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, SPTS, and represent 54.46% of HHM Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVUV (+$9.3M), SCHD, SCHG, VUG, SCHB, SPMD, FNDF, FNDE, IWF, VNQ.
- Started 82 new stock positions in CSL, MMIT, ASST, DJUL, WES, CALM, SPCX, WDC, ZETA, JEPI.
- Reduced shares in these 10 stocks: CALF (-$6.6M), MU, USMV, TFI, SCHM, SGOV, INTC, SPTS, Honeywell International, UNH.
- Sold out of its positions in ADT, AVAV, AGL, ABNB, Air Lease Corp, AAL, ARES, CPB, Carnival Corporation, CAVA.
- HHM Wealth Advisors was a net buyer of stock by $35M.
- HHM Wealth Advisors has $996M in assets under management (AUM), dropping by 14.63%.
- Central Index Key (CIK): 0001750086
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Portfolio Holdings for HHM Wealth Advisors
HHM Wealth Advisors holds 896 positions in its portfolio as reported in the June 2026 quarterly 13F filing
HHM Wealth Advisors has 896 total positions. Only the first 250 positions are shown.
- Sign up to view all of the HHM Wealth Advisors June 30, 2026 positions
- Download the HHM Wealth Advisors June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 16.9 | $169M | +3% | 5.3M | 31.71 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 15.3 | $152M | +2% | 5.3M | 28.96 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 12.7 | $126M | +3% | 3.7M | 33.84 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 5.8 | $58M | +5% | 856k | 67.56 |
|
| Spdr Series Trust St Sho Treas Etf (SPTS) | 3.8 | $38M | 1.3M | 29.01 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.1 | $31M | +4% | 1.1M | 27.70 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 3.1 | $31M | +4% | 318k | 96.43 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.8 | $28M | +49% | 225k | 124.76 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 2.0 | $20M | +11% | 382k | 52.76 |
|
| Apple (AAPL) | 2.0 | $20M | 69k | 289.36 |
|
|
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 1.9 | $19M | +11% | 481k | 39.68 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.8 | $18M | 76k | 236.62 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.8 | $17M | -2% | 473k | 36.87 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.7 | $17M | +3% | 480k | 36.13 |
|
| Pacer Fds Tr Us Sm Cap Ca Etf (CALF) | 1.3 | $13M | -34% | 250k | 50.61 |
|
| Microsoft Corporation (MSFT) | 1.0 | $10M | +7% | 27k | 373.02 |
|
| Amazon (AMZN) | 0.8 | $8.2M | +9% | 34k | 238.34 |
|
| Caterpillar (CAT) | 0.5 | $5.4M | 5.1k | 1064.94 |
|
|
| NVIDIA Corporation (NVDA) | 0.5 | $5.3M | +6% | 26k | 200.09 |
|
| Unum (UNM) | 0.5 | $5.2M | 59k | 89.40 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.5M | 13k | 357.37 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $4.1M | +496% | 48k | 86.14 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $3.7M | +4% | 5.0k | 748.84 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.6M | +7% | 10k | 353.32 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.4 | $3.6M | 93k | 38.06 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $3.5M | 11k | 327.33 |
|
|
| Norfolk Southern (NSC) | 0.3 | $3.2M | 10k | 314.60 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.3 | $3.0M | -23% | 31k | 96.46 |
|
| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.3 | $2.9M | -5% | 21k | 140.23 |
|
| Spdr Series Trust St Str Nuvee Etf (TFI) | 0.3 | $2.9M | -16% | 63k | 45.80 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $2.8M | 44k | 64.50 |
|
|
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.3 | $2.7M | 89k | 30.46 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.6M | +4% | 2.2k | 1199.28 |
|
| Cohen & Steers Etf Trust Real Est Act Etf (CSRE) | 0.3 | $2.6M | +58% | 91k | 28.38 |
|
| Tesla Motors (TSLA) | 0.2 | $2.5M | 5.9k | 420.60 |
|
|
| Visa Com Cl A (V) | 0.2 | $2.5M | +18% | 7.2k | 343.07 |
|
| Abbvie (ABBV) | 0.2 | $2.4M | 9.4k | 251.64 |
|
|
| Home Depot (HD) | 0.2 | $2.4M | 6.7k | 352.68 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $2.4M | 23k | 103.96 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.3M | 3.2k | 736.44 |
|
|
| Spdr Index Shs Fds St Str Acwi Etf (CWI) | 0.2 | $2.3M | -5% | 57k | 40.67 |
|
| Servisfirst Bancshares (SFBS) | 0.2 | $2.2M | -6% | 26k | 86.75 |
|
| Cisco Systems (CSCO) | 0.2 | $2.1M | 18k | 117.46 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.1M | +299% | 17k | 124.17 |
|
| Meta Platforms Cl A (META) | 0.2 | $2.1M | +86% | 3.8k | 563.30 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $2.0M | 23k | 90.10 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $2.0M | 17k | 113.26 |
|
|
| Southern Company (SO) | 0.2 | $1.9M | -2% | 20k | 95.71 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.9M | 2.8k | 686.82 |
|
|
| Micron Technology (MU) | 0.2 | $1.8M | -44% | 1.6k | 1154.30 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.8M | -2% | 4.9k | 370.04 |
|
| Hca Holdings (HCA) | 0.2 | $1.7M | 4.5k | 389.92 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $1.7M | 11k | 146.63 |
|
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $1.7M | -3% | 70k | 23.68 |
|
| Regions Financial Corporation (RF) | 0.2 | $1.6M | -8% | 54k | 30.20 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.6M | 12k | 136.72 |
|
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| Waste Management (WM) | 0.2 | $1.5M | 6.8k | 222.88 |
|
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.5M | +2% | 65k | 23.13 |
|
| Sterling Construction Company (STRL) | 0.1 | $1.5M | 1.7k | 839.36 |
|
|
| Strategy Cl A New (MSTR) | 0.1 | $1.4M | -8% | 17k | 86.93 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.4M | 6.4k | 212.77 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $1.4M | 3.6k | 373.73 |
|
|
| Miller Inds Inc Tenn Com New (MLR) | 0.1 | $1.3M | +55% | 26k | 51.15 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.3M | +4% | 5.2k | 253.99 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.3M | 45k | 29.43 |
|
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $1.3M | -18% | 13k | 100.67 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.3M | 26k | 50.58 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.3M | -3% | 1.9k | 655.89 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $1.2M | +18% | 7.4k | 168.42 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.2M | +3% | 2.1k | 580.91 |
|
| UnitedHealth (UNH) | 0.1 | $1.2M | -16% | 2.8k | 415.61 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.2M | -2% | 15k | 77.11 |
|
| Spdr Index Shs Fds St Dow Globa Etf (RWO) | 0.1 | $1.1M | -3% | 23k | 49.71 |
|
| Broadcom (AVGO) | 0.1 | $1.1M | +15% | 2.9k | 377.76 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.1M | 31k | 34.81 |
|
|
| Ge Vernova (GEV) | 0.1 | $1.1M | -2% | 907.00 | 1174.86 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.0M | -3% | 22k | 48.25 |
|
| Dxp Enterprises Com New (DXPE) | 0.1 | $1.0M | -10% | 6.0k | 168.74 |
|
| Bank of America Corporation (BAC) | 0.1 | $988k | 17k | 56.98 |
|
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| Coca-Cola Company (KO) | 0.1 | $948k | -2% | 12k | 81.27 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $936k | 1.3k | 746.69 |
|
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.1 | $932k | +27% | 19k | 48.92 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $924k | 6.1k | 152.18 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $916k | 1.2k | 763.14 |
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| Cummins (CMI) | 0.1 | $912k | 1.3k | 713.21 |
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| Netflix (NFLX) | 0.1 | $895k | 13k | 71.40 |
|
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| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $892k | 7.6k | 117.02 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $890k | 2.5k | 354.57 |
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| Intel Corporation (INTC) | 0.1 | $878k | -24% | 6.3k | 139.64 |
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| Uber Technologies (UBER) | 0.1 | $851k | 12k | 72.16 |
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| Nextera Energy (NEE) | 0.1 | $829k | 9.4k | 87.77 |
|
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $828k | -2% | 23k | 36.26 |
|
| Altria (MO) | 0.1 | $811k | 11k | 71.95 |
|
|
| Fortinet (FTNT) | 0.1 | $805k | 5.2k | 153.62 |
|
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| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $794k | +3% | 24k | 33.19 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $772k | NEW | 800.00 | 965.00 |
|
| Philip Morris International (PM) | 0.1 | $757k | 4.2k | 180.90 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $756k | -10% | 9.6k | 79.03 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | 1.00 | 748850.00 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $716k | 4.5k | 158.03 |
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| Allstate Corporation (ALL) | 0.1 | $715k | -7% | 3.0k | 237.94 |
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| Ishares Tr Global 100 Etf (IOO) | 0.1 | $698k | 5.1k | 136.60 |
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| Merck & Co (MRK) | 0.1 | $694k | 5.4k | 128.50 |
|
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $688k | 3.6k | 190.52 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $678k | +3% | 3.6k | 189.73 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $655k | 5.2k | 126.58 |
|
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| Oracle Corporation (ORCL) | 0.1 | $640k | +3% | 4.4k | 146.55 |
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| Pinnacle Finl Partners (PNFP) | 0.1 | $620k | 6.1k | 100.88 |
|
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $613k | NEW | 3.6k | 170.86 |
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| Mid-America Apartment (MAA) | 0.1 | $609k | -9% | 4.4k | 138.94 |
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| Union Pacific Corporation (UNP) | 0.1 | $606k | +3% | 2.2k | 272.05 |
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| Delta Air Lines Com New (DAL) | 0.1 | $600k | -4% | 6.4k | 93.66 |
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| Chevron Corporation (CVX) | 0.1 | $591k | +4% | 3.6k | 165.76 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $589k | +16% | 5.0k | 116.67 |
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| Oneok (OKE) | 0.1 | $578k | 6.6k | 86.94 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $572k | 1.6k | 368.38 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $567k | -5% | 8.0k | 71.25 |
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| Realty Income (O) | 0.1 | $556k | 9.0k | 61.96 |
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| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.1 | $549k | 7.6k | 72.31 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $546k | 2.1k | 255.65 |
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| First Horizon National Corporation (FHN) | 0.1 | $545k | 21k | 25.64 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $538k | +143% | 3.3k | 164.27 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $532k | +4% | 1.8k | 298.02 |
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| Wells Fargo & Company (WFC) | 0.1 | $529k | 6.4k | 82.65 |
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| Abbott Laboratories (ABT) | 0.1 | $528k | 5.8k | 90.75 |
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| Walt Disney Company (DIS) | 0.1 | $521k | 5.4k | 96.26 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $518k | 5.2k | 99.54 |
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| Corning Incorporated (GLW) | 0.1 | $508k | -8% | 2.0k | 255.49 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $495k | 4.2k | 117.67 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $491k | 1.6k | 303.12 |
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| Amgen (AMGN) | 0.0 | $490k | +5% | 1.4k | 362.12 |
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| Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ) | 0.0 | $482k | 7.1k | 68.16 |
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| Enterprise Products Partners (EPD) | 0.0 | $476k | 13k | 36.76 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $470k | +6% | 236.00 | 1989.44 |
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| American Express Company (AXP) | 0.0 | $463k | 1.4k | 338.25 |
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| Qualcomm (QCOM) | 0.0 | $462k | +30% | 2.5k | 184.79 |
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| Royal Gold (RGLD) | 0.0 | $459k | 2.3k | 199.62 |
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| Tower Semiconductor Shs New (TSEM) | 0.0 | $443k | 1.7k | 260.64 |
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| Rambus (RMBS) | 0.0 | $443k | 3.3k | 132.74 |
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| Lowe's Companies (LOW) | 0.0 | $440k | 2.0k | 220.51 |
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| Deere & Company (DE) | 0.0 | $437k | +14% | 689.00 | 634.55 |
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| Capital One Financial (COF) | 0.0 | $428k | 2.1k | 200.62 |
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| Pepsi (PEP) | 0.0 | $411k | 3.0k | 135.41 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $408k | 1.4k | 299.01 |
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| Snap-on Incorporated (SNA) | 0.0 | $408k | 1.0k | 402.40 |
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| Truist Financial Corp equities (TFC) | 0.0 | $403k | 8.1k | 49.82 |
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| Costco Wholesale Corporation (COST) | 0.0 | $396k | +6% | 423.00 | 936.45 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $395k | 769.00 | 513.46 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $381k | 5.0k | 75.51 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $379k | -2% | 4.1k | 92.27 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $378k | 723.00 | 522.39 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $372k | 1.5k | 252.23 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $351k | +287% | 4.2k | 82.84 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $348k | 7.2k | 48.56 |
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| Eaton Corp SHS (ETN) | 0.0 | $347k | -5% | 814.00 | 426.12 |
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| New York Life Invts Active E Mackay Mun Inter (MMIT) | 0.0 | $346k | NEW | 14k | 24.35 |
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| Smartfinancial Com New (SMBK) | 0.0 | $344k | +44% | 7.3k | 46.92 |
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| Valero Energy Corporation (VLO) | 0.0 | $340k | 1.3k | 260.44 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $331k | +151% | 693.00 | 477.57 |
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| Kkr & Co (KKR) | 0.0 | $330k | 3.6k | 91.78 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $324k | 5.1k | 63.85 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $324k | +402% | 4.0k | 80.57 |
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| Goldman Sachs (GS) | 0.0 | $324k | +9% | 320.00 | 1011.37 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $322k | -13% | 3.1k | 103.88 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $320k | 1.3k | 242.99 |
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| Danaher Corporation (DHR) | 0.0 | $316k | -4% | 1.7k | 190.48 |
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| Phillips 66 (PSX) | 0.0 | $316k | +2% | 1.9k | 169.05 |
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| Curtiss-Wright (CW) | 0.0 | $311k | 410.00 | 757.76 |
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| Palo Alto Networks (PANW) | 0.0 | $308k | +21% | 904.00 | 341.02 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $304k | 606.00 | 501.36 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $297k | -4% | 3.1k | 95.62 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $285k | -17% | 559.00 | 509.46 |
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| Marvell Technology (MRVL) | 0.0 | $284k | +371% | 952.00 | 297.89 |
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| Emerson Electric (EMR) | 0.0 | $283k | +10% | 2.0k | 143.14 |
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| General Dynamics Corporation (GD) | 0.0 | $282k | 797.00 | 354.24 |
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| First Tr Exchange-traded A Com Shs (FEX) | 0.0 | $280k | 2.0k | 139.87 |
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| Arista Networks Com Shs (ANET) | 0.0 | $278k | +17% | 1.6k | 169.88 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $270k | 1.2k | 217.93 |
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| American Tower Reit (AMT) | 0.0 | $268k | 1.6k | 163.57 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $268k | +484% | 2.2k | 119.52 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.0 | $267k | 6.1k | 44.03 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $267k | 6.4k | 41.43 |
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| International Business Machines (IBM) | 0.0 | $261k | +4% | 928.00 | 281.21 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $259k | 2.4k | 107.50 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $256k | 3.1k | 83.75 |
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| Morgan Stanley Com New (MS) | 0.0 | $245k | +9% | 1.2k | 208.98 |
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| At&t (T) | 0.0 | $240k | 12k | 20.70 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $240k | +166% | 1.7k | 141.89 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $239k | 1.1k | 216.68 |
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| Dover Corporation (DOV) | 0.0 | $239k | -2% | 1.1k | 224.28 |
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| Bank Ozk (OZK) | 0.0 | $235k | 4.5k | 52.09 |
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| First Tr Exchange-traded A Com Shs (FTC) | 0.0 | $235k | 1.2k | 193.77 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $231k | 810.00 | 285.58 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $227k | 1.4k | 156.72 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $227k | 1.7k | 136.68 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $227k | 4.7k | 48.12 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $227k | 1.9k | 118.99 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $226k | +169% | 2.5k | 89.01 |
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| Cbiz (CBZ) | 0.0 | $225k | +75% | 7.0k | 32.08 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $224k | -10% | 3.7k | 59.69 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $223k | 1.2k | 185.12 |
|
|
| Booking Holdings (BKNG) | 0.0 | $223k | +2400% | 1.3k | 178.24 |
|
| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.0 | $222k | 8.9k | 25.07 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $215k | 2.8k | 75.79 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $214k | +332% | 497.00 | 431.46 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $212k | +208% | 2.2k | 96.58 |
|
| Verizon Communications (VZ) | 0.0 | $209k | +4% | 4.9k | 42.34 |
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $207k | 2.0k | 103.65 |
|
|
| Target Corporation (TGT) | 0.0 | $207k | 1.6k | 130.62 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $204k | 557.00 | 365.87 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $200k | -8% | 6.3k | 31.61 |
|
| Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) | 0.0 | $199k | 3.1k | 63.37 |
|
|
| Applied Materials (AMAT) | 0.0 | $199k | 275.00 | 723.00 |
|
|
| Clorox Company (CLX) | 0.0 | $198k | +5% | 2.1k | 95.44 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $196k | -4% | 3.7k | 53.61 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $191k | 3.8k | 50.57 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $191k | +279% | 1.8k | 107.62 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $190k | +9% | 5.7k | 33.29 |
|
| McDonald's Corporation (MCD) | 0.0 | $189k | +6% | 698.00 | 270.41 |
|
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.0 | $183k | 550.00 | 333.33 |
|
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $182k | 2.1k | 87.88 |
|
|
| Evergy (EVRG) | 0.0 | $179k | 2.1k | 86.43 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $178k | -4% | 591.00 | 300.48 |
|
| Kla Corp Com New (KLAC) | 0.0 | $175k | +883% | 580.00 | 301.71 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $173k | +5% | 760.00 | 226.97 |
|
| Garmin SHS (GRMN) | 0.0 | $172k | +3% | 725.00 | 237.62 |
|
| Dominion Resources (D) | 0.0 | $171k | 2.5k | 68.29 |
|
|
| TJX Companies (TJX) | 0.0 | $170k | +3% | 1.1k | 151.50 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $169k | 1.1k | 148.25 |
|
|
| Rockwell Automation (ROK) | 0.0 | $168k | 340.00 | 495.08 |
|
|
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.0 | $167k | 6.3k | 26.58 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $162k | +1351% | 1.6k | 100.28 |
|
| FedEx Corporation (FDX) | 0.0 | $159k | 508.00 | 313.03 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $157k | 2.0k | 76.70 |
|
|
| Iron Mountain (IRM) | 0.0 | $156k | 1.2k | 126.31 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $156k | 1.6k | 98.97 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $155k | 117.00 | 1327.69 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $152k | 2.1k | 73.35 |
|
|
| Medtronic SHS (MDT) | 0.0 | $151k | -3% | 1.9k | 78.23 |
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $148k | 1.4k | 109.35 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $147k | +71% | 1.2k | 127.81 |
|
| Pfizer (PFE) | 0.0 | $147k | 6.1k | 24.08 |
|
|
| D.R. Horton (DHI) | 0.0 | $147k | 900.00 | 162.88 |
|
|
| NetApp (NTAP) | 0.0 | $146k | 945.00 | 154.76 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $145k | 1.2k | 117.98 |
|
|
| Quanta Services (PWR) | 0.0 | $143k | 198.00 | 720.04 |
|
|
| Strive Cl A Com (ASST) | 0.0 | $142k | NEW | 13k | 10.91 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $142k | 1.5k | 95.44 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $141k | +20% | 525.00 | 268.86 |
|
| Main Street Capital Corporation (MAIN) | 0.0 | $141k | -2% | 2.7k | 51.88 |
|
Past Filings by HHM Wealth Advisors
SEC 13F filings are viewable for HHM Wealth Advisors going back to 2018
- HHM Wealth Advisors 2026 Q2 filed July 13, 2026
- HHM Wealth Advisors 2026 Q1 filed April 17, 2026
- 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