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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
EBAYEbay Inc.
Recent Activity
Decreased -5.65%
0.33%
$700,222
11,303 shares@ $61.96 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -13.11%
0.33%
$699,607
2,412 shares@ $290.06 avg price
DIVOAmplify Etf Tr
Recent Activity
Decreased -33.17%
0.32%
$687,509
16,984 shares@ $40.48 avg price
FXOFirst Tr Exchange Traded Fd
Recent Activity
Decreased -7.27%
0.3%
$652,534
12,055 shares@ $54.13 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
Decreased -3.32%
0.29%
$628,838
2,586 shares@ $243.18 avg price
BABoeing Co
Recent Activity
Decreased -3.97%
0.28%
$607,886
3,434 shares@ $177.02 avg price
WELLWelltower Inc
Recent Activity
Decreased -15.13%
0.26%
$548,417
4,351 shares@ $126.05 avg price
CAHCardinal Health Inc
Recent Activity
Decreased -48.28%
0.25%
$525,830
4,446 shares@ $118.28 avg price
USRTIshares Tr
Recent Activity
Decreased -3.33%
0.25%
$524,611
9,154 shares@ $57.31 avg price
LAMRLamar Advertising Co New
Recent Activity
Decreased -7.71%
0.24%
$506,530
4,161 shares@ $121.74 avg price