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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
LLYEli Lilly & Co
Recent Activity
Decreased -5.9%
0.73%
$923,312
1,196 shares@ $772.0 avg price
ABTAbbott Labs
Recent Activity
Decreased -1.25%
0.71%
$886,782
7,840 shares@ $113.11 avg price
MMM3m Co
Recent Activity
Decreased -1.74%
0.58%
$727,551
5,636 shares@ $129.09 avg price
CVXChevron Corp New
Recent Activity
Decreased -4.51%
0.49%
$613,108
4,233 shares@ $144.85 avg price
EMREmerson Elec Co
Recent Activity
Decreased -4.08%
0.47%
$582,471
4,700 shares@ $123.93 avg price
AONAon Plc
Recent Activity
Decreased -11.54%
0.44%
$550,592
1,533 shares@ $359.16 avg price
AVYAvery Dennison Corp
Recent Activity
Decreased -3.43%
0.42%
$525,835
2,810 shares@ $187.13 avg price
WMTWalmart Inc
Recent Activity
Decreased -6.48%
0.42%
$522,147
5,765 shares@ $90.58 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -1.89%
0.42%
$520,486
5,189 shares@ $100.31 avg price
DTEDte Energy Co
Recent Activity
Decreased -4.53%
0.41%
$513,530
4,213 shares@ $121.9 avg price