Hhm Wealth Advisors, LLC Sells in Q3 2024

Hhm Wealth Advisors, LLC

  • $697 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVZ
Invesco Ltd.

Financial Services
-1.7K
- 41.46%
$14.85 - $17.74 $25.2K - $30.2K
2.4K $42K
SQ
Block, Inc.

Technology
-295
- 49.75%
$57.21 - $72.07 $16.9K - $21.3K
298 $20K
DIS
Walt Disney CO

Communication Services
-117
- 6.39%
$85.6 - $98.61 $10K - $11.5K
1.71K $164K
DXPE
Dxp Enterprises Inc

Industrials
-3.67K
- 15.25%
$43.61 - $55.0 $160K - $202K
20.4K $1.09M
VGT
Vanguard Information Technolog

ETFs
-34
- 8.4%
$514.43 - $606.85 $17.5K - $20.6K
371 $217K
PECO
Phillips Edison & Company, Inc.

Real Estate
-731
- 33.33%
$32.1 - $38.93 $23.5K - $28.5K
1.46K $55K
GPC
Genuine Parts CO

Consumer Cyclical
-125
- 7.91%
$131.04 - $147.11 $16.4K - $18.4K
1.46K $203K
FLNG
Flex Lng Ltd.

Energy
-450
- 25.71%
$25.02 - $27.61 $11.3K - $12.4K
1.3K $33K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-180
- 20.59%
$103.09 - $113.83 $18.6K - $20.5K
694 $77K
DTM
Dt Midstream, Inc.

Energy
-230
- 51.11%
$69.34 - $79.28 $15.9K - $18.2K
220 $17K
EPD
Enterprise Products Partners L.P.

Energy
-500
- 3.73%
$27.88 - $30.0 $13.9K - $15K
12.9K $375K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-660
- 17.02%
$34.95 - $39.2 $23.1K - $25.9K
3.22K $125K
ENB
Enbridge Inc

Energy
-608
- 23.77%
$35.27 - $41.18 $21.4K - $25K
1.95K $79K
IEFA
Ishares Tr

ETFs
-220
- 23.58%
$70.09 - $78.74 $15.4K - $17.3K
713 $55K
CVS
Cvs Health Corp

Healthcare
-286
- 15.16%
$55.81 - $63.18 $16K - $18.1K
1.6K $100K
FANG
Diamondback Energy, Inc.

Energy
-25
- 12.5%
$168.46 - $210.94 $4.21K - $5.27K
175 $30K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-140
- 15.47%
$101.72 - $112.94 $14.2K - $15.8K
765 $86K
ED
Consolidated Edison Inc

Utilities
-350
- 18.92%
$88.42 - $104.97 $30.9K - $36.7K
1.5K $156K
IEMG
Ishares Inc

ETFs
-184
- 49.6%
$53.64 - $53.64 $9.87K - $9.87K
187 $10K
EQR
Equity Residential

Real Estate
-150
- 27.27%
$67.19 - $78.09 $10.1K - $11.7K
400 $29K
TPL
Texas Pacific Land Corp

Energy
-15
- 50.0%
$724.86 - $952.13 $10.9K - $14.3K
15 $13K
INTU
Intuit Inc

Technology
-10
- 16.67%
$602.97 - $670.49 $6.03K - $6.7K
50 $31K
KLAC
Kla Corp

Technology
-5
- 6.94%
$696.17 - $892.35 $3.48K - $4.46K
67 $51K
HON
Honeywell International Inc

Industrials
-8
- 0.78%
$196.73 - $220.21 $1.57K - $1.76K
1.02K $211K
NEP
Nextera Energy Partners, LP

Utilities
-300
- 66.67%
$23.83 - $28.64 $7.15K - $8.59K
150 $4K
BAC
Bank Of America Corp

Financial Services
-144
- 0.88%
$36.65 - $44.13 $5.28K - $6.35K
16.2K $641K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-176
- 17.6%
$53.41 - $57.9 $9.4K - $10.2K
824 $47K
FLO
Flowers Foods Inc

Consumer Defensive
-450
- 12.88%
$21.44 - $23.77 $9.65K - $10.7K
3.04K $70K
CAH
Cardinal Health Inc

Healthcare
-100
- 28.57%
$93.74 - $114.66 $9.37K - $11.5K
250 $27K
IBB
Ishares Biotechnology ETF

ETFs
-42
- 35.9%
$135.09 - $149.47 $5.67K - $6.28K
75 $10K
PRT
Perm Rock Royalty Trust

Energy
-1.5K
- 25.86%
$3.77 - $4.4 $5.66K - $6.6K
4.3K $16K
GPN
Global Payments Inc

Industrials
-100
- 12.5%
$92.66 - $112.97 $9.27K - $11.3K
700 $71K
HPQ
Hp Inc

Technology
-189
- 40.3%
$32.02 - $38.11 $6.05K - $7.2K
280 $10K
CVLG
Covenant Logistics Group, Inc.

Industrials
-150
- 39.47%
$47.57 - $56.04 $7.14K - $8.41K
230 $12K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-50
- 4.05%
$152.9 - $180.39 $7.65K - $9.02K
1.19K $206K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-61
- 49.59%
$84.81 - $93.54 $5.17K - $5.71K
62 $5K
VGR
Vector Group LTD

Consumer Defensive
-1.06K
- 40.92%
$10.5 - $15.17 $11.2K - $16.1K
1.54K $22K
CRM
Salesforce, Inc.

Technology
-16
- 48.48%
$238.42 - $276.53 $3.81K - $4.42K
17 $4K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-265
- 8.08%
$75.32 - $84.37 $20K - $22.4K
3.01K $252K
BMY
Bristol Myers Squibb CO

Healthcare
-666
- 22.07%
$39.66 - $51.75 $26.4K - $34.5K
2.35K $121K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.42K
- 23.52%
$27.14 - $35.2 $38.5K - $50K
4.62K $161K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-300
- 33.33%
$9.19 - $11.08 $2.76K - $3.32K
600 $5K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-21
- 45.65%
$156.14 - $187.2 $3.28K - $3.93K
25 $4K
PSEC
Prospect Capital Corp

Financial Services
-300
- 5.29%
$4.75 - $5.6 $1.43K - $1.68K
5.37K $28K
PRU
Prudential Financial Inc

Financial Services
-51
- 7.5%
$105.53 - $127.32 $5.38K - $6.49K
629 $76K
SLV
I Shares Silver Trust

ETFs
-200
- 12.9%
$24.33 - $29.38 $4.87K - $5.88K
1.35K $38K
BITF
Bitfarms LTD

Financial Services
-1.3K
- 89.99%
$1.79 - $2.97 $2.33K - $3.87K
145 $0
COP
Conocophillips

Energy
-11
- 4.98%
$102.3 - $116.61 $1.13K - $1.28K
210 $22K
GM
General Motors CO

Consumer Cyclical
-29
- 2.15%
$39.95 - $49.9 $1.16K - $1.45K
1.32K $59K
Activity Summary
Buys All Purchases 190 New Holdings 60 Increased Positions 130 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
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