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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
BLKBlackrock Inc
Recent Activity
New Position
0.61%
$768,833
750 shares@ $1025.12 avg price
COPConocophillips
Recent Activity
New Position
0.24%
$292,750
2,952 shares@ $99.18 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.18%
$219,570
3,126 shares@ $70.24 avg price
CARRCarrier Global Corporation
Recent Activity
New Position
0.17%
$210,671
3,076 shares@ $68.49 avg price