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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COCA COLA CO

KO|191216100

Shares:3.3K

Value:$235.3K

% of Portfolio:0.3% ($235.3K/$90.1M)

464287200

IVV|464287200

Shares:413

Value:$232.1K

% of Portfolio:0.3% ($232.1K/$90.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.3K

Value:$224.4K

% of Portfolio:0.2% ($224.4K/$90.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:426

Value:$223.1K

% of Portfolio:0.2% ($223.1K/$90.1M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.2K

Value:$216.0K

% of Portfolio:0.2% ($216.0K/$90.1M)

T-Mobile US, Inc.

TMUS|872590104

Shares:808

Value:$215.5K

% of Portfolio:0.2% ($215.5K/$90.1M)

CHEVRON CORP

CVX|166764100

Shares:1.3K

Value:$213.8K

% of Portfolio:0.2% ($213.8K/$90.1M)

NETFLIX INC

NFLX|64110L106

Shares:222

Value:$207.0K

% of Portfolio:0.2% ($207.0K/$90.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:976

Value:$204.5K

% of Portfolio:0.2% ($204.5K/$90.1M)

Accenture plc

ACN|G1151C101

Shares:655

Value:$204.4K

% of Portfolio:0.2% ($204.4K/$90.1M)

FISERV INC

FI|337738108

Shares:912

Value:$201.4K

% of Portfolio:0.2% ($201.4K/$90.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COCA COLA CO(KOcusip191216100)	3.3K	QoQ -5.60% (-195) YoY-	All Managers (Combined)	$235.3K	0.3% ($235.3K/$90.1M)	QoQ +8.58% (-$18.6K) YoY-
(IVVcusip464287200)	413	QoQ -11.75% (-55) YoY-	All Managers (Combined)	$232.1K	0.3% ($232.1K/$90.1M)	QoQ -15.76% (-$43.4K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	1.3K	QoQ -0.07% (-1) YoY-	All Managers (Combined)	$224.4K	0.2% ($224.4K/$90.1M)	QoQ +1.57% (-$3.5K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	426	QoQ -11.25% (-54) YoY-	All Managers (Combined)	$223.1K	0.2% ($223.1K/$90.1M)	QoQ -8.11% (-$19.7K) YoY-
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.2K	QoQ NEW(+1.2K) YoY-	All Managers (Combined)	$216.0K	0.2% ($216.0K/$90.1M)	QoQ NEW(+$216.0K) YoY-
T-Mobile US, Inc.(TMUScusip872590104)	808	QoQ NEW(+808) YoY-	All Managers (Combined)	$215.5K	0.2% ($215.5K/$90.1M)	QoQ NEW(+$215.5K) YoY-
CHEVRON CORP(CVXcusip166764100)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$213.8K	0.2% ($213.8K/$90.1M)	QoQ NEW(+$213.8K) YoY-
NETFLIX INC(NFLXcusip64110L106)	222	QoQ NEW(+222) YoY-	All Managers (Combined)	$207.0K	0.2% ($207.0K/$90.1M)	QoQ NEW(+$207.0K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	976	QoQ NEW(+976) YoY-	All Managers (Combined)	$204.5K	0.2% ($204.5K/$90.1M)	QoQ NEW(+$204.5K) YoY-
Accenture plc(ACNcusipG1151C101)	655	QoQ NEW(+655) YoY-	All Managers (Combined)	$204.4K	0.2% ($204.4K/$90.1M)	QoQ NEW(+$204.4K) YoY-
FISERV INC(FIcusip337738108)	912	QoQ NEW(+912) YoY-	All Managers (Combined)	$201.4K	0.2% ($201.4K/$90.1M)	QoQ NEW(+$201.4K) YoY-