Hobart Private Capital, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $328 Billion distributed in 63 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 $59.6B, First Tr Ex Td Viii Ft Cboe Ve with a value of $30.3B, Vanguard Bd Index Fd Inc Total with a value of $27.7B, First Tr Value Line Divid Inde with a value of $15.6B, and First Trust Rising Dividend Ac with a value of $13.8B.

Examining the 13F form we can see an increase of $25.8B in the current position value, from $302B to 328B.

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.

Portfolio value $328 Billion
ETFs: $324 Billion
Technology: $741 Million
Healthcare: $622 Million
Consumer Defensive: $355 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $328 Billion
  • Prior Value $302 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Hobart Private Capital, LLC Portfolio

Follow Hobart Private Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hobart Private Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hobart Private Capital, LLC with notifications on news.