HBW ADVISORY SERVICES LLC
All 13F Filings
- Location
- Simi Valley, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 920,340
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 424 | 920,340 | 13F-HR | HBW ADVISORY SERVICES LLC |
| Q3 2025 | 10/16/2025 | 416 | 888,674 | 13F-HR | HBW ADVISORY SERVICES LLC |
| Q2 2025 | 7/2/2025 | 398 | 811,065 | 13F-HR | HBW ADVISORY SERVICES LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 735.7 K | 80.1% | 14.67 K | 0 | 14.67 K |
| ETFs | 175.5 K | 19.1% | 15.93 K | 0 | 15.93 K |
| Debt | 6.818 K | 0.7% | 1.183 K | 0 | 1.183 K |
| Other | 131 | 0.0% | 131 | 0 | 131 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
920,340
Holdings
424
QoQ value change ($000)
31,666
(3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.