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
ABNB
Airbnb, Inc.

Consumer Cyclical
10
+ 41.67%
$119.38 - $161.42 $1.19K - $1.61K
34 $4K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
100
+ 2.11%
$8.11 - $8.58 $811 - $858
4.83K $39K
WBD
Warner Bros. Discovery, Inc.

Communication Services
9
+ 2.09%
$9.47 - $11.46 $85.2 - $103
439 $4K
RIOT
Riot Blockchain, Inc.

Technology
40
+ 200.0%
$7.12 - $13.54 $285 - $542
60 $0
Arista Networks Inc
925
+ 66.26%
N/A
2.32K $0
Core Scientific Inc New
532
+ 118.75%
N/A
980 $0
Gsk PLC
460
+ 222.22%
N/A
667 $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
2.85K
+ 15.16%
N/A
21.6K $0
XEL
Xcel Energy Inc

Utilities
1
+ 9.09%
$63.37 - $72.1 $63.4 - $72.1
12 $0
Ishares Bitcoin Trust ETF
7.05K
+ 272.3%
N/A
9.64K $0
Cava Group Inc
19
+ 95.0%
N/A
39 $0
CLF
Cleveland Cliffs Inc.

Basic Materials
75
+ 21.43%
$8.22 - $12.02 $617 - $902
425 $3K
Ge Vernova Inc
50
+ 5.77%
N/A
916 $0
Canadian Pacific Kansas City
2
+ 8.0%
N/A
27 $0
Pamt Corp
1.18K
+ 43.52%
N/A
3.88K $0
Pacer Fds Tr
127
+ 36.49%
N/A
475 $0
AGNC
Agnc Investment Corp.

Real Estate
2
+ 3.92%
$9.12 - $10.54 $18.2 - $21.1
53 $0
OXY
Occidental Petroleum Corp

Energy
1
+ 0.2%
$45.45 - $52.7 $45.5 - $52.7
498 $24K
ET
Energy Transfer LP

Energy
86
+ 6.21%
$17.26 - $21.08 $1.48K - $1.81K
1.47K $27K
APP
App Lovin Corp

Technology
10
+ 22.22%
$238.08 - $510.13 $2.38K - $5.1K
55 $14K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
43
+ 1.08%
$11.22 - $11.8 $482 - $507
4.04K $45K
MET
Metlife Inc

Financial Services
1
+ 0.15%
$77.7 - $87.0 $77.7 - $87
687 $55K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
69
+ 2.0%
$14.21 - $15.67 $980 - $1.08K
3.52K $50K
MRVL
Marvell Technology, Inc.

Technology
11
+ 30.56%
$61.57 - $126.06 $677 - $1.39K
47 $2K
NVT
N Vent Electric PLC

Industrials
32
+ 19.05%
$52.42 - $75.4 $1.68K - $2.41K
200 $10K
PHM
Pultegroup Inc

Consumer Cyclical
1
+ 0.71%
$101.09 - $118.51 $101 - $119
141 $14K
NVO
Novo Nordisk A S

Healthcare
2
+ 2.22%
$69.3 - $90.95 $139 - $182
92 $6K
GIS
General Mills Inc

Consumer Defensive
153
+ 5.28%
$57.56 - $65.3 $8.81K - $9.99K
3.05K $182K
BAC
Bank Of America Corp

Financial Services
843
+ 5.0%
$39.61 - $47.74 $33.4K - $40.2K
17.7K $739K
CVLG
Covenant Logistics Group, Inc.

Industrials
230
+ 100.0%
$22.2 - $29.12 $5.11K - $6.7K
460 $10K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
79
+ 8.33%
$102.49 - $119.96 $8.1K - $9.48K
1.03K $107K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
3
+ 0.18%
$55.12 - $62.6 $165 - $188
1.67K $94K
PWR
Quanta Services, Inc.

Industrials
40
+ 16.67%
$236.71 - $358.03 $9.47K - $14.3K
280 $71K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
38
+ 2.59%
$40.03 - $46.81 $1.52K - $1.78K
1.5K $61K
FLO
Flowers Foods Inc

Consumer Defensive
45
+ 1.48%
$18.05 - $20.78 $812 - $935
3.09K $58K
HON
Honeywell International Inc

Industrials
17
+ 1.64%
$202.75 - $226.52 $3.45K - $3.85K
1.06K $223K
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 0.11%
$169.43 - $182.84 $1.19K - $1.28K
6.25K $1.08M
CGNX
Cognex Corp

Technology
1
+ 0.05%
$29.83 - $41.02 $29.8 - $41
1.82K $54K
AVGO
Broadcom Inc.

Technology
570
+ 33.73%
$167.43 - $244.7 $95.4K - $139K
2.26K $378K
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 1.02%
$551.42 - $612.93 $4.41K - $4.9K
796 $445K
TFC
Truist Financial Corp

Financial Services
19
+ 0.21%
$39.48 - $48.15 $750 - $915
8.95K $368K
NKE
Nike, Inc.

Consumer Cyclical
62
+ 3.35%
$63.29 - $81.72 $3.92K - $5.07K
1.91K $121K
FDX
Fedex Corp

Industrials
5
+ 0.92%
$230.33 - $281.53 $1.15K - $1.41K
549 $133K
CMI
Cummins Inc

Industrials
79
+ 5.28%
$312.92 - $386.07 $24.7K - $30.5K
1.57K $493K
ETN
Eaton Corp PLC

Industrials
47
+ 6.17%
$271.83 - $371.23 $12.8K - $17.4K
809 $219K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
49
+ 1.84%
$507.05 - $563.67 $24.8K - $27.6K
2.71K $1.39M
UPS
United Parcel Service Inc

Industrials
2
+ 0.08%
$109.66 - $136.26 $219 - $273
2.58K $283K
IYW
Ishares Dj Us Tech ETF

ETFs
9
+ 0.39%
$140.44 - $166.79 $1.26K - $1.5K
2.33K $327K
VTI
Vanguard Total Stock Market Et

ETFs
95
+ 1.97%
$271.18 - $303.12 $25.8K - $28.8K
4.93K $1.35M
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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