Hobbs-Group-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "ABBV",
  "BABA",
  null,
  "GOOGL",
  "AXP",
  null,
  "GLTR",
  "LOW",
  null,
  "CCI",
  "CMI",
  "DUK",
  "EOG",
  null,
  null,
  null,
  "IBKR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  "ISRG",
  "META",
  "HEFA",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  null,
  null,
  "MDT",
  "MSFT",
  "MS",
  null,
  null,
  "AMP",
  "ORCL",
  "OKE",
  null,
  null,
  null,
  "VGSH",
  "IEMG",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "LDOS",
  "GEHC",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "REGN",
  "IEFA",
  null,
  null,
  "SPDW",
  null,
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  "VO",
  null,
  null,
  "VCIT",
  null,
  "TSM",
  null,
  "VRTX",
  "IWR",
  null,
  "NVO",
  "AMZN",
  "VUG",
  "VXUS",
  "VOO",
  "VTV",
  "WMT",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHD",
  "ET",
  "SOFI",
  null,
  null,
  "DIA",
  null,
  "IUSV",
  "DGRO",
  "NUE",
  "BAC",
  "BTE",
  "BRK-B",
  "CAVA",
  "LNG",
  "C",
  "CME",
  "CEG",
  "CPNG",
  "RSP",
  "USMV",
  "NEE",
  "QQQ",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 145
Total Value: 263106224
Accession Number: 0002012280-25-000003
Form Type: 13F-HR
CIK: hobbs-group-advisors
Manager Name: Hobbs-Group-Advisors

Data Enrichment

57% identified

82 identified63 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

145 positions • $263.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46654Q849

Shares:12.7K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$263.1M)

464287432

Shares:13.7K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$263.1M)

46138E628

Shares:19.8K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$263.1M)

78464A383

Shares:55.5K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$263.1M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:28.9K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$263.1M)

46138J783

Shares:55.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$263.1M)

00110G408

Shares:51.3K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$263.1M)

46138J643

Shares:52.3K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$263.1M)

464285204

Shares:17.8K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$263.1M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:36.5K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$263.1M)

46138J577

Shares:54.6K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$263.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:8.5K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$263.1M)

922908629

VO|922908629

Shares:3.7K

Value:$959.4K

% of Portfolio:0.4% ($959.4K/$263.1M)

Walmart Inc.

WMT|931142103

Shares:10.8K

Value:$948.0K

% of Portfolio:0.4% ($948.0K/$263.1M)

464288638

Shares:17.9K

Value:$939.4K

% of Portfolio:0.4% ($939.4K/$263.1M)

78464A847

Shares:18.0K

Value:$919.9K

% of Portfolio:0.3% ($919.9K/$263.1M)

CITIGROUP INC

C|172967424

Shares:12.8K

Value:$910.7K

% of Portfolio:0.3% ($910.7K/$263.1M)

46138J494

Shares:38.5K

Value:$907.8K

% of Portfolio:0.3% ($907.8K/$263.1M)

46434V803

HEFA|46434V803

Shares:24.8K

Value:$901.8K

% of Portfolio:0.3% ($901.8K/$263.1M)

CUMMINS INC

CMI|231021106

Shares:2.8K

Value:$878.1K

% of Portfolio:0.3% ($878.1K/$263.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46654Q849)✕	12.7K	QoQ +11.44% (+1.3K) YoY-	All Managers (Combined)	$1.3M	0.5% ($1.3M/$263.1M)	QoQ +14.20% (+$155.7K) YoY-
(cusip464287432)✕	13.7K	QoQ -26.08% (-4.8K) YoY-	All Managers (Combined)	$1.2M	0.5% ($1.2M/$263.1M)	QoQ -22.94% (-$370.1K) YoY-
(cusip46138E628)✕	19.8K	QoQ NEW(+19.8K) YoY-	All Managers (Combined)	$1.2M	0.5% ($1.2M/$263.1M)	QoQ NEW(+$1.2M) YoY-
(cusip78464A383)✕	55.5K	QoQ -37.55% (-33.4K) YoY-	All Managers (Combined)	$1.2M	0.5% ($1.2M/$263.1M)	QoQ -36.10% (-$691.6K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	28.9K	QoQ +0.31% (-92) YoY-	All Managers (Combined)	$1.2M	0.5% ($1.2M/$263.1M)	QoQ -4.74% (-$60.1K) YoY-
(cusip46138J783)✕	55.0K	QoQ +3.89% (+2.1K) YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$263.1M)	QoQ +4.48% (+$46.2K) YoY-
(cusip00110G408)✕	51.3K	QoQ +117.22% (+27.7K) YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$263.1M)	QoQ +144.96% (+$632.7K) YoY-
(cusip46138J643)✕	52.3K	QoQ +3.50% (+1.8K) YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$263.1M)	QoQ +4.64% (+$47.3K) YoY-
(cusip464285204)✕	17.8K	QoQ 0.00% (-1) YoY-	All Managers (Combined)	$1.0M	0.4% ($1.0M/$263.1M)	QoQ +19.08% (-$168.0K) YoY-
KINDER MORGAN, INC.(KMIcusip49456B101)	36.5K	QoQ +4.43% (+1.6K) YoY-	All Managers (Combined)	$1.0M	0.4% ($1.0M/$263.1M)	QoQ +8.74% (+$83.7K) YoY-
(cusip46138J577)✕	54.6K	QoQ +5.14% (+2.7K) YoY-	All Managers (Combined)	$1.0M	0.4% ($1.0M/$263.1M)	QoQ +6.22% (+$59.3K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	8.5K	QoQ -28.42% (-3.4K) YoY-	All Managers (Combined)	$1.0M	0.4% ($1.0M/$263.1M)	QoQ -20.86% (-$265.7K) YoY-
(VOcusip922908629)	3.7K	QoQ -1.66% (-63) YoY-	All Managers (Combined)	$959.4K	0.4% ($959.4K/$263.1M)	QoQ -3.72% (-$37.1K) YoY-
Walmart Inc.(WMTcusip931142103)	10.8K	QoQ -4.32% (-488) YoY-	All Managers (Combined)	$948.0K	0.4% ($948.0K/$263.1M)	QoQ -7.02% (-$71.7K) YoY-
(cusip464288638)✕	17.9K	QoQ -1.43% (-261) YoY-	All Managers (Combined)	$939.4K	0.4% ($939.4K/$263.1M)	QoQ +0.49% (-$4.6K) YoY-
(cusip78464A847)✕	18.0K	QoQ -0.92% (-167) YoY-	All Managers (Combined)	$919.9K	0.3% ($919.9K/$263.1M)	QoQ -7.28% (-$72.2K) YoY-
CITIGROUP INC(Ccusip172967424)	12.8K	QoQ +29.65% (+2.9K) YoY-	All Managers (Combined)	$910.7K	0.3% ($910.7K/$263.1M)	QoQ +30.76% (+$214.2K) YoY-
(cusip46138J494)✕	38.5K	QoQ -0.06% (-26) YoY-	All Managers (Combined)	$907.8K	0.3% ($907.8K/$263.1M)	QoQ -0.27% (-$2.5K) YoY-
(HEFAcusip46434V803)	24.8K	QoQ +4.61% (+1.1K) YoY-	All Managers (Combined)	$901.8K	0.3% ($901.8K/$263.1M)	QoQ +9.25% (+$76.4K) YoY-
CUMMINS INC(CMIcusip231021106)	2.8K	QoQ -26.19% (-994) YoY-	All Managers (Combined)	$878.1K	0.3% ($878.1K/$263.1M)	QoQ -33.61% (-$444.7K) YoY-