HHM Wealth Advisors
Latest statistics and disclosures from HHM Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHD, SCHB, SCHG, CALF, SPMD, and represent 57.36% of HHM Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPMD (+$26M), SCHD, CALF, VIG, RF, FNDF, DXPE, SGOV, WM, FNDE.
- Started 78 new stock positions in CGC, LBTYA, VTWO, EVRG, VEU, LAZ, M, ICOW, RUM, Evotec.
- Reduced shares in these 10 stocks: SCHM (-$30M), SCHG (-$7.4M), FNDA, SCHA, RWO, VCSH, MRK, BBAX, ISTB, HCA.
- Sold out of its positions in Activision Blizzard, AAP, MSOS, ASIX, Armour Residential Reit Inc Re, ASAN, Aurora Cannabis, BMEZ, BSTZ, BXP.
- HHM Wealth Advisors was a net seller of stock by $-366k.
- HHM Wealth Advisors has $608M in assets under management (AUM), dropping by 18.67%.
- Central Index Key (CIK): 0001750086
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Portfolio Holdings for HHM Wealth Advisors
HHM Wealth Advisors holds 740 positions in its portfolio as reported in the March 2024 quarterly 13F filing
HHM Wealth Advisors has 740 total positions. Only the first 250 positions are shown.
- Sign up to view all of the HHM Wealth Advisors March 31, 2024 positions
- Download the HHM Wealth Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 19.8 | $120M | +3% | 1.5M | 80.63 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 15.4 | $93M | 1.5M | 61.05 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 13.6 | $82M | -8% | 888k | 92.72 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 4.4 | $27M | +12% | 546k | 49.16 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 4.2 | $26M | +1370122% | 480k | 53.34 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.7 | $23M | +2% | 578k | 39.02 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 3.3 | $20M | 229k | 86.48 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.7 | $16M | -64% | 202k | 81.43 |
|
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 2.2 | $13M | +7% | 480k | 27.76 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.1 | $13M | +22% | 71k | 182.61 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.9 | $12M | -6% | 235k | 49.24 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 1.5 | $9.0M | +18% | 254k | 35.61 |
|
| Apple (AAPL) | 1.3 | $8.0M | -2% | 47k | 171.48 |
|
| Microsoft Corporation (MSFT) | 1.2 | $7.3M | 17k | 420.72 |
|
|
| Amazon (AMZN) | 1.2 | $7.1M | -2% | 40k | 180.38 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.8 | $4.6M | -4% | 55k | 83.58 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.5 | $3.1M | +9% | 67k | 46.48 |
|
| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.5 | $3.0M | -9% | 27k | 112.00 |
|
| Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.4 | $2.7M | -6% | 41k | 66.26 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.7M | -2% | 7.8k | 344.21 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.4 | $2.5M | -6% | 89k | 28.40 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.4 | $2.5M | -50% | 43k | 57.03 |
|
| Norfolk Southern (NSC) | 0.4 | $2.4M | 9.6k | 254.87 |
|
|
| Regions Financial Corporation (RF) | 0.4 | $2.4M | +279% | 114k | 21.04 |
|
| Home Depot (HD) | 0.4 | $2.4M | +8% | 6.2k | 383.60 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $2.3M | 2.9k | 777.96 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $2.2M | -2% | 25k | 89.90 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $2.2M | +129% | 22k | 100.71 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.9M | +18% | 3.5k | 525.72 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $1.9M | 91k | 20.30 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.3 | $1.8M | -16% | 38k | 47.44 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.3 | $1.7M | -22% | 39k | 42.82 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.3 | $1.7M | +12% | 42k | 39.53 |
|
| Uber Technologies (UBER) | 0.3 | $1.6M | 21k | 76.99 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.3 | $1.6M | -10% | 26k | 60.42 |
|
| Hca Holdings (HCA) | 0.2 | $1.5M | -17% | 4.5k | 333.50 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $1.4M | +8% | 1.6k | 903.57 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $1.4M | 40k | 35.19 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.4M | +9% | 3.1k | 444.04 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.4M | +29% | 30k | 46.00 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.3M | +50% | 27k | 50.60 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.3M | -5% | 8.8k | 152.26 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.3M | 2.8k | 480.62 |
|
|
| Caterpillar (CAT) | 0.2 | $1.3M | 3.5k | 366.46 |
|
|
| Dxp Enterprises Com New (DXPE) | 0.2 | $1.3M | +6260% | 24k | 53.73 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | 6.3k | 200.30 |
|
|
| Southern Company (SO) | 0.2 | $1.2M | 17k | 71.74 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.2M | 4.6k | 259.88 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.2M | -2% | 7.9k | 150.93 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.2M | -29% | 15k | 77.31 |
|
| Waste Management (WM) | 0.2 | $1.2M | +6674% | 5.6k | 213.13 |
|
| Toyota Motor Corp Ads (TM) | 0.2 | $1.2M | 4.7k | 251.68 |
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|
| Pinnacle Financial Partners (PNFP) | 0.2 | $1.2M | +3% | 13k | 85.88 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.1M | -3% | 7.1k | 162.25 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.1M | -9% | 6.7k | 169.37 |
|
| Cisco Systems (CSCO) | 0.2 | $965k | -3% | 19k | 49.91 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $918k | 15k | 62.06 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $844k | 6.4k | 131.24 |
|
|
| Abbvie (ABBV) | 0.1 | $775k | +9% | 4.3k | 182.10 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $761k | -9% | 7.8k | 97.94 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $759k | 6.3k | 120.99 |
|
|
| Mid-America Apartment (MAA) | 0.1 | $734k | +7% | 5.6k | 131.58 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $685k | +4% | 8.1k | 84.44 |
|
| General Electric Com New (GE) | 0.1 | $684k | 3.9k | 175.53 |
|
|
| Invesco Actively Managed Etf Var Rate Invt (VRIG) | 0.1 | $641k | -17% | 26k | 25.09 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $633k | +400% | 10k | 60.74 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $624k | +25% | 2.7k | 228.59 |
|
| Bank of America Corporation (BAC) | 0.1 | $608k | 16k | 37.92 |
|
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.1 | $601k | -33% | 11k | 56.33 |
|
| Meta Platforms Cl A (META) | 0.1 | $591k | +3% | 1.2k | 485.59 |
|
| Union Pacific Corporation (UNP) | 0.1 | $590k | +5% | 2.4k | 245.98 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $576k | 7.6k | 75.48 |
|
|
| Merck & Co (MRK) | 0.1 | $570k | -45% | 4.3k | 131.95 |
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| Tesla Motors (TSLA) | 0.1 | $566k | 3.2k | 175.79 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $554k | -15% | 22k | 25.25 |
|
| Johnson & Johnson (JNJ) | 0.1 | $540k | -2% | 3.4k | 158.21 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $536k | 4.6k | 116.25 |
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|
| The Trade Desk Com Cl A (TTD) | 0.1 | $533k | 6.1k | 87.42 |
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| UnitedHealth (UNH) | 0.1 | $512k | -3% | 1.0k | 494.70 |
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| Visa Com Cl A (V) | 0.1 | $488k | +20% | 1.8k | 279.08 |
|
| Wal-Mart Stores (WMT) | 0.1 | $472k | +258% | 7.8k | 60.17 |
|
| Miller Inds Inc Tenn Com New (MLR) | 0.1 | $457k | +100% | 9.1k | 50.10 |
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| J P Morgan Exchange Traded F Betabuilders Dev (BBAX) | 0.1 | $439k | -51% | 9.1k | 48.16 |
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| Danaher Corporation (DHR) | 0.1 | $427k | 1.7k | 249.72 |
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| Abbott Laboratories (ABT) | 0.1 | $410k | 3.6k | 113.66 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $406k | 11k | 36.59 |
|
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $394k | -36% | 5.2k | 75.98 |
|
| Lyft Cl A Com (LYFT) | 0.1 | $387k | 20k | 19.35 |
|
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| Netflix (NFLX) | 0.1 | $385k | 634.00 | 607.33 |
|
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $385k | -22% | 5.1k | 75.40 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.1 | $380k | +13% | 13k | 28.68 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $372k | 7.8k | 47.46 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $371k | -13% | 708.00 | 523.24 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $369k | 1.4k | 270.52 |
|
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| Coca-Cola Company (KO) | 0.1 | $358k | +11% | 5.9k | 61.18 |
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| Amgen (AMGN) | 0.1 | $351k | -6% | 1.2k | 284.32 |
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| Tractor Supply Company (TSCO) | 0.1 | $351k | 1.3k | 261.67 |
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| Fortinet (FTNT) | 0.1 | $350k | 5.1k | 68.31 |
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| Timothy Plan Hig Dv Stk Etf (TPHD) | 0.1 | $348k | 9.6k | 36.17 |
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| Pepsi (PEP) | 0.1 | $346k | -7% | 2.0k | 175.01 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $345k | -24% | 4.7k | 73.15 |
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| Deere & Company (DE) | 0.1 | $344k | -3% | 837.00 | 410.59 |
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| American Express Company (AXP) | 0.1 | $338k | +12% | 1.5k | 227.69 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $338k | +2% | 7.1k | 47.87 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $333k | 6.6k | 50.17 |
|
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| Wells Fargo & Company (WFC) | 0.1 | $327k | 5.6k | 57.96 |
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| CSX Corporation (CSX) | 0.1 | $327k | -11% | 8.8k | 37.07 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $324k | -2% | 673.00 | 481.57 |
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| Costco Wholesale Corporation (COST) | 0.1 | $322k | 439.00 | 732.63 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $313k | -14% | 1.6k | 191.88 |
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| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.1 | $312k | 8.7k | 35.71 |
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| Micron Technology (MU) | 0.1 | $311k | -2% | 2.6k | 117.89 |
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| Arm Holdings Sponsored Adr (ARM) | 0.1 | $311k | -8% | 2.5k | 124.99 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $308k | 961.00 | 320.59 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $303k | 2.2k | 135.06 |
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| Truist Financial Corp equities (TFC) | 0.0 | $302k | +14% | 7.7k | 38.98 |
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| Altria (MO) | 0.0 | $297k | -5% | 6.8k | 43.62 |
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| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.0 | $295k | +50% | 9.3k | 31.79 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $282k | +23% | 3.5k | 79.86 |
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| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.0 | $281k | -18% | 7.9k | 35.47 |
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| Rambus Inc Del Call Call Option (Principal) (RMBS) | 0.0 | $278k | +28% | 4.5k | 61.81 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $278k | 1.4k | 205.72 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $278k | +19% | 2.9k | 96.71 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $273k | -12% | 1.7k | 164.35 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $270k | 4.2k | 63.64 |
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| Intel Corporation (INTC) | 0.0 | $268k | +8% | 6.1k | 44.17 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $265k | 1.5k | 174.21 |
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| Raytheon Technologies Corp | 0.0 | $258k | NEW | 2.6k | 97.53 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $258k | +34% | 2.0k | 131.70 |
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| Allstate Corporation (ALL) | 0.0 | $255k | -5% | 1.5k | 173.01 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $255k | +100% | 1.2k | 219.39 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $252k | -7% | 2.0k | 124.17 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $250k | 7.0k | 35.80 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $245k | 538.00 | 454.87 |
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| Phillips 66 (PSX) | 0.0 | $238k | 1.5k | 163.34 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $232k | 4.6k | 50.45 |
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| Unum (UNM) | 0.0 | $231k | +4% | 4.3k | 53.66 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $227k | +6% | 3.1k | 72.34 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $211k | -20% | 5.0k | 42.01 |
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| International Business Machines (IBM) | 0.0 | $210k | +22% | 1.1k | 190.96 |
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| Walt Disney Company (DIS) | 0.0 | $210k | -3% | 1.7k | 122.33 |
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| Medtronic SHS (MDT) | 0.0 | $208k | +4% | 2.4k | 87.15 |
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| Bank Ozk (OZK) | 0.0 | $206k | 4.5k | 45.46 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $205k | +9% | 3.5k | 58.06 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $205k | NEW | 3.2k | 63.17 |
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| Nike CL B (NKE) | 0.0 | $203k | 2.2k | 93.98 |
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| Boeing Company (BA) | 0.0 | $199k | -19% | 1.0k | 192.99 |
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| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.0 | $199k | 2.0k | 99.24 |
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| Ford Motor Company (F) | 0.0 | $197k | -2% | 15k | 13.28 |
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| Honeywell International (HON) | 0.0 | $196k | +14% | 954.00 | 205.25 |
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| United Parcel Service CL B (UPS) | 0.0 | $195k | +20% | 1.3k | 148.63 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $195k | -4% | 371.00 | 524.34 |
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| Eaton Corp SHS (ETN) | 0.0 | $186k | 594.00 | 312.68 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $184k | -54% | 738.00 | 249.86 |
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| Brp Group Com Cl A (BRP) | 0.0 | $182k | 6.3k | 28.94 |
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| American Tower Reit (AMT) | 0.0 | $181k | 915.00 | 197.59 |
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| First Horizon National Corporation (FHN) | 0.0 | $180k | 12k | 15.40 |
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| Verizon Communications (VZ) | 0.0 | $179k | +7% | 4.3k | 41.96 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $174k | 2.5k | 68.80 |
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| Microstrategy Cl A New (MSTR) | 0.0 | $174k | +5000% | 102.00 | 1704.57 |
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| At&t (T) | 0.0 | $172k | -7% | 9.8k | 17.60 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $171k | 1.3k | 131.37 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $171k | 1.7k | 102.76 |
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| McDonald's Corporation (MCD) | 0.0 | $170k | +6% | 601.00 | 281.95 |
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| Ares Capital Corporation (ARCC) | 0.0 | $167k | -5% | 8.0k | 20.83 |
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| Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) | 0.0 | $166k | -4% | 3.5k | 48.05 |
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| Hubspot (HUBS) | 0.0 | $165k | 263.00 | 626.56 |
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| Pfizer (PFE) | 0.0 | $160k | -13% | 5.8k | 27.75 |
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| Enterprise Products Partners (EPD) | 0.0 | $159k | 5.5k | 29.18 |
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| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.0 | $156k | 3.7k | 42.11 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $156k | 632.00 | 247.41 |
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| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.0 | $152k | 4.0k | 37.59 |
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| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.0 | $149k | NEW | 1.2k | 123.28 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $147k | +925% | 554.00 | 265.12 |
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| Booking Holdings (BKNG) | 0.0 | $145k | 40.00 | 3627.90 |
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| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $145k | 2.0k | 72.47 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $144k | 117.00 | 1227.58 |
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| Timothy Plan U S Sm Cp Core (TPSC) | 0.0 | $142k | 3.9k | 36.69 |
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| Kkr & Co (KKR) | 0.0 | $141k | 1.4k | 100.58 |
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| United Cmnty Bks Ga Cap Stk (UCBI) | 0.0 | $140k | 5.3k | 26.32 |
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| Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) | 0.0 | $138k | 2.1k | 64.24 |
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| Timothy Plan Intl Etf (TPIF) | 0.0 | $137k | 5.0k | 27.25 |
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| Chevron Corporation (CVX) | 0.0 | $135k | +6% | 855.00 | 157.74 |
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| CVS Caremark Corporation (CVS) | 0.0 | $135k | 1.7k | 79.76 |
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| Mohawk Industries (MHK) | 0.0 | $134k | 1.0k | 130.89 |
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| Dell Technologies CL C (DELL) | 0.0 | $134k | 1.2k | 114.11 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $133k | +18% | 3.2k | 41.77 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $133k | 3.6k | 36.72 |
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| Okta Cl A (OKTA) | 0.0 | $131k | 1.3k | 104.62 |
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| Oracle Corporation (ORCL) | 0.0 | $131k | 1.0k | 125.61 |
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| FedEx Corporation (FDX) | 0.0 | $121k | -9% | 418.00 | 289.74 |
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| Stantec (STN) | 0.0 | $118k | 1.4k | 83.04 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $117k | -50% | 1.6k | 72.36 |
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| Unilever Spon Adr New (UL) | 0.0 | $116k | 2.3k | 50.19 |
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| Spdr Ser Tr S&p Kensho New (KOMP) | 0.0 | $116k | -50% | 2.4k | 48.08 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $115k | +4% | 546.00 | 210.26 |
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| Invesco Actively Managed Etf S&p500 Downsid (PHDG) | 0.0 | $112k | -39% | 3.1k | 36.78 |
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| Smartfinancial (SMBK) | 0.0 | $112k | -4% | 5.3k | 21.07 |
|
| Clorox Company (CLX) | 0.0 | $109k | +73% | 710.00 | 153.11 |
|
| Ge Healthcare Technologies I (GEHC) | 0.0 | $107k | -6% | 1.2k | 90.91 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $107k | -18% | 2.0k | 54.23 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $105k | -26% | 948.00 | 110.52 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $103k | -30% | 410.00 | 252.31 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $103k | 1.3k | 81.66 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $102k | 4.4k | 23.01 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $100k | 1.0k | 98.78 |
|
|
| Dover Corporation (DOV) | 0.0 | $99k | 558.00 | 177.19 |
|
|
| Broadcom (AVGO) | 0.0 | $98k | +131% | 74.00 | 1325.42 |
|
| S&p Global (SPGI) | 0.0 | $97k | +35% | 229.00 | 425.45 |
|
| Shopify Cl A (SHOP) | 0.0 | $97k | 1.3k | 77.17 |
|
|
| Nextera Energy (NEE) | 0.0 | $96k | 1.5k | 63.90 |
|
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.0 | $96k | -33% | 874.00 | 109.59 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $96k | -24% | 1.2k | 83.08 |
|
| Generac Holdings (GNRC) | 0.0 | $95k | 750.00 | 126.14 |
|
|
| Garmin SHS (GRMN) | 0.0 | $94k | 631.00 | 148.95 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $94k | -3% | 905.00 | 103.79 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $93k | 3.7k | 25.05 |
|
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $92k | 3.7k | 24.81 |
|
|
| Stryker Corporation (SYK) | 0.0 | $91k | 255.00 | 357.87 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $90k | +13% | 820.00 | 110.21 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $90k | 31.00 | 2906.77 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $90k | 3.8k | 23.85 |
|
|
| Realty Income (O) | 0.0 | $89k | +61% | 1.6k | 54.10 |
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.0 | $87k | 1.7k | 52.69 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) | 0.0 | $86k | 2.6k | 32.93 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $85k | 500.00 | 170.69 |
|
|
| Goldman Sachs (GS) | 0.0 | $84k | 202.00 | 417.69 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $83k | +166% | 1.2k | 67.72 |
|
| NetApp (NTAP) | 0.0 | $82k | 785.00 | 104.97 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $82k | 910.00 | 90.05 |
|
|
| Lowe's Companies (LOW) | 0.0 | $81k | 318.00 | 254.73 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $80k | 515.00 | 155.84 |
|
|
| Trex Company (TREX) | 0.0 | $80k | 800.00 | 99.75 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $79k | -36% | 819.00 | 96.73 |
|
| Philip Morris International (PM) | 0.0 | $79k | -24% | 859.00 | 91.62 |
|
| Phillips Edison & Co (PECO) | 0.0 | $79k | -40% | 2.2k | 35.87 |
|
| TJX Companies (TJX) | 0.0 | $79k | -11% | 775.00 | 101.42 |
|
| Advanced Micro Devices (AMD) | 0.0 | $78k | -3% | 431.00 | 180.49 |
|
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $78k | 825.00 | 94.25 |
|
|
| Chubb (CB) | 0.0 | $78k | +87% | 300.00 | 259.13 |
|
| American Airls (AAL) | 0.0 | $77k | -7% | 5.0k | 15.35 |
|
| Cracker Barrel Old Country Store (CBRL) | 0.0 | $76k | 1.0k | 72.73 |
|
|
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $75k | 3.6k | 21.01 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $75k | 303.00 | 247.98 |
|
|
| Prologis (PLD) | 0.0 | $75k | 577.00 | 130.22 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $75k | 593.00 | 125.96 |
|
|
| Dollar General (DG) | 0.0 | $75k | 478.00 | 156.06 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $75k | 542.00 | 137.43 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $74k | 258.00 | 288.03 |
|
|
| Masimo Corporation (MASI) | 0.0 | $73k | 500.00 | 146.85 |
|
Past Filings by HHM Wealth Advisors
SEC 13F filings are viewable for HHM Wealth Advisors going back to 2018
- HHM Wealth Advisors 2024 Q1 filed May 14, 2024
- HHM Wealth Advisors 2023 Q3 filed Nov. 3, 2023
- HHM Wealth Advisors 2023 Q2 filed Aug. 14, 2023
- HHM Wealth Advisors 2023 Q1 filed May 2, 2023
- HHM Wealth Advisors 2022 Q4 filed Jan. 19, 2023
- HHM Wealth Advisors 2022 Q3 filed Nov. 4, 2022
- HHM Wealth Advisors 2022 Q2 filed Aug. 8, 2022
- HHM Wealth Advisors 2022 Q1 filed April 27, 2022
- HHM Wealth Advisors 2021 Q4 filed Feb. 3, 2022
- HHM Wealth Advisors 2021 Q3 filed Nov. 2, 2021
- HHM Wealth Advisors 2021 Q2 filed July 27, 2021
- HHM Wealth Advisors 2021 Q1 filed April 23, 2021
- HHM Wealth Advisors 2020 Q4 filed Jan. 28, 2021
- HHM Wealth Advisors 2020 Q3 filed Nov. 12, 2020
- HHM Wealth Advisors 2020 Q2 filed Aug. 13, 2020
- HHM Wealth Advisors 2020 Q1 filed May 12, 2020