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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
FCOMFidelity Msci Telecommunication Services Index Etf
Recent Activity
New Position
0.03%
$214,959
3,662 shares@ $58.7 avg price
SPHBInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.03%
$213,912
2,413 shares@ $88.65 avg price
RWKInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.03%
$208,302
1,792 shares@ $116.24 avg price
CGBLCapital Group Core Balanced
Recent Activity
New Position
0.03%
$206,132
6,592 shares@ $31.28 avg price
DIVOAmplify Etf Tr
Recent Activity
New Position
0.03%
$203,203
5,020 shares@ $40.48 avg price
JAAAJanus Detroit Str Tr
Recent Activity
New Position
0.03%
$202,992
4,003 shares@ $50.71 avg price
FJPFirst Tr Exch Trd Alphdx Fd
Recent Activity
New Position
0.03%
$200,363
3,877 shares@ $51.68 avg price
PBPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.02%
$116,672
4,950 shares@ $23.58 avg price
FFord Mtr Co
Recent Activity
New Position
0.02%
$100,284
10,130 shares@ $9.9 avg price
AMEDAmedisys Inc
Recent Activity
New Position
0.01%
$37,769
416 shares@ $90.8 avg price