Hhm Wealth Advisors, LLC Incresed Positions in Q4 2024

Hhm Wealth Advisors, LLC

  • $728 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GPK
Graphic Packaging Holding CO

Consumer Cyclical
26
+ 4.19%
$26.79 - $30.35 $697 - $789
646 $17K
VICI
Vici Properties Inc.

Real Estate
3
+ 1.36%
$28.27 - $33.19 $84.8 - $99.6
224 $6K
XLE
Energy Sector Spdr

ETFs
1
+ 1.25%
$83.32 - $97.27 $83.3 - $97.3
81 $6K
EFX
Equifax Inc

Industrials
7
+ 8.43%
$245.03 - $293.5 $1.72K - $2.05K
90 $22K
SHW
Sherwin Williams CO

Basic Materials
7
+ 7.78%
$338.75 - $399.71 $2.37K - $2.8K
97 $32K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
43
+ 1.09%
$11.42 - $12.5 $491 - $538
4K $46K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
99
+ 2.14%
$8.17 - $8.66 $809 - $857
4.73K $38K
CMCSA
Comcast Corp

Communication Services
2
+ 0.29%
$37.39 - $45.14 $74.8 - $90.3
688 $25K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
32
+ 2.13%
$16.2 - $18.98 $518 - $607
1.54K $25K
DOV
Dover Corp

Industrials
5
+ 0.32%
$184.72 - $206.51 $924 - $1.03K
1.56K $293K
OMC
Omnicom Group Inc.

Communication Services
5
+ 1.67%
$85.82 - $105.47 $429 - $527
305 $26K
CCI
Crown Castle International Corp

Real Estate
1
+ 0.53%
$89.78 - $119.11 $89.8 - $119
188 $17K
EHC
Encompass Health Corp

Healthcare
3
+ 0.19%
$92.35 - $103.77 $277 - $311
1.6K $148K
KO
Coca Cola CO

Consumer Defensive
1.31K
+ 14.35%
$61.74 - $71.71 $81.1K - $94.2K
10.5K $651K
NXPI
Nxp Semiconductors N.V.

Technology
7
+ 2.31%
$207.27 - $255.58 $1.45K - $1.79K
310 $64K
CGNX
Cognex Corp

Technology
1
+ 0.05%
$35.61 - $43.05 $35.6 - $43.1
1.82K $65K
D
Dominion Energy, Inc

Utilities
30
+ 1.04%
$52.63 - $60.92 $1.58K - $1.83K
2.92K $157K
QCOM
Qualcomm Inc

Technology
78
+ 4.4%
$150.4 - $178.04 $11.7K - $13.9K
1.85K $284K
TDG
Trans Digm Group Inc

Industrials
2
+ 1.71%
$1239.0 - $1442.53 $2.48K - $2.89K
119 $150K
LMT
Lockheed Martin Corp

Industrials
87
+ 14.55%
$479.66 - $614.62 $41.7K - $53.5K
685 $332K
FNDA
Schwab Fundamental U S Small C

ETFs
42.5K
+ 99.08%
$29.26 - $59.11 $1.24M - $2.51M
85.4K $2.54M
IRM
Iron Mountain Inc

Real Estate
9
+ 0.62%
$101.62 - $128.14 $915 - $1.15K
1.47K $154K
RGLD
Royal Gold Inc

Basic Materials
6
+ 0.24%
$131.05 - $154.26 $786 - $926
2.47K $325K
TSCO
Tractor Supply CO

Consumer Cyclical
5.36K
+ 416.95%
$52.59 - $303.74 $282K - $1.63M
6.65K $352K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.83K
+ 189.12%
$25.79 - $80.4 $228K - $710K
13.5K $351K
ODFL
Old Dominion Freight Line, Inc.

Industrials
11
+ 0.95%
$176.4 - $231.84 $1.94K - $2.55K
1.17K $206K
CARR
Carrier Global Corp

Industrials
39
+ 1.74%
$66.69 - $82.65 $2.6K - $3.22K
2.28K $155K
MAA
Mid America Apartment Communities Inc.

Real Estate
1
+ 0.02%
$149.17 - $165.2 $149 - $165
6.26K $966K
DUK
Duke Energy Corp

Utilities
76
+ 1.59%
$105.76 - $120.76 $8.04K - $9.18K
4.87K $524K
PSX
Phillips 66

Energy
9
+ 0.45%
$110.35 - $138.93 $993 - $1.25K
2.02K $229K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
147
+ 2.29%
$131.66 - $144.0 $19.4K - $21.2K
6.58K $868K
MPC
Marathon Petroleum Corp

Energy
21
+ 0.97%
$131.65 - $174.84 $2.76K - $3.67K
2.19K $305K
AMGN
Amgen Inc

Healthcare
50
+ 4.14%
$258.78 - $328.31 $12.9K - $16.4K
1.26K $327K
FNDB
Schwab Fundamental U S Broad M

ETFs
65.5K
+ 193.78%
$23.07 - $70.32 $1.51M - $4.6M
99.3K $2.31M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
37.1K
+ 101.08%
$22.63 - $47.53 $839K - $1.76M
73.7K $1.67M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
343K
+ 198.39%
$27.54 - $83.04 $9.45M - $28.5M
516K $14.3M
NSC
Norfolk Southern Corp

Industrials
87
+ 0.9%
$230.6 - $277.0 $20.1K - $24.1K
9.74K $2.29M
NEE
Nextera Energy Inc

Utilities
66
+ 0.73%
$69.77 - $85.43 $4.6K - $5.64K
9.11K $653K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.09K
+ 3.53%
$20.55 - $23.26 $63.5K - $71.9K
90.8K $1.91M
CAT
Caterpillar Inc

Industrials
81
+ 1.37%
$360.37 - $416.88 $29.2K - $33.8K
5.98K $2.17M
SO
Southern CO

Utilities
249
+ 1.13%
$81.5 - $94.15 $20.3K - $23.4K
22.3K $1.84M
LLY
Eli Lilly & CO

Healthcare
65
+ 2.63%
$727.2 - $932.06 $47.3K - $60.6K
2.54K $1.96M
HCA
Hca Healthcare, Inc.

Healthcare
6
+ 0.13%
$297.52 - $415.61 $1.79K - $2.49K
4.55K $1.37M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
20.3K
+ 3.26%
$43.84 - $48.76 $890K - $990K
642K $28.3M
FNDF
Schwab Fundamental Intl Large

ETFs
8.91K
+ 3.18%
$32.92 - $37.15 $293K - $331K
289K $9.59M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.29M
+ 207.29%
$26.93 - $84.95 $88.5M - $279M
4.87M $133M
FNDE
Schwab Fundamental Emerging Mk

ETFs
11K
+ 2.22%
$28.89 - $33.95 $318K - $374K
508K $14.8M
VNQ
Vanguard Specialized Funds Van

ETFs
8.86K
+ 3.45%
$87.85 - $98.6 $779K - $874K
266K $23.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
611K
+ 105.32%
$18.41 - $40.87 $11.2M - $25M
1.19M $22M
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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