HHM Wealth Advisors

Latest statistics and disclosures from HHM Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for HHM Wealth Advisors

HHM Wealth Advisors holds 784 positions in its portfolio as reported in the September 2023 quarterly 13F filing

HHM Wealth Advisors has 784 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 20.0 $102M +4% 1.4M 70.76
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 14.9 $76M 1.5M 49.85
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 13.7 $70M -12% 968k 72.72
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.6 $39M +4% 574k 67.68
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Pacer Fds Tr Pacer Us Small (CALF) 3.9 $20M +8% 485k 41.70
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $19M +4% 564k 33.96
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Vanguard Index Fds Real Estate Etf (VNQ) 3.3 $17M +14% 225k 75.66
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 2.3 $12M 448k 26.22
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.0 $10M -4% 250k 41.42
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Vanguard Specialized Funds Div App Etf (VIG) 1.8 $9.0M 58k 155.38
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Apple (AAPL) 1.6 $8.2M 48k 171.21
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 1.3 $6.8M +5% 215k 31.67
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Microsoft Corporation (MSFT) 1.1 $5.5M 17k 315.75
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Amazon (AMZN) 1.0 $5.2M 41k 127.12
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.8 $4.2M 88k 48.49
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Ishares Tr Msci Usa Min Vol (USMV) 0.8 $4.2M -6% 58k 72.38
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J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.5 $2.8M -4% 30k 93.93
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.5 $2.7M -5% 61k 43.70
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Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.5 $2.4M 44k 55.09
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.5 $2.4M 95k 24.89
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Vanguard Index Fds Growth Etf (VUG) 0.4 $2.2M 8.0k 272.31
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.4 $2.1M -14% 46k 46.38
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.4 $1.9M -2% 51k 38.20
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.4 $1.9M 25k 75.84
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Norfolk Southern (NSC) 0.4 $1.9M 9.6k 196.93
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Home Depot (HD) 0.3 $1.7M -2% 5.7k 302.16
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.6M -3% 22k 75.15
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $1.6M -2% 90k 17.75
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Eli Lilly & Co. (LLY) 0.3 $1.6M 2.9k 537.13
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.3 $1.4M 29k 50.04
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Hca Holdings (HCA) 0.3 $1.4M 5.5k 245.96
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.3 $1.3M 38k 34.07
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.3M -19% 3.0k 429.48
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Alphabet Cap Stk Cl C (GOOG) 0.2 $1.2M 9.3k 131.85
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $1.1M +908% 40k 28.15
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Southern Company (SO) 0.2 $1.1M -5% 17k 64.72
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.1M 2.8k 392.67
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Cisco Systems (CSCO) 0.2 $1.1M -2% 20k 53.76
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Procter & Gamble Company (PG) 0.2 $1.1M +2% 7.3k 145.85
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.1M 8.1k 130.86
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.1M 7.4k 141.69
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.0M -4% 2.8k 358.29
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $1.0M +39% 23k 44.23
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $998k 4.7k 212.41
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Caterpillar (CAT) 0.2 $970k +7% 3.6k 272.99
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $969k +67% 9.6k 100.67
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Uber Technologies (UBER) 0.2 $964k +61% 21k 45.99
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JPMorgan Chase & Co. (JPM) 0.2 $908k -3% 6.3k 145.02
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Pinnacle Financial Partners (PNFP) 0.2 $865k 13k 67.04
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J P Morgan Exchange Traded F Betabuilders Dev (BBAX) 0.2 $855k -6% 19k 45.03
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $851k +24% 18k 48.10
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Toyota Motor Corp Ads (TM) 0.2 $839k +5% 4.7k 179.75
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Merck & Co (MRK) 0.2 $822k -3% 8.0k 102.95
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J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.2 $816k -2% 16k 50.55
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $810k +56% 8.6k 94.04
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Tesla Motors (TSLA) 0.2 $790k 3.2k 250.22
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Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.2 $772k 31k 24.94
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $749k 15k 50.60
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $747k 6.5k 115.01
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Mid-America Apartment (MAA) 0.1 $669k 5.2k 128.65
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $648k 6.3k 103.32
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NVIDIA Corporation (NVDA) 0.1 $632k 1.5k 434.99
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $620k 26k 23.94
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Abbvie (ABBV) 0.1 $579k +5% 3.9k 149.06
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Exxon Mobil Corporation (XOM) 0.1 $553k +6% 4.7k 117.58
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Johnson & Johnson (JNJ) 0.1 $543k -4% 3.5k 155.75
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UnitedHealth (UNH) 0.1 $541k 1.1k 504.19
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $531k 7.8k 68.42
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $523k 8.1k 64.46
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $520k 2.1k 249.35
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Regions Financial Corporation (RF) 0.1 $517k -28% 30k 17.20
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The Trade Desk Com Cl A (TTD) 0.1 $477k 6.1k 78.15
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $477k -26% 6.6k 72.31
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Union Pacific Corporation (UNP) 0.1 $464k -3% 2.3k 203.67
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Ishares Tr Morningstar Grwt (ILCG) 0.1 $455k 7.6k 59.65
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Bank of America Corporation (BAC) 0.1 $440k 16k 27.38
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General Electric Com New (GE) 0.1 $426k -3% 3.9k 110.55
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Danaher Corporation (DHR) 0.1 $424k 1.7k 248.10
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $413k 2.2k 189.07
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Ishares Tr Broad Usd High (USHY) 0.1 $385k 11k 34.71
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $371k -40% 6.3k 59.28
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Pepsi (PEP) 0.1 $363k +4% 2.1k 169.44
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Amgen (AMGN) 0.1 $355k 1.3k 268.76
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Meta Platforms Cl A (META) 0.1 $354k +33% 1.2k 300.21
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Wal-Mart Stores (WMT) 0.1 $350k +28% 2.2k 159.94
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Abbott Laboratories (ABT) 0.1 $349k +5% 3.6k 96.85
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $348k -13% 815.00 427.23
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.1 $337k 12k 28.90
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $336k 1.6k 208.24
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Visa Com Cl A (V) 0.1 $335k 1.5k 230.01
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $330k 7.8k 42.20
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Deere & Company (DE) 0.1 $326k 865.00 377.25
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Vanguard World Fds Health Car Etf (VHT) 0.1 $321k 1.4k 235.10
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.1 $313k 9.7k 32.14
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CSX Corporation (CSX) 0.1 $308k 10k 30.75
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $305k 1.9k 159.49
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Altria (MO) 0.1 $303k 7.2k 42.05
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Fortinet (FTNT) 0.1 $300k +2% 5.1k 58.68
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Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $296k 8.7k 33.90
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $295k 6.7k 43.72
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Timothy Plan Hig Dv Stk Etf (TPHD) 0.1 $294k +8% 9.6k 30.61
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Coca-Cola Company (KO) 0.1 $294k -4% 5.2k 55.98
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $282k +29% 3.3k 86.74
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Mastercard Incorporated Cl A (MA) 0.1 $272k 688.00 395.91
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Tractor Supply Company (TSCO) 0.1 $272k 1.3k 203.01
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Delta Air Lines Inc Del Com New (DAL) 0.0 $254k 6.9k 37.00
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $250k 1.9k 131.79
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Costco Wholesale Corporation (COST) 0.0 $248k 439.00 564.96
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Boeing Company (BA) 0.0 $247k +6% 1.3k 191.68
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Texas Instruments Incorporated (TXN) 0.0 $244k -41% 1.5k 159.01
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Netflix (NFLX) 0.0 $239k -13% 634.00 377.60
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Old Dominion Freight Line (ODFL) 0.0 $238k 580.00 409.42
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $235k -15% 2.2k 104.92
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Spdr Gold Tr Gold Shs (GLD) 0.0 $232k 1.4k 171.45
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Wells Fargo & Company (WFC) 0.0 $231k 5.6k 40.86
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $231k +289% 4.6k 50.18
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Cincinnati Financial Corporation (CINF) 0.0 $224k 2.2k 102.29
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $224k 6.9k 32.25
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Global X Fds S&p 500 Catholic (CATH) 0.0 $222k -8% 4.2k 52.30
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Pfizer (PFE) 0.0 $221k +7% 6.7k 33.17
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Ishares Gold Tr Ishares New (IAU) 0.0 $221k 6.3k 34.99
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Lockheed Martin Corporation (LMT) 0.0 $220k 538.00 408.96
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $218k +253% 2.8k 78.14
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Duke Energy Corp Com New (DUK) 0.0 $212k +9% 2.4k 88.26
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Nike CL B (NKE) 0.0 $211k 2.2k 95.62
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Lyft Cl A Com (LYFT) 0.0 $211k +300% 20k 10.54
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Unum (UNM) 0.0 $202k 4.1k 49.19
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Intel Corporation (INTC) 0.0 $198k -2% 5.6k 35.55
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $197k 2.9k 68.92
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American Express Company (AXP) 0.0 $196k 1.3k 149.19
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Rambus (RMBS) 0.0 $195k -36% 3.5k 55.79
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Spdr Ser Tr S&p Kensho New (KOMP) 0.0 $193k -17% 4.9k 39.61
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Truist Financial Corp equities (TFC) 0.0 $193k +21% 6.7k 28.61
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Ford Motor Company (F) 0.0 $189k 15k 12.42
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Vanguard World Fds Energy Etf (VDE) 0.0 $184k +229% 1.5k 126.74
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Micron Technology (MU) 0.0 $184k 2.7k 68.03
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Medtronic SHS (MDT) 0.0 $180k 2.3k 78.36
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Miller Inds Inc Tenn Com New (MLR) 0.0 $179k 4.6k 39.21
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Phillips 66 (PSX) 0.0 $175k 1.5k 120.15
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Allstate Corporation (ALL) 0.0 $173k 1.6k 111.41
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United Parcel Service CL B (UPS) 0.0 $170k 1.1k 155.81
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Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.0 $169k +900% 6.2k 27.40
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Bank Ozk (OZK) 0.0 $168k 4.5k 37.07
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Ares Capital Corporation (ARCC) 0.0 $165k 8.5k 19.48
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First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $162k 2.0k 81.10
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $162k -10% 390.00 414.90
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Charles Schwab Corporation (SCHW) 0.0 $161k 2.9k 54.90
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $161k 961.00 167.38
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Ishares Tr Core Div Grwth (DGRO) 0.0 $160k -71% 3.2k 49.53
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At&t (T) 0.0 $159k +7% 11k 15.02
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Invesco Actively Managed Etf S&p500 Downsid (PHDG) 0.0 $158k 5.1k 31.16
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $157k 2.5k 61.89
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Honeywell International (HON) 0.0 $154k +10% 834.00 184.74
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Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) 0.0 $151k -73% 3.6k 41.35
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American Tower Reit (AMT) 0.0 $151k +58% 915.00 164.45
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Enterprise Products Partners (EPD) 0.0 $149k 5.5k 27.37
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McDonald's Corporation (MCD) 0.0 $149k 565.00 263.44
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $148k -55% 1.7k 89.22
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Brp Group Com Cl A (BRP) 0.0 $146k 6.3k 23.23
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Arm Holdings Sponsored Adr (ARM) 0.0 $146k NEW 2.7k 53.52
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Walt Disney Company (DIS) 0.0 $144k -2% 1.8k 81.05
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Blackstone Group Inc Com Cl A (BX) 0.0 $140k 1.3k 107.14
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Bristol Myers Squibb (BMY) 0.0 $139k +9% 2.4k 58.04
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Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $137k +4705% 4.1k 33.60
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Starwood Property Trust (STWD) 0.0 $136k 7.0k 19.35
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Chevron Corporation (CVX) 0.0 $135k 802.00 168.62
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United Cmnty Bks Ga Cap Stk (UCBI) 0.0 $135k 5.3k 25.41
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Novartis Sponsored Adr (NVS) 0.0 $132k 1.3k 101.86
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Hubspot (HUBS) 0.0 $130k 263.00 492.50
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Verizon Communications (VZ) 0.0 $129k -8% 4.0k 32.41
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Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.0 $129k 4.0k 31.85
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First Horizon National Corporation (FHN) 0.0 $129k 12k 11.02
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Timothy Plan Us Lrgmd Cp Core (TPLC) 0.0 $128k +17% 3.7k 34.47
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First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $128k 1.3k 97.16
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Ishares Tr S&p 100 Etf (OEF) 0.0 $127k 632.00 200.64
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Eaton Corp SHS (ETN) 0.0 $127k 594.00 213.28
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International Business Machines (IBM) 0.0 $126k 896.00 140.30
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Booking Holdings (BKNG) 0.0 $123k 40.00 3083.95
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Phillips Edison & Co Common Stock (PECO) 0.0 $123k 3.7k 33.54
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FedEx Corporation (FDX) 0.0 $122k -10% 462.00 264.92
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $121k -26% 1.3k 94.33
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Timothy Plan Intl Etf (TPIF) 0.0 $120k 5.0k 23.97
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Timothy Plan U S Sm Cp Core (TPSC) 0.0 $120k 3.9k 30.98
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CVS Caremark Corporation (CVS) 0.0 $119k -20% 1.7k 69.82
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $118k -50% 4.9k 24.00
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Smartfinancial Com New (SMBK) 0.0 $118k 5.5k 21.37
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Ishares Tr Morningstr Us Eq (ILCB) 0.0 $118k 2.0k 58.90
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Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.0 $117k 1.5k 76.72
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Marriott Intl Cl A (MAR) 0.0 $117k 593.00 196.56
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Unilever Spon Adr New (UL) 0.0 $114k 2.3k 49.40
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Oracle Corporation (ORCL) 0.0 $110k 1.0k 105.92
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $109k +400% 3.6k 30.15
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Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 0.0 $109k 2.1k 50.69
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Raytheon Technologies Corp (RTX) 0.0 $108k -18% 1.5k 71.97
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $105k -17% 2.7k 39.21
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Philip Morris International (PM) 0.0 $105k 1.1k 92.58
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Okta Cl A (OKTA) 0.0 $102k 1.3k 81.51
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Qualcomm (QCOM) 0.0 $99k 889.00 111.06
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TransDigm Group Incorporated (TDG) 0.0 $98k 117.00 840.38
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $92k 523.00 176.72
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Stantec (STN) 0.0 $92k 1.4k 64.87
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.0 $92k 3.7k 24.73
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Ishares Tr Blackrock Ultra (ICSH) 0.0 $91k 1.8k 50.38
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Ishares Tr Ibonds Dec23 Etf 0.0 $91k 3.6k 25.36
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.0 $90k 3.7k 24.37
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Mohawk Industries (MHK) 0.0 $88k 1.0k 85.81
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Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $88k 3.8k 23.34
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Hewlett Packard Enterprise (HPE) 0.0 $87k NEW 5.0k 17.37
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Nextera Energy (NEE) 0.0 $87k 1.5k 57.27
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Kkr & Co (KKR) 0.0 $86k 1.4k 61.60
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $86k 1.3k 68.04
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First Tr Nasdaq Aba Cmnty Bk Ut Com Shs Etf (QABA) 0.0 $83k 2.1k 39.74
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Select Sector Spdr Tr Communication (XLC) 0.0 $83k 1.3k 65.57
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $82k 795.00 102.86
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Generac Holdings (GNRC) 0.0 $82k 750.00 108.96
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Dell Technologies CL C (DELL) 0.0 $81k +574% 1.2k 68.90
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Thermo Fisher Scientific (TMO) 0.0 $80k 157.00 506.17
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $79k -3% 939.00 84.23
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $78k 5.6k 14.03
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Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.0 $78k +400% 2.6k 30.04
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Dover Corporation (DOV) 0.0 $78k 558.00 139.51
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Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.0 $78k 1.0k 76.99
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TJX Companies (TJX) 0.0 $77k 871.00 88.88
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Comcast Corp Cl A (CMCSA) 0.0 $76k -4% 1.7k 44.34
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $75k +141% 128.00 588.66
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Activision Blizzard 0.0 $75k 798.00 93.67
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Strategy Ns 7handl Idx (HNDL) 0.0 $75k 3.9k 19.11
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Invesco Exch Trd Slf Idx Bulshs 2023 Muni 0.0 $74k 3.0k 25.04
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Ishares Tr Core High Dv Etf (HDV) 0.0 $71k 720.00 98.89
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Palantir Technologies Cl A (PLTR) 0.0 $71k 4.4k 16.00
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Valero Energy Corporation (VLO) 0.0 $71k 500.00 141.71
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Cracker Barrel Old Country Store (CBRL) 0.0 $70k 1.0k 67.20
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Stryker Corporation (SYK) 0.0 $70k 255.00 273.27
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American Airls (AAL) 0.0 $69k 5.4k 12.81
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Covenant Logistics Group Cl A (CVLG) 0.0 $69k +96% 1.6k 43.85
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Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $68k 825.00 82.94
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Shopify Cl A (SHOP) 0.0 $68k 1.3k 54.57
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J P Morgan Exchange Traded F Us Momentum (JMOM) 0.0 $68k 1.6k 41.05
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Dominion Resources (D) 0.0 $66k -38% 1.5k 44.67
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Lowe's Companies (LOW) 0.0 $66k +511% 318.00 207.84
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Garmin SHS (GRMN) 0.0 $66k 623.00 105.27
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Goldman Sachs (GS) 0.0 $65k 202.00 323.57
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Prologis (PLD) 0.0 $65k 577.00 112.21
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Colgate-Palmolive Company (CL) 0.0 $65k 910.00 71.11
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Cognex Corporation (CGNX) 0.0 $64k 1.5k 42.43
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Spdr Ser Tr Portfolio Short (SPSB) 0.0 $64k 2.2k 29.32
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $63k -76% 515.00 122.93
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Morgan Stanley Com New (MS) 0.0 $63k +3% 767.00 81.67
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S&p Global (SPGI) 0.0 $62k 169.00 365.41
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Sun Life Financial (SLF) 0.0 $62k NEW 1.3k 48.80
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Past Filings by HHM Wealth Advisors

SEC 13F filings are viewable for HHM Wealth Advisors going back to 2018

View all past filings