Top 23 Hobbs Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 15.18% | 200.5K | $15.3M | +10.88%(+19.68K) | $69.29(+26.09%) | 2026-03-31 | |
| IVE | ISHARES TR | 10.85% | 51.9K | $11.0M | +0.48%(+248) | $198.11(+13.39%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 10.64% | 184.7K | $10.7M | +1.02%(+1.86K) | $51.29(+29.53%) | 2026-03-31 | |
| IVW | ISHARES TR | 8.89% | 79.4K | $9.0M | -0.70%(-560) | $98.58(+39.22%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 7.08% | 222.4K | $7.2M | new | $31.61(+13.43%) | 2026-03-31 | |
| ACWX | ISHARES TR | 6.32% | 93.3K | $6.4M | new | $67.80(+11.28%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.88% | 25.7K | $4.9M | -4.74%(-1.28K) | $177.91(+18.58%) | 2026-03-31 | |
| EFV | ISHARES TR | 4.7% | 63.9K | $4.7M | -43.29%(-48.77K) | $57.65(+36.24%) | 2026-03-31 | |
| THRO | BLACKROCK ETF TRUST | 4.4% | 122.8K | $4.4M | +1.90%(+2.28K) | $33.71(+26.31%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 4.38% | 39.5K | $4.4M | +1.31%(+511) | $103.09(+41.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.71% | +43.18% |
| Top 20 Holdings Unweighted | +15.21% | +52.94% |
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