Hhm Wealth Advisors, LLC Purchases in Q4 2024

Hhm Wealth Advisors, LLC

  • $728 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
APG
A Pi Group Corp

Industrials
6
New
$31.48 - $39.26 $189 - $236
6 $0
VTV
Vanguard Value ETF

ETFs
6
+ 2.42%
$168.32 - $181.87 $1.01K - $1.09K
254 $43K
Blackrock Inc
84
New
N/A
84 $0
Wk Kellogg CO
55
New
N/A
55 $0
OWL
Blue Owl Capital Inc.

Financial Services
14
New
$19.51 - $24.81 $273 - $347
14 $0
AME
Ametek Inc

Industrials
5
New
$165.89 - $197.38 $829 - $987
5 $0
BFB
Brown Forman Corp Cl B
2.75K
New
N/A
2.75K $0
MTN
Vail Resorts Inc

Consumer Cyclical
3
New
$165.69 - $195.44 $497 - $586
3 $0
Bank America Corp
20
New
N/A
20 $0
AXON
Axon Enterprise, Inc.

Industrials
1
New
$399.22 - $689.78 $399 - $690
1 $0
ARES
Ares Management Corp

Financial Services
5
New
$153.38 - $183.7 $767 - $919
5 $0
VTRS
Viatris Inc

Healthcare
31
+ 182.35%
$11.32 - $13.37 $351 - $414
48 $0
Arista Networks Inc
1.4K
New
N/A
1.4K $0
AIZ
Assurant, Inc.

Financial Services
1
New
$186.6 - $228.68 $187 - $229
1 $0
Atlassian Corporation
9
New
N/A
9 $0
ATO
Atmos Energy Corp

Utilities
5
New
$136.41 - $151.43 $682 - $757
5 $0
AVTR
Avantor, Inc.

Basic Materials
7
New
$19.72 - $25.54 $138 - $179
7 $0
AXTA
Axalta Coating Systems Ltd.

Basic Materials
4
New
$34.01 - $41.29 $136 - $165
4 $0
BURL
Burlington Stores, Inc.

Consumer Cyclical
1
New
$242.7 - $295.49 $243 - $295
1 $0
BXP
Boston Properties Inc

Real Estate
2
New
$73.33 - $89.72 $147 - $179
2 $0
BRO
Brown & Brown, Inc.

Financial Services
4
+ 4.0%
$100.93 - $113.42 $404 - $454
104 $10K
TOL
Toll Brothers, Inc.

Consumer Cyclical
14
+ 18.67%
$123.8 - $167.8 $1.73K - $2.35K
89 $11K
AFG
American Financial Group Inc

Financial Services
5
New
$126.81 - $149.08 $634 - $745
5 $0
ABC
Amerisourcebergen Corp

Healthcare
4
New
N/A
4 $0
WRB
Berkley W R Corp

Financial Services
3
New
$56.48 - $64.94 $169 - $195
3 $0
CF
Cf Industries Holdings, Inc.

Basic Materials
8
New
$81.39 - $94.14 $651 - $753
8 $0
AEP
American Electric Power CO Inc

Utilities
28
+ 11.24%
$90.91 - $102.21 $2.55K - $2.86K
277 $25K
TRU
Trans Union

Industrials
9
New
$92.71 - $108.67 $834 - $978
9 $0
DOX
Amdocs LTD

Technology
11
New
$82.94 - $92.86 $912 - $1.02K
11 $0
AMH
American Homes 4 Rent

Real Estate
3
New
$35.02 - $39.25 $105 - $118
3 $0
WCC
Wesco International Inc

Industrials
5
New
$164.11 - $213.19 $821 - $1.07K
5 $0
Capital Grp Fixed Incm ETF T
5.12K
New
N/A
5.12K $0
CGMS
Capital Grp Core Plus Income E
2.73K
New
N/A
2.73K $0
WSO
Watsco Inc

Industrials
2
New
$466.57 - $568.78 $933 - $1.14K
2 $0
KMX
Carmax Inc

Consumer Cyclical
2
New
$71.11 - $87.2 $142 - $174
2 $0
CASY
Caseys General Stores Inc

Consumer Cyclical
2
New
$366.65 - $427.88 $733 - $856
2 $0
Cava Group Inc
20
New
N/A
20 $0
WEC
Wec Energy Group, Inc.

Utilities
9
+ 4.46%
$92.94 - $101.82 $836 - $916
211 $19K
TRMB
Trimble Inc.

Technology
14
New
$60.21 - $75.4 $843 - $1.06K
14 $0
TW
Tradeweb Markets Inc.

Financial Services
4
New
$124.87 - $136.32 $499 - $545
4 $0
CHD
Church & Dwight CO Inc

Consumer Defensive
3
New
$99.11 - $112.25 $297 - $337
3 $0
DTE
Dte Energy CO

Utilities
6
New
$117.04 - $129.77 $702 - $779
6 $0
TROW
Price T Rowe Group Inc

Financial Services
7
New
$106.48 - $124.69 $745 - $873
7 $0
Ge Vernova Inc
14
+ 1.64%
N/A
866 $0
ON
On Semiconductor Corp

Technology
2
New
$63.05 - $74.7 $126 - $149
2 $0
OHI
Omega Healthcare Investors Inc

Real Estate
18
New
$37.51 - $42.56 $675 - $766
18 $0
OGE
Oge Energy Corp.

Utilities
23
New
$39.65 - $44.08 $912 - $1.01K
23 $0
Ginkgo Bioworks Holdings Inc
20
+ 25.0%
N/A
100 $0
NUVB
Nuvation Bio Inc.

Healthcare
10
+ 7.81%
$2.01 - $3.01 $20.1 - $30.1
138 $0
Activity Summary
Buys All Purchases 573 New Holdings 273 Increased Positions 300 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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