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Size ($ in 1000's)
At 03/31/2024: $121,306
At 12/31/2023: $109,353
Hummer Financial Advisory Services Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hummer Financial Advisory Services Inc 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Hummer Financial Advisory Services Inc top holdings by largest position size, as per the latest 13f filing made by Hummer Financial Advisory Services Inc.
In the Hummer Financial Advisory Services Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Hummer Financial Advisory Services Inc in that top holding, then the share count change between reporting periods, and finally the Hummer Financial Advisory Services Inc top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR S&P 500 ETF TR (SPY) |
33,914 |
+535 |
$17,793 | | SPY | 33,914 | +535 | $17,793 | | ACCENTURE PLC IRELAND |
50,900 |
UNCH |
$17,642 | | ACN | 50,900 | UNCH | $17,642 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
17,453 |
+480 |
$9,729 | | MDY | 17,453 | +480 | $9,729 | | AMAZON COM INC |
36,180 |
+570 |
$6,526 | | AMZN | 36,180 | +570 | $6,526 | | GRAINGER W W INC |
3,650 |
+100 |
$3,713 | | GWW | 3,650 | +100 | $3,713 | | MICROSOFT CORP |
6,214 |
UNCH |
$2,614 | | MSFT | 6,214 | UNCH | $2,614 | | VANGUARD INDEX FDS (VB) |
11,199 |
+168 |
$2,560 | | VB | 11,199 | +168 | $2,560 | | PROCTER AND GAMBLE CO |
12,141 |
+90 |
$1,970 | | PG | 12,141 | +90 | $1,970 | | INVESCO QQQ TR |
4,366 |
+19 |
$1,941 | | QQQ | 4,366 | +19 | $1,941 | | RPM INTL INC |
15,001 |
+400 |
$1,784 | | RPM | 15,001 | +400 | $1,784 | | JPMORGAN CHASE & CO |
8,883 |
+43 |
$1,779 | | JPM | 8,883 | +43 | $1,779 | | EXXON MOBIL CORP |
14,827 |
+425 |
$1,723 | | XOM | 14,827 | +425 | $1,723 | | JOHNSON & JOHNSON |
10,717 |
+200 |
$1,695 | | JNJ | 10,717 | +200 | $1,695 | | SNAP ON INC |
5,600 |
UNCH |
$1,659 | | SNA | 5,600 | UNCH | $1,659 | | AUTODESK INC |
6,100 |
UNCH |
$1,589 | | ADSK | 6,100 | UNCH | $1,589 | | ABBVIE INC |
8,300 |
+260 |
$1,511 | | ABBV | 8,300 | +260 | $1,511 | | ALPHABET INC |
8,600 |
UNCH |
$1,309 | | GOOG | 8,600 | UNCH | $1,309 | | AUTOMATIC DATA PROCESSING IN |
5,100 |
+150 |
$1,281 | | ADP | 5,100 | +150 | $1,281 | | HOME DEPOT INC |
3,250 |
UNCH |
$1,247 | | HD | 3,250 | UNCH | $1,247 | | VANGUARD SCOTTSDALE FDS (VGSH) |
20,000 |
UNCH |
$1,161 | | VGSH | 20,000 | UNCH | $1,161 | | QUALCOMM INC |
6,370 |
UNCH |
$1,078 | | QCOM | 6,370 | UNCH | $1,078 | | PUBLIC STORAGE |
3,444 |
+200 |
$999 | | PSA | 3,444 | +200 | $999 | | ELI LILLY & CO |
1,259 |
UNCH |
$979 | | LLY | 1,259 | UNCH | $979 | | CINTAS CORP |
1,400 |
UNCH |
$962 | | CTAS | 1,400 | UNCH | $962 | | WEC ENERGY GROUP INC |
11,622 |
UNCH |
$954 | | WEC | 11,622 | UNCH | $954 | | MARATHON PETE CORP |
4,732 |
UNCH |
$953 | | MPC | 4,732 | UNCH | $953 | | ABBOTT LABS |
8,290 |
+100 |
$942 | | ABT | 8,290 | +100 | $942 | | APPLE INC |
5,488 |
+120 |
$941 | | AAPL | 5,488 | +120 | $941 | | ISHARES TR (IVV) |
1,685 |
+75 |
$886 | | IVV | 1,685 | +75 | $886 | | EXTRA SPACE STORAGE INC |
5,850 |
UNCH |
$860 | | EXR | 5,850 | UNCH | $860 | | CAMDEN PPTY TR |
8,239 |
UNCH |
$819 | | CPT | 8,239 | UNCH | $819 | | MCDONALDS CORP |
2,730 |
UNCH |
$770 | | MCD | 2,730 | UNCH | $770 | | PARKER HANNIFIN CORP |
1,350 |
UNCH |
$750 | | PH | 1,350 | UNCH | $750 | | CHEVRON CORP NEW |
4,683 |
+250 |
$739 | | CVX | 4,683 | +250 | $739 | | RTX CORPORATION |
7,334 |
+120 |
$715 | | RTX | 7,334 | +120 | $715 | | MERCK & CO INC |
5,289 |
UNCH |
$702 | | MRK | 5,289 | UNCH | $702 | | AON PLC |
2,013 |
+280 |
$672 | | AON | 2,013 | +280 | $672 | | AVERY DENNISON CORP |
3,010 |
+100 |
$672 | | AVY | 3,010 | +100 | $672 | | ILLINOIS TOOL WKS INC |
2,450 |
UNCH |
$661 | | ITW | 2,450 | UNCH | $661 | | BLACKROCK INC |
775 |
+25 |
$646 | | BLK | 775 | +25 | $646 | | 3M CO |
5,786 |
+50 |
$614 | | MMM | 5,786 | +50 | $614 | | EMERSON ELEC CO |
5,100 |
UNCH |
$578 | | EMR | 5,100 | UNCH | $578 | | ALPHABET INC |
3,620 |
+20 |
$546 | | GOOGL | 3,620 | +20 | $546 | | ISHARES TR (MUB) |
5,000 |
UNCH |
$538 | | MUB | 5,000 | UNCH | $538 | | SPDR SER TR (BIL) |
5,810 |
+110 |
$533 | | BIL | 5,810 | +110 | $533 | | DTE ENERGY CO |
4,553 |
+140 |
$515 | | DTE | 4,553 | +140 | $515 | | ISHARES TR (IJH) |
8,460 |
+6,768 |
$514 | | IJH | 8,460 | +6,768 | $514 | | CISCO SYS INC |
9,975 |
+50 |
$498 | | CSCO | 9,975 | +50 | $498 | | VANGUARD MUN BD FDS (VTEB) |
9,600 |
UNCH |
$486 | | VTEB | 9,600 | UNCH | $486 | | UDR INC |
12,057 |
+335 |
$451 | | UDR | 12,057 | +335 | $451 |
See Full List: All Stocks Held By Hummer Financial Advisory Services Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Hummer Financial Advisory Services Inc
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