Hobbs Wealth Management as of Sept. 30, 2025
Portfolio Holdings for Hobbs Wealth Management
Hobbs Wealth Management holds 57 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 11.8 | $14M | 179k | 78.34 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 9.7 | $12M | 59k | 194.50 | |
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 8.5 | $10M | 172k | 59.20 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 8.2 | $9.8M | 81k | 120.72 | |
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 7.5 | $8.9M | 155k | 57.52 | |
| Ishares Tr Eafe Value Etf (EFV) | 6.6 | $7.9M | 117k | 67.83 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 6.3 | $7.5M | 36k | 206.51 | |
| Ishares Core Msci Emkt (IEMG) | 5.9 | $7.1M | 107k | 65.92 | |
| Blackrock Etf Trust Ishares Us Thema (THRO) | 3.8 | $4.5M | 120k | 37.86 | |
| Blackrock Etf Trust Ishares A I Inno (BAI) | 3.7 | $4.4M | 129k | 34.16 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.6 | $3.1M | 25k | 121.06 | |
| Global X Fds Defense Tech Etf (SHLD) | 2.1 | $2.5M | 36k | 70.24 | |
| NVIDIA Corporation (NVDA) | 1.9 | $2.3M | 12k | 186.58 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.5 | $1.8M | 24k | 75.11 | |
| Microsoft Corporation (MSFT) | 1.5 | $1.8M | 3.4k | 517.95 | |
| Eli Lilly & Co. (LLY) | 1.3 | $1.6M | 2.0k | 763.00 | |
| Apple (AAPL) | 1.2 | $1.5M | 5.8k | 254.63 | |
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 1.1 | $1.3M | 28k | 46.63 | |
| Ishares Tr Core Total Usd (IUSB) | 1.0 | $1.2M | 26k | 46.71 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.9 | $1.0M | 45k | 23.47 | |
| Amazon (AMZN) | 0.9 | $1.0M | 4.6k | 219.57 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $1.0M | 8.9k | 113.88 | |
| Broadcom (AVGO) | 0.8 | $909k | 2.8k | 329.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $791k | 3.3k | 243.10 | |
| Meta Platforms Cl A (META) | 0.6 | $696k | 948.00 | 734.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $601k | 2.5k | 243.55 | |
| Ishares Tr Mbs Etf (MBB) | 0.5 | $576k | 6.1k | 95.15 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.5 | $570k | 7.5k | 76.45 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $539k | 1.7k | 315.43 | |
| Tesla Motors (TSLA) | 0.4 | $520k | 1.2k | 444.72 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $517k | 1.0k | 502.74 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.4 | $512k | 10k | 51.23 | |
| Oracle Corporation (ORCL) | 0.3 | $392k | 1.4k | 281.24 | |
| Visa Com Cl A (V) | 0.3 | $379k | 1.1k | 341.38 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $349k | 613.00 | 568.81 | |
| Netflix (NFLX) | 0.3 | $336k | 280.00 | 1198.92 | |
| Cisco Systems (CSCO) | 0.3 | $335k | 4.9k | 68.42 | |
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.3 | $335k | 6.3k | 53.24 | |
| Home Depot (HD) | 0.3 | $333k | 822.00 | 405.19 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $319k | 1.7k | 182.42 | |
| Advanced Micro Devices (AMD) | 0.3 | $318k | 2.0k | 161.79 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $296k | 2.6k | 112.75 | |
| Abbvie (ABBV) | 0.2 | $289k | 1.2k | 231.54 | |
| Wal-Mart Stores (WMT) | 0.2 | $285k | 2.8k | 103.06 | |
| Costco Wholesale Corporation (COST) | 0.2 | $279k | 301.00 | 925.63 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $276k | 413.00 | 669.30 | |
| Ge Aerospace Com New (GE) | 0.2 | $263k | 873.00 | 300.82 | |
| International Business Machines (IBM) | 0.2 | $245k | 868.00 | 282.16 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $244k | 1.8k | 133.90 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $243k | 1.5k | 167.33 | |
| Coca-Cola Company (KO) | 0.2 | $241k | 3.6k | 66.32 | |
| Chevron Corporation (CVX) | 0.2 | $226k | 1.5k | 155.29 | |
| Procter & Gamble Company (PG) | 0.2 | $224k | 1.5k | 153.65 | |
| Bank of America Corporation (BAC) | 0.2 | $219k | 4.3k | 51.59 | |
| Walt Disney Company (DIS) | 0.2 | $218k | 1.9k | 114.50 | |
| Analog Devices (ADI) | 0.2 | $217k | 882.00 | 245.70 | |
| Metropcs Communications (TMUS) | 0.2 | $205k | 858.00 | 239.38 |