Hhm Wealth Advisors, LLC Purchases in Q1 2025

Hhm Wealth Advisors, LLC

  • $735 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
230K
+ 39.52%
$50.21 - $57.73 $11.5M - $13.3M
812K $41.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
103K
+ 2.11%
$27.01 - $28.54 $2.77M - $2.93M
4.98M $139M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
41.8K
+ 3.51%
$18.36 - $20.51 $767K - $857K
1.23M $24.4M
VNQ
Vanguard Specialized Funds Van

ETFs
14K
+ 5.26%
$85.55 - $94.34 $1.2M - $1.32M
280K $25.3M
FNDF
Schwab Fundamental Intl Large

ETFs
15.5K
+ 5.35%
$32.9 - $37.45 $509K - $579K
304K $11M
FNDE
Schwab Fundamental Emerging Mk

ETFs
8.43K
+ 1.66%
$28.11 - $32.0 $237K - $270K
516K $15.9M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
135K
+ 20.96%
$36.64 - $45.76 $4.93M - $6.16M
777K $29.1M
SPTS
Spdr Portfolio Short Term Trea

ETFs
19.8K
+ 1.78%
$28.92 - $29.24 $572K - $578K
1.13M $33.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.31K
+ 18.02%
$100.34 - $100.68 $432K - $434K
28.2K $2.84M
ABBV
Abb Vie Inc.

Healthcare
6
+ 0.07%
$169.2 - $216.66 $1.02K - $1.3K
9.03K $1.89M
KO
Coca Cola CO

Consumer Defensive
1.93K
+ 18.45%
$60.81 - $72.32 $117K - $140K
12.4K $887K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
5.99K
+ 8.31%
$44.81 - $46.22 $268K - $277K
78K $3.51M
SO
Southern CO

Utilities
141
+ 0.63%
$80.96 - $92.96 $11.4K - $13.1K
22.5K $2.06M
HII
Huntington Ingalls Industries, Inc.

Industrials
1.12K
+ 2230.0%
$159.75 - $208.61 $178K - $233K
1.17K $237K
LLY
Eli Lilly & CO

Healthcare
86
+ 3.39%
$725.72 - $929.72 $62.4K - $80K
2.62K $2.17M
XOM
Exxon Mobil Corp

Energy
529
+ 4.85%
$105.44 - $118.93 $55.8K - $62.9K
11.4K $1.36M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.68K
+ 73.48%
$50.39 - $50.66 $185K - $186K
8.69K $439K
VIG
Vanguard Dividend Appreciation

ETFs
968
+ 1.44%
N/A
68K $12.4M
PLTR
Palantir Technologies Inc.

Technology
1.14K
+ 21.98%
$64.98 - $124.62 $73.8K - $141K
6.3K $531K
RTX
Raytheon Technologies Corp

Industrials
445
+ 10.64%
$114.1 - $135.66 $50.8K - $60.4K
4.63K $613K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
1.35K
New
$85.24 - $94.86 $115K - $128K
1.35K $123K
CVX
Chevron Corp

Energy
225
+ 6.83%
$146.71 - $167.97 $33K - $37.8K
3.52K $588K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.7K
+ 340.0%
$62.43 - $84.12 $106K - $143K
2.2K $143K
XLV
Select Sector Spdr Fund Health

ETFs
685
+ 116.89%
$137.61 - $149.68 $94.3K - $103K
1.27K $185K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.06K
New
$90.0 - $96.32 $95.8K - $102K
1.06K $98K
WMT
Walmart Inc.

Consumer Defensive
1.65K
+ 8.92%
$84.5 - $105.05 $139K - $173K
20.1K $1.77M
XLF
Financial Sector Spdr

ETFs
1.89K
+ 120.91%
$47.32 - $52.19 $89.2K - $98.4K
3.44K $171K
VEA
Vanguard Ftse Developed Market

ETFs
1.46K
+ 21.24%
$47.4 - $52.99 $69.3K - $77.4K
8.34K $423K
NFLX
Netflix Inc

Communication Services
40
+ 2.94%
$828.4 - $1058.6 $33.1K - $42.3K
1.4K $1.31M
MDT
Medtronic PLC

Healthcare
571
+ 18.88%
$79.84 - $94.5 $45.6K - $54K
3.6K $323K
VDE
Vanguard Energy ETF

ETFs
410
+ 14.8%
$119.14 - $132.76 $48.8K - $54.4K
3.18K $412K
AMGN
Amgen Inc

Healthcare
25
+ 1.99%
$258.59 - $327.36 $6.46K - $8.18K
1.28K $399K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
576
+ 371.61%
$126.86 - $146.45 $73.1K - $84.4K
731 $92K
VTV
Vanguard Value ETF

ETFs
406
+ 159.84%
$167.73 - $179.21 $68.1K - $72.8K
660 $114K
JPM
Jpmorgan Chase & CO

Financial Services
38
+ 0.37%
$225.19 - $279.95 $8.56K - $10.6K
10.3K $2.54M
TMO
Thermo Fisher Scientific Inc.

Healthcare
159
+ 27.37%
$497.6 - $606.74 $79.1K - $96.5K
740 $368K
UNH
Unitedhealth Group Inc

Healthcare
26
+ 0.89%
$461.52 - $548.18 $12K - $14.3K
2.95K $1.54M
NOW
Service Now, Inc.

Technology
85
+ 386.36%
$783.83 - $1170.39 $66.6K - $99.5K
107 $85K
GS
Goldman Sachs Group Inc

Financial Services
113
+ 53.3%
$524.81 - $672.19 $59.3K - $76K
325 $177K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.43K
+ 88.54%
$48.65 - $66.04 $69.6K - $94.4K
3.05K $162K
NSC
Norfolk Southern Corp

Industrials
147
+ 1.51%
$227.69 - $259.76 $33.5K - $38.2K
9.89K $2.34M
CSCO
Cisco Systems, Inc.

Technology
101
+ 0.54%
$58.74 - $64.87 $5.93K - $6.55K
19K $1.17M
FXI
Ishares Tr

ETFs
1.5K
New
$28.65 - $38.55 $43K - $57.8K
1.5K $53K
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 8.35%
$890.62 - $1076.86 $34.7K - $42K
506 $478K
IAU
Ishares Gold Trust

ETFs
5
+ 0.1%
$49.74 - $58.96 $249 - $295
5.02K $295K
SBUX
Starbucks Corp

Consumer Cyclical
460
+ 171.0%
$91.75 - $115.81 $42.2K - $53.3K
729 $71K
SCHW
Schwab Charles Corp

Financial Services
336
+ 6.89%
$71.24 - $83.64 $23.9K - $28.1K
5.22K $408K
MA
Mastercard Inc

Financial Services
55
+ 6.97%
$504.67 - $576.31 $27.8K - $31.7K
844 $462K
UWM
Proshares Ultra Russell 2000

ETFs
1.4K
New
$33.01 - $45.08 $46.2K - $63.1K
1.4K $46K
Activity Summary
Buys All Purchases 211 New Holdings 47 Increased Positions 164 Sells All Sells 178 Reductions 178 Sold out 0 Options Calls 0 Puts 0
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