The Analysis of Hobbs Wealth Management, LLC's Holdings
Currently, Hobbs Wealth Management, LLC holds 21 types of securities in its portfolio with a total value $102.7M. In the most recent quarter, they have increased their positions in IVE (+15.4K shares, valued at $3.3M), AVEM (+25.9K shares, valued at $2.0M), SPMO (+13.6K shares, valued at $1.6M); decreased their positions in QUAL (-32.4K shares, valued at $6.4M), EFV (-4.0K shares, valued at $285.5K), IVW (-906 shares, valued at $111.7K); initiated new positions in VTI (+681 shares, valued at $228.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST180.8K shares0.82%2025-12-312026-01-29
DYNF BLACKROCK ETF TRUST182.9K shares6.66%2025-12-312026-01-29 IVE ISHARES TR51.7K shares42.32%2025-12-312026-01-29 IVW ISHARES TR80.0K shares-1.12%2025-12-312026-01-29 XLG INVESCO EXCHANGE TRADED FD T157.3K shares1.25%2025-12-312026-01-29 EFV ISHARES TR112.7K shares-3.43%2025-12-312026-01-29 IEMG ISHARES INC105.7K shares-1.35%2025-12-312026-01-29 QUAL ISHARES TR27.0K shares-54.58%2025-12-312026-01-29 SPMO INVESCO EXCH TRADED FD TR II39.0K shares53.76%2025-12-312026-01-29 THRO BLACKROCK ETF TRUST120.5K shares0.26%2025-12-312026-01-29 BAI BLACKROCK ETF TRUST131.0K shares1.65%2025-12-312026-01-29 AVEM AMERICAN CENTY ETF TR50.2K shares106.66%2025-12-312026-01-29 SHLD GLOBAL X FDS40.5K shares11.73%2025-12-312026-01-29 XTEN BONDBLOXX ETF TRUST30.3K shares10.43%2025-12-312026-01-29 IUSB ISHARES TR29.0K shares11.26%2025-12-312026-01-29 SCHZ SCHWAB STRATEGIC TR46.9K shares5.18%2025-12-312026-01-29 GLDM WORLD GOLD TR8.1K shares9.02%2025-12-312026-01-29 MBB ISHARES TR6.5K shares7.02%2025-12-312026-01-29 IAGG ISHARES TR11.5K shares14.93%2025-12-312026-01-29 BINC BLACKROCK ETF TRUST II6.4K shares2.08%2025-12-312026-01-29 VTI VANGUARD INDEX FDS681 sharesnew addition2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available