Hhm Wealth Advisors, LLC Reduced Holdings in Q2 2024

Hhm Wealth Advisors, LLC

  • $658 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-23.6K
- 11.71%
$75.69 - $81.19 $1.79M - $1.92M
178K $13.9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.4K
- 2.3%
$45.24 - $49.04 $244K - $265K
229K $10.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-7.16K
- 12.96%
$79.92 - $84.63 $572K - $606K
48K $4.03M
RF
Regions Financial Corp

Financial Services
-14.4K
- 12.59%
$18.19 - $20.69 $262K - $297K
99.8K $2M
BBAX
J P Morgan Betabuilders Develo

ETFs
-8.05K
- 88.31%
$45.57 - $50.69 $367K - $408K
1.07K $51K
JPUS
Jpmorgan Diversified Return Us

ETFs
-2.78K
- 10.39%
$105.76 - $111.62 $294K - $310K
24K $2.62M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-10.1K
- 90.76%
$35.59 - $36.41 $358K - $367K
1.03K $37K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-5.63K
- 8.42%
$45.15 - $46.21 $254K - $260K
61.3K $2.8M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-8.03K
- 91.79%
$34.76 - $35.57 $279K - $285K
718 $25K
VIG
Vanguard Dividend Appreciation

ETFs
-1.51K
- 2.12%
$173.33 - $185.29 $261K - $279K
69.5K $12.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.02K
- 26.05%
$95.11 - $97.92 $192K - $198K
5.74K $557K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.81K
- 14.33%
$49.55 - $50.44 $189K - $192K
22.8K $1.14M
VUG
Vanguard Growth ETF

ETFs
-1.03K
- 13.21%
$322.46 - $377.11 $331K - $387K
6.75K $2.52M
FNDB
Schwab Fundamental U S Broad M

ETFs
-1.83K
- 4.47%
$62.66 - $66.26 $114K - $121K
39K $2.56M
CSCO
Cisco Systems, Inc.

Technology
-1.83K
- 9.48%
$45.52 - $50.04 $83.5K - $91.8K
17.5K $831K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-4.64K
- 5.09%
$18.53 - $20.2 $86K - $93.7K
86.5K $1.73M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.53K
- 6.65%
$46.84 - $47.46 $118K - $120K
35.5K $1.68M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.51K
- 9.81%
$76.35 - $77.35 $115K - $116K
13.9K $1.07M
FNDA
Schwab Fundamental U S Small C

ETFs
-225
- 0.52%
$52.82 - $57.21 $11.9K - $12.9K
42.9K $2.36M
RWO
Spdr Dow Jones Global Real Est

ETFs
-610
- 1.56%
$39.55 - $42.66 $24.1K - $26K
38.6K $1.6M
PLD
Prologis, Inc.

Real Estate
-567
- 98.27%
$101.88 - $127.92 $57.8K - $72.5K
10 $1K
AMT
American Tower Corp

Real Estate
-364
- 39.78%
$171.0 - $200.41 $62.2K - $72.9K
551 $107K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-435
- 6.94%
$114.71 - $121.51 $49.9K - $52.9K
5.84K $692K
ICE
Intercontinental Exchange, Inc.

Financial Services
-480
- 88.56%
$126.54 - $138.72 $60.7K - $66.6K
62 $8K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-402
- 0.95%
$35.73 - $39.2 $14.4K - $15.8K
41.9K $1.61M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-563
- 2.55%
$100.29 - $100.75 $56.5K - $56.7K
21.5K $2.17M
AAL
American Airlines Group Inc.

Industrials
-3.13K
- 62.54%
$11.12 - $15.41 $34.8K - $48.2K
1.88K $21K
UNP
Union Pacific Corp

Industrials
-28
- 1.17%
$221.38 - $247.4 $6.2K - $6.93K
2.37K $536K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-100
- 1.49%
$159.21 - $168.37 $15.9K - $16.8K
6.6K $1.08M
NVO
Novo Nordisk A S

Healthcare
-390
- 90.7%
$122.71 - $146.91 $47.9K - $57.3K
40 $5K
ABT
Abbott Laboratories

Healthcare
-149
- 4.13%
$100.73 - $112.44 $15K - $16.8K
3.46K $359K
MRK
Merck & Co., Inc.

Healthcare
-110
- 2.55%
$123.8 - $132.96 $13.6K - $14.6K
4.21K $520K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-516
- 9.95%
$71.74 - $75.86 $37K - $39.1K
4.67K $345K
NKE
Nike, Inc.

Consumer Cyclical
-77
- 3.56%
$75.37 - $97.18 $5.8K - $7.48K
2.09K $157K
MA
Mastercard Inc

Financial Services
-39
- 5.79%
$441.1 - $479.43 $17.2K - $18.7K
634 $279K
IVV
Ishares Core S&P 500 ETF

ETFs
-217
- 6.16%
$497.53 - $549.64 $108K - $119K
3.31K $1.81M
DE
Deere & CO

Industrials
-28
- 3.35%
$364.98 - $414.02 $10.2K - $11.6K
809 $302K
PEP
Pepsico Inc

Consumer Defensive
-113
- 5.72%
$163.33 - $183.11 $18.5K - $20.7K
1.86K $307K
SHEL
Shell PLC

Energy
-565
- 92.62%
$67.92 - $74.17 $38.4K - $41.9K
45 $3K
FNDC
Schwab Fundamental Intl Small

ETFs
-756
- 9.55%
$33.97 - $36.16 $25.7K - $27.3K
7.16K $248K
PSA
Public Storage

Real Estate
-101
- 78.91%
$257.73 - $293.34 $26K - $29.6K
27 $7K
CCI
Crown Castle International Corp

Real Estate
-249
- 64.01%
$93.05 - $104.26 $23.2K - $26K
140 $13K
SAP
Sap Se

Technology
-142
- 44.1%
$175.77 - $201.71 $25K - $28.6K
180 $36K
MET
Metlife Inc

Financial Services
-324
- 55.29%
$68.55 - $74.22 $22.2K - $24K
262 $18K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-250
- 7.08%
$76.09 - $82.16 $19K - $20.5K
3.28K $256K
DLR
Digital Realty Trust, Inc.

Real Estate
-168
- 66.4%
$135.75 - $152.05 $22.8K - $25.5K
85 $12K
COP
Conocophillips

Energy
-168
- 43.19%
$109.39 - $133.52 $18.4K - $22.4K
221 $25K
AZN
Astrazeneca PLC

Healthcare
-462
- 37.5%
$66.81 - $80.83 $30.9K - $37.3K
770 $60K
HSBC
Hsbc Holdings PLC

Financial Services
-593
- 78.96%
$39.31 - $45.4 $23.3K - $26.9K
158 $6K
Activity Summary
Buys All Purchases 327 New Holdings 134 Increased Positions 193 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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