Hhm Wealth Advisors, LLC Reduced Holdings in Q4 2024

Hhm Wealth Advisors, LLC

  • $728 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SFBS
Servis First Bancshares, Inc.

Financial Services
-8.19K
- 18.91%
$77.34 - $99.0 $634K - $811K
35.1K $2.98M
RWO
Spdr Dow Jones Global Real Est

ETFs
-4.51K
- 11.74%
$42.41 - $47.31 $191K - $213K
33.9K $1.45M
RF
Regions Financial Corp

Financial Services
-14.2K
- 15.69%
$22.45 - $27.47 $318K - $389K
76.2K $1.79M
UBER
Uber Technologies, Inc

Technology
-1.5K
- 9.92%
$59.93 - $86.34 $89.9K - $130K
13.6K $821K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-584
- 21.92%
$481.22 - $538.17 $281K - $314K
2.08K $1.06M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-510
- 0.64%
$27.88 - $30.51 $14.2K - $15.6K
79.2K $2.21M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.47K
- 9.65%
N/A
23.1K $1.98M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-447
- 14.39%
$521.84 - $558.82 $233K - $250K
2.66K $1.43M
JPUS
Jpmorgan Diversified Return Us

ETFs
-679
- 2.96%
$114.05 - $123.77 $77.4K - $84K
22.3K $2.54M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-675
- 1.64%
$40.06 - $45.21 $27K - $30.5K
40.5K $1.65M
VRIG
Invesco Actively Managed ETF F

ETFs
-6.72K
- 27.16%
$25.06 - $25.2 $168K - $169K
18K $452K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.84K
- 32.63%
$74.5 - $78.37 $137K - $144K
3.79K $283K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-485
- 1.08%
$88.59 - $94.57 $43K - $45.9K
44.6K $3.96M
JPIN
Jp Morgan Diversified Return I

ETFs
-1.56K
- 14.59%
$53.56 - $59.9 $83.4K - $93.3K
9.12K $488K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.24K
- 86.63%
$47.29 - $84.74 $153K - $275K
500 $37K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.12K
- 20.13%
$96.64 - $101.23 $108K - $114K
4.45K $431K
O
Realty Income Corp

Real Estate
-18
- 0.17%
$51.76 - $64.71 $932 - $1.16K
10.7K $570K
CINF
Cincinnati Financial Corp

Financial Services
-825
- 40.54%
$132.86 - $160.16 $110K - $132K
1.21K $173K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.51K
- 4.43%
$47.58 - $48.56 $71.8K - $73.3K
32.5K $1.55M
BA
Boeing CO

Industrials
-714
- 73.16%
$138.14 - $180.72 $98.6K - $129K
262 $46K
GE
General Electric CO

Industrials
-41
- 1.15%
$159.95 - $194.23 $6.56K - $7.96K
3.51K $585K
PM
Philip Morris International Inc.

Consumer Defensive
-583
- 12.19%
$118.38 - $133.06 $69K - $77.6K
4.2K $505K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-578
- 2.36%
$100.16 - $100.7 $57.9K - $58.2K
23.9K $2.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-124
- 13.6%
$567.81 - $607.81 $70.4K - $75.4K
788 $461K
XLC
Select Sector Spdr Tr Communic

ETFs
-730
- 46.17%
$89.66 - $102.16 $65.5K - $74.6K
851 $82K
MDT
Medtronic PLC

Healthcare
-317
- 9.49%
$79.61 - $92.24 $25.2K - $29.2K
3.02K $241K
CATH
Global X Fds Global X S&P 500

ETFs
-875
- 19.18%
$68.5 - $73.81 $59.9K - $64.6K
3.69K $261K
XLI
Industrial Sector Spdr

ETFs
-393
- 66.27%
$131.76 - $143.99 $51.8K - $56.6K
200 $26K
PDI
Pimco Dynamic Income Fund

Financial Services
-2.3K
- 52.09%
$18.33 - $20.85 $42.2K - $48K
2.12K $38K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-323
- 7.54%
$67.29 - $73.38 $21.7K - $23.7K
3.96K $269K
CB
Chubb LTD

Financial Services
-148
- 45.26%
$271.57 - $301.89 $40.2K - $44.7K
179 $49K
NKE
Nike, Inc.

Consumer Cyclical
-222
- 10.71%
$73.36 - $89.13 $16.3K - $19.8K
1.85K $140K
TGT
Target Corp

Consumer Defensive
-10
- 0.51%
$121.59 - $160.69 $1.22K - $1.61K
1.96K $264K
CVS
Cvs Health Corp

Healthcare
-294
- 18.38%
$43.78 - $67.46 $12.9K - $19.8K
1.31K $58K
DNP
Dnp Select Income Fund Inc

Financial Services
-1.8K
- 10.15%
$8.82 - $9.96 $15.9K - $17.9K
15.9K $140K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-550
- 6.03%
$35.89 - $39.51 $19.7K - $21.7K
8.57K $311K
ESGR
Enstar Group LTD

Financial Services
-100
- 38.02%
$319.78 - $326.85 $32K - $32.7K
163 $52K
GD
General Dynamics Corp

Industrials
-10
- 1.32%
$260.28 - $314.03 $2.6K - $3.14K
750 $197K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-150
- 9.04%
$176.42 - $186.91 $26.5K - $28K
1.51K $268K
AFL
Aflac Inc

Financial Services
-183
- 22.21%
$100.37 - $115.27 $18.4K - $21.1K
641 $66K
MMM
3 M CO

Industrials
-153
- 36.78%
$124.74 - $137.12 $19.1K - $21K
263 $33K
VXF
Vanguard Extended Market ETF

ETFs
-131
- 27.12%
$179.17 - $207.15 $23.5K - $27.1K
352 $66K
SIMO
Silicon Motion Technology Corp

Technology
-200
- 13.89%
$51.13 - $61.14 $10.2K - $12.2K
1.24K $67K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-150
- 3.25%
$30.42 - $36.45 $4.56K - $5.47K
4.47K $142K
TECK
Teck Resources LTD

Basic Materials
-50
- 4.0%
$39.99 - $52.38 $2K - $2.62K
1.2K $48K
FLNG
Flex Lng Ltd.

Energy
-600
- 46.15%
$21.13 - $26.93 $12.7K - $16.2K
700 $16K
F
Ford Motor CO

Consumer Cyclical
-1.09K
- 18.08%
$9.69 - $11.4 $10.6K - $12.4K
4.94K $48K
PATH
Ui Path, Inc.

Technology
-1.15K
- 95.04%
$11.95 - $15.5 $13.7K - $17.8K
60 $0
IVE
Ishares S&P 500 Value ETF

ETFs
-65
- 20.5%
$189.5 - $206.17 $12.3K - $13.4K
252 $48K
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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