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
BK
Bank Of New York Mellon Corp

Financial Services
-26
- 3.74%
$90.65 - $109.75 $2.36K - $2.85K
670 $73K
D
Dominion Energy, Inc

Utilities
-29
- 1.1%
$56.32 - $62.1 $1.63K - $1.8K
2.6K $159K
TJX
Tjx Companies Inc

Consumer Cyclical
-46
- 5.11%
$121.35 - $144.54 $5.58K - $6.65K
855 $123K
WELL
Welltower Inc.

Real Estate
-16
- 2.23%
$150.71 - $178.14 $2.41K - $2.85K
700 $124K
XOM
Exxon Mobil Corp

Energy
-365
- 3.22%
$105.83 - $117.22 $38.6K - $42.8K
11K $1.24M
OLN
Olin Corp

Basic Materials
-200
- 4.85%
$18.23 - $26.93 $3.65K - $5.39K
3.93K $98K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-48
- 4.43%
$195.29 - $223.85 $9.37K - $10.7K
1.04K $229K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-394
- 0.91%
$92.18 - $95.14 $36.3K - $37.5K
42.7K $4.06M
SO
Southern CO

Utilities
-492
- 2.24%
$90.83 - $96.0 $44.7K - $47.2K
21.4K $2.03M
APP
App Lovin Corp

Technology
-3
- 5.45%
$335.1 - $718.54 $1.01K - $2.16K
52 $37K
INTC
Intel Corp

Technology
-2.22K
- 26.46%
$19.31 - $35.5 $42.8K - $78.7K
6.17K $206K
IVV
Ishares Core S&P 500 ETF

ETFs
-230
- 6.39%
$620.67 - $670.08 $143K - $154K
3.37K $2.25M
VBR
Vanguard Small Cap Value ETF

ETFs
-22
- 1.2%
$195.41 - $212.37 $4.3K - $4.67K
1.82K $379K
MHK
Mohawk Industries Inc

Consumer Cyclical
-27
- 2.63%
$107.23 - $139.75 $2.9K - $3.77K
1K $128K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-640
- 0.75%
$20.76 - $21.78 $13.3K - $13.9K
85.1K $1.84M
DUK
Duke Energy Corp

Utilities
-39
- 0.81%
$116.31 - $125.93 $4.54K - $4.91K
4.8K $593K
RF
Regions Financial Corp

Financial Services
-6.8K
- 9.57%
$24.03 - $27.41 $163K - $186K
64.2K $1.69M
DAL
Delta Air Lines, Inc.

Industrials
-580
- 7.85%
$49.0 - $61.97 $28.4K - $35.9K
6.81K $386K
LMT
Lockheed Martin Corp

Industrials
-3
- 0.44%
$410.74 - $499.21 $1.23K - $1.5K
676 $337K
GRMN
Garmin LTD

Technology
-2
- 0.31%
$211.13 - $246.22 $422 - $492
650 $160K
WMT
Walmart Inc.

Consumer Defensive
-773
- 3.87%
$94.4 - $104.27 $73K - $80.6K
19.2K $1.98M
VLO
Valero Energy Corp

Energy
-100
- 7.14%
$131.77 - $175.63 $13.2K - $17.6K
1.3K $221K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-300
- 22.16%
$103.83 - $179.9 $31.1K - $54K
1.05K $188K
VUG
Vanguard Growth ETF

ETFs
-714
- 7.6%
$433.97 - $484.08 $310K - $346K
8.68K $4.16M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-15
- 0.24%
$181.56 - $190.33 $2.72K - $2.85K
6.24K $1.18M
NEE
Nextera Energy Inc

Utilities
-63
- 0.71%
$69.77 - $77.54 $4.4K - $4.89K
8.81K $664K
GLW
Corning Inc

Technology
-37
- 2.05%
$51.6 - $82.03 $1.91K - $3.04K
1.77K $144K
AVGO
Broadcom Inc.

Technology
-195
- 9.18%
$264.74 - $369.57 $51.6K - $72.1K
1.93K $636K
RGLD
Royal Gold Inc

Basic Materials
-6
- 0.26%
$151.42 - $200.58 $909 - $1.2K
2.31K $462K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-3.08K
- 4.23%
$32.11 - $34.92 $98.9K - $108K
69.7K $2.43M
BX
Blackstone Inc.

Financial Services
-177
- 3.9%
$152.77 - $188.68 $27K - $33.4K
4.36K $744K
SFBS
Servis First Bancshares, Inc.

Financial Services
-300
- 0.96%
$76.69 - $89.24 $23K - $26.8K
31K $2.5M
PLTR
Palantir Technologies Inc.

Technology
-1K
- 18.03%
$130.68 - $186.97 $131K - $187K
4.55K $829K
MO
Altria Group, Inc.

Consumer Defensive
-158
- 1.34%
$57.75 - $67.68 $9.12K - $10.7K
11.6K $768K
FNDB
Schwab Fundamental U S Broad M

ETFs
-3.21K
- 3.31%
$23.83 - $25.77 $76.4K - $82.6K
93.5K $2.41M
JNJ
Johnson & Johnson

Healthcare
-322
- 6.51%
$155.17 - $185.42 $50K - $59.7K
4.63K $857K
MU
Micron Technology Inc

Technology
-18
- 0.63%
$104.88 - $168.89 $1.89K - $3.04K
2.86K $477K
RMBS
Rambus Inc

Technology
-29
- 0.86%
$62.85 - $107.38 $1.82K - $3.11K
3.34K $347K
CMI
Cummins Inc

Industrials
-4
- 0.27%
$327.85 - $426.39 $1.31K - $1.71K
1.49K $629K
JPM
Jpmorgan Chase & CO

Financial Services
-245
- 2.39%
$282.78 - $316.06 $69.3K - $77.4K
10K $3.15M
STRL
Sterling Construction CO Inc

Industrials
-11
- 0.63%
$222.54 - $371.84 $2.45K - $4.09K
1.74K $591K
MSFT
Microsoft Corp

Technology
-215
- 0.9%
$491.09 - $535.64 $106K - $115K
23.8K $12.3M
NSC
Norfolk Southern Corp

Industrials
-46
- 0.46%
$259.49 - $300.41 $11.9K - $13.8K
9.85K $2.96M
CAT
Caterpillar Inc

Industrials
-123
- 2.09%
$390.92 - $477.15 $48.1K - $58.7K
5.76K $2.75M
NVDA
Nvidia Corp

Technology
-623
- 2.57%
$153.3 - $186.58 $95.5K - $116K
23.6K $4.41M
GOOG
Alphabet Inc.

Communication Services
-218
- 2.14%
$175.16 - $255.24 $38.2K - $55.6K
9.96K $2.43M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.12K
- 0.22%
$28.15 - $30.13 $31.5K - $33.7K
498K $14.8M
GOOGL
Alphabet Inc.

Communication Services
-907
- 5.93%
$174.36 - $254.72 $158K - $231K
14.4K $3.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-102K
- 1.97%
$26.38 - $27.95 $2.7M - $2.86M
5.09M $139M
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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