Hhm Wealth Advisors, LLC Purchases and Sells in Q3 2025

Hhm Wealth Advisors, LLC

$848 Million
Q3 2025

Top Buys

Incresed Positions

123 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VNQ	19.3K + 6.76%	$88.47 - $93.24 $1.71M - $1.8M	305K $27.9M
FNDF	14K + 4.51%	$39.84 - $43.15 $557K - $603K	324K $13.9M
TSLA	213 + 3.27%	$293.94 - $444.72 $62.6K - $94.7K	6.73K $2.99M
SPTS	19.8K + 1.8%	$29.12 - $29.34 $576K - $580K	1.12M $32.7M
GLD	859 + 30.12%	$300.96 - $355.47 $259K - $305K	3.71K $1.32M
ABBV	67 + 0.76%	$184.85 - $231.54 $12.4K - $15.5K	8.88K $2.06M

New Holdings

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MINT	14.6K New	$100.16 - $100.7 $1.47M - $1.47M	14.6K $1.47M
CADE	4.25K New	$33.44 - $38.12 $142K - $162K	4.25K $159K
DFUV	1.02K New	$41.91 - $44.87 $42.7K - $45.7K	1.02K $45K
CRK	2.2K New	$15.03 - $25.26 $33.1K - $55.6K	2.2K $43K
DFUS	581 New	$67.01 - $72.84 $38.9K - $42.3K	581 $42K
DFAS	383 New	$63.41 - $69.69 $24.3K - $26.7K	383 $26K

Top Sells

Reduced Positions

204 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-9.73K - 23.35%	$211.65 - $238.24 $2.06M - $2.32M	31.9K $7.01M
XLRE	-37.7K - 87.33%	$40.94 - $42.85 $1.54M - $1.62M	5.47K $230K
SCHF	-129K - 10.26%	$21.69 - $23.34 $2.79M - $3M	1.12M $26.2M
MSTR	-46 - 0.26%	$300.7 - $455.9 $13.8K - $21K	18K $5.79M
FNDE	-71.8K - 13.78%	$33.13 - $36.31 $2.38M - $2.61M	449K $16.2M
SCHA	-69.3K - 14.34%	$25.29 - $28.33 $1.75M - $1.96M	414K $11.5M

Activity Summary All Purchases 212 New Holdings 89 Increased Positions 123 All Sells 204 Reductions 204 Sold out 0 Calls 0 Puts 0

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