Hhm Wealth Advisors, LLC Portfolio Holdings

Hhm Wealth Advisors, LLC

  • $735 Million
  • Q1 2025

Hhm Wealth Advisors, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $735 Million distributed in 934 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $139M, Schwab Strategic Tr Us Broad M with a value of $89.7M, Schwab Strategic Tr Us Large C with a value of $88.7M, Spdr Portfolio with a value of $41.5M, and Spdr Portfolio Short Term Trea with a value of $33.1M.

Examining the 13F form we can see an increase of $7.2M in the current position value, from $728M to 735M.

Hhm Wealth Advisors, LLC is based out at Chattanooga, TN

Below you can find more details about Hhm Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $735 Million
ETFs: $601 Million
Technology: $41.6 Million
Financial Services: $19 Million
Consumer Cyclical: $17 Million
Industrials: $15.7 Million
Healthcare: $12.4 Million
Consumer Defensive: $8.73 Million
Communication Services: $7.1 Million
Other: $12.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$15.3 Million 2.09% of portfolio
69,094
Q1 2025 Reduced 0.28%
$3.77T
$9.33 Million 1.27% of portfolio
24,841
Q1 2025 Added 1.55%
$2.32T
$7.78 Million 1.06% of portfolio
40,899
Q1 2025 Reduced 0.36%
$3.98B
$5.2 Million 0.71% of portfolio
18,045
Q1 2025 Added 1.13%
$4.53B
$2.77 Million 0.38% of portfolio
33,549
Q1 2025 Reduced 4.48%
$380B
$2.81 Million 0.38% of portfolio
7,669
Q1 2025 Added 6.89%
$855B
$2.54 Million 0.34% of portfolio
10,341
Q1 2025 Added 0.37%
$64.9B
$2.34 Million 0.32% of portfolio
9,888
Q1 2025 Added 1.51%
$416B
$2.27 Million 0.31% of portfolio
20,913
Q1 2025 Added 13.36%
$738B
$2.17 Million 0.29% of portfolio
2,622
Q1 2025 Added 3.39%
$575B
$2.13 Million 0.29% of portfolio
6,070
Q1 2025 Added 2.76%
$375B
$2.03 Million 0.28% of portfolio
11,920
Q1 2025 Added 0.07%
$104B
$2.06 Million 0.28% of portfolio
22,451
Q1 2025 Added 0.63%
$1.14T
$2.09 Million 0.28% of portfolio
13,525
Q1 2025 Added 5.33%
$220B
$2.01 Million 0.27% of portfolio
6,106
Q1 2025 Added 2.09%
$331B
$1.89 Million 0.26% of portfolio
9,033
Q1 2025 Added 0.07%
$260B
$1.77 Million 0.24% of portfolio
20,107
Q1 2025 Added 8.92%
$1.17T
$1.59 Million 0.22% of portfolio
10,180
Q1 2025 Reduced 3.57%
$24.5B
$1.55 Million 0.21% of portfolio
71,110
Q1 2025 Reduced 6.63%
$267B
$1.54 Million 0.21% of portfolio
2,947
Q1 2025 Added 0.89%
$101B
$1.57 Million 0.21% of portfolio
4,548
Q1 2025 Reduced 0.13%
$452B
$1.36 Million 0.19% of portfolio
11,446
Q1 2025 Added 4.85%
$8.54B
$1.37 Million 0.19% of portfolio
12,939
Q1 2025 Reduced 0.13%
$1.05T
$1.37 Million 0.19% of portfolio
5,275
Q1 2025 Added 1.05%
$1.88B
$1.36 Million 0.19% of portfolio
16,578
Q1 2025 Reduced 16.09%
$530B
$1.31 Million 0.18% of portfolio
1,400
Q1 2025 Added 2.94%
$233B
$1.22 Million 0.17% of portfolio
6,895
Q3 2024 Added 7.07%
$280B
$1.17 Million 0.16% of portfolio
18,979
Q1 2025 Added 0.54%
$17.7B
$1.05 Million 0.14% of portfolio
6,255
Q1 2025 Reduced 0.02%
$182B
$919,000 0.13% of portfolio
12,616
Q1 2025 Reduced 7.34%
$301B
$887,000 0.12% of portfolio
12,393
Q1 2025 Added 18.45%
$141B
$781,000 0.11% of portfolio
3,309
Q4 2024 Added 39.09%
$439B
$829,000 0.11% of portfolio
5,002
Q1 2025 Reduced 1.75%
$107B
$727,000 0.1% of portfolio
12,127
Q1 2025 Reduced 3.16%
$1.58T
$711,000 0.1% of portfolio
1,235
Q1 2025 Reduced 7.56%
$220B
$757,000 0.1% of portfolio
5,710
Q1 2025 Reduced 12.36%
$36.1B
$728,000 0.1% of portfolio
7,343
Q1 2025 Reduced 1.92%
$283B
$699,000 0.1% of portfolio
3,494
Q1 2025 Reduced 0.46%
$383B
$739,000 0.1% of portfolio
17,713
Q1 2025 Added 5.0%
$120B
$640,000 0.09% of portfolio
4,585
Q1 2025 Reduced 1.08%
$152B
$631,000 0.09% of portfolio
8,914
Q1 2025 Reduced 2.17%
$181B
$658,000 0.09% of portfolio
2,110
Q1 2025 Reduced 0.47%
$207B
$566,000 0.08% of portfolio
6,315
Q1 2025 Reduced 2.06%
$35.7B
$618,000 0.08% of portfolio
10,657
Q1 2025 Reduced 0.3%
$108B
$569,000 0.08% of portfolio
2,618
Q4 2024 Added 360.92%
$642B
$600,000 0.08% of portfolio
4,292
Q1 2025 Added 6.79%
$294B
$588,000 0.08% of portfolio
3,520
Q1 2025 Added 6.83%
$93B
$593,000 0.08% of portfolio
4,870
Q4 2024 Added 1.59%
$219B
$613,000 0.08% of portfolio
4,628
Q1 2025 Added 10.64%

Summary

  • Portfolio
  • No. of Stocks 934
  • Current Value $735 Million
  • Prior Value $728 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 47 stocks
  • Additional Purchases 164 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 178 stocks
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