Hhm Wealth Advisors, LLC Incresed Positions in Q1 2025

Hhm Wealth Advisors, LLC

  • $735 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
C
Citigroup Inc

Financial Services
467
+ 805.17%
$67.23 - $84.63 $31.4K - $39.5K
525 $37K
LAMR
Lamar Advertising CO

Real Estate
269
+ 26900.0%
$110.65 - $132.9 $29.8K - $35.8K
270 $30K
FTNT
Fortinet, Inc.

Technology
190
+ 3.54%
$92.49 - $114.57 $17.6K - $21.8K
5.56K $535K
VTWO
Vanguard Russell 2000 ETF

ETFs
285
+ 581.63%
$80.08 - $92.93 $22.8K - $26.5K
334 $26K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
112
+ 273.17%
$192.82 - $222.1 $21.6K - $24.9K
153 $29K
PNC
Pnc Financial Services Group, Inc.

Financial Services
130
+ 104.84%
$168.84 - $202.89 $21.9K - $26.4K
254 $44K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.61%
$279.74 - $321.29 $1.4K - $1.61K
830 $259K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
305
+ 6100.0%
$64.88 - $72.1 $19.8K - $22K
310 $20K
HD
Home Depot, Inc.

Consumer Cyclical
494
+ 6.89%
$347.25 - $424.87 $172K - $210K
7.67K $2.81M
BSX
Boston Scientific Corp

Healthcare
103
+ 13.24%
$89.38 - $106.18 $9.21K - $10.9K
881 $88K
ISRG
Intuitive Surgical Inc

Healthcare
45
+ 26.63%
$476.63 - $610.45 $21.4K - $27.5K
214 $105K
IEFA
Ishares Tr

ETFs
155
+ 21.74%
$69.57 - $78.65 $10.8K - $12.2K
868 $65K
DEO
Diageo PLC

Consumer Defensive
150
+ 405.41%
$104.79 - $126.12 $15.7K - $18.9K
187 $19K
MS
Morgan Stanley

Financial Services
179
+ 22.74%
$111.68 - $141.08 $20K - $25.3K
966 $112K
WHR
Whirlpool Corp

Consumer Cyclical
244
+ 77.22%
$88.58 - $133.14 $21.6K - $32.5K
560 $50K
CATH
Global X Fds Global X S&P 500

ETFs
395
+ 10.72%
$66.14 - $74.2 $26.1K - $29.3K
4.08K $275K
CI
Cigna Corp

Healthcare
26
+ 26.8%
$274.49 - $329.0 $7.14K - $8.55K
123 $40K
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
WFC
Wells Fargo & Company

Financial Services
1
+ 0.01%
$66.78 - $81.42 $66.8 - $81.4
6.9K $495K
PLD
Prologis, Inc.

Real Estate
96
+ 274.29%
$103.59 - $124.04 $9.94K - $11.9K
131 $14K
QCOM
Qualcomm Inc

Technology
66
+ 3.57%
$151.94 - $175.86 $10K - $11.6K
1.92K $294K
AZN
Astrazeneca PLC

Healthcare
1
+ 0.09%
$65.37 - $77.96 $65.4 - $78
1.16K $85K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6
+ 0.1%
$126.11 - $135.06 $757 - $810
5.84K $753K
AMD
Advanced Micro Devices Inc

Technology
319
+ 23.75%
$96.63 - $129.55 $30.8K - $41.3K
1.66K $170K
XLI
Industrial Sector Spdr

ETFs
60
+ 30.0%
$128.78 - $141.67 $7.73K - $8.5K
260 $34K
GRMN
Garmin LTD

Technology
3
+ 0.46%
$204.55 - $241.93 $614 - $726
650 $141K
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
OMC
Omnicom Group Inc.

Communication Services
85
+ 27.87%
$79.43 - $88.34 $6.75K - $7.51K
390 $32K
BWXT
Bwx Technologies, Inc.

Industrials
100
+ 34.48%
$96.59 - $128.46 $9.66K - $12.8K
390 $38K
AEP
American Electric Power CO Inc

Utilities
1
+ 0.36%
$90.32 - $109.27 $90.3 - $109
278 $30K
VOE
Vanguard Mid Cap Value Index F

ETFs
29
+ 21.01%
$156.61 - $168.02 $4.54K - $4.87K
167 $26K
MPW
Medical Properties Trust Inc

Real Estate
105
+ 7.78%
$3.83 - $6.21 $402 - $652
1.46K $8K
VRT
Vertiv Holdings CO

Industrials
40
+ 307.69%
N/A
53 $4K
F
Ford Motor CO

Consumer Cyclical
86
+ 1.74%
$9.12 - $10.43 $784 - $897
5.03K $50K
KMI
Kinder Morgan, Inc.

Energy
75
+ 89.29%
$26.1 - $31.22 $1.96K - $2.34K
159 $4K
GM
General Motors CO

Consumer Cyclical
232
+ 14.45%
$45.22 - $54.92 $10.5K - $12.7K
1.84K $86K
CTRA
Coterra Energy Inc.

Energy
2
+ 0.58%
$25.51 - $29.83 $51 - $59.7
345 $9K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
34
+ 2.21%
$16.06 - $17.52 $546 - $596
1.57K $26K
XLE
Energy Sector Spdr

ETFs
1
+ 1.23%
$85.7 - $93.96 $85.7 - $94
82 $7K
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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