Hummer Financial Advisory Services

Latest statistics and disclosures from Hummer Financial Advisory Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, ACN, AMZN, MDY, VB, and represent 44.35% of Hummer Financial Advisory Services's stock portfolio.
  • Added to shares of these 10 stocks: BIL, MUB, TOTL, VTEB, ITM, AAPL, ORI, INTU, WBA, SPY.
  • Started 7 new stock positions in ITM, ORI, INTU, VTEB, MUB, BIL, TOTL.
  • Reduced shares in these 10 stocks: AVAV, , NFLX, , , ADSK, MMM, JNJ, QCOM, ABT.
  • Sold out of its positions in AVAV, GSK, MPC, NFLX, ESLT.
  • Hummer Financial Advisory Services was a net buyer of stock by $2.1M.
  • Hummer Financial Advisory Services has $85M in assets under management (AUM), dropping by 8.41%.

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Portfolio Holdings for Hummer Financial Advisory Services

Companies in the Hummer Financial Advisory Services portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 13.7 $12M 35k 336.23
Accenture Plc Ireland Shs Class A (ACN) 13.6 $12M 51k 225.99
Amazon (AMZN) 7.8 $6.6M 2.1k 3148.89
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 7.1 $6.0M 18k 339.86
Vanguard Index Fds Small Cp Etf (VB) 2.2 $1.9M 12k 153.80
Procter & Gamble Company (PG) 2.1 $1.8M 13k 138.95
Johnson & Johnson (JNJ) 2.0 $1.7M -3% 12k 148.91
Autodesk (ADSK) 1.9 $1.6M -5% 6.9k 231.01
Microsoft Corporation (MSFT) 1.6 $1.4M 6.5k 210.26
RPM International (RPM) 1.6 $1.3M -2% 16k 82.84
W.W. Grainger (GWW) 1.6 $1.3M -2% 3.7k 356.76
Wec Energy Group (WEC) 1.4 $1.2M 13k 96.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $1.2M 4.3k 278.12
3M Company (MMM) 1.3 $1.1M -6% 6.6k 160.19

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Spdr Ser Tr Spdr Bloomberg (BIL) 1.1 $971k NEW 11k 91.52
Public Storage (PSA) 1.1 $953k 4.3k 222.72
Home Depot (HD) 1.1 $916k 3.3k 277.58
Abbott Laboratories (ABT) 1.1 $908k -4% 8.3k 108.87
JPMorgan Chase & Co. (JPM) 1.0 $886k 9.2k 96.30
Snap-on Incorporated (SNA) 1.0 $846k 5.8k 147.13
Camden Ppty Tr Sh Ben Int (CPT) 0.9 $769k 8.6k 89.87
Automatic Data Processing (ADP) 0.9 $750k -3% 5.4k 140.19
Qualcomm (QCOM) 0.9 $738k -7% 6.3k 117.70
Abbvie (ABBV) 0.8 $713k -4% 8.1k 87.59
Aon Shs Cl A (AON) 0.8 $704k 3.4k 206.27
Extra Space Storage (EXR) 0.8 $674k 6.3k 106.98
McDonald's Corporation (MCD) 0.8 $669k 3.1k 219.34
Alphabet Cap Stk Cl C (GOOG) 0.8 $661k -5% 450.00 1468.89
DTE Energy Company (DTE) 0.8 $648k 5.6k 116.07
Teleflex Incorporated (TFX) 0.7 $613k 1.8k 340.56
Apple (AAPL) 0.7 $606k +256% 5.2k 115.83
Ishares Tr National Mun Etf (MUB) 0.7 $580k NEW 5.0k 116.00
Ishares Tr Core S&p500 Etf (IVV) 0.7 $553k 1.6k 336.17
Exxon Mobil Corporation (XOM) 0.6 $547k 16k 34.34
Merck & Co (MRK) 0.6 $537k 6.4k 83.61
Cintas Corporation (CTAS) 0.6 $533k 1.6k 333.12
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.6 $528k NEW 11k 49.35
Kimberly-Clark Corporation (KMB) 0.6 $525k 3.5k 148.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $523k NEW 9.6k 54.48
Intel Corporation (INTC) 0.6 $515k 9.9k 51.81
Walgreen Boots Alliance (WBA) 0.6 $496k +9% 14k 35.92
Dominion Resources (D) 0.6 $489k -3% 6.2k 78.86
Clorox Company (CLX) 0.6 $478k -4% 2.3k 210.20
Zoom Video Communications In Cl A (ZM) 0.6 $475k 1.0k 470.30
Duke Energy Corp Com New (DUK) 0.6 $469k 5.3k 88.57
Mccormick & Co Com Non Vtg (MKC) 0.5 $466k 2.4k 194.17
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) 0.5 $449k NEW 8.8k 51.31
Raytheon Technologies Corp (RTX) 0.5 $447k -3% 7.8k 57.57
Nextera Energy (NEE) 0.5 $444k 1.6k 277.50
BlackRock (BLK) 0.5 $440k -6% 780.00 564.10
Steris Shs Usd (STE) 0.5 $440k 2.5k 176.00
Illinois Tool Works (ITW) 0.5 $437k -8% 2.3k 194.22
Avery Dennison Corporation (AVY) 0.5 $423k +3% 3.3k 127.79
Udr (UDR) 0.5 $386k 12k 32.60
Cisco Systems (CSCO) 0.5 $385k -4% 9.8k 39.39
At&t (T) 0.4 $370k 13k 28.48
Emerson Electric (EMR) 0.4 $363k 5.5k 65.52
Chevron Corporation (CVX) 0.4 $358k 5.0k 72.06
Honeywell International (HON) 0.4 $341k -4% 2.1k 164.73
Pfizer (PFE) 0.4 $341k 9.3k 36.66
Target Corporation (TGT) 0.4 $331k 2.1k 157.62
Danaher Corporation (DHR) 0.4 $329k 1.5k 215.60
ConAgra Foods (CAG) 0.4 $324k -5% 9.1k 35.74
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $323k +2% 1.7k 185.42
Us Bancorp Del Com New (USB) 0.4 $307k -3% 8.5k 36.32
Bristol Myers Squibb (BMY) 0.4 $302k 5.0k 60.34
Ishares Tr Russell 2000 Etf (IWM) 0.4 $302k 2.0k 149.88
Old Republic International Corporation (ORI) 0.3 $294k NEW 20k 14.77
Eli Lilly & Co. (LLY) 0.3 $292k 2.0k 147.92
Unilever N V N Y Shs New (UN) 0.3 $291k +4% 4.8k 60.34
International Business Machines (IBM) 0.3 $285k -12% 2.3k 121.79
FLIR Systems (FLIR) 0.3 $283k 7.9k 35.82
Sap Se Spon Adr (SAP) 0.3 $280k 1.8k 155.56
Parker-Hannifin Corporation (PH) 0.3 $273k 1.4k 202.22
Southern Company (SO) 0.3 $263k 4.9k 54.23
Medtronic SHS (MDT) 0.3 $262k 2.5k 104.51
Wal-Mart Stores (WMT) 0.3 $260k -9% 1.9k 140.16
Alliant Energy Corporation (LNT) 0.3 $253k -5% 4.9k 51.63
Stryker Corporation (SYK) 0.3 $240k 1.2k 208.70
L3harris Technologies (LHX) 0.3 $238k 1.4k 170.00
Thermo Fisher Scientific (TMO) 0.3 $232k -5% 525.00 441.90
Vaneck Vectors Etf Tr Biotech Etf (BBH) 0.3 $229k 1.4k 162.41
Allstate Corporation (ALL) 0.3 $226k 2.4k 94.72
SYSCO Corporation (SYY) 0.3 $225k -5% 3.6k 62.24
Dentsply Sirona (XRAY) 0.3 $224k 5.1k 43.92
Digital Realty Trust (DLR) 0.3 $220k -11% 1.5k 146.67
Citrix Systems (CTXS) 0.3 $217k 1.6k 137.78
Intuit (INTU) 0.2 $209k NEW 640.00 326.56
Verizon Communications (VZ) 0.2 $207k -15% 3.5k 59.53
Alphabet Cap Stk Cl A (GOOGL) 0.2 $205k -6% 140.00 1464.29
Avalara (AVLR) 0.2 $204k 1.6k 127.50
General Electric Company (GE) 0.1 $111k 18k 6.23

Past Filings by Hummer Financial Advisory Services

SEC 13F filings are viewable for Hummer Financial Advisory Services going back to 2019