Fund HoldingsHBW ADVISORY SERVICES LLC

Total Portfolio Value
$920.34M
Total Bought
$151.44M
Total Sold
$127.63M
Net Transaction
+$23.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR PR SP1500
0201,365+201,365016,6131.81%+16,613
SELECT SECTOR SPDR TR
ST STR TECHN ETF
087,489+87,489012,5961.37%+12,596
PACER FDS TR
US LRG CP CASH
105,014294,276+189,2623,81210,3611.13%+6,549
SPDR SERIES TRUST
ST STR AGGRE ETF
0214,141+214,14105,5140.60%+5,514
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
414,530524,041+109,51113,85417,9541.95%+4,100
SCHWAB STRATEGIC TR217,257314,904+97,6476,93310,2721.12%+3,339
SELECT SECTOR SPDR TR
ST STR FINL ETF
059,707+59,70703,2700.36%+3,270
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
47,87278,818+30,9464,6287,7490.84%+3,121
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
273,589396,584+122,9956,8919,9821.08%+3,091
SELECT SECTOR SPDR TR
ST STR CARE ETF
019,218+19,21802,9750.32%+2,975
VANECK ETF TRUST
RARE EAR STR ETF
14,08249,803+35,7219273,6810.40%+2,755
REAVES UTIL INCOME FD(UTG)0109,016+109,01603,9880.43%+3,988
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
360,814473,609+112,7957,68910,0551.09%+2,366
SELECT SECTOR SPDR TR
ST STR SVC ETF
019,353+19,35302,2780.25%+2,278
SPDR SERIES TRUST
ST STR P500GRW
018,679+18,67901,9930.22%+1,993
SELECT SECTOR SPDR TR
ST STR INDL ETF
012,398+12,39801,9230.21%+1,923
VANECK ETF TRUST
MRNGSTR WDE MOAT
159,654170,926+11,27215,82317,7011.92%+1,878
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
193,633233,462+39,8298,50410,3821.13%+1,878
SELECT SECTOR SPDR TR
ST STR DISCR ETF
014,893+14,89301,7780.19%+1,778
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
52,09188,692+36,6012,1893,8700.42%+1,681
J P MORGAN EXCHANGE TRADED F
INCOME ETF
134,431169,953+35,5226,2397,8670.85%+1,628
EXCHANGE TRADED CONCEPTS TRU43,67869,852+26,1742,8414,4360.48%+1,595
VANECK ETF TRUST
SEMICONDUCTR ETF
14,88517,798+2,9134,8586,4100.70%+1,552
SPDR SERIES TRUST
ST STR SP500DIV
031,868+31,86801,3780.15%+1,378
SELECT SECTOR SPDR TR
ST STR STAPL ETF
017,195+17,19501,3360.15%+1,336
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
045,561+45,56103,4120.37%+3,412
NEOS ETF TRUST
NEOS S&P 500 HI
56,07080,260+24,1902,9324,2160.46%+1,284
SPDR SERIES TRUST
ST STR SP AERO
05,021+5,02101,2110.13%+1,211
VANGUARD INDEX FDS83,02582,977-4850,84352,0375.65%+1,195
SELECT SECTOR SPDR TR
ST STR ENERG ETF
026,516+26,51601,1860.13%+1,186
PACER FDS TR
GLOBL CASH ETF
112,767137,143+24,3764,4685,6530.61%+1,185
ALPHABET INC(GOOG)28,69025,939-2,7516,9758,1190.88%+1,144
FIRST TR EXCHANGE-TRADED FD048,056+48,05601,6990.18%+1,699
ALPHABET INC(GOOG)16,77616,582-1944,0865,2030.57%+1,118
GE VERNOVA INC(GEV)2,7614,296+1,5351,6982,8080.31%+1,110
BANK MONTREAL MEDIUM(BMO)61,27679,284+18,0084,2885,3950.59%+1,107
FIRST TR EXCHANGE-TRADED FD
ENERGY INM PARTN
049,626+49,62601,3120.14%+1,312
CATERPILLAR INC(CAT)2,0083,508+1,5009582,0100.22%+1,051
SELECT SECTOR SPDR TR
ST STR UTIL ETF
024,339+24,33901,0390.11%+1,039
ISHARES TR06,084+6,08401,0270.11%+1,027
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
015,319+15,31901,4830.16%+1,483
BROADCOM INC(AVGO)14,14416,070+1,9264,6665,5620.60%+896
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
029,338+29,33808670.09%+867
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
199,431217,094+17,66310,11710,9831.19%+866
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
016,811+16,81101,3360.15%+1,336
FIRST TR EXCHANGE-TRADED ALP
COM SHS
014,907+14,90701,2840.14%+1,284
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR LGCP
038,557+38,55701,5080.16%+1,508
SPROTT ASSET MANAGEMENT LP(CEF)22,23436,173+13,9398161,6570.18%+841
WASTE MGMT INC DEL(WM)03,798+3,79808340.09%+834
LISTED FDS TR
STF TAC GW & INC
56,88291,069+34,1871,4802,3060.25%+826
ISHARES TR4,00610,307+6,3015071,3290.14%+822
FIRST TR EXCHANGE-TRADED FD05,486+5,48601,2630.14%+1,263
WALMART INC(WMT)011,137+11,13701,2410.13%+1,241
CONSTELLATION ENERGY CORP(CEG)02,034+2,03407190.08%+719
FIRST TR EXCHANGE-TRADED FD
SHS
027,051+27,05101,2470.14%+1,247
VANGUARD INDEX FDS013,479+13,47904,5190.49%+4,519
PIMCO ETF TR
MULTISECTOR BD
024,872+24,87206640.07%+664
SPDR SERIES TRUST
ST STR P500VAL
011,637+11,63706610.07%+661
PGIM ETF TR
AAA CLO ETF
012,640+12,64006480.07%+648
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
33,37535,106+1,7318,2488,8790.96%+631
SPDR SERIES TRUST
ST STR SP600 SML
013,285+13,28506230.07%+623
PACER FDS TR
METAURUS CAP 400
014,589+14,58906200.07%+620
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUTY
025,589+25,58908140.09%+814
FIRST TR EXCH TRD ALPHDX FD
JAPAN ALPHADEX
08,573+8,57305760.06%+576
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
060,798+60,79803,5340.38%+3,534
FIRST TR EXCH TRD ALPHDX FD
EUROPE ALPHADEX
010,298+10,29805540.06%+554
APPLE INC(AAPL)48,87847,789-1,08912,44612,9921.41%+546
Global X Funds
CYBRSCURTY ETF
017,650+17,65005380.06%+538
INVESCO EXCHANGE TRADED FD T
PHARMACEUTICALS
05,097+5,09705330.06%+533
SPDR SERIES TRUST
ST STR P500ETF
06,549+6,54905250.06%+525
FIRST TR EXCHANGE-TRADED FD02,512+2,51205190.06%+519
AMERICAN EXPRESS CO(AXP)01,379+1,37905100.06%+510
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
06,654+6,65404720.05%+472
SPDR SERIES TRUST
ST STR SP CAPMKT
03,122+3,12204680.05%+468
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
013,207+13,20706600.07%+660
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
61,71574,125+12,4102,0252,4840.27%+458
MERCK & CO INC(MRK)031,118+31,11803,2760.36%+3,276
FIRST TR EXCHANGE-TRADED FD02,508+2,50806750.07%+675
FIRST TR EXCHANGE-TRADED FD
MNGD FUTRS STRGY
014,000+14,00006590.07%+659
MORGAN STANLEY ETF TRUST
EATO VAN MTG ETF
80,15488,412+8,2584,0524,4860.49%+434
VANECK MERK GOLD ETF(OUNZ)51,03555,616+4,5811,8982,3070.25%+409
SPDR SERIES TRUST
SPDR S&P 500 ESG
06,129+6,12904050.04%+405
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
022,896+22,89606260.07%+626
UNITED PARCEL SERVICE INC(UPS)19,40220,401+9991,6212,0240.22%+403
FIRST TR EXCHANGE TRADED FD
NASDAQ BK ETF
015,863+15,86305990.07%+599
SELECT SECTOR SPDR TR
ST STR REAL ETF
09,629+9,62903890.04%+389
INTUITIVE SURGICAL INC0682+68203860.04%+386
ETF SER SOLUTIONS
US GBL GLD PRE
17,30025,181+7,8816961,0720.12%+376
CAPITAL GROUP EQUITY ETF TR
US SM MI CA ETF
012,930+12,93003730.04%+373
CAMBRIA ETF TR011,757+11,75703700.04%+370
AMAZON COM INC(AMZN)051,108+51,108011,7971.28%+11,797
SELECT SECTOR SPDR TR
ST STR MATER ETF
08,028+8,02803640.04%+364
PACER FDS TR
ARIST HIGH ETF
11,64819,399+7,7515529140.10%+362
SALESFORCE INC(CRM)013,041+13,04103,4550.38%+3,455
FIRST TR EXCHANGE-TRADED FD08,709+8,70908060.09%+806
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
62,26168,707+6,4462,3232,6720.29%+349
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
025,752+25,75206760.07%+676
SPDR SERIES TRUST
ST STR SP REGBNK
04,695+4,69503040.03%+304
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
023,432+23,43204970.05%+497
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
83,88386,136+2,2534,8255,1060.55%+281
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