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Hobbs Group Advisors

Latest statistics and disclosures from Hobbs Group Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ROE, SPIB, SPTI, SPDW, PPI, and represent 34.55% of Hobbs Group Advisors's stock portfolio.
Added to shares of these 10 stocks: SPLG (+$9.9M), GQQQ (+$9.7M), IEMG (+$6.1M), SPIB, SPDW, DMBS, BBIB, IEFA, HEFA, GOOGL.
Started 6 new stock positions in SPLG, BBIB, PFIG, SPEM, GQQQ, CAVA.
Reduced shares in these 10 stocks: QUAL (-$5.3M), DGRW, DGRE, USMV, SPTL, ROE, Bsco etf, PPI, GLDM, Invesco Bulletshares 2024 Mu buls.
Sold out of its positions in OUSA, AMRK, T, ARKK, ARKF, ABT, BCI, SGOL, ADBE, ACM.
Hobbs Group Advisors was a net seller of stock by $-7.6M.
Hobbs Group Advisors has $266M in assets under management (AUM), dropping by -4.92%.
Central Index Key (CIK): 0002012280

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Positions held by Hobbs Group Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hobbs Group Advisors

Hobbs Group Advisors holds 145 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ea Series Trust Astoria Us Equal (ROE)	11.6	$31M	-6%	1.0M	30.40	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	8.3	$22M	+18%	673k	32.76	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	6.5	$17M	+3%	617k	27.88	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.2	$11M	+26%	325k	34.13	View chart
Investment Managers Ser Tr I Axs Astoria Real (PPI)	4.0	$11M	-11%	740k	14.49	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	3.7	$9.9M	NEW	144k	68.94	View chart
Ea Series Trust Astoria Us Quali (GQQQ)	3.7	$9.7M	NEW	379k	25.65	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	3.1	$8.3M	-5%	192k	43.48	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.8	$7.4M	-38%	91k	80.93	View chart
Ishares Core Msci Emkt (IEMG)	2.7	$7.1M	+615%	136k	52.22	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.9	$5.2M	-21%	99k	51.99	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	1.9	$5.0M	+15%	101k	50.18	View chart
Apple (AAPL)	1.6	$4.2M	+2%	17k	250.42	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	1.6	$4.2M	+52%	88k	48.10	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	1.5	$3.9M		149k	26.15	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.2	$3.2M	-53%	36k	88.79	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.2	$3.1M	-45%	118k	26.19	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$3.1M	-3%	61k	50.13	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$2.9M	-64%	17k	178.08	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	1.0	$2.6M	-64%	102k	25.02	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$2.4M	+72%	34k	70.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.9	$2.4M	+13%	114k	20.65	View chart
Ishares Tr U S Equity Factr (LRGF)	0.9	$2.3M	-11%	38k	60.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$2.3M	+50%	12k	189.30	View chart
Microsoft Corporation (MSFT)	0.8	$2.2M	-5%	5.2k	421.51	View chart
Amazon (AMZN)	0.8	$2.2M	+29%	9.9k	219.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$2.1M	-17%	7.2k	289.81	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$2.0M	-13%	34k	58.18	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$1.9M		24k	80.27	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.7	$1.9M	-31%	89k	21.55	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$1.7M	+8%	13k	128.62	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$1.6M	+63%	19k	87.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.4M	-31%	2.8k	511.28	View chart
NVIDIA Corporation (NVDA)	0.5	$1.4M	-4%	11k	134.29	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.5	$1.4M	-14%	41k	34.23	View chart
Meta Platforms Cl A (META)	0.5	$1.4M	+9%	2.4k	585.54	View chart
Goldman Sachs (GS)	0.5	$1.4M		2.4k	572.55	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$1.4M		13k	104.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.5	$1.4M	+16%	70k	19.43	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.5	$1.3M	-2%	3.4k	402.70	View chart
Cummins (CMI)	0.5	$1.3M	+82%	3.8k	348.56	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.3M	-3%	12k	107.57	View chart
Bank of America Corporation (BAC)	0.5	$1.3M	-10%	29k	43.95	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$1.2M	+14%	12k	100.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.1M	+66%	5.9k	190.44	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBIB)	0.4	$1.1M	NEW	11k	96.20	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.4	$1.0M		53k	19.48	View chart
Wal-Mart Stores (WMT)	0.4	$1.0M	+15%	11k	90.35	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.4	$1.0M		51k	20.13	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$997k		3.8k	264.11	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.4	$992k		18k	54.69	View chart
Kinder Morgan (KMI)	0.4	$958k	+5%	35k	27.40	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.4	$953k		52k	18.34	View chart
Leidos Holdings (LDOS)	0.4	$945k	+3%	6.6k	144.06	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$935k		18k	51.51	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.3	$910k		39k	23.60	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$881k		18k	49.51	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.3	$857k		36k	23.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.3	$853k	-5%	35k	24.51	View chart
American Express Company (AXP)	0.3	$850k		2.9k	296.79	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$825k	+7076%	24k	34.75	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.3	$822k	-27%	8.2k	99.70	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.3	$821k	+6%	32k	25.58	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.3	$821k		35k	23.33	View chart
Novo-nordisk A S Adr (NVO)	0.3	$819k	-23%	9.5k	86.02	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$813k		9.9k	81.98	View chart
Nextera Energy (NEE)	0.3	$785k	-29%	11k	71.69	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.3	$774k		12k	65.43	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$769k		11k	70.71	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$763k		1.8k	425.55	View chart
Sofi Technologies (SOFI)	0.3	$755k		49k	15.40	View chart
Constellation Energy (CEG)	0.3	$746k	+2959%	3.3k	223.72	View chart
Abbvie (ABBV)	0.3	$734k	+6%	4.1k	177.69	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.3	$716k		31k	22.94	View chart
Citigroup Com New (C)	0.3	$696k	+9%	9.9k	70.39	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$683k	-14%	13k	50.88	View chart
Cheniere Energy Com New (LNG)	0.2	$634k	+6%	3.0k	214.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$624k	+2%	1.1k	588.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$609k		9.8k	62.31	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$601k	+8%	3.0k	197.46	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.2	$579k	-2%	7.4k	78.18	View chart
Enterprise Products Partners (EPD)	0.2	$577k	+32%	18k	31.36	View chart
Tesla Motors (TSLA)	0.2	$576k		1.4k	403.84	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$567k	+412%	11k	50.71	View chart
Lockheed Martin Corporation (LMT)	0.2	$560k		1.2k	485.99	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$557k		34k	16.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$545k		5.6k	96.91	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$544k	+6%	5.9k	92.58	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$523k	+3%	4.8k	109.80	View chart
Intuitive Surgical Com New (ISRG)	0.2	$523k		1.0k	521.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$503k	-3%	1.2k	410.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$494k	+297%	2.1k	237.30	View chart
Oracle Corporation (ORCL)	0.2	$494k		3.0k	166.62	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$493k	+73%	26k	18.70	View chart
Home Depot (HD)	0.2	$469k	+7%	1.2k	389.11	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG)	0.2	$467k	NEW	20k	23.48	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$453k	+22%	21k	21.72	View chart
Cme (CME)	0.2	$443k	+2%	1.9k	232.18	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.2	$437k		24k	18.48	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$426k	-16%	8.2k	51.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$426k		726.00	586.05	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$412k		5.1k	81.24	View chart
Morgan Stanley Com New (MS)	0.1	$387k		3.1k	125.73	View chart
Verizon Communications (VZ)	0.1	$386k	-11%	9.6k	39.99	View chart
Oneok (OKE)	0.1	$382k		3.8k	100.39	View chart
Merck & Co (MRK)	0.1	$378k	-28%	3.8k	99.48	View chart
JPMorgan Chase & Co. (JPM)	0.1	$364k		1.5k	239.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$355k	+6%	3.1k	115.22	View chart
Coupang Cl A (CPNG)	0.1	$349k	-5%	16k	21.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$349k	+2%	769.00	453.28	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$348k	+34%	4.5k	76.62	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$341k	+20%	5.6k	61.34	View chart
Amgen (AMGN)	0.1	$338k	-9%	1.3k	260.63	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.1	$331k	+32%	16k	20.93	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$330k		1.9k	176.67	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$328k	+20%	5.6k	58.93	View chart
Duke Energy Corp Com New (DUK)	0.1	$320k	-10%	3.0k	107.74	View chart
Procter & Gamble Company (PG)	0.1	$312k		1.9k	167.67	View chart
EOG Resources (EOG)	0.1	$306k		2.5k	122.57	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.1	$304k	-14%	7.6k	39.81	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.1	$303k	-20%	13k	23.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$302k		753.00	401.58	View chart
UnitedHealth (UNH)	0.1	$302k	-15%	598.00	505.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$299k	+23%	555.00	539.16	View chart
Ameriprise Financial (AMP)	0.1	$292k		548.00	532.43	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$272k	+5%	14k	19.59	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$270k	NEW	7.0k	38.37	View chart
Cava Group Ord (CAVA)	0.1	$256k	NEW	2.3k	112.78	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$243k		2.1k	114.73	View chart
Visa Com Cl A (V)	0.1	$241k		761.00	316.05	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$226k	+19%	2.6k	85.67	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$219k		2.9k	75.70	View chart
Johnson & Johnson (JNJ)	0.1	$214k	+25%	1.5k	144.62	View chart
Applied Materials (AMAT)	0.1	$214k		1.3k	162.65	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$211k		10k	21.07	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$210k		1.7k	124.96	View chart
Eli Lilly & Co. (LLY)	0.1	$210k	+5%	272.00	772.42	View chart
Broadcom (AVGO)	0.1	$210k	+35%	906.00	231.85	View chart
Lowe's Companies (LOW)	0.1	$209k		848.00	246.84	View chart
Paccar (PCAR)	0.1	$205k	-11%	2.0k	104.01	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$204k	+276%	4.9k	41.73	View chart
Tidal Etf Tr Unlimited Hfnd (HFND)	0.1	$203k	+3%	9.4k	21.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$202k	-2%	1.2k	169.25	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.1	$202k		7.8k	25.76	View chart
Baytex Energy Corp (BTE)	0.0	$26k		10k	2.58	View chart

Past Filings by Hobbs Group Advisors

SEC 13F filings are viewable for Hobbs Group Advisors going back to 2023

Hobbs Group Advisors 2024 Q4 filed Feb. 12, 2025
Hobbs Group Advisors 2024 Q3 filed Nov. 18, 2024
Hobbs Group Advisors 2024 Q2 filed July 22, 2024
Hobbs Group Advisors 2023 Q4 filed Feb. 16, 2024

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