Hhm Wealth Advisors, LLC Portfolio Holdings
Hhm Wealth Advisors, LLC
- $831 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 873
- Current Value $831 Million
- Prior Value $735 Million
- Filing
- Period Q2 2025
- Filing Date August 11, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 34 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 197 stocks