Hmv Wealth Advisors, LLC Portfolio Holdings

Hmv Wealth Advisors, LLC

  • $126 Billion
  • Q1 2025

Hmv Wealth Advisors, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $8.51B, Ea Series Trust with a value of $8.1B, American Centy ETF Tr Avantis with a value of $6.33B, Vanguard Total Stock Market Et with a value of $6.15B, and Dimensional ETF Tr U S Core Eq with a value of $5.37B.

Examining the 13F form we can see an increase of $26.1B in the current position value, from $99.9B to 126B.

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 $126 Billion
ETFs: $80.6 Billion
Technology: $10.4 Billion
Financial Services: $6.19 Billion
Healthcare: $4.07 Billion
Communication Services: $3.96 Billion
Consumer Cyclical: $3.84 Billion
Industrials: $2.26 Billion
Energy: $1.08 Billion
Other: $1.9 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.5B
$934 Million 0.74% of portfolio
4,228
Q4 2024 New
$137B
$869 Million 0.69% of portfolio
2,335
Q4 2024 New
$68.6B
$869 Million 0.69% of portfolio
5,967
Q4 2024 New
$59.3B
$845 Million 0.67% of portfolio
1,434
Q4 2024 New
$196B
$728 Million 0.58% of portfolio
25,725
Q4 2024 New
$184B
$716 Million 0.57% of portfolio
2,293
Q1 2025 Reduced 1.29%
$144B
$665 Million 0.53% of portfolio
8,491
Q4 2024 New
$54.8B
$636 Million 0.5% of portfolio
5,820
Q1 2025 Reduced 37.59%
$132B
$603 Million 0.48% of portfolio
2,551
Q4 2024 New
$177B
$578 Million 0.46% of portfolio
3,216
Q4 2024 New
$122B
$484 Million 0.38% of portfolio
1,084
Q4 2024 New
$76.2B
$462 Million 0.37% of portfolio
2,762
Q4 2024 New
$26.5B
$403 Million 0.32% of portfolio
2,735
Q4 2024 New
$71.3B
$332 Million 0.26% of portfolio
648
Q4 2024 New
$38.7B
$297 Million 0.24% of portfolio
2,655
Q4 2024 New
$30.2B
$221 Million 0.18% of portfolio
1,204
Q1 2025 Reduced 45.67%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $126 Billion
  • Prior Value $99.9 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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