HBW ADVISORY SERVICES LLC

Q2 2025 13F Holdings

  • Location
    simi valley, CA
  • Num holdings

    398

  • Value ($000)

    $811,065

  • Date Filed
    07/02/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$45.79M
6 %

80,606

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$31.74M
4 %

57,541

JEPI
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$29.81M
4 %

524,375

SPMO
SPMO

INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM
$24.62M
3 %

218,875

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
$23.10M
3 %

419,320

QVOY
QVOY

ULTIMUS MANAGERS TR

Q3 ALL SEASN ACT
$21.43M
3 %

814,636

PAVE
PAVE

GLOBAL X FDS

US INFR DEV ETF
$15.97M
2 %

366,447

MOAT
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
$15.14M
2 %

161,412

---

SPDR SER TR

PORTFOLI S&P1500
$13.72M
2 %

183,232

UCON
UCON

FIRST TR EXCHNG TRADED FD VI

TCW UNCONSTRAI
$12.38M
2 %

389,311

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