Hhm Wealth Advisors, LLC Incresed Positions in Q2 2025

Hhm Wealth Advisors, LLC

  • $831 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.3M
+ 31.32%
$19.1 - $23.83 $24.9M - $31.1M
5.47M $130M
SCHG
Schwab Strategic Tr Us Large C

ETFs
222K
+ 6.25%
$22.27 - $29.21 $4.94M - $6.47M
3.77M $110M
SPMD
Spdr Portfolio

ETFs
49K
+ 6.04%
$44.89 - $54.38 $2.2M - $2.67M
861K $46.8M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
42.7K
+ 5.5%
$32.0 - $39.87 $1.37M - $1.7M
819K $32.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.7K
+ 1.68%
$17.76 - $22.1 $367K - $457K
1.25M $27.7M
UNM
Unum Group

Financial Services
26.9K
+ 623.72%
$70.48 - $82.91 $1.89M - $2.23M
31.2K $2.52M
SCHA
Schwab Strategic Tr Us Small C

ETFs
43.5K
+ 9.9%
$20.42 - $25.3 $888K - $1.1M
483K $12.2M
NVDA
Nvidia Corp

Technology
3.35K
+ 16.04%
$94.31 - $157.99 $316K - $530K
24.3K $3.83M
FNDF
Schwab Fundamental Intl Large

ETFs
5.7K
+ 1.87%
$32.25 - $40.02 $184K - $228K
310K $12.4M
AMZN
Amazon Com Inc

Consumer Cyclical
751
+ 1.84%
$167.32 - $223.3 $126K - $168K
41.7K $9.14M
VUG
Vanguard Growth ETF

ETFs
393
+ 4.37%
$329.49 - $438.4 $129K - $172K
9.4K $4.12M
TSLA
Tesla, Inc.

Consumer Cyclical
1.24K
+ 23.47%
$221.86 - $362.89 $275K - $449K
6.51K $2.07M
VIG
Vanguard Dividend Appreciation

ETFs
3.7K
+ 5.44%
N/A
71.7K $13.1M
GOOGL
Alphabet Inc.

Communication Services
1.76K
+ 13.01%
$144.7 - $178.6 $255K - $314K
15.3K $2.69M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.34K
+ 1094.7%
$108.12 - $135.04 $469K - $585K
4.73K $638K
QQQ
Invesco Qqq Trust, Series 1

ETFs
528
+ 24.91%
$416.06 - $551.64 $220K - $291K
2.65K $1.46M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
9.78K
+ 12.54%
$43.63 - $45.4 $427K - $444K
87.8K $3.92M
FHN
First Horizon Corp

Financial Services
17.4K
+ 231.03%
$16.21 - $21.2 $282K - $369K
24.9K $528K
MLR
Miller Industries Inc

Consumer Cyclical
6.76K
+ 67.6%
$38.99 - $47.29 $264K - $320K
16.8K $745K
META
Meta Platforms, Inc.

Communication Services
155
+ 12.55%
$484.66 - $738.09 $75.1K - $114K
1.39K $1.03M
COF
Capital One Financial Corp

Financial Services
1.3K
+ 379.3%
$150.57 - $212.76 $196K - $277K
1.64K $349K
GE
General Electric CO

Industrials
300
+ 8.59%
$166.81 - $257.39 $50K - $77.2K
3.79K $976K
STRL
Sterling Construction CO Inc

Industrials
557
+ 46.57%
$104.96 - $231.51 $58.5K - $129K
1.75K $404K
VTV
Vanguard Value ETF

ETFs
1.15K
+ 173.94%
$153.67 - $176.74 $176K - $203K
1.81K $319K
VBR
Vanguard Small Cap Value ETF

ETFs
983
+ 114.7%
$162.76 - $195.77 $160K - $192K
1.84K $358K
NSC
Norfolk Southern Corp

Industrials
5
+ 0.05%
$206.34 - $257.46 $1.03K - $1.29K
9.89K $2.53M
TTD
Trade Desk, Inc.

Technology
500
+ 8.41%
$45.27 - $79.4 $22.6K - $39.7K
6.45K $463K
CSM
Proshares Large Cap Core Plus

ETFs
1.85K
+ 184.8%
$56.33 - $70.47 $104K - $130K
2.85K $200K
VNQ
Vanguard Specialized Funds Van

ETFs
6.08K
+ 2.18%
$79.79 - $91.42 $485K - $556K
286K $25.4M
FNDA
Schwab Fundamental U S Small C

ETFs
500
+ 0.56%
$23.85 - $28.69 $11.9K - $14.3K
89.9K $2.57M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
944
+ 42.91%
$60.61 - $87.72 $57.2K - $82.8K
3.14K $266K
MU
Micron Technology Inc

Technology
40
+ 1.41%
$64.72 - $127.91 $2.59K - $5.12K
2.87K $354K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.68K
+ 6.6%
$37.08 - $42.26 $99.2K - $113K
43.2K $1.79M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.01K
+ 8.75%
$77.94 - $79.5 $78.3K - $79.9K
12.5K $992K
VB
Vanguard Small Cap ETF

ETFs
200
+ 7.92%
$193.73 - $237.37 $38.7K - $47.5K
2.73K $645K
CATH
Global X Fds Global X S&P 500

ETFs
625
+ 15.31%
$59.85 - $75.45 $37.4K - $47.2K
4.71K $355K
GLD
Spdr Gold Trust

ETFs
91
+ 3.3%
$273.71 - $316.29 $24.9K - $28.8K
2.85K $869K
AMD
Advanced Micro Devices Inc

Technology
40
+ 2.41%
$78.21 - $143.81 $3.13K - $5.75K
1.7K $241K
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.03%
$92.79 - $134.29 $92.8 - $134
3.57K $474K
VEA
Vanguard Ftse Developed Market

ETFs
153
+ 1.83%
$45.65 - $57.01 $6.98K - $8.72K
8.49K $484K
IWS
Ishares Russell Midcap Value E

ETFs
415
+ 532.05%
$110.58 - $132.14 $45.9K - $54.8K
493 $65K
DAL
Delta Air Lines, Inc.

Industrials
270
+ 3.79%
$35.88 - $52.99 $9.69K - $14.3K
7.39K $363K
EFA
Ishares Tr Msci Eafe ETF

ETFs
263
+ 8.73%
$72.96 - $90.39 $19.2K - $23.8K
3.28K $292K
HWM
Howmet Aerospace Inc.

Industrials
120
+ 37.85%
$112.33 - $186.13 $13.5K - $22.3K
437 $81K
HON
Honeywell International Inc

Industrials
71
+ 6.72%
$182.86 - $232.88 $13K - $16.5K
1.13K $262K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
850
+ 26.41%
$32.77 - $38.72 $27.9K - $32.9K
4.07K $157K
BWXT
Bwx Technologies, Inc.

Industrials
70
+ 17.95%
$89.24 - $144.06 $6.25K - $10.1K
460 $66K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
18
+ 0.47%
$65.84 - $80.81 $1.19K - $1.45K
3.83K $307K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6
+ 0.1%
$114.78 - $133.31 $689 - $800
5.85K $779K
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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