Hhm Wealth Advisors, LLC Reduced Holdings in Q2 2025

Hhm Wealth Advisors, LLC

  • $831 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
-275
- 2.58%
$52.27 - $58.52 $14.4K - $16.1K
10.4K $598K
ED
Consolidated Edison Inc

Utilities
-50
- 3.33%
$98.05 - $113.3 $4.9K - $5.67K
1.45K $145K
OEF
Ishares S&P 100 ETF

ETFs
-75
- 11.87%
N/A
557 $148K
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 1.2%
$285.55 - $321.23 $2.86K - $3.21K
820 $239K
VZ
Verizon Communications Inc

Communication Services
-169
- 3.18%
$41.67 - $45.62 $7.04K - $7.71K
5.15K $222K
HII
Huntington Ingalls Industries, Inc.

Industrials
-260
- 22.32%
$183.31 - $241.46 $47.7K - $62.8K
905 $218K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-218
- 20.49%
$81.46 - $94.63 $17.8K - $20.6K
846 $80K
JPIN
Jp Morgan Diversified Return I

ETFs
-1.25K
- 14.11%
$52.18 - $64.25 $65K - $80.1K
7.59K $486K
KO
Coca Cola CO

Consumer Defensive
-86
- 0.69%
$68.37 - $73.9 $5.88K - $6.36K
12.3K $870K
TSCO
Tractor Supply CO

Consumer Cyclical
-20
- 0.3%
$47.86 - $55.77 $957 - $1.12K
6.63K $349K
V
Visa Inc.

Financial Services
-123
- 2.03%
$308.27 - $373.31 $37.9K - $45.9K
5.95K $2.11M
NEE
Nextera Energy Inc

Utilities
-43
- 0.48%
$64.11 - $75.0 $2.76K - $3.23K
8.87K $615K
TGT
Target Corp

Consumer Defensive
-48
- 2.45%
$88.76 - $105.77 $4.26K - $5.08K
1.92K $188K
WMB
Williams Companies, Inc.

Energy
-271
- 67.75%
$54.33 - $62.87 $14.7K - $17K
129 $8K
CMCSA
Comcast Corp

Communication Services
-386
- 93.01%
$32.84 - $36.72 $12.7K - $14.2K
29 $1K
ISRG
Intuitive Surgical Inc

Healthcare
-45
- 21.03%
$451.58 - $565.94 $20.3K - $25.5K
169 $91K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-420
- 1.7%
$47.89 - $48.65 $20.1K - $20.4K
24.2K $1.18M
GPN
Global Payments Inc

Industrials
-20
- 2.99%
$67.47 - $99.6 $1.35K - $1.99K
650 $52K
MDT
Medtronic PLC

Healthcare
-26
- 0.72%
$80.68 - $88.86 $2.1K - $2.31K
3.57K $311K
FDX
Fedex Corp

Industrials
-9
- 1.64%
$198.07 - $245.17 $1.78K - $2.21K
540 $122K
CTVA
Corteva, Inc.

Basic Materials
-192
- 56.14%
$55.52 - $74.53 $10.7K - $14.3K
150 $11K
AZN
Astrazeneca PLC

Healthcare
-69
- 5.93%
$64.87 - $75.0 $4.48K - $5.18K
1.1K $76K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-132
- 17.25%
$97.68 - $121.38 $12.9K - $16K
633 $76K
ABT
Abbott Laboratories

Healthcare
-200
- 3.5%
$123.95 - $138.08 $24.8K - $27.6K
5.51K $749K
ENB
Enbridge Inc

Energy
-200
- 7.77%
$41.09 - $47.16 $8.22K - $9.43K
2.38K $107K
ROP
Roper Technologies Inc

Industrials
-11
- 31.43%
$519.19 - $590.78 $5.71K - $6.5K
24 $13K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-9
- 7.32%
$225.56 - $335.19 $2.03K - $3.02K
114 $27K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-132
- 40.24%
$55.86 - $68.61 $7.37K - $9.06K
196 $13K
MET
Metlife Inc

Financial Services
-80
- 11.64%
$68.42 - $82.49 $5.47K - $6.6K
607 $48K
WTW
Willis Towers Watson PLC

Financial Services
-3
- 2.1%
$295.96 - $337.43 $888 - $1.01K
140 $42K
GM
General Motors CO

Consumer Cyclical
-200
- 10.88%
$42.48 - $50.46 $8.5K - $10.1K
1.64K $80K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-170
- 62.96%
$33.13 - $40.67 $5.63K - $6.91K
100 $4K
LUV
Southwest Airlines CO

Industrials
-140
- 20.59%
$24.04 - $34.36 $3.37K - $4.81K
540 $17K
ADBE
Adobe Inc.

Technology
-14
- 18.18%
$340.0 - $420.68 $4.76K - $5.89K
63 $24K
ORI
Old Republic International Corp

Financial Services
-100
- 5.26%
$35.25 - $39.79 $3.53K - $3.98K
1.8K $69K
IVZ
Invesco Ltd.

Financial Services
-450
- 21.43%
$12.14 - $15.77 $5.46K - $7.1K
1.65K $26K
CCI
Crown Castle International Corp

Real Estate
-48
- 25.53%
$94.83 - $107.06 $4.55K - $5.14K
140 $14K
AXP
American Express CO

Financial Services
-243
- 16.72%
$231.39 - $318.98 $56.2K - $77.5K
1.21K $385K
KMB
Kimberly Clark Corp

Consumer Defensive
-18
- 8.14%
$126.84 - $145.22 $2.28K - $2.61K
203 $26K
OXY
Occidental Petroleum Corp

Energy
-29
- 5.82%
$36.11 - $49.33 $1.05K - $1.43K
469 $19K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-11
- 0.94%
$146.74 - $176.07 $1.61K - $1.94K
1.16K $188K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-53
- 5.35%
$63.54 - $68.5 $3.37K - $3.63K
937 $63K
SHEL
Shell PLC

Energy
-45
- 10.82%
$59.75 - $73.05 $2.69K - $3.29K
371 $26K
CMI
Cummins Inc

Industrials
-79
- 5.02%
$267.12 - $336.65 $21.1K - $26.6K
1.5K $489K
PLD
Prologis, Inc.

Real Estate
-35
- 26.72%
$89.76 - $112.34 $3.14K - $3.93K
96 $10K
D
Dominion Energy, Inc

Utilities
-92
- 3.38%
$49.66 - $58.0 $4.57K - $5.34K
2.63K $148K
ECL
Ecolab Inc.

Basic Materials
-16
- 69.57%
$225.65 - $270.95 $3.61K - $4.34K
7 $1K
MPW
Medical Properties Trust Inc

Real Estate
-105
- 7.22%
$4.31 - $5.91 $453 - $621
1.35K $5K
JPIB
Jpmorgan International Bond Op

ETFs
-52
- 14.53%
$47.18 - $48.62 $2.45K - $2.53K
306 $14K
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
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