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| Happy Holidays!! thanks for using AUM13F!! |
| HBW Advisory Services LLC
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| CRD # | 143665 |
| SEC # | 801-77333 |
| CIK # | 0001790525 |
| AUM | $1.5 B (2025-06-25) |
| Employees | 67 (94% Investors, 19% Brokers) |
| Phone | 800-473-3856 |
| Address | 2655 1st Street Simi Valley, CA 93065 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001790525 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 12.3 | ||
| Amazon Com Inc | 11.1 | ||
| Apple Inc | 9.8 | ||
| Facebook Inc | 8.7 | ||
| Nvidia Corp | 8.2 | ||
| Alphabet Inc | 5.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,459 | 1,294.9 |
| (b) Individuals (high net worth individuals) | 74 | 105.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 93 | 76.5 |
| (n) Other | 0 | 0.0 |
| Total | 13,885 | 1,476.8 |
| By Discretionary | ||
| Discretionary | 13,884 | 1,441.0 |
| Non-Discretionary | 1 | 35.8 |
| Total | 13,885 | 1,476.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,476.8 | |
| Total | 13,885 | 1,476.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001790525] |
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