Hobbs Wealth Management, LLC Top Holdings and 13F Report (2025) About Hobbs Wealth Management, LLCInvestment ActivityHobbs Wealth Management, LLC has $90.13 million in total holdings as of March 31, 2025.Hobbs Wealth Management, LLC owns shares of 51 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 13.08% of the portfolio was purchased this quarter.About 7.22% of the portfolio was sold this quarter.This quarter, Hobbs Wealth Management, LLC has purchased 41 new stocks and bought additional shares in 18 stocks.Hobbs Wealth Management, LLC sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $19,179,364iShares S&P 500 Growth ETF $8,792,858iShares MSCI USA Quality Factor ETF $8,567,912iShares U.S. Equity Factor Rotation Active ETF $7,619,238iShares S&P 500 Value ETF $5,717,972 Largest New Holdings this Quarter 46137V233 - Invesco S&P 500 Top 50 ETF $2,184,523 Holding46434V803 - iShares Currency Hedged MSCI EAFE ETF $1,395,278 Holding09789C812 - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF $603,082 Holding98149E303 - SPDR Gold MiniShares Trust $432,549 Holding459200101 - International Business Machines $242,195 Holding Largest Purchases this Quarter Invesco S&P 500 Top 50 ETF 47,469 shares (about $2.18M)iShares S&P 500 Value ETF 8,069 shares (about $1.54M)iShares Currency Hedged MSCI EAFE ETF 38,448 shares (about $1.40M)iShares Core MSCI Emerging Markets ETF 22,261 shares (about $1.20M)iShares MSCI USA Quality Factor ETF 5,345 shares (about $913.41K) Largest Sales this Quarter iShares MSCI EAFE Growth ETF 28,456 shares (about $2.85M)iShares MSCI EAFE Value ETF 18,514 shares (about $1.09M)Microsoft 819 shares (about $307.44K)iShares MBS ETF 2,038 shares (about $191.12K)iShares MSCI Emerging Markets ex China ETF 3,357 shares (about $184.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHobbs Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$19,179,364$599,534 ▲3.2%291,65721.3%ETFIVWiShares S&P 500 Growth ETF$8,792,858$335,209 ▲4.0%94,7209.8%ETFQUALiShares MSCI USA Quality Factor ETF$8,567,912$913,407 ▲11.9%50,1379.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$7,619,238$440,449 ▲6.1%156,2608.5%ETFIVEiShares S&P 500 Value ETF$5,717,972$1,537,790 ▲36.8%30,0036.3%ETFEFViShares MSCI EAFE Value ETF$5,704,744$1,091,215 ▼-16.1%96,7896.3%ETFEFGiShares MSCI EAFE Growth ETF$3,447,300$2,845,600 ▼-45.2%34,4733.8%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,940,980$184,937 ▼-5.9%53,3853.3%ManufacturingIYWiShares U.S. Technology ETF$2,797,284$80,191 ▲3.0%19,9183.1%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$2,593,852$1,201,426 ▲86.3%48,0612.9%ETFSPMOInvesco S&P 500 Momentum ETF$2,203,047$144,347 ▲7.0%23,8092.4%ETFXLGInvesco S&P 500 Top 50 ETF$2,184,523$2,184,523 ▲New Holding47,4692.4%ETFIUSBiShares Core Total USD Bond Market ETF$1,993,236$175,104 ▼-8.1%43,2562.2%ManufacturingHEFAiShares Currency Hedged MSCI EAFE ETF$1,395,278$1,395,278 ▲New Holding38,4481.5%ETFLLYEli Lilly and Company$1,205,003$9,911 ▲0.8%1,4591.3%MedicalAAPLApple$1,111,316$156,379 ▼-12.3%5,0031.2%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$991,619$28,510 ▼-2.8%42,8161.1%ETFNVDANVIDIA$819,136$167,014 ▼-16.9%7,5580.9%Computer and TechnologyMSFTMicrosoft$790,196$307,444 ▼-28.0%2,1050.9%Computer and TechnologyAMZNAmazon.com$711,953$107,877 ▲17.9%3,7420.8%Retail/WholesaleXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$603,082$603,082 ▲New Holding12,9500.7%ETFMBBiShares MBS ETF$557,991$191,124 ▼-25.5%5,9500.6%ETFMETAMeta Platforms$487,024$19,020 ▲4.1%8450.5%Computer and TechnologyBRK.BBerkshire Hathaway$451,628$8,521 ▲1.9%8480.5%FinanceGLDMSPDR Gold MiniShares Trust$432,549$432,549 ▲New Holding6,9890.5%FinanceGOOGLAlphabet$414,126$10,670 ▼-2.5%2,6780.5%Computer and TechnologyWMTWalmart$412,086$2,985 ▼-0.7%4,6940.5%Retail/WholesaleJPMJPMorgan Chase & Co.$350,288$1,472 ▲0.4%1,4280.4%FinanceVVisa$333,638$10,864 ▲3.4%9520.4%Business ServicesAVGOBroadcom$320,628$27,961 ▼-8.0%1,9150.4%Computer and TechnologyBINCiShares Flexible Income Active ETF$293,904$20,481 ▼-6.5%5,6110.3%ETFMAMastercard$286,667$1,096 ▲0.4%5230.3%Business ServicesXOMExxon Mobil$271,517$13,320 ▲5.2%2,2830.3%EnergyGOOGAlphabet$264,654$17,654 ▼-6.3%1,6940.3%Computer and TechnologyTSLATesla$264,343$56,238 ▼-17.5%1,0200.3%Auto/Tires/TrucksCRMSalesforce$263,261$29,520 ▲12.6%9810.3%Computer and TechnologyCSCOCisco Systems$259,861$18,328 ▲7.6%4,2110.3%Computer and TechnologyHDHome Depot$243,716$11,361 ▼-4.5%6650.3%Retail/WholesaleIBMInternational Business Machines$242,195$242,195 ▲New Holding9740.3%Computer and TechnologyCOSTCostco Wholesale$237,391$2,837 ▼-1.2%2510.3%Retail/WholesaleKOCoca-Cola$235,343$13,966 ▼-5.6%3,2860.3%Consumer StaplesIVViShares Core S&P 500 ETF$232,065$30,905 ▼-11.8%4130.3%ETFPGProcter & Gamble$224,443$170 ▼-0.1%1,3170.2%Consumer StaplesUNHUnitedHealth Group$223,118$28,283 ▼-11.3%4260.2%MedicalTXNTexas Instruments$215,999$215,999 ▲New Holding1,2020.2%Computer and TechnologyTMUST-Mobile US$215,502$215,502 ▲New Holding8080.2%Computer and TechnologyCVXChevron$213,797$213,797 ▲New Holding1,2780.2%EnergyNFLXNetflix$207,022$207,022 ▲New Holding2220.2%Consumer DiscretionaryABBVAbbVie$204,492$204,492 ▲New Holding9760.2%MedicalACNAccenture$204,386$204,386 ▲New Holding6550.2%Computer and TechnologyFIFiserv$201,397$201,397 ▲New Holding9120.2%Business ServicesIFRAiShares U.S. Infrastructure ETF$0$757,258 ▼-100.0%00.0%ETFTLTiShares 20+ Year Treasury Bond ETF$0$379,973 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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