Hhm Wealth Advisors, LLC Reduced Holdings in Q3 2024

Hhm Wealth Advisors, LLC

  • $697 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-178K
- 11.67%
$59.93 - $66.52 $10.6M - $11.8M
1.34M $89.4M
SFBS
Servis First Bancshares, Inc.

Financial Services
-27.2K
- 38.53%
$60.39 - $86.36 $1.64M - $2.35M
43.3K $3.48M
IVW
Ishares S&P 500 Growth ETF

ETFs
-7.54K
- 93.07%
$84.77 - $97.13 $639K - $732K
561 $53K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.3K
- 39.17%
$520.18 - $576.82 $674K - $747K
2.01K $1.16M
VIG
Vanguard Dividend Appreciation

ETFs
-2.88K
- 4.13%
$182.15 - $182.15 $524K - $524K
66.7K $12.1M
LLY
Eli Lilly & CO

Healthcare
-534
- 17.77%
$772.14 - $960.02 $412K - $513K
2.47K $2.19M
UBER
Uber Technologies, Inc

Technology
-7.5K
- 33.16%
$58.48 - $77.47 $439K - $581K
15.1K $1.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-639
- 19.35%
$434.77 - $502.96 $278K - $321K
2.66K $1.3M
FNDB
Schwab Fundamental U S Broad M

ETFs
-5.2K
- 13.34%
$64.17 - $70.37 $334K - $366K
33.8K $2.38M
SIMO
Silicon Motion Technology Corp

Technology
-1.31K
- 47.64%
$54.94 - $83.76 $72K - $110K
1.44K $87K
DELL
Dell Technologies Inc.

Technology
-809
- 68.91%
$87.89 - $145.97 $71.1K - $118K
365 $43K
COIN
Coinbase Global, Inc.

Technology
-500
- 90.25%
$147.09 - $265.15 $73.5K - $133K
54 $9K
NVDA
Nvidia Corp

Technology
-606
- 3.39%
$98.91 - $134.91 $59.9K - $81.8K
17.3K $2.1M
QCOM
Qualcomm Inc

Technology
-255
- 12.57%
$156.12 - $209.64 $39.8K - $53.5K
1.77K $301K
VLO
Valero Energy Corp

Energy
-409
- 22.61%
$132.81 - $163.48 $54.3K - $66.9K
1.4K $189K
META
Meta Platforms, Inc.

Communication Services
-353
- 22.15%
$453.41 - $572.44 $160K - $202K
1.24K $710K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-9.01K
- 10.16%
$27.15 - $30.78 $244K - $277K
79.7K $2.43M
ASML
Asml Holding Nv

Technology
-38
- 14.07%
$749.82 - $1098.95 $28.5K - $41.8K
232 $193K
INTC
Intel Corp

Technology
-667
- 7.95%
$18.9 - $34.87 $12.6K - $23.3K
7.72K $181K
TGT
Target Corp

Consumer Defensive
-618
- 23.92%
$133.47 - $159.25 $82.5K - $98.4K
1.97K $306K
DOV
Dover Corp

Industrials
-500
- 24.3%
$172.5 - $193.03 $86.3K - $96.5K
1.56K $298K
ET
Energy Transfer LP

Energy
-4.45K
- 74.99%
$15.43 - $16.44 $68.7K - $73.2K
1.48K $23K
ANET
Arista Networks, Inc.

Technology
-240
- 41.38%
$311.42 - $388.21 $74.7K - $93.2K
340 $130K
CVX
Chevron Corp

Energy
-367
- 17.46%
$137.88 - $161.97 $50.6K - $59.4K
1.74K $255K
BX
Blackstone Inc.

Financial Services
-1.8K
- 25.34%
$120.77 - $159.66 $217K - $287K
5.3K $811K
XOM
Exxon Mobil Corp

Energy
-693
- 7.53%
$109.72 - $119.0 $76K - $82.5K
8.51K $997K
DNP
Dnp Select Income Fund Inc

Financial Services
-10.9K
- 38.09%
$8.21 - $10.03 $89.6K - $109K
17.7K $177K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-848
- 51.8%
$64.35 - $75.71 $54.6K - $64.2K
789 $58K
EMR
Emerson Electric CO

Industrials
-424
- 20.57%
$98.19 - $118.87 $41.6K - $50.4K
1.64K $179K
O
Realty Income Corp

Real Estate
-3.03K
- 22.06%
$52.36 - $63.42 $159K - $192K
10.7K $679K
MPC
Marathon Petroleum Corp

Energy
-129
- 5.61%
$158.61 - $180.75 $20.5K - $23.3K
2.17K $353K
NOC
Northrop Grumman Corp

Industrials
-102
- 82.26%
$423.73 - $533.14 $43.2K - $54.4K
22 $11K
RTX
Raytheon Technologies Corp

Industrials
-839
- 28.34%
$99.55 - $123.34 $83.5K - $103K
2.12K $257K
GNTX
Gentex Corp

Consumer Cyclical
-1K
- 50.0%
$28.39 - $35.19 $28.4K - $35.2K
1K $29K
MAIN
Main Street Capital Corp

Financial Services
-700
- 17.57%
$47.05 - $52.25 $32.9K - $36.6K
3.29K $164K
T
At&T Inc.

Communication Services
-3.44K
- 25.23%
$18.21 - $22.28 $62.6K - $76.6K
10.2K $224K
BA
Boeing CO

Industrials
-35
- 3.46%
$152.04 - $190.6 $5.32K - $6.67K
976 $148K
GNRC
Generac Holdings Inc.

Industrials
-320
- 42.67%
$133.16 - $159.78 $42.6K - $51.1K
430 $68K
SUN
Sunoco LP

Energy
-450
- 27.27%
$50.23 - $58.53 $22.6K - $26.3K
1.2K $64K
BHP
Bhp Group LTD

Basic Materials
-600
- 31.58%
$51.32 - $62.11 $30.8K - $37.3K
1.3K $80K
DG
Dollar General Corp

Consumer Defensive
-49
- 10.25%
$80.41 - $132.42 $3.94K - $6.49K
429 $36K
SCHW
Schwab Charles Corp

Financial Services
-15
- 0.52%
$61.74 - $76.08 $926 - $1.14K
2.88K $186K
MO
Altria Group, Inc.

Consumer Defensive
-2.06K
- 14.41%
$45.95 - $54.71 $94.8K - $113K
12.3K $625K
V
Visa Inc.

Financial Services
-211
- 8.54%
$253.74 - $291.56 $53.5K - $61.5K
2.26K $621K
XLE
Energy Sector Spdr

ETFs
-286
- 78.14%
$84.35 - $93.39 $24.1K - $26.7K
80 $7K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-690
- 4.98%
$76.94 - $79.54 $53.1K - $54.9K
13.2K $1.05M
EQT
Eqt Corp

Energy
-600
- 28.57%
$30.21 - $37.21 $18.1K - $22.3K
1.5K $54K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.43K
- 4.02%
$47.18 - $48.74 $67.3K - $69.6K
34K $1.66M
AMD
Advanced Micro Devices Inc

Technology
-128
- 21.44%
$128.67 - $183.96 $16.5K - $23.5K
469 $76K
Activity Summary
Buys All Purchases 190 New Holdings 60 Increased Positions 130 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
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