Hobart Private Capital, LLC Portfolio Holdings

Hobart Private Capital, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $403 Billion distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $50.2B, First Tr Ex Td Viii Ft Cboe Ve with a value of $35.7B, Vanguard Bd Index Fd Inc Total with a value of $28.8B, First Trust Rising Dividend Ac with a value of $26B, and Spdr Portfolio with a value of $17.9B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $391B to 403B.

Hobart Private Capital, LLC is based out at Charlotte, NC

Below you can find more details about Hobart Private Capital, LLC portfolio as well as his latest detailed transactions.