Hobbs Wealth Management, LLC Top Holdings and 13F Report (2025) About Hobbs Wealth Management, LLCInvestment ActivityHobbs Wealth Management, LLC has $87.53 million in total holdings as of December 31, 2024.Hobbs Wealth Management, LLC owns shares of 41 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio S&P 500 ETF $19,478,308iShares S&P 500 Growth ETF $9,250,297iShares MSCI USA Quality Factor ETF $7,976,559iShares U.S. Equity Factor Rotation Active ETF $7,545,384iShares MSCI EAFE Growth ETF $6,093,415 Sector AllocationMap of 500 Largest Holdings ofHobbs Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$19,478,308282,54022.3%ETFIVWiShares S&P 500 Growth ETF$9,250,29791,10910.6%ETFQUALiShares MSCI USA Quality Factor ETF$7,976,55944,7929.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$7,545,384147,2278.6%ETFEFGiShares MSCI EAFE Growth ETF$6,093,41562,9297.0%ETFEFViShares MSCI EAFE Value ETF$6,049,948115,3036.9%ETFIVEiShares S&P 500 Value ETF$4,186,76221,9344.8%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,146,34456,7423.6%ManufacturingIYWiShares U.S. Technology ETF$3,086,23319,3473.5%ManufacturingIUSBiShares Core Total USD Bond Market ETF$2,126,93147,0562.4%ManufacturingSPMOInvesco S&P 500 Momentum ETF$2,113,87722,2492.4%ETFAAPLApple$1,429,1475,7071.6%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,347,27625,8001.5%ETFMSFTMicrosoft$1,232,4662,9241.4%Computer and TechnologyNVDANVIDIA$1,221,9059,0991.4%Computer and TechnologyLLYEli Lilly and Company$1,117,0841,4471.3%MedicalSCHZSchwab U.S. Aggregate Bond ETF$999,86744,0471.1%ETFIFRAiShares U.S. Infrastructure ETF$757,25816,3590.9%ETFMBBiShares MBS ETF$732,3407,9880.8%ETFAMZNAmazon.com$696,5633,1750.8%Retail/WholesaleGOOGLAlphabet$520,0072,7470.6%Computer and TechnologyTSLATesla$499,5501,2370.6%Auto/Tires/TrucksAVGOBroadcom$482,6912,0820.6%Computer and TechnologyMETAMeta Platforms$475,4348120.5%Computer and TechnologyWMTWalmart$427,1754,7280.5%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$379,9734,3510.4%ETFBRK.BBerkshire Hathaway$377,1298320.4%FinanceGOOGAlphabet$344,1251,8070.4%Computer and TechnologyJPMJPMorgan Chase & Co.$340,8681,4220.4%FinanceBINCiShares Flexible Income Active ETF$312,2246,0020.4%ETFCRMSalesforce$291,2018710.3%Computer and TechnologyVVisa$291,0739210.3%Business ServicesIVViShares Core S&P 500 ETF$275,5024680.3%ETFMAMastercard$274,3435210.3%Business ServicesHDHome Depot$270,7376960.3%Retail/WholesaleUNHUnitedHealth Group$242,8134800.3%MedicalXOMExxon Mobil$233,5342,1710.3%Oils/EnergyCOSTCostco Wholesale$232,7332540.3%Retail/WholesaleCSCOCisco Systems$231,7093,9140.3%Computer and TechnologyPGProcter & Gamble$220,9631,3180.3%Consumer StaplesKOCoca-Cola$216,7273,4810.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
