Portfolio (Quarterly)
Guide ↗
HBW ADVISORY SERVICES LLC
· CIK 0001790525| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 441 | GRNY | TIDAL TRUST I | — | 7,636.0 | $211K | 0.02% | NEW | — | $27.65 | +2.2% |
| 442 | ABT | ABBOTT LABORATORIES | Healthcare | 2,325.0 | $211K | 0.02% | NEW | — | $90.76 | +7.2% |
| 443 | — | FIRST TR EXCHNG TRADED FD VI | — | 6,000.0 | $210K | 0.02% | NEW | — | $35.05 | — |
| 444 | PFE | PFIZER INC | Healthcare | 8,688.0 | $209K | 0.02% | NEW | — | $24.08 | +14.5% |
| 445 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,357.0 | $206K | 0.02% | NEW | — | $151.50 | -12.0% |
| 446 | MEDP | MEDPACE HLDGS INC | Healthcare | 383.0 | $203K | 0.02% | NEW | — | $529.59 | +14.3% |
| 447 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 15,010.0 | $202K | 0.02% | NEW | — | $13.46 | -0.7% |
| 448 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 3,499.0 | $202K | 0.02% | NEW | — | $57.63 | +5.4% |
| 449 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 3,482.0 | $201K | 0.02% | NEW | — | $57.84 | +0.4% |
| 450 | EVRG | EVERGY INC | Utilities | 2,325.0 | $201K | 0.02% | NEW | — | $86.42 | -8.0% |
| 451 | CLS | CELESTICA INC | Technology | 549.0 | $200K | 0.02% | NEW | — | $364.80 | +4.8% |
| 452 | — | TECHNIPFMC PLC | — | 3,020.0 | $200K | 0.02% | NEW | — | $66.30 | — |
| 453 | SGDM | SPROTT ETF TRUST | — | 3,182.0 | $200K | 0.02% | NEW | — | $62.87 | +17.3% |
| 454 | F | FORD MTR CO | Consumer Cyclical | 13,727.0 | $191K | 0.02% | NEW | — | $13.90 | -13.4% |
| 455 | OIH | VANECK ETF TRUST | — | 477.0 | $177K | 0.02% | NEW | — | $372.03 | +3.3% |
| 456 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | 1,771.0 | $176K | 0.02% | NEW | — | $99.29 | -20.4% |
| 457 | SLVP | ISHARES TR | — | 4,874.0 | $150K | 0.01% | NEW | — | $30.83 | +12.6% |
| 458 | VRSK | VERISK ANALYTICS INC | Industrials | 431.0 | $77K | 0.01% | NEW | — | $179.53 | -8.4% |
| 459 | VCSH | VANGUARD SCOTTSDALE FDS | — | 252.0 | $20K | 0.00% | NEW | — | $79.03 | -2.5% |
| 460 | QSI | QUANTUM SI INC | Healthcare | 22,292.0 | $20K | 0.00% | NEW | — | $0.89 | +63.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
26.3%
Technology
25.1%
Consumer Cyclical
10.8%
Communication Services
9.0%
Healthcare
6.5%
Consumer Defensive
6.4%
Industrials
6.0%
Utilities
3.7%
Energy
3.6%
Basic Materials
1.3%