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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
GISGeneral Mls Inc
Recent Activity
Increased 3.24%
0.22%
$477,671
7,491 shares@ $63.77 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 0.93%
0.19%
$411,750
4,465 shares@ $92.22 avg price
MDLZMondelez Intl Inc
Recent Activity
Increased 3.49%
0.18%
$388,563
6,505 shares@ $59.74 avg price
WPPWpp Plc New
Recent Activity
Increased 3.9%
0.17%
$356,108
6,928 shares@ $51.41 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 4.32%
0.17%
$354,962
387 shares@ $917.22 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 1.73%
0.16%
$343,387
1,531 shares@ $224.29 avg price
OMCOmnicom Group Inc
Recent Activity
Increased 5.85%
0.16%
$333,337
3,874 shares@ $86.05 avg price
FFord Mtr Co
Recent Activity
Increased 13.75%
0.15%
$325,324
32,861 shares@ $9.91 avg price
NFLTEtfis Ser Tr I
Recent Activity
Increased 2.4%
0.15%
$307,742
13,708 shares@ $22.45 avg price
GSKGsk Plc
Recent Activity
Increased 12.77%
0.14%
$295,705
8,743 shares@ $33.83 avg price