Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HBW ADVISORY SERVICES LLC (CIK 1790525) reported $948.8M across 444 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($50.5M, 5.33%), QQQ ($31.0M, 3.27%), SPMO ($27.3M, 2.87%), JEPI ($24.5M, 2.59%), BUFR ($22.0M, 2.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $50.5M | 5.33% | 84,557 | Added |
| 2 | QQQ | INVESCO QQQ TR | $31.0M | 3.27% | 53,779 | Trimmed |
| 3 | SPMO | INVESCO EXCH TRADED FD TR II | $27.3M | 2.87% | 243,249 | Added |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | $24.5M | 2.59% | 432,895 | Trimmed |
| 5 | BUFR | FIRST TR EXCHNG TRADED FD VI | $22.0M | 2.32% | 650,750 | Added |
| 6 | QVOY | ULTIMUS MANAGERS TR | $21.5M | 2.27% | 765,895 | Added |
| 7 | JPIE | J P MORGAN EXCHANGE TRADED F | $18.9M | 1.99% | 410,617 | Added |
| 8 | COWZ | PACER FDS TR | $16.8M | 1.77% | 267,761 | Trimmed |
| 9 | SPTM | SPDR SERIES TRUST | $16.0M | 1.69% | 202,760 | Added |
| 10 | PAVE | GLOBAL X FDS | $14.5M | 1.53% | 284,878 | Trimmed |
| 11 | MOAT | VANECK ETF TRUST | $14.3M | 1.51% | 148,339 | Trimmed |
| 12 | AAPL | APPLE INC | $11.9M | 1.25% | 46,814 | Trimmed |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $11.5M | 1.22% | 228,084 | Added |
| 14 | RDVY | FIRST TR EXCHANGE TRADED FD | $10.7M | 1.13% | 157,213 | Added |
| 15 | SCHG | SCHWAB STRATEGIC TR | $10.6M | 1.12% | 365,315 | Added |
| 16 | AMZN | AMAZON COM INC | $10.6M | 1.12% | 51,058 | Trimmed |
| 17 | FTCB | FIRST TR EXCHANGE-TRADED FD | $10.3M | 1.08% | 489,331 | Added |
| 18 | SCHD | SCHWAB STRATEGIC TR | $10.2M | 1.07% | 331,938 | Added |
| 19 | UCON | FIRST TR EXCHNG TRADED FD VI | $10.2M | 1.07% | 409,888 | Added |
| 20 | MSFT | MICROSOFT CORP | $9.8M | 1.04% | 26,571 | Added |
| 21 | XLK | SELECT SECTOR SPDR TR | $9.8M | 1.03% | 73,855 | Trimmed |
| 22 | AIRR | FIRST TR EXCHANGE TRADED FD | $9.8M | 1.03% | 88,116 | Added |
| 23 | CGGR | CAPITAL GROUP GROWTH ETF | $9.7M | 1.03% | 242,036 | Added |
| 24 | VYM | VANGUARD WHITEHALL FDS | $9.6M | 1.01% | 64,857 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $9.3M | 0.98% | 53,111 | Added |
Source: SEC Form 13F filings · as of 2026-03-31