Hhm Wealth Advisors, LLC Portfolio Holdings

Hhm Wealth Advisors, LLC

  • $697 Million
  • Q3 2024

Hhm Wealth Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $697 Million distributed in 791 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 $134M, Schwab Strategic Tr Us Large C with a value of $90.3M, Schwab Strategic Tr Us Broad M with a value of $89.4M, Spdr Portfolio Short Term Trea with a value of $31.4M, and Spdr Portfolio with a value of $30.8M.

Examining the 13F form we can see an increase of $38.5M in the current position value, from $658M to 697M.

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 $697 Million
ETFs: $584 Million
Technology: $32.4 Million
Financial Services: $16.8 Million
Consumer Cyclical: $16.1 Million
Industrials: $13.9 Million
Healthcare: $10 Million
Consumer Defensive: $6.97 Million
Communication Services: $4.9 Million
Other: $11.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$134 Million 19.23% of portfolio
1,585,661
Q3 2024 Added 3.77%
$0
$90.3 Million 12.96% of portfolio
867,126
Q3 2024 Reduced 2.6%
$0
$89.4 Million 12.82% of portfolio
1,343,262
Q3 2024 Reduced 11.67%
$0
$31.4 Million 4.51% of portfolio
1,068,588
Q3 2024 Added 35.92%
$0
$30.8 Million 4.42% of portfolio
563,921
Q3 2024 Added 3.69%
$0
$28.9 Million 4.15% of portfolio
621,761
Q3 2024 Added 7.36%
$0
$25 Million 3.59% of portfolio
256,752
Q3 2024 Added 3.82%
$0
$23.8 Million 3.42% of portfolio
579,902
Q3 2024 Reduced 3.16%
$0
$16 Million 2.3% of portfolio
497,003
Q3 2024 Reduced 0.44%
$0
$14.4 Million 2.06% of portfolio
173,022
Q3 2024 Reduced 2.86%
$4.1T
$12.8 Million 1.84% of portfolio
55,090
Q3 2024 Added 3.5%
$0
$12.1 Million 1.74% of portfolio
66,657
Q3 2024 Reduced 4.13%
$0
$11.3 Million 1.62% of portfolio
218,773
Q3 2024 Reduced 4.6%
$0
$10.5 Million 1.5% of portfolio
279,820
Q3 2024 Added 4.42%
$3.24T
$8.21 Million 1.18% of portfolio
19,077
Q3 2024 Added 1.51%
$2.29T
$7.39 Million 1.06% of portfolio
39,634
Q3 2024 Added 1.22%
$4.66B
$3.48 Million 0.5% of portfolio
43,315
Q3 2024 Reduced 38.53%
$0
$3.33 Million 0.48% of portfolio
8,684
Q3 2024 Added 28.71%
$0
$2.84 Million 0.41% of portfolio
60,649
Q3 2024 Reduced 1.02%
$402B
$2.7 Million 0.39% of portfolio
6,661
Q3 2024 Added 1.4%
$0
$2.75 Million 0.39% of portfolio
22,970
Q3 2024 Reduced 4.21%
$0
$2.56 Million 0.37% of portfolio
42,903
Q2 2024 Reduced 0.52%
$0
$2.47 Million 0.35% of portfolio
24,474
Q3 2024 Added 13.73%
$0
$2.43 Million 0.35% of portfolio
79,669
Q3 2024 Reduced 10.16%
$54.6B
$2.4 Million 0.34% of portfolio
9,654
Q3 2024 Added 0.37%
$0
$2.38 Million 0.34% of portfolio
33,792
Q3 2024 Reduced 13.34%
$193B
$2.31 Million 0.33% of portfolio
5,900
Q3 2024 Added 6.02%
$757B
$2.19 Million 0.31% of portfolio
2,471
Q3 2024 Reduced 17.77%
$0
$2.19 Million 0.31% of portfolio
25,551
Q3 2024 Added 2.78%
$348B
$2.1 Million 0.3% of portfolio
17,272
Q3 2024 Reduced 3.39%
$22.3B
$2.11 Million 0.3% of portfolio
90,329
Q3 2024 Reduced 9.48%
$0
$2.03 Million 0.29% of portfolio
87,677
Q3 2024 Added 1.32%
$90.4B
$1.99 Million 0.29% of portfolio
22,061
Q3 2024 Reduced 9.59%
$87.1B
$1.85 Million 0.27% of portfolio
4,548
Q2 2024 Added 0.89%
$398B
$1.82 Million 0.26% of portfolio
10,502
Q3 2024 Reduced 2.27%
$0
$1.84 Million 0.26% of portfolio
41,191
Q3 2024 Reduced 1.66%
$0
$1.83 Million 0.26% of portfolio
38,413
Q3 2024 Reduced 0.48%
$0
$1.74 Million 0.25% of portfolio
25,851
Q1 2024 Reduced 9.03%
$0
$1.74 Million 0.25% of portfolio
36,659
Q3 2024 Added 17.7%
$0
$1.66 Million 0.24% of portfolio
34,048
Q3 2024 Reduced 4.02%
$0
$1.64 Million 0.24% of portfolio
3,106
Q3 2024 Added 0.32%
$1.19T
$1.57 Million 0.23% of portfolio
9,389
Q3 2024 Added 0.87%
$0
$1.54 Million 0.22% of portfolio
30,215
Q3 2024 Added 32.8%
$0
$1.4 Million 0.2% of portfolio
4,932
Q3 2024 Reduced 0.56%
$699B
$1.4 Million 0.2% of portfolio
6,639
Q2 2024 Added 4.85%
$0
$1.3 Million 0.19% of portfolio
2,664
Q3 2024 Reduced 19.35%
$8.58B
$1.31 Million 0.19% of portfolio
13,404
Q1 2024 Added 3.87%
$1.14T
$1.34 Million 0.19% of portfolio
8,077
Q3 2024 Added 0.04%
$3.4B
$1.34 Million 0.19% of portfolio
7,960
Q3 2024 Added 1,058.66%

Summary

  • Portfolio
  • No. of Stocks 791
  • Current Value $697 Million
  • Prior Value $658 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 60 stocks
  • Additional Purchases 130 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 176 stocks
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