Hhm Wealth Advisors, LLC Purchases and Sells in Q3 2024

Hhm Wealth Advisors, LLC

$697 Million
Q3 2024

Top Buys

Incresed Positions

130 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	57.5K + 3.77%	$77.02 - $85.06 $4.43M - $4.89M	1.59M $134M
SPTS	282K + 35.92%	$28.75 - $29.46 $8.12M - $8.32M	1.07M $31.4M
VNQ	9.46K + 3.82%	$82.97 - $98.97 $785K - $936K	257K $25M
CALF	42.6K + 7.36%	$42.22 - $48.62 $1.8M - $2.07M	622K $28.9M
SPMD	20.1K + 3.69%	$50.29 - $54.92 $1.01M - $1.1M	564K $30.8M
AAPL	1.86K + 3.5%	$207.23 - $234.82 $386K - $437K	55.1K $12.8M

New Holdings

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRW	3.82K New	$75.88 - $83.21 $290K - $318K	3.82K $318K
XMHQ	925 New	$94.31 - $103.26 $87.2K - $95.5K	925 $94K
PDI	4.42K New	$18.7 - $20.25 $82.7K - $89.6K	4.42K $89K
GSSC	754 New	$62.57 - $70.53 $47.2K - $53.2K	754 $52K
ETY	3.38K New	$13.24 - $14.64 $44.7K - $49.5K	3.38K $49K
CPRT	550 New	$49.19 - $55.54 $27.1K - $30.5K	550 $28K

Top Sells

Reduced Positions

176 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHB	-178K - 11.67%	$59.93 - $66.52 $10.6M - $11.8M	1.34M $89.4M
SFBS	-27.2K - 38.53%	$60.39 - $86.36 $1.64M - $2.35M	43.3K $3.48M
IVW	-7.54K - 93.07%	$84.77 - $97.13 $639K - $732K	561 $53K
IVV	-1.3K - 39.17%	$520.18 - $576.82 $674K - $747K	2.01K $1.16M
VIG	-2.88K - 4.13%	$182.15 - $182.15 $524K - $524K	66.7K $12.1M
LLY	-534 - 17.77%	$772.14 - $960.02 $412K - $513K	2.47K $2.19M

Activity Summary All Purchases 190 New Holdings 60 Increased Positions 130 All Sells 176 Reductions 176 Sold out 0 Calls 0 Puts 0

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