Hbw Advisory Services LLC
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$948.8M
Holdings
454
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (360 shares)
5.3%
02
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 6.3% (3.8k → 3.6k shares)
3.3%
03
$SPMO
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
2.9%
04
$JEPI
J P MORGAN EXCHANGE TRADED F
Q1 2026: Sold 18.4% (7.4k → 6.0k shares)
2.6%
05
$BUFR
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
2.3%
06
$QVOY
ULTIMUS MANAGERS TR
Held since at least Q1 2024
2.3%
07
$JPIE
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
2.0%
08
$COWZ
PACER FDS TR
Held since at least Q1 2024
1.8%
09
$SPTM
SPDR SERIES TRUST
Held since at least Q1 2024
1.7%
10
$PAVE
GLOBAL X FDS
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:18 UTC.