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Todd Penrod

Hbw Advisory Services Llc

Assets Managed
$1.105B
Holdings
463
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
16.51%(2Q avg: 9.81%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Hbw Advisory Services Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 463 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.105B in assets, with a quarterly growth rate of 16.51% and a 2-quarter average growth rate of 9.81%. The portfolio is managed by Todd Penrod, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.96%
5.21%
$57.512M
83,738 shares@ $686.81 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 8.21%
3.85%
$42.519M
263,212 shares@ $161.55 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 6.73%
3.83%
$42.264M
57,393 shares@ $736.41 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 4.39%
2.25%
$24.815M
679,297 shares@ $36.53 avg price
ACYN
Ft Lad Autocall Bar Inc Etf
Recent Activity
New Position
2.23%
$24.576M
1.182M shares@ $20.79 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -4.23%
2.12%
$23.414M
414,559 shares@ $56.49 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Decreased -0.43%
1.71%
$18.826M
408,821 shares@ $46.06 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 2.01%
1.7%
$18.778M
206,830 shares@ $90.79 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Increased 1.81%
1.54%
$16.955M
272,584 shares@ $62.2 avg price
PAVE
Global X Us Infrastructure
Recent Activity
Increased 0.78%
1.54%
$16.915M
287,085 shares@ $58.93 avg price

1-10 of 463