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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
ADBEAdobe Inc
Recent Activity
Increased 10.81%
0.64%
$1.378M
3,098 shares@ $444.69 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.52%
0.64%
$1.375M
2,345 shares@ $586.29 avg price
VODVodafone Group Plc New
Recent Activity
Increased 2.5%
0.62%
$1.337M
157,512 shares@ $8.49 avg price
USFRWisdomtree Tr
Recent Activity
Increased 11.61%
0.61%
$1.319M
26,219 shares@ $50.32 avg price
UPSUnited Parcel Service Inc
Recent Activity
New Position
0.6%
$1.305M
10,350 shares@ $126.11 avg price
ENBEnbridge Inc
Recent Activity
Increased 0.02%
0.6%
$1.286M
30,314 shares@ $42.43 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.51%
0.59%
$1.274M
4,397 shares@ $289.82 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -45.32%
0.58%
$1.257M
4,770 shares@ $263.47 avg price
SMMDIshares Tr
Recent Activity
Increased 5.34%
0.58%
$1.243M
18,276 shares@ $68.0 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 11.65%
0.57%
$1.235M
49,423 shares@ $25.0 avg price