Hhm Wealth Advisors, LLC Sells in Q2 2025

Hhm Wealth Advisors, LLC

  • $831 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
-34.9K
- 3.09%
$29.07 - $29.38 $1.02M - $1.03M
1.1M $32.1M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-6.8K
- 52.52%
$87.19 - $111.51 $592K - $758K
6.14K $678K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-4.23K
- 14.98%
$100.35 - $100.71 $424K - $426K
24K $2.41M
SFBS
Servis First Bancshares, Inc.

Financial Services
-2.2K
- 6.56%
$68.48 - $82.21 $151K - $181K
31.3K $2.43M
ABBV
Abb Vie Inc.

Healthcare
-219
- 2.42%
$170.16 - $206.27 $37.3K - $45.2K
8.81K $1.64M
RWO
Spdr Dow Jones Global Real Est

ETFs
-5.9K
- 19.57%
$38.85 - $45.0 $229K - $265K
24.2K $1.07M
VDE
Vanguard Energy ETF

ETFs
-1.59K
- 49.84%
$105.87 - $130.56 $168K - $207K
1.6K $189K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-8.95K
- 13.37%
$22.68 - $23.28 $203K - $208K
58K $1.35M
LLY
Eli Lilly & CO

Healthcare
-51
- 1.95%
$713.71 - $898.95 $36.4K - $45.8K
2.57K $2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.13K
- 36.06%
$50.36 - $50.68 $158K - $159K
5.55K $281K
OKE
Oneok Inc

Energy
-180
- 2.45%
$78.71 - $100.37 $14.2K - $18.1K
7.16K $584K
XOM
Exxon Mobil Corp

Energy
-108
- 0.94%
$99.93 - $119.04 $10.8K - $12.9K
11.3K $1.22M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.75K
- 46.16%
$75.05 - $77.34 $131K - $135K
2.04K $157K
UNP
Union Pacific Corp

Industrials
-448
- 13.54%
$208.27 - $238.46 $93.3K - $107K
2.86K $658K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.7K
- 4.67%
$48.13 - $49.85 $81.7K - $84.6K
34.7K $1.7M
DXPE
Dxp Enterprises Inc

Industrials
-2.2K
- 13.27%
$71.8 - $92.02 $158K - $202K
14.4K $1.26M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-3.32K
- 3.72%
$18.94 - $21.67 $62.8K - $71.8K
85.8K $1.81M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1K
- 39.17%
$96.84 - $99.46 $96.8K - $99.5K
1.55K $154K
IVV
Ishares Core S&P 500 ETF

ETFs
-541
- 13.07%
$498.8 - $620.9 $270K - $336K
3.6K $2.23M
CLX
Clorox CO

Consumer Defensive
-300
- 15.71%
$118.01 - $148.69 $35.4K - $44.6K
1.61K $193K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-46
- 6.22%
$390.26 - $489.06 $18K - $22.5K
694 $281K
PEP
Pepsico Inc

Consumer Defensive
-182
- 5.93%
$128.02 - $151.37 $23.3K - $27.5K
2.89K $380K
JNJ
Johnson & Johnson

Healthcare
-54
- 1.08%
$146.36 - $159.82 $7.9K - $8.63K
4.95K $755K
BMY
Bristol Myers Squibb CO

Healthcare
-667
- 25.55%
$44.12 - $59.6 $29.4K - $39.8K
1.94K $89K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-792
- 1.8%
$85.42 - $94.39 $67.7K - $74.8K
43.1K $4.05M
NOW
Service Now, Inc.

Technology
-85
- 79.44%
$721.65 - $1040.18 $61.3K - $88.4K
22 $22K
SO
Southern CO

Utilities
-510
- 2.27%
$84.91 - $92.56 $43.3K - $47.2K
21.9K $2.01M
CRM
Salesforce, Inc.

Technology
-167
- 82.67%
$236.26 - $291.15 $39.5K - $48.6K
35 $9K
COST
Costco Wholesale Corp

Consumer Defensive
-65
- 12.85%
$908.13 - $1056.85 $59K - $68.7K
441 $436K
XLV
Select Sector Spdr Fund Health

ETFs
-200
- 15.74%
$128.77 - $144.3 $25.8K - $28.9K
1.07K $144K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-809
- 48.39%
$50.29 - $64.29 $40.7K - $52K
863 $55K
ACN
Accenture PLC

Technology
-33
- 1.56%
$279.23 - $323.21 $9.21K - $10.7K
2.08K $620K
TREX
Trex CO Inc

Industrials
-647
- 80.88%
$50.52 - $61.77 $32.7K - $40K
153 $8K
HD
Home Depot, Inc.

Consumer Cyclical
-102
- 1.33%
$335.24 - $380.78 $34.2K - $38.8K
7.57K $2.77M
MO
Altria Group, Inc.

Consumer Defensive
-330
- 2.72%
$55.56 - $60.91 $18.3K - $20.1K
11.8K $691K
LOW
Lowes Companies Inc

Consumer Cyclical
-16
- 0.6%
$210.83 - $235.28 $3.37K - $3.76K
2.64K $585K
QABA
First Trust Nasdaq Aba Communi

ETFs
-650
- 45.3%
$46.16 - $54.78 $30K - $35.6K
785 $42K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.96K
- 73.27%
$10.78 - $11.28 $31.9K - $33.4K
1.08K $12K
CAH
Cardinal Health Inc

Healthcare
-250
- 63.45%
$125.0 - $168.0 $31.3K - $42K
144 $24K
DNP
Dnp Select Income Fund Inc

Financial Services
-2.8K
- 17.9%
$8.89 - $9.88 $24.9K - $27.7K
12.8K $125K
SBUX
Starbucks Corp

Consumer Cyclical
-269
- 36.9%
$79.69 - $99.41 $21.4K - $26.7K
460 $42K
EXPD
Expeditors International Of Washington Inc

Industrials
-220
- 51.16%
$102.84 - $122.24 $22.6K - $26.9K
210 $23K
WPC
W. P. Carey Inc.

Real Estate
-441
- 80.92%
$56.12 - $64.53 $24.7K - $28.5K
104 $6K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-200
- 61.73%
$177.93 - $313.14 $35.6K - $62.6K
124 $38K
DRI
Darden Restaurants Inc

Consumer Cyclical
-129
- 50.79%
$186.58 - $225.78 $24.1K - $29.1K
125 $27K
MA
Mastercard Inc

Financial Services
-64
- 7.58%
$479.92 - $590.74 $30.7K - $37.8K
780 $438K
DUK
Duke Energy Corp

Utilities
-35
- 0.72%
$112.46 - $124.05 $3.94K - $4.34K
4.84K $570K
SYK
Stryker Corp

Healthcare
-78
- 22.67%
$337.37 - $395.63 $26.3K - $30.9K
266 $105K
MSI
Motorola Solutions, Inc.

Technology
-46
- 60.53%
$394.72 - $440.39 $18.2K - $20.3K
30 $12K
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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