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Discover Financial Services shares owned by HHM Wealth Advisors

Quarter-by-quarter ownership of Discover Financial Services (DFS) shares owned by HHM Wealth Advisors from 13F filings

Historical chart of HHM Wealth Advisors investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Discover Financial Services held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Discover Financial Services by HHM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $244k 1.4k 173.23
2024-09-30 $196k 1.4k 140.29
2024-06-30 $164k 1.3k 130.81
2023-09-30 $1.1k 13 86.69
2023-06-30 $9.6k 82 116.85

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Pacer Fds Tr Pacer Us Small (CALF)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Schwab Strategic Tr Fundamental Emer (FNDE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for HHM Wealth Advisors

Top funds holding Discover Financial Services

Vanguard Group
BlackRock
Capital World Investors
State Street Corporation
FMR
Geode Capital Management
Robeco Investment Management
Morgan Stanley
Norges Bank Investment Management
Dimensional Fund Advisors
Invesco
Northern Trust
Brave Warrior Advisors
Jpmorgan Chase & Co
UBS Group

View all funds holding Discover Financial Services