Hobbs Wealth Management, LLC
Net seller this quarter
$118M
3
-$757K
6.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SHLD | $3.88M | 3.28% | 0.06% | +37.3% | Q3 2025 |
 THRO | $3.46M | 2.92% | 1.01% | -34.7% | Q2 2025 |
 GLDM | $370K | 0.31% | 0.00% | +7.2% | Q1 2025 |
| Q1 2026 | |||||
| THRO | $4.45M | 4.40% | 1.55% | +1.9% | Q2 2025 |
| SHLD | $3.35M | 3.31% | 0.04% | +16.7% | Q3 2025 |
| GLDM | $403K | 0.40% | 0.00% | -46.6% | Q1 2025 |
| Q4 2025 | |||||
| THRO | $4.65M | 4.52% | 1.52% | +0.3% | Q2 2025 |
| SHLD | $2.62M | 2.56% | 0.04% | +11.7% | Q3 2025 |
| GLDM | $694K | 0.68% | 0.00% | +9.0% | Q1 2025 |
| Q3 2025 | |||||
| THRO | $4.55M | 3.81% | 1.52% | +2.5% | Q2 2025 |
| SHLD | $2.55M | 2.14% | 0.03% | New | Q3 2025 |
 NVDA | $2.25M | 1.89% | 0.00% | +24.6% | Q4 2024 |
 MSFT | $1.78M | 1.49% | 0.00% | +13.3% | Q4 2024 |
 LLY | $1.56M | 1.30% | 0.00% | +33.0% | Q4 2024 |
 AAPL | $1.48M | 1.24% | 0.00% | +23.6% | Q4 2024 |
 AMZN | $1.02M | 0.85% | 0.00% | +21.7% | Q4 2024 |
 AVGO | $909K | 0.76% | 0.00% | +19.5% | Q4 2024 |
 GOOGL | $791K | 0.66% | 0.00% | +14.9% | Q4 2024 |
 META | $696K | 0.58% | Not reported | +32.6% | Q4 2024 |
| GOOG | $601K | 0.50% | Not reported | +20.1% | Q4 2024 |
| GLDM | $570K | 0.48% | 0.00% | +33.3% | Q1 2025 |
 JPM | $539K | 0.45% | 0.00% | +12.9% | Q4 2024 |
 TSLA | $520K | 0.44% | 0.00% | -6.2% | Q4 2024 |
 BRK.B | $517K | 0.43% | Not reported | +20.6% | Q4 2024 |
 ORCL | $392K | 0.33% | 0.00% | +26.9% | Q2 2025 |
 V | $379K | 0.32% | 0.00% | +17.2% | Q4 2024 |
 MA | $349K | 0.29% | 0.00% | +15.7% | Q4 2024 |
 NFLX | $336K | 0.28% | 0.00% | +13.4% | Q1 2025 |
 CSCO | $335K | 0.28% | 0.00% | +13.3% | Q4 2024 |
 HD | $333K | 0.28% | 0.00% | +17.4% | Q4 2024 |
 PLTR | $319K | 0.27% | 0.00% | +1.7% | Q2 2025 |
 AMD | $318K | 0.27% | 0.00% | +8.8% | Q2 2025 |
 XOM | $296K | 0.25% | 0.00% | +13.9% | Q4 2024 |
 ABBV | $289K | 0.24% | 0.00% | Not reported | Q1 2025 |
 WMT | $285K | 0.24% | 0.00% | -25.1% | Q4 2024 |
 COST | $279K | 0.23% | 0.00% | +14.9% | Q4 2024 |
 GE | $263K | 0.22% | 0.00% | New | Q3 2025 |
 IBM | $245K | 0.21% | 0.00% | +13.5% | Q1 2025 |
 LRCX | $244K | 0.20% | 0.00% | New | Q3 2025 |
 RTX | $243K | 0.20% | 0.00% | New | Q3 2025 |
 KO | $241K | 0.20% | 0.00% | +6.9% | Q4 2024 |
 CVX | $226K | 0.19% | 0.00% | Not reported | Q1 2025 |
 PG | $224K | 0.19% | 0.00% | +13.9% | Q4 2024 |
 BAC | $219K | 0.18% | 0.00% | New | Q3 2025 |
 DIS | $218K | 0.18% | 0.00% | +10.9% | Q2 2025 |
 ADI | $217K | 0.18% | 0.00% | New | Q3 2025 |
 TMUS | $205K | 0.17% | 0.00% | Not reported | Q1 2025 |