Hhm Wealth Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $831 Million distributed in 873 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 $138M, Schwab Strategic Tr Us Broad M with a value of $130M, Schwab Strategic Tr Us Large C with a value of $110M, Spdr Portfolio with a value of $46.8M, and Pacer Fds Tr Pacer Us Small Ca with a value of $32.6M.
Examining the 13F form we can see an increase of $95.4M in the current position value, from $735M to 831M.
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
$831 Million
ETFs: $683 Million
Technology: $48.5 Million
Financial Services: $22.1 Million
Consumer Cyclical: $19.3 Million
Industrials: $16.8 Million
Healthcare: $11.2 Million
Communication Services: $8.79 Million
Consumer Defensive: $8.58 Million
Other: $12.1 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
