Hhm Wealth Advisors, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $728 Million distributed in 1021 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 $133M, Schwab Strategic Tr Us Large C with a value of $95.7M, Schwab Strategic Tr Us Broad M with a value of $91.3M, Spdr Portfolio Short Term Trea with a value of $32.3M, and Spdr Portfolio with a value of $31.8M.
Examining the 13F form we can see an increase of $30.9M in the current position value, from $697M to 728M.
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
$728 Million
ETFs: $588 Million
Technology: $45 Million
Consumer Cyclical: $20.1 Million
Financial Services: $19.4 Million
Industrials: $15.9 Million
Healthcare: $11.4 Million
Consumer Defensive: $8.14 Million
Communication Services: $7.82 Million
Other: $11.9 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
