HHM Wealth Advisors

HHM Wealth Advisors as of Dec. 31, 2019

Portfolio Holdings for HHM Wealth Advisors

HHM Wealth Advisors holds 87 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr us dividend eq (SCHD) 19.1 $40M 688k 57.92
Schwab U S Large Cap Growth ETF (SCHG) 12.1 $25M 271k 92.92
Schwab U S Broad Market ETF (SCHB) 11.7 $24M 317k 76.64
Sch Us Mid-cap Etf etf (SCHM) 8.5 $18M 293k 60.18
J P Morgan Exchange Traded F jpmorgan diver (JPUS) 5.9 $12M 155k 79.66
Ishares Tr usa min vo (USMV) 4.1 $8.5M 130k 65.42
SPDR Dow Jones Global Real Estate (RWO) 3.5 $7.2M 140k 51.52
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 3.1 $6.4M 218k 29.61
Schwab Strategic Tr schwab fdt us bm (FNDB) 2.9 $6.0M 142k 42.14
Vanguard Dividend Appreciation ETF (VIG) 2.4 $4.9M 41k 119.78
Schwab International Equity ETF (SCHF) 2.2 $4.5M 136k 33.26
Apple (AAPL) 1.9 $4.0M 14k 293.66
Sch Fnd Intl Lg Etf (FNDF) 1.9 $3.9M 136k 28.92
Schwab U S Small Cap ETF (SCHA) 1.8 $3.7M 49k 75.63
Ishares Tr core strm usbd (ISTB) 1.2 $2.4M 49k 49.78
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 0.8 $1.7M 41k 40.22
Microsoft Corporation (MSFT) 0.8 $1.6M 10k 157.68
Norfolk Southern (NSC) 0.8 $1.6M 8.2k 194.04
Vanguard Short Term Corporate Bond ETF (VCSH) 0.7 $1.5M 19k 80.99
WisdomTree Int Real Estate Fund (WTRE) 0.7 $1.5M 49k 31.34
Southern Company (SO) 0.6 $1.2M 19k 63.69
Invesco S&p 500 Equal Weight Etf (RSP) 0.6 $1.2M 10k 115.70
Schwab Strategic Tr us reit etf (SCHH) 0.5 $1.1M 23k 45.93
Schwab Strategic Tr schwb fdt int sc (FNDC) 0.5 $1.0M 31k 33.23
Amazon (AMZN) 0.5 $995k 539.00 1846.01
Schwab Strategic Tr us aggregate b (SCHZ) 0.4 $886k 17k 53.42
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.4 $856k 17k 49.11
Merck & Co (MRK) 0.4 $815k 8.8k 92.98
SPDR S&P Dividend (SDY) 0.4 $761k 7.1k 107.58
Hca Holdings (HCA) 0.4 $765k 5.2k 147.80
Pinnacle Financial Partners (PNFP) 0.3 $626k 9.8k 64.01
Berkshire Hathaway (BRK.B) 0.3 $596k 2.6k 226.36
Schwab Strategic Tr us lrg cap etf (SCHX) 0.3 $603k 7.9k 76.79
J P Morgan Exchange Traded F div rtn int eq (JPIN) 0.3 $609k 11k 57.13
Capstar Finl Hldgs (CSTR) 0.3 $609k 37k 16.65
Vanguard High Dividend Yield ETF (VYM) 0.3 $543k 5.8k 93.75
Home Depot (HD) 0.2 $528k 2.4k 218.18
Mid-America Apartment (MAA) 0.2 $527k 4.0k 131.75
Procter & Gamble Company (PG) 0.2 $523k 4.2k 124.82
Toyota Motor Corporation (TM) 0.2 $527k 3.7k 140.65
Olympic Steel (ZEUS) 0.2 $512k 29k 17.92
General Electric Company 0.2 $492k 44k 11.16
Schwab Strategic Tr cmn (SCHV) 0.2 $508k 8.5k 60.10
Cisco Systems (CSCO) 0.2 $475k 9.9k 47.89
Bscm etf 0.2 $488k 23k 21.48
Alphabet Inc Class A cs (GOOGL) 0.2 $463k 346.00 1338.15
Friedman Inds (FRD) 0.2 $443k 74k 6.01
Invesco Bulletshares 2021 Corp 0.2 $443k 21k 21.22
Caterpillar (CAT) 0.2 $426k 2.9k 147.51
Walt Disney Company (DIS) 0.2 $411k 2.8k 144.67
JPMorgan Chase & Co. (JPM) 0.2 $389k 2.8k 139.33
Truist Financial Corp equities (TFC) 0.2 $379k 6.7k 56.32
iShares S&P 500 Index (IVV) 0.2 $363k 1.1k 334.87
Vanguard S&p 500 Etf idx (VOO) 0.2 $354k 1.2k 295.74
Invesco Bulletshares 2020 Corp 0.2 $355k 17k 21.27
Union Pacific Corporation (UNP) 0.2 $330k 1.8k 180.92
Altria (MO) 0.2 $332k 6.7k 49.90
Invesco Exchange Traded Fd T s&p500 eql enr (RSPG) 0.2 $341k 7.1k 47.94
Johnson & Johnson (JNJ) 0.1 $303k 2.1k 145.95
iShares Morningstar Large Growth (ILCG) 0.1 $320k 1.5k 209.84
Vanguard Health Care ETF (VHT) 0.1 $322k 1.7k 191.67
Cincinnati Financial Corporation (CINF) 0.1 $295k 2.8k 104.94
Coca-Cola Company (KO) 0.1 $264k 4.8k 55.30
Exxon Mobil Corporation (XOM) 0.1 $263k 3.8k 69.89
Titan International (TWI) 0.1 $279k 77k 3.61
IBERIABANK Corporation 0.1 $264k 3.5k 74.96
iShares S&P MidCap 400 Index (IJH) 0.1 $273k 1.3k 205.73
Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) 0.1 $279k 1.4k 198.29
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.1 $278k 13k 21.31
Bank of America Corporation (BAC) 0.1 $250k 7.1k 35.20
FedEx Corporation (FDX) 0.1 $242k 1.6k 151.06
Chevron Corporation (CVX) 0.1 $243k 2.0k 120.48
Visa (V) 0.1 $242k 1.3k 187.89
CryoLife (AORT) 0.1 $234k 8.7k 27.01
Navistar International Corporation 0.1 $232k 8.0k 29.00
Schwab Intl Small Cap Equity ETF (SCHC) 0.1 $231k 6.7k 34.61
Abbvie (ABBV) 0.1 $220k 2.5k 88.60
ProShares Credit Suisse 130/30 (CSM) 0.1 $207k 2.7k 77.09
L Brands 0.1 $202k 11k 18.13
Alphabet Inc Class C cs (GOOG) 0.1 $202k 151.00 1337.75
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) 0.1 $206k 933.00 220.79
First Horizon National Corporation (FHN) 0.1 $179k 11k 16.54
Ford Motor Company (F) 0.1 $108k 12k 9.30
CBL & Associates Properties 0.0 $65k 62k 1.04
Community Health Systems (CYH) 0.0 $39k 14k 2.89
Diana Shipping (DSX) 0.0 $39k 13k 3.04
Arlo Technologies (ARLO) 0.0 $48k 12k 4.17