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
SLV
I Shares Silver Trust

ETFs
600
+ 45.8%
$27.08 - $33.74 $16.2K - $20.2K
1.91K $62K
SMBK
Smartfinancial Inc.

Financial Services
266
+ 5.52%
$27.11 - $33.78 $7.21K - $8.99K
5.08K $171K
INCY
Incyte Corp

Healthcare
254
+ 1494.12%
$55.17 - $71.22 $14K - $18.1K
271 $18K
WHR
Whirlpool Corp

Consumer Cyclical
100
+ 17.86%
$75.71 - $101.42 $7.57K - $10.1K
660 $66K
DEO
Diageo PLC

Consumer Defensive
143
+ 76.47%
$99.86 - $115.75 $14.3K - $16.6K
330 $33K
ET
Energy Transfer LP

Energy
800
+ 54.42%
$15.65 - $18.93 $12.5K - $15.1K
2.27K $41K
SMR
Nuscale Power Corp

Industrials
112
+ 36.72%
$12.6 - $43.24 $1.41K - $4.84K
417 $16K
IWM
Ishares Russell 2000 ETF

ETFs
11
+ 2.01%
$174.82 - $215.79 $1.92K - $2.37K
558 $120K
MRVL
Marvell Technology, Inc.

Technology
114
+ 242.55%
$49.38 - $79.97 $5.63K - $9.12K
161 $12K
HBAN
Huntington Bancshares Inc

Financial Services
530
+ 82.94%
$12.49 - $16.76 $6.62K - $8.88K
1.17K $19K
INTC
Intel Corp

Technology
497
+ 6.3%
$18.13 - $22.69 $9.01K - $11.3K
8.38K $187K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13
+ 16.88%
$141.37 - $228.57 $1.84K - $2.97K
90 $20K
IBLC
Ishares Tr Blockchain & Tech E

ETFs
141
+ 113.71%
$21.9 - $39.27 $3.09K - $5.54K
265 $10K
FCX
Freeport Mcmoran Inc

Basic Materials
150
+ 150.0%
$29.15 - $44.46 $4.37K - $6.67K
250 $10K
IEMG
Ishares Inc

ETFs
141
+ 75.4%
N/A
328 $17K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
100
+ 100.0%
$27.82 - $46.45 $2.78K - $4.65K
200 $9K
LHX
L3 Harris Technologies, Inc.

Industrials
20
+ 40.0%
$200.21 - $256.99 $4K - $5.14K
70 $17K
RIOT
Riot Blockchain, Inc.

Technology
590
+ 983.33%
$6.29 - $11.3 $3.71K - $6.67K
650 $7K
OLN
Olin Corp

Basic Materials
965
+ 30.53%
$17.96 - $24.7 $17.3K - $23.8K
4.13K $82K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
72
+ 2.05%
$12.25 - $15.47 $882 - $1.11K
3.59K $55K
UAL
United Airlines Holdings, Inc.

Industrials
9
+ 1.94%
$56.15 - $84.23 $505 - $758
474 $37K
XLU
Utilities Sector Spdr

ETFs
35
+ 8.05%
$73.09 - $82.77 $2.56K - $2.9K
470 $38K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
102
+ 2.11%
$7.19 - $8.75 $733 - $893
4.93K $43K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
22
+ 1.46%
$35.35 - $42.68 $778 - $939
1.53K $65K
BOTZ
Global X Fds

ETFs
100
+ 117.65%
$24.51 - $32.65 $2.45K - $3.27K
185 $6K
NOC
Northrop Grumman Corp

Industrials
10
+ 8.2%
$456.3 - $540.39 $4.56K - $5.4K
132 $65K
ASTS
Ast Space Mobile, Inc.

Communication Services
26
+ 26.0%
$20.07 - $51.83 $522 - $1.35K
126 $5K
SLB
Schlumberger Limited

Energy
100
+ 238.1%
$31.95 - $42.2 $3.2K - $4.22K
142 $4K
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 2.01%
$166.82 - $194.23 $834 - $971
254 $49K
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
RYF
Invesco S&P 500 Equal Weight F

ETFs
250
+ 11.66%
N/A
2.4K $0
MAT
Mattel Inc

Consumer Cyclical
10
+ 25.0%
$14.55 - $20.12 $146 - $201
50 $0
Core Scientific Inc New
946
+ 96.53%
N/A
1.93K $0
AGNC
Agnc Investment Corp.

Real Estate
2
+ 3.77%
$8.12 - $9.49 $16.2 - $19
55 $0
Exchange Traded Concepts Tru
2.85K
+ 40757.14%
N/A
2.86K $0
NUVB
Nuvation Bio Inc.

Healthcare
13
+ 10.32%
$1.66 - $2.53 $21.6 - $32.9
139 $0
Pacer Fds Tr
56
+ 11.79%
N/A
531 $0
Arista Networks Inc
30
+ 1.29%
N/A
2.35K $0
EEM
Ishares Msci Emerging Markets

ETFs
1
+ 2.78%
$38.52 - $48.28 $38.5 - $48.3
37 $1K
SWK
Stanley Black & Decker, Inc.

Industrials
1
+ 4.76%
$55.86 - $76.98 $55.9 - $77
22 $1K
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
IBKR
Interactive Brokers Group, Inc.

Financial Services
12
+ 300.0%
$50.53 - $212.53 $606 - $2.55K
16 $0
Gsk PLC
260
+ 38.98%
N/A
927 $0
QTUM
ETF Ser Solutions Defiance Qua
75
+ 150.0%
N/A
125 $0
HPF
John Hancock Preferred Income Fund Ii

Financial Services
37
+ 2.36%
$15.08 - $16.68 $558 - $617
1.61K $25K
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
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email