test

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
MGCVanguard World Fd
Recent Activity
Decreased -70.15%
0.06%
$513,890
2,416 shares@ $212.71 avg price
STZConstellation Brands Inc
Recent Activity
Decreased -1.2%
0.06%
$506,507
2,292 shares@ $220.99 avg price
KAPRInnovator Etfs Trust
Recent Activity
Decreased -4.9%
0.05%
$481,680
14,729 shares@ $32.71 avg price
URAGlobal X Fds
Recent Activity
Decreased -2.51%
0.05%
$473,179
17,669 shares@ $26.79 avg price
INTUIntuit
Recent Activity
Decreased -24.59%
0.05%
$464,421
739 shares@ $628.45 avg price
SVOLSimplify Exchange Traded Fun
Recent Activity
Decreased -24.88%
0.05%
$461,902
22,217 shares@ $20.8 avg price
MTUMIshares Tr
Recent Activity
Decreased -2.63%
0.05%
$457,908
2,213 shares@ $206.92 avg price
BACBank America Corp
Recent Activity
Decreased -23.14%
0.05%
$450,809
10,257 shares@ $43.96 avg price
DECKDeckers Outdoor Corp
Recent Activity
Decreased -2.13%
0.05%
$447,204
2,202 shares@ $203.09 avg price
XMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -8.89%
0.05%
$446,961
12,347 shares@ $36.2 avg price