Hhm Wealth Advisors, LLC Purchases in Q4 2024

Hhm Wealth Advisors, LLC

  • $728 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Rb Global Inc
2
+ 2.0%
N/A
102 $0
ROLL
Rbc Bearings Inc

Industrials
2
New
N/A
2 $0
RPM
Rpm International Inc

Basic Materials
5
New
$120.09 - $140.26 $600 - $701
5 $0
RGA
Reinsurance Group Of America Inc

Financial Services
1
New
$201.26 - $231.95 $201 - $232
1 $0
RNR
Renaissancere Holdings LTD

Financial Services
1
New
$241.97 - $287.47 $242 - $287
1 $0
ROL
Rollins Inc

Consumer Cyclical
15
New
$46.35 - $51.59 $695 - $774
15 $0
EPAM
Epam Systems, Inc.

Technology
5
New
N/A
5 $0
RPRX
Royalty Pharma PLC

Healthcare
19
New
$24.28 - $28.39 $461 - $539
19 $0
PKI
Perkinelmer Inc

Healthcare
8
New
N/A
8 $0
EME
Emcor Group, Inc.

Industrials
2
New
$427.96 - $526.95 $856 - $1.05K
2 $0
PTC
Ptc Inc.

Technology
2
New
$175.97 - $201.89 $352 - $404
2 $0
ELS
Equity Lifestyle Properties Inc

Real Estate
10
New
$66.06 - $72.51 $661 - $725
10 $0
EVR
Evercore Inc.

Financial Services
2
New
$247.66 - $315.67 $495 - $631
2 $0
RMD
Resmed Inc

Healthcare
4
+ 6.56%
$228.69 - $256.07 $915 - $1.02K
65 $14K
ERIE
Erie Indemnity CO

Financial Services
1
New
$401.65 - $542.86 $402 - $543
1 $0
EXEL
Exelixis, Inc.

Healthcare
24
New
$25.39 - $36.46 $609 - $875
24 $0
EQR
Equity Residential

Real Estate
16
+ 4.0%
$69.12 - $77.48 $1.11K - $1.24K
416 $29K
EQH
Equitable Holdings, Inc.

Financial Services
5
New
$41.59 - $50.4 $208 - $252
5 $0
EXC
Exelon Corp

Utilities
20
New
$36.22 - $40.97 $724 - $819
20 $0
GPK
Graphic Packaging Holding CO

Consumer Cyclical
26
+ 4.19%
$26.79 - $30.35 $697 - $789
646 $17K
DELL
Dell Technologies Inc.

Technology
8
+ 2.19%
$111.96 - $144.21 $896 - $1.15K
373 $42K
XLE
Energy Sector Spdr

ETFs
1
+ 1.25%
$83.32 - $97.27 $83.3 - $97.3
81 $6K
CE
Celanese Corp

Basic Materials
110
+ 85.27%
$67.03 - $136.68 $7.37K - $15K
239 $16K
VICI
Vici Properties Inc.

Real Estate
3
+ 1.36%
$28.27 - $33.19 $84.8 - $99.6
224 $6K
PSA
Public Storage

Real Estate
3
+ 11.11%
$289.33 - $360.21 $868 - $1.08K
30 $8K
EFX
Equifax Inc

Industrials
7
+ 8.43%
$245.03 - $293.5 $1.72K - $2.05K
90 $22K
SHW
Sherwin Williams CO

Basic Materials
7
+ 7.78%
$338.75 - $399.71 $2.37K - $2.8K
97 $32K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
43
+ 1.09%
$11.42 - $12.5 $491 - $538
4K $46K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
99
+ 2.14%
$8.17 - $8.66 $809 - $857
4.73K $38K
CMCSA
Comcast Corp

Communication Services
2
+ 0.29%
$37.39 - $45.14 $74.8 - $90.3
688 $25K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
32
+ 2.13%
$16.2 - $18.98 $518 - $607
1.54K $25K
URI
United Rentals, Inc.

Industrials
2
+ 3.51%
$704.44 - $880.32 $1.41K - $1.76K
59 $41K
DOV
Dover Corp

Industrials
5
+ 0.32%
$184.72 - $206.51 $924 - $1.03K
1.56K $293K
CCI
Crown Castle International Corp

Real Estate
1
+ 0.53%
$89.78 - $119.11 $89.8 - $119
188 $17K
OMC
Omnicom Group Inc.

Communication Services
5
+ 1.67%
$85.82 - $105.47 $429 - $527
305 $26K
EHC
Encompass Health Corp

Healthcare
3
+ 0.19%
$92.35 - $103.77 $277 - $311
1.6K $148K
KO
Coca Cola CO

Consumer Defensive
1.31K
+ 14.35%
$61.74 - $71.71 $81.1K - $94.2K
10.5K $651K
NXPI
Nxp Semiconductors N.V.

Technology
7
+ 2.31%
$207.27 - $255.58 $1.45K - $1.79K
310 $64K
CGNX
Cognex Corp

Technology
1
+ 0.05%
$35.61 - $43.05 $35.6 - $43.1
1.82K $65K
D
Dominion Energy, Inc

Utilities
30
+ 1.04%
$52.63 - $60.92 $1.58K - $1.83K
2.92K $157K
LMT
Lockheed Martin Corp

Industrials
87
+ 14.55%
$479.66 - $614.62 $41.7K - $53.5K
685 $332K
TDG
Trans Digm Group Inc

Industrials
2
+ 1.71%
$1239.0 - $1442.53 $2.48K - $2.89K
119 $150K
QCOM
Qualcomm Inc

Technology
78
+ 4.4%
$150.4 - $178.04 $11.7K - $13.9K
1.85K $284K
IRM
Iron Mountain Inc

Real Estate
9
+ 0.62%
$101.62 - $128.14 $915 - $1.15K
1.47K $154K
FNDA
Schwab Fundamental U S Small C

ETFs
42.5K
+ 99.08%
$29.26 - $59.11 $1.24M - $2.51M
85.4K $2.54M
RGLD
Royal Gold Inc

Basic Materials
6
+ 0.24%
$131.05 - $154.26 $786 - $926
2.47K $325K
TSCO
Tractor Supply CO

Consumer Cyclical
5.36K
+ 416.95%
$52.59 - $303.74 $282K - $1.63M
6.65K $352K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.83K
+ 189.12%
$25.79 - $80.4 $228K - $710K
13.5K $351K
ODFL
Old Dominion Freight Line, Inc.

Industrials
11
+ 0.95%
$176.4 - $231.84 $1.94K - $2.55K
1.17K $206K
Activity Summary
Buys All Purchases 573 New Holdings 273 Increased Positions 300 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email