13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002012280
Total reported value
$380.1M
$380.1M
649 檔
25.0%
In Q3 2024, Hobbs Group Advisors, LLC's U.S. equity holdings reached a combined market value of $380.1M, distributed across 649 disclosed stock positions.
During Q3 2024, Hobbs Group Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 649 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ROE | Ast US Eq Wgt Qlty Kings ETF | ETF-Other | 12.00% | +0.37% | +7.59% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 6.86% | -0.16% | +3.16% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 6.17% | -1.44% | +7.58% | |
| 4 | PPI | Astoria Real Assets ETF | ETF-Other | 4.66% | -0.52% | -7.87% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 4.41% | -0.07% | +6.24% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.46% | -0.30% | +15.94% | |
| 7 | IHDG | Wisdomtree International Hed | ETF-Other | 3.34% | -0.06% | -10.72% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.98% | — | +22.88% | |
| 9 | DGRE | Wisdomtree Emerging Markets | ETF-Emerging Markets | 2.84% | +0.04% | +5.33% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.54% | -0.11% | +143.31% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.37% | -0.38% | +3.31% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.25% | -0.26% | +4.27% | |
| 13 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 1.57% | -0.54% | -3.60% | |
| 14 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.46% | -0.10% | +2.56% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.02% | +1.53% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.17% | -0.01% | +0.73% | |
| 17 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.05% | -0.02% | -38.87% | |
| 18 | DMBS | Doubleline Mortgage ETF | ETF-Other | 1.03% | +0.97% | — | |
| 19 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.90% | +0.01% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | +0.01% | +5.22% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.83% | -0.05% | -0.51% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.06% | +1.71% | |
| 23 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.74% | — | +14.44% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.73% | -0.07% | -3.64% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.05% | -54.18% | |
| 26 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.67% | -0.03% | +2.36% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.57% | — | -0.58% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | -0.02% | — | |
| 29 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.54% | — | -27.02% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.54% | +0.01% | +0.05% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.53% | — | -3.24% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.08% | -1.30% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.02% | -1.29% | |
| 34 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.49% | — | -31.13% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.06% | +8.90% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.09% | +0.56% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.47% | -0.02% | +0.55% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | +0.01% | -9.25% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.03% | +14.20% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.44% | — | +2.12% | |
| 41 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.42% | -0.11% | +0.86% | |
| 42 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.40% | -0.03% | +1.82% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.39% | -0.26% | +3.52% | |
| 44 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.37% | -0.01% | +3.01% | |
| 45 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.37% | -0.03% | -5.64% | |
| 46 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.37% | -0.03% | +1.11% | |
| 47 | QGRO | American Century US Quality | ETF-Other | 0.37% | — | -18.62% | |
| 48 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.37% | -0.17% | EXIT | |
| 49 | BSMO | Invesco Bulletshares 2024 Mb | ETF-Other | 0.37% | — | -3.01% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.36% | -0.01% | +0.11% |
According to official SEC Form 13F filings, Hobbs Group Advisors, LLC reported a total U.S. public equity portfolio value of $380.1M across 649 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ROE, SPIB, SPTI) accounted for 25.0% of total reported equity market value during Q3 2024.
During Q3 2024, Hobbs Group Advisors, LLC's top holdings by market value included ROE (12.0%)、SPIB (6.9%)、SPTI (6.2%). The largest single position, ROE, represented 12.0% of total portfolio value.
In Q3 2024, Hobbs Group Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.