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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PPIInvestment Managers Ser Tr I
Recent Activity
Decreased -7.87%
4.67%
$13.014M
839,320 shares@ $15.51 avg price
IHDGWisdomtree Tr
Recent Activity
Decreased -10.71%
3.35%
$9.326M
204,061 shares@ $45.7 avg price
XHLFBondbloxx Etf Trust
Recent Activity
Decreased -3.6%
1.58%
$4.383M
86,886 shares@ $50.45 avg price
SPMBSpdr Ser Tr
Recent Activity
Decreased -38.87%
1.05%
$2.918M
129,520 shares@ $22.54 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -0.51%
0.84%
$2.327M
39,433 shares@ $59.03 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -3.63%
0.73%
$2.033M
24,269 shares@ $83.75 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -54.17%
0.72%
$1.992M
4,082 shares@ $488.05 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Decreased -0.57%
0.58%
$1.605M
3,451 shares@ $465.08 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -27.02%
0.55%
$1.516M
71,780 shares@ $21.13 avg price
NVONovo-nordisk A S
Recent Activity
Decreased -3.23%
0.54%
$1.488M
12,494 shares@ $119.07 avg price