Hhm Wealth Advisors, LLC Incresed Positions in Q4 2024

Hhm Wealth Advisors, LLC

  • $728 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.57M
+ 295.87%
$25.93 - $105.3 $66.5M - $270M
3.43M $95.7M
AAPL
Apple Inc.

Technology
14.2K
+ 25.77%
$221.69 - $259.02 $3.15M - $3.68M
69.3K $17.4M
MSTR
Microstrategy Inc

Technology
9.88K
+ 124.17%
$162.69 - $473.83 $1.61M - $4.68M
17.8K $5.17M
MSFT
Microsoft Corp

Technology
5.39K
+ 28.23%
$406.35 - $454.46 $2.19M - $2.45M
24.5K $10.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.68M
+ 199.4%
$22.01 - $66.82 $59M - $179M
4.02M $91.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.41K
+ 3.56%
$180.88 - $232.93 $255K - $329K
41K $9M
IVV
Ishares Core S&P 500 ETF

ETFs
2.15K
+ 106.91%
$570.51 - $610.59 $1.23M - $1.31M
4.16K $2.45M
V
Visa Inc.

Financial Services
3.65K
+ 161.49%
$273.87 - $320.91 $999K - $1.17M
5.91K $1.87M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.99K
+ 2647.79%
$370.24 - $418.94 $1.11M - $1.25M
3.11K $1.25M
LOW
Lowes Companies Inc

Consumer Cyclical
4.58K
+ 538.35%
$244.52 - $284.07 $1.12M - $1.3M
5.43K $1.34M
JPM
Jpmorgan Chase & CO

Financial Services
3.66K
+ 55.19%
$205.18 - $250.29 $752K - $917K
10.3K $2.47M
TSLA
Tesla, Inc.

Consumer Cyclical
952
+ 22.31%
$213.65 - $479.86 $203K - $457K
5.22K $2.11M
SPMD
Spdr Portfolio

ETFs
18K
+ 3.19%
$54.13 - $59.56 $973K - $1.07M
582K $31.8M
UNH
Unitedhealth Group Inc

Healthcare
1.87K
+ 176.87%
$485.52 - $625.25 $906K - $1.17M
2.92K $1.48M
SPTS
Spdr Portfolio Short Term Trea

ETFs
43.3K
+ 4.05%
$28.88 - $29.33 $1.25M - $1.27M
1.11M $32.3M
NFLX
Netflix Inc

Communication Services
735
+ 117.6%
$687.65 - $936.56 $505K - $688K
1.36K $1.21M
ACN
Accenture PLC

Technology
1.85K
+ 673.72%
$343.9 - $376.86 $635K - $696K
2.12K $745K
WMT
Walmart Inc.

Consumer Defensive
5.12K
+ 38.37%
$79.1 - $95.7 $405K - $490K
18.5K $1.67M
WM
Waste Management Inc

Industrials
2.6K
+ 45.59%
$201.79 - $228.46 $524K - $593K
8.29K $1.67M
ORCL
Oracle Corp

Technology
2.96K
+ 279.15%
$165.41 - $192.43 $489K - $569K
4.02K $669K
DIS
Walt Disney CO

Communication Services
3.86K
+ 225.51%
$92.39 - $117.6 $357K - $454K
5.58K $620K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
11.3K
+ 18.71%
$45.38 - $46.88 $515K - $532K
72K $3.28M
GOOG
Alphabet Inc.

Communication Services
1.17K
+ 12.44%
$163.08 - $198.16 $190K - $231K
10.6K $2.01M
ABBV
Abb Vie Inc.

Healthcare
3.06K
+ 51.23%
$164.99 - $203.87 $505K - $623K
9.03K $1.6M
NVDA
Nvidia Corp

Technology
1.18K
+ 6.81%
$117.0 - $148.88 $138K - $175K
18.4K $2.48M
AMT
American Tower Corp

Real Estate
2.05K
+ 360.92%
$179.4 - $232.01 $368K - $476K
2.62K $480K
ABT
Abbott Laboratories

Healthcare
3.06K
+ 88.46%
$111.93 - $119.39 $342K - $365K
6.52K $736K
VUG
Vanguard Growth ETF

ETFs
208
+ 2.4%
$378.79 - $428.11 $78.8K - $89K
8.89K $3.65M
CLX
Clorox CO

Consumer Defensive
1.51K
+ 212.11%
$156.51 - $169.74 $236K - $256K
2.22K $359K
SCHA
Schwab Strategic Tr Us Small C

ETFs
226K
+ 103.33%
$25.33 - $51.16 $5.73M - $11.6M
445K $11.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
475
+ 448.11%
$501.29 - $612.85 $238K - $291K
581 $302K
AVGO
Broadcom Inc.

Technology
760
+ 81.72%
$159.67 - $250.0 $121K - $190K
1.69K $391K
RTX
Raytheon Technologies Corp

Industrials
2.06K
+ 97.13%
$114.45 - $127.21 $236K - $262K
4.18K $484K
CVX
Chevron Corp

Energy
1.56K
+ 89.91%
$141.15 - $162.53 $220K - $254K
3.3K $477K
PLTR
Palantir Technologies Inc.

Technology
492
+ 10.53%
$36.46 - $82.38 $17.9K - $40.5K
5.16K $390K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.86K
+ 16.09%
$49.79 - $51.14 $242K - $249K
35.1K $1.76M
PG
Procter & Gamble CO

Consumer Defensive
1.41K
+ 13.43%
$161.05 - $179.7 $227K - $253K
11.9K $2M
CSCO
Cisco Systems, Inc.

Technology
1.22K
+ 6.91%
$52.45 - $60.02 $64K - $73.2K
18.9K $1.12M
XOM
Exxon Mobil Corp

Energy
2.41K
+ 28.33%
$105.51 - $125.37 $254K - $302K
10.9K $1.17M
SCHW
Schwab Charles Corp

Financial Services
2K
+ 69.44%
$63.31 - $82.85 $127K - $166K
4.88K $361K
UNP
Union Pacific Corp

Industrials
930
+ 39.09%
$223.15 - $249.32 $208K - $232K
3.31K $754K
MRK
Merck & Co., Inc.

Healthcare
2.23K
+ 52.72%
$96.31 - $114.76 $214K - $255K
6.45K $641K
ALL
Allstate Corp

Financial Services
732
+ 39.78%
$181.25 - $208.2 $133K - $152K
2.57K $495K
UPS
United Parcel Service Inc

Industrials
1.2K
+ 87.06%
$122.65 - $138.35 $147K - $166K
2.57K $324K
JNJ
Johnson & Johnson

Healthcare
1.28K
+ 33.59%
$143.34 - $165.86 $183K - $212K
5.09K $736K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
250
+ 274.73%
$417.69 - $450.94 $104K - $113K
341 $145K
PEP
Pepsico Inc

Consumer Defensive
938
+ 46.85%
$151.29 - $176.1 $142K - $165K
2.94K $447K
BAC
Bank Of America Corp

Financial Services
700
+ 4.33%
$39.22 - $47.77 $27.5K - $33.4K
16.9K $741K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.47K
+ 26.23%
$26.63 - $30.23 $146K - $165K
26.3K $701K
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
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