Todd Penrod

@Hbw Advisory Services Llc

Latest period2024 - Q4

Reported9d ago

Managed Assets$974.57M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PCORProcore Technologies, Inc. Recent Activity New Position	0.01%	$12,663 169 shares@ $74.93 avg price	New Position
MDAIWSpectral Ai Inc Recent Activity New Position	0.01%	$7,600 10,000 shares@ $0.76 avg price	New Position
BFLY⤦Butterfly Network Inc Recent Activity New Position	0.01%	$1,684 13,251 shares@ $0.13 avg price	New Position
NMHIWNatures Miracle Hldg Inc Recent Activity New Position	0.01%	$151 10,000 shares@ $0.02 avg price	New Position