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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
CRMSalesforce Inc
Recent Activity
Increased 16.12%
0.97%
$2.1M
6,282 shares@ $334.34 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 6.45%
0.97%
$2.09M
19,432 shares@ $107.58 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
MAMastercard Incorporated
Recent Activity
Increased 10.35%
0.91%
$1.96M
3,722 shares@ $526.59 avg price
VGTVanguard World Fd
Recent Activity
Increased 1.72%
0.9%
$1.955M
3,145 shares@ $621.78 avg price
IQVIqvia Hldgs Inc
Recent Activity
Increased 32.37%
0.9%
$1.944M
9,892 shares@ $196.52 avg price
DONWisdomtree Tr
Recent Activity
Increased 2.54%
0.88%
$1.894M
37,161 shares@ $50.97 avg price
PEPPepsico Inc
Recent Activity
Increased 419.74%
0.87%
$1.874M
12,328 shares@ $152.06 avg price
ELVElevance Health Inc
Recent Activity
Increased 35.89%
0.86%
$1.87M
5,070 shares@ $368.87 avg price