Hobbs Wealth Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $87.5 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $19.5B, Ishares S&P 500 Growth ETF with a value of $9.25B, Ishares Msci Usa Quality Facto with a value of $7.98B, Blackrock ETF Tr U S Equity Fa with a value of $7.55B, and Msci Eafe Growth ETF with a value of $6.09B.

Examining the 13F form we can see an increase of $87.5B in the current position value.

Hobbs Wealth Management, LLC is based out at Zionsville, IN

Below you can find more details about Hobbs Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $87.5 Billion
ETFs: $75.5 Billion
Technology: $4.89 Billion
Consumer Cyclical: $1.47 Billion
Healthcare: $1.36 Billion
Communication Services: $1.34 Billion
Financial Services: $1.28 Billion
Consumer Defensive: $1.1 Billion
Energy: $234 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $87.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 41 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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