Hobbs Group Advisors, LLC Portfolio Holdings

Hobbs Group Advisors, LLC

  • $279 Billion
  • Q3 2024

Hobbs Group Advisors, LLC has filed its 13F form on November 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $279 Billion distributed in 660 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $33.5B, Spdr Portfolio Intermediate Te with a value of $19.1B, Spdr Ser Tr Spdr Portfolio Int with a value of $17.2B, Investment Mngers Ser Tr Ii Ax with a value of $13B, and Wisdomtree Tr Us Quality Divid with a value of $12.3B.

Examining the 13F form we can see an increase of $16.2B in the current position value, from $263B to 279B.

Hobbs Group Advisors, LLC is based out at Columbia, SC

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

Portfolio value $279 Billion
ETFs: $186 Billion
Technology: $11.9 Billion
Financial Services: $7.66 Billion
Healthcare: $7.66 Billion
Energy: $4.75 Billion
Communication Services: $4.15 Billion
Consumer Cyclical: $3.98 Billion
Industrials: $3.44 Billion
Other: $5.59 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$67.9 Million 0.02% of portfolio
1,610
Q3 2024 New
$0
$17.6 Million 0.01% of portfolio
900
Q2 2024 Reduced 40.0%
$0
$25.4 Million 0.01% of portfolio
2,916
Q4 2023 New
$0
$14.8 Million 0.01% of portfolio
1,000
Q4 2023 New
$0
$20.8 Million 0.01% of portfolio
1,000
Q4 2023 New
$0
$16.6 Million 0.01% of portfolio
818
Q4 2023 New
$0
$26.3 Million 0.01% of portfolio
2,913
Q2 2024 New
$0
$30.7 Million 0.01% of portfolio
2,566
Q2 2024 New
$0
$39.2 Million 0.01% of portfolio
1,874
Q3 2024 Added 20.67%
$0
$3.12 Million 0.0% of portfolio
152
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 660
  • Current Value $279 Billion
  • Prior Value $263 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 73 stocks
  • Additional Purchases 156 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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