Hobbs Wealth Management, LLC Portfolio Holdings

Hobbs Wealth Management, LLC

$87.5 Billion
Q1 2025

Hobbs Wealth Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 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.

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
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$19.5 Billion 22.25% of portfolio	282,540	Q1 2025 Added 3.23%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$9.25 Billion 10.57% of portfolio	91,109	Q1 2025 Added 3.96%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$7.98 Billion 9.11% of portfolio	44,792	Q1 2025 Added 11.93%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$7.55 Billion 8.62% of portfolio	147,227	Q1 2025 Added 6.14%
EFG Msci Eafe Growth ETF ETFs	$0	$6.09 Billion 6.96% of portfolio	62,929	Q1 2025 Reduced 45.22%
EFV Msci Eafe Value ETF ETFs	$0	$6.05 Billion 6.91% of portfolio	115,303	Q1 2025 Reduced 16.06%
IVE Ishares S&P 500 Value ETF ETFs	$0	$4.19 Billion 4.78% of portfolio	21,934	Q1 2025 Added 36.79%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$3.15 Billion 3.59% of portfolio	56,742	Q1 2025 Reduced 5.92%
IYW Ishares Dj Us Tech ETF ETFs	$0	$3.09 Billion 3.53% of portfolio	19,347	Q1 2025 Added 2.95%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$2.13 Billion 2.43% of portfolio	47,056	Q1 2025 Reduced 8.08%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$2.11 Billion 2.42% of portfolio	22,249	Q1 2025 Added 7.01%
AAPL Apple Inc. Technology	$3.22T	$1.43 Billion 1.63% of portfolio	5,707	Q1 2025 Reduced 12.34%
IEMG Ishares Inc ETFs	$0	$1.35 Billion 1.54% of portfolio	25,800	Q1 2025 Added 86.28%
MSFT Microsoft Corp Technology	$3.43T	$1.23 Billion 1.41% of portfolio	2,924	Q1 2025 Reduced 28.01%
NVDA Nvidia Corp Technology	$338B	$1.22 Billion 1.4% of portfolio	9,099	Q1 2025 Reduced 16.94%
LLY Eli Lilly & CO Healthcare	$689B	$1.12 Billion 1.28% of portfolio	1,447	Q1 2025 Added 0.83%
SCHZ Schwab Us Aggregate Bond ETF ETFs	$0	$1 Billion 1.14% of portfolio	44,047	Q1 2025 Reduced 2.79%
IFRA Ishares Tr ETFs	$0	$757 Million 0.87% of portfolio	16,359	Q4 2024 New
MBB Ishares Tr ETFs	$0	$732 Million 0.84% of portfolio	7,988	Q1 2025 Reduced 25.51%
AMZN Amazon Com Inc Consumer Cyclical	$2.1T	$697 Million 0.8% of portfolio	3,175	Q1 2025 Added 17.86%
GOOGL Alphabet Inc. Communication Services	$1.03T	$520 Million 0.59% of portfolio	2,747	Q1 2025 Reduced 2.51%
TSLA Tesla, Inc. Consumer Cyclical	$1.15T	$500 Million 0.57% of portfolio	1,237	Q1 2025 Reduced 17.54%
AVGO Broadcom Inc. Technology	$95.4B	$483 Million 0.55% of portfolio	2,082	Q1 2025 Reduced 8.02%
META Meta Platforms, Inc. Communication Services	$1.45T	$475 Million 0.54% of portfolio	812	Q1 2025 Added 4.06%
WMT Walmart Inc. Consumer Defensive	$265B	$427 Million 0.49% of portfolio	4,728	Q1 2025 Reduced 0.72%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$380 Million 0.43% of portfolio	4,351	Q4 2024 New
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$377 Million 0.43% of portfolio	832	Q1 2025 Added 1.92%
GOOG Alphabet Inc. Communication Services	$1.06T	$344 Million 0.39% of portfolio	1,807	Q1 2025 Reduced 6.25%
JPM Jpmorgan Chase & CO Financial Services	$778B	$341 Million 0.39% of portfolio	1,422	Q1 2025 Added 0.42%
Blackrock ETF Trust Ii	-	$312 Million 0.36% of portfolio	-	Q1 2025 Reduced 6.51%
V Visa Inc. Financial Services	$587B	$291 Million 0.33% of portfolio	921	Q1 2025 Added 3.37%
CRM Salesforce, Inc. Technology	$277B	$291 Million 0.33% of portfolio	871	Q1 2025 Added 12.63%
MA Mastercard Inc Financial Services	$548B	$274 Million 0.31% of portfolio	521	Q1 2025 Added 0.38%
HD Home Depot, Inc. Consumer Cyclical	$379B	$271 Million 0.31% of portfolio	696	Q1 2025 Reduced 4.45%
IVV Ishares Core S&P 500 ETF ETFs	$0	$276 Million 0.31% of portfolio	468	Q1 2025 Reduced 11.75%
UNH Unitedhealth Group Inc Healthcare	$276B	$243 Million 0.28% of portfolio	480	Q1 2025 Reduced 11.25%
COST Costco Wholesale Corp Consumer Defensive	$450B	$233 Million 0.27% of portfolio	254	Q1 2025 Reduced 1.18%
XOM Exxon Mobil Corp Energy	$431B	$234 Million 0.27% of portfolio	2,171	Q1 2025 Added 5.16%
CSCO Cisco Systems, Inc. Technology	$262B	$232 Million 0.26% of portfolio	3,914	Q1 2025 Added 7.59%
PG Procter & Gamble CO Consumer Defensive	$398B	$221 Million 0.25% of portfolio	1,318	Q1 2025 Reduced 0.08%
KO Coca Cola CO Consumer Defensive	$310B	$217 Million 0.25% of portfolio	3,481	Q1 2025 Reduced 5.6%

Summary

Portfolio
No. of Stocks 41
Current Value $87.5 Billion
Prior Value $87.5 Billion
Filing
Period Q1 2025
Filing Date April 24, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 0 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Hobbs Wealth Management, LLC Portfolio Holdings