Hobbs-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABBV",
  "GOOGL",
  "AVGO",
  null,
  "HD",
  null,
  "EMXC",
  "META",
  null,
  "HEFA",
  "IVW",
  null,
  "MA",
  "MSFT",
  "TMUS",
  "EFG",
  null,
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "PG",
  null,
  null,
  "SPLG",
  "IBM",
  "TXN",
  null,
  "FI",
  "AMZN",
  "IVE",
  null,
  "V",
  "WMT",
  "CRM",
  null,
  "BRK-B",
  null,
  "CVX",
  "CSCO",
  "KO",
  "COST",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 51
Total Value: 90134924
Accession Number: 0002063364-25-000035
Form Type: 13F-HR/A
CIK: hobbs-wealth-management
Manager Name: Hobbs-Wealth-Management

Data Enrichment

78% identified

40 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

51 positions • $90.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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09789C812

Shares:12.9K

Value:$603.1K

% of Portfolio:0.7% ($603.1K/$90.1M)

464288588

Shares:6.0K

Value:$558.0K

% of Portfolio:0.6% ($558.0K/$90.1M)

Meta Platforms, Inc.

META|30303M102

Shares:845

Value:$487.0K

% of Portfolio:0.5% ($487.0K/$90.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:848

Value:$451.6K

% of Portfolio:0.5% ($451.6K/$90.1M)

98149E303

Shares:7.0K

Value:$432.5K

% of Portfolio:0.5% ($432.5K/$90.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.7K

Value:$414.1K

% of Portfolio:0.5% ($414.1K/$90.1M)

Walmart Inc.

WMT|931142103

Shares:4.7K

Value:$412.1K

% of Portfolio:0.5% ($412.1K/$90.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.4K

Value:$350.3K

% of Portfolio:0.4% ($350.3K/$90.1M)

VISA INC.

V|92826C839

Shares:952

Value:$333.6K

% of Portfolio:0.4% ($333.6K/$90.1M)

Broadcom Inc.

AVGO|11135F101

Shares:1.9K

Value:$320.6K

% of Portfolio:0.4% ($320.6K/$90.1M)

092528603

Shares:5.6K

Value:$293.9K

% of Portfolio:0.3% ($293.9K/$90.1M)

Mastercard Inc

MA|57636Q104

Shares:523

Value:$286.7K

% of Portfolio:0.3% ($286.7K/$90.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.3K

Value:$271.5K

% of Portfolio:0.3% ($271.5K/$90.1M)

Alphabet Inc.

GOOG|02079K107

Shares:1.7K

Value:$264.7K

% of Portfolio:0.3% ($264.7K/$90.1M)

Tesla, Inc.

TSLA|88160R101

Shares:1.0K

Value:$264.3K

% of Portfolio:0.3% ($264.3K/$90.1M)

Salesforce, Inc.

CRM|79466L302

Shares:981

Value:$263.3K

% of Portfolio:0.3% ($263.3K/$90.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.2K

Value:$259.9K

% of Portfolio:0.3% ($259.9K/$90.1M)

HOME DEPOT, INC.

HD|437076102

Shares:665

Value:$243.7K

% of Portfolio:0.3% ($243.7K/$90.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:974

Value:$242.2K

% of Portfolio:0.3% ($242.2K/$90.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:251

Value:$237.4K

% of Portfolio:0.3% ($237.4K/$90.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip09789C812)✕	12.9K	QoQ NEW(+12.9K) YoY-	All Managers (Combined)	$603.1K	0.7% ($603.1K/$90.1M)	QoQ NEW(+$603.1K) YoY-
(cusip464288588)✕	6.0K	QoQ -25.51% (-2.0K) YoY-	All Managers (Combined)	$558.0K	0.6% ($558.0K/$90.1M)	QoQ -23.80% (-$174.3K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	845	QoQ +4.06% (+33) YoY-	All Managers (Combined)	$487.0K	0.5% ($487.0K/$90.1M)	QoQ +2.43% (+$11.6K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	848	QoQ +1.92% (+16) YoY-	All Managers (Combined)	$451.6K	0.5% ($451.6K/$90.1M)	QoQ +19.75% (+$74.5K) YoY-
(cusip98149E303)✕	7.0K	QoQ NEW(+7.0K) YoY-	All Managers (Combined)	$432.5K	0.5% ($432.5K/$90.1M)	QoQ NEW(+$432.5K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	2.7K	QoQ -2.51% (-69) YoY-	All Managers (Combined)	$414.1K	0.5% ($414.1K/$90.1M)	QoQ -20.36% (-$105.9K) YoY-
Walmart Inc.(WMTcusip931142103)	4.7K	QoQ -0.71% (-34) YoY-	All Managers (Combined)	$412.1K	0.5% ($412.1K/$90.1M)	QoQ -3.53% (-$15.1K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.4K	QoQ +0.42% (+6) YoY-	All Managers (Combined)	$350.3K	0.4% ($350.3K/$90.1M)	QoQ +2.76% (+$9.4K) YoY-
VISA INC.(Vcusip92826C839)	952	QoQ +3.36% (+31) YoY-	All Managers (Combined)	$333.6K	0.4% ($333.6K/$90.1M)	QoQ +14.62% (+$42.6K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	1.9K	QoQ -8.02% (-167) YoY-	All Managers (Combined)	$320.6K	0.4% ($320.6K/$90.1M)	QoQ -33.57% (-$162.1K) YoY-
(cusip092528603)✕	5.6K	QoQ -6.51% (-391) YoY-	All Managers (Combined)	$293.9K	0.3% ($293.9K/$90.1M)	QoQ -5.86% (-$18.3K) YoY-
Mastercard Inc(MAcusip57636Q104)	523	QoQ +0.38% (+2) YoY-	All Managers (Combined)	$286.7K	0.3% ($286.7K/$90.1M)	QoQ +4.49% (+$12.3K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	2.3K	QoQ +5.15% (+112) YoY-	All Managers (Combined)	$271.5K	0.3% ($271.5K/$90.1M)	QoQ +16.26% (+$38.0K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	1.7K	QoQ -6.25% (-113) YoY-	All Managers (Combined)	$264.7K	0.3% ($264.7K/$90.1M)	QoQ -23.09% (-$79.5K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.0K	QoQ -17.54% (-217) YoY-	All Managers (Combined)	$264.3K	0.3% ($264.3K/$90.1M)	QoQ -47.08% (-$235.2K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	981	QoQ +12.62% (-110) YoY-	All Managers (Combined)	$263.3K	0.3% ($263.3K/$90.1M)	QoQ -9.59% (-$27.9K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.2K	QoQ +7.58% (+297) YoY-	All Managers (Combined)	$259.9K	0.3% ($259.9K/$90.1M)	QoQ +12.14% (+$28.2K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	665	QoQ -4.45% (-31) YoY-	All Managers (Combined)	$243.7K	0.3% ($243.7K/$90.1M)	QoQ -9.98% (-$27.0K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	974	QoQ NEW(+974) YoY-	All Managers (Combined)	$242.2K	0.3% ($242.2K/$90.1M)	QoQ NEW(+$242.2K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	251	QoQ -1.18% (-3) YoY-	All Managers (Combined)	$237.4K	0.3% ($237.4K/$90.1M)	QoQ +2.00% (-$4.7K) YoY-