Hmv Wealth Advisors, LLC Reduced Holdings in Q2 2025

Hmv Wealth Advisors, LLC

  • $153 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
-76.5K
- 76.07%
$29.36 - $35.56 $2.24M - $2.72M
24.1K $855M
AMZN
Amazon Com Inc

Consumer Cyclical
-10.5K
- 76.44%
$167.32 - $223.3 $1.76M - $2.34M
3.23K $710M
AAPL
Apple Inc.

Technology
-5.72K
- 36.8%
$172.42 - $223.89 $987K - $1.28M
9.83K $2.02B
UNH
Unitedhealth Group Inc

Healthcare
-1.13K
- 61.69%
$274.35 - $599.47 $309K - $676K
700 $218M
FISV
Fiserv Inc

Technology
-3.05K
- 72.04%
N/A
1.18K $204M
GOOGL
Alphabet Inc.

Communication Services
-4.76K
- 70.65%
$144.7 - $178.6 $689K - $850K
1.98K $348M
LLY
Eli Lilly & CO

Healthcare
-759
- 47.32%
$713.71 - $898.95 $542K - $682K
845 $659M
Ea Series Trust
-48.2K
- 11.58%
N/A
368K $7.51B
MA
Mastercard Inc

Financial Services
-1.07K
- 44.41%
$479.92 - $590.74 $515K - $634K
1.34K $755M
SYK
Stryker Corp

Healthcare
-1.28K
- 54.78%
$337.37 - $395.63 $431K - $506K
1.06K $418M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-23.9K
- 35.04%
$22.27 - $29.21 $532K - $697K
44.3K $1.29B
META
Meta Platforms, Inc.

Communication Services
-1.23K
- 38.83%
$484.66 - $738.09 $596K - $908K
1.94K $1.43B
NVDA
Nvidia Corp

Technology
-7.32K
- 46.04%
$94.31 - $157.99 $690K - $1.16M
8.58K $1.36B
MSFT
Microsoft Corp

Technology
-1.55K
- 39.17%
$354.56 - $497.45 $551K - $773K
2.41K $1.2B
ACN
Accenture PLC

Technology
-620
- 27.04%
$279.23 - $323.21 $173K - $200K
1.67K $500M
V
Visa Inc.

Financial Services
-615
- 14.34%
$308.27 - $373.31 $190K - $230K
3.67K $1.3B
Lam Research Corp
-4.89K
- 43.33%
N/A
6.39K $622M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-7.9K
- 18.46%
$24.21 - $29.47 $191K - $233K
34.9K $1.03B
AWK
American Water Works Company, Inc.

Utilities
-714
- 26.11%
$133.82 - $151.96 $95.5K - $108K
2.02K $281M
XLV
Select Sector Spdr Fund Health

ETFs
-529
- 19.19%
$128.77 - $144.3 $68.1K - $76.3K
2.23K $300M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-3.77K
- 32.8%
$24.94 - $31.15 $94K - $117K
7.73K $240M
WMT
Walmart Inc.

Consumer Defensive
-741
- 21.14%
$81.79 - $99.98 $60.6K - $74.1K
2.76K $270M
AVGO
Broadcom Inc.

Technology
-1.19K
- 43.01%
$146.29 - $275.65 $174K - $327K
1.57K $434M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-49
- 1.79%
$85.42 - $94.39 $4.19K - $4.63K
2.68K $252M
TXN
Texas Instruments Inc

Technology
-423
- 13.15%
N/A
2.79K $580M
PLTR
Palantir Technologies Inc.

Technology
-1.16K
- 28.1%
$74.01 - $144.25 $85.6K - $167K
2.96K $404M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-4.81K
- 4.74%
$24.32 - $29.74 $117K - $143K
96.6K $2.85B
DFAX
Dimensional ETF Tr
-130
- 0.17%
$23.37 - $29.39 $3.04K - $3.82K
78.5K $2.31B
JPM
Jpmorgan Chase & CO

Financial Services
-130
- 2.04%
$210.28 - $289.91 $27.3K - $37.7K
6.26K $1.81B
Activity Summary
Buys All Purchases 30 New Holdings 10 Increased Positions 20 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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