Hummer Financial Advisory Services

Hummer Financial Advisory Services as of March 31, 2025

Portfolio Holdings for Hummer Financial Advisory Services

Hummer Financial Advisory Services holds 107 positions in its portfolio as reported in the March 2025 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) 15.3 $19M 34k 561.09
Accenture Plc Ireland Shs Class A (ACN) 12.9 $16M 51k 312.04
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 7.5 $9.2M 17k 534.79
Amazon (AMZN) 5.3 $6.5M 34k 190.26
W.W. Grainger (GWW) 2.7 $3.3M 3.4k 987.83
Vanguard Index Fds Small Cp Etf (VB) 2.0 $2.5M 11k 221.75
Microsoft Corporation (MSFT) 1.9 $2.3M 6.2k 375.39
JPMorgan Chase & Co. (JPM) 1.8 $2.2M 8.8k 245.30
Procter & Gamble Company (PG) 1.7 $2.1M 12k 170.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $2.1M 4.4k 469.64
Exxon Mobil Corporation (XOM) 1.6 $2.0M 17k 118.93
Snap-on Incorporated (SNA) 1.5 $1.9M 5.6k 337.01
Johnson & Johnson (JNJ) 1.4 $1.8M 11k 165.84
Abbvie (ABBV) 1.4 $1.7M 8.2k 209.52
RPM International (RPM) 1.4 $1.7M 15k 115.68
Autodesk (ADSK) 1.3 $1.6M 6.1k 261.80
Automatic Data Processing (ADP) 1.2 $1.5M 5.0k 307.07
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.3M 8.6k 156.23
Wec Energy Group (WEC) 1.0 $1.3M 12k 108.98
Apple (AAPL) 1.0 $1.2M 5.4k 222.13
Home Depot (HD) 1.0 $1.2M 3.3k 366.49
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.2M 2.1k 561.90
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.0 $1.2M 20k 58.69
Cintas Corporation (CTAS) 0.9 $1.2M 5.6k 205.53
Abbott Laboratories (ABT) 0.9 $1.1M 7.9k 132.65
Camden Ppty Tr Sh Ben Int (CPT) 0.8 $1.0M 8.2k 123.35
Schwab Strategic Tr Ultra Short Incm (SCUS) 0.8 $1.0M 40k 25.19
Eli Lilly & Co. (LLY) 0.8 $988k 1.2k 825.91
Qualcomm (QCOM) 0.8 $979k 6.4k 153.61
Public Storage (PSA) 0.8 $971k 3.2k 299.29
Raytheon Technologies Corp (RTX) 0.7 $894k 6.7k 132.46
McDonald's Corporation (MCD) 0.7 $884k 2.8k 312.37
Extra Space Storage (EXR) 0.7 $879k 5.9k 148.49
3M Company (MMM) 0.7 $850k 5.8k 146.86
Chevron Corporation (CVX) 0.6 $750k 4.5k 167.29
Parker-Hannifin Corporation (PH) 0.6 $742k 1.2k 607.85
Blackrock (BLK) 0.6 $710k 750.00 946.48
Marathon Petroleum Corp (MPC) 0.6 $689k 4.7k 145.69
Aon Shs Cl A (AON) 0.6 $680k 1.7k 399.09
DTE Energy Company (DTE) 0.5 $615k 4.4k 139.36
Cisco Systems (CSCO) 0.5 $614k 10k 61.71
Illinois Tool Works (ITW) 0.5 $574k 2.3k 249.51
Alphabet Cap Stk Cl A (GOOGL) 0.5 $564k 3.6k 154.64
Duke Energy Corp Com New (DUK) 0.4 $546k 4.5k 121.97
Emerson Electric (EMR) 0.4 $537k 4.9k 109.64
Wal-Mart Stores (WMT) 0.4 $534k 6.1k 88.03
Udr (UDR) 0.4 $530k 12k 45.17
Ishares Tr National Mun Etf (MUB) 0.4 $527k 5.0k 105.44
Avery Dennison Corporation (AVY) 0.4 $518k 2.9k 177.97
International Business Machines (IBM) 0.4 $510k 2.1k 248.66
Allstate Corporation (ALL) 0.4 $497k 2.4k 208.07
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $494k 8.5k 58.35
NVIDIA Corporation (NVDA) 0.4 $489k 4.5k 108.39
Honeywell International (HON) 0.4 $481k 2.3k 211.75
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $477k 5.2k 91.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $476k 9.6k 49.62
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $465k 1.8k 258.62
Merck & Co (MRK) 0.4 $463k 5.1k 90.57
Stryker Corporation (SYK) 0.3 $429k 1.2k 373.09
Netflix (NFLX) 0.3 $422k 453.00 932.53
Southern Company (SO) 0.3 $418k 4.6k 91.95
Tesla Motors (TSLA) 0.3 $415k 1.6k 259.16
McKesson Corporation (MCK) 0.3 $404k 600.00 673.70
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.3 $398k 8.8k 45.51
Mccormick & Co Com Non Vtg (MKC) 0.3 $395k 4.8k 82.31
Ishares Tr Russell 2000 Etf (IWM) 0.3 $394k 2.0k 199.49
Intuit (INTU) 0.3 $393k 640.00 613.99
Nextera Energy (NEE) 0.3 $383k 5.4k 70.89
Kimberly-Clark Corporation (KMB) 0.3 $382k 2.7k 143.48
Us Bancorp Del Com New (USB) 0.3 $351k 8.2k 42.72
Old Republic International Corporation (ORI) 0.3 $350k 8.9k 39.22
Kroger (KR) 0.3 $348k 5.1k 67.69
Steris Shs Usd (STE) 0.3 $340k 1.5k 226.65
Dominion Resources (D) 0.3 $337k 6.0k 56.07
Danaher Corporation (DHR) 0.3 $336k 1.6k 205.32
Ge Aerospace Com New (GE) 0.3 $330k 1.6k 200.51
AeroVironment (AVAV) 0.3 $322k 2.7k 119.19
ConocoPhillips (COP) 0.3 $310k 3.0k 105.02
Bank of America Corporation (BAC) 0.3 $310k 7.4k 41.73
Clorox Company (CLX) 0.2 $305k 2.1k 147.25
Alliant Energy Corporation (LNT) 0.2 $302k 4.7k 64.35
Thermo Fisher Scientific (TMO) 0.2 $302k 607.00 498.03
Unilever Spon Adr New (UL) 0.2 $289k 4.9k 59.55
Cigna Corp (CI) 0.2 $277k 841.00 329.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $277k 538.00 513.91
Cardinal Health (CAH) 0.2 $264k 1.9k 137.77
Bristol Myers Squibb (BMY) 0.2 $262k 4.3k 60.99
Vertiv Holdings Com Cl A (VRT) 0.2 $253k 3.5k 72.20
Teleflex Incorporated (TFX) 0.2 $245k 1.8k 138.19
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $245k 2.2k 111.49
Advanced Micro Devices (AMD) 0.2 $241k 2.4k 102.74
Genuine Parts Company (GPC) 0.2 $240k 2.0k 120.17
Shopify Cl A (SHOP) 0.2 $239k 2.5k 95.48
ConAgra Foods (CAG) 0.2 $232k 8.7k 26.67
Paychex (PAYX) 0.2 $231k 1.5k 154.28
L3harris Technologies (LHX) 0.2 $230k 1.1k 209.31
Digital Realty Trust (DLR) 0.2 $229k 1.6k 143.29
Brixmor Prty (BRX) 0.2 $228k 8.6k 26.55
Wells Fargo & Company (WFC) 0.2 $224k 3.1k 71.79
Vaneck Etf Trust Biotech Etf (BBH) 0.2 $222k 1.4k 157.33
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $220k 2.0k 110.08
State Street Corporation (STT) 0.2 $215k 2.4k 89.53
Dt Midstream Common Stock (DTM) 0.2 $215k 2.2k 97.30
Medtronic SHS (MDT) 0.2 $213k 2.4k 90.56
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $209k 4.2k 49.85
Kla Corp Com New (KLAC) 0.2 $204k 300.00 679.80
Target Corporation (TGT) 0.2 $201k 1.9k 104.36