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
EXR
Extra Space Storage Inc.

Real Estate
89
+ 11.53%
$151.92 - $183.06 $13.5K - $16.3K
861 $155K
D
Dominion Energy, Inc

Utilities
210
+ 7.83%
$48.01 - $58.53 $10.1K - $12.3K
2.89K $167K
DFS
Discover Financial Services

Financial Services
150
+ 12.0%
$123.41 - $144.72 $18.5K - $21.7K
1.4K $196K
PEP
Pepsico Inc

Consumer Defensive
139
+ 7.46%
$161.9 - $179.3 $22.5K - $24.9K
2K $340K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.45K
+ 163.6%
$11.52 - $12.52 $28.3K - $30.7K
3.95K $48K
XLC
Select Sector Spdr Tr Communic

ETFs
270
+ 20.59%
$82.16 - $90.4 $22.2K - $24.4K
1.58K $142K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.04%
$73.43 - $80.37 $147 - $161
4.67K $375K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 3.44%
$801.83 - $917.05 $12K - $13.8K
451 $399K
VZ
Verizon Communications Inc

Communication Services
264
+ 5.79%
$38.89 - $45.0 $10.3K - $11.9K
4.83K $216K
NFLX
Netflix Inc

Communication Services
7
+ 1.13%
$598.55 - $722.26 $4.19K - $5.06K
625 $443K
TT
Trane Technologies PLC

Industrials
58
+ 152.63%
$314.21 - $388.71 $18.2K - $22.5K
96 $37K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.01%
$37.32 - $51.8 $37.3 - $51.8
7.07K $359K
GD
General Dynamics Corp

Industrials
50
+ 7.04%
$279.51 - $308.09 $14K - $15.4K
760 $229K
CELH
Celsius Holdings, Inc.

Consumer Defensive
857
+ 571.33%
$31.02 - $58.9 $26.6K - $50.5K
1.01K $31K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
411
+ 8.94%
$50.25 - $50.74 $20.7K - $20.9K
5.01K $254K
BLK
Black Rock Inc.

Financial Services
13
+ 19.4%
$782.27 - $949.51 $10.2K - $12.3K
80 $75K
SYY
Sysco Corp

Consumer Defensive
265
+ 779.41%
$69.16 - $78.98 $18.3K - $20.9K
299 $23K
SPGI
S&P Global Inc.

Financial Services
9
+ 3.93%
$446.32 - $527.38 $4.02K - $4.75K
238 $122K
CB
Chubb LTD

Financial Services
27
+ 9.0%
$252.51 - $292.2 $6.82K - $7.89K
327 $94K
ORI
Old Republic International Corp

Financial Services
200
+ 9.52%
$29.89 - $35.9 $5.98K - $7.18K
2.3K $81K
XLY
Select Sector Spdr Consumer Di

ETFs
69
+ 127.78%
$170.05 - $200.86 $11.7K - $13.9K
123 $24K
XLU
Utilities Sector Spdr

ETFs
135
+ 45.0%
$67.67 - $80.78 $9.14K - $10.9K
435 $35K
ISRG
Intuitive Surgical Inc

Healthcare
15
+ 10.79%
$416.14 - $494.01 $6.24K - $7.41K
154 $75K
OLN
Olin Corp

Basic Materials
200
+ 6.13%
$40.38 - $50.21 $8.08K - $10K
3.46K $166K
NOW
Service Now, Inc.

Technology
12
+ 400.0%
$730.87 - $937.36 $8.77K - $11.2K
15 $13K
NVO
Novo Nordisk A S

Healthcare
90
+ 225.0%
$119.07 - $145.42 $10.7K - $13.1K
130 $15K
UPS
United Parcel Service Inc

Industrials
79
+ 6.09%
$123.32 - $147.38 $9.74K - $11.6K
1.38K $187K
SAP
Sap Se

Technology
22
+ 12.22%
$197.21 - $231.0 $4.34K - $5.08K
202 $46K
JBL
Jabil Inc

Technology
49
+ 19.22%
$97.55 - $126.65 $4.78K - $6.21K
304 $36K
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 2.91%
$531.86 - $624.21 $1.6K - $1.87K
106 $65K
CCI
Crown Castle International Corp

Real Estate
47
+ 33.57%
$95.29 - $120.24 $4.48K - $5.65K
187 $22K
GRMN
Garmin LTD

Technology
6
+ 0.95%
$161.1 - $183.29 $967 - $1.1K
640 $112K
SHW
Sherwin Williams CO

Basic Materials
1
+ 1.12%
$294.65 - $384.0 $295 - $384
90 $34K
MET
Metlife Inc

Financial Services
57
+ 21.76%
$67.96 - $82.48 $3.87K - $4.7K
319 $26K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
4
+ 0.24%
$50.77 - $57.17 $203 - $229
1.66K $95K
KSS
Kohls Corp

Consumer Cyclical
340
+ 309.09%
$18.62 - $22.79 $6.33K - $7.75K
450 $9K
WEC
Wec Energy Group, Inc.

Utilities
42
+ 26.25%
$77.68 - $96.19 $3.26K - $4.04K
202 $19K
M
Macy'S, Inc.

Consumer Cyclical
400
+ 200.0%
$14.31 - $19.64 $5.72K - $7.86K
600 $9K
AON
Aon PLC

Financial Services
12
+ 36.36%
$293.16 - $351.06 $3.52K - $4.21K
45 $15K
IBLC
Ishares Tr Blockchain & Tech E

ETFs
203
+ 312.31%
$24.34 - $39.0 $4.94K - $7.92K
268 $7K
PANW
Palo Alto Networks Inc

Technology
10
+ 2.13%
$294.18 - $368.01 $2.94K - $3.68K
479 $163K
AZN
Astrazeneca PLC

Healthcare
68
+ 8.83%
$76.67 - $87.62 $5.21K - $5.96K
838 $65K
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.42%
$72.51 - $98.6 $72.5 - $98.6
239 $23K
ZTS
Zoetis Inc.

Healthcare
22
+ 137.5%
$172.58 - $196.48 $3.8K - $4.32K
38 $7K
JPIB
Jpmorgan International Bond Op

ETFs
62
+ 20.95%
$46.96 - $48.73 $2.91K - $3.02K
358 $17K
VOD
Vodafone Group Public LTD CO

Communication Services
254
+ 24.14%
$8.8 - $10.35 $2.24K - $2.63K
1.31K $13K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
40
+ 66.67%
$111.59 - $129.08 $4.46K - $5.16K
100 $11K
KMB
Kimberly Clark Corp

Consumer Defensive
18
+ 14.06%
$135.05 - $148.35 $2.43K - $2.67K
146 $20K
AAL
American Airlines Group Inc.

Industrials
300
+ 16.0%
$11.04 - $11.04 $3.31K - $3.31K
2.18K $24K
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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