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 55.07% of HHM Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVUV (+$17M), SPTS (+$6.2M), SCHD, SCHG, SCHB, SPMD, CSRE, VNQ, FNDF, IVV.
- Started 85 new stock positions in IWN, AGL, SPXU, PNFP, VCIT, XLB, AVUV, TSEM, SPDW, SHY.
- Reduced shares in these 10 stocks: CALF (-$17M), GLD, , IBIT, SGOV, CAT, WMT, SCHF, HOOD, SFBS.
- Sold out of its positions in PPLT, Agilon Health, CNEQ, ALLY, AstraZeneca, Cadence Bank, CWH, EXEEL, IMOS, CRK.
- HHM Wealth Advisors was a net buyer of stock by $23M.
- HHM Wealth Advisors has $869M in assets under management (AUM), dropping by 2.27%.
- Central Index Key (CIK): 0001750086
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Portfolio Holdings for HHM Wealth Advisors
HHM Wealth Advisors holds 875 positions in its portfolio as reported in the March 2026 quarterly 13F filing
HHM Wealth Advisors has 875 total positions. Only the first 250 positions are shown.
- Sign up to view all of the HHM Wealth Advisors March 31, 2026 positions
- Download the HHM Wealth Advisors March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 18.2 | $158M | +2% | 5.2M | 30.68 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 14.9 | $129M | +2% | 5.1M | 25.10 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 12.1 | $105M | +3% | 3.6M | 29.13 |
|
| Spdr Series Trust State Street Spd (SPMD) | 5.6 | $48M | +4% | 814k | 59.22 |
|
| Spdr Series Trust State Street Spd (SPTS) | 4.4 | $38M | +19% | 1.3M | 29.18 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 3.1 | $27M | +5% | 304k | 88.70 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.1 | $27M | 1.1M | 24.75 |
|
|
| Apple (AAPL) | 2.0 | $18M | +3% | 69k | 253.79 |
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 2.0 | $17M | -49% | 380k | 44.87 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.9 | $17M | +6% | 342k | 48.93 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.9 | $17M | NEW | 150k | 110.47 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.9 | $17M | 433k | 38.26 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.9 | $16M | 76k | 215.06 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.7 | $15M | 484k | 30.96 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.6 | $14M | +4% | 465k | 29.08 |
|
| Microsoft Corporation (MSFT) | 1.1 | $9.2M | +3% | 25k | 370.17 |
|
| Amazon (AMZN) | 0.8 | $6.6M | -2% | 32k | 208.27 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $4.3M | +9% | 25k | 174.40 |
|
| Unum (UNM) | 0.5 | $4.3M | 58k | 73.03 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $3.8M | 41k | 92.74 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.6M | -2% | 13k | 287.56 |
|
| Caterpillar (CAT) | 0.4 | $3.6M | -11% | 5.1k | 708.41 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $3.5M | 8.0k | 436.82 |
|
|
| Spdr Series Trust State Street Spd (TFI) | 0.4 | $3.4M | +5% | 75k | 45.34 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $3.1M | +5% | 11k | 294.16 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $3.1M | +38% | 4.7k | 653.23 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.3 | $3.0M | -4% | 93k | 32.43 |
|
| Norfolk Southern (NSC) | 0.3 | $2.9M | +3% | 10k | 286.99 |
|
| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.3 | $2.8M | 22k | 130.21 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.8M | -4% | 9.6k | 286.87 |
|
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.3 | $2.5M | -3% | 91k | 27.20 |
|
| Strategy Cl A New (MSTR) | 0.3 | $2.2M | 18k | 124.80 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $2.2M | 23k | 96.70 |
|
|
| Home Depot (HD) | 0.3 | $2.2M | +4% | 6.7k | 328.91 |
|
| Spdr Index Shs Fds State Street Spd (CWI) | 0.3 | $2.2M | -4% | 60k | 36.59 |
|
| Tesla Motors (TSLA) | 0.3 | $2.2M | -3% | 5.9k | 371.75 |
|
| Hca Holdings (HCA) | 0.2 | $2.1M | 4.5k | 473.27 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $2.1M | -12% | 17k | 124.28 |
|
| Abbvie (ABBV) | 0.2 | $2.0M | +6% | 9.4k | 217.49 |
|
| Servisfirst Bancshares (SFBS) | 0.2 | $2.0M | -11% | 27k | 72.83 |
|
| Southern Company (SO) | 0.2 | $2.0M | -4% | 21k | 96.52 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $2.0M | -11% | 44k | 45.26 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $2.0M | +12% | 12k | 169.66 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.9M | +9% | 2.1k | 919.56 |
|
| Visa Com Cl A (V) | 0.2 | $1.8M | +7% | 6.1k | 302.25 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.8M | +36% | 4.3k | 426.40 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.8M | +15% | 3.2k | 577.21 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $1.7M | 23k | 75.19 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $1.6M | +3% | 11k | 144.43 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.6M | 2.7k | 597.57 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.6M | -23% | 16k | 100.66 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.6M | 5.0k | 320.80 |
|
|
| Waste Management (WM) | 0.2 | $1.6M | 6.8k | 229.78 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $1.6M | -10% | 72k | 21.49 |
|
| Regions Financial Corporation (RF) | 0.2 | $1.5M | -7% | 59k | 26.12 |
|
| Cohen & Steers Etf Trust Real Estate Acti (CSRE) | 0.2 | $1.5M | NEW | 57k | 26.28 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.5M | +3% | 64k | 23.22 |
|
| Cisco Systems (CSCO) | 0.2 | $1.4M | -4% | 18k | 77.59 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.3M | +7% | 26k | 49.89 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $1.3M | -13% | 6.2k | 206.09 |
|
| Netflix (NFLX) | 0.1 | $1.2M | 13k | 96.15 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.2M | 6.3k | 191.92 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $1.2M | +6% | 4.9k | 244.45 |
|
| Meta Platforms Cl A (META) | 0.1 | $1.2M | +25% | 2.0k | 572.14 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.1M | 45k | 25.64 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.1M | -3% | 22k | 48.46 |
|
| Spdr Index Shs Fds State Street Spd (RWO) | 0.1 | $1.1M | 23k | 45.77 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.1M | +47% | 16k | 67.53 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.0M | 3.6k | 283.77 |
|
|
| Micron Technology (MU) | 0.1 | $957k | 2.8k | 337.84 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $937k | +5% | 31k | 30.50 |
|
| Dxp Enterprises Com New (DXPE) | 0.1 | $928k | -15% | 6.6k | 139.73 |
|
| UnitedHealth (UNH) | 0.1 | $914k | 3.4k | 270.57 |
|
|
| Coca-Cola Company (KO) | 0.1 | $909k | 12k | 76.05 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $886k | 6.1k | 145.94 |
|
|
| Nextera Energy (NEE) | 0.1 | $870k | +6% | 9.4k | 92.88 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $849k | -3% | 11k | 79.27 |
|
| Uber Technologies (UBER) | 0.1 | $848k | 12k | 71.93 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $837k | +11% | 17k | 48.75 |
|
| Ge Vernova (GEV) | 0.1 | $814k | 933.00 | 872.90 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $811k | +2% | 1.2k | 650.56 |
|
| Broadcom (AVGO) | 0.1 | $785k | +23% | 2.5k | 309.46 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $769k | 23k | 32.95 |
|
|
| Miller Inds Inc Tenn Com New (MLR) | 0.1 | $763k | 17k | 45.55 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $760k | 2.0k | 383.40 |
|
|
| Altria (MO) | 0.1 | $750k | -2% | 11k | 65.99 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $728k | 7.6k | 95.48 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
|
|
| Chevron Corporation (CVX) | 0.1 | $708k | +26% | 3.4k | 206.93 |
|
| Sterling Construction Company (STRL) | 0.1 | $706k | 1.7k | 407.27 |
|
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.1 | $704k | +43% | 15k | 47.00 |
|
| Philip Morris International (PM) | 0.1 | $700k | +18% | 4.2k | 165.33 |
|
| Cummins (CMI) | 0.1 | $698k | -12% | 1.3k | 538.02 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $698k | 23k | 30.19 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $681k | +4% | 5.2k | 130.94 |
|
| Allstate Corporation (ALL) | 0.1 | $672k | -7% | 3.2k | 207.34 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $671k | 4.5k | 148.10 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $664k | +4% | 3.4k | 192.90 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $663k | -58% | 1.5k | 430.29 |
|
| Merck & Co (MRK) | 0.1 | $653k | -6% | 5.4k | 120.29 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $631k | -2% | 4.3k | 146.28 |
|
| Oracle Corporation (ORCL) | 0.1 | $620k | 4.2k | 147.11 |
|
|
| Ishares Tr Global 100 Etf (IOO) | 0.1 | $618k | 5.1k | 120.97 |
|
|
| Oneok (OKE) | 0.1 | $612k | -3% | 6.8k | 90.39 |
|
| Abbott Laboratories (ABT) | 0.1 | $606k | +7% | 5.9k | 102.67 |
|
| Mid-America Apartment (MAA) | 0.1 | $594k | -15% | 4.9k | 122.12 |
|
| Royal Gold (RGLD) | 0.1 | $581k | 2.3k | 254.48 |
|
|
| Realty Income (O) | 0.1 | $559k | -4% | 9.1k | 61.18 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $542k | 8.5k | 64.08 |
|
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.1 | $540k | 7.6k | 71.24 |
|
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| Marathon Petroleum Corp (MPC) | 0.1 | $531k | 2.2k | 244.13 |
|
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| Pinnacle Finl Partners (PNFP) | 0.1 | $529k | NEW | 6.1k | 86.14 |
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| Union Pacific Corporation (UNP) | 0.1 | $523k | +3% | 2.2k | 242.66 |
|
| Walt Disney Company (DIS) | 0.1 | $522k | 5.4k | 96.39 |
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| Wells Fargo & Company (WFC) | 0.1 | $510k | -7% | 6.4k | 79.61 |
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| Enterprise Products Partners (EPD) | 0.1 | $490k | 13k | 37.84 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $488k | -2% | 4.2k | 114.99 |
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| First Horizon National Corporation (FHN) | 0.1 | $483k | 21k | 22.76 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $473k | +234% | 3.6k | 132.90 |
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| Pepsi (PEP) | 0.1 | $473k | +25% | 3.0k | 155.28 |
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| Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) | 0.1 | $471k | +59% | 7.2k | 65.77 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $470k | +2% | 1.2k | 390.41 |
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| Lowe's Companies (LOW) | 0.1 | $467k | 2.0k | 236.28 |
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| Amgen (AMGN) | 0.1 | $453k | 1.3k | 351.85 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $450k | 5.1k | 88.16 |
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| Delta Air Lines Com New (DAL) | 0.1 | $445k | 6.7k | 66.48 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $431k | -16% | 1.6k | 261.92 |
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| Fortinet (FTNT) | 0.0 | $428k | 5.2k | 81.72 |
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| American Express Company (AXP) | 0.0 | $409k | +12% | 1.4k | 302.49 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $408k | +3% | 675.00 | 604.39 |
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| Advanced Micro Devices (AMD) | 0.0 | $406k | +13% | 2.0k | 203.43 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $403k | 5.2k | 77.47 |
|
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| Costco Wholesale Corporation (COST) | 0.0 | $398k | -17% | 399.00 | 997.49 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $396k | +6% | 4.2k | 93.97 |
|
| Capital One Financial (COF) | 0.0 | $389k | +47% | 2.1k | 182.43 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $379k | +4% | 759.00 | 499.38 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $377k | 2.5k | 151.28 |
|
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| Truist Financial Corp equities (TFC) | 0.0 | $373k | 8.1k | 45.97 |
|
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| Vanguard World Health Car Etf (VHT) | 0.0 | $372k | 1.4k | 272.33 |
|
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| Intel Corporation (INTC) | 0.0 | $369k | +35% | 8.4k | 44.13 |
|
| Snap-on Incorporated (SNA) | 0.0 | $363k | -16% | 1.0k | 363.22 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $349k | +16% | 3.6k | 97.13 |
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| Deere & Company (DE) | 0.0 | $340k | -6% | 603.00 | 563.48 |
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| At&t (T) | 0.0 | $340k | +6% | 12k | 28.99 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $335k | +7% | 723.00 | 463.19 |
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| Kkr & Co (KKR) | 0.0 | $333k | 3.6k | 92.50 |
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| Phillips 66 (PSX) | 0.0 | $332k | -6% | 1.8k | 182.18 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $332k | 7.2k | 46.36 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $331k | +2% | 1.7k | 194.18 |
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| Danaher Corporation (DHR) | 0.0 | $329k | +4% | 1.7k | 189.60 |
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| Valero Energy Corporation (VLO) | 0.0 | $321k | 1.3k | 247.08 |
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| Tractor Supply Company (TSCO) | 0.0 | $314k | +4% | 6.9k | 45.30 |
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| Eaton Corp SHS (ETN) | 0.0 | $308k | +10% | 861.00 | 357.67 |
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| Tower Semiconductor Shs New (TSEM) | 0.0 | $298k | NEW | 1.7k | 175.48 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $298k | +12% | 606.00 | 491.53 |
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| Corning Incorporated (GLW) | 0.0 | $295k | +22% | 2.2k | 135.97 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $292k | 221.00 | 1320.83 |
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| Rambus (RMBS) | 0.0 | $287k | 3.3k | 86.03 |
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| American Tower Reit (AMT) | 0.0 | $287k | +4% | 1.7k | 172.58 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $286k | -27% | 1.3k | 217.25 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $285k | 3.2k | 87.85 |
|
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| Curtiss-Wright (CW) | 0.0 | $279k | 410.00 | 681.12 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $274k | -17% | 6.4k | 42.56 |
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| General Dynamics Corporation (GD) | 0.0 | $271k | +5% | 788.00 | 343.22 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $268k | 384.00 | 697.72 |
|
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $268k | -4% | 1.5k | 181.42 |
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| Honeywell International (HON) | 0.0 | $250k | +5% | 1.1k | 226.03 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $248k | +10% | 6.1k | 40.83 |
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| Goldman Sachs (GS) | 0.0 | $247k | +23% | 292.00 | 845.99 |
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| Qualcomm (QCOM) | 0.0 | $247k | 1.9k | 128.78 |
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| First Tr Exchange-traded A Com Shs (FEX) | 0.0 | $244k | 2.0k | 121.93 |
|
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $241k | -44% | 1.2k | 196.20 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $237k | 5.1k | 46.74 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $237k | 2.4k | 98.38 |
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| Verizon Communications (VZ) | 0.0 | $236k | -11% | 4.7k | 50.20 |
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| Emerson Electric (EMR) | 0.0 | $235k | +9% | 1.8k | 131.04 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $230k | 801.00 | 287.18 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $230k | 3.1k | 75.10 |
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| Dover Corporation (DOV) | 0.0 | $228k | 1.1k | 208.45 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $227k | +2% | 4.2k | 54.05 |
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| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.0 | $222k | 8.9k | 25.04 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $221k | 1.4k | 152.75 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $220k | 4.7k | 46.74 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $216k | 1.1k | 195.47 |
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| International Business Machines (IBM) | 0.0 | $215k | -28% | 887.00 | 242.39 |
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| Booking Holdings (BKNG) | 0.0 | $211k | 50.00 | 4210.32 |
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| Bank Ozk (OZK) | 0.0 | $207k | 4.5k | 45.89 |
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| Clorox Company (CLX) | 0.0 | $204k | 2.0k | 103.64 |
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| McDonald's Corporation (MCD) | 0.0 | $203k | +19% | 653.00 | 310.86 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $201k | -71% | 5.2k | 38.42 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $199k | -22% | 2.8k | 70.18 |
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| Smartfinancial Com New (SMBK) | 0.0 | $199k | 5.1k | 39.08 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $197k | 1.7k | 118.45 |
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| Target Corporation (TGT) | 0.0 | $194k | +10% | 1.6k | 121.24 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $194k | -28% | 1.1k | 173.04 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $192k | 1.3k | 142.43 |
|
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $191k | -31% | 3.8k | 50.61 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $190k | 3.8k | 49.37 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $189k | 1.2k | 157.30 |
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| Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) | 0.0 | $188k | -3% | 3.1k | 59.74 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $187k | -32% | 1.9k | 97.91 |
|
| First Tr Exchange-traded A Com Shs (FTC) | 0.0 | $186k | 1.2k | 154.14 |
|
|
| FedEx Corporation (FDX) | 0.0 | $183k | -2% | 514.00 | 356.04 |
|
| MercadoLibre (MELI) | 0.0 | $180k | +92% | 104.00 | 1729.03 |
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $180k | 2.0k | 89.86 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $177k | 557.00 | 318.07 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $176k | +32% | 1.1k | 164.51 |
|
| Medtronic SHS (MDT) | 0.0 | $174k | -31% | 2.0k | 86.65 |
|
| TJX Companies (TJX) | 0.0 | $174k | +27% | 1.1k | 159.70 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $171k | -39% | 1.4k | 122.78 |
|
| Evergy (EVRG) | 0.0 | $170k | 2.1k | 81.92 |
|
|
| Pfizer (PFE) | 0.0 | $169k | +7% | 6.0k | 28.08 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $169k | -21% | 810.00 | 208.05 |
|
| Garmin SHS (GRMN) | 0.0 | $162k | +6% | 698.00 | 232.11 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $159k | +580% | 2.1k | 76.54 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $158k | +2% | 1.6k | 99.27 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $158k | 2.0k | 77.18 |
|
|
| Dominion Resources (D) | 0.0 | $155k | -3% | 2.5k | 61.82 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $154k | 622.00 | 247.94 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $148k | -3% | 2.8k | 52.96 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $144k | -23% | 2.1k | 68.14 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $143k | +3% | 722.00 | 197.71 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $141k | +10% | 1.1k | 124.29 |
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $140k | 1.4k | 103.88 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $139k | 945.00 | 146.61 |
|
|
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.0 | $138k | 6.3k | 21.94 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $135k | 117.00 | 1155.18 |
|
|
| Huntington Ingalls Inds (HII) | 0.0 | $135k | -60% | 355.00 | 379.90 |
|
| Encompass Health Corp (EHC) | 0.0 | $133k | -13% | 1.4k | 96.73 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $132k | -43% | 1.1k | 125.46 |
|
| Genuine Parts Company (GPC) | 0.0 | $130k | -15% | 1.2k | 105.75 |
|
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.0 | $129k | -5% | 3.6k | 36.12 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $129k | 1.5k | 86.64 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) | 0.0 | $129k | -29% | 1.8k | 71.39 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $128k | +11% | 740.00 | 173.45 |
|
| Iron Mountain (IRM) | 0.0 | $127k | 1.2k | 102.14 |
|
|
| Consolidated Edison (ED) | 0.0 | $126k | -5% | 1.1k | 113.18 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $126k | +42% | 1.3k | 93.29 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $125k | -2% | 2.1k | 58.47 |
|
| D.R. Horton (DHI) | 0.0 | $124k | 900.00 | 137.22 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $123k | 1.3k | 94.25 |
|
|
| Stantec (STN) | 0.0 | $123k | 1.4k | 86.40 |
|
|
| Proshares Tr Large Cap Cre (CSM) | 0.0 | $122k | 1.6k | 74.82 |
|
|
| Rockwell Automation (ROK) | 0.0 | $122k | NEW | 340.00 | 358.88 |
|
| Bwx Technologies (BWXT) | 0.0 | $122k | +21% | 595.00 | 204.49 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) | 0.0 | $122k | 1.5k | 81.11 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $122k | 2.3k | 52.64 |
|
|
| General Motors Company (GM) | 0.0 | $121k | 1.6k | 74.50 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $121k | 1.0k | 118.62 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $120k | -22% | 746.00 | 160.32 |
|
Past Filings by HHM Wealth Advisors
SEC 13F filings are viewable for HHM Wealth Advisors going back to 2018
- 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
- HHM Wealth Advisors 2022 Q1 filed April 27, 2022