Hobart Private Capital, LLC

Q4 2024 13F Detailed Holdings

Location
Charlotte, NC
Holdings as of
12/31/2024
Value ($000)
$402,793
Num holdings
152
Date filed
1/28/2025
Form type
13F-HR
Prev filing
11/7/2024
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Orion Portfolio Solutions, LLC 028-20154
2 Goldman Sachs Asset Management, L.P. 028-10981