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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
UDRUdr Inc
Recent Activity
Decreased -1.84%
0.4%
$499,475
11,506 shares@ $43.41 avg price
ALLAllstate Corp
Recent Activity
Decreased -4.19%
0.36%
$442,913
2,286 shares@ $193.76 avg price
TOTLSsga Active Etf Tr
Recent Activity
Decreased -1.86%
0.33%
$413,595
10,500 shares@ $39.39 avg price
USBUs Bancorp Del
Recent Activity
Decreased -3.65%
0.31%
$382,537
7,912 shares@ $48.35 avg price
SOSouthern Co
Recent Activity
Decreased -4.39%
0.29%
$358,092
4,350 shares@ $82.32 avg price
KMBKimberly-clark Corp
Recent Activity
Decreased -3.75%
0.27%
$339,369
2,565 shares@ $132.31 avg price
NEENextera Energy Inc
Recent Activity
Decreased -14.81%
0.27%
$329,774
4,600 shares@ $71.69 avg price
LNTAlliant Energy Corp
Recent Activity
Decreased -12.76%
0.2%
$242,474
4,100 shares@ $59.14 avg price
CAGConagra Brands Inc
Recent Activity
Decreased -5.56%
0.19%
$235,320
8,480 shares@ $27.75 avg price