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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
WFCWells Fargo Co New
Recent Activity
Decreased -2.43%
1.23%
$2.665M
37,946 shares@ $70.25 avg price
ESGUIshares Tr
Recent Activity
Increased 4.81%
1.18%
$2.56M
19,869 shares@ $128.83 avg price
PAGPPlains Gp Hldgs L P
Recent Activity
Increased 31.03%
1.17%
$2.538M
138,058 shares@ $18.38 avg price
ORCLOracle Corp
Recent Activity
Increased 2.63%
1.16%
$2.517M
15,104 shares@ $166.64 avg price
TRPTc Energy Corp
Recent Activity
Decreased -4.32%
1.12%
$2.432M
52,258 shares@ $46.53 avg price
KVUEKenvue Inc
Recent Activity
Increased 3.21%
1.12%
$2.428M
113,738 shares@ $21.36 avg price
PFEPfizer Inc
Recent Activity
Increased 3.3%
1.12%
$2.425M
91,402 shares@ $26.53 avg price
KMXCarmax Inc
Recent Activity
Increased 12.61%
1.09%
$2.354M
28,793 shares@ $81.76 avg price
NVDANvidia Corporation
Recent Activity
Decreased -2.24%
1.02%
$2.206M
16,430 shares@ $134.29 avg price
TSLATesla Inc
Recent Activity
0.97%
$2.104M
5,210 shares@ $403.84 avg price