NVDA β€” NVIDIA CORPORATION

Ownership history in HBW ADVISORY SERVICES LLC  Β·  20 quarters on record

This page tracks every 13F SEC filing in which HBW ADVISORY SERVICES LLC reported a position in NVIDIA CORPORATION (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.09% (2025 Q3)
πŸ“Š Avg. % of fund
0.36%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
20

Position Intelligence

HBW ADVISORY SERVICES LLC Γ— NVDA AI Analytics

πŸ“ˆ HBW ADVISORY SERVICES LLC outperformed the S&P 500 by +61.4% annually on this NVDA position. Timing score: 56% (10/18 decisions correct). Average cost basis: $127.08. Maximum drawdown during holding period: –48.4%.

πŸ“ˆ Position Alpha vs SPY
+61.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 61.4% per year on this position.
12 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
10 of 18 add/trim decisions correct

πŸ’° Entry Quality
$127.08
+46.8% vs current ($186.49)

Best entry: $13.02 (2020 Q4)  Β·  Worst: $186.56 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–48.4%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
63%
buy-side decisions

12 adds Β· 7 trims. Bought during 2 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ HBW ADVISORY SERVICES LLC has been actively increasing its NVDA allocation β€” a bullish signal from insiders.
Currently 1.03% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NVDA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 51,054 -1,074 -2.1% 1.03% $9.5M $186.49
2025 Q3 ADDED 52,128 +26 +0.0% 1.09% $9.7M $186.56
2025 Q2 ADDED 52,102 +20,298 +63.8% 1.01% $8.2M $157.96
2025 Q1 ADDED 31,804 +2,246 +7.6% 0.49% $3.4M $108.35
2024 Q4 ADDED 29,558 +15,058 +103.8% 0.07% $720K $134.25
2024 Q4 REDUCED 14,500 -18,410 -55.9% 0.01% $128K $134.25
2024 Q3 ADDED 32,910 +5,597 +20.5% 0.58% $4.0M $121.39
2024 Q2 ADDED 27,313 +24,829 +999.6% 0.56% $3.4M $123.48
2024 Q1 UNCHANGED 2,484 β€” 0% 0.23% $1.2M $90.31
2023 Q4 ADDED 2,484 +100 +4.2% 0.23% $1.2M $49.49
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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