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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
PDIPimco Dynamic Income Fd
Recent Activity
Increased 0.61%
0.45%
$973,231
53,066 shares@ $18.35 avg price
IMCGIshares Tr
Recent Activity
Increased 0.59%
0.45%
$960,073
12,712 shares@ $75.53 avg price
SHAGWisdomtree Tr
Recent Activity
Increased 9.65%
0.44%
$942,422
19,965 shares@ $47.21 avg price
LYGLloyds Banking Group Plc
Recent Activity
Increased 3.71%
0.43%
$933,036
343,028 shares@ $2.72 avg price
DDWMWisdomtree Tr
Recent Activity
Increased 10.84%
0.43%
$922,310
26,827 shares@ $34.38 avg price
ESGDIshares Tr
Recent Activity
Increased 12.76%
0.41%
$883,104
11,599 shares@ $76.14 avg price
NVSNovartis Ag
Recent Activity
Increased 7.57%
0.41%
$880,178
9,045 shares@ $97.32 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 0.49%
0.4%
$850,520
2,905 shares@ $292.78 avg price
BACBank America Corp
Recent Activity
Increased 4.11%
0.39%
$839,144
19,093 shares@ $43.96 avg price
ECLEcolab Inc
Recent Activity
Increased 0.94%
0.37%
$787,781
3,362 shares@ $234.32 avg price