test

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
SPABSpdr Ser Tr
Recent Activity
Increased 11.65%
0.57%
$1.235M
49,423 shares@ $25.0 avg price
MDYVSpdr Ser Tr
Recent Activity
Increased 8.95%
0.52%
$1.121M
13,983 shares@ $80.2 avg price
CMCSAComcast Corp New
Recent Activity
Increased 5.03%
0.52%
$1.115M
29,700 shares@ $37.53 avg price
FRELFidelity Covington Trust
Recent Activity
Increased 7.78%
0.52%
$1.11M
41,081 shares@ $27.03 avg price
DEODiageo Plc
Recent Activity
Increased 10.08%
0.5%
$1.077M
8,471 shares@ $127.14 avg price
QCOMQualcomm Inc
Recent Activity
Increased 58.31%
0.49%
$1.063M
6,921 shares@ $153.63 avg price
CORCencora Inc
Recent Activity
Increased 4.1%
0.48%
$1.039M
4,625 shares@ $224.71 avg price
ULUnilever Plc
Recent Activity
Increased 6.48%
0.47%
$1.016M
17,920 shares@ $56.7 avg price
ADIAnalog Devices Inc
Recent Activity
Increased 6.48%
0.47%
$1.002M
4,717 shares@ $212.44 avg price
SMLVSpdr Ser Tr
Recent Activity
Increased 4.37%
0.46%
$991,313
7,767 shares@ $127.64 avg price