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CIK: 0002019202
Total reported value
$118.3M
$118.3M
41 檔
42.5%
The Q4 2024 SEC filing reveals that Hobbs Wealth Management, LLC held a total portfolio value of $118.3M, covering 41 public equity positions.
During Q4 2024, Hobbs Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 22.25% | +11.10% | — | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.57% | +0.67% | — | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 9.11% | -4.56% | — | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 8.62% | -0.13% | — | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 6.96% | — | — | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 6.91% | -4.36% | — | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.78% | -1.35% | — | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.59% | — | — | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.53% | — | — | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.43% | +0.71% | — | |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.42% | -0.03% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.63% | — | — | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.54% | -0.02% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | — | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | — | — | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.28% | — | — | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.14% | -0.09% | — | |
| 18 | IFRA | Ishares US Infrastructure | ETF-Other | 0.87% | — | — | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 0.84% | -0.03% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | — | — | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | — | — | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | — | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | — | — | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | — | — | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.43% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | — | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | — | — | |
| 30 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.36% | -0.28% | EXIT | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.33% | — | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | — | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | — | — | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | — | — | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | — | — | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.28% | — | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | — | — | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | — | — | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | — | — | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | — | — | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | — | — |
According to official SEC Form 13F filings, Hobbs Wealth Management, LLC reported a total U.S. public equity portfolio value of $118.3M across 41 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IVW, QUAL) accounted for 42.5% of total reported equity market value during Q4 2024.
During Q4 2024, Hobbs Wealth Management, LLC's top holdings by market value included SPYM (22.3%)、IVW (10.6%)、QUAL (9.1%). The largest single position, SPYM, represented 22.3% of total portfolio value.
In Q4 2024, Hobbs Wealth Management, 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.
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