Hhm Wealth Advisors, LLC Portfolio Holdings

Hhm Wealth Advisors, LLC

  • $728 Million
  • Q4 2024

Hhm Wealth Advisors, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $728 Million distributed in 1021 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $133M, Schwab Strategic Tr Us Large C with a value of $95.7M, Schwab Strategic Tr Us Broad M with a value of $91.3M, Spdr Portfolio Short Term Trea with a value of $32.3M, and Spdr Portfolio with a value of $31.8M.

Examining the 13F form we can see an increase of $30.9M in the current position value, from $697M to 728M.

Hhm Wealth Advisors, LLC is based out at Chattanooga, TN

Below you can find more details about Hhm Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $728 Million
ETFs: $588 Million
Technology: $45 Million
Consumer Cyclical: $20.1 Million
Financial Services: $19.4 Million
Industrials: $15.9 Million
Healthcare: $11.4 Million
Consumer Defensive: $8.14 Million
Communication Services: $7.82 Million
Other: $11.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$133 Million 18.29% of portfolio
4,872,578
Q4 2024 Added 207.29%
$0
$95.7 Million 13.14% of portfolio
3,432,708
Q4 2024 Added 295.87%
$0
$91.3 Million 12.54% of portfolio
4,021,769
Q4 2024 Added 199.4%
$0
$32.3 Million 4.43% of portfolio
1,111,856
Q4 2024 Added 4.05%
$0
$31.8 Million 4.37% of portfolio
581,893
Q4 2024 Added 3.19%
$0
$28.3 Million 3.88% of portfolio
642,059
Q4 2024 Added 3.26%
$0
$23.7 Million 3.25% of portfolio
265,615
Q4 2024 Added 3.45%
$0
$22 Million 3.03% of portfolio
1,190,679
Q4 2024 Added 105.32%
$3.95T
$17.4 Million 2.38% of portfolio
69,289
Q4 2024 Added 25.77%
$0
$14.8 Million 2.03% of portfolio
508,015
Q4 2024 Added 2.22%
$0
$14.3 Million 1.97% of portfolio
516,278
Q4 2024 Added 198.39%
$0
$12.2 Million 1.68% of portfolio
66,990
Q4 2024 Added 0.5%
$0
$11.5 Million 1.58% of portfolio
444,827
Q4 2024 Added 103.33%
$3.04T
$10.3 Million 1.42% of portfolio
24,462
Q4 2024 Added 28.23%
$0
$9.59 Million 1.32% of portfolio
288,727
Q4 2024 Added 3.18%
$2.21T
$9 Million 1.24% of portfolio
41,045
Q4 2024 Added 3.56%
$0
$3.96 Million 0.54% of portfolio
44,619
Q4 2024 Reduced 1.08%
$0
$3.65 Million 0.5% of portfolio
8,892
Q4 2024 Added 2.4%
$0
$3.28 Million 0.45% of portfolio
71,995
Q4 2024 Added 18.71%
$4.71B
$2.98 Million 0.41% of portfolio
35,123
Q4 2024 Reduced 18.91%
$394B
$2.79 Million 0.38% of portfolio
7,175
Q4 2024 Added 7.72%
$0
$2.54 Million 0.35% of portfolio
22,291
Q4 2024 Reduced 2.96%
$0
$2.54 Million 0.35% of portfolio
85,412
Q4 2024 Added 99.08%
$0
$2.45 Million 0.34% of portfolio
4,161
Q4 2024 Added 106.91%
$775B
$2.47 Million 0.34% of portfolio
10,303
Q4 2024 Added 55.19%
$335B
$2.48 Million 0.34% of portfolio
18,449
Q4 2024 Added 6.81%
$1.07T
$2.43 Million 0.33% of portfolio
12,840
Q4 2024 Added 58.97%
$0
$2.4 Million 0.33% of portfolio
23,896
Q4 2024 Reduced 2.36%
$0
$2.31 Million 0.32% of portfolio
99,273
Q4 2024 Added 193.78%
$57.4B
$2.29 Million 0.31% of portfolio
9,741
Q4 2024 Added 0.9%
$180B
$2.17 Million 0.3% of portfolio
5,981
Q4 2024 Added 1.37%
$0
$2.21 Million 0.3% of portfolio
79,159
Q4 2024 Reduced 0.64%
$1.07T
$2.11 Million 0.29% of portfolio
5,220
Q4 2024 Added 22.31%
$1.11T
$2.01 Million 0.28% of portfolio
10,557
Q4 2024 Added 12.44%
$830B
$1.96 Million 0.27% of portfolio
2,536
Q4 2024 Added 2.63%
$403B
$2 Million 0.27% of portfolio
11,912
Q4 2024 Added 13.43%
$0
$1.98 Million 0.27% of portfolio
23,086
Q4 2024 Reduced 9.65%
$0
$1.91 Million 0.26% of portfolio
90,768
Q4 2024 Added 3.53%
$570B
$1.87 Million 0.26% of portfolio
5,907
Q4 2024 Added 161.49%
$21.9B
$1.79 Million 0.25% of portfolio
76,160
Q4 2024 Reduced 15.69%
$96.2B
$1.84 Million 0.25% of portfolio
22,310
Q4 2024 Added 1.13%
$0
$1.76 Million 0.24% of portfolio
35,077
Q4 2024 Added 16.09%
$0
$1.67 Million 0.23% of portfolio
73,715
Q4 2024 Added 101.08%
$0
$1.65 Million 0.23% of portfolio
40,516
Q4 2024 Reduced 1.64%
$257B
$1.67 Million 0.23% of portfolio
18,460
Q4 2024 Added 38.37%
$93.6B
$1.67 Million 0.23% of portfolio
8,293
Q4 2024 Added 45.59%
$357B
$1.6 Million 0.22% of portfolio
9,027
Q4 2024 Added 51.23%
$1.69B
$1.63 Million 0.22% of portfolio
19,756
Q4 2024 Reduced 3.05%
$0
$1.56 Million 0.21% of portfolio
23,286
Q4 2024 Reduced 9.92%

Summary

  • Portfolio
  • No. of Stocks 1,021
  • Current Value $728 Million
  • Prior Value $697 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 273 stocks
  • Additional Purchases 300 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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