Hhm Wealth Advisors, LLC Incresed Positions in Q3 2025

Hhm Wealth Advisors, LLC

  • $848 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
19.3K
+ 6.76%
$88.47 - $93.24 $1.71M - $1.8M
305K $27.9M
FNDF
Schwab Fundamental Intl Large

ETFs
14K
+ 4.51%
$39.84 - $43.15 $557K - $603K
324K $13.9M
TSLA
Tesla, Inc.

Consumer Cyclical
213
+ 3.27%
$293.94 - $444.72 $62.6K - $94.7K
6.73K $2.99M
SPTS
Spdr Portfolio Short Term Trea

ETFs
19.8K
+ 1.8%
$29.12 - $29.34 $576K - $580K
1.12M $32.7M
GLD
Spdr Gold Trust

ETFs
859
+ 30.12%
$300.96 - $355.47 $259K - $305K
3.71K $1.32M
ABBV
Abb Vie Inc.

Healthcare
67
+ 0.76%
$184.85 - $231.54 $12.4K - $15.5K
8.88K $2.06M
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.1K
+ 97.2%
$27.61 - $29.15 $334K - $352K
24.5K $714K
ORCL
Oracle Corp

Technology
102
+ 2.48%
$218.96 - $328.33 $22.3K - $33.5K
4.22K $1.19M
FNDA
Schwab Fundamental U S Small C

ETFs
91
+ 0.1%
$28.75 - $31.93 $2.62K - $2.91K
89.9K $2.8M
UNH
Unitedhealth Group Inc

Healthcare
226
+ 7.04%
$237.77 - $353.61 $53.7K - $79.9K
3.44K $1.19M
COIN
Coinbase Global, Inc.

Technology
525
+ 889.83%
$297.99 - $419.78 $156K - $220K
584 $197K
SPY
Spdr S&P 500 ETF Trust

ETFs
191
+ 24.33%
$617.65 - $666.84 $118K - $127K
976 $650K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 0.37%
$567.77 - $614.76 $5.68K - $6.15K
2.68K $1.64M
UBER
Uber Technologies, Inc

Technology
715
+ 6.2%
$86.91 - $99.57 $62.1K - $71.2K
12.3K $1.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.37K
+ 3.95%
$48.5 - $50.19 $66.4K - $68.7K
36K $1.8M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
8
+ 0.39%
$275.84 - $326.36 $2.21K - $2.61K
2.08K $679K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
205
+ 0.23%
$44.22 - $45.74 $9.07K - $9.38K
88K $4.01M
BAC
Bank Of America Corp

Financial Services
236
+ 1.4%
$44.92 - $52.42 $10.6K - $12.4K
17.1K $884K
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.23%
$215.01 - $273.02 $1.29K - $1.64K
2.65K $664K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.46K
+ 40.14%
$45.41 - $48.26 $66.1K - $70.2K
5.08K $242K
VTV
Vanguard Value ETF

ETFs
264
+ 14.6%
$175.51 - $186.57 $46.3K - $49.3K
2.07K $386K
IAU
Ishares Gold Trust

ETFs
147
+ 2.93%
$61.62 - $72.77 $9.06K - $10.7K
5.16K $375K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.05%
$158.59 - $198.69 $159 - $199
2.17K $418K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.29%
$404.94 - $499.99 $810 - $1K
696 $337K
FXI
Ishares Tr

ETFs
1.2K
+ 80.0%
$36.18 - $41.62 $43.4K - $49.9K
2.7K $111K
NAK
Northern Dynasty Minerals LTD

Basic Materials
46.8K
+ 549.98%
$0.75 - $2.3 $35.1K - $108K
55.3K $65K
VB
Vanguard Small Cap ETF

ETFs
20
+ 0.73%
$237.58 - $259.17 $4.75K - $5.18K
2.75K $697K
KBE
Spdr S&P Bank ETF

ETFs
855
+ 3886.36%
$55.26 - $61.99 $47.2K - $53K
877 $52K
CLX
Clorox CO

Consumer Defensive
350
+ 21.74%
$117.67 - $131.43 $41.2K - $46K
1.96K $241K
PEP
Pepsico Inc

Consumer Defensive
140
+ 4.85%
$133.81 - $152.16 $18.7K - $21.3K
3.03K $424K
ASML
Asml Holding Nv

Technology
3
+ 1.29%
$689.63 - $968.09 $2.07K - $2.9K
235 $227K
AMD
Advanced Micro Devices Inc

Technology
40
+ 2.35%
$134.8 - $184.42 $5.39K - $7.38K
1.74K $281K
MRK
Merck & Co., Inc.

Healthcare
96
+ 1.51%
$77.6 - $87.37 $7.45K - $8.39K
6.47K $543K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
202
+ 5.28%
$84.28 - $89.46 $17K - $18.1K
4.03K $358K
TFC
Truist Financial Corp

Financial Services
194
+ 2.17%
$42.83 - $47.07 $8.31K - $9.13K
9.14K $417K
BTI
British American Tobacco P.L.C.

Consumer Defensive
313
+ 11.52%
$46.69 - $59.27 $14.6K - $18.6K
3.03K $160K
CGNX
Cognex Corp

Technology
101
+ 5.55%
$31.85 - $46.54 $3.22K - $4.7K
1.92K $87K
WFC
Wells Fargo & Company

Financial Services
36
+ 0.52%
$77.05 - $85.16 $2.77K - $3.07K
6.93K $581K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
311
+ 101.97%
$72.65 - $78.68 $22.6K - $24.5K
616 $48K
NEM
Newmont Corp

Basic Materials
140
+ 26.42%
$57.35 - $85.25 $8.03K - $11.9K
670 $56K
ENB
Enbridge Inc

Energy
257
+ 10.82%
$43.79 - $50.46 $11.3K - $13K
2.63K $132K
IVW
Ishares S&P 500 Growth ETF

ETFs
149
+ 30.98%
$108.97 - $121.65 $16.2K - $18.1K
630 $76K
VHT
Vanguard Health Care ETF

ETFs
18
+ 1.04%
$239.12 - $259.95 $4.3K - $4.68K
1.75K $453K
NOC
Northrop Grumman Corp

Industrials
14
+ 10.61%
$498.9 - $609.32 $6.98K - $8.53K
146 $88K
IBLC
Ishares Tr Blockchain & Tech E

ETFs
328
+ 123.77%
$38.97 - $55.39 $12.8K - $18.2K
593 $32K
VZ
Verizon Communications Inc

Communication Services
397
+ 7.71%
$40.84 - $45.06 $16.2K - $17.9K
5.55K $243K
UNP
Union Pacific Corp

Industrials
6
+ 0.21%
$214.91 - $237.16 $1.29K - $1.42K
2.87K $677K
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 11.34%
$915.95 - $994.57 $45.8K - $49.7K
491 $454K
VO
Vanguard Mid Cap ETF

ETFs
25
+ 3.31%
$279.83 - $293.74 $7K - $7.34K
780 $229K
Activity Summary
Buys All Purchases 212 New Holdings 89 Increased Positions 123 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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