HBW ADVISORY SERVICES LLC

Q1 2025 13F Holdings

  • Location
    simi valley, CA
  • Num holdings

    386

  • Value ($000)

    $703,415

  • Date Filed
    04/09/2025
  • Form type
    13F-HR
  • CIK
    0001790525
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$40.82M
6 %

79,424

JEPI
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$31.33M
5 %

548,219

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$27.22M
4 %

58,044

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
$23.80M
3 %

434,618

QVOY
QVOY

ULTIMUS MANAGERS TR

Q3 ALL SEASN ACT
$18.70M
3 %

855,991

SPMO
SPMO

INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM
$16.95M
2 %

183,192

PAVE
PAVE

GLOBAL X FDS

US INFR DEV ETF
$14.99M
2 %

397,325

MOAT
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
$14.69M
2 %

166,985

---

SPDR SER TR

PORTFOLI S&P1500
$11.48M
2 %

168,859

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
$10.54M
2 %

354,898

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