Hhm Wealth Advisors, LLC Purchases and Sells in Q4 2024

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

Top Buys

Incresed Positions

300 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	2.57M + 295.87%	$25.93 - $105.3 $66.5M - $270M	3.43M $95.7M
AAPL	14.2K + 25.77%	$221.69 - $259.02 $3.15M - $3.68M	69.3K $17.4M
MSTR	9.88K + 124.17%	$162.69 - $473.83 $1.61M - $4.68M	17.8K $5.17M
MSFT	5.39K + 28.23%	$406.35 - $454.46 $2.19M - $2.45M	24.5K $10.3M
SCHB	2.68M + 199.4%	$22.01 - $66.82 $59M - $179M	4.02M $91.3M
AMZN	1.41K + 3.56%	$180.88 - $232.93 $255K - $329K	41K $9M

New Holdings

273 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IOO	5.11K New	$97.46 - $103.45 $498K - $528K	5.11K $514K
SMH	2.07K New	$238.25 - $261.28 $494K - $542K	2.07K $502K
SNA	1.2K New	$285.44 - $371.35 $343K - $446K	1.2K $407K
MMC	1.02K New	$209.89 - $233.24 $214K - $237K	1.02K $216K
PFF	3.51K New	$31.23 - $33.51 $109K - $117K	3.51K $110K
IBDT	3.6K New	$24.82 - $25.48 $89.4K - $91.7K	3.6K $89K

Top Sells

Reduced Positions

92 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SFBS	-8.19K - 18.91%	$77.34 - $99.0 $634K - $811K	35.1K $2.98M
RWO	-4.51K - 11.74%	$42.41 - $47.31 $191K - $213K	33.9K $1.45M
RF	-14.2K - 15.69%	$22.45 - $27.47 $318K - $389K	76.2K $1.79M
UBER	-1.5K - 9.92%	$59.93 - $86.34 $89.9K - $130K	13.6K $821K
QQQ	-584 - 21.92%	$481.22 - $538.17 $281K - $314K	2.08K $1.06M
CWI	-510 - 0.64%	$27.88 - $30.51 $14.2K - $15.6K	79.2K $2.21M

Activity Summary All Purchases 573 New Holdings 273 Increased Positions 300 All Sells 92 Reductions 92 Sold out 0 Calls 0 Puts 0

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