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Todd Penrod

@Hbw Advisory Services Llc

Latest period2024 - Q4ReportedManaged Assets$974.57MTotal holdings375
Assets growth rate42.47%Assets growth rate (2-Q avg)28%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Hbw Advisory Services Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 375 positions.

Assets under management

The assets under management (AUM) of Hbw Advisory Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 974.57M in assets, with a quarterly growth rate of 42.47% and a 2-quarter average growth rate of 28%. The portfolio is managed by Todd Penrod, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SRLNSsga Active Etf Tr
Recent Activity
New Position
0.03%
$238,962
5,726 shares@ $41.74 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.03%
$238,831
4,502 shares@ $53.05 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
New Position
0.03%
$237,120
2,067 shares@ $114.72 avg price
SPGIS&p Global Inc
Recent Activity
New Position
0.03%
$235,627
473 shares@ $498.16 avg price
FXHFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.03%
$232,389
2,232 shares@ $104.12 avg price
CGMUCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.03%
$230,786
8,573 shares@ $26.93 avg price
SQBlock Inc
Recent Activity
New Position
0.03%
$229,218
2,697 shares@ $84.99 avg price
FIIGFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.03%
$223,784
10,943 shares@ $20.45 avg price
FDECFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.03%
$221,716
4,974 shares@ $44.58 avg price
TMToyota Motor Corp
Recent Activity
New Position
0.03%
$217,379
1,117 shares@ $194.61 avg price