Hhm Wealth Advisors, LLC Purchases and Sells in Q2 2025

Hhm Wealth Advisors, LLC

$831 Million
Q2 2025

Top Buys

Incresed Positions

112 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHB	1.3M + 31.32%	$19.1 - $23.83 $24.9M - $31.1M	5.47M $130M
SCHG	222K + 6.25%	$22.27 - $29.21 $4.94M - $6.47M	3.77M $110M
SPMD	49K + 6.04%	$44.89 - $54.38 $2.2M - $2.67M	861K $46.8M
CALF	42.7K + 5.5%	$32.0 - $39.87 $1.37M - $1.7M	819K $32.6M
SCHF	20.7K + 1.68%	$17.76 - $22.1 $367K - $457K	1.25M $27.7M
UNM	26.9K + 623.72%	$70.48 - $82.91 $1.89M - $2.23M	31.2K $2.52M

New Holdings

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	1 New	$725400.0 - $809350.0 $725K - $809K	1 $728K
IXUS	4.39K New	$62.37 - $77.63 $274K - $341K	4.39K $339K
HYZD	10.3K New	$21.04 - $22.42 $217K - $231K	10.3K $231K
BOND	2.11K New	$89.87 - $92.93 $190K - $196K	2.11K $194K
CWB	1.25K New	$71.86 - $82.66 $90K - $104K	1.25K $103K
DDWM	2.45K New	$32.86 - $40.05 $80.5K - $98.2K	2.45K $97K

Top Sells

Reduced Positions

197 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPTS	-34.9K - 3.09%	$29.07 - $29.38 $1.02M - $1.03M	1.1M $32.1M
PNFP	-6.8K - 52.52%	$87.19 - $111.51 $592K - $758K	6.14K $678K
SGOV	-4.23K - 14.98%	$100.35 - $100.71 $424K - $426K	24K $2.41M
SFBS	-2.2K - 6.56%	$68.48 - $82.21 $151K - $181K	31.3K $2.43M
ABBV	-219 - 2.42%	$170.16 - $206.27 $37.3K - $45.2K	8.81K $1.64M
RWO	-5.9K - 19.57%	$38.85 - $45.0 $229K - $265K	24.2K $1.07M

Activity Summary All Purchases 146 New Holdings 34 Increased Positions 112 All Sells 197 Reductions 197 Sold out 0 Calls 0 Puts 0

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