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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116M
$59,000 0.01% of portfolio
3,704
Q1 2024 New
$75.1M
$0 0.0% of portfolio
400
Q3 2024 Added 100.0%
$70.5M
$3,000 0.0% of portfolio
1,055
Q2 2021 Reduced 50.0%
$75.8M
$0 0.0% of portfolio
484
Q3 2024 Added 21.0%
$218M
$11,000 0.0% of portfolio
1,400
Q2 2024 New
$134M
$0 0.0% of portfolio
12
Q3 2023 New
$129M
$1,000 0.0% of portfolio
804
Q3 2024 Reduced 40.97%

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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