Hhm Wealth Advisors, LLC Incresed Positions in Q3 2024

Hhm Wealth Advisors, LLC

  • $697 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
57.5K
+ 3.77%
$77.02 - $85.06 $4.43M - $4.89M
1.59M $134M
SPTS
Spdr Portfolio Short Term Trea

ETFs
282K
+ 35.92%
$28.75 - $29.46 $8.12M - $8.32M
1.07M $31.4M
VNQ
Vanguard Specialized Funds Van

ETFs
9.46K
+ 3.82%
$82.97 - $98.97 $785K - $936K
257K $25M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
42.6K
+ 7.36%
$42.22 - $48.62 $1.8M - $2.07M
622K $28.9M
SPMD
Spdr Portfolio

ETFs
20.1K
+ 3.69%
$50.29 - $54.92 $1.01M - $1.1M
564K $30.8M
AAPL
Apple Inc.

Technology
1.86K
+ 3.5%
$207.23 - $234.82 $386K - $437K
55.1K $12.8M
FNDF
Schwab Fundamental Intl Large

ETFs
11.8K
+ 4.42%
$33.67 - $37.71 $398K - $446K
280K $10.5M
VUG
Vanguard Growth ETF

ETFs
1.94K
+ 28.71%
$341.08 - $391.94 $661K - $759K
8.68K $3.33M
CAT
Caterpillar Inc

Industrials
335
+ 6.02%
$316.8 - $391.12 $106K - $131K
5.9K $2.31M
HD
Home Depot, Inc.

Consumer Cyclical
92
+ 1.4%
$333.64 - $405.2 $30.7K - $37.3K
6.66K $2.7M
MSTR
Microstrategy Inc

Technology
7.27K
+ 1058.66%
$114.3 - $1800.09 $831K - $13.1M
7.96K $1.34M
NSC
Norfolk Southern Corp

Industrials
36
+ 0.37%
$213.75 - $259.69 $7.7K - $9.35K
9.65K $2.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.51K
+ 17.7%
$45.2 - $47.87 $249K - $264K
36.7K $1.74M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.14K
+ 1.32%
$19.78 - $23.53 $22.6K - $26.9K
87.7K $2.03M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.96K
+ 13.73%
$100.3 - $100.74 $296K - $298K
24.5K $2.47M
TSLA
Tesla, Inc.

Consumer Cyclical
7
+ 0.16%
$191.76 - $263.26 $1.34K - $1.84K
4.27K $1.12M
DE
Deere & CO

Industrials
255
+ 31.52%
$344.84 - $418.0 $87.9K - $107K
1.06K $444K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.76K
+ 69.54%
$66.31 - $74.08 $117K - $130K
4.29K $314K
MAA
Mid America Apartment Communities Inc.

Real Estate
235
+ 3.9%
$138.8 - $166.65 $32.6K - $39.2K
6.26K $993K
UNH
Unitedhealth Group Inc

Healthcare
64
+ 6.46%
$488.01 - $604.18 $31.2K - $38.7K
1.06K $616K
WFC
Wells Fargo & Company

Financial Services
2.24K
+ 41.52%
$51.58 - $60.97 $116K - $137K
7.65K $431K
FTNT
Fortinet, Inc.

Technology
217
+ 4.03%
$55.39 - $77.55 $12K - $16.8K
5.6K $434K
CSCO
Cisco Systems, Inc.

Technology
151
+ 0.86%
$44.74 - $53.22 $6.76K - $8.04K
17.7K $939K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 0.32%
$475.2 - $527.7 $4.75K - $5.28K
3.11K $1.64M
MA
Mastercard Inc

Financial Services
110
+ 17.35%
$429.6 - $500.99 $47.3K - $55.1K
744 $367K
ALL
Allstate Corp

Financial Services
203
+ 12.4%
$158.43 - $192.86 $32.2K - $39.2K
1.84K $348K
TTD
Trade Desk, Inc.

Technology
80
+ 1.31%
$83.08 - $110.79 $6.65K - $8.86K
6.18K $677K
LMT
Lockheed Martin Corp

Industrials
23
+ 4.0%
$460.3 - $584.56 $10.6K - $13.4K
598 $349K
STRL
Sterling Construction CO Inc

Industrials
420
+ 79.85%
$102.56 - $148.9 $43.1K - $62.5K
946 $137K
SPY
Spdr S&P 500 ETF Trust

ETFs
80
+ 9.62%
$517.38 - $573.86 $41.4K - $45.9K
912 $523K
CMI
Cummins Inc

Industrials
21
+ 1.53%
$266.63 - $326.4 $5.6K - $6.85K
1.39K $449K
AVGO
Broadcom Inc.

Technology
870
+ 1450.0%
$136.27 - $1745.86 $119K - $1.52M
930 $160K
SCHX
Schwab Strategic Tr Us Large C

ETFs
120
+ 0.81%
$61.11 - $67.85 $7.33K - $8.14K
14.9K $1.01M
PLTR
Palantir Technologies Inc.

Technology
229
+ 5.16%
$24.09 - $37.95 $5.52K - $8.69K
4.67K $173K
IRM
Iron Mountain Inc

Real Estate
199
+ 15.76%
$89.69 - $119.32 $17.8K - $23.7K
1.46K $173K
BSX
Boston Scientific Corp

Healthcare
708
+ 4425.0%
$72.96 - $84.0 $51.7K - $59.5K
724 $60K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
521
+ 10.2%
$74.26 - $78.84 $38.7K - $41.1K
5.63K $440K
DHR
Danaher Corp

Healthcare
36
+ 2.16%
$239.25 - $280.76 $8.61K - $10.1K
1.7K $472K
UNP
Union Pacific Corp

Industrials
8
+ 0.34%
$221.78 - $256.09 $1.77K - $2.05K
2.38K $585K
XLK
Technology Sector Spdr

ETFs
216
+ 68.57%
$197.34 - $237.68 $42.6K - $51.3K
531 $119K
XLV
Select Sector Spdr Fund Health

ETFs
280
+ 91.5%
$143.3 - $157.24 $40.1K - $44K
586 $90K
CINF
Cincinnati Financial Corp

Financial Services
37
+ 1.85%
$115.7 - $138.2 $4.28K - $5.11K
2.04K $276K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
692
+ 2.78%
$85.84 - $85.84 $59.4K - $59.4K
25.6K $2.19M
MDT
Medtronic PLC

Healthcare
25
+ 0.75%
$76.84 - $91.03 $1.92K - $2.28K
3.34K $300K
ACN
Accenture PLC

Technology
84
+ 44.21%
$295.44 - $355.81 $24.8K - $29.9K
274 $96K
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 1.11%
$245.82 - $304.51 $1.97K - $2.44K
727 $221K
AFL
Aflac Inc

Financial Services
200
+ 32.05%
$88.52 - $111.8 $17.7K - $22.4K
824 $92K
TFC
Truist Financial Corp

Financial Services
69
+ 0.79%
$38.22 - $44.94 $2.64K - $3.1K
8.83K $377K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
4.13K
+ 826.2%
$7.86 - $8.77 $32.5K - $36.2K
4.63K $40K
Activity Summary
Buys All Purchases 190 New Holdings 60 Increased Positions 130 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
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