Hhm Wealth Advisors, LLC Purchases in Q3 2024

Hhm Wealth Advisors, LLC

  • $697 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
84
+ 44.21%
$295.44 - $355.81 $24.8K - $29.9K
274 $96K
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 1.11%
$245.82 - $304.51 $1.97K - $2.44K
727 $221K
AFL
Aflac Inc

Financial Services
200
+ 32.05%
$88.52 - $111.8 $17.7K - $22.4K
824 $92K
TFC
Truist Financial Corp

Financial Services
69
+ 0.79%
$38.22 - $44.94 $2.64K - $3.1K
8.83K $377K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
4.13K
+ 826.2%
$7.86 - $8.77 $32.5K - $36.2K
4.63K $40K
D
Dominion Energy, Inc

Utilities
210
+ 7.83%
$48.01 - $58.53 $10.1K - $12.3K
2.89K $167K
EXR
Extra Space Storage Inc.

Real Estate
89
+ 11.53%
$151.92 - $183.06 $13.5K - $16.3K
861 $155K
DFS
Discover Financial Services

Financial Services
150
+ 12.0%
$123.41 - $144.72 $18.5K - $21.7K
1.4K $196K
PEP
Pepsico Inc

Consumer Defensive
139
+ 7.46%
$161.9 - $179.3 $22.5K - $24.9K
2K $340K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.45K
+ 163.6%
$11.52 - $12.52 $28.3K - $30.7K
3.95K $48K
XLC
Select Sector Spdr Tr Communic

ETFs
270
+ 20.59%
$82.16 - $90.4 $22.2K - $24.4K
1.58K $142K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 3.44%
$801.83 - $917.05 $12K - $13.8K
451 $399K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
1.5K
New
$16.15 - $18.66 $24.3K - $28K
1.5K $28K
CPRT
Copart Inc

Consumer Cyclical
550
New
$49.19 - $55.54 $27.1K - $30.5K
550 $28K
VZ
Verizon Communications Inc

Communication Services
264
+ 5.79%
$38.89 - $45.0 $10.3K - $11.9K
4.83K $216K
NFLX
Netflix Inc

Communication Services
7
+ 1.13%
$598.55 - $722.26 $4.19K - $5.06K
625 $443K
AMT
American Tower Corp

Real Estate
17
+ 3.09%
$192.27 - $242.73 $3.27K - $4.13K
568 $132K
TT
Trane Technologies PLC

Industrials
58
+ 152.63%
$314.21 - $388.71 $18.2K - $22.5K
96 $37K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.01%
$37.32 - $51.8 $37.3 - $51.8
7.07K $359K
GD
General Dynamics Corp

Industrials
50
+ 7.04%
$279.51 - $308.09 $14K - $15.4K
760 $229K
BLK
Black Rock Inc.

Financial Services
13
+ 19.4%
$782.27 - $949.51 $10.2K - $12.3K
80 $75K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
411
+ 8.94%
$50.25 - $50.74 $20.7K - $20.9K
5.01K $254K
CELH
Celsius Holdings, Inc.

Consumer Defensive
857
+ 571.33%
$31.02 - $58.9 $26.6K - $50.5K
1.01K $31K
SYY
Sysco Corp

Consumer Defensive
265
+ 779.41%
$69.16 - $78.98 $18.3K - $20.9K
299 $23K
BWXT
Bwx Technologies, Inc.

Industrials
200
New
$92.38 - $108.7 $18.5K - $21.7K
200 $21K
CNQ
Canadian Natural Resources LTD

Energy
620
New
$31.97 - $37.41 $19.8K - $23.2K
620 $20K
PHM
Pultegroup Inc

Consumer Cyclical
140
New
$103.95 - $144.98 $14.6K - $20.3K
140 $20K
SPGI
S&P Global Inc.

Financial Services
9
+ 3.93%
$446.32 - $527.38 $4.02K - $4.75K
238 $122K
CB
Chubb LTD

Financial Services
27
+ 9.0%
$252.51 - $292.2 $6.82K - $7.89K
327 $94K
ORI
Old Republic International Corp

Financial Services
200
+ 9.52%
$29.89 - $35.9 $5.98K - $7.18K
2.3K $81K
XLY
Select Sector Spdr Consumer Di

ETFs
69
+ 127.78%
$170.05 - $200.86 $11.7K - $13.9K
123 $24K
XLU
Utilities Sector Spdr

ETFs
135
+ 45.0%
$67.67 - $80.78 $9.14K - $10.9K
435 $35K
ISRG
Intuitive Surgical Inc

Healthcare
15
+ 10.79%
$416.14 - $494.01 $6.24K - $7.41K
154 $75K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
38
New
$320.55 - $412.94 $12.2K - $15.7K
38 $14K
RMD
Resmed Inc

Healthcare
61
New
$186.94 - $252.92 $11.4K - $15.4K
61 $14K
XLP
Consumer Staples Sector Spdr

ETFs
179
New
$76.04 - $76.04 $13.6K - $13.6K
179 $13K
OLN
Olin Corp

Basic Materials
200
+ 6.13%
$40.38 - $50.21 $8.08K - $10K
3.46K $166K
ITW
Illinois Tool Works Inc

Industrials
47
New
$233.14 - $263.97 $11K - $12.4K
47 $12K
NOW
Service Now, Inc.

Technology
12
+ 400.0%
$730.87 - $937.36 $8.77K - $11.2K
15 $13K
NVO
Novo Nordisk A S

Healthcare
90
+ 225.0%
$119.07 - $145.42 $10.7K - $13.1K
130 $15K
UPS
United Parcel Service Inc

Industrials
79
+ 6.09%
$123.32 - $147.38 $9.74K - $11.6K
1.38K $187K
SAP
Sap Se

Technology
22
+ 12.22%
$197.21 - $231.0 $4.34K - $5.08K
202 $46K
WHR
Whirlpool Corp

Consumer Cyclical
100
New
$90.25 - $112.34 $9.03K - $11.2K
100 $10K
MFG
Mizuho Financial Group Inc

Financial Services
2.35K
New
$3.69 - $4.62 $8.67K - $10.9K
2.35K $9K
JBL
Jabil Inc

Technology
49
+ 19.22%
$97.55 - $126.65 $4.78K - $6.21K
304 $36K
CCI
Crown Castle International Corp

Real Estate
47
+ 33.57%
$95.29 - $120.24 $4.48K - $5.65K
187 $22K
IAI
Ishares Tr Us Broker Dealers &

ETFs
77
New
$115.73 - $128.74 $8.91K - $9.91K
77 $9K
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 2.91%
$531.86 - $624.21 $1.6K - $1.87K
106 $65K
GRMN
Garmin LTD

Technology
6
+ 0.95%
$161.1 - $183.29 $967 - $1.1K
640 $112K
Activity Summary
Buys All Purchases 190 New Holdings 60 Increased Positions 130 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
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