Hhm Wealth Advisors, LLC Purchases and Sells in Q1 2025

Hhm Wealth Advisors, LLC

$735 Million
Q1 2025

Top Buys

Incresed Positions

164 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMD	230K + 39.52%	$50.21 - $57.73 $11.5M - $13.3M	812K $41.5M
SCHD	103K + 2.11%	$27.01 - $28.54 $2.77M - $2.93M	4.98M $139M
SCHF	41.8K + 3.51%	$18.36 - $20.51 $767K - $857K	1.23M $24.4M
VNQ	14K + 5.26%	$85.55 - $94.34 $1.2M - $1.32M	280K $25.3M
FNDF	15.5K + 5.35%	$32.9 - $37.45 $509K - $579K	304K $11M
FNDE	8.43K + 1.66%	$28.11 - $32.0 $237K - $270K	516K $15.9M

New Holdings

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PPH	1.35K New	$85.24 - $94.86 $115K - $128K	1.35K $123K
IUSV	1.06K New	$90.0 - $96.32 $95.8K - $102K	1.06K $98K
FXI	1.5K New	$28.65 - $38.55 $43K - $57.8K	1.5K $53K
UWM	1.4K New	$33.01 - $45.08 $46.2K - $63.1K	1.4K $46K
ADBE	77 New	$377.84 - $464.11 $29.1K - $35.7K	77 $29K
GETY	16.8K New	$1.73 - $3.19 $29.1K - $53.7K	16.8K $29K

Top Sells

Reduced Positions

178 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-195 - 0.28%	$209.68 - $247.1 $40.9K - $48.2K	69.1K $15.3M
AMZN	-146 - 0.36%	$190.26 - $242.06 $27.8K - $35.3K	40.9K $7.78M
SCHA	-5.41K - 1.22%	$23.16 - $27.04 $125K - $146K	439K $10.3M
SCHM	-10.4K - 2.02%	$25.58 - $29.24 $267K - $305K	506K $13.3M
LOW	-2.77K - 51.05%	$222.66 - $268.42 $617K - $744K	2.66K $619K
GOOG	-377 - 3.57%	$156.06 - $207.71 $58.8K - $78.3K	10.2K $1.59M

Activity Summary All Purchases 211 New Holdings 47 Increased Positions 164 All Sells 178 Reductions 178 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.