Hhm Wealth Advisors, LLC Reduced Holdings in Q3 2025

Hhm Wealth Advisors, LLC

  • $848 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-9.73K
- 23.35%
$211.65 - $238.24 $2.06M - $2.32M
31.9K $7.01M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-37.7K
- 87.33%
$40.94 - $42.85 $1.54M - $1.62M
5.47K $230K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-129K
- 10.26%
$21.69 - $23.34 $2.79M - $3M
1.12M $26.2M
MSTR
Microstrategy Inc

Technology
-46
- 0.26%
$300.7 - $455.9 $13.8K - $21K
18K $5.79M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-71.8K
- 13.78%
$33.13 - $36.31 $2.38M - $2.61M
449K $16.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-69.3K
- 14.34%
$25.29 - $28.33 $1.75M - $1.96M
414K $11.5M
SPMD
Spdr Portfolio

ETFs
-52K
- 6.04%
$54.43 - $58.29 $2.83M - $3.03M
809K $46.3M
ACN
Accenture PLC

Technology
-1.72K
- 82.81%
$232.56 - $304.78 $400K - $524K
357 $88K
LLY
Eli Lilly & CO

Healthcare
-624
- 24.27%
$625.65 - $812.69 $390K - $507K
1.95K $1.49M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.96K
- 16.52%
$100.37 - $100.74 $398K - $399K
20K $2.02M
NFLX
Netflix Inc

Communication Services
-49
- 3.79%
$1147.87 - $1297.18 $56.2K - $63.6K
1.25K $1.49M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
-8.67K
- 83.96%
$22.25 - $22.65 $193K - $196K
1.66K $37K
V
Visa Inc.

Financial Services
-251
- 4.22%
$332.09 - $358.86 $83.4K - $90.1K
5.7K $1.94M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.59K
- 75.15%
$90.83 - $93.81 $144K - $149K
525 $49K
DE
Deere & CO

Industrials
-188
- 17.84%
$457.26 - $524.37 $86K - $98.6K
866 $395K
AMT
American Tower Corp

Real Estate
-301
- 11.57%
$192.32 - $232.35 $57.9K - $69.9K
2.3K $442K
MAA
Mid America Apartment Communities Inc.

Real Estate
-515
- 8.23%
$138.38 - $153.2 $71.3K - $78.9K
5.74K $802K
DXPE
Dxp Enterprises Inc

Industrials
-4.8K
- 33.38%
$89.1 - $125.82 $428K - $604K
9.58K $1.14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.39K
- 11.09%
$78.96 - $80.04 $109K - $111K
11.1K $887K
IYW
Ishares Dj Us Tech ETF

ETFs
-803
- 34.43%
$171.38 - $197.01 $138K - $158K
1.53K $299K
PM
Philip Morris International Inc.

Consumer Defensive
-159
- 4.26%
$157.77 - $183.27 $25.1K - $29.1K
3.58K $580K
PG
Procter & Gamble CO

Consumer Defensive
-131
- 1.11%
$150.47 - $161.22 $19.7K - $21.1K
11.7K $1.79M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.05K
- 84.12%
$82.29 - $90.77 $86.7K - $95.7K
199 $18K
HD
Home Depot, Inc.

Consumer Cyclical
-916
- 12.11%
$357.4 - $423.42 $327K - $388K
6.65K $2.69M
CSM
Proshares Large Cap Core Plus

ETFs
-1.21K
- 42.59%
$70.54 - $76.83 $85.6K - $93.2K
1.64K $125K
OKE
Oneok Inc

Energy
-132
- 1.84%
$71.36 - $83.47 $9.42K - $11K
7.03K $513K
WM
Waste Management Inc

Industrials
-10
- 0.12%
$213.88 - $237.1 $2.14K - $2.37K
8.28K $1.83M
KO
Coca Cola CO

Consumer Defensive
-142
- 1.15%
$65.67 - $71.67 $9.33K - $10.2K
12.2K $806K
MNA
Iq Merger Arbitrage ETF

ETFs
-1.71K
- 79.28%
$35.11 - $36.01 $60K - $61.6K
447 $16K
INTU
Intuit Inc

Technology
-71
- 63.96%
$646.03 - $807.39 $45.9K - $57.3K
40 $27K
UPS
United Parcel Service Inc

Industrials
-149
- 5.66%
$82.58 - $105.54 $12.3K - $15.7K
2.48K $207K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.23K
- 5.08%
$48.31 - $48.93 $59.4K - $60.1K
23K $1.12M
IWS
Ishares Russell Midcap Value E

ETFs
-415
- 84.18%
$132.83 - $140.61 $55.1K - $58.4K
78 $10K
DIS
Walt Disney CO

Communication Services
-12
- 0.22%
$112.25 - $124.0 $1.35K - $1.49K
5.49K $628K
XLV
Select Sector Spdr Fund Health

ETFs
-402
- 37.54%
$129.01 - $139.72 $51.9K - $56.2K
669 $93K
WHR
Whirlpool Corp

Consumer Cyclical
-460
- 69.7%
$77.47 - $110.59 $35.6K - $50.9K
200 $15K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-530
- 8.06%
$136.48 - $142.97 $72.3K - $75.8K
6.05K $846K
UL
Unilever PLC

Consumer Defensive
-651
- 25.16%
$58.43 - $65.01 $38K - $42.3K
1.94K $114K
GS
Goldman Sachs Group Inc

Financial Services
-89
- 27.38%
$696.56 - $806.32 $62K - $71.8K
236 $187K
COF
Capital One Financial Corp

Financial Services
-199
- 12.1%
$207.29 - $229.74 $41.3K - $45.7K
1.45K $307K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-1.1K
- 44.76%
$39.39 - $42.09 $43.2K - $46.2K
1.35K $56K
C
Citigroup Inc

Financial Services
-465
- 88.91%
$85.57 - $103.49 $39.8K - $48.1K
58 $5K
META
Meta Platforms, Inc.

Communication Services
-44
- 3.17%
$695.21 - $791.73 $30.6K - $34.8K
1.35K $988K
IBM
International Business Machines Corp

Technology
-64
- 4.92%
$234.77 - $292.47 $15K - $18.7K
1.24K $349K
ALB
Albemarle Corp

Basic Materials
-641
- 58.75%
$62.9 - $88.1 $40.3K - $56.5K
450 $36K
HUBS
Hubspot Inc

Technology
-2
- 0.58%
$420.79 - $560.9 $842 - $1.12K
343 $160K
JETS
ETF Ser Solutions U S Global J

ETFs
-1.44K
- 40.22%
$23.12 - $26.44 $33.3K - $38.1K
2.14K $52K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-318
- 37.59%
$94.17 - $99.95 $29.9K - $31.8K
528 $52K
CUBE
Cube Smart

Real Estate
-627
- 63.53%
$38.71 - $43.34 $24.3K - $27.2K
360 $14K
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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