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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
SPLBSpdr Ser Tr
Recent Activity
Decreased -7.79%
0.11%
$234,855
10,565 shares@ $22.23 avg price
XARSpdr Ser Tr
Recent Activity
Decreased -3.73%
0.11%
$230,449
1,390 shares@ $165.8 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.67%
0.11%
$227,203
585 shares@ $388.39 avg price
ANGLVaneck Etf Trust
Recent Activity
Decreased -5.56%
0.11%
$225,737
7,874 shares@ $28.67 avg price
PFFDGlobal X Fds
Recent Activity
Decreased -8.16%
0.11%
$225,251
11,545 shares@ $19.52 avg price