Hobbs Wealth Management, LLC New Holdings in Q4 2024

Hobbs Wealth Management, LLC

  • $87.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
283K
New
$66.77 - $71.52 $18.9M - $20.2M
283K $19.5B
IVW
Ishares S&P 500 Growth ETF

ETFs
91.1K
New
$94.43 - $105.47 $8.6M - $9.61M
91.1K $9.25B
QUAL
Ishares Msci Usa Quality Facto

ETFs
44.8K
New
$176.42 - $186.91 $7.9M - $8.37M
44.8K $7.98B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
147K
New
$49.03 - $53.35 $7.22M - $7.85M
147K $7.55B
EFG
Msci Eafe Growth ETF

ETFs
62.9K
New
$96.83 - $106.88 $6.09M - $6.73M
62.9K $6.09B
EFV
Msci Eafe Value ETF

ETFs
115K
New
$51.78 - $57.15 $5.97M - $6.59M
115K $6.05B
IVE
Ishares S&P 500 Value ETF

ETFs
21.9K
New
$189.5 - $206.17 $4.16M - $4.52M
21.9K $4.19B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
56.7K
New
$55.45 - $61.08 $3.15M - $3.47M
56.7K $3.15B
IYW
Ishares Dj Us Tech ETF

ETFs
19.3K
New
$148.14 - $166.23 $2.87M - $3.22M
19.3K $3.09B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
47.1K
New
$45.07 - $47.1 $2.12M - $2.22M
47.1K $2.13B
AAPL
Apple Inc.

Technology
5.71K
New
$221.69 - $259.02 $1.27M - $1.48M
5.71K $1.43B
IEMG
Ishares Inc

ETFs
25.8K
New
N/A
25.8K $1.35B
MSFT
Microsoft Corp

Technology
2.92K
New
$406.35 - $454.46 $1.19M - $1.33M
2.92K $1.23B
NVDA
Nvidia Corp

Technology
9.1K
New
$117.0 - $148.88 $1.06M - $1.35M
9.1K $1.22B
LLY
Eli Lilly & CO

Healthcare
1.45K
New
$727.2 - $932.06 $1.05M - $1.35M
1.45K $1.12B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
44K
New
$22.63 - $47.53 $997K - $2.09M
44K $1B
IFRA
Ishares Tr

ETFs
16.4K
New
$45.94 - $51.71 $752K - $846K
16.4K $757M
MBB
Ishares Tr

ETFs
7.99K
New
$91.26 - $95.82 $729K - $765K
7.99K $732M
AMZN
Amazon Com Inc

Consumer Cyclical
3.18K
New
$180.88 - $232.93 $574K - $740K
3.18K $697M
GOOGL
Alphabet Inc.

Communication Services
2.75K
New
$161.86 - $196.66 $445K - $540K
2.75K $520M
TSLA
Tesla, Inc.

Consumer Cyclical
1.24K
New
$213.65 - $479.86 $264K - $594K
1.24K $500M
AVGO
Broadcom Inc.

Technology
2.08K
New
$159.67 - $250.0 $332K - $521K
2.08K $483M
META
Meta Platforms, Inc.

Communication Services
812
New
$554.08 - $632.68 $450K - $514K
812 $475M
WMT
Walmart Inc.

Consumer Defensive
4.73K
New
$79.1 - $95.7 $374K - $452K
4.73K $427M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.35K
New
$87.1 - $98.49 $379K - $429K
4.35K $380M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
832
New
$442.29 - $483.08 $368K - $402K
832 $377M
GOOG
Alphabet Inc.

Communication Services
1.81K
New
$163.08 - $198.16 $295K - $358K
1.81K $344M
JPM
Jpmorgan Chase & CO

Financial Services
1.42K
New
$205.18 - $250.29 $292K - $356K
1.42K $341M
Blackrock ETF Trust Ii
6K
New
N/A
6K $312M
CRM
Salesforce, Inc.

Technology
871
New
$270.87 - $367.87 $236K - $320K
871 $291M
V
Visa Inc.

Financial Services
921
New
$273.87 - $320.91 $252K - $296K
921 $291M
IVV
Ishares Core S&P 500 ETF

ETFs
468
New
$570.51 - $610.59 $267K - $286K
468 $276M
MA
Mastercard Inc

Financial Services
521
New
$491.3 - $536.15 $256K - $279K
521 $274M
HD
Home Depot, Inc.

Consumer Cyclical
696
New
$385.02 - $431.37 $268K - $300K
696 $271M
UNH
Unitedhealth Group Inc

Healthcare
480
New
$485.52 - $625.25 $233K - $300K
480 $243M
XOM
Exxon Mobil Corp

Energy
2.17K
New
$105.51 - $125.37 $229K - $272K
2.17K $234M
COST
Costco Wholesale Corp

Consumer Defensive
254
New
$873.59 - $994.69 $222K - $253K
254 $233M
CSCO
Cisco Systems, Inc.

Technology
3.91K
New
$52.45 - $60.02 $205K - $235K
3.91K $232M
PG
Procter & Gamble CO

Consumer Defensive
1.32K
New
$161.05 - $179.7 $212K - $237K
1.32K $221M
KO
Coca Cola CO

Consumer Defensive
3.48K
New
$61.74 - $71.71 $215K - $250K
3.48K $217M
Activity Summary
Buys All Purchases 41 New Holdings 41 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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