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Home > Institutional Investor > Hbw Advisory Services Llc > 13F Holdings

Instuitional Investor - Hbw Advisory Services Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ultimus Managers Tr
 1,158,983 $31,843 5.95%
2.
Vanguard Index Fds
 69,569 $30,387 5.68%
3.
J P Morgan Exchange Traded F
 436,522 $24,000 4.48%
4.
Invesco Qqq Tr
 31,288 $12,813 2.39%
5.
Spdr Ser Tr
 312,456 $9,077 1.69%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)