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
UL
Unilever PLC

Consumer Defensive
665
+ 34.6%
$54.72 - $60.29 $36.4K - $40.1K
2.59K $154K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.28K
+ 3.65%
$49.25 - $50.66 $63.1K - $64.9K
36.4K $1.8M
CRM
Salesforce, Inc.

Technology
167
+ 477.14%
$268.36 - $359.95 $44.8K - $60.1K
202 $54K
HWM
Howmet Aerospace Inc.

Industrials
300
+ 1764.71%
$110.79 - $139.39 $33.2K - $41.8K
317 $41K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
762
+ 26.11%
$42.5 - $46.71 $32.4K - $35.6K
3.68K $166K
COF
Capital One Financial Corp

Financial Services
208
+ 154.07%
$163.87 - $209.82 $34.1K - $43.6K
343 $61K
WEST
Westrock Coffee Holdings, LLC
4.58K
+ 130.86%
$5.48 - $7.25 $25.1K - $33.2K
8.08K $58K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.07%
$158.56 - $176.26 $1.27K - $1.41K
11.9K $2.03M
MSTR
Microstrategy Inc

Technology
201
+ 1.13%
$239.27 - $396.5 $48.1K - $79.7K
18K $5.2M
INTU
Intuit Inc

Technology
56
+ 94.92%
$555.63 - $630.23 $31.1K - $35.3K
115 $70K
SYK
Stryker Corp

Healthcare
78
+ 29.32%
$355.18 - $399.9 $27.7K - $31.2K
344 $128K
LAMR
Lamar Advertising CO

Real Estate
269
+ 26900.0%
$110.65 - $132.9 $29.8K - $35.8K
270 $30K
GETY
Vector Holding, LLC

Communication Services
16.8K
New
$1.73 - $3.19 $29.1K - $53.7K
16.8K $29K
ADBE
Adobe Inc.

Technology
77
New
$377.84 - $464.11 $29.1K - $35.7K
77 $29K
FTNT
Fortinet, Inc.

Technology
190
+ 3.54%
$92.49 - $114.57 $17.6K - $21.8K
5.56K $535K
SSTK
Shutterstock, Inc.

Communication Services
1.52K
New
$17.79 - $34.5 $27.1K - $52.5K
1.52K $28K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
267
New
$100.59 - $103.47 $26.9K - $27.6K
267 $27K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
645
+ 14.57%
$41.17 - $45.22 $26.6K - $29.2K
5.07K $215K
VTWO
Vanguard Russell 2000 ETF

ETFs
285
+ 581.63%
$80.08 - $92.93 $22.8K - $26.5K
334 $26K
PNC
Pnc Financial Services Group, Inc.

Financial Services
130
+ 104.84%
$168.84 - $202.89 $21.9K - $26.4K
254 $44K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
112
+ 273.17%
$192.82 - $222.1 $21.6K - $24.9K
153 $29K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
305
+ 6100.0%
$64.88 - $72.1 $19.8K - $22K
310 $20K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.61%
$279.74 - $321.29 $1.4K - $1.61K
830 $259K
BSX
Boston Scientific Corp

Healthcare
103
+ 13.24%
$89.38 - $106.18 $9.21K - $10.9K
881 $88K
HD
Home Depot, Inc.

Consumer Cyclical
494
+ 6.89%
$347.25 - $424.87 $172K - $210K
7.67K $2.81M
ISRG
Intuitive Surgical Inc

Healthcare
45
+ 26.63%
$476.63 - $610.45 $21.4K - $27.5K
214 $105K
DEO
Diageo PLC

Consumer Defensive
150
+ 405.41%
$104.79 - $126.12 $15.7K - $18.9K
187 $19K
IEFA
Ishares Tr

ETFs
155
+ 21.74%
$69.57 - $78.65 $10.8K - $12.2K
868 $65K
MUB
Ishares National Muni Bond ETF

ETFs
143
New
$104.71 - $107.69 $15K - $15.4K
143 $15K
CI
Cigna Corp

Healthcare
26
+ 26.8%
$274.49 - $329.0 $7.14K - $8.55K
123 $40K
WHR
Whirlpool Corp

Consumer Cyclical
244
+ 77.22%
$88.58 - $133.14 $21.6K - $32.5K
560 $50K
PFG
Principal Financial Group Inc

Financial Services
169
New
$76.34 - $89.04 $12.9K - $15K
169 $14K
MS
Morgan Stanley

Financial Services
179
+ 22.74%
$111.68 - $141.08 $20K - $25.3K
966 $112K
CATH
Global X Fds Global X S&P 500

ETFs
395
+ 10.72%
$66.14 - $74.2 $26.1K - $29.3K
4.08K $275K
GILD
Gilead Sciences, Inc.

Healthcare
67
+ 23.59%
$89.14 - $117.41 $5.97K - $7.87K
351 $39K
AON
Aon PLC

Financial Services
29
+ 54.72%
$348.44 - $409.32 $10.1K - $11.9K
82 $32K
PEP
Pepsico Inc

Consumer Defensive
127
+ 4.32%
$142.64 - $156.42 $18.1K - $19.9K
3.07K $459K
PLD
Prologis, Inc.

Real Estate
96
+ 274.29%
$103.59 - $124.04 $9.94K - $11.9K
131 $14K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.01%
$66.78 - $81.42 $66.8 - $81.4
6.9K $495K
QCOM
Qualcomm Inc

Technology
66
+ 3.57%
$151.94 - $175.86 $10K - $11.6K
1.92K $294K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6
+ 0.1%
$126.11 - $135.06 $757 - $810
5.84K $753K
AZN
Astrazeneca PLC

Healthcare
1
+ 0.09%
$65.37 - $77.96 $65.4 - $78
1.16K $85K
AMD
Advanced Micro Devices Inc

Technology
319
+ 23.75%
$96.63 - $129.55 $30.8K - $41.3K
1.66K $170K
GRMN
Garmin LTD

Technology
3
+ 0.46%
$204.55 - $241.93 $614 - $726
650 $141K
XLI
Industrial Sector Spdr

ETFs
60
+ 30.0%
$128.78 - $141.67 $7.73K - $8.5K
260 $34K
SHEL
Shell PLC

Energy
46
+ 12.43%
$62.84 - $73.29 $2.89K - $3.37K
416 $30K
STLD
Steel Dynamics Inc

Basic Materials
77
+ 19.25%
N/A
477 $46K
BWXT
Bwx Technologies, Inc.

Industrials
100
+ 34.48%
$96.59 - $128.46 $9.66K - $12.8K
390 $38K
OMC
Omnicom Group Inc.

Communication Services
85
+ 27.87%
$79.43 - $88.34 $6.75K - $7.51K
390 $32K
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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