D. Garet Strange
@Hobbs Group Advisors, Llc
Latest period2024 - Q3ReportedManaged Assets$279.141MTotal holdings649
Assets growth rate6.17%Assets growth rate (2-Q avg)11.69%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Hobbs Group Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 649 positions.
Assets under management
The assets under management (AUM) of Hobbs Group Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 279.141M in assets, with a quarterly growth rate of 6.17% and a 2-quarter average growth rate of 11.69%. The portfolio is managed by D. Garet Strange, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ROEEa Series Trust
| 12.01% | $33.509M 1.088M shares@ $30.81 avg price | Increased 7.6% |
SPIBSpdr Ser Tr
| 6.86% | $19.148M 568,027 shares@ $33.72 avg price | Increased 3.17% |
SPTISpdr Ser Tr
| 6.18% | $17.231M 592,955 shares@ $29.07 avg price | Increased 7.58% |
PPIInvestment Managers Ser Tr I
| 4.67% | $13.014M 839,320 shares@ $15.51 avg price | Decreased -7.87% |
DGRWWisdomtree Tr
| 4.41% | $12.299M 147,804 shares@ $83.21 avg price | Increased 6.25% |
SPDWSpdr Index Shs Fds
| 3.47% | $9.668M 257,404 shares@ $37.56 avg price | Increased 15.95% |
IHDGWisdomtree Tr
| 3.35% | $9.326M 204,061 shares@ $45.7 avg price | Decreased -10.71% |
QUALIshares Tr
| 2.98% | $8.312M 46,359 shares@ $179.31 avg price | Increased 22.89% |
DGREWisdomtree Tr
| 2.85% | $7.94M 286,129 shares@ $27.76 avg price | Increased 5.33% |
USMVIshares Tr
| 2.55% | $7.093M 77,685 shares@ $91.32 avg price | Increased 143.31% |