HBW ADVISORY SERVICES LLC

Est. AUM

$916.8M

13F long equity, this entity only

Positions

438

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$50.5M	84557	5.51%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$31.0M	53779	3.39%	SOLE
3	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$24.5M	432895	2.68%	SOLE
4	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$22.0M	650750	2.40%	SOLE
5	ULTIMUS MANAGERS TR	Q3 ALL SEASN ACT	$21.5M	765895	2.35%	SOLE
6	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$18.9M	410617	2.06%	SOLE
7	PACER FDS TR	US CASH COWS 100	$16.8M	267761	1.83%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$16.0M	202760	1.75%	SOLE
9	GLOBAL X FDS	US INFR DEV ETF	$14.5M	284878	1.58%	SOLE
10	VANECK ETF TRUST	MRNGSTR WDE MOAT	$14.3M	148339	1.56%	SOLE
11	APPLE INC	COM	$11.9M	46814	1.30%	SOLE
12	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$11.5M	228084	1.26%	SOLE
13	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$10.7M	157213	1.17%	SOLE
14	SCHWAB STRATEGIC TR	US LCAP GR ETF	$10.6M	365315	1.16%	SOLE
15	AMAZON COM INC	COM	$10.6M	51058	1.16%	SOLE
16	FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$10.3M	489331	1.12%	SOLE
17	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$10.2M	331938	1.11%	SOLE
18	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$10.2M	409888	1.11%	SOLE
19	MICROSOFT CORP	COM	$9.8M	26571	1.07%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET TEC	$9.8M	73855	1.07%	SOLE
21	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$9.8M	88116	1.06%	SOLE
22	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$9.7M	242036	1.06%	SOLE
23	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$9.6M	64857	1.05%	SOLE
24	NVIDIA CORPORATION	COM	$9.3M	53111	1.01%	SOLE
25	PACER FDS TR	US LRG CP CASH	$8.4M	249189	0.92%	SOLE
26	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$8.1M	34075	0.88%	SOLE
27	VANECK ETF TRUST	SEMICONDUCTR ETF	$7.9M	20715	0.87%	SOLE
28	PACER FDS TR	GLOBL CASH ETF	$7.5M	163025	0.82%	SOLE
29	ALPHABET INC	CAP STK CL A	$7.0M	24411	0.77%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$6.8M	26679	0.74%	SOLE
31	META PLATFORMS INC	CL A	$6.8M	11837	0.74%	SOLE
32	BROADCOM INC	COM	$6.2M	20152	0.68%	SOLE
33	GLOBAL X FDS	DEFENSE TECH ETF	$5.6M	78996	0.61%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$5.6M	216766	0.61%	SOLE
35	EXCHANGE TRADED CONCEPTS TRU	RANGE NUCLEAR RE	$5.4M	82843	0.59%	SOLE
36	FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$5.2M	119153	0.57%	SOLE
37	TESLA INC	COM	$5.2M	13994	0.57%	SOLE
38	FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$5.1M	31394	0.56%	SOLE
39	FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$5.0M	219523	0.55%	SOLE
40	VANECK ETF TRUST	RARE EARTH AND S	$4.8M	54765	0.53%	SOLE
41	VANGUARD INDEX FDS	TOTAL STK MKT	$4.8M	14954	0.52%	SOLE
42	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$4.8M	112309	0.52%	SOLE
43	NEOS ETF TRUST	NEOS S&P 500 HI	$4.7M	96087	0.52%	SOLE
44	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$4.5M	83033	0.49%	SOLE
45	ALPHABET INC	CAP STK CL C	$4.5M	15639	0.49%	SOLE
46	FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$4.4M	148261	0.48%	SOLE
47	MORGAN STANLEY ETF TRUST	EATON VANCE MORT	$4.4M	87184	0.48%	SOLE
48	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$4.4M	30176	0.48%	SOLE
49	REAVES UTIL INCOME FD	COM SH BEN INT	$4.4M	110909	0.48%	SOLE
50	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$4.2M	92697	0.46%	SOLE

1–50 of 438

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.