Hobbs Group Advisors

COLUMBIA, SCfiles as Hobbs Group Advisors, LLC

$380m in 164 US stocks at the end of 30 June 2026. The top 10 are 52.4% of the money. It changed about 9.1% of the portfolio this quarter.

Value
$380m
Stocks
164
Top 10 share
52.4%
Turnover
9.1%

What changed this quarter

New

Bought for the first time this quarter.

  • EA Series TrustBUXX
    0.8% of the fund
  • Ishares TRIBTH
    0.8% of the fund
  • Series Portfolios TRCLOX
    0.5% of the fund
  • Bondbloxx ETF TrustXONE
    0.5% of the fund
  • Etfis SER TR IUTES
    0.4% of the fund
  • Cisco SystemsCSCO
    <0.1% of the fund
  • Spdr Series TrustCERY
    <0.1% of the fund
  • Spdr Index SHS FDSEEMX
    <0.1% of the fund
  • Marathon PetroleumMPC
    <0.1% of the fund
  • Spdr Series TrustSPYX
    <0.1% of the fund
  • Vaneck ETF TrustSMH
    <0.1% of the fund

Added

Bought more of a stock they already held.

  • EA Series TrustGQQQ
    10.5% of the fund
    +4%
  • EA Series TrustAGGA
    5.5% of the fund
    +10%
  • Doubleline ETF TrustDMBS
    4.1% of the fund
    +49%
  • Pimco ETF TRPYLD
    1.9% of the fund
    +39%
  • Ssga Active TRALLW
    1.8% of the fund
    +8%
  • Invesco Exch Traded FD TR IIKBWB
    1.5% of the fund
    +41%
  • Invesco Exch Traded FD TR IIBAB
    1.4% of the fund
    +6%
  • CorningGLW
    1.0% of the fund
    +6%
  • Ishares TRIEFA
    0.9% of the fund
    +4%
  • Ssga Active TRMYCF
    0.8% of the fund
    +54%
  • NvidiaNVDA
    0.6% of the fund
    +11%
  • Ssga Active TRMYCG
    0.6% of the fund
    +88%
  • Ishares TRAOA
    0.3% of the fund
    +22%
  • Ishares TRSGOV
    0.3% of the fund
    +5%
  • CVS HealthCVS
    0.3% of the fund
    +101%
  • Invesco Exchange Traded FD TPPA
    0.2% of the fund
    +3%
  • StarbucksSBUX
    0.2% of the fund
    +14%
  • VistraVST
    0.2% of the fund
    +157%
  • Eli LillyLLY
    0.1% of the fund
    +10%
  • Pimco ETF TRMUNI
    0.1% of the fund
    +7%
  • Berkshire HathawayBRK-B
    0.1% of the fund
    +4%
  • Regeneron PharmaceuticalsREGN
    0.1% of the fund
    +202%
  • CrowdStrike HoldingsCRWD
    0.1% of the fund
    +21%
  • Baker HughesBKR
    0.1% of the fund
    +3%
  • NextEra EnergyNEE
    0.1% of the fund
    +6%

Cut

Sold some of their stake.

  • IsharesIEMG
    4.1% of the fund
    -10%
  • Spdr Series TrustSPTI
    2.3% of the fund
    -29%
  • Ishares TRUSMV
    0.9% of the fund
    -2%
  • World Gold TRGLDM
    0.9% of the fund
    -7%
  • Wisdomtree TRIHDG
    0.8% of the fund
    -3%
  • Taiwan Semiconductor ManufacturingTSM
    0.7% of the fund
    -3%
  • Goldman Sachs GroupGS
    0.5% of the fund
    -6%
  • Bondbloxx ETF TrustXHLF
    0.5% of the fund
    -46%
  • Vertiv HoldingsVRT
    0.3% of the fund
    -26%
  • CumminsCMI
    0.3% of the fund
    -39%
  • Vanguard Scottsdale FDSVGSH
    0.3% of the fund
    -2%
  • Spdr Series TrustSPTL
    0.2% of the fund
    -49%
  • Vanguard Index FDSVUG
    0.2% of the fund
    -32%
  • Ishares TRIGIB
    0.2% of the fund
    -8%
  • Invesco Exch TRD SLF IDX FDBSCQ
    0.2% of the fund
    -28%
  • Invesco Exch TRD SLF IDX FDBSMR
    0.2% of the fund
    -3%
  • State STR Spdr DOW Jones INDDIA
    0.2% of the fund
    -10%
  • Invesco Exch TRD SLF IDX FDBSCU
    0.2% of the fund
    -20%
  • Invesco Exch TRD SLF IDX FDBSCV
    0.1% of the fund
    -20%
  • Invesco Exch TRD SLF IDX FDBSMQ
    0.1% of the fund
    -21%
  • Invesco Exch TRD SLF IDX FDBSMT
    0.1% of the fund
    -2%
  • Ishares TRIJH
    0.1% of the fund
    -2%
  • Spdr Index SHS FDSEFAX
    0.1% of the fund
    -5%
  • Vanguard Index FDSVOO
    0.1% of the fund
    -4%
  • CME GroupCME
    0.1% of the fund
    -9%

Sold out

Sold their entire stake.

Holdings

  • EA Series TrustGQQQ
    Share
    10.5%
    Value
    $40m
    Shares
    1,096,944

    +4%

  • Spdr Index SHS FDSSPDW
    Share
    7.5%
    Value
    $29m
    Shares
    568,941

    Held

  • EA Series TrustROE
    Share
    7.5%
    Value
    $28m
    Shares
    664,406

    Held

  • EA Series TrustAGGA
    Share
    5.5%
    Value
    $21m
    Shares
    839,138

    +10%

  • Investment Managers SER TR IPPI
    Share
    4.6%
    Value
    $17m
    Shares
    816,048

    Held

  • Spdr Series TrustSPYM
    Share
    4.3%
    Value
    $16m
    Shares
    186,649

    Held

  • Doubleline ETF TrustDMBS
    Share
    4.1%
    Value
    $16m
    Shares
    319,516

    +49%

  • IsharesIEMG
    Share
    4.1%
    Value
    $16m
    Shares
    187,713

    -10%

  • Spdr Series TrustSPTI
    Share
    2.3%
    Value
    $9m
    Shares
    313,210

    -29%

  • Pimco ETF TRPYLD
    Share
    1.9%
    Value
    $7m
    Shares
    271,562

    +39%

  • Ssga Active TRALLW
    Share
    1.8%
    Value
    $7m
    Shares
    238,443

    +8%

  • Wisdomtree TRDGRW
    Share
    1.5%
    Value
    $6m
    Shares
    59,710

    Held

  • Invesco Exch Traded FD TR IIKBWB
    Share
    1.5%
    Value
    $6m
    Shares
    60,166

    +41%

  • Invesco Exch Traded FD TR IIBAB
    Share
    1.4%
    Value
    $5m
    Shares
    196,857

    +6%

  • Spdr Series TrustSPTS
    Share
    1.2%
    Value
    $5m
    Shares
    160,091

    Held

  • AlphabetGOOGL
    Share
    1.1%
    Value
    $4m
    Shares
    11,702

    Held

  • Spdr Series TrustSPIB
    Share
    1.1%
    Value
    $4m
    Shares
    122,276

    Held

  • AppleAAPL
    Share
    1.0%
    Value
    $4m
    Shares
    13,646

    Held

  • CorningGLW
    Share
    1.0%
    Value
    $4m
    Shares
    14,597

    +6%

  • Ishares TRIEFA
    Share
    0.9%
    Value
    $4m
    Shares
    37,322

    +4%

  • Ishares TRUSMV
    Share
    0.9%
    Value
    $3m
    Shares
    35,788

    -2%

  • World Gold TRGLDM
    Share
    0.9%
    Value
    $3m
    Shares
    43,356

    -7%

  • EA Series TrustBUXX
    Share
    0.8%
    Value
    $3m
    Shares
    149,229

    New

  • Ishares TRIBTH
    Share
    0.8%
    Value
    $3m
    Shares
    134,164

    New

  • Ssga Active TRMYCF
    Share
    0.8%
    Value
    $3m
    Shares
    116,681

    +54%

  • Wisdomtree TRIHDG
    Share
    0.8%
    Value
    $3m
    Shares
    55,675

    -3%

  • Ishares TRLRGF
    Share
    0.7%
    Value
    $3m
    Shares
    36,134

    Held

  • Taiwan Semiconductor ManufacturingTSM
    Share
    0.7%
    Value
    $3m
    Shares
    5,563

    -3%

  • Vanguard Index FDSVTI
    Share
    0.7%
    Value
    $3m
    Shares
    7,035

    Held

  • Wisdomtree TRWTMY
    Share
    0.6%
    Value
    $2m
    Shares
    96,549

    Held

  • CitigroupC
    Share
    0.6%
    Value
    $2m
    Shares
    16,443

    Held

  • Amazon.comAMZN
    Share
    0.6%
    Value
    $2m
    Shares
    9,502

    Held

  • NvidiaNVDA
    Share
    0.6%
    Value
    $2m
    Shares
    11,108

    +11%

  • Ishares TRITOT
    Share
    0.6%
    Value
    $2m
    Shares
    13,483

    Held

  • Wisdomtree TRWTMU
    Share
    0.6%
    Value
    $2m
    Shares
    84,843

    Held

  • Ssga Active TRMYCG
    Share
    0.6%
    Value
    $2m
    Shares
    86,439

    +88%

  • Invesco Exchange Traded FD TRSP
    Share
    0.6%
    Value
    $2m
    Shares
    9,924

    Held

  • Wisdomtree TRDGRE
    Share
    0.6%
    Value
    $2m
    Shares
    51,387

    Held

  • Series Portfolios TRCLOX
    Share
    0.5%
    Value
    $2m
    Shares
    78,734

    New

  • Bondbloxx ETF TrustXONE
    Share
    0.5%
    Value
    $2m
    Shares
    40,544

    New

  • Vanguard Scottsdale FDSVCIT
    Share
    0.5%
    Value
    $2m
    Shares
    23,947

    Held

  • Goldman Sachs GroupGS
    Share
    0.5%
    Value
    $2m
    Shares
    1,956

    -6%

  • AlphabetGOOG
    Share
    0.5%
    Value
    $2m
    Shares
    5,312

    Held

  • Invesco QQQ TRQQQ
    Share
    0.5%
    Value
    $2m
    Shares
    2,507

    Held

  • Bondbloxx ETF TrustXHLF
    Share
    0.5%
    Value
    $2m
    Shares
    36,480

    -46%

  • Wisdomtree TRIQDG
    Share
    0.4%
    Value
    $2m
    Shares
    39,034

    Held

  • MicrosoftMSFT
    Share
    0.4%
    Value
    $2m
    Shares
    4,222

    Held

  • Bank of AmericaBAC
    Share
    0.4%
    Value
    $1m
    Shares
    26,302

    Held

  • Coca-Cola ConsolidatedCOKE
    Share
    0.4%
    Value
    $1m
    Shares
    7,476

    Held

  • Etfis SER TR IUTES
    Share
    0.4%
    Value
    $1m
    Shares
    16,899

    New

  • Ishares TRQUAL
    Share
    0.4%
    Value
    $1m
    Shares
    6,261

    Held

  • Vertiv HoldingsVRT
    Share
    0.3%
    Value
    $1m
    Shares
    3,960

    -26%

  • WalmartWMT
    Share
    0.3%
    Value
    $1m
    Shares
    10,580

    Held

  • Ishares TRAOA
    Share
    0.3%
    Value
    $1m
    Shares
    12,267

    +22%

  • J P Morgan Exchange Traded FBBIB
    Share
    0.3%
    Value
    $1m
    Shares
    11,894

    Held

  • Kinder MorganKMI
    Share
    0.3%
    Value
    $1m
    Shares
    36,227

    Held

  • Vanguard Index FDSVO
    Share
    0.3%
    Value
    $1m
    Shares
    14,279

    Held

  • Spdr Series TrustSPMD
    Share
    0.3%
    Value
    $1m
    Shares
    16,697

    Held

  • Ishares TRHEFA
    Share
    0.3%
    Value
    $1m
    Shares
    23,955

    Held

  • Ishares TRSGOV
    Share
    0.3%
    Value
    $1m
    Shares
    11,136

    +5%

  • State STR Spdr S&P 500 ETF TSPY
    Share
    0.3%
    Value
    $1m
    Shares
    1,468

    Held

  • CumminsCMI
    Share
    0.3%
    Value
    $1m
    Shares
    1,514

    -39%

  • Invesco Exch Traded FD TR IIQQQM
    Share
    0.3%
    Value
    $1m
    Shares
    3,443

    Held

  • CVS HealthCVS
    Share
    0.3%
    Value
    $1m
    Shares
    10,003

    +101%

  • Vanguard Scottsdale FDSVGSH
    Share
    0.3%
    Value
    $957,043
    Shares
    16,444

    -2%

  • Fidelity Covington TrustFQAL
    Share
    0.2%
    Value
    $945,505
    Shares
    11,621

    Held

  • American ExpressAXP
    Share
    0.2%
    Value
    $941,350
    Shares
    2,783

    Held

  • Ishares TRSHY
    Share
    0.2%
    Value
    $924,404
    Shares
    11,258

    Held

  • Ishares Gold TRIAU
    Share
    0.2%
    Value
    $874,110
    Shares
    11,576

    Held

  • Invesco Exchange Traded FD TPPA
    Share
    0.2%
    Value
    $863,490
    Shares
    4,888

    +3%

  • Abrdn Precious Metals BasketGLTR
    Share
    0.2%
    Value
    $846,665
    Shares
    4,674

    Held

  • Ishares TRDGRO
    Share
    0.2%
    Value
    $845,574
    Shares
    11,157

    Held

  • Johnson & JohnsonJNJ
    Share
    0.2%
    Value
    $841,230
    Shares
    3,312

    Held

  • Cheniere EnergyLNG
    Share
    0.2%
    Value
    $823,784
    Shares
    3,447

    Held

  • NucorNUE
    Share
    0.2%
    Value
    $814,672
    Shares
    3,657

    Held

  • Spdr Series TrustSPTL
    Share
    0.2%
    Value
    $813,350
    Shares
    31,008

    -49%

  • Vanguard Index FDSVUG
    Share
    0.2%
    Value
    $801,240
    Shares
    9,302

    -32%

  • Enterprise Products Partners L.P.EPD
    Share
    0.2%
    Value
    $779,132
    Shares
    21,195

    Held

  • Morgan StanleyMS
    Share
    0.2%
    Value
    $774,660
    Shares
    3,706

    Held

  • StarbucksSBUX
    Share
    0.2%
    Value
    $751,467
    Shares
    7,354

    +14%

  • Ishares TRIGIB
    Share
    0.2%
    Value
    $749,997
    Shares
    14,106

    -8%

  • Vanguard Index FDSVTV
    Share
    0.2%
    Value
    $739,817
    Shares
    3,395

    Held

  • ExxonMobil HoldingsXOM
    Share
    0.2%
    Value
    $730,228
    Shares
    5,341

    Held

  • Invesco Exch TRD SLF IDX FDBSCS
    Share
    0.2%
    Value
    $728,076
    Shares
    35,752

    Held

  • Vanguard Tax-Managed FDSVEA
    Share
    0.2%
    Value
    $715,661
    Shares
    10,044

    Held

  • Applied MaterialsAMAT
    Share
    0.2%
    Value
    $702,474
    Shares
    972

    Held

  • Invesco Exch TRD SLF IDX FDBSCQ
    Share
    0.2%
    Value
    $692,538
    Shares
    35,469

    -28%

  • Invesco Exch TRD SLF IDX FDBSMR
    Share
    0.2%
    Value
    $671,960
    Shares
    28,425

    -3%

  • Invesco Exch TRD SLF IDX FDBSCT
    Share
    0.2%
    Value
    $663,578
    Shares
    35,725

    Held

  • Ishares TRTLT
    Share
    0.2%
    Value
    $662,118
    Shares
    7,662

    Held

  • VistraVST
    Share
    0.2%
    Value
    $655,735
    Shares
    4,134

    +157%

  • State STR Spdr DOW Jones INDDIA
    Share
    0.2%
    Value
    $640,997
    Shares
    1,227

    -10%

  • Spdr Series TrustSPMB
    Share
    0.2%
    Value
    $607,641
    Shares
    27,236

    Held

  • Ishares TRIUSV
    Share
    0.2%
    Value
    $603,980
    Shares
    5,483

    Held

  • Invesco Exch TRD SLF IDX FDBSMS
    Share
    0.2%
    Value
    $603,175
    Shares
    25,733

    Held

  • Invesco Exch TRD SLF IDX FDBSCU
    Share
    0.2%
    Value
    $590,429
    Shares
    35,472

    -20%

  • Invesco Exch TRD SLF IDX FDBSCV
    Share
    0.1%
    Value
    $563,634
    Shares
    34,399

    -20%

  • Eli LillyLLY
    Share
    0.1%
    Value
    $562,169
    Shares
    469

    +10%

  • Invesco Exch TRD SLF IDX FDBSMQ
    Share
    0.1%
    Value
    $555,832
    Shares
    23,607

    -21%

  • Pimco ETF TRMUNI
    Share
    0.1%
    Value
    $548,656
    Shares
    10,431

    +7%

Showing the largest 100 of 164.

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 30.0% since 30 June 2025.

Where the money is

Technology4.2%
Financial services2.5%
Media & telecom1.8%
Health care1.1%
Retail & consumer1.0%
Energy1.0%
Industrials0.8%
Everyday goods0.7%
Utilities0.6%
Materials0.2%
Other86.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.