Hobart Private Capital, LLC has filed its 13F form on October 01, 2025 for Q3 2025 where it was disclosed a total value porftolio of $478 Billion distributed in 238 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Rising Dividend Ac with a value of $32.9B, Spdr S&P 500 ETF Trust with a value of $31.7B, Vanguard Bd Index Fd Inc Total with a value of $21.6B, First Tr Long/Short Equity ETF with a value of $21.3B, and Spdr Portfolio with a value of $16.1B.

Examining the 13F form we can see an increase of $36.9B in the current position value, from $441B to 478B.

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 $478 Billion
ETFs: $418 Billion
Technology: $20 Billion
Communication Services: $6.56 Billion
Healthcare: $4.22 Billion
Consumer Cyclical: $4.03 Billion
Financial Services: $2.7 Billion
Consumer Defensive: $1.06 Billion
Industrials: $1.01 Billion
Other: $1.03 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 238
  • Current Value $478 Billion
  • Prior Value $441 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 01, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 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.