Hhm Wealth Advisors, LLC Purchases in Q2 2025

Hhm Wealth Advisors, LLC

  • $831 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SLB
Schlumberger Limited

Energy
100
+ 238.1%
$31.95 - $42.2 $3.2K - $4.22K
142 $4K
PEGA
Pegasystems Inc

Technology
50
+ 100.0%
$49.95 - $103.29 $2.5K - $5.16K
100 $5K
XLE
Energy Sector Spdr

ETFs
35
+ 42.68%
$76.44 - $94.13 $2.68K - $3.29K
117 $9K
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.6%
$141.87 - $164.49 $142 - $164
168 $27K
FAST
Fastenal CO

Industrials
98
+ 100.0%
$40.65 - $83.16 $3.98K - $8.15K
196 $8K
Coreweave Inc
4.17K
New
N/A
4.17K $0
Srm Entertainment Inc
3
New
N/A
3 $0
AGNC
Agnc Investment Corp.

Real Estate
2
+ 3.77%
$8.12 - $9.49 $16.2 - $19
55 $0
Atlas Energy Solutions Inc
400
New
N/A
400 $0
Arista Networks Inc
30
+ 1.29%
N/A
2.35K $0
Barrick Mng Corp
400
New
N/A
400 $0
Astera Labs Inc
21
New
N/A
21 $0
Core Scientific Inc New
946
+ 96.53%
N/A
1.93K $0
Circle Internet Group Inc
130
New
N/A
130 $0
Rbb Fund Trust
6.21K
New
N/A
6.21K $0
Pacer Fds Tr
56
+ 11.79%
N/A
531 $0
IBKR
Interactive Brokers Group, Inc.

Financial Services
12
+ 300.0%
$50.53 - $212.53 $606 - $2.55K
16 $0
Ralliant Corp
250
New
N/A
250 $0
Ree Automotive LTD
790
New
N/A
790 $0
Msc Income Fund Inc
128
New
N/A
128 $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
250
+ 11.66%
N/A
2.4K $0
Gsk PLC
260
+ 38.98%
N/A
927 $0
Ishares Bitcoin Trust ETF
530
+ 5.5%
N/A
10.2K $0
Grayscale Bitcoin Mini Tr Et
188
+ 18.08%
N/A
1.23K $0
MAT
Mattel Inc

Consumer Cyclical
10
+ 25.0%
$14.55 - $20.12 $146 - $201
50 $0
Liberty Media Corp Del
2
New
N/A
2 $0
Galaxy Digital Inc.
3
New
N/A
3 $0
EEM
Ishares Msci Emerging Markets

ETFs
1
+ 2.78%
$38.52 - $48.28 $38.5 - $48.3
37 $1K
NUVB
Nuvation Bio Inc.

Healthcare
13
+ 10.32%
$1.66 - $2.53 $21.6 - $32.9
139 $0
Exchange Traded Concepts Tru
2.85K
+ 40757.14%
N/A
2.86K $0
QTUM
ETF Ser Solutions Defiance Qua
75
+ 150.0%
N/A
125 $0
Pony Ai Inc
1.43K
New
N/A
1.43K $0
HPF
John Hancock Preferred Income Fund Ii

Financial Services
37
+ 2.36%
$15.08 - $16.68 $558 - $617
1.61K $25K
PFE
Pfizer Inc

Healthcare
332
+ 3.84%
$21.59 - $24.84 $7.17K - $8.25K
8.99K $217K
CAG
Conagra Brands Inc.

Consumer Defensive
20
+ 6.67%
$20.4 - $26.78 $408 - $536
320 $6K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
588
+ 1400.0%
$87.84 - $1441.89 $51.6K - $848K
630 $56K
GRMN
Garmin LTD

Technology
2
+ 0.31%
$173.63 - $218.07 $347 - $436
652 $136K
FLO
Flowers Foods Inc

Consumer Defensive
50
+ 1.62%
$15.86 - $19.21 $793 - $961
3.14K $50K
UPS
United Parcel Service Inc

Industrials
55
+ 2.14%
$91.92 - $110.2 $5.06K - $6.06K
2.63K $265K
TM
Toyota Motor Corp

Consumer Cyclical
50
+ 0.73%
$158.63 - $195.39 $7.93K - $9.77K
6.95K $1.2M
MRK
Merck & Co., Inc.

Healthcare
63
+ 1.0%
$73.47 - $87.12 $4.63K - $5.49K
6.38K $504K
CVX
Chevron Corp

Energy
52
+ 1.48%
$133.73 - $168.51 $6.95K - $8.76K
3.57K $511K
UNH
Unitedhealth Group Inc

Healthcare
264
+ 8.96%
$274.35 - $599.47 $72.4K - $158K
3.21K $1M
AAPL
Apple Inc.

Technology
391
+ 0.57%
$172.42 - $223.89 $67.4K - $87.5K
69.5K $14.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
214K
+ 4.31%
$24.32 - $27.87 $5.21M - $5.97M
5.19M $138M
Activity Summary
Buys All Purchases 146 New Holdings 34 Increased Positions 112 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 0 Puts 0
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