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 54.42% of HHM Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: UNM, QQQ, NFLX, VIG, SCHA, RTX, HOOD, FTNT, IBIT, IDV.
- Started 68 new stock positions in SSB, VCR, VEEV, CNEQ, DFSV, TLT, EQIX, Digital Currency X Technolog, SOLS, RDDT.
- Reduced shares in these 10 stocks: SCHB, SCHG, SCHD, Invesco Qqq Tr, SPMD, , VNQ, CALF, SCHF, TFI.
- Sold out of its positions in Invesco Qqq Tr, Barclays, BINC, DYNF, BAI, THRO, BLNK, BAH, BRO, CTRA.
- HHM Wealth Advisors was a net seller of stock by $-22M.
- HHM Wealth Advisors has $850M in assets under management (AUM), dropping by -1.72%.
- Central Index Key (CIK): 0001750086
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Portfolio Holdings for HHM Wealth Advisors
HHM Wealth Advisors holds 843 positions in its portfolio as reported in the December 2025 quarterly 13F filing
HHM Wealth Advisors has 843 total positions. Only the first 250 positions are shown.
- Sign up to view all of the HHM Wealth Advisors Dec. 31, 2025 positions
- Download the HHM Wealth Advisors December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 16.2 | $138M | 5.0M | 27.43 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 15.6 | $132M | -3% | 5.0M | 26.23 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 13.4 | $114M | -3% | 3.5M | 32.62 |
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| Spdr Series Trust State Street Spd (SPMD) | 5.3 | $45M | -3% | 781k | 57.91 |
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 4.0 | $34M | -4% | 759k | 44.37 |
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| Spdr Series Trust State Street Spd (SPTS) | 3.8 | $32M | 1.1M | 29.28 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.1 | $26M | -3% | 1.1M | 24.04 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 3.0 | $26M | -5% | 289k | 88.49 |
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| Apple (AAPL) | 2.1 | $18M | -3% | 67k | 271.86 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.0 | $17M | +5% | 76k | 219.78 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.8 | $16M | -3% | 433k | 36.06 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.7 | $15M | -2% | 487k | 30.07 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.7 | $15M | 322k | 45.21 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.5 | $13M | +7% | 446k | 28.48 |
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| Microsoft Corporation (MSFT) | 1.4 | $12M | 24k | 483.63 |
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| Amazon (AMZN) | 0.9 | $7.5M | 32k | 230.82 |
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| Unum (UNM) | 0.5 | $4.5M | +86% | 58k | 77.50 |
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| NVIDIA Corporation (NVDA) | 0.5 | $4.2M | -4% | 23k | 186.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.1M | -9% | 13k | 313.00 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $4.0M | 42k | 94.16 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $4.0M | -6% | 8.1k | 487.83 |
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| Caterpillar (CAT) | 0.4 | $3.3M | 5.8k | 572.90 |
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| Spdr Series Trust State Street Spd (TFI) | 0.4 | $3.3M | -18% | 71k | 45.71 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $3.2M | 10k | 322.22 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.1M | 10k | 313.79 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.4 | $3.1M | +8% | 97k | 31.51 |
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| Norfolk Southern (NSC) | 0.3 | $2.8M | 9.9k | 288.73 |
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| Strategy Cl A New (MSTR) | 0.3 | $2.7M | 18k | 151.95 |
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| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.3 | $2.7M | 22k | 123.95 |
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| Tesla Motors (TSLA) | 0.3 | $2.7M | -9% | 6.1k | 449.72 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.3 | $2.5M | 93k | 26.57 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $2.4M | 23k | 103.56 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.4M | 3.4k | 684.85 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.3 | $2.2M | -10% | 62k | 35.92 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $2.2M | -3% | 49k | 45.51 |
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| Servisfirst Bancshares (SFBS) | 0.3 | $2.2M | 31k | 71.79 |
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| Home Depot (HD) | 0.3 | $2.2M | -4% | 6.4k | 344.08 |
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| Wal-Mart Stores (WMT) | 0.3 | $2.2M | 19k | 111.41 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $2.1M | +4% | 21k | 100.38 |
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| Hca Holdings (HCA) | 0.2 | $2.1M | 4.5k | 466.88 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.1M | 1.9k | 1074.68 |
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| Abbvie (ABBV) | 0.2 | $2.0M | 8.8k | 228.48 |
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| Visa Com Cl A (V) | 0.2 | $2.0M | 5.7k | 350.71 |
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| Southern Company (SO) | 0.2 | $1.9M | 21k | 87.20 |
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| Regions Financial Corporation (RF) | 0.2 | $1.7M | 64k | 27.10 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.7M | NEW | 2.8k | 614.38 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $1.7M | 23k | 75.05 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.7M | +3% | 5.0k | 335.25 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.7M | 2.7k | 627.13 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $1.7M | -5% | 81k | 20.89 |
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| Procter & Gamble Company (PG) | 0.2 | $1.6M | -6% | 11k | 143.31 |
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| Toyota Motor Corp Ads (TM) | 0.2 | $1.5M | 7.2k | 214.06 |
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| Waste Management (WM) | 0.2 | $1.5M | -17% | 6.8k | 219.72 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.5M | 3.2k | 473.30 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.5M | 3.7k | 396.31 |
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| Cisco Systems (CSCO) | 0.2 | $1.4M | 19k | 77.03 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.4M | +8% | 62k | 23.37 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | -7% | 10k | 120.34 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.2M | -33% | 24k | 50.29 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.2M | 45k | 26.91 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.2M | 6.2k | 191.56 |
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| Netflix (NFLX) | 0.1 | $1.2M | +904% | 13k | 93.76 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.1M | 23k | 48.75 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.1M | -5% | 3.6k | 308.03 |
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| UnitedHealth (UNH) | 0.1 | $1.1M | -3% | 3.3k | 330.06 |
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| Meta Platforms Cl A (META) | 0.1 | $1.1M | +19% | 1.6k | 660.13 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $1.0M | -4% | 23k | 45.02 |
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| Uber Technologies (UBER) | 0.1 | $961k | -4% | 12k | 81.71 |
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| Johnson & Johnson (JNJ) | 0.1 | $957k | 4.6k | 206.96 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $915k | +70% | 18k | 49.65 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $885k | 11k | 79.73 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $862k | +18% | 29k | 29.61 |
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| Dxp Enterprises Com New (DXPE) | 0.1 | $859k | -18% | 7.8k | 109.79 |
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| Bank of America Corporation (BAC) | 0.1 | $850k | -9% | 16k | 55.00 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $841k | 6.0k | 139.16 |
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| Coca-Cola Company (KO) | 0.1 | $837k | 12k | 69.91 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $832k | +25% | 1.2k | 682.18 |
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| Oracle Corporation (ORCL) | 0.1 | $822k | 4.2k | 194.91 |
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| Micron Technology (MU) | 0.1 | $815k | 2.9k | 285.41 |
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| Mid-America Apartment (MAA) | 0.1 | $797k | 5.7k | 138.91 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $793k | 7.6k | 104.04 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $790k | -2% | 4.4k | 177.75 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $769k | -10% | 24k | 32.75 |
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| Cummins (CMI) | 0.1 | $761k | 1.5k | 510.45 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
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| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $736k | 23k | 31.85 |
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| Allstate Corporation (ALL) | 0.1 | $733k | +44% | 3.5k | 208.15 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $713k | -4% | 2.0k | 360.13 |
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| Broadcom (AVGO) | 0.1 | $710k | +6% | 2.1k | 346.03 |
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| Nextera Energy (NEE) | 0.1 | $707k | 8.8k | 80.28 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $698k | 11k | 66.00 |
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| Abbott Laboratories (ABT) | 0.1 | $687k | 5.5k | 125.29 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $671k | 4.4k | 154.14 |
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| Altria (MO) | 0.1 | $669k | 12k | 57.66 |
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| Ishares Tr Global 100 Etf (IOO) | 0.1 | $647k | 5.1k | 126.67 |
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| Wells Fargo & Company (WFC) | 0.1 | $646k | 6.9k | 93.19 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $641k | -23% | 4.5k | 143.52 |
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| Miller Inds Inc Tenn Com New (MLR) | 0.1 | $626k | 17k | 37.37 |
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| Walt Disney Company (DIS) | 0.1 | $624k | 5.5k | 113.78 |
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| Merck & Co (MRK) | 0.1 | $609k | -10% | 5.8k | 105.26 |
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| Ge Vernova (GEV) | 0.1 | $609k | +2% | 931.00 | 653.57 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $604k | NEW | 3.3k | 183.40 |
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| Pinnacle Financial Partners | 0.1 | $586k | 6.1k | 95.41 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $586k | +4% | 5.0k | 117.21 |
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| Philip Morris International (PM) | 0.1 | $574k | 3.6k | 160.39 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $551k | 1.2k | 468.76 |
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| Realty Income (O) | 0.1 | $540k | 9.6k | 56.37 |
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| Sterling Construction Company (STRL) | 0.1 | $531k | 1.7k | 306.23 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $531k | 8.5k | 62.47 |
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| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.1 | $517k | 7.6k | 68.14 |
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| Oneok (OKE) | 0.1 | $515k | 7.0k | 73.50 |
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| Royal Gold (RGLD) | 0.1 | $513k | 2.3k | 222.26 |
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| First Horizon National Corporation (FHN) | 0.1 | $508k | -7% | 21k | 23.90 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $507k | -28% | 2.0k | 257.95 |
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| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.1 | $481k | +19% | 11k | 46.03 |
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| Union Pacific Corporation (UNP) | 0.1 | $481k | -27% | 2.1k | 231.36 |
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| Lowe's Companies (LOW) | 0.1 | $475k | -25% | 2.0k | 241.16 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $465k | +1760% | 4.1k | 113.10 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $465k | 6.7k | 69.40 |
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| Kkr & Co (KKR) | 0.1 | $459k | 3.6k | 127.48 |
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| American Express Company (AXP) | 0.1 | $444k | 1.2k | 369.96 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $422k | +6% | 2.2k | 190.99 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $422k | 5.2k | 81.17 |
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| Amgen (AMGN) | 0.0 | $420k | 1.3k | 327.31 |
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| Costco Wholesale Corporation (COST) | 0.0 | $419k | 485.00 | 863.06 |
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| Fortinet (FTNT) | 0.0 | $416k | NEW | 5.2k | 79.41 |
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| Enterprise Products Partners (EPD) | 0.0 | $415k | 13k | 32.06 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $414k | -8% | 724.00 | 571.19 |
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| Snap-on Incorporated (SNA) | 0.0 | $414k | 1.2k | 344.60 |
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| Chevron Corporation (CVX) | 0.0 | $412k | -16% | 2.7k | 152.41 |
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| Truist Financial Corp equities (TFC) | 0.0 | $401k | -10% | 8.1k | 49.21 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $398k | -20% | 1.4k | 287.85 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $396k | 4.0k | 99.91 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $386k | 1.8k | 211.79 |
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| Danaher Corporation (DHR) | 0.0 | $380k | 1.7k | 228.92 |
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| Advanced Micro Devices (AMD) | 0.0 | $378k | 1.8k | 214.16 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $372k | -4% | 5.2k | 71.61 |
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| International Business Machines (IBM) | 0.0 | $369k | 1.2k | 296.21 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $353k | 2.2k | 162.65 |
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| Capital One Financial (COF) | 0.0 | $350k | 1.4k | 242.36 |
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| Pepsi (PEP) | 0.0 | $349k | -19% | 2.4k | 143.52 |
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| Tractor Supply Company (TSCO) | 0.0 | $332k | 6.6k | 50.01 |
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| Qualcomm (QCOM) | 0.0 | $327k | 1.9k | 171.05 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $323k | +97% | 673.00 | 480.57 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $319k | 7.2k | 44.55 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $315k | -3% | 652.00 | 483.67 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $311k | -22% | 537.00 | 579.45 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $308k | +6512% | 7.8k | 39.45 |
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| Huntington Ingalls Inds (HII) | 0.0 | $308k | 905.00 | 340.07 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $307k | 1.5k | 199.68 |
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| Rambus (RMBS) | 0.0 | $307k | 3.3k | 91.89 |
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| Arista Networks Com Shs (ANET) | 0.0 | $303k | 2.3k | 131.03 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $303k | -6% | 2.8k | 106.70 |
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| Deere & Company (DE) | 0.0 | $300k | -25% | 644.00 | 465.69 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $297k | 3.1k | 96.03 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $290k | -21% | 384.00 | 753.78 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $289k | -19% | 3.2k | 89.44 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $287k | 1.7k | 173.49 |
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| Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) | 0.0 | $286k | +41% | 4.5k | 63.50 |
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| Medtronic SHS (MDT) | 0.0 | $283k | -17% | 2.9k | 96.06 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $281k | 5.6k | 50.59 |
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| American Tower Reit (AMT) | 0.0 | $278k | -31% | 1.6k | 175.57 |
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| At&t (T) | 0.0 | $274k | -5% | 11k | 24.84 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $272k | 2.5k | 109.31 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $272k | +75% | 1.9k | 146.58 |
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| Booking Holdings (BKNG) | 0.0 | $268k | 50.00 | 5355.34 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $253k | 3.7k | 69.42 |
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| General Dynamics Corporation (GD) | 0.0 | $253k | 750.00 | 336.66 |
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| Phillips 66 (PSX) | 0.0 | $252k | -2% | 2.0k | 129.04 |
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| Eaton Corp SHS (ETN) | 0.0 | $249k | 781.00 | 318.51 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $244k | 6.4k | 37.96 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $240k | -4% | 224.00 | 1069.86 |
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| United Parcel Service CL B (UPS) | 0.0 | $239k | -2% | 2.4k | 99.19 |
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| First Tr Exchange-traded A Com Shs (FEX) | 0.0 | $237k | 2.0k | 118.62 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $237k | 5.1k | 46.67 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $233k | 1.0k | 224.67 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $231k | +2% | 796.00 | 290.22 |
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| Intel Corporation (INTC) | 0.0 | $228k | 6.2k | 36.90 |
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| Curtiss-Wright (CW) | 0.0 | $226k | +2% | 410.00 | 551.27 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $225k | 3.1k | 73.56 |
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| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.0 | $222k | 8.9k | 25.10 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $221k | 5.5k | 40.35 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $220k | +10% | 4.1k | 53.76 |
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| Emerson Electric (EMR) | 0.0 | $218k | 1.6k | 132.71 |
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| Dover Corporation (DOV) | 0.0 | $217k | +3% | 1.1k | 195.24 |
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| Verizon Communications (VZ) | 0.0 | $216k | -4% | 5.3k | 40.73 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $215k | 3.1k | 68.36 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $215k | 4.7k | 45.53 |
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| Valero Energy Corporation (VLO) | 0.0 | $212k | 1.3k | 162.79 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $210k | +13% | 3.8k | 54.77 |
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| Bank Ozk (OZK) | 0.0 | $208k | 4.5k | 46.02 |
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| Goldman Sachs (GS) | 0.0 | $207k | 236.00 | 879.00 |
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| Honeywell International (HON) | 0.0 | $205k | -6% | 1.1k | 195.09 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $200k | -71% | 1.3k | 148.69 |
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| Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) | 0.0 | $200k | 2.5k | 78.50 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $200k | 1.4k | 137.87 |
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| Clorox Company (CLX) | 0.0 | $199k | 2.0k | 100.83 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $198k | 1.6k | 125.92 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $197k | 1.2k | 163.38 |
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| First Tr Exchange-traded A Com Shs (FTC) | 0.0 | $193k | 1.2k | 159.88 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $191k | 557.00 | 342.97 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $189k | 1.7k | 113.72 |
|
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $189k | 2.0k | 94.38 |
|
|
| Smartfinancial Com New (SMBK) | 0.0 | $188k | 5.1k | 36.99 |
|
|
| Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) | 0.0 | $186k | 3.3k | 57.14 |
|
|
| Cadence Bank | 0.0 | $182k | 4.2k | 42.84 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $179k | 1.5k | 122.96 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $179k | +45% | 2.8k | 64.42 |
|
| Palo Alto Networks (PANW) | 0.0 | $177k | +6% | 958.00 | 184.20 |
|
| Main Street Capital Corporation (MAIN) | 0.0 | $174k | -12% | 2.9k | 60.39 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $173k | -4% | 1.1k | 156.86 |
|
| Encompass Health Corp (EHC) | 0.0 | $170k | 1.6k | 106.14 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $167k | -31% | 545.00 | 305.65 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $164k | +2% | 1.0k | 160.97 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $159k | 2.0k | 77.88 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $155k | 117.00 | 1325.51 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $155k | 1.6k | 99.88 |
|
|
| Corning Incorporated (GLW) | 0.0 | $155k | 1.8k | 87.56 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $153k | +100% | 1.1k | 143.97 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $153k | +10% | 622.00 | 246.04 |
|
| Dominion Resources (D) | 0.0 | $153k | 2.6k | 58.59 |
|
|
| FedEx Corporation (FDX) | 0.0 | $152k | 527.00 | 288.70 |
|
|
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.0 | $151k | 6.3k | 24.03 |
|
|
| Evergy (EVRG) | 0.0 | $150k | 2.1k | 72.49 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $146k | +41% | 945.00 | 154.80 |
|
| Morgan Stanley Com New (MS) | 0.0 | $143k | 807.00 | 177.53 |
|
|
| Target Corporation (TGT) | 0.0 | $141k | NEW | 1.4k | 97.75 |
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $139k | 1.4k | 103.17 |
|
|
| Pfizer (PFE) | 0.0 | $139k | -38% | 5.6k | 24.90 |
|
| Hubspot (HUBS) | 0.0 | $138k | 343.00 | 401.30 |
|
|
| Stantec (STN) | 0.0 | $134k | 1.4k | 94.36 |
|
|
| Garmin SHS (GRMN) | 0.0 | $132k | 653.00 | 202.77 |
|
|
| General Motors Company (GM) | 0.0 | $132k | 1.6k | 81.32 |
|
|
| TJX Companies (TJX) | 0.0 | $131k | 855.00 | 153.61 |
|
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $131k | -12% | 3.8k | 34.74 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.0 | $130k | 1.6k | 79.68 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $130k | 700.00 | 185.61 |
|
|
| D.R. Horton (DHI) | 0.0 | $130k | 900.00 | 144.03 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $128k | 413.00 | 310.24 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $126k | -66% | 1.5k | 84.64 |
|
| S&p Global (SPGI) | 0.0 | $125k | 238.00 | 523.66 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $124k | -27% | 2.2k | 56.62 |
|
| Marsh & McLennan Companies | 0.0 | $124k | -33% | 666.00 | 185.52 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $123k | 1.0k | 120.18 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $123k | 731.00 | 167.94 |
|
|
| Synopsys (SNPS) | 0.0 | $121k | 258.00 | 469.72 |
|
|
| Nike CL B (NKE) | 0.0 | $120k | 1.9k | 63.71 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $119k | -65% | 1.3k | 90.00 |
|
| Carrier Global Corporation (CARR) | 0.0 | $118k | 2.2k | 52.84 |
|
|
| Consolidated Edison (ED) | 0.0 | $117k | 1.2k | 99.32 |
|
Past Filings by HHM Wealth Advisors
SEC 13F filings are viewable for HHM Wealth Advisors going back to 2018
- HHM Wealth Advisors 2025 Q4 filed Jan. 22, 2026
- 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