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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
MSFTMicrosoft Corp
Recent Activity
Decreased -1.61%
2.04%
$2.571M
6,099 shares@ $421.51 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.83%
1.59%
$2.002M
11,941 shares@ $167.66 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.59%
1.43%
$1.802M
16,751 shares@ $107.57 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.95%
1.2%
$1.507M
10,417 shares@ $144.63 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.21%
1.14%
$1.439M
8,100 shares@ $177.7 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -2.02%
1.13%
$1.427M
4,850 shares@ $294.31 avg price
HDHome Depot Inc
Recent Activity
Decreased -3.07%
0.97%
$1.225M
3,150 shares@ $389.0 avg price
WECWec Energy Group Inc
Recent Activity
Decreased -4.48%
0.83%
$1.044M
11,101 shares@ $94.04 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -3.13%
0.75%
$947,835
6,170 shares@ $153.62 avg price
CPTCamden Ppty Tr
Recent Activity
Decreased -2.42%
0.75%
$941,332
8,039 shares@ $117.1 avg price