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
VEU
Vanguard Ftse All World Ex Us

ETFs
-125
- 3.93%
$56.51 - $62.98 $7.06K - $7.87K
3.06K $185K
NOC
Northrop Grumman Corp

Industrials
-5
- 3.94%
$433.45 - $513.82 $2.17K - $2.57K
122 $62K
DG
Dollar General Corp

Consumer Defensive
-28
- 5.66%
$68.44 - $87.93 $1.92K - $2.46K
467 $41K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.68K
- 1.85%
$20.2 - $22.24 $34K - $37.4K
89.1K $1.92M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-148
- 3.73%
$67.08 - $76.14 $9.93K - $11.3K
3.82K $281K
EHC
Encompass Health Corp

Healthcare
-3
- 0.19%
$91.05 - $102.2 $273 - $307
1.6K $162K
DNP
Dnp Select Income Fund Inc

Financial Services
-290
- 1.82%
$8.93 - $9.92 $2.59K - $2.88K
15.6K $154K
IBM
International Business Machines Corp

Technology
-102
- 7.08%
$217.4 - $264.74 $22.2K - $27K
1.34K $332K
JPIN
Jp Morgan Diversified Return I

ETFs
-285
- 3.13%
$52.75 - $58.91 $15K - $16.8K
8.83K $504K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-3
- 0.4%
$88.0 - $115.5 $264 - $347
750 $85K
ABT
Abbott Laboratories

Healthcare
-805
- 12.36%
$111.1 - $140.22 $89.4K - $113K
5.71K $757K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-91
- 0.35%
$25.81 - $28.52 $2.35K - $2.6K
26.2K $723K
VZ
Verizon Communications Inc

Communication Services
-173
- 3.15%
$37.81 - $46.49 $6.54K - $8.04K
5.32K $241K
CVS
Cvs Health Corp

Healthcare
-48
- 3.68%
$44.22 - $68.64 $2.12K - $3.29K
1.26K $85K
OKTA
Okta, Inc.

Technology
-1
- 0.08%
$78.83 - $116.72 $78.8 - $117
1.25K $131K
T
At&T Inc.

Communication Services
-884
- 7.16%
$21.56 - $28.28 $19.1K - $25K
11.5K $324K
O
Realty Income Corp

Real Estate
-32
- 0.3%
$51.67 - $58.49 $1.65K - $1.87K
10.7K $618K
RGLD
Royal Gold Inc

Basic Materials
-155
- 6.28%
$132.55 - $163.51 $20.5K - $25.3K
2.31K $378K
MO
Altria Group, Inc.

Consumer Defensive
-396
- 3.16%
$50.81 - $60.02 $20.1K - $23.8K
12.1K $727K
MAA
Mid America Apartment Communities Inc.

Real Estate
-1
- 0.02%
$146.9 - $170.92 $147 - $171
6.26K $1.05M
JNJ
Johnson & Johnson

Healthcare
-89
- 1.75%
$142.06 - $167.7 $12.6K - $14.9K
5K $829K
UBER
Uber Technologies, Inc

Technology
-1K
- 7.34%
$63.17 - $81.49 $63.2K - $81.5K
12.6K $919K
PM
Philip Morris International Inc.

Consumer Defensive
-379
- 9.02%
$117.15 - $158.79 $44.4K - $60.2K
3.82K $606K
GE
General Electric CO

Industrials
-16
- 0.46%
$168.59 - $212.13 $2.7K - $3.39K
3.49K $699K
GLD
Spdr Gold Trust

ETFs
-46
- 1.64%
$243.19 - $288.14 $11.2K - $13.3K
2.76K $795K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-734
- 1.65%
$87.68 - $94.52 $64.4K - $69.4K
43.9K $4.11M
HCA
Hca Healthcare, Inc.

Healthcare
-6
- 0.13%
$296.7 - $345.55 $1.78K - $2.07K
4.55K $1.57M
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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