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, SPMD, CALF, and represent 54.25% of HHM Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VNQ, Invesco Qqq Tr, MINT, Raytheon Technologies Corp, FNDF, SPTS, Fortinet, SCHV, GLD, CRWV.
- Started 89 new stock positions in HPE, NBIS, SYM, BBAX, BBCA, Drilling Tools Intl Corp, MLI, Total S A Adr F cs, ADI, BNDX.
- Reduced shares in these 10 stocks: SCHB (-$6.8M), SCHG, SCHF, SPMD, SCHD, FNDE, AMZN, SCHA, XLRE, QQQ.
- Sold out of its positions in AGNC, ALGT, ALNY, AMP, APH, AR, TEAM, AXON, BAC.PL, BCS.
- HHM Wealth Advisors was a net seller of stock by $-30M.
- HHM Wealth Advisors has $864M in assets under management (AUM), dropping by 2.75%.
- Central Index Key (CIK): 0001750086
Tip: Access up to 7 years of quarterly data
Positions held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for HHM Wealth Advisors
HHM Wealth Advisors holds 853 positions in its portfolio as reported in the September 2025 quarterly 13F filing
HHM Wealth Advisors has 853 total positions. Only the first 250 positions are shown.
- Sign up to view all of the HHM Wealth Advisors Sept. 30, 2025 positions
- Download the HHM Wealth Advisors September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 16.1 | $139M | 5.1M | 27.30 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 15.5 | $134M | -4% | 5.2M | 25.71 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 13.3 | $115M | -3% | 3.6M | 31.91 |
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 5.4 | $46M | -6% | 809k | 57.19 |
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 4.0 | $35M | -3% | 791k | 43.78 |
|
| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 3.8 | $33M | 1.1M | 29.32 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 3.2 | $28M | +6% | 305k | 91.42 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.0 | $26M | -10% | 1.1M | 23.28 |
|
| Apple (AAPL) | 2.0 | $18M | 69k | 254.63 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.9 | $16M | -13% | 449k | 36.16 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.8 | $16M | 72k | 215.79 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.7 | $15M | 498k | 29.64 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.6 | $14M | +4% | 324k | 42.96 |
|
| Microsoft Corporation (MSFT) | 1.4 | $12M | 24k | 517.95 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.3 | $12M | -14% | 414k | 27.90 |
|
| Amazon (AMZN) | 0.8 | $7.0M | -23% | 32k | 219.57 |
|
| Strategy Cl A New (MSTR) | 0.7 | $5.8M | 18k | 322.21 |
|
|
| NVIDIA Corporation (NVDA) | 0.5 | $4.4M | -2% | 24k | 186.58 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $4.2M | -7% | 8.7k | 479.59 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $4.1M | 43k | 95.14 |
|
|
| Spdr Series Trust Nuveen Ice Munic (TFI) | 0.5 | $4.0M | 88k | 45.57 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.5M | -5% | 14k | 243.10 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $3.2M | -2% | 10k | 315.43 |
|
| Tesla Motors (TSLA) | 0.3 | $3.0M | +3% | 6.7k | 444.72 |
|
| Norfolk Southern (NSC) | 0.3 | $3.0M | 9.8k | 300.41 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.3 | $2.8M | 90k | 31.16 |
|
|
| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.3 | $2.8M | 22k | 123.91 |
|
|
| Caterpillar (CAT) | 0.3 | $2.7M | -2% | 5.8k | 477.14 |
|
| Home Depot (HD) | 0.3 | $2.7M | -12% | 6.7k | 405.21 |
|
| Servisfirst Bancshares (SFBS) | 0.3 | $2.5M | 31k | 80.53 |
|
|
| Unum (UNM) | 0.3 | $2.4M | 31k | 77.78 |
|
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.3 | $2.4M | -4% | 70k | 34.92 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.4M | -2% | 10k | 243.54 |
|
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.3 | $2.4M | -3% | 94k | 25.74 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $2.3M | 23k | 99.11 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $2.3M | 51k | 44.58 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.3M | -6% | 3.4k | 669.26 |
|
| Abbvie (ABBV) | 0.2 | $2.1M | 8.9k | 231.53 |
|
|
| Southern Company (SO) | 0.2 | $2.0M | -2% | 21k | 94.77 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $2.0M | -16% | 20k | 100.70 |
|
| Wal-Mart Stores (WMT) | 0.2 | $2.0M | -3% | 19k | 103.06 |
|
| Visa Com Cl A (V) | 0.2 | $1.9M | -4% | 5.7k | 341.36 |
|
| Hca Holdings (HCA) | 0.2 | $1.9M | 4.5k | 426.21 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $1.8M | 85k | 21.57 |
|
|
| Waste Management (WM) | 0.2 | $1.8M | 8.3k | 220.82 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.8M | +3% | 36k | 50.07 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.8M | 12k | 153.65 |
|
|
| Regions Financial Corporation (RF) | 0.2 | $1.7M | -9% | 64k | 26.37 |
|
| Invesco Qqq Tr Unit Ser 1 | 0.2 | $1.7M | NEW | 2.8k | 600.43 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $1.6M | 23k | 73.29 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.6M | 2.7k | 612.40 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.6M | 4.9k | 328.20 |
|
|
| Netflix (NFLX) | 0.2 | $1.5M | -3% | 1.2k | 1198.92 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.5M | -24% | 1.9k | 763.00 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $1.5M | NEW | 15k | 100.69 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.5M | 3.1k | 468.41 |
|
|
| Toyota Motor Corp Ads (TM) | 0.2 | $1.4M | +3% | 7.2k | 191.09 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.3M | -2% | 57k | 23.47 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.3M | +30% | 3.7k | 355.47 |
|
| Cisco Systems (CSCO) | 0.2 | $1.3M | 19k | 68.42 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | -3% | 11k | 112.75 |
|
| Uber Technologies (UBER) | 0.1 | $1.2M | +6% | 12k | 97.97 |
|
| UnitedHealth (UNH) | 0.1 | $1.2M | +7% | 3.4k | 345.34 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.2M | +2% | 4.2k | 281.24 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.2M | 6.2k | 189.70 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.2M | 45k | 26.34 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $1.1M | 3.8k | 300.82 |
|
|
| Dxp Enterprises Com New (DXPE) | 0.1 | $1.1M | -33% | 9.6k | 119.07 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.1M | -5% | 23k | 48.84 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $1.1M | 24k | 45.77 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $989k | -3% | 1.3k | 734.43 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $887k | -11% | 11k | 79.93 |
|
| Bank of America Corporation (BAC) | 0.1 | $884k | 17k | 51.59 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $875k | 26k | 33.37 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $858k | -6% | 4.6k | 185.40 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $847k | -8% | 6.0k | 140.05 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $829k | -18% | 4.5k | 182.42 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $824k | 5.8k | 140.95 |
|
|
| Coca-Cola Company (KO) | 0.1 | $807k | 12k | 66.32 |
|
|
| Mid-America Apartment (MAA) | 0.1 | $802k | -8% | 5.7k | 139.73 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $795k | 7.6k | 104.30 |
|
|
| Altria (MO) | 0.1 | $769k | 12k | 66.06 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
|
|
| Coreweave Com Cl A (CRWV) | 0.1 | $748k | +31% | 5.5k | 136.85 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $744k | -3% | 4.4k | 170.85 |
|
| Abbott Laboratories (ABT) | 0.1 | $737k | 5.5k | 133.94 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $714k | +97% | 25k | 29.11 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $702k | +6% | 11k | 65.00 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $698k | 2.7k | 254.28 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $693k | 11k | 65.26 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $689k | 4.7k | 145.65 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $682k | +7% | 23k | 29.39 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $679k | 2.1k | 326.36 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $678k | 2.9k | 236.40 |
|
|
| Miller Inds Inc Tenn Com New (MLR) | 0.1 | $677k | 17k | 40.42 |
|
|
| Lowe's Companies (LOW) | 0.1 | $665k | 2.6k | 251.31 |
|
|
| Nextera Energy (NEE) | 0.1 | $665k | 8.8k | 75.49 |
|
|
| Raytheon Technologies Corp | 0.1 | $664k | NEW | 4.0k | 167.33 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $650k | +24% | 976.00 | 666.26 |
|
| Broadcom (AVGO) | 0.1 | $637k | -9% | 1.9k | 329.91 |
|
| Cummins (CMI) | 0.1 | $630k | 1.5k | 422.37 |
|
|
| Walt Disney Company (DIS) | 0.1 | $628k | 5.5k | 114.51 |
|
|
| Ishares Tr Global 100 Etf (IOO) | 0.1 | $613k | 5.1k | 120.01 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $594k | 4.8k | 123.75 |
|
|
| Sterling Construction Company (STRL) | 0.1 | $592k | 1.7k | 339.68 |
|
|
| Realty Income (O) | 0.1 | $586k | -7% | 9.6k | 60.79 |
|
| Wells Fargo & Company (WFC) | 0.1 | $581k | 6.9k | 83.81 |
|
|
| Philip Morris International (PM) | 0.1 | $580k | -4% | 3.6k | 162.18 |
|
| Pinnacle Financial Partners (PNFP) | 0.1 | $576k | 6.1k | 93.79 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $572k | 1.2k | 490.38 |
|
|
| Ge Vernova (GEV) | 0.1 | $559k | 909.00 | 614.90 |
|
|
| Merck & Co (MRK) | 0.1 | $543k | 6.5k | 83.93 |
|
|
| Allstate Corporation (ALL) | 0.1 | $523k | -5% | 2.4k | 214.65 |
|
| First Horizon National Corporation (FHN) | 0.1 | $516k | -8% | 23k | 22.61 |
|
| Oneok (OKE) | 0.1 | $513k | 7.0k | 72.97 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $509k | 8.5k | 59.92 |
|
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.1 | $505k | 7.6k | 66.61 |
|
|
| Chevron Corporation (CVX) | 0.1 | $505k | -9% | 3.3k | 155.31 |
|
| Micron Technology (MU) | 0.1 | $478k | 2.9k | 167.32 |
|
|
| Fortinet | 0.1 | $473k | NEW | 5.6k | 84.08 |
|
| Kkr & Co (KKR) | 0.1 | $467k | 3.6k | 129.95 |
|
|
| Royal Gold (RGLD) | 0.1 | $463k | 2.3k | 200.62 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $455k | +11% | 491.00 | 926.35 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $454k | 1.7k | 259.60 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $448k | 788.00 | 568.97 |
|
|
| American Tower Reit (AMT) | 0.1 | $442k | -11% | 2.3k | 192.32 |
|
| Pepsi (PEP) | 0.0 | $425k | +4% | 3.0k | 140.44 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $419k | 2.2k | 192.73 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $418k | +2% | 9.1k | 45.72 |
|
| Snap-on Incorporated (SNA) | 0.0 | $416k | 1.2k | 346.53 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $405k | 13k | 31.27 |
|
|
| American Express Company (AXP) | 0.0 | $404k | 1.2k | 332.17 |
|
|
| Deere & Company (DE) | 0.0 | $396k | -17% | 866.00 | 457.33 |
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.0 | $388k | +41% | 8.8k | 44.23 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $386k | +14% | 2.1k | 186.49 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $386k | -7% | 6.8k | 56.75 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $382k | 4.7k | 81.06 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $379k | 1.8k | 208.71 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $379k | -7% | 4.0k | 95.47 |
|
| Tractor Supply Company (TSCO) | 0.0 | $377k | 6.6k | 56.87 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $376k | +2% | 5.2k | 72.77 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $367k | 491.00 | 746.63 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $362k | 4.4k | 82.58 |
|
|
| Amgen (AMGN) | 0.0 | $362k | 1.3k | 282.20 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $358k | +5% | 4.0k | 88.96 |
|
| Linde SHS (LIN) | 0.0 | $357k | +4% | 751.00 | 475.00 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $352k | 2.5k | 141.49 |
|
|
| International Business Machines (IBM) | 0.0 | $349k | -4% | 1.2k | 282.16 |
|
| Rambus (RMBS) | 0.0 | $348k | 3.3k | 104.20 |
|
|
| Medtronic SHS (MDT) | 0.0 | $340k | 3.6k | 95.24 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $338k | 696.00 | 485.02 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $337k | 676.00 | 499.09 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $337k | 2.3k | 145.71 |
|
|
| Timothy Plan Hig Dv Stk Etf (TPHD) | 0.0 | $337k | 8.6k | 39.34 |
|
|
| Danaher Corporation (DHR) | 0.0 | $329k | 1.7k | 198.26 |
|
|
| At&t (T) | 0.0 | $329k | +3% | 12k | 28.24 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $326k | 3.8k | 84.69 |
|
|
| Volatility Shs Tr 2x Bitcoin Strat (BITX) | 0.0 | $324k | 5.9k | 55.08 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $319k | 7.2k | 44.51 |
|
|
| Qualcomm (QCOM) | 0.0 | $318k | 1.9k | 166.36 |
|
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $317k | 3.0k | 104.51 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $316k | 6.4k | 49.01 |
|
|
| Capital One Financial (COF) | 0.0 | $307k | -12% | 1.4k | 212.58 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $304k | +5% | 1.7k | 183.79 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $300k | -34% | 1.5k | 195.86 |
|
| Eaton Corp SHS (ETN) | 0.0 | $295k | -2% | 787.00 | 374.25 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $289k | -5% | 3.1k | 93.37 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $282k | 3.1k | 89.77 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $282k | +2% | 1.7k | 161.79 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $282k | 5.6k | 50.73 |
|
|
| Phillips 66 (PSX) | 0.0 | $273k | 2.0k | 136.02 |
|
|
| Booking Holdings (BKNG) | 0.0 | $270k | 50.00 | 5399.28 |
|
|
| CSX Corporation (CSX) | 0.0 | $266k | 7.5k | 35.51 |
|
|
| Huntington Ingalls Inds (HII) | 0.0 | $261k | 905.00 | 287.91 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $256k | 750.00 | 341.00 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $249k | 3.7k | 68.08 |
|
|
| Timothy Plan Intl Etf (TPIF) | 0.0 | $246k | 7.4k | 33.38 |
|
|
| Verizon Communications (VZ) | 0.0 | $244k | +7% | 5.5k | 43.95 |
|
| McDonald's Corporation (MCD) | 0.0 | $243k | -2% | 800.00 | 303.90 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $242k | +40% | 5.1k | 47.72 |
|
| Clorox Company (CLX) | 0.0 | $242k | +21% | 2.0k | 123.30 |
|
| Honeywell International (HON) | 0.0 | $237k | 1.1k | 210.50 |
|
|
| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.0 | $235k | 5.1k | 46.30 |
|
|
| First Tr Exchange-traded A Com Shs (FEX) | 0.0 | $234k | 2.0k | 116.82 |
|
|
| Pfizer (PFE) | 0.0 | $232k | 9.1k | 25.48 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $231k | -87% | 5.5k | 42.13 |
|
| Bank Ozk (OZK) | 0.0 | $230k | 4.5k | 50.98 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $230k | -4% | 1.0k | 222.17 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $229k | +3% | 780.00 | 293.74 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $228k | 235.00 | 968.09 |
|
|
| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.0 | $222k | 8.9k | 25.10 |
|
|
| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.0 | $222k | 5.2k | 42.46 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $221k | -7% | 1.3k | 170.26 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $218k | 3.1k | 71.37 |
|
|
| Curtiss-Wright (CW) | 0.0 | $217k | 400.00 | 542.94 |
|
|
| Emerson Electric (EMR) | 0.0 | $215k | 1.6k | 131.21 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $215k | 4.7k | 45.51 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $209k | 3.3k | 63.59 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $207k | -5% | 2.5k | 83.54 |
|
| Intel Corporation (INTC) | 0.0 | $207k | -26% | 6.2k | 33.55 |
|
| Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) | 0.0 | $207k | +11% | 3.2k | 65.04 |
|
| Encompass Health Corp (EHC) | 0.0 | $203k | 1.6k | 127.02 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $202k | 1.5k | 138.60 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $202k | 1.0k | 201.53 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $199k | 3.7k | 54.18 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) | 0.0 | $198k | +6% | 2.5k | 77.78 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $198k | 1.6k | 125.86 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $197k | +889% | 584.00 | 337.49 |
|
| First Tr Exchange-traded A Com Shs (FTC) | 0.0 | $194k | 1.2k | 160.66 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $190k | 1.2k | 158.13 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $188k | -22% | 1.1k | 178.73 |
|
| Goldman Sachs (GS) | 0.0 | $188k | -27% | 236.00 | 796.35 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $186k | 1.5k | 128.24 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $185k | 557.00 | 332.84 |
|
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $185k | 2.0k | 92.42 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $184k | 1.7k | 110.59 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $183k | -8% | 898.00 | 203.62 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $183k | 3.4k | 53.87 |
|
|
| Smartfinancial Com New (SMBK) | 0.0 | $182k | 5.1k | 35.73 |
|
|
| Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) | 0.0 | $180k | 3.3k | 55.22 |
|
|
| Dover Corporation (DOV) | 0.0 | $179k | 1.1k | 166.83 |
|
|
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.0 | $177k | 6.3k | 28.21 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $177k | 3.0k | 58.08 |
|
|
| Target Corporation cs | 0.0 | $172k | NEW | 1.9k | 89.70 |
|
| Timothy Plan U S Sm Cp Core (TPSC) | 0.0 | $169k | 4.1k | 41.57 |
|
|
| Old Dominion Freight Line (ODFL) | 0.0 | $163k | 1.2k | 140.83 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $161k | +11% | 3.0k | 53.08 |
|
| Hubspot (HUBS) | 0.0 | $161k | 343.00 | 467.80 |
|
|
| Garmin SHS (GRMN) | 0.0 | $160k | 650.00 | 246.19 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $159k | 2.0k | 78.09 |
|
|
| Cadence Bank (CADE) | 0.0 | $159k | NEW | 4.2k | 37.54 |
|
| Dominion Resources (D) | 0.0 | $159k | 2.6k | 61.17 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $158k | 341.00 | 463.74 |
|
|
| Evergy (EVRG) | 0.0 | $158k | 2.1k | 76.02 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $155k | 1.6k | 100.25 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $154k | 117.00 | 1313.72 |
|
|
| Stantec (STN) | 0.0 | $153k | 1.4k | 107.80 |
|
|
| D.R. Horton (DHI) | 0.0 | $153k | 900.00 | 169.47 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $150k | 531.00 | 281.86 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $148k | -22% | 995.00 | 148.61 |
|
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $145k | 4.6k | 31.35 |
|
|
| Corning Incorporated (GLW) | 0.0 | $145k | -2% | 1.8k | 82.03 |
|
| General Mills (GIS) | 0.0 | $144k | -6% | 2.9k | 50.42 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $141k | 4.3k | 32.89 |
|
|
| Iron Mountain (IRM) | 0.0 | $137k | -6% | 1.3k | 101.94 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $137k | 565.00 | 242.13 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $134k | 2.2k | 59.70 |
|
|
| Nike CL B (NKE) | 0.0 | $133k | 1.9k | 69.71 |
|
|
| Enbridge (ENB) | 0.0 | $133k | +10% | 2.6k | 50.46 |
|
| Mohawk Industries (MHK) | 0.0 | $129k | -2% | 1.0k | 128.92 |
|
Past Filings by HHM Wealth Advisors
SEC 13F filings are viewable for HHM Wealth Advisors going back to 2018
- HHM Wealth Advisors 2025 Q3 filed Oct. 29, 2025
- HHM Wealth Advisors 2025 Q2 filed Aug. 11, 2025
- HHM Wealth Advisors 2025 Q1 filed May 8, 2025
- HHM Wealth Advisors 2024 Q4 filed Jan. 24, 2025
- HHM Wealth Advisors 2024 Q3 filed Nov. 12, 2024
- HHM Wealth Advisors 2024 Q2 filed Aug. 7, 2024
- 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