Hhm Wealth Advisors, LLC Portfolio Holdings

Hhm Wealth Advisors, LLC

  • $697 Million
  • Q3 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$85B
$7,000 0.0% of portfolio
500
Q2 2024 New
$89.5B
$16,000 0.0% of portfolio
31
Q3 2024 Reduced 6.06%
$17.6B
$31,000 0.0% of portfolio
300
Q4 2023 New
$68.6B
$4,000 0.0% of portfolio
16
Q3 2024 New
$35B
$4,000 0.0% of portfolio
75
Q4 2021 New
$52.8B
$9,000 0.0% of portfolio
27
Q2 2024 Reduced 78.91%
$25.2B
$20,000 0.0% of portfolio
140
Q3 2024 New
$31B
$3,000 0.0% of portfolio
52
Q3 2024 New
$20.5B
$1,000 0.0% of portfolio
39
Q1 2024 Added 2.63%
$76.6B
$21,000 0.0% of portfolio
20
Q4 2021 Reduced 86.21%
$88B
$19,000 0.0% of portfolio
406
Q2 2024 Reduced 39.13%
$51.9B
$13,000 0.0% of portfolio
85
Q2 2024 Reduced 66.4%
$78.4B
$4,000 0.0% of portfolio
25
Q3 2024 Reduced 45.65%
$28.4B
$3,000 0.0% of portfolio
28
Q3 2024 New
$28B
$30,000 0.0% of portfolio
175
Q3 2024 Reduced 12.5%
$142B
$4,000 0.0% of portfolio
18
Q2 2024 New
$12.8B
$2,000 0.0% of portfolio
100
Q3 2024 New
$60.5B
$23,000 0.0% of portfolio
1,484
Q3 2024 Reduced 74.99%
$33B
$32,000 0.0% of portfolio
180
Q4 2023 New
$65.6B
$26,000 0.0% of portfolio
319
Q3 2024 Added 21.76%
$28B
$2,000 0.0% of portfolio
2
Q3 2024 New
$29.5B
$6,000 0.0% of portfolio
152
Q3 2023 Reduced 87.76%
$43B
$6,000 0.0% of portfolio
97
Q3 2024 New
$61.8B
$9,000 0.0% of portfolio
2,350
Q3 2024 New
$15.8B
$13,000 0.0% of portfolio
200
Q1 2023 Reduced 9.09%
$27.7B
$5,000 0.0% of portfolio
100
Q2 2024 New
$87.8B
$8,000 0.0% of portfolio
4
Q3 2024 New
$57.9B
$32,000 0.0% of portfolio
1,104
Q2 2024 Added 119.05%
$83.2B
$13,000 0.0% of portfolio
28
Q1 2023 New
$78.8B
$31,000 0.0% of portfolio
69
Q2 2024 Reduced 18.82%
$197B
$15,000 0.0% of portfolio
130
Q3 2024 Added 225.0%
$30.2B
$33,000 0.0% of portfolio
226
Q2 2024 Added 769.23%
$24B
$6,000 0.0% of portfolio
145
Q3 2024 Reduced 21.2%
$11.6B
$10,000 0.0% of portfolio
150
Q2 2024 New
$26.5B
$19,000 0.0% of portfolio
2
Q1 2022 Reduced 50.0%
$72.5B
$11,000 0.0% of portfolio
22
Q3 2024 Reduced 82.26%
$21.6B
$19,000 0.0% of portfolio
220
Q4 2023 New
$27.3B
$29,000 0.0% of portfolio
400
Q3 2024 Reduced 27.27%
$32B
$24,000 0.0% of portfolio
83
Q3 2023 New
$30.4B
$28,000 0.0% of portfolio
530
Q4 2022 Reduced 55.27%
$44.8B
$17,000 0.0% of portfolio
337
Q2 2024 Added 169.6%

Summary

  • Portfolio
  • No. of Stocks 791
  • Current Value $697 Million
  • Prior Value $658 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 60 stocks
  • Additional Purchases 130 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 176 stocks
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