Hhm Wealth Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $697 Million distributed in 791 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $134M, Schwab Strategic Tr Us Large C with a value of $90.3M, Schwab Strategic Tr Us Broad M with a value of $89.4M, Spdr Portfolio Short Term Trea with a value of $31.4M, and Spdr Portfolio with a value of $30.8M.
Examining the 13F form we can see an increase of $38.5M in the current position value, from $658M to 697M.
Hhm Wealth Advisors, LLC is based out at Chattanooga, TN
Below you can find more details about Hhm Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$697 Million
ETFs: $584 Million
Technology: $32.4 Million
Financial Services: $16.8 Million
Consumer Cyclical: $16.1 Million
Industrials: $13.9 Million
Healthcare: $10 Million
Consumer Defensive: $6.97 Million
Communication Services: $4.9 Million
Other: $11.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
