HW
| |
Hobbs Wealth Management, LLC13F | |
| Hobbs Wealth Management, LLC | |
| Last update 2025-04-25 | 51 Stocks (12 new) |
| Value $90.00 Mil | Turnover 13 % |
Hobbs Wealth Management, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 291,657 | 19,179.4 | +3.23% | 21.280 | +0.67% | 0.030 | +18.38% | +8.48% | 77,806.1 | ||
IVW | iShares S&P 500 Growth ETF | 94,720 | 8,792.9 | +3.96% | 9.760 | +0.37% | 0.020 | +24.74% | +11.18% | 61,898.8 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 50,137 | 8,567.9 | +11.93% | 9.510 | +1.01% | 0.020 | +13.71% | +4.75% | 53,353.1 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 156,260 | 7,619.2 | +6.14% | 8.450 | +0.49% | 0.050 | +19.23% | +9.40% | 19,812.2 | ||
IVE | iShares S&P 500 Value ETF | 30,003 | 5,718.0 | +36.79% | 6.340 | +1.71% | 0.020 | +11.73% | +5.47% | 39,945.9 | ||
EFV | iShares MSCI EAFE Value ETF | 96,789 | 5,704.7 | -16.06% | 6.330 | -1.11% | 0.030 | +12.40% | +27.85% | 26,997.4 | ||
EFG | iShares MSCI EAFE Growth ETF | 34,473 | 3,447.3 | -45.22% | 3.820 | -3.15% | 0.030 | +12.64% | +17.61% | 13,261.5 | ||
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 53,385 | 2,941.0 | -5.92% | 3.260 | -0.21% | 0.020 | +17.48% | +17.31% | 13,856.2 | ||
IYW | iShares U.S. Technology ETF | 19,918 | 2,797.3 | +2.95% | 3.100 | +0.09% | 0.020 | +31.81% | +11.61% | 22,348.0 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 48,061 | 2,593.8 | +86.28% | 2.880 | +1.33% | 0.000 | +17.65% | +20.02% | 100,556.0 |
Hobbs Wealth Management, LLC's Historical Top Holdings Breakdowns
Hobbs Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EFG | iShares MSCI EAFE Growth ETF | 2025-03-31 | Reduce Reduce | -3.15% | 96.1 ($101.94) 106.32 | $112.70 | 10.56% | Reduce -45.22% | 34,473 | -28,456 | |
XLG | Invesco S&P 500 Top 50 ETF | 2025-03-31 | New Buy New Buy | +2.42% | 45.72 ($49.35) 51.73 | $53.25 | 7.91% | New holding | 47,469 | 47,469 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Add Add | +1.71% | 185.78 ($193.5) 198.58 | $199.68 | 3.19% | Add 36.79% | 30,003 | 8,069 | |
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 2025-03-31 | New Buy New Buy | +1.55% | 34.83 ($36.45) 37.46 | $38.40 | 5.34% | New holding | 38,448 | 38,448 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Add Add | +1.33% | 50.83 ($53.83) 55.94 | $61.90 | 14.98% | Add 86.28% | 48,061 | 22,261 | |
EFV | iShares MSCI EAFE Value ETF | 2025-03-31 | Reduce Reduce | -1.11% | 51.88 ($56.57) 60.73 | $65.67 | 16.09% | Reduce -16.06% | 96,789 | -18,514 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Add Add | +1.01% | 168.16 ($179.03) 186.21 | $185.81 | 3.79% | Add 11.93% | 50,137 | 5,345 | |
IFRA | iShares U.S. Infrastructure ETF | 2025-03-31 | Sold Out Sold Out | -0.87% | 44.8 ($46.64) 49.25 | $51.45 | 10.31% | Sold Out | 0 | -16,359 | |
XTEN |
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
| 2025-03-31 | New Buy New Buy | +0.67% | 43.99 ($45.54) 46.79 | $45.44 | -0.23% | New holding | 12,950 | 12,950 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add Add | +0.67% | 64.88 ($69.16) 72.1 | $74.33 | 7.48% | Add 3.23% | 291,657 | 9,117 |
Hobbs Wealth Management, LLC Total Holding History ($B)
Hobbs Wealth Management, LLC's Asset Allocation
Hobbs Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Hobbs Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Hobbs Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Hobbs Wealth Management, LLC's Holdings Heat Map
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Hobbs Wealth Management, LLC's Holdings Bubble Chart
Hobbs Wealth Management, LLC News
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