The Analysis of Hobbs Wealth Management, LLC's Holdings


Currently, Hobbs Wealth Management, LLC holds 57 types of securities in its portfolio with a total value $119.2M. In the most recent quarter, they have increased their positions in XLG (+74.8K shares, valued at $4.3M), SHLD (+36.3K shares, valued at $2.5M), BAI (+68.4K shares, valued at $2.3M); decreased their positions in EFV (-47.1K shares, valued at $3.2M), EFG (-27.2K shares, valued at $3.1M), IUSB (-9.8K shares, valued at $459.3K); initiated new positions in SHLD (+36.3K shares, valued at $2.5M), AVEM (+24.3K shares, valued at $1.8M), ABBV (+1.2K shares, valued at $288.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST179.3K shares0.19%2025-09-302025-11-05history
QUAL ISHARES TR59.4K shares-0.72%2025-09-302025-11-05history
DYNF BLACKROCK ETF TRUST171.5K shares3.54%2025-09-302025-11-05history
IVW ISHARES TR80.9K shares-1.75%2025-09-302025-11-05history
XLG INVESCO EXCHANGE TRADED FD T155.3K shares92.98%2025-09-302025-11-05history
EFV ISHARES TR116.7K shares-28.75%2025-09-302025-11-05history
IVE ISHARES TR36.3K shares3.90%2025-09-302025-11-05history
IEMG ISHARES INC107.1K shares1.89%2025-09-302025-11-05history
Sponsored
THRO BLACKROCK ETF TRUST120.2K shares2.52%2025-09-302025-11-05history
BAI BLACKROCK ETF TRUST128.9K shares113.19%2025-09-302025-11-05history
SPMO INVESCO EXCH TRADED FD TR II25.4K shares1.29%2025-09-302025-11-05history
SHLD GLOBAL X FDS36.3K sharesnew addition2025-09-302025-11-05history
NVDA NVIDIA CORPORATION12.1K shares24.57%2025-09-302025-11-05history
AVEM AMERICAN CENTY ETF TR24.3K sharesnew addition2025-09-302025-11-05history
MSFT MICROSOFT CORP3.4K shares13.26%2025-09-302025-11-05history
LLY ELI LILLY & CO2.0K shares33.01%2025-09-302025-11-05history
Sponsored
AAPL APPLE INC5.8K shares23.60%2025-09-302025-11-05history
XTEN BONDBLOXX ETF TRUST27.5K shares3.95%2025-09-302025-11-05history
IUSB ISHARES TR26.1K shares-27.37%2025-09-302025-11-05history
SCHZ SCHWAB STRATEGIC TR44.6K shares4.72%2025-09-302025-11-05history
AMZN AMAZON COM INC4.6K shares21.66%2025-09-302025-11-05history
EFG ISHARES TR8.9K shares-75.44%2025-09-302025-11-05history
AVGO BROADCOM INC2.8K shares19.47%2025-09-302025-11-05history
GOOGL ALPHABET INC3.3K shares14.94%2025-09-302025-11-05history
Sponsored
META META PLATFORMS INC948 shares32.59%2025-09-302025-11-05history
GOOG ALPHABET INC2.5K shares20.11%2025-09-302025-11-05history
MBB ISHARES TR6.1K shares5.30%2025-09-302025-11-05history
GLDM WORLD GOLD TR7.5K shares33.32%2025-09-302025-11-05history
JPM JPMORGAN CHASE & CO.1.7K shares12.88%2025-09-302025-11-05history
TSLA TESLA INC1.2K shares-6.17%2025-09-302025-11-05history
BRK.B BERKSHIRE HATHAWAY INC DEL1.0K shares20.63%2025-09-302025-11-05history
IAGG ISHARES TR10.0K shares4.92%2025-09-302025-11-05history
Sponsored
ORCL ORACLE CORP1.4K shares26.87%2025-09-302025-11-05history
V VISA INC1.1K shares17.19%2025-09-302025-11-05history
MA MASTERCARD INCORPORATED613 shares15.66%2025-09-302025-11-05history
NFLX NETFLIX INC280 shares13.36%2025-09-302025-11-05history
CSCO CISCO SYS INC4.9K shares13.25%2025-09-302025-11-05history
BINC BLACKROCK ETF TRUST II6.3K shares7.04%2025-09-302025-11-05history
HD HOME DEPOT INC822 shares17.43%2025-09-302025-11-05history
PLTR PALANTIR TECHNOLOGIES INC1.7K shares1.69%2025-09-302025-11-05history
Sponsored
AMD ADVANCED MICRO DEVICES INC2.0K shares8.81%2025-09-302025-11-05history
XOM EXXON MOBIL CORP2.6K shares13.93%2025-09-302025-11-05history
ABBV ABBVIE INC1.2K sharesnew addition2025-09-302025-11-05history
WMT WALMART INC2.8K shares-25.05%2025-09-302025-11-05history
COST COSTCO WHSL CORP NEW301 shares14.89%2025-09-302025-11-05history
IVV ISHARES TR413 shares0.00%2025-09-302025-11-05history
GE GE AEROSPACE873 sharesnew addition2025-09-302025-11-05history
IBM INTERNATIONAL BUSINESS MACHS868 shares13.46%2025-09-302025-11-05history
Sponsored
LRCX LAM RESEARCH CORP1.8K sharesnew addition2025-09-302025-11-05history
RTX RTX CORPORATION1.5K sharesnew addition2025-09-302025-11-05history
KO COCA COLA CO3.6K shares6.94%2025-09-302025-11-05history
CVX CHEVRON CORP NEW1.5K sharesnew addition2025-09-302025-11-05history
PG PROCTER AND GAMBLE CO1.5K shares13.91%2025-09-302025-11-05history
BAC BANK AMERICA CORP4.3K sharesnew addition2025-09-302025-11-05history
DIS DISNEY WALT CO1.9K shares10.88%2025-09-302025-11-05history
ADI ANALOG DEVICES INC882 sharesnew addition2025-09-302025-11-05history
Sponsored
TMUS T-MOBILE US INC858 sharesnew addition2025-09-302025-11-05history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available