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Hobbs Group Advisors, LLC

RIA/Wealth

Hobbs Group Advisors, LLC is a RIA/Wealth based in Columbia, SC led by Mark Thomas Hobbs, reporting $479.1M in AUM as of Q3 2025 with 81% ETF concentration and minimal technology exposure.

PresidentMark Thomas Hobbs
Portfolio Value
$267.5M
Positions
151
Top Holding
SPDW at 8.99%
Last Reported
Q3 2025
Address1727 Laurel Street, Columbia, SC, 29201, United States

Top Holdings

Largest long holdings in Hobbs Group Advisors, LLC's portfolio (47.9% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$24.0M
8.99%
+$5.9M
Bought
562.0K shares
ETF
ETF
$23.7M
8.86%
-$10.7M
Sold
685.6K shares
ETF
ETF
$15.0M
5.60%
-$425.6K
Sold
518.4K shares
ETF
ETF
$13.8M
5.17%
+$188.6K
Bought
755.0K shares
ETF
ETF
$12.8M
4.79%
+$6.7M
Bought
163.5K shares
ETF
ETF
$10.8M
4.04%
+$1.0M
Bought
217.6K shares
ETF
ETF
$10.1M
3.76%
+$1.1M
Bought
152.7K shares
ETF
ETF
$6.0M
2.24%
+$26.8K
Bought
63.1K shares
ETF
ETF
$6.0M
2.24%
+$477.4K
Bought
222.2K shares
ETF
ETF
$5.9M
2.22%
-$503.1K
Sold
66.8K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hobbs Group Advisors, LLC's latest filing

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Market Value
$267.5M
Prior: $256.5M
Q/Q Change
+4.27%
+$11.0M
Net Flows % of MV
-2.79%
Turnover Ratio
10.35%
New Purchases
6 stocks
$2.3M
Added To
65 stocks
+$19.8M
Sold Out Of
8 stocks
$2.0M
Reduced Holdings
49 stocks
-$27.5M

Increased Positions

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Hobbs Group Advisors, LLC

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Sector Allocation

ETF: 81.20%ETFTechnology: 4.80%Financial Services: 2.80%Communication Services: 2.50%Energy: 1.40%Consumer Cyclical: 1.20%Healthcare: 1.00%Industrials: 0.80%Consumer Defensive: 0.60%Utilities: 0.50%Basic Materials: 0.30%
ETF
81.20%
Technology
4.80%
Financial Services
2.80%
Communication Services
2.50%
Energy
1.40%
Consumer Cyclical
1.20%
Healthcare
1.00%
Industrials
0.80%
Consumer Defensive
0.60%
Utilities
0.50%
Basic Materials
0.30%

Market Cap Distribution

Mega Cap (> $200B): 10.12%Mega Cap (> $200B)Large Cap ($10B - $200B): 5.28%Small Cap ($300M - $2B): 0.05%Micro Cap ($50M - $300M): 0.01%N/A (ETF or Unknown): 84.54%N/A (ETF or Unknown)
Mega Cap (> $200B)
10.12%
Large Cap ($10B - $200B)
5.28%
Small Cap ($300M - $2B)
0.05%
Micro Cap ($50M - $300M)
0.01%
N/A (ETF or Unknown)
84.54%

Portfolio Concentration

Top 10 Holdings %
47.92%
Top 20 Holdings %
62.71%
Top 50 Holdings %
81.16%
Top 100 Holdings %
94.16%

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