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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
GLDMWorld Gold Tr
Recent Activity
Increased 3.32%
2.37%
$6.606M
126,712 shares@ $52.14 avg price
SPTLSpdr Ser Tr
Recent Activity
Increased 4.27%
2.26%
$6.285M
216,196 shares@ $29.08 avg price
XHLFBondbloxx Etf Trust
Recent Activity
Decreased -3.6%
1.58%
$4.383M
86,886 shares@ $50.45 avg price
BABInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 2.56%
1.46%
$4.07M
147,612 shares@ $27.58 avg price
AAPLApple Inc
Recent Activity
Increased 1.53%
1.38%
$3.838M
16,473 shares@ $233.01 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 0.74%
1.17%
$3.26M
63,765 shares@ $51.13 avg price
SPMBSpdr Ser Tr
Recent Activity
Decreased -38.87%
1.05%
$2.918M
129,520 shares@ $22.54 avg price
DMBSDoubleline Etf Trust
Recent Activity
New Position
1.04%
$2.882M
57,199 shares@ $50.4 avg price
LRGFIshares Tr
Recent Activity
0.91%
$2.52M
42,877 shares@ $58.77 avg price
VTIVanguard Index Fds
Recent Activity
Increased 5.23%
0.89%
$2.46M
8,686 shares@ $283.18 avg price