Hummer Financial Advisory Services

Hummer Financial Advisory Services as of Dec. 31, 2024

Portfolio Holdings for Hummer Financial Advisory Services

Hummer Financial Advisory Services holds 108 positions in its portfolio as reported in the December 2024 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) 15.6 $20M 34k 588.05
Accenture Plc Ireland Shs Class A (ACN) 14.2 $18M 51k 351.79
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 7.7 $9.8M 17k 571.66
Amazon (AMZN) 5.9 $7.5M 34k 219.39
W.W. Grainger (GWW) 3.0 $3.7M 3.6k 1054.05
Vanguard Index Fds Small Cp Etf (VB) 2.1 $2.7M 11k 240.28
Microsoft Corporation (MSFT) 2.0 $2.6M 6.1k 421.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $2.2M 4.4k 511.23
JPMorgan Chase & Co. (JPM) 1.7 $2.1M 8.8k 239.71
Procter & Gamble Company (PG) 1.6 $2.0M 12k 167.65
Snap-on Incorporated (SNA) 1.5 $1.9M 5.6k 339.48
Autodesk (ADSK) 1.4 $1.8M 6.1k 295.57
RPM International (RPM) 1.4 $1.8M 15k 123.06
Exxon Mobil Corporation (XOM) 1.4 $1.8M 17k 107.57
Alphabet Cap Stk Cl C (GOOG) 1.3 $1.6M 8.6k 190.44
Johnson & Johnson (JNJ) 1.2 $1.5M 10k 144.62
Abbvie (ABBV) 1.1 $1.4M 8.1k 177.70
Automatic Data Processing (ADP) 1.1 $1.4M 4.9k 294.30
Apple (AAPL) 1.1 $1.4M 5.4k 250.42
Home Depot (HD) 1.0 $1.2M 3.2k 388.99
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $1.2M 20k 58.18
Wec Energy Group (WEC) 0.8 $1.0M 11k 94.04
Cintas Corporation (CTAS) 0.8 $1.0M 5.6k 182.70
Public Storage (PSA) 0.8 $971k 3.2k 299.44
Qualcomm (QCOM) 0.7 $948k 6.2k 153.62
Ishares Tr Core S&p500 Etf (IVV) 0.7 $948k 1.6k 588.68
Camden Ppty Tr Sh Ben Int (CPT) 0.7 $941k 8.0k 117.10
Eli Lilly & Co. (LLY) 0.7 $923k 1.2k 772.00
Abbott Laboratories (ABT) 0.7 $887k 7.8k 113.11
Extra Space Storage (EXR) 0.7 $886k 5.9k 149.60
Parker-Hannifin Corporation (PH) 0.7 $859k 1.4k 636.03
McDonald's Corporation (MCD) 0.6 $791k 2.7k 289.89
Blackrock (BLK) 0.6 $769k 750.00 1025.11
3M Company (MMM) 0.6 $728k 5.6k 129.09
Alphabet Cap Stk Cl A (GOOGL) 0.5 $690k 3.6k 189.30
Marathon Petroleum Corp (MPC) 0.5 $660k 4.7k 139.50
Tesla Motors (TSLA) 0.5 $646k 1.6k 403.84
Chevron Corporation (CVX) 0.5 $613k 4.2k 144.84
Cisco Systems (CSCO) 0.5 $588k 9.9k 59.20
Illinois Tool Works (ITW) 0.5 $587k 2.3k 255.06
Emerson Electric (EMR) 0.5 $583k 4.7k 123.93
NVIDIA Corporation (NVDA) 0.5 $577k 4.3k 134.29
Aon Shs Cl A (AON) 0.4 $551k 1.5k 359.16
Ishares Tr National Mun Etf (MUB) 0.4 $533k 5.0k 106.55
Avery Dennison Corporation (AVY) 0.4 $526k 2.8k 187.13
Wal-Mart Stores (WMT) 0.4 $522k 5.8k 90.57
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $521k 5.7k 91.43
Merck & Co (MRK) 0.4 $521k 5.2k 100.31
DTE Energy Company (DTE) 0.4 $514k 4.2k 121.89
Honeywell International (HON) 0.4 $512k 2.3k 225.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $512k 8.2k 62.31
Udr (UDR) 0.4 $500k 12k 43.41
Duke Energy Corp Com New (DUK) 0.4 $482k 4.5k 107.74
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $481k 9.6k 50.13
Allstate Corporation (ALL) 0.4 $443k 2.3k 193.75
International Business Machines (IBM) 0.3 $438k 2.0k 219.83
Ishares Tr Russell 2000 Etf (IWM) 0.3 $436k 2.0k 220.96
AeroVironment (AVAV) 0.3 $416k 2.7k 153.89
Stryker Corporation (SYK) 0.3 $415k 1.2k 360.89
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $414k 11k 39.39
Netflix (NFLX) 0.3 $404k 453.00 891.32
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.3 $403k 8.8k 46.10
Intuit (INTU) 0.3 $402k 640.00 628.50
Vertiv Holdings Com Cl A (VRT) 0.3 $398k 3.5k 113.61
Us Bancorp Del Com New (USB) 0.3 $383k 7.9k 48.35
Danaher Corporation (DHR) 0.3 $376k 1.6k 229.82
Mccormick & Co Com Non Vtg (MKC) 0.3 $368k 4.8k 76.69
Schwab Strategic Tr Ultra Short Incm (SCUS) 0.3 $362k 14k 25.12
Southern Company (SO) 0.3 $358k 4.4k 82.32
McKesson Corporation (MCK) 0.3 $342k 600.00 570.62
Kimberly-Clark Corporation (KMB) 0.3 $339k 2.6k 132.31
Clorox Company (CLX) 0.3 $337k 2.1k 162.41
Nextera Energy (NEE) 0.3 $330k 4.6k 71.69
Bank of America Corporation (BAC) 0.3 $326k 7.4k 43.95
Dominion Resources (D) 0.3 $323k 6.0k 53.86
Old Republic International Corporation (ORI) 0.3 $323k 8.9k 36.19
Teleflex Incorporated (TFX) 0.2 $316k 1.8k 177.98
Thermo Fisher Scientific (TMO) 0.2 $315k 605.00 520.62
Kroger (KR) 0.2 $315k 5.1k 61.15
Steris Shs Usd (STE) 0.2 $308k 1.5k 205.56
Unilever Spon Adr New (UL) 0.2 $306k 5.4k 56.70
ConocoPhillips (COP) 0.2 $293k 3.0k 99.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $290k 538.00 538.81
Advanced Micro Devices (AMD) 0.2 $284k 2.4k 120.79
Ge Aerospace Com New (GE) 0.2 $275k 1.6k 167.07
Digital Realty Trust (DLR) 0.2 $268k 1.5k 178.55
Shopify Cl A (SHOP) 0.2 $266k 2.5k 106.33
Target Corporation (TGT) 0.2 $261k 1.9k 135.18
Servicenow (NOW) 0.2 $244k 230.00 1060.12
Bristol Myers Squibb (BMY) 0.2 $243k 4.3k 56.56
Alliant Energy Corporation (LNT) 0.2 $243k 4.1k 59.14
Brixmor Prty (BRX) 0.2 $239k 8.6k 27.84
Teledyne Technologies Incorporated (TDY) 0.2 $239k 515.00 464.13
State Street Corporation (STT) 0.2 $236k 2.4k 98.15
Genuine Parts Company (GPC) 0.2 $236k 2.0k 117.76
ConAgra Foods (CAG) 0.2 $235k 8.5k 27.75
SYSCO Corporation (SYY) 0.2 $233k 3.1k 76.46
Cigna Corp (CI) 0.2 $232k 841.00 276.14
L3harris Technologies (LHX) 0.2 $231k 1.1k 210.28
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $230k 2.0k 115.18
Cardinal Health (CAH) 0.2 $226k 1.9k 118.27
Vaneck Etf Trust Biotech Etf (BBH) 0.2 $221k 1.4k 156.97
Wells Fargo & Company (WFC) 0.2 $220k 3.1k 70.24
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $218k 825.00 264.13
Carrier Global Corporation (CARR) 0.2 $211k 3.1k 68.49
Paychex (PAYX) 0.2 $210k 1.5k 140.22
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $208k 4.2k 49.62
Pfizer (PFE) 0.2 $207k 7.8k 26.53