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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
MCKMckesson Corp
Recent Activity
Increased 19.39%
0.35%
$754,274
1,324 shares@ $569.7 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 3.85%
0.31%
$659,225
12,891 shares@ $51.14 avg price
MDTMedtronic Plc
Recent Activity
Increased 3.57%
0.3%
$651,341
8,154 shares@ $79.88 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 5.34%
0.3%
$639,292
1,263 shares@ $506.17 avg price
JSMLJanus Detroit Str Tr
Recent Activity
Increased 4.84%
0.29%
$620,778
9,470 shares@ $65.56 avg price
IFFInternational Flavors&fragra
Recent Activity
Increased 8.35%
0.29%
$615,629
7,282 shares@ $84.55 avg price
VOEVanguard Index Fds
Recent Activity
Increased 2.9%
0.28%
$591,928
3,659 shares@ $161.78 avg price
AMGNAmgen Inc
Recent Activity
Increased 7.76%
0.26%
$550,736
2,113 shares@ $260.65 avg price
VHTVanguard World Fd
Recent Activity
Increased 0.38%
0.25%
$536,399
2,114 shares@ $253.74 avg price
KOCoca Cola Co
Recent Activity
Increased 1.91%
0.24%
$519,414
8,343 shares@ $62.26 avg price