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Todd Penrod

Hbw Advisory Services Llc

Assets Managed
$948.793M
Holdings
444
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
3.1%(2Q avg: 3.33%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Hbw Advisory Services Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 444 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 948.793M in assets, with a quarterly growth rate of 3.1% and a 2-quarter average growth rate of 3.33%. The portfolio is managed by Todd Penrod, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.91%
5.33%
$50.527M
84,557 shares@ $597.55 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -4.87%
3.28%
$31.04M
53,779 shares@ $577.18 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 5.54%
2.88%
$27.271M
243,249 shares@ $112.12 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -5.99%
2.59%
$24.536M
432,895 shares@ $56.68 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 24.18%
2.32%
$21.976M
650,750 shares@ $33.77 avg price
QVOY
Q3 All-season Active Rot Etf
Recent Activity
Increased 0.02%
2.27%
$21.507M
765,895 shares@ $28.09 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 141.61%
2%
$18.917M
410,617 shares@ $46.07 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -14.88%
1.77%
$16.751M
267,761 shares@ $62.56 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 0.7%
1.69%
$16.03M
202,760 shares@ $79.07 avg price
PAVE
Global X Us Infrastructure
Recent Activity
Decreased -19.29%
1.53%
$14.475M
284,878 shares@ $50.81 avg price

1-10 of 444