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Melanie S Hummer

@Hummer Financial Advisory Services Inc

Latest period2024 - Q4ReportedManaged Assets$126.485MTotal holdings108
Assets growth rate-0.51%Assets growth rate (2-Q avg)4.69%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hummer Financial Advisory Services Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Hummer Financial Advisory Services Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 126.485M in assets, with a quarterly growth rate of -0.51% and a 2-quarter average growth rate of 4.69%. The portfolio is managed by Melanie S Hummer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
15.56%
$19.68M
33,467 shares@ $588.05 avg price
ACNAccenture Plc Ireland
Recent Activity
14.16%
$17.906M
50,900 shares@ $351.79 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
7.75%
$9.797M
17,138 shares@ $571.67 avg price
AMZNAmazon Com Inc
Recent Activity
5.93%
$7.499M
34,180 shares@ $219.39 avg price
GWWGrainger W W Inc
Recent Activity
2.96%
$3.742M
3,550 shares@ $1054.06 avg price
VBVanguard Index Fds
Recent Activity
2.1%
$2.654M
11,047 shares@ $240.28 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.61%
2.04%
$2.571M
6,099 shares@ $421.51 avg price
QQQInvesco Qqq Tr
Recent Activity
1.77%
$2.232M
4,366 shares@ $511.23 avg price
JPMJpmorgan Chase & Co.
Recent Activity
1.67%
$2.107M
8,790 shares@ $239.72 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.83%
1.59%
$2.002M
11,941 shares@ $167.66 avg price