Hhm Wealth Advisors, LLC Reduced Holdings in Q1 2025

Hhm Wealth Advisors, LLC

  • $735 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SYY
Sysco Corp

Consumer Defensive
-21
- 3.39%
$70.0 - $77.13 $1.47K - $1.62K
599 $44K
CPRT
Copart Inc

Consumer Cyclical
-46
- 7.92%
$52.3 - $59.83 $2.41K - $2.75K
535 $30K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-70
- 5.15%
$10.61 - $16.49 $743 - $1.15K
1.29K $16K
EFX
Equifax Inc

Industrials
-7
- 7.78%
$235.63 - $278.34 $1.65K - $1.95K
83 $20K
PNR
Pentair PLC

Industrials
-2
- 1.32%
$84.0 - $105.35 $168 - $211
150 $13K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-300
- 34.68%
$8.17 - $10.63 $2.45K - $3.19K
565 $5K
YUM
Yum Brands Inc

Consumer Cyclical
-24
- 42.86%
$123.25 - $162.53 $2.96K - $3.9K
32 $5K
CUBE
Cube Smart

Real Estate
-48
- 4.64%
$40.23 - $43.23 $1.93K - $2.08K
987 $42K
MAN
Manpower Group Inc.

Industrials
-35
- 14.89%
$53.77 - $62.66 $1.88K - $2.19K
200 $11K
LUV
Southwest Airlines CO

Industrials
-8
- 1.16%
$28.18 - $34.84 $225 - $279
680 $22K
PEAK
Healthpeak Properties, Inc.

Real Estate
-60
- 9.08%
N/A
601 $11K
EQR
Equity Residential

Real Estate
-16
- 3.85%
$66.98 - $75.02 $1.07K - $1.2K
400 $28K
PPG
Ppg Industries Inc

Basic Materials
-7
- 19.44%
$107.44 - $124.29 $752 - $870
29 $3K
IR
Ingersoll Rand Inc.

Industrials
-12
- 18.75%
$79.44 - $94.23 $953 - $1.13K
52 $4K
STT
State Street Corp

Financial Services
-1
- 0.86%
$84.47 - $102.23 $84.5 - $102
115 $10K
CFG
Citizens Financial Group Inc

Financial Services
-3
- 1.78%
$39.73 - $48.36 $119 - $145
166 $6K
MNST
Monster Beverage Corp

Consumer Defensive
-20
- 16.67%
$46.16 - $58.58 $923 - $1.17K
100 $5K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-50
- 38.76%
N/A
79 $1K
NLOK
Norton Life Lock Inc.

Technology
-28
- 1.0%
N/A
2.78K $59K
JNPR
Juniper Networks Inc

Technology
-12
- 3.1%
$34.38 - $39.03 $413 - $468
375 $13K
LDOS
Leidos Holdings, Inc.

Technology
-5
- 7.69%
$126.82 - $161.11 $634 - $806
60 $8K
MKTX
Marketaxess Holdings Inc

Financial Services
-4
- 17.39%
$189.81 - $226.47 $759 - $906
19 $4K
LMAT
Lemaitre Vascular Inc

Healthcare
-1
- 8.33%
$78.82 - $104.0 $78.8 - $104
11 $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-7
- 21.21%
$96.18 - $109.82 $673 - $769
26 $2K
CBL
Cbl & Associates Properties Inc

Real Estate
-4
- 2.23%
$26.43 - $33.02 $106 - $132
175 $4K
UDR
Udr, Inc.

Real Estate
-24
- 92.31%
$40.09 - $46.04 $962 - $1.1K
2 $0
FAST
Fastenal CO

Industrials
-10
- 9.26%
$71.11 - $79.98 $711 - $800
98 $7K
CHK
Chesapeake Energy Corp

Energy
-1
- 7.69%
N/A
12 $1K
AL
Air Lease Corp

Industrials
-4
- 0.74%
$43.38 - $51.13 $174 - $205
540 $26K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-12
- 1.48%
$61.92 - $76.95 $743 - $923
800 $60K
VTRS
Viatris Inc

Healthcare
-31
- 64.58%
$8.68 - $12.42 $269 - $385
17 $0
Veralto Corp
-5
- 1.01%
N/A
492 $0
ACM
Aecom

Industrials
-2
- 50.0%
$92.54 - $111.05 $185 - $222
2 $0
Te Connectivity PLC
-101
- 21.72%
N/A
364 $0
Ge Healthcare Technologies I
-18
- 1.7%
N/A
1.04K $0
Linde PLC
-17
- 2.3%
N/A
721 $0
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-4
- 3.39%
$64.6 - $69.89 $258 - $280
114 $7K
Rb Global Inc
-2
- 1.96%
N/A
100 $0
INGR
Ingredion Inc

Consumer Defensive
-2
- 2.78%
$125.6 - $137.36 $251 - $275
70 $9K
NUVB
Nuvation Bio Inc.

Healthcare
-12
- 8.7%
$1.76 - $3.25 $21.1 - $39
126 $0
PSA
Public Storage

Real Estate
-3
- 10.0%
$288.99 - $313.98 $867 - $942
27 $8K
RYE
Invesco Exchange Traded Fd Tr

ETFs
-381
- 21.15%
N/A
1.42K $0
Lazard Inc
-857
- 67.64%
N/A
410 $0
DVY
Ishares Tr

ETFs
-4
- 3.15%
$128.58 - $138.1 $514 - $552
123 $16K
CL
Colgate Palmolive CO

Consumer Defensive
-26
- 2.29%
$85.68 - $97.5 $2.23K - $2.54K
1.11K $104K
SLV
I Shares Silver Trust

ETFs
-200
- 13.25%
$26.93 - $31.32 $5.39K - $6.26K
1.31K $40K
TSN
Tyson Foods, Inc.

Consumer Defensive
-14
- 5.86%
$54.27 - $63.81 $760 - $893
225 $14K
BRO
Brown & Brown, Inc.

Financial Services
-4
- 3.85%
$100.54 - $124.4 $402 - $498
100 $12K
AIG
American International Group, Inc.

Financial Services
-21
- 7.81%
$70.5 - $86.94 $1.48K - $1.83K
248 $21K
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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