1y return+17.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $126 against $133 in the S&P 500.2
Hbw Advisory Services LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $57.5M | 5.2% | |
| SPMOInvesco Exch Traded Fd Tr II | $42.5M | 3.8% | +8.2% |
| QQQInvesco Qqq Tr | $42.3M | 3.8% | +6.7% |
| BUFRFirst Tr Exchng Traded Fd Vi | $24.8M | 2.2% | +4.4% |
| ACYNFirst Tr Exchange-traded Fd | $24.6M | 2.2% | New |
| JEPIJ P Morgan Exchange Traded F | $23.4M | 2.1% | −4.2% |
| JPIEJ P Morgan Exchange Traded F | $18.8M | 1.7% | |
| SPTMSpdr Series Trust | $18.8M | 1.7% | +2.0% |
| COWZPacer Fds Tr | $17.0M | 1.5% | +1.8% |
| PAVEGlobal X Fds | $16.9M | 1.5% | |
| SMHVaneck Etf Trust | $15.6M | 1.4% | +14.8% |
| MOATVaneck Etf Trust | $15.6M | 1.4% | +1.0% |
| AIRRFirst Tr Exchange Traded Fd | $14.7M | 1.3% | +25.5% |
| AAPLApple Inc | $14.5M | 1.3% | +6.7% |
| XLKSelect Sector Spdr Tr | $14.4M | 1.3% | +2.0% |
| RDVYFirst Tr Exchange Traded Fd | $14.1M | 1.3% | +11.0% |
| SCHGSchwab Strategic Tr | $13.6M | 1.2% | +10.3% |
| AMZNAmazon Com Inc | $12.4M | 1.1% | +2.3% |
| QQQMInvesco Exch Traded Fd Tr II | $12.1M | 1.1% | +17.4% |
| CGGRCapital Group Growth Etf | $11.8M | 1.1% | +3.0% |
| JPSTJ P Morgan Exchange Traded F | $11.5M | 1.0% | |
| NVDANvidia Corporation | $11.4M | 1.0% | +7.3% |
| UCONFirst Tr Exchng Traded Fd Vi | $10.7M | 1.0% | +5.4% |
| SCHDSchwab Strategic Tr | $10.6M | 1.0% | |
| FTCBFirst Tr Exchange-traded Fd | $10.6M | 1.0% | +3.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $7.9M |
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $11.4M |
| SMHVaneck Etf Trust | March 31, 2023 | +398.4% | $15.6M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $8.8M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $14.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $14.5M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $42.3M |
| TSLATesla Inc | September 30, 2020 | +194.1% | $5.8M |
| XARSpdr Series Trust | June 30, 2022 | +182.1% | $9.0M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $6.8M |
Sold off last quarter
- GDMNWisdomtree Tr was $2.9M
- GJULFirst Tr Exchng Traded Fd Vi was $909K
- VISVanguard World Fd was $525K
- IYMIshares Tr was $458K
- KCESpdr Series Trust was $426K
- CCJCameco Corp was $369K
- CTASCintas Corp was $356K
- PPGPpg Inds Inc was $340K
- TPLTexas Pacific Land Corporati was $333K
- KNSLKinsale Cap Group Inc was $333K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.3% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| December 31, 2024 | −0.1% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | −1.2% | +4.0% |
| March 31, 2024 | +5.8% | +10.0% |
| December 31, 2023 | +8.9% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +4.2% | +8.3% |
| March 31, 2023 | +3.9% | +7.0% |
| December 31, 2022 | +6.5% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −13.7% | −16.5% |
| March 31, 2022 | −7.1% | −4.9% |
| December 31, 2021 | +5.7% | +10.7% |
| September 30, 2021 | −3.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hbw Advisory Services LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1790525&type=13F-HR&dateb=&owner=include&count=40CIK 1790525
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1790525/000179052526000003/Filed July 16, 2026 · accession 0001790525-26-000003