Hobart Private Capital, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $351 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $54.9B, First Tr Ex Td Viii Ft Cboe Ve with a value of $32.1B, Vanguard Bd Index Fd Inc Total with a value of $27.3B, First Trust Rising Dividend Ac with a value of $22.8B, and Spdr Portfolio with a value of $16.4B.

Examining the 13F form we can see an increase of $23.4B in the current position value, from $328B to 351B.

Hobart Private Capital, LLC is based out at Charlotte, NC

Below you can find more details about Hobart Private Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $351 Billion
ETFs: $340 Billion
Technology: $1.44 Billion
Healthcare: $724 Million
Consumer Defensive: $420 Million
Communication Services: $281 Million
Consumer Cyclical: $208 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $351 Billion
  • Prior Value $328 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 14 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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