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Portfolio (Quarterly) Guide ↗

Hobbs Wealth Management, LLC

· CIK 0002019202
13F Portfolio $119M AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 57 New
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMD ADVANCED MICRO DEVICES INC Technology 1,964.0 $318K 0.27% NEW $161.79 +177.9%
42 XOM EXXON MOBIL CORP Energy 2,626.0 $296K 0.25% NEW $112.75 +38.6%
43 ABBV ABBVIE INC Healthcare 1,247.0 $289K 0.24% NEW $231.54 -7.3%
44 WMT WALMART INC Consumer Defensive 2,765.0 $285K 0.24% NEW $103.06 +27.0%
45 COST COSTCO WHSL CORP NEW Consumer Defensive 301.0 $279K 0.23% NEW $925.63 +13.5%
46 IVV ISHARES TR 413.0 $276K 0.23% NEW $669.30 +11.5%
47 GE GE AEROSPACE Industrials 873.0 $263K 0.22% NEW $300.82 +0.3%
48 IBM INTERNATIONAL BUSINESS MACHS Technology 868.0 $245K 0.20% NEW $282.16 -10.3%
49 LRCX LAM RESEARCH CORP Technology 1,820.0 $244K 0.20% NEW $133.90 +125.7%
50 RTX RTX CORPORATION Industrials 1,452.0 $243K 0.20% NEW $167.33 +4.5%
51 KO COCA COLA CO Consumer Defensive 3,635.0 $241K 0.20% NEW $66.32 +22.4%
52 CVX CHEVRON CORP NEW Energy 1,458.0 $226K 0.19% NEW $155.29 +23.0%
53 PG PROCTER AND GAMBLE CO Consumer Defensive 1,458.0 $224K 0.19% NEW $153.65 -7.3%
54 BAC BANK AMERICA CORP Financial Services 4,252.0 $219K 0.18% NEW $51.59 -0.2%
55 DIS DISNEY WALT CO Communication Services 1,906.0 $218K 0.18% NEW $114.50 -9.5%
56 ADI ANALOG DEVICES INC Technology 882.0 $217K 0.18% NEW $245.70 +56.4%
57 TMUS T-MOBILE US INC Communication Services 858.0 $205K 0.17% NEW $239.38 -20.6%
Page 3 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.3%
Communication Services 14.9%
Financial Services 10.7%
Consumer Cyclical 9.8%
Healthcare 9.6%
Consumer Defensive 5.4%
Energy 2.7%
Industrials 2.6%