test

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
DGROIshares Tr
Recent Activity
Increased 2.02%
2.84%
$6.168M
100,557 shares@ $61.35 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.42%
2.49%
$5.414M
28,428 shares@ $190.44 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.14%
2.33%
$5.067M
12,022 shares@ $421.5 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.83%
2.12%
$4.599M
20,962 shares@ $219.39 avg price
FALNIshares Tr
Recent Activity
Increased 3.5%
2.03%
$4.398M
164,657 shares@ $26.72 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 7.6%
1.86%
$4.035M
8,902 shares@ $453.28 avg price
VVisa Inc
Recent Activity
Increased 1.96%
1.64%
$3.554M
11,245 shares@ $316.04 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 8.6%
1.51%
$3.279M
13,677 shares@ $239.72 avg price
CAPEDoubleline Etf Trust
Recent Activity
Increased 3.05%
1.5%
$3.257M
108,698 shares@ $29.97 avg price
AAPLApple Inc
Recent Activity
Increased 10.11%
1.38%
$2.997M
11,966 shares@ $250.44 avg price