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RAYMOND L. HOBSON

@Hf Advisory Group, Llc

Latest period2024 - Q4ReportedManaged Assets$217.555MTotal holdings159
Assets growth rate1.09%Assets growth rate (2-Q avg)6.19%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Hf Advisory Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 159 positions.

Assets under management

The assets under management (AUM) of Hf Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 217.555M in assets, with a quarterly growth rate of 1.09% and a 2-quarter average growth rate of 6.19%. The portfolio is managed by RAYMOND L. HOBSON, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LGLVSpdr Ser Tr
Recent Activity
Decreased -1.05%
2.17%
$4.719M
28,564 shares@ $165.21 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -4.8%
1.97%
$4.271M
7,295 shares@ $585.49 avg price
BKNGBooking Holdings Inc
Recent Activity
Decreased -6.44%
1.93%
$4.185M
842 shares@ $4970.68 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -0.03%
1.62%
$3.518M
51,027 shares@ $68.95 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -2.43%
1.23%
$2.665M
37,946 shares@ $70.25 avg price
TRPTc Energy Corp
Recent Activity
Decreased -4.32%
1.12%
$2.432M
52,258 shares@ $46.53 avg price
NVDANvidia Corporation
Recent Activity
Decreased -2.24%
1.02%
$2.206M
16,430 shares@ $134.29 avg price
CWBSpdr Ser Tr
Recent Activity
Decreased -3.55%
0.95%
$2.05M
26,320 shares@ $77.9 avg price
TAt&t Inc
Recent Activity
Decreased -9.29%
0.94%
$2.04M
89,584 shares@ $22.77 avg price
SOSouthern Co
Recent Activity
Decreased -3.15%
0.84%
$1.825M
22,175 shares@ $82.32 avg price