Fund HoldingsHummer Financial Advisory Services Inc

Total Portfolio Value
$123.15M
Total Bought
$7.45M
Total Sold
$2.21M
Net Transaction
+$5.24M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
RTX CORPORATION(RTX)06,748+6,74808940.73%+894
SCHWAB STRATEGIC TR14,40040,200+25,8003621,0130.82%+651
ABBVIE INC(ABBV)08,200+8,20001,7181.40%+1,718
JOHNSON & JOHNSON(JNJ)010,592+10,59201,7571.43%+1,757
VANGUARD INDEX FDS8251,799+9742184650.38%+247
EA SERIES TRUST
ALPHA ARCH 1-3
02,200+2,20002450.20%+245
ISHARES TR1,6102,119+5099481,1910.97%+243
WEC ENERGY GROUP INC(WEC)11,10111,622+5211,0441,2671.03%+223
DT MIDSTREAM INC(DTM)02,205+2,20502150.17%+215
MEDTRONIC PLC(MDT)02,357+2,35702130.17%+213
KLA CORP(KLAC)0300+30002040.17%+204
EXXON MOBIL CORP016,851+16,85102,0041.63%+2,004
ABBOTT LABS7,8407,940+1008871,0530.86%+166
CHEVRON CORP NEW(CVX)4,2334,483+2506137500.61%+137
AON PLC(AON)1,5331,703+1705516800.55%+129
CINTAS CORP(CTAS)5,6005,60001,0231,1510.93%+128
3M CO(MMM)5,6365,786+1507288500.69%+122
DTE ENERGY CO(DTB)4,2134,413+2005146150.50%+101
AUTOMATIC DATA PROCESSING IN4,8504,950+1001,4271,5201.23%+93
MCDONALDS CORP(MCD)2,7302,830+1007918840.72%+93
CAMDEN PPTY TR(CPT)8,0398,239+2009411,0160.83%+75
INTERNATIONAL BUSINESS MACHS(IBM)1,9912,052+614385100.41%+73
ELI LILLY & CO(LLY)01,196+1,19609880.80%+988
DUKE ENERGY CORP NEW(DUK)4,4744,47404825460.44%+64
MCKESSON CORP(MCK)60060003424040.33%+62
SOUTHERN CO(SO)4,3504,550+2003584180.34%+60
ALLIANT ENERGY CORP(LNT)4,1004,700+6002423020.25%+60
PROCTER AND GAMBLE CO(PG)11,94112,091+1502,0022,0611.67%+59
GE AEROSPACE(GE)1,6451,647+22753300.27%+55
ALLSTATE CORP(ALL)2,2862,386+1004434960.40%+54
NEXTERA ENERGY INC(NEE)05,400+5,40003830.31%+383
JPMORGAN CHASE & CO.(JPM)8,7908,79002,1072,1561.75%+49
THE CIGNA GROUP(CI)84184102322770.22%+44
KIMBERLY-CLARK CORP(KMB)2,5652,665+1003393820.31%+43
CARDINAL HEALTH INC(CAH)1,9131,91302262640.21%+37
KROGER CO(KR)5,1465,14603153480.28%+34
STERIS PLC(STE)1,5001,50003083400.28%+32
QUALCOMM INC(QCOM)06,370+6,37009780.79%+978
UDR INC(UDR)11,50611,722+2164995290.43%+30
MARATHON PETE CORP(MPC)4,7324,73206606890.56%+29
OLD REP INTL CORP(ORI)8,9128,91203233500.28%+27
MCCORMICK & CO INC(MKC)4,8004,80003683950.32%+27
CISCO SYS INC(CSCO)9,9259,955+305886140.50%+27
PAYCHEX INC(PAYX)1,5001,50002102310.19%+21
BRISTOL-MYERS SQUIBB CO(BMY)4,3004,30002432620.21%+19
NETFLIX INC(NFLX)45345304044220.34%+19
CONOCOPHILLIPS(COP)2,9522,95202933100.25%+17
STRYKER CORPORATION(SYK)1,1501,15004154290.35%+14
DOMINION ENERGY INC(D)6,0016,00103233360.27%+13
WALMART INC(WMT)5,7656,065+3005225340.43%+12
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
20,00020,00001,1641,1740.95%+10
WELLS FARGO CO NEW(WFC)3,1263,12602202240.18%+5
GENUINE PARTS CO(GPC)2,0002,00002362400.20%+5
VANGUARD BD INDEX FDS
VANGUARD ULTRA
4,2004,20002082090.17%+1
VANECK ETF TRUST
BIOTECH ETF
1,4101,41002212220.18%+1
PUBLIC STORAGE OPER CO(PSA)03,244+3,24409710.79%+971
L3HARRIS TECHNOLOGIES INC(LHX)1,1001,10002312300.19%-1
CONAGRA BRANDS INC(CAG)8,4808,680+2002352310.19%-4
VANGUARD MUN BD FDS9,6009,60004814760.39%-5
VANECK ETF TRUST
INTRMDT MUNI ETF
8,7508,75004033980.32%-5
ISHARES TR5,0005,00005335270.43%-6
EXTRA SPACE STORAGE INC(EXR)05,920+5,92008790.71%+879
AVERY DENNISON CORP2,8102,910+1005265180.42%-8
INTUIT(INTU)64064004023930.32%-9
GOLDMAN SACHS ETF TR2,0002,00002302200.18%-10
BRIXMOR PPTY GROUP INC(BRX)8,6008,60002392280.19%-11
THERMO FISHER SCIENTIFIC INC(TMO)605607+23153020.25%-13
ILLINOIS TOOL WKS INC(ITW)2,3002,30005875740.47%-13
VANGUARD INDEX FDS53853802902760.22%-13
SNAP ON INC(SNA)5,6005,60001,9011,8871.53%-14
UNILEVER PLC(UL)5,3944,860-5343062890.24%-16
BANK AMERICA CORP7,4227,42203263100.25%-16
ISHARES TR8,2108,460+2505124940.40%-18
STATE STR CORP(STT)2,4002,40002362150.17%-21
SHOPIFY INC(SHOP)2,5002,50002662390.19%-27
HONEYWELL INTL INC(HON)2,2652,270+55124810.39%-31
CLOROX CO DEL(CLX)2,0742,07403373050.25%-31
US BANCORP DEL(USB)7,9128,212+3003833510.28%-32
HOME DEPOT INC(HD)3,1503,250+1001,2251,1910.97%-34
DIGITAL RLTY TR INC(DLR)1,5001,600+1002682290.19%-39
DANAHER CORPORATION(DHR)1,6351,63503763360.27%-40
ISHARES TR1,9751,97504363940.32%-42
ADVANCED MICRO DEVICES INC(AMD)2,3502,35002842410.20%-42
SPDR SER TR
ST STR BLO 1 ETF
5,7005,200-5005214770.39%-44
EMERSON ELEC CO(EMR)4,7004,900+2005825370.44%-45
MERCK & CO INC(MRK)5,1895,116-735204630.38%-57
BLACKROCK INC(BLK)75075007697100.58%-59
TARGET CORP(TGT)1,9301,93002612010.16%-59
TELEFLEX INCORPORATED(TFX)1,7751,77503162450.20%-71
NVIDIA CORPORATION(NVDA)4,2954,515+2205774890.40%-87
AEROVIRONMENT INC2,7002,70004163220.26%-94
RPM INTL INC(RPM)14,64614,64601,8021,6941.38%-108
PARKER-HANNIFIN CORP(PH)1,3501,220-1308597420.60%-117
ALPHABET INC(GOOG)3,6453,64506905640.46%-126
VERTIV HOLDINGS CO(VRT)3,5003,50003982530.21%-145
APPLE INC(AAPL)5,4375,43701,3621,2080.98%-154
VANGUARD INDEX FDS11,04711,237+1902,6542,4922.02%-163
INVESCO QQQ TR4,3664,36602,2322,0501.66%-182
AUTODESK INC6,1006,10001,8031,5971.30%-206
PFIZER INC(PFE)7,7860-7,7862070-207
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