Hobart Private Capital, LLC Portfolio Holdings

Hobart Private Capital, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $441 Billion distributed in 220 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 $30.5B, First Trust Rising Dividend Ac with a value of $28.4B, Vanguard Bd Index Fd Inc Total with a value of $25.1B, First Tr Long/Short Equity ETF with a value of $20.4B, and Vanguard Wellington Fd U S Qua with a value of $16.6B.

Examining the 13F form we can see an increase of $40.9B in the current position value, from $400B to 441B.

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.