RAYMOND L. HOBSON

@Hf Advisory Group, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$217.555M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SHELShell Plc Recent Activity Increased 15.78%	0.86%	$1.852M 29,560 shares@ $62.66 avg price	Increased 15.78%
PMPhilip Morris Intl Inc Recent Activity Increased 3.89%	0.83%	$1.805M 14,998 shares@ $120.36 avg price	Increased 3.89%
COPConocophillips Recent Activity Increased 12.5%	0.75%	$1.618M 16,316 shares@ $99.17 avg price	Increased 12.5%
TXNTexas Instrs Inc Recent Activity Increased 0.62%	0.74%	$1.602M 8,544 shares@ $187.51 avg price	Increased 0.62%
KRCKilroy Rlty Corp Recent Activity Increased 39.16%	0.73%	$1.579M 39,043 shares@ $40.45 avg price	Increased 39.16%
ONEVSpdr Ser Tr Recent Activity Increased 4.85%	0.73%	$1.576M 12,561 shares@ $125.47 avg price	Increased 4.85%
TFCTruist Finl Corp Recent Activity Increased 50.54%	0.71%	$1.523M 35,117 shares@ $43.38 avg price	Increased 50.54%
SBUXStarbucks Corp Recent Activity Increased 14.36%	0.7%	$1.509M 16,534 shares@ $91.25 avg price	Increased 14.36%
DISDisney Walt Co Recent Activity Increased 0.48%	0.69%	$1.498M 13,454 shares@ $111.35 avg price	Increased 0.48%
SPHQInvesco Exchange Traded Fd T Recent Activity Increased 5.89%	0.69%	$1.494M 22,296 shares@ $67.03 avg price	Increased 5.89%