HHM Wealth Advisors

HHM Wealth Advisors as of March 31, 2019

Portfolio Holdings for HHM Wealth Advisors

HHM Wealth Advisors holds 73 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr us dividend eq (SCHD) 17.5 $27M 523k 52.28
Schwab U S Broad Market ETF (SCHB) 12.9 $20M 297k 68.05
Schwab U S Large Cap Growth ETF (SCHG) 12.8 $20M 253k 79.43
Sch Us Mid-cap Etf etf (SCHM) 9.1 $14M 258k 55.39
J P Morgan Exchange Traded F jpmorgan diver (JPUS) 6.3 $9.8M 134k 73.15
Schwab Strategic Tr schwab fdt us bm (FNDB) 6.3 $9.8M 260k 37.60
SPDR Dow Jones Global Real Estate (RWO) 3.7 $5.8M 116k 50.03
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 3.5 $5.4M 195k 27.73
Vanguard Dividend Appreciation ETF (VIG) 2.6 $4.1M 38k 109.64
Sch Fnd Intl Lg Etf (FNDF) 2.4 $3.8M 136k 27.58
Schwab International Equity ETF (SCHF) 2.1 $3.4M 107k 31.31
Schwab U S Small Cap ETF (SCHA) 1.8 $2.9M 41k 69.92
Apple (AAPL) 1.3 $2.0M 10k 189.99
Schwab Strategic Tr us aggregate b (SCHZ) 1.2 $1.9M 36k 51.89
WisdomTree Int Real Estate Fund (WTRE) 1.1 $1.6M 51k 32.12
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 0.9 $1.5M 40k 37.24
Vanguard Short Term Corporate Bond ETF (VCSH) 0.9 $1.5M 18k 79.76
Schwab Strategic Tr us reit etf (SCHH) 0.7 $1.1M 24k 44.44
Southern Company (SO) 0.6 $903k 18k 51.66
Schwab Strategic Tr schwb fdt int sc (FNDC) 0.6 $868k 28k 31.08
Invesco S&p 500 Equal Weight Etf (RSP) 0.6 $860k 8.2k 104.48
Microsoft Corporation (MSFT) 0.5 $836k 7.1k 117.93
Amazon (AMZN) 0.5 $792k 445.00 1779.78
SPDR S&P Dividend (SDY) 0.5 $721k 7.3k 99.37
Hca Holdings (HCA) 0.4 $675k 5.2k 130.41
Invesco Bulletshares 2020 Corp 0.4 $599k 28k 21.23
Schwab Strategic Tr cmn (SCHV) 0.4 $574k 11k 54.75
Friedman Inds (FRD) 0.4 $566k 74k 7.67
Schwab Strategic Tr us lrg cap etf (SCHX) 0.3 $494k 7.3k 67.57
Bscm etf 0.3 $470k 22k 21.13
Olympic Steel (ZEUS) 0.3 $454k 29k 15.89
General Electric Company 0.3 $433k 43k 10.00
Mid-America Apartment (MAA) 0.3 $437k 4.0k 109.25
Suntrust Banks Inc $1.00 Par Cmn 0.3 $411k 6.9k 59.20
Toyota Motor Corporation (TM) 0.3 $412k 3.5k 117.98
Caterpillar (CAT) 0.2 $391k 2.9k 135.39
Home Depot (HD) 0.2 $383k 2.0k 192.08
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.2 $396k 3.6k 110.15
Invesco Bulletshares 2021 Corp 0.2 $391k 19k 21.01
Invesco Exchange Traded Fd T s&p500 eql enr (RSPG) 0.2 $382k 7.6k 50.59
Cisco Systems (CSCO) 0.2 $353k 6.5k 53.93
Titan International (TWI) 0.2 $353k 59k 5.96
Altria (MO) 0.2 $323k 5.6k 57.50
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.2 $331k 6.7k 49.29
L Brands 0.2 $306k 11k 27.62
Alphabet Inc Class A cs (GOOGL) 0.2 $290k 246.00 1178.86
Eli Lilly & Co. (LLY) 0.2 $285k 2.2k 129.84
Union Pacific Corporation (UNP) 0.2 $283k 1.7k 167.16
iShares S&P MidCap 400 Index (IJH) 0.2 $277k 1.5k 189.73
iShares Morningstar Large Growth (ILCG) 0.2 $279k 1.5k 182.95
Navistar International Corporation 0.2 $258k 8.0k 32.25
Vanguard Health Care ETF (VHT) 0.2 $269k 1.6k 172.44
JPMorgan Chase & Co. (JPM) 0.2 $246k 2.4k 101.07
Chevron Corporation (CVX) 0.2 $245k 2.0k 123.12
Procter & Gamble Company (PG) 0.2 $244k 2.3k 104.01
CryoLife (AORT) 0.2 $253k 8.7k 29.20
Invesco Bulletshares 2019 Corp 0.2 $256k 12k 21.09
Cincinnati Financial Corporation (CINF) 0.1 $242k 2.8k 85.75
First Horizon National Corporation (FHN) 0.1 $234k 17k 14.00
Vanguard S&p 500 Etf idx (VOO) 0.1 $230k 885.00 259.89
Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) 0.1 $239k 1.4k 169.86
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.1 $232k 11k 20.79
Exxon Mobil Corporation (XOM) 0.1 $223k 2.8k 80.91
Johnson & Johnson (JNJ) 0.1 $225k 1.6k 139.58
Pinnacle Financial Partners (PNFP) 0.1 $222k 4.1k 54.81
Coca-Cola Company (KO) 0.1 $201k 4.3k 46.97
American Finance Trust Inc ltd partnership 0.1 $174k 16k 10.79
Alerian Mlp Etf 0.1 $164k 16k 10.00
Ford Motor Company (F) 0.1 $108k 12k 8.75
Community Health Systems (CYH) 0.0 $50k 14k 3.70
Arlo Technologies (ARLO) 0.0 $47k 12k 4.09
Diana Shipping (DSX) 0.0 $36k 13k 2.81
CBL & Associates Properties 0.0 $37k 24k 1.57