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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19,000 0.0% of portfolio
666
Q1 2024 New
$82.9B
$13,000 0.0% of portfolio
28
Q1 2023 New
$78.4B
$31,000 0.0% of portfolio
69
Q2 2024 Reduced 18.82%
$3.58B
$17,000 0.0% of portfolio
200
Q2 2024 New
$200B
$15,000 0.0% of portfolio
130
Q3 2024 Added 225.0%
$30B
$33,000 0.0% of portfolio
226
Q2 2024 Added 769.23%
$840M
$1,000 0.0% of portfolio
100
Q3 2024 New
$24B
$6,000 0.0% of portfolio
145
Q3 2024 Reduced 21.2%
$580M
$0 0.0% of portfolio
128
Q3 2024 New
$0
$14,000 0.0% of portfolio
2,500
Q4 2021 New
$11.6B
$10,000 0.0% of portfolio
150
Q2 2024 New
$9.92B
$11,000 0.0% of portfolio
105
Q2 2024 New
$26.4B
$19,000 0.0% of portfolio
2
Q1 2022 Reduced 50.0%
$538M
$6,000 0.0% of portfolio
250
Q2 2024 New
-
$0 0.0% of portfolio
-
Q1 2022 Reduced 64.71%
$2.97B
$4,000 0.0% of portfolio
338
Q3 2024 Added 7.64%
$21.4B
$19,000 0.0% of portfolio
220
Q4 2023 New
$0
$30,000 0.0% of portfolio
740
Q1 2020 New
$9.51B
$21,000 0.0% of portfolio
561
Q1 2020 New
$27B
$29,000 0.0% of portfolio
400
Q3 2024 Reduced 27.27%
$31.7B
$24,000 0.0% of portfolio
83
Q3 2023 New
New Amer High Income Fd Inc
-
$0 0.0% of portfolio
-
Q2 2022 New
New York Cmnty Bancorp Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
$30.3B
$28,000 0.0% of portfolio
530
Q4 2022 Reduced 55.27%
$1.47B
$4,000 0.0% of portfolio
150
Q3 2024 Reduced 66.67%
Nikola Corp
-
$0 0.0% of portfolio
-
Q3 2024 New
$7.48B
$10,000 0.0% of portfolio
1,615
Q2 2023 Reduced 0.19%
$7.43B
$1,000 0.0% of portfolio
9
Q2 2023 New
$44.6B
$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
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email