HBW ADVISORY SERVICES LLC
CIK
1790525
City
SIMI VALLEY
State / Country
CA
Top Portfolio Positions
186 positions ·
$283,516,903 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
53,779 | $31,040,163 | 10.95% | |
| AAPL |
Apple Inc.
Technology
|
46,814 | $11,880,925 | 4.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
51,058 | $10,633,849 | 3.75% | |
| MSFT |
Microsoft Corp
Technology
|
26,571 | $9,835,787 | 3.47% | |
| NVDA |
Nvidia Corp
Technology
|
53,111 | $9,262,558 | 3.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
24,411 | $7,019,627 | 2.48% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,837 | $6,772,302 | 2.39% | |
| AVGO |
Broadcom Inc.
Technology
|
20,152 | $6,237,245 | 2.20% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
13,994 | $5,202,269 | 1.83% | |
| UTG |
Reaves Utility Income Fund
Financial Services
|
110,909 | $4,356,505 | 1.54% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WIW
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $613,798 | 72,553 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $619,493 | 72,118 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $445,060 | 50,063 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $123,498 | 14,098 | Shares | Sole | 2025-07-02 | |
| No 13F history on record for this holder in this stock. | ||||||