Hhm Wealth Advisors, LLC Portfolio Holdings

Hhm Wealth Advisors, LLC

  • $735 Million
  • Q1 2025

Hhm Wealth Advisors, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $735 Million distributed in 934 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 $139M, Schwab Strategic Tr Us Broad M with a value of $89.7M, Schwab Strategic Tr Us Large C with a value of $88.7M, Spdr Portfolio with a value of $41.5M, and Spdr Portfolio Short Term Trea with a value of $33.1M.

Examining the 13F form we can see an increase of $7.2M in the current position value, from $728M to 735M.

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 $735 Million
ETFs: $601 Million
Technology: $41.6 Million
Financial Services: $19 Million
Consumer Cyclical: $17 Million
Industrials: $15.7 Million
Healthcare: $12.4 Million
Consumer Defensive: $8.73 Million
Communication Services: $7.1 Million
Other: $12.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$139 Million 18.92% of portfolio
4,975,278
Q1 2025 Added 2.11%
$0
$89.7 Million 12.2% of portfolio
4,164,167
Q1 2025 Added 3.54%
$0
$88.7 Million 12.07% of portfolio
3,543,726
Q1 2025 Added 3.23%
$0
$41.5 Million 5.65% of portfolio
811,832
Q1 2025 Added 39.52%
$0
$33.1 Million 4.5% of portfolio
1,131,634
Q1 2025 Added 1.78%
$0
$29.1 Million 3.96% of portfolio
776,604
Q1 2025 Added 20.96%
$0
$25.3 Million 3.44% of portfolio
279,595
Q1 2025 Added 5.26%
$0
$24.4 Million 3.32% of portfolio
1,232,463
Q1 2025 Added 3.51%
$0
$15.9 Million 2.16% of portfolio
516,443
Q1 2025 Added 1.66%
$3.22T
$15.3 Million 2.09% of portfolio
69,094
Q1 2025 Reduced 0.28%
$0
$13.3 Million 1.8% of portfolio
505,859
Q1 2025 Reduced 2.02%
$0
$12.4 Million 1.68% of portfolio
67,958
Q1 2025 Added 1.44%
$0
$11 Million 1.5% of portfolio
304,183
Q1 2025 Added 5.35%
$0
$10.3 Million 1.4% of portfolio
439,415
Q1 2025 Reduced 1.22%
$3.49T
$9.33 Million 1.27% of portfolio
24,841
Q1 2025 Added 1.55%
$2.12T
$7.78 Million 1.06% of portfolio
40,899
Q1 2025 Reduced 0.36%
$0
$4.11 Million 0.56% of portfolio
43,885
Q1 2025 Reduced 1.65%
$0
$3.51 Million 0.48% of portfolio
77,981
Q1 2025 Added 8.31%
$0
$3.34 Million 0.45% of portfolio
9,003
Q1 2025 Added 1.25%
$0
$2.84 Million 0.39% of portfolio
28,203
Q1 2025 Added 18.02%
$4B
$2.77 Million 0.38% of portfolio
33,549
Q1 2025 Reduced 4.48%
$378B
$2.81 Million 0.38% of portfolio
7,669
Q1 2025 Added 6.89%
$0
$2.57 Million 0.35% of portfolio
22,291
Q4 2024 Reduced 2.96%
$768B
$2.54 Million 0.34% of portfolio
10,341
Q1 2025 Added 0.37%
$0
$2.45 Million 0.33% of portfolio
89,350
Q1 2025 Added 4.61%
$57.2B
$2.34 Million 0.32% of portfolio
9,888
Q1 2025 Added 1.51%
$0
$2.34 Million 0.32% of portfolio
79,159
Q4 2024 Reduced 0.64%
$0
$2.33 Million 0.32% of portfolio
4,138
Q1 2025 Reduced 0.55%
$349B
$2.27 Million 0.31% of portfolio
20,913
Q1 2025 Added 13.36%
$0
$2.22 Million 0.3% of portfolio
96,693
Q1 2025 Reduced 2.6%
$728B
$2.17 Million 0.29% of portfolio
2,622
Q1 2025 Added 3.39%
$600B
$2.13 Million 0.29% of portfolio
6,070
Q1 2025 Added 2.76%
$386B
$2.03 Million 0.28% of portfolio
11,920
Q1 2025 Added 0.07%
$96.2B
$2.06 Million 0.28% of portfolio
22,451
Q1 2025 Added 0.63%
$993B
$2.09 Million 0.28% of portfolio
13,525
Q1 2025 Added 5.33%
$184B
$2.01 Million 0.27% of portfolio
6,106
Q1 2025 Added 2.09%
$0
$1.98 Million 0.27% of portfolio
23,086
Q4 2024 Reduced 9.65%
$0
$1.92 Million 0.26% of portfolio
89,087
Q1 2025 Reduced 1.85%
$331B
$1.89 Million 0.26% of portfolio
9,033
Q1 2025 Added 0.07%
$98B
$1.92 Million 0.26% of portfolio
8,293
Q4 2024 Added 45.59%
$0
$1.8 Million 0.25% of portfolio
36,358
Q1 2025 Added 3.65%
$266B
$1.77 Million 0.24% of portfolio
20,107
Q1 2025 Added 8.92%
$0
$1.7 Million 0.23% of portfolio
40,516
Q4 2024 Reduced 1.64%
$1.03T
$1.59 Million 0.22% of portfolio
10,180
Q1 2025 Reduced 3.57%
$19.9B
$1.55 Million 0.21% of portfolio
71,110
Q1 2025 Reduced 6.63%
$277B
$1.54 Million 0.21% of portfolio
2,947
Q1 2025 Added 0.89%
$0
$1.54 Million 0.21% of portfolio
23,286
Q4 2024 Reduced 9.92%
$110B
$1.57 Million 0.21% of portfolio
4,548
Q1 2025 Reduced 0.13%
$0
$1.55 Million 0.21% of portfolio
66,936
Q1 2025 Reduced 9.2%

Summary

  • Portfolio
  • No. of Stocks 934
  • Current Value $735 Million
  • Prior Value $728 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 47 stocks
  • Additional Purchases 164 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 178 stocks
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