Hhm Wealth Advisors, LLC Portfolio Holdings
Hhm Wealth Advisors, LLC
- $728 Million
- Q4 2024
Hhm Wealth Advisors, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $728 Million distributed in 1021 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 $133M, Schwab Strategic Tr Us Large C with a value of $95.7M, Schwab Strategic Tr Us Broad M with a value of $91.3M, Spdr Portfolio Short Term Trea with a value of $32.3M, and Spdr Portfolio with a value of $31.8M.
Examining the 13F form we can see an increase of $30.9M in the current position value, from $697M to 728M.
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 1,021
- Current Value $728 Million
- Prior Value $697 Million
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 273 stocks
- Additional Purchases 300 stocks
- Sold out of 0 stocks
- Reduced holdings in 92 stocks