Hhm Wealth Advisors, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $604 Million distributed in 754 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 $120M, Schwab Strategic Tr Us Broad M with a value of $93.4M, Schwab Strategic Tr Us Large C with a value of $82.4M, Pacer Fds Tr Pacer Us Small Ca with a value of $26.9M, and Spdr Portfolio with a value of $25.6M.
Examining the 13F form we can see an increase of $30.3M in the current position value, from $573M to 604M.
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
$604 Million
ETFs: $520 Million
Technology: $24.7 Million
Consumer Cyclical: $14.1 Million
Industrials: $11.2 Million
Financial Services: $10.9 Million
Healthcare: $8.93 Million
Communication Services: $4.24 Million
Consumer Defensive: $3.75 Million
Other: $5.66 Million
Stock Holdings Table Market Cap. of $200 Billions or more