Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOBBS GROUP ADVISORS LLC | 02-16-2024 | 12-31-2023 | 541 | 224,348,877 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 401 | $6,023 | 122 | 0.00 | 122 | +Inf | 12-31-2023 | |
| LAUDER ESTEE COS INC | CL A | 402 | $5,996 | 41 | 0.00 | 41 | +Inf | 12-31-2023 | |
| GSK PLC | SPONSORED ADR | 403 | $5,930 | 160 | 0.00 | 160 | +Inf | 12-31-2023 | |
| PHILLIPS 66 | COM | 404 | $5,858 | 44 | 0.00 | 44 | +Inf | 12-31-2023 |
