Hhm Wealth Advisors, LLC Sells in Q1 2025

Hhm Wealth Advisors, LLC

  • $735 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-195
- 0.28%
$209.68 - $247.1 $40.9K - $48.2K
69.1K $15.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-146
- 0.36%
$190.26 - $242.06 $27.8K - $35.3K
40.9K $7.78M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.41K
- 1.22%
$23.16 - $27.04 $125K - $146K
439K $10.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-10.4K
- 2.02%
$25.58 - $29.24 $267K - $305K
506K $13.3M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.77K
- 51.05%
$222.66 - $268.42 $617K - $744K
2.66K $619K
GOOG
Alphabet Inc.

Communication Services
-377
- 3.57%
$156.06 - $207.71 $58.8K - $78.3K
10.2K $1.59M
TTD
Trade Desk, Inc.

Technology
-26
- 0.44%
$53.59 - $126.58 $1.39K - $3.29K
5.95K $325K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-7.9K
- 24.29%
$47.59 - $48.35 $376K - $382K
24.6K $1.19M
DXPE
Dxp Enterprises Inc

Industrials
-3.18K
- 16.09%
$76.67 - $107.03 $244K - $340K
16.6K $1.36M
RF
Regions Financial Corp

Financial Services
-5.05K
- 6.63%
$20.84 - $24.77 $105K - $125K
71.1K $1.55M
VBR
Vanguard Small Cap Value ETF

ETFs
-995
- 53.73%
$183.02 - $207.75 $182K - $207K
857 $159K
SFBS
Servis First Bancshares, Inc.

Financial Services
-1.57K
- 4.48%
$80.8 - $93.58 $127K - $147K
33.5K $2.77M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.9K
- 42.65%
$95.85 - $99.25 $182K - $188K
2.55K $252K
SPYG
Spdr Portfolio

ETFs
-1.69K
- 35.74%
$80.05 - $92.39 $135K - $156K
3.03K $243K
BX
Blackstone Inc.

Financial Services
-50
- 1.08%
$136.53 - $186.74 $6.83K - $9.34K
4.59K $640K
RWO
Spdr Dow Jones Global Real Est

ETFs
-3.78K
- 11.13%
$41.41 - $45.24 $156K - $171K
30.1K $1.31M
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 0.55%
$554.06 - $615.85 $12.7K - $14.2K
4.14K $2.33M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-6.78K
- 9.2%
$22.46 - $23.26 $152K - $158K
66.9K $1.55M
KKR
Kkr & Co. Inc.

Financial Services
-45
- 1.25%
$108.17 - $167.07 $4.87K - $7.52K
3.57K $412K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.68K
- 12.76%
$77.7 - $78.94 $131K - $133K
11.5K $906K
KOMP
Spdr S&P Kensho New Economies

ETFs
-2.21K
- 91.89%
$46.49 - $54.36 $103K - $120K
195 $9K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-17
- 0.13%
$99.42 - $126.15 $1.69K - $2.14K
12.9K $1.37M
DOV
Dover Corp

Industrials
-486
- 31.09%
$174.65 - $206.43 $84.9K - $100K
1.08K $189K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.16K
- 23.26%
$78.0 - $84.37 $90.6K - $98K
3.83K $305K
VB
Vanguard Small Cap ETF

ETFs
-200
- 7.34%
$217.89 - $252.64 $43.6K - $50.5K
2.53K $559K
FHN
First Horizon Corp

Financial Services
-4.15K
- 35.52%
$17.7 - $22.43 $73.5K - $93.1K
7.54K $146K
ACN
Accenture PLC

Technology
-10
- 0.47%
$300.91 - $398.25 $3.01K - $3.98K
2.11K $658K
FNDB
Schwab Fundamental U S Broad M

ETFs
-2.58K
- 2.6%
$22.52 - $24.48 $58.1K - $63.2K
96.7K $2.22M
CLX
Clorox CO

Consumer Defensive
-306
- 13.81%
$141.76 - $162.89 $43.4K - $49.8K
1.91K $281K
META
Meta Platforms, Inc.

Communication Services
-101
- 7.56%
$576.36 - $736.67 $58.2K - $74.4K
1.24K $711K
MRK
Merck & Co., Inc.

Healthcare
-133
- 2.06%
$83.01 - $101.02 $11K - $13.4K
6.32K $566K
DIS
Walt Disney CO

Communication Services
-34
- 0.61%
$96.87 - $114.0 $3.29K - $3.88K
5.54K $546K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.82K
- 51.84%
$30.73 - $32.26 $55.8K - $58.6K
1.69K $51K
DHR
Danaher Corp

Healthcare
-40
- 2.35%
$201.62 - $250.59 $8.06K - $10K
1.66K $340K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.59K
- 22.81%
$33.57 - $37.22 $53.4K - $59.2K
5.39K $193K
CSX
Csx Corp

Industrials
-610
- 6.91%
$29.11 - $33.67 $17.8K - $20.5K
8.22K $241K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3
- 0.03%
$57.21 - $65.8 $172 - $197
10.6K $619K
OLN
Olin Corp

Basic Materials
-300
- 8.67%
$23.36 - $34.41 $7.01K - $10.3K
3.16K $76K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-935
- 29.68%
$48.65 - $53.06 $45.5K - $49.6K
2.22K $115K
ZBRA
Zebra Technologies Corp

Technology
-3
- 1.04%
$271.72 - $421.11 $815 - $1.26K
285 $80K
DELL
Dell Technologies Inc.

Technology
-250
- 67.02%
$90.34 - $124.66 $22.6K - $31.2K
123 $11K
LMT
Lockheed Martin Corp

Industrials
-6
- 0.88%
$423.19 - $506.29 $2.54K - $3.04K
679 $303K
IRM
Iron Mountain Inc

Real Estate
-9
- 0.61%
$82.79 - $111.31 $745 - $1K
1.46K $125K
ALB
Albemarle Corp

Basic Materials
-161
- 12.86%
$69.95 - $97.49 $11.3K - $15.7K
1.09K $78K
TTE
Total Energies Se

Energy
-400
- 60.98%
N/A
256 $17K
PFE
Pfizer Inc

Healthcare
-693
- 7.41%
$25.01 - $27.13 $17.3K - $18.8K
8.65K $219K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
-750
- 42.86%
$29.2 - $32.92 $21.9K - $24.7K
1K $30K
NTAP
Net App, Inc.

Technology
-3
- 0.32%
$87.84 - $126.3 $264 - $379
945 $83K
SIMO
Silicon Motion Technology Corp

Technology
-400
- 32.26%
$49.58 - $59.71 $19.8K - $23.9K
840 $42K
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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