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
CFG
Citizens Financial Group Inc

Financial Services
5
+ 3.05%
$39.92 - $48.46 $200 - $242
169 $7K
WELL
Welltower Inc.

Real Estate
16
+ 2.29%
$123.11 - $139.3 $1.97K - $2.23K
716 $90K
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 12.0%
$130.36 - $139.54 $782 - $837
56 $7K
STT
State Street Corp

Financial Services
2
+ 1.75%
$85.96 - $100.78 $172 - $202
116 $11K
SBUX
Starbucks Corp

Consumer Cyclical
30
+ 12.55%
$87.44 - $102.5 $2.62K - $3.08K
269 $24K
SLV
I Shares Silver Trust

ETFs
160
+ 11.85%
$26.33 - $31.74 $4.21K - $5.08K
1.51K $39K
NLOK
Norton Life Lock Inc.

Technology
28
+ 1.01%
N/A
2.81K $60K
DG
Dollar General Corp

Consumer Defensive
66
+ 15.38%
$73.27 - $84.47 $4.84K - $5.58K
495 $37K
ECL
Ecolab Inc.

Basic Materials
7
+ 43.75%
$234.32 - $261.43 $1.64K - $1.83K
23 $5K
PAYX
Paychex Inc

Industrials
6
+ 18.18%
$135.86 - $148.73 $815 - $892
39 $5K
MNST
Monster Beverage Corp

Consumer Defensive
20
+ 20.0%
$49.24 - $56.38 $985 - $1.13K
120 $6K
MDLZ
Mondelez International, Inc.

Consumer Defensive
201
+ 25.48%
$59.25 - $72.99 $11.9K - $14.7K
990 $59K
DKNG
Draft Kings Inc.

Consumer Cyclical
98
+ 6.53%
$35.32 - $44.84 $3.46K - $4.39K
1.6K $59K
AIG
American International Group, Inc.

Financial Services
21
+ 8.47%
$70.0 - $79.22 $1.47K - $1.66K
269 $19K
FITB
Fifth Third Bancorp

Financial Services
21
+ 13.82%
$41.76 - $48.44 $877 - $1.02K
173 $7K
NVT
N Vent Electric PLC

Industrials
18
+ 12.0%
$67.69 - $79.19 $1.22K - $1.43K
168 $11K
PNR
Pentair PLC

Industrials
2
+ 1.33%
$95.0 - $109.21 $190 - $218
152 $15K
SNAP
Snap Inc

Communication Services
8
+ 42.11%
$9.98 - $12.86 $79.8 - $103
27 $0
SONY
Sony Group Corp

Technology
8
+ 400.0%
$17.53 - $96.8 $140 - $774
10 $0
ACM
Aecom

Industrials
2
+ 100.0%
$101.97 - $116.97 $204 - $234
4 $0
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2
+ 66.67%
$66.77 - $71.52 $134 - $143
5 $0
AGNC
Agnc Investment Corp.

Real Estate
1
+ 2.0%
$9.21 - $10.59 $9.21 - $10.6
51 $0
AEP
American Electric Power CO Inc

Utilities
28
+ 11.24%
$90.91 - $102.21 $2.55K - $2.86K
277 $25K
TOL
Toll Brothers, Inc.

Consumer Cyclical
14
+ 18.67%
$123.8 - $167.8 $1.73K - $2.35K
89 $11K
BRO
Brown & Brown, Inc.

Financial Services
4
+ 4.0%
$100.93 - $113.42 $404 - $454
104 $10K
WEC
Wec Energy Group, Inc.

Utilities
9
+ 4.46%
$92.94 - $101.82 $836 - $916
211 $19K
VTRS
Viatris Inc

Healthcare
31
+ 182.35%
$11.32 - $13.37 $351 - $414
48 $0
VTV
Vanguard Value ETF

ETFs
6
+ 2.42%
$168.32 - $181.87 $1.01K - $1.09K
254 $43K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2
+ 6.67%
$113.79 - $124.5 $228 - $249
32 $3K
Ge Vernova Inc
14
+ 1.64%
N/A
866 $0
Ge Healthcare Technologies I
20
+ 1.92%
N/A
1.06K $0
Expand Energy Corporation
2
+ 11.11%
N/A
20 $0
EQR
Equity Residential

Real Estate
16
+ 4.0%
$69.12 - $77.48 $1.11K - $1.24K
416 $29K
NUVB
Nuvation Bio Inc.

Healthcare
10
+ 7.81%
$2.01 - $3.01 $20.1 - $30.1
138 $0
Rb Global Inc
2
+ 2.0%
N/A
102 $0
SPGI
S&P Global Inc.

Financial Services
7
+ 2.94%
$480.36 - $529.17 $3.36K - $3.7K
245 $122K
RMD
Resmed Inc

Healthcare
4
+ 6.56%
$228.69 - $256.07 $915 - $1.02K
65 $14K
Ginkgo Bioworks Holdings Inc
20
+ 25.0%
N/A
100 $0
Pacer Fds Tr
143
+ 69.76%
N/A
348 $0
HIG
Hartford Financial Services Group, Inc.

Financial Services
6
+ 8.57%
$107.06 - $123.74 $642 - $742
76 $8K
Linde PLC
700
+ 1842.11%
N/A
738 $0
LDOS
Leidos Holdings, Inc.

Technology
5
+ 8.33%
$143.17 - $201.39 $716 - $1.01K
65 $9K
Lazard Inc
857
+ 209.02%
N/A
1.27K $0
Ishares Bitcoin Trust ETF
2.58K
+ 43033.33%
N/A
2.59K $0
INGR
Ingredion Inc

Consumer Defensive
2
+ 2.86%
$132.76 - $154.86 $266 - $310
72 $9K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.18%
$216.13 - $242.4 $216 - $242
547 $120K
PSA
Public Storage

Real Estate
3
+ 11.11%
$289.33 - $360.21 $868 - $1.08K
30 $8K
DELL
Dell Technologies Inc.

Technology
8
+ 2.19%
$111.96 - $144.21 $896 - $1.15K
373 $42K
CE
Celanese Corp

Basic Materials
110
+ 85.27%
$67.03 - $136.68 $7.37K - $15K
239 $16K
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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