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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
SPLGSpdr Ser Tr
Recent Activity
Decreased -0.03%
1.62%
$3.518M
51,027 shares@ $68.95 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
MGCVanguard World Fd
Recent Activity
Increased 0.04%
1.36%
$2.957M
13,905 shares@ $212.67 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 3.21%
1.36%
$2.948M
5,766 shares@ $511.21 avg price
VZVerizon Communications Inc
Recent Activity
Increased 21.66%
1.35%
$2.923M
73,103 shares@ $40.0 avg price
SPHYSpdr Ser Tr
Recent Activity
Increased 5.11%
1.34%
$2.895M
123,367 shares@ $23.47 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 6.4%
1.33%
$2.89M
14,635 shares@ $197.5 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 1.32%
1.29%
$2.803M
37,869 shares@ $74.02 avg price