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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
VEEVVeeva Sys Inc
Recent Activity
Decreased -41.7%
0.19%
$406,413
1,933 shares@ $210.25 avg price
KCESpdr Ser Tr
Recent Activity
Decreased -4.57%
0.19%
$395,961
2,876 shares@ $137.68 avg price
GCOWPacer Fds Tr
Recent Activity
Decreased -0.4%
0.15%
$312,077
9,249 shares@ $33.75 avg price
CVSCvs Health Corp
Recent Activity
Decreased -53.56%
0.14%
$296,597
6,607 shares@ $44.9 avg price
DDominion Energy Inc
Recent Activity
Decreased -4.88%
0.13%
$272,766
5,064 shares@ $53.87 avg price
SLYGSpdr Ser Tr
Recent Activity
Decreased -1.21%
0.13%
$272,322
3,014 shares@ $90.36 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.61%
0.13%
$265,091
731 shares@ $362.65 avg price
ICSHIshares Tr
Recent Activity
Decreased -6.33%
0.12%
$259,566
5,147 shares@ $50.44 avg price
PFFIshares Tr
Recent Activity
Decreased -5.91%
0.12%
$253,923
8,076 shares@ $31.45 avg price
MMM3m Co
Recent Activity
Decreased -12.26%
0.12%
$245,620
1,903 shares@ $129.07 avg price