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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
FISFidelity Natl Information Sv
Recent Activity
Exited
0%
$1.167M
13,935 shares@ $83.75 avg price
CVXChevron Corp New
Recent Activity
Exited
0%
$639,377
4,342 shares@ $147.26 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$384,554
16,392 shares@ $23.46 avg price
SOXXIshares Tr
Recent Activity
Exited
0%
$227,764
988 shares@ $230.54 avg price
EMBIshares Tr
Recent Activity
Exited
0%
$225,192
2,406 shares@ $93.6 avg price
VYMVanguard Whitehall Fds
Recent Activity
Exited
0%
$212,995
1,663 shares@ $128.08 avg price