Hobbs Wealth Management, LLC Top Holdings and 13F Report (2025) About Hobbs Wealth Management, LLCInvestment ActivityHobbs Wealth Management, LLC has $104.78 million in total holdings as of June 30, 2025.Hobbs Wealth Management, LLC owns shares of 49 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 21.17% of the portfolio was purchased this quarter.About 15.99% of the portfolio was sold this quarter.This quarter, Hobbs Wealth Management, LLC has purchased 51 new stocks and bought additional shares in 27 stocks.Hobbs Wealth Management, LLC sold shares of 14 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $13,010,783iShares MSCI USA Quality Factor ETF $10,934,647iShares MSCI EAFE Value ETF $10,393,517iShares S&P 500 Growth ETF $9,062,441iShares U.S. Equity Factor Rotation Active ETF $9,018,249 Largest New Holdings this Quarter 09290C806 - BlackRock Future U.S. Themes ETF $4,170,154 Holding09290C780 - BLACKROCK ETF TRUST $1,743,781 Holding46435G672 - iShares Core International Aggregate Bond ETF $486,683 Holding007903107 - Advanced Micro Devices $256,129 Holding68389X105 - Oracle $240,056 Holding Largest Purchases this Quarter iShares MSCI EAFE Value ETF 66,940 shares (about $4.25M)BlackRock Future U.S. Themes ETF 117,205 shares (about $4.17M)iShares Core MSCI Emerging Markets ETF 57,069 shares (about $3.43M)iShares MSCI USA Quality Factor ETF 9,674 shares (about $1.77M)BLACKROCK ETF TRUST 60,443 shares (about $1.74M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 112,667 shares (about $8.19M)iShares S&P 500 Growth ETF 12,409 shares (about $1.37M)iShares U.S. Technology ETF 3,280 shares (about $568.33K)iShares Core Total USD Bond Market ETF 7,328 shares (about $338.77K)Walmart 1,005 shares (about $98.27K) 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$13,010,783$8,189,764 ▼-38.6%178,99012.4%ETFQUALiShares MSCI USA Quality Factor ETF$10,934,647$1,768,601 ▲19.3%59,81110.4%ETFEFViShares MSCI EAFE Value ETF$10,393,517$4,249,351 ▲69.2%163,7299.9%ETFIVWiShares S&P 500 Growth ETF$9,062,441$1,366,231 ▼-13.1%82,3118.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$9,018,249$508,330 ▲6.0%165,5948.6%ETFIVEiShares S&P 500 Value ETF$6,831,883$968,697 ▲16.5%34,9606.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$6,310,954$3,425,852 ▲118.7%105,1306.0%ETFXLGInvesco S&P 500 Top 50 ETF$4,193,269$1,720,134 ▲69.6%80,4854.0%ETFBTHMBlackRock Future U.S. Themes ETF$4,170,154$4,170,154 ▲New Holding117,2054.0%ETFEFGiShares MSCI EAFE Growth ETF$4,039,056$178,080 ▲4.6%36,0633.9%ETFIYWiShares U.S. Technology ETF$2,882,866$568,326 ▼-16.5%16,6382.8%ManufacturingSPMOInvesco S&P 500 Momentum ETF$2,815,124$137,326 ▲5.1%25,0302.7%ETFBLACKROCK ETF TRUST$1,743,781$1,743,781 ▲New Holding60,4431.7%ISHARES A I INNOIUSBiShares Core Total USD Bond Market ETF$1,660,951$338,773 ▼-16.9%35,9281.6%ManufacturingNVDANVIDIA$1,530,923$336,835 ▲28.2%9,6901.5%Computer and TechnologyMSFTMicrosoft$1,507,650$460,602 ▲44.0%3,0311.4%Computer and TechnologyXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$1,220,193$622,421 ▲104.1%26,4341.2%ETFLLYEli Lilly and Company$1,195,019$57,685 ▲5.1%1,5331.1%MedicalSCHZSchwab U.S. Aggregate Bond ETF$990,187$4,857 ▼-0.5%42,6070.9%ETFAAPLApple$962,247$64,218 ▼-6.3%4,6900.9%Computer and TechnologyAMZNAmazon.com$834,779$13,822 ▲1.7%3,8050.8%Retail/WholesaleAVGOBroadcom$635,649$107,779 ▲20.4%2,3060.6%Computer and TechnologyMBBiShares MBS ETF$540,055$18,590 ▼-3.3%5,7520.5%ETFMETAMeta Platforms$527,734$95,952 ▼-15.4%7150.5%Computer and TechnologyGOOGLAlphabet$498,907$26,963 ▲5.7%2,8310.5%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$486,683$486,683 ▲New Holding9,5260.5%ETFJPMJPMorgan Chase & Co.$438,924$24,932 ▲6.0%1,5140.4%FinanceBRK.BBerkshire Hathaway$414,362$2,429 ▲0.6%8530.4%FinanceTSLATesla$396,122$72,109 ▲22.3%1,2470.4%Auto/Tires/TrucksGLDMSPDR Gold MiniShares Trust$366,519$91,400 ▼-20.0%5,5940.3%FinanceGOOGAlphabet$364,359$63,860 ▲21.3%2,0540.3%Computer and TechnologyWMTWalmart$360,710$98,269 ▼-21.4%3,6890.3%Retail/WholesaleVVisa$336,587$1,420 ▼-0.4%9480.3%Business ServicesNFLXNetflix$330,765$33,478 ▲11.3%2470.3%Consumer DiscretionaryBINCiShares Flexible Income Active ETF$310,171$13,686 ▲4.6%5,8700.3%ETFCSCOCisco Systems$299,930$7,771 ▲2.7%4,3230.3%Computer and TechnologyMAMastercard$297,828$3,934 ▲1.3%5300.3%Business ServicesCOSTCostco Wholesale$259,364$10,889 ▲4.4%2620.2%Retail/WholesaleHDHome Depot$256,648$12,832 ▲5.3%7000.2%Retail/WholesaleIVViShares Core S&P 500 ETF$256,4320.0%4130.2%ETFAMDAdvanced Micro Devices$256,129$256,129 ▲New Holding1,8050.2%Computer and TechnologyXOMExxon Mobil$248,479$2,372 ▲1.0%2,3050.2%EnergyKOCocaCola$240,479$7,995 ▲3.4%3,3990.2%Consumer StaplesORCLOracle$240,056$240,056 ▲New Holding1,0980.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$234,334$234,334 ▲New Holding1,7190.2%CL ACRMSalesforce$233,968$33,541 ▼-12.5%8580.2%Computer and TechnologyIBMInternational Business Machines$225,507$61,609 ▼-21.5%7650.2%Computer and TechnologyDISWalt Disney$213,173$213,173 ▲New Holding1,7190.2%Consumer DiscretionaryPGProcter & Gamble$203,930$5,895 ▼-2.8%1,2800.2%Consumer StaplesEMXCiShares MSCI Emerging Markets ex China ETF$0$2,940,980 ▼-100.0%00.0%ManufacturingHEFAiShares Currency Hedged MSCI EAFE ETF$0$1,395,278 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$223,118 ▼-100.0%00.0%MedicalTXNTexas Instruments$0$215,999 ▼-100.0%00.0%Computer and TechnologyTMUST-Mobile US$0$215,502 ▼-100.0%00.0%Computer and TechnologyCVXChevron$0$213,797 ▼-100.0%00.0%EnergyABBVAbbVie$0$204,492 ▼-100.0%00.0%MedicalACNAccenture$0$204,386 ▼-100.0%00.0%Computer and TechnologyFIFiserv$0$201,397 ▼-100.0%00.0%Business ServicesShowing 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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