Hmv Wealth Advisors, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $99.9 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $5.6B, Dimensional ETF Tr U S Target with a value of $5.53B, American Centy ETF Tr Avantis with a value of $5.34B, Ea Series Trust with a value of $4.48B, and Dimensional ETF Tr with a value of $4.42B.

Examining the 13F form we can see an increase of $99.9B in the current position value.

Hmv Wealth Advisors, LLC is based out at Shreveport, LA

Below you can find more details about Hmv Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $99.9 Billion
ETFs: $54.7 Billion
Technology: $13 Billion
Financial Services: $5.95 Billion
Consumer Cyclical: $4.8 Billion
Communication Services: $4.09 Billion
Healthcare: $4.07 Billion
Industrials: $2.16 Billion
Utilities: $1.2 Billion
Other: $1.93 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $99.9 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 78 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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