Hobbs Group Advisors, LLC

data from 30/09/2025

Capitalization

$ 321.288 M 9.85 %

Average holding period

5 ans

Performance

$ 36.998 M 13.57 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Hobbs Group Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 EA SERIES TRUST 9.63% 30.941 M $ 1048021 2024/12/31 1.808 M $ 9.05 %
2025/09/30 SPDW SPDR INDEX SHS FDS 7.48% 24.047 M $ 561983 2024/06/30 976.906 K $ 5.68 %
2025/09/30 ROE EA SERIES TRUST 7.38% 23.704 M $ 685614 2024/06/30 2.346 M $ 7.33 %
2025/09/30 EA SERIES TRUST 4.95% 15.896 M $ 625950 2025/06/30 68.666 K $ 0.59 %
2025/09/30 SPTI SPDR SERIES TRUST 4.66% 14.982 M $ 518414 2024/06/30 69.308 K $ 0.45 %
2025/09/30 PPI INVESTMENT MANAGERS SER TR I 4.31% 13.836 M $ 755021 2024/06/30 1.475 M $ 12.11 %
2025/09/30 SPLG SPDR SERIES TRUST 3.99% 12.811 M $ 163536 2024/06/30 443.056 K $ 7.77 %
2025/09/30 DMBS DOUBLELINE ETF TRUST 3.37% 10.812 M $ 217642 2024/09/30 120.165 K $ 1.24 %
2025/09/30 IEMG ISHARES INC 3.13% 10.067 M $ 152722 2024/06/30 798.960 K $ 9.81 %
2025/09/30 USMV ISHARES TR 1.87% 5.999 M $ 63053 2024/06/30 79.719 K $ 1.35 %
2025/09/30 SPTL SPDR SERIES TRUST 1.86% 5.989 M $ 222213 2024/06/30 75.664 K $ 1.39 %
2025/09/30 DGRW WISDOMTREE TR 1.85% 5.943 M $ 66806 2024/06/30 378.246 K $ 6.23 %
2025/09/30 SPIB SPDR SERIES TRUST 1.61% 5.157 M $ 152164 2024/06/30 87.783 K $ 0.92 %
2025/09/30 BAB INVESCO EXCH TRADED FD TR II 1.52% 4.898 M $ 179486 2024/06/30 129.693 K $ 2.86 %
2025/09/30 XHLF BONDBLOXX ETF TRUST 1.49% 4.773 M $ 94659 2024/06/30 7.978 K $ 0.16 %
2025/09/30 SPTS SPDR SERIES TRUST 1.40% 4.505 M $ 153665 2025/03/31 4.333 K $ 0.10 %
2025/09/30 GLDM WORLD GOLD TR 1.27% 4.065 M $ 53171 2024/06/30 626.070 K $ 16.68 %
2025/09/30 COLLABORATIVE INVESTMNT SER 1.12% 3.591 M $ 141345 2025/03/31 37.777 K $ 1.28 %
2025/09/30 AAPL APPLE INC 1.11% 3.565 M $ 14000 2024/06/30 682.102 K $ 24.11 %
2025/09/30 IHDG WISDOMTREE TR 0.98% 3.142 M $ 68187 2024/06/30 149.218 K $ 2.29 %
2025/09/30 IEFA ISHARES TR 0.91% 2.929 M $ 33549 2024/06/30 126.183 K $ 4.59 %
2025/09/30 GOOGL ALPHABET INC 0.91% 2.928 M $ 12043 2024/06/30 820.428 K $ 37.94 %
2025/09/30 WISDOMTREE TR 0.79% 2.550 M $ 100305 2025/06/30 42.648 K $ 1.88 %
2025/09/30 LRGF ISHARES TR 0.79% 2.526 M $ 36563 2024/06/30 180.986 K $ 7.72 %
2025/09/30 MSFT MICROSOFT CORP 0.77% 2.468 M $ 4765 2024/06/30 98.468 K $ 4.13 %
2025/09/30 VTI VANGUARD INDEX FDS 0.71% 2.287 M $ 6958 2024/06/30 168.661 K $ 7.96 %
2025/09/30 WISDOMTREE TR 0.68% 2.169 M $ 84538 2025/06/30 38.129 K $ 1.78 %
2025/09/30 AMZN AMAZON COM INC 0.66% 2.131 M $ 9706 2024/06/30 1.744 K $ 0.08 %
2025/09/30 META META PLATFORMS INC 0.64% 2.058 M $ 2803 2024/06/30 -9.475 K $ -0.50 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.63% 2.014 M $ 23947 2024/06/30 28.496 K $ 1.44 %
2025/09/30 PYLD PIMCO ETF TR 0.63% 2.011 M $ 74925 2025/03/31 19.065 K $ 1.13 %
2025/09/30 SGOV ISHARES TR 0.62% 1.984 M $ 19705 2024/06/30 218.000 $ 0.01 %
2025/09/30 NVDA NVIDIA CORPORATION 0.62% 1.981 M $ 10618 2024/06/30 300.137 K $ 18.10 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.59% 1.886 M $ 9942 2024/06/30 78.278 K $ 4.38 %
2025/09/30 ITOT ISHARES TR 0.58% 1.852 M $ 12716 2024/06/30 134.874 K $ 7.86 %
2025/09/30 ALLW SSGA ACTIVE TR 0.57% 1.841 M $ 66018 2025/09/30 0.000 $ 0.00 %
2025/09/30 QQQ INVESCO QQQ TR 0.53% 1.699 M $ 2829 2024/06/30 152.622 K $ 8.83 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.51% 1.650 M $ 2072 2024/06/30 183.402 K $ 12.52 %
2025/09/30 IQDG WISDOMTREE TR 0.50% 1.595 M $ 40004 2024/06/30 9.600 K $ 0.61 %
2025/09/30 VGSH VANGUARD SCOTTSDALE FDS 0.49% 1.562 M $ 26536 2024/06/30 2.078 K $ 0.12 %
2025/09/30 DGRE WISDOMTREE TR 0.48% 1.534 M $ 53477 2024/06/30 74.340 K $ 4.03 %
2025/09/30 BSCP INVESCO EXCH TRD SLF IDX FD 0.45% 1.452 M $ 70197 2024/06/30 1.030 K $ 0.05 %
2025/09/30 BAC BANK AMERICA CORP 0.45% 1.435 M $ 27820 2024/06/30 118.710 K $ 9.02 %
2025/09/30 C CITIGROUP INC 0.44% 1.401 M $ 13806 2024/06/30 215.511 K $ 19.24 %
2025/09/30 GLW CORNING INC 0.43% 1.396 M $ 17017 2025/09/30 0.000 $ 0.00 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.43% 1.372 M $ 48457 2024/06/30 -52.808 K $ -3.71 %
2025/09/30 BSCS INVESCO EXCH TRD SLF IDX FD 0.40% 1.287 M $ 62554 2024/06/30 3.600 K $ 0.39 %
2025/09/30 QUAL ISHARES TR 0.40% 1.279 M $ 6577 2024/06/30 119.988 K $ 6.39 %
2025/09/30 BSCQ INVESCO EXCH TRD SLF IDX FD 0.39% 1.261 M $ 64493 2024/06/30 2.564 K $ 0.20 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.39% 1.256 M $ 4495 2024/06/30 198.475 K $ 23.31 %
2025/09/30 BSCT INVESCO EXCH TRD SLF IDX FD 0.38% 1.225 M $ 65137 2024/06/30 5.086 K $ 0.59 %
2025/09/30 SHY ISHARES TR 0.38% 1.221 M $ 14713 2024/06/30 1.344 K $ 0.12 %
2025/09/30 GOOG ALPHABET INC 0.38% 1.217 M $ 4996 2024/06/30 330.535 K $ 37.30 %
2025/09/30 BBIB J P MORGAN EXCHANGE TRADED F 0.37% 1.190 M $ 11954 2024/12/31 4.421 K $ 0.37 %
2025/09/30 WMT WALMART INC 0.35% 1.116 M $ 10828 2024/06/30 57.103 K $ 5.40 %
2025/09/30 VO VANGUARD INDEX FDS 0.33% 1.072 M $ 3646 2024/06/30 50.701 K $ 4.97 %
2025/09/30 IAU ISHARES GOLD TR 0.32% 1.032 M $ 14178 2024/06/30 147.592 K $ 16.69 %
2025/09/30 SPMD SPDR SERIES TRUST 0.32% 1.024 M $ 17905 2024/06/30 50.310 K $ 5.17 %
2025/09/30 HEFA ISHARES TR 0.29% 944.419 K $ 23843 2024/09/30 39.783 K $ 4.35 %
2025/09/30 BSCR INVESCO EXCH TRD SLF IDX FD 0.29% 933.312 K $ 47352 2024/06/30 2.847 K $ 0.31 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.29% 923.737 K $ 2781 2024/06/30 36.653 K $ 4.13 %
2025/09/30 CMI CUMMINS INC 0.28% 890.256 K $ 2108 2024/06/30 199.891 K $ 28.97 %
2025/09/30 FQAL FIDELITY COVINGTON TRUST 0.27% 867.203 K $ 11606 2024/06/30 60.285 K $ 7.31 %
2025/09/30 GBTC GRAYSCALE BITCOIN TRUST ETF 0.27% 861.968 K $ 9602 2025/06/30 25.045 K $ 5.82 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.26% 835.790 K $ 5540 2025/06/30 103.157 K $ 17.48 %
2025/09/30 GLTR ABRDN PRECIOUS METALS BASKET 0.26% 834.121 K $ 5042 2024/06/30 142.260 K $ 19.76 %
2025/09/30 IGIB ISHARES TR 0.26% 825.144 K $ 15255 2024/06/30 12.861 K $ 1.50 %
2025/09/30 AOA ISHARES TR 0.25% 809.297 K $ 9182 2024/06/30 75.185 K $ 5.68 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 0.25% 792.664 K $ 4435 2024/06/30 273.037 K $ 57.60 %
2025/09/30 ABBV ABBVIE INC 0.24% 780.901 K $ 3373 2024/06/30 155.531 K $ 24.74 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 0.24% 764.922 K $ 3095 2025/06/30 61.901 K $ 8.82 %
2025/09/30 LDOS LEIDOS HOLDINGS INC 0.24% 760.070 K $ 4022 2024/06/30 136.718 K $ 19.78 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.23% 753.019 K $ 2288 2024/06/30 18.898 K $ 1.95 %
2025/09/30 NUE NUCOR CORP 0.23% 742.347 K $ 5481 2024/06/30 32.283 K $ 4.55 %
2025/09/30 BSCU INVESCO EXCH TRD SLF IDX FD 0.23% 741.358 K $ 43867 2024/06/30 6.352 K $ 0.72 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.23% 732.941 K $ 1871 2024/06/30 -139.684 K $ -12.03 %
2025/09/30 BSCV INVESCO EXCH TRD SLF IDX FD 0.22% 711.325 K $ 42645 2025/06/30 2.833 K $ 0.91 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.22% 705.442 K $ 22560 2024/06/30 5.850 K $ 0.84 %
2025/09/30 TLT ISHARES TR 0.22% 704.726 K $ 7885 2024/06/30 14.956 K $ 1.27 %
2025/09/30 AGG ISHARES TR 0.21% 677.723 K $ 6760 2024/06/30 7.097 K $ 1.06 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.21% 671.661 K $ 7518 2024/06/30 51.587 K $ 5.34 %
2025/09/30 LNG CHENIERE ENERGY INC 0.20% 651.702 K $ 2773 2024/06/30 -24.543 K $ -3.51 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 0.20% 630.664 K $ 1360 2024/06/30 37.821 K $ 5.24 %
2025/09/30 FPEI FIRST TR EXCH TRADED FD III 0.20% 630.135 K $ 32582 2024/09/30 9.501 K $ 1.84 %
2025/09/30 VUG VANGUARD INDEX FDS 0.19% 619.177 K $ 1291 2024/06/30 50.523 K $ 9.40 %
2025/09/30 SPMB SPDR SERIES TRUST 0.19% 616.948 K $ 27493 2024/06/30 17.499 K $ 1.54 %
2025/09/30 PPA INVESCO EXCHANGE TRADED FD T 0.19% 611.445 K $ 3933 2024/06/30 54.118 K $ 9.71 %
2025/09/30 BSMR INVESCO EXCH TRD SLF IDX FD 0.19% 610.135 K $ 25788 2024/06/30 4.293 K $ 0.81 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.19% 606.010 K $ 3268 2024/06/30 101.048 K $ 21.39 %
2025/09/30 IJH ISHARES TR 0.18% 594.087 K $ 9103 2024/06/30 29.872 K $ 5.22 %
2025/09/30 BSJQ INVESCO EXCH TRD SLF IDX FD 0.17% 555.710 K $ 23743 2025/09/30 0.000 $ 0.00 %
2025/09/30 BSJR INVESCO EXCH TRD SLF IDX FD 0.17% 555.626 K $ 24434 2025/09/30 0.000 $ 0.00 %
2025/09/30 IUSV ISHARES TR 0.17% 550.031 K $ 5503 2024/06/30 29.877 K $ 5.62 %
2025/09/30 SPGP INVESCO EXCHANGE TRADED FD T 0.17% 542.334 K $ 4773 2024/06/30 28.256 K $ 5.50 %
2025/09/30 VTEB VANGUARD MUN BD FDS 0.16% 528.689 K $ 10559 2024/06/30 10.976 K $ 2.12 %
2025/09/30 TSLA TESLA INC 0.16% 527.383 K $ 1186 2024/06/30 150.184 K $ 40.00 %
2025/09/30 BSMQ INVESCO EXCH TRD SLF IDX FD 0.16% 526.119 K $ 22270 2024/06/30 1.336 K $ 0.30 %
2025/09/30 XOM EXXON MOBIL CORP 0.16% 523.958 K $ 4647 2024/06/30 26.007 K $ 4.59 %
2025/09/30 JAAA JANUS DETROIT STR TR 0.16% 523.706 K $ 10313 2024/09/30 495.000 $ 0.06 %
2025/09/30 MUNI PIMCO ETF TR 0.16% 520.604 K $ 9958 2024/06/30 9.156 K $ 1.79 %