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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
SHELShell Plc
Recent Activity
Increased 15.78%
0.86%
$1.852M
29,560 shares@ $62.66 avg price
SOSouthern Co
Recent Activity
Decreased -3.15%
0.84%
$1.825M
22,175 shares@ $82.32 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 3.89%
0.83%
$1.805M
14,998 shares@ $120.36 avg price
RTXRtx Corporation
Recent Activity
Decreased -2.26%
0.79%
$1.704M
14,722 shares@ $115.72 avg price
NINisource Inc
Recent Activity
Decreased -23.8%
0.77%
$1.673M
45,522 shares@ $36.77 avg price
COPConocophillips
Recent Activity
Increased 12.5%
0.75%
$1.618M
16,316 shares@ $99.17 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 0.62%
0.74%
$1.602M
8,544 shares@ $187.51 avg price
KRCKilroy Rlty Corp
Recent Activity
Increased 39.16%
0.73%
$1.579M
39,043 shares@ $40.45 avg price
ONEVSpdr Ser Tr
Recent Activity
Increased 4.85%
0.73%
$1.576M
12,561 shares@ $125.47 avg price
TFCTruist Finl Corp
Recent Activity
Increased 50.54%
0.71%
$1.523M
35,117 shares@ $43.38 avg price