HHM Wealth Advisors
Latest statistics and disclosures from HHM Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHD, SCHG, SCHB, SPTS, SPMD, and represent 53.33% of HHM Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPTS (+$8.3M), SCHD, CALF, MSTR, SPMD, VNQ, VUG, FNDF, AAPL, VTEB.
- Started 60 new stock positions in MTD, PTSI, ICLR, HIG, BWXT, TU, PPG, LIN, USFD, Te Connectivity.
- Reduced shares in these 10 stocks: SCHB (-$12M), SCHG, SFBS, SCHF, IVV, IVW, VIG, UBER, SCHA, LLY.
- Sold out of its positions in ARKG, QGRO, AVUV, ARCB, ARR, CTRA, DD, DX, EW, EVO.
- HHM Wealth Advisors was a net seller of stock by $-3.9M.
- HHM Wealth Advisors has $705M in assets under management (AUM), dropping by 6.09%.
- Central Index Key (CIK): 0001750086
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Portfolio Holdings for HHM Wealth Advisors
HHM Wealth Advisors holds 780 positions in its portfolio as reported in the September 2024 quarterly 13F filing
HHM Wealth Advisors has 780 total positions. Only the first 250 positions are shown.
- Sign up to view all of the HHM Wealth Advisors Sept. 30, 2024 positions
- Download the HHM Wealth Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 19.0 | $134M | +3% | 1.6M | 84.53 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 12.8 | $90M | -2% | 867k | 104.18 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 12.7 | $89M | -11% | 1.3M | 66.52 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 4.5 | $31M | +35% | 1.1M | 29.41 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 4.4 | $31M | +3% | 564k | 54.68 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 4.1 | $29M | +7% | 622k | 46.52 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 3.5 | $25M | +3% | 257k | 97.42 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.4 | $24M | -3% | 580k | 41.12 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 2.3 | $16M | 497k | 32.27 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.0 | $14M | -2% | 173k | 83.09 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.9 | $13M | -4% | 67k | 198.06 |
|
| Apple (AAPL) | 1.8 | $13M | +3% | 55k | 233.00 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.6 | $11M | -4% | 219k | 51.50 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.5 | $11M | +4% | 280k | 37.37 |
|
| Microsoft Corporation (MSFT) | 1.2 | $8.2M | 19k | 430.30 |
|
|
| Amazon (AMZN) | 1.0 | $7.4M | 40k | 186.33 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $4.1M | -6% | 45k | 91.31 |
|
| Servisfirst Bancshares (SFBS) | 0.5 | $3.5M | -38% | 43k | 80.45 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $3.3M | +28% | 8.7k | 383.94 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.4 | $2.8M | 61k | 46.83 |
|
|
| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.4 | $2.7M | -4% | 23k | 119.68 |
|
| Home Depot (HD) | 0.4 | $2.7M | 6.7k | 405.19 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.4 | $2.6M | 43k | 59.57 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $2.5M | +2% | 26k | 96.95 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $2.5M | +13% | 25k | 100.72 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.3 | $2.4M | -10% | 80k | 30.44 |
|
| Norfolk Southern (NSC) | 0.3 | $2.4M | 9.7k | 248.50 |
|
|
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.3 | $2.4M | -13% | 34k | 70.37 |
|
| Caterpillar (CAT) | 0.3 | $2.3M | +6% | 5.9k | 391.14 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.2M | -17% | 2.5k | 885.94 |
|
| Regions Financial Corporation (RF) | 0.3 | $2.1M | -9% | 90k | 23.33 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $2.1M | -3% | 17k | 121.44 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $2.0M | 88k | 23.17 |
|
|
| Southern Company (SO) | 0.3 | $2.0M | -9% | 22k | 90.18 |
|
| Hca Holdings (HCA) | 0.3 | $1.8M | 4.5k | 406.42 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.3 | $1.8M | 41k | 44.67 |
|
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.3 | $1.8M | 38k | 47.53 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $1.8M | -2% | 11k | 173.21 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $1.8M | 47k | 37.70 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.7M | +17% | 37k | 47.52 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $1.7M | 26k | 67.27 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $1.7M | -4% | 34k | 48.68 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.6M | 3.1k | 527.62 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.6M | 9.4k | 167.19 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.5M | +32% | 30k | 51.12 |
|
| Volatility Shs Tr 2x Bitcoin Strat (BITX) | 0.2 | $1.5M | +19% | 52k | 28.49 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.4M | 6.6k | 210.86 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.4M | 4.9k | 283.15 |
|
|
| Microstrategy Cl A New (MSTR) | 0.2 | $1.3M | +1058% | 8.0k | 168.60 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.3M | 8.1k | 165.85 |
|
|
| Pinnacle Financial Partners (PNFP) | 0.2 | $1.3M | 13k | 97.97 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.3M | -19% | 2.7k | 488.12 |
|
| Toyota Motor Corp Ads (TM) | 0.2 | $1.2M | +7% | 6.9k | 178.57 |
|
| Waste Management (WM) | 0.2 | $1.2M | +2% | 5.7k | 207.61 |
|
| Abbvie (ABBV) | 0.2 | $1.2M | 6.0k | 197.49 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.2M | -39% | 2.0k | 576.86 |
|
| Uber Technologies (UBER) | 0.2 | $1.1M | -33% | 15k | 75.16 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.1M | -5% | 6.2k | 179.16 |
|
| Tesla Motors (TSLA) | 0.2 | $1.1M | 4.3k | 261.63 |
|
|
| Dxp Enterprises Com New (DXPE) | 0.2 | $1.1M | -15% | 20k | 53.36 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.1M | -3% | 13k | 80.75 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.0M | -4% | 13k | 79.42 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.0M | 15k | 67.85 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $997k | -7% | 8.5k | 117.22 |
|
| Mid-America Apartment (MAA) | 0.1 | $994k | +3% | 6.3k | 158.90 |
|
| Cisco Systems (CSCO) | 0.1 | $940k | 18k | 53.22 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $913k | 6.4k | 142.04 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $812k | -25% | 5.3k | 153.13 |
|
| Nextera Energy (NEE) | 0.1 | $765k | -4% | 9.0k | 84.53 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $748k | 5.8k | 128.20 |
|
|
| Oneok (OKE) | 0.1 | $740k | -10% | 8.1k | 91.13 |
|
| Meta Platforms Cl A (META) | 0.1 | $710k | -22% | 1.2k | 572.46 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $682k | -7% | 2.8k | 243.06 |
|
| Realty Income (O) | 0.1 | $679k | -22% | 11k | 63.42 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $678k | 6.2k | 109.65 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $670k | -8% | 3.6k | 188.58 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $662k | 11k | 62.32 |
|
|
| Coca-Cola Company (KO) | 0.1 | $658k | -8% | 9.2k | 71.86 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $646k | 2.7k | 237.21 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $642k | 16k | 39.68 |
|
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.1 | $641k | 11k | 60.08 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $641k | 7.6k | 84.04 |
|
|
| Altria (MO) | 0.1 | $626k | -14% | 12k | 51.04 |
|
| Visa Com Cl A (V) | 0.1 | $621k | -8% | 2.3k | 274.90 |
|
| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.1 | $620k | -2% | 25k | 25.09 |
|
| Johnson & Johnson (JNJ) | 0.1 | $618k | -4% | 3.8k | 162.04 |
|
| UnitedHealth (UNH) | 0.1 | $617k | +6% | 1.1k | 584.90 |
|
| Miller Inds Inc Tenn Com New (MLR) | 0.1 | $610k | 10k | 61.00 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $609k | -2% | 21k | 29.18 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $606k | +10% | 19k | 32.23 |
|
| Union Pacific Corporation (UNP) | 0.1 | $586k | 2.4k | 246.49 |
|
|
| Philip Morris International (PM) | 0.1 | $581k | -9% | 4.8k | 121.41 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $565k | -2% | 5.6k | 101.27 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $553k | -2% | 4.8k | 115.31 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $524k | +9% | 912.00 | 574.00 |
|
| Merck & Co (MRK) | 0.1 | $480k | 4.2k | 113.57 |
|
|
| Danaher Corporation (DHR) | 0.1 | $473k | +2% | 1.7k | 278.04 |
|
| Kkr & Co (KKR) | 0.1 | $456k | -3% | 3.5k | 130.60 |
|
| Cummins (CMI) | 0.1 | $450k | 1.4k | 323.79 |
|
|
| Deere & Company (DE) | 0.1 | $444k | +31% | 1.1k | 417.21 |
|
| Netflix (NFLX) | 0.1 | $443k | 625.00 | 709.27 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $441k | +10% | 5.6k | 78.37 |
|
| Fortinet (FTNT) | 0.1 | $434k | +4% | 5.6k | 77.55 |
|
| Wells Fargo & Company (WFC) | 0.1 | $432k | +41% | 7.6k | 56.49 |
|
| American Express Company (AXP) | 0.1 | $403k | 1.5k | 271.20 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $400k | +3% | 451.00 | 887.11 |
|
| Abbott Laboratories (ABT) | 0.1 | $394k | 3.5k | 114.01 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $391k | 4.7k | 82.94 |
|
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| Amgen (AMGN) | 0.1 | $389k | 1.2k | 322.21 |
|
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| Vanguard World Health Car Etf (VHT) | 0.1 | $385k | 1.4k | 282.20 |
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|
| Truist Financial Corp equities (TFC) | 0.1 | $378k | 8.8k | 42.77 |
|
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| Enterprise Products Partners (EPD) | 0.1 | $376k | -3% | 13k | 29.11 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $375k | 4.7k | 80.36 |
|
|
| Tractor Supply Company (TSCO) | 0.1 | $374k | -5% | 1.3k | 290.87 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $372k | 1.9k | 200.78 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $367k | +17% | 744.00 | 493.55 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $363k | 6.9k | 52.81 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $359k | 7.1k | 50.79 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $359k | 2.4k | 151.62 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $356k | 2.5k | 143.01 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $354k | -5% | 2.2k | 162.92 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $350k | +4% | 598.00 | 584.74 |
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| Allstate Corporation (ALL) | 0.0 | $349k | +12% | 1.8k | 189.65 |
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| Royal Gold (RGLD) | 0.0 | $346k | -7% | 2.5k | 140.32 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $345k | 1.7k | 206.56 |
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| Timothy Plan Hig Dv Stk Etf (TPHD) | 0.0 | $344k | -5% | 9.1k | 37.70 |
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| Pepsi (PEP) | 0.0 | $341k | +7% | 2.0k | 170.09 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $327k | +18% | 1.2k | 280.47 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $318k | NEW | 3.8k | 83.22 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $317k | 4.6k | 69.39 |
|
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $315k | +69% | 4.3k | 73.43 |
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| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.0 | $312k | 6.3k | 49.80 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $310k | 2.5k | 122.47 |
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| Target Corporation (TGT) | 0.0 | $307k | -23% | 2.0k | 155.90 |
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| CSX Corporation (CSX) | 0.0 | $305k | 8.8k | 34.53 |
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| Qualcomm (QCOM) | 0.0 | $302k | -12% | 1.8k | 170.05 |
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| Medtronic SHS (MDT) | 0.0 | $301k | 3.3k | 90.03 |
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| Dover Corporation (DOV) | 0.0 | $299k | -24% | 1.6k | 191.74 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $298k | 1.7k | 179.30 |
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| Micron Technology (MU) | 0.0 | $294k | +5% | 2.8k | 103.71 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $277k | 2.0k | 136.14 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $273k | 7.2k | 38.15 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $269k | 7.0k | 38.53 |
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| Phillips 66 (PSX) | 0.0 | $264k | +2% | 2.0k | 131.45 |
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| International Business Machines (IBM) | 0.0 | $262k | -4% | 1.2k | 221.08 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $257k | -28% | 2.1k | 121.15 |
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| Unum (UNM) | 0.0 | $256k | 4.3k | 59.44 |
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| Chevron Corporation (CVX) | 0.0 | $256k | -17% | 1.7k | 147.25 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $254k | +8% | 5.0k | 50.74 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $252k | -8% | 3.0k | 83.63 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $249k | 5.0k | 49.70 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $234k | 3.7k | 62.69 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $231k | 1.2k | 198.71 |
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| Lowe's Companies (LOW) | 0.0 | $230k | 850.00 | 270.85 |
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| General Dynamics Corporation (GD) | 0.0 | $230k | +7% | 760.00 | 302.20 |
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| At&t (T) | 0.0 | $224k | -25% | 10k | 22.00 |
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| McDonald's Corporation (MCD) | 0.0 | $222k | 727.00 | 304.61 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $218k | -8% | 371.00 | 586.52 |
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| Ge Vernova (GEV) | 0.0 | $217k | -9% | 852.00 | 254.98 |
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| Verizon Communications (VZ) | 0.0 | $217k | +5% | 4.8k | 44.91 |
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| General Mills (GIS) | 0.0 | $214k | -14% | 2.9k | 73.85 |
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| Honeywell International (HON) | 0.0 | $211k | 1.0k | 206.71 |
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| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.0 | $208k | 2.0k | 104.17 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $207k | -4% | 1.2k | 174.50 |
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| Booking Holdings (BKNG) | 0.0 | $206k | 49.00 | 4212.12 |
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| Genuine Parts Company (GPC) | 0.0 | $203k | -7% | 1.5k | 139.68 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $201k | 3.2k | 63.00 |
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| Eaton Corp SHS (ETN) | 0.0 | $197k | 594.00 | 331.44 |
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| Discover Financial Services (DFS) | 0.0 | $196k | +12% | 1.4k | 140.29 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $195k | 738.00 | 263.83 |
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| Bank Ozk (OZK) | 0.0 | $194k | 4.5k | 42.99 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $193k | -14% | 232.00 | 833.25 |
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| Valero Energy Corporation (VLO) | 0.0 | $189k | -22% | 1.4k | 135.03 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $189k | 3.7k | 50.50 |
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| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.0 | $189k | -3% | 4.8k | 39.51 |
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| Timothy Plan Intl Etf (TPIF) | 0.0 | $189k | -3% | 6.5k | 28.87 |
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| United Parcel Service CL B (UPS) | 0.0 | $188k | +6% | 1.4k | 136.30 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $187k | 2.9k | 64.81 |
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| Nike CL B (NKE) | 0.0 | $183k | 2.1k | 88.40 |
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| Hubspot (HUBS) | 0.0 | $182k | 343.00 | 531.60 |
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| First Horizon National Corporation (FHN) | 0.0 | $181k | 12k | 15.53 |
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| Intel Corporation (INTC) | 0.0 | $181k | -7% | 7.7k | 23.46 |
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| Oracle Corporation (ORCL) | 0.0 | $181k | 1.1k | 170.40 |
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| Carrier Global Corporation (CARR) | 0.0 | $180k | 2.2k | 80.49 |
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| Emerson Electric (EMR) | 0.0 | $179k | -20% | 1.6k | 109.39 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $179k | 1.7k | 107.66 |
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| Pfizer (PFE) | 0.0 | $178k | -2% | 6.2k | 28.94 |
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| DNP Select Income Fund (DNP) | 0.0 | $178k | -38% | 18k | 10.04 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $175k | 632.00 | 276.76 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $174k | +5% | 4.7k | 37.20 |
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| Iron Mountain (IRM) | 0.0 | $174k | +15% | 1.5k | 118.83 |
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| D.R. Horton (DHI) | 0.0 | $172k | -10% | 900.00 | 190.77 |
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| Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) | 0.0 | $171k | -5% | 3.3k | 52.59 |
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| Dominion Resources (D) | 0.0 | $167k | +7% | 2.9k | 57.78 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $166k | 117.00 | 1422.48 |
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| Olin Corp Com Par $1 (OLN) | 0.0 | $166k | +6% | 3.5k | 47.98 |
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| Mohawk Industries (MHK) | 0.0 | $165k | 1.0k | 160.68 |
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| Walt Disney Company (DIS) | 0.0 | $165k | -6% | 1.7k | 96.21 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $165k | -17% | 3.3k | 50.14 |
|
| Palo Alto Networks (PANW) | 0.0 | $164k | +2% | 479.00 | 341.80 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $162k | -23% | 4.6k | 35.04 |
|
| Broadcom (AVGO) | 0.0 | $160k | +1450% | 930.00 | 172.50 |
|
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.0 | $159k | 1.2k | 131.44 |
|
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $159k | 2.0k | 79.23 |
|
|
| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.0 | $157k | -8% | 3.6k | 43.99 |
|
| Consolidated Edison (ED) | 0.0 | $156k | -18% | 1.5k | 104.13 |
|
| Extra Space Storage (EXR) | 0.0 | $155k | +11% | 861.00 | 180.19 |
|
| Encompass Health Corp (EHC) | 0.0 | $155k | -5% | 1.6k | 96.64 |
|
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $155k | 5.3k | 29.08 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $149k | 3.2k | 47.13 |
|
|
| Boeing Company (BA) | 0.0 | $148k | -3% | 976.00 | 152.04 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) | 0.0 | $148k | 2.1k | 68.99 |
|
|
| Rambus (RMBS) | 0.0 | $148k | 3.5k | 42.22 |
|
|
| Smartfinancial Com New (SMBK) | 0.0 | $147k | -10% | 5.1k | 29.14 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $144k | 1.4k | 106.12 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $143k | +20% | 1.6k | 90.40 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $142k | 3.6k | 39.27 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $140k | 2.9k | 47.85 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $138k | -13% | 1.8k | 76.64 |
|
| Sterling Construction Company (STRL) | 0.0 | $137k | +79% | 946.00 | 145.02 |
|
| Synopsys (SNPS) | 0.0 | $134k | +6% | 265.00 | 506.39 |
|
| American Tower Reit (AMT) | 0.0 | $132k | +3% | 568.00 | 232.52 |
|
| Curtiss-Wright (CW) | 0.0 | $132k | 400.00 | 328.69 |
|
|
| Arista Networks (ANET) | 0.0 | $131k | -41% | 340.00 | 383.82 |
|
| Evergy (EVRG) | 0.0 | $129k | 2.1k | 62.01 |
|
|
| FedEx Corporation (FDX) | 0.0 | $127k | +4% | 464.00 | 273.79 |
|
| Timothy Plan U S Sm Cp Core (TPSC) | 0.0 | $125k | -17% | 3.2k | 38.92 |
|
| Unilever Spon Adr New (UL) | 0.0 | $125k | 1.9k | 64.96 |
|
|
| S&p Global (SPGI) | 0.0 | $123k | +3% | 238.00 | 517.49 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $122k | -22% | 2.4k | 51.74 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $121k | 546.00 | 221.06 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $120k | +68% | 531.00 | 225.76 |
|
| Spdr Ser Tr S&p Kensho New (KOMP) | 0.0 | $119k | 2.4k | 49.33 |
|
|
| Invesco Actively Managed Exc S&p500 Downsid (PHDG) | 0.0 | $117k | 3.1k | 38.21 |
|
|
| Clorox Company (CLX) | 0.0 | $116k | 710.00 | 162.91 |
|
|
| Stantec (STN) | 0.0 | $114k | 1.4k | 80.41 |
|
|
| Garmin SHS (GRMN) | 0.0 | $113k | 640.00 | 176.07 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $111k | 948.00 | 116.96 |
|
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $106k | 285.00 | 370.32 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $104k | 1.0k | 103.26 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $103k | -6% | 2.8k | 36.58 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $102k | 410.00 | 248.60 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $101k | 1.3k | 80.14 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $101k | -15% | 1.6k | 62.87 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $98k | -9% | 1.0k | 93.85 |
|
| NetApp (NTAP) | 0.0 | $97k | 785.00 | 123.51 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $97k | +44% | 274.00 | 353.48 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $97k | 191.00 | 505.23 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $96k | 820.00 | 117.62 |
|
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.0 | $95k | 1.7k | 57.12 |
|
Past Filings by HHM Wealth Advisors
SEC 13F filings are viewable for HHM Wealth Advisors going back to 2018
- 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
- 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