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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
QUALIshares Tr
Recent Activity
Decreased -0.52%
0.04%
$337,132
1,893 shares@ $178.1 avg price
FMBFirst Tr Exchange-traded Fd
Recent Activity
Decreased -17.56%
0.04%
$333,334
6,535 shares@ $51.01 avg price
ECOWPacer Fds Tr
Recent Activity
Decreased -14.47%
0.04%
$324,126
16,699 shares@ $19.41 avg price
WMTWalmart Inc
Recent Activity
Decreased -9.4%
0.04%
$322,134
3,565 shares@ $90.37 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -0.29%
0.04%
$320,063
1,707 shares@ $187.51 avg price
ULUnilever Plc
Recent Activity
Decreased -7.78%
0.04%
$306,323
5,403 shares@ $56.7 avg price
JULWAim Etf Products Trust
Recent Activity
Decreased -33.98%
0.04%
$305,448
8,711 shares@ $35.07 avg price
BXPBxp Inc
Recent Activity
Decreased -0.53%
0.04%
$303,804
4,086 shares@ $74.36 avg price
EMQQExchange Traded Concepts Tru
Recent Activity
Decreased -2.77%
0.03%
$291,255
8,447 shares@ $34.49 avg price
CNCCentene Corp Del
Recent Activity
Decreased -87.29%
0.03%
$272,671
4,501 shares@ $60.59 avg price