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
XLF
Financial Sector Spdr

ETFs
-50
- 1.45%
$43.92 - $52.37 $2.2K - $2.62K
3.39K $177K
QCOM
Qualcomm Inc

Technology
-33
- 1.72%
$124.66 - $159.48 $4.11K - $5.26K
1.88K $300K
C
Citigroup Inc

Financial Services
-2
- 0.38%
$58.13 - $85.12 $116 - $170
523 $44K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-670
- 12.44%
$32.41 - $42.59 $21.7K - $28.5K
4.72K $200K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-50
- 3.13%
$45.98 - $56.15 $2.3K - $2.81K
1.55K $87K
DOV
Dover Corp

Industrials
-5
- 0.46%
$151.14 - $186.7 $756 - $934
1.07K $196K
NVS
Novartis Ag

Healthcare
-52
- 3.46%
$101.96 - $121.01 $5.3K - $6.29K
1.45K $175K
TTWO
Take Two Interactive Software Inc

Communication Services
-3
- 1.24%
$194.58 - $243.05 $584 - $729
238 $57K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-110
- 3.89%
$39.43 - $49.34 $4.34K - $5.43K
2.72K $128K
DLR
Digital Realty Trust, Inc.

Real Estate
-9
- 2.1%
$136.11 - $177.69 $1.22K - $1.6K
420 $73K
DKNG
Draft Kings Inc.

Consumer Cyclical
-23
- 1.44%
$31.67 - $42.89 $728 - $986
1.58K $67K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-5
- 0.13%
$71.28 - $83.74 $356 - $419
3.83K $320K
TFC
Truist Financial Corp

Financial Services
-5
- 0.06%
$34.79 - $42.99 $174 - $215
8.94K $384K
INTU
Intuit Inc

Technology
-4
- 3.48%
$544.07 - $787.63 $2.18K - $3.15K
111 $87K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-102
- 8.61%
$139.8 - $197.22 $14.3K - $20.1K
1.08K $213K
IRM
Iron Mountain Inc

Real Estate
-18
- 1.23%
$76.93 - $105.25 $1.38K - $1.89K
1.44K $148K
DE
Deere & CO

Industrials
-20
- 1.86%
$412.99 - $531.48 $8.26K - $10.6K
1.05K $535K
RMBS
Rambus Inc

Technology
-165
- 4.68%
$42.9 - $64.02 $7.08K - $10.6K
3.36K $215K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-6.38K
- 8.06%
$26.38 - $32.66 $168K - $208K
72.8K $2.38M
EMR
Emerson Electric CO

Industrials
-16
- 0.97%
$94.15 - $133.33 $1.51K - $2.13K
1.64K $218K
BX
Blackstone Inc.

Financial Services
-52
- 1.13%
$120.07 - $151.11 $6.24K - $7.86K
4.53K $678K
SPY
Spdr S&P 500 ETF Trust

ETFs
-11
- 1.38%
$496.48 - $617.85 $5.46K - $6.8K
785 $485K
MPC
Marathon Petroleum Corp

Energy
-20
- 0.91%
$118.55 - $170.08 $2.37K - $3.4K
2.17K $360K
FTNT
Fortinet, Inc.

Technology
-100
- 1.8%
$84.71 - $108.69 $8.47K - $10.9K
5.46K $577K
IBM
International Business Machines Corp

Technology
-38
- 2.84%
$221.03 - $294.78 $8.4K - $11.2K
1.3K $383K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-810
- 3.48%
$59.24 - $71.39 $48K - $57.8K
22.5K $1.6M
BAC
Bank Of America Corp

Financial Services
-813
- 4.59%
$34.39 - $47.46 $28K - $38.6K
16.9K $799K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-22
- 0.08%
$24.38 - $30.18 $536 - $664
26.2K $790K
PM
Philip Morris International Inc.

Consumer Defensive
-85
- 2.22%
$149.23 - $184.95 $12.7K - $15.7K
3.74K $680K
VTI
Vanguard Total Stock Market Et

ETFs
-71
- 1.44%
$243.75 - $303.93 $17.3K - $21.6K
4.86K $1.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-41
- 1.51%
$456.74 - $568.03 $18.7K - $23.3K
2.67K $1.51M
RF
Regions Financial Corp

Financial Services
-89
- 0.13%
$18.34 - $23.52 $1.63K - $2.09K
71K $1.67M
DIS
Walt Disney CO

Communication Services
-43
- 0.78%
$81.72 - $124.01 $3.51K - $5.33K
5.5K $681K
CSCO
Cisco Systems, Inc.

Technology
-98
- 0.52%
$53.19 - $69.38 $5.21K - $6.8K
18.9K $1.31M
UBER
Uber Technologies, Inc

Technology
-1.08K
- 8.52%
$64.62 - $93.3 $69.5K - $100K
11.5K $1.08M
HCA
Hca Healthcare, Inc.

Healthcare
-28
- 0.62%
$317.61 - $387.52 $8.89K - $10.9K
4.52K $1.73M
WMT
Walmart Inc.

Consumer Defensive
-131
- 0.65%
$81.79 - $99.98 $10.7K - $13.1K
20K $1.95M
AVGO
Broadcom Inc.

Technology
-135
- 5.97%
$146.29 - $275.65 $19.7K - $37.2K
2.13K $585K
PLTR
Palantir Technologies Inc.

Technology
-753
- 11.96%
$74.01 - $144.25 $55.7K - $109K
5.55K $755K
CAT
Caterpillar Inc

Industrials
-224
- 3.67%
$273.94 - $388.21 $61.4K - $87K
5.88K $2.28M
ORCL
Oracle Corp

Technology
-179
- 4.17%
$122.82 - $218.63 $22K - $39.1K
4.11K $899K
NFLX
Netflix Inc

Communication Services
-106
- 7.57%
$855.86 - $1339.13 $90.7K - $142K
1.29K $1.73M
JPM
Jpmorgan Chase & CO

Financial Services
-99
- 0.96%
$210.28 - $289.91 $20.8K - $28.7K
10.2K $2.97M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-6.3K
- 1.25%
$22.92 - $28.05 $144K - $177K
500K $14M
MSTR
Microstrategy Inc

Technology
-17
- 0.09%
$237.95 - $421.61 $4.05K - $7.17K
18K $7.29M
MSFT
Microsoft Corp

Technology
-865
- 3.48%
$354.56 - $497.45 $307K - $430K
24K $11.9M
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
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email