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
HD
Home Depot, Inc.

Consumer Cyclical
514
+ 7.72%
$385.02 - $431.37 $198K - $222K
7.18K $2.79M
NVS
Novartis Ag

Healthcare
1K
+ 199.2%
$96.78 - $117.18 $96.8K - $117K
1.5K $146K
VGT
Vanguard Information Technolog

ETFs
120
+ 32.35%
$571.78 - $647.97 $68.6K - $77.8K
491 $305K
AMD
Advanced Micro Devices Inc

Technology
874
+ 186.35%
$118.88 - $172.8 $104K - $151K
1.34K $162K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.17K
+ 30.54%
$80.93 - $85.66 $94.5K - $100K
4.99K $404K
META
Meta Platforms, Inc.

Communication Services
95
+ 7.66%
$554.08 - $632.68 $52.6K - $60.1K
1.34K $788K
KKR
Kkr & Co. Inc.

Financial Services
122
+ 3.5%
$129.87 - $162.87 $15.8K - $19.9K
3.61K $533K
CRWD
Crowd Strike Holdings, Inc.

Technology
5
+ 0.43%
$275.15 - $388.2 $1.38K - $1.94K
1.17K $400K
CMI
Cummins Inc

Industrials
104
+ 7.48%
$324.93 - $383.42 $33.8K - $39.9K
1.5K $521K
DAL
Delta Air Lines, Inc.

Industrials
41
+ 0.58%
$47.46 - $65.77 $1.95K - $2.7K
7.11K $430K
ALB
Albemarle Corp

Basic Materials
802
+ 178.22%
$86.08 - $111.3 $69K - $89.3K
1.25K $107K
STRL
Sterling Construction CO Inc

Industrials
245
+ 25.9%
$142.94 - $199.03 $35K - $48.8K
1.19K $200K
GLW
Corning Inc

Technology
1.3K
+ 260.6%
$44.11 - $49.76 $57.5K - $64.8K
1.8K $85K
DLR
Digital Realty Trust, Inc.

Real Estate
344
+ 404.71%
$156.46 - $195.69 $53.8K - $67.3K
429 $76K
VIG
Vanguard Dividend Appreciation

ETFs
333
+ 0.5%
N/A
67K $12.2M
UNM
Unum Group

Financial Services
5
+ 0.12%
$58.88 - $77.07 $294 - $385
4.31K $314K
HUBS
Hubspot Inc

Technology
2
+ 0.58%
$514.07 - $757.4 $1.03K - $1.51K
345 $240K
T
At&T Inc.

Communication Services
2.16K
+ 21.16%
$21.22 - $23.88 $45.8K - $51.5K
12.4K $281K
ETN
Eaton Corp PLC

Industrials
168
+ 28.28%
$326.96 - $377.52 $54.9K - $63.4K
762 $252K
IBM
International Business Machines Corp

Technology
258
+ 21.81%
$204.9 - $238.04 $52.9K - $61.4K
1.44K $316K
FHN
First Horizon Corp

Financial Services
16
+ 0.14%
$14.91 - $21.42 $239 - $343
11.7K $235K
VHT
Vanguard Health Care ETF

ETFs
364
+ 26.67%
$250.81 - $283.3 $91.3K - $103K
1.73K $438K
NOC
Northrop Grumman Corp

Industrials
105
+ 477.27%
$466.52 - $543.88 $49K - $57.1K
127 $59K
MA
Mastercard Inc

Financial Services
45
+ 6.05%
$491.3 - $536.15 $22.1K - $24.1K
789 $415K
DFS
Discover Financial Services

Financial Services
7
+ 0.5%
$136.3 - $182.67 $954 - $1.28K
1.41K $243K
GS
Goldman Sachs Group Inc

Financial Services
53
+ 33.33%
$486.1 - $608.57 $25.8K - $32.3K
212 $121K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
615
+ 61.5%
$62.09 - $82.32 $38.2K - $50.6K
1.62K $107K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 2.04%
$4100.99 - $5300.34 $4.1K - $5.3K
50 $248K
BMY
Bristol Myers Squibb CO

Healthcare
514
+ 21.85%
$51.92 - $59.94 $26.7K - $30.8K
2.87K $162K
RMBS
Rambus Inc

Technology
29
+ 0.83%
$40.13 - $59.14 $1.16K - $1.72K
3.53K $186K
SHOP
Shopify Inc.

Technology
25
+ 1.98%
$78.14 - $119.49 $1.95K - $2.99K
1.29K $136K
PYPL
Pay Pal Holdings, Inc.

Financial Services
359
+ 211.18%
$77.25 - $91.3 $27.7K - $32.8K
529 $45K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
850
+ 23.76%
$42.7 - $46.33 $36.3K - $39.4K
4.43K $189K
MET
Metlife Inc

Financial Services
367
+ 115.05%
$78.15 - $88.25 $28.7K - $32.4K
686 $56K
ENB
Enbridge Inc

Energy
625
+ 32.05%
$40.4 - $43.92 $25.3K - $27.5K
2.58K $109K
MO
Altria Group, Inc.

Consumer Defensive
260
+ 2.12%
$49.06 - $57.74 $12.8K - $15K
12.5K $654K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
750
+ 75.0%
$28.6 - $34.92 $21.5K - $26.2K
1.75K $58K
TTE
Total Energies Se

Energy
400
+ 156.25%
N/A
656 $45K
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 3.55%
$873.59 - $994.69 $14K - $15.9K
467 $427K
VDE
Vanguard Energy ETF

ETFs
240
+ 9.49%
$116.67 - $136.78 $28K - $32.8K
2.77K $336K
FDX
Fedex Corp

Industrials
80
+ 17.24%
$260.5 - $305.15 $20.8K - $24.4K
544 $153K
DRI
Darden Restaurants Inc

Consumer Cyclical
129
+ 103.2%
$155.96 - $188.66 $20.1K - $24.3K
254 $47K
GM
General Motors CO

Consumer Cyclical
289
+ 21.94%
$44.82 - $60.2 $13K - $17.4K
1.61K $85K
WHR
Whirlpool Corp

Consumer Cyclical
216
+ 216.0%
$99.28 - $124.45 $21.4K - $26.9K
316 $36K
EMR
Emerson Electric CO

Industrials
18
+ 1.1%
$108.13 - $134.33 $1.95K - $2.42K
1.66K $205K
SCHX
Schwab Strategic Tr Us Large C

ETFs
29.7K
+ 200.0%
$22.4 - $68.28 $666K - $2.03M
44.6K $1.03M
SYY
Sysco Corp

Consumer Defensive
321
+ 107.36%
$73.63 - $81.77 $23.6K - $26.2K
620 $47K
ITA
Ishares Tr

ETFs
164
+ 273.33%
$144.31 - $157.31 $23.7K - $25.8K
224 $32K
TT
Trane Technologies PLC

Industrials
69
+ 71.88%
$369.35 - $419.14 $25.5K - $28.9K
165 $60K
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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