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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
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
ADSKAutodesk Inc
Recent Activity
Decreased -1.81%
0.38%
$815,774
2,760 shares@ $295.58 avg price
FIFiserv Inc
Recent Activity
Decreased -11%
0.38%
$807,712
3,932 shares@ $205.43 avg price
ECLEcolab Inc
Recent Activity
Increased 0.94%
0.37%
$787,781
3,362 shares@ $234.32 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -0.15%
0.36%
$780,346
3,867 shares@ $201.8 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -8.03%
0.36%
$773,495
1,592 shares@ $485.87 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -15.48%
0.35%
$759,246
14,029 shares@ $54.12 avg price
MCKMckesson Corp
Recent Activity
Increased 19.39%
0.35%
$754,274
1,324 shares@ $569.7 avg price
BKBank New York Mellon Corp
Recent Activity
Decreased -7.91%
0.34%
$733,124
9,543 shares@ $76.83 avg price