Hhm Wealth Advisors, LLC Sells in Q3 2025

Hhm Wealth Advisors, LLC

  • $848 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ED
Consolidated Edison Inc

Utilities
-275
- 18.97%
$95.57 - $105.36 $26.3K - $29K
1.18K $118K
TDG
Trans Digm Group Inc

Industrials
-2
- 1.68%
$1271.04 - $1620.83 $2.54K - $3.24K
117 $154K
CRWD
Crowd Strike Holdings, Inc.

Technology
-5
- 0.43%
$412.46 - $514.1 $2.06K - $2.57K
1.17K $571K
IDV
Ishares Tr

ETFs
-715
- 85.83%
$34.54 - $37.28 $24.7K - $26.7K
118 $4K
ISRG
Intuitive Surgical Inc

Healthcare
-15
- 8.88%
$433.66 - $544.47 $6.5K - $8.17K
154 $68K
BMY
Bristol Myers Squibb CO

Healthcare
-466
- 23.97%
$43.31 - $48.98 $20.2K - $22.8K
1.48K $66K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-18
- 1.77%
$196.15 - $217.83 $3.53K - $3.92K
1K $201K
UA
Under Armour Inc Cl C

Consumer Cyclical
-2.91K
- 74.45%
$4.66 - $6.93 $13.6K - $20.2K
1K $4K
PANW
Palo Alto Networks Inc

Technology
-82
- 8.37%
$167.06 - $208.19 $13.7K - $17.1K
898 $182K
EXR
Extra Space Storage Inc.

Real Estate
-88
- 10.23%
$134.36 - $152.88 $11.8K - $13.5K
772 $108K
DEO
Diageo PLC

Consumer Defensive
-150
- 45.45%
$93.64 - $115.33 $14K - $17.3K
180 $17K
SYY
Sysco Corp

Consumer Defensive
-233
- 41.09%
$76.33 - $82.51 $17.8K - $19.2K
334 $27K
GIS
General Mills Inc

Consumer Defensive
-200
- 6.55%
$48.44 - $53.83 $9.69K - $10.8K
2.85K $143K
AL
Air Lease Corp

Industrials
-270
- 50.0%
$54.35 - $64.28 $14.7K - $17.4K
270 $17K
SPGI
S&P Global Inc.

Financial Services
-7
- 2.86%
$484.94 - $564.15 $3.39K - $3.95K
238 $115K
SCHW
Schwab Charles Corp

Financial Services
-336
- 7.81%
$91.03 - $98.69 $30.6K - $33.2K
3.97K $378K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.18K
- 2.04%
$22.9 - $23.58 $27K - $27.8K
56.8K $1.33M
PECO
Phillips Edison & Company, Inc.

Real Estate
-350
- 31.82%
$33.04 - $36.15 $11.6K - $12.7K
750 $25K
ICE
Intercontinental Exchange, Inc.

Financial Services
-68
- 77.27%
$167.28 - $188.45 $11.4K - $12.8K
20 $3K
O
Realty Income Corp

Real Estate
-744
- 7.17%
$56.13 - $60.79 $41.8K - $45.2K
9.64K $585K
LAMR
Lamar Advertising CO

Real Estate
-110
- 42.31%
$114.98 - $128.82 $12.6K - $14.2K
150 $18K
ABT
Abbott Laboratories

Healthcare
-7
- 0.13%
$120.51 - $136.62 $844 - $956
5.5K $737K
DKNG
Draft Kings Inc.

Consumer Cyclical
-100
- 6.35%
$37.4 - $48.23 $3.74K - $4.82K
1.48K $55K
FHN
First Horizon Corp

Financial Services
-2.1K
- 8.44%
$21.16 - $23.23 $44.5K - $48.9K
22.8K $516K
IRM
Iron Mountain Inc

Real Estate
-100
- 6.93%
$89.46 - $104.46 $8.95K - $10.4K
1.34K $137K
SYK
Stryker Corp

Healthcare
-7
- 2.63%
$368.57 - $403.53 $2.58K - $2.82K
259 $95K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-105
- 0.45%
N/A
23K $1.97M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-185
- 15.48%
$25.09 - $33.65 $4.64K - $6.23K
1.01K $26K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-5
- 4.39%
$159.87 - $247.68 $799 - $1.24K
109 $19K
NOW
Service Now, Inc.

Technology
-6
- 27.27%
$850.86 - $1044.69 $5.11K - $6.27K
16 $14K
CE
Celanese Corp

Basic Materials
-90
- 37.66%
$39.94 - $62.39 $3.59K - $5.62K
149 $6K
CVX
Chevron Corp

Energy
-322
- 9.01%
$145.57 - $161.83 $46.9K - $52.1K
3.25K $504K
TT
Trane Technologies PLC

Industrials
-9
- 5.45%
$398.96 - $472.54 $3.59K - $4.25K
156 $65K
DNP
Dnp Select Income Fund Inc

Financial Services
-1K
- 7.79%
$9.65 - $10.02 $9.65K - $10K
11.8K $118K
CTAS
Cintas Corp

Industrials
-12
- 5.66%
$199.29 - $226.27 $2.39K - $2.72K
200 $41K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-540
- 50.0%
$11.15 - $11.87 $6.02K - $6.41K
540 $6K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-34
- 6.43%
$65.64 - $78.22 $2.23K - $2.66K
495 $33K
ADP
Automatic Data Processing Inc

Industrials
-14
- 10.07%
$288.69 - $310.94 $4.04K - $4.35K
125 $36K
CRM
Salesforce, Inc.

Technology
-18
- 51.43%
$231.66 - $273.65 $4.17K - $4.93K
17 $4K
OXY
Occidental Petroleum Corp

Energy
-162
- 34.54%
$42.54 - $48.1 $6.89K - $7.79K
307 $14K
PGR
Progressive Corp

Financial Services
-16
- 47.06%
$238.61 - $264.3 $3.82K - $4.23K
18 $4K
OMC
Omnicom Group Inc.

Communication Services
-90
- 23.08%
$70.41 - $81.53 $6.34K - $7.34K
300 $24K
GILD
Gilead Sciences, Inc.

Healthcare
-39
- 11.11%
$108.22 - $120.47 $4.22K - $4.7K
312 $34K
CPRT
Copart Inc

Consumer Cyclical
-35
- 6.54%
$44.6 - $49.97 $1.56K - $1.75K
500 $22K
CB
Chubb LTD

Financial Services
-12
- 6.7%
$265.99 - $289.59 $3.19K - $3.48K
167 $47K
MMM
3 M CO

Industrials
-22
- 9.24%
$144.41 - $160.2 $3.18K - $3.52K
216 $33K
DVY
Ishares Tr

ETFs
-30
- 24.39%
$133.88 - $142.57 $4.02K - $4.28K
93 $13K
KR
Kroger CO

Consumer Defensive
-14
- 2.9%
$64.52 - $74.35 $903 - $1.04K
469 $31K
CTVA
Corteva, Inc.

Basic Materials
-18
- 12.0%
$67.08 - $77.12 $1.21K - $1.39K
132 $8K
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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