Hhm Wealth Advisors, LLC Portfolio Holdings by Sector
Hhm Wealth Advisors, LLC
- $848 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHD SCHB SCHG SPMD CALF SPTS VNQ SCHF 233 stocks |
$695,962
82.04% of portfolio
|
60
|
46
|
26
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY UEIC 3 stocks |
$17,586
2.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR CRWD PANW SNPS OKTA NLOK 16 stocks |
$15,433
1.82% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
MSTR UBER TTD COIN HUBS SHOP SAP APP 20 stocks |
$8,027
0.95% of portfolio
|
2
|
9
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA CHWY MELI EBAY ETSY 6 stocks |
$7,226
0.85% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MU RMBS TXN QCOM AMD INTC 18 stocks |
$7,216
0.85% of portfolio
|
6
|
6
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META TWLO GETY SSTK SNAP 7 stocks |
$7,059
0.83% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
SFBS RF PNFP FHN TFC OZK SMBK CADE 23 stocks |
$6,704
0.79% of portfolio
|
5
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY JNJ MRK AMGN PFE NVS AZN 10 stocks |
$5,908
0.7% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC SMFG HSBC C 6 stocks |
$4,647
0.55% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TM GM F RIVN STLA XPEV HMC 9 stocks |
$4,603
0.54% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC UNP CSX WAB 4 stocks |
$3,902
0.46% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO NEE DUK D EVRG ED AEE AEP 9 stocks |
$3,840
0.45% of portfolio
|
1
|
7
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$3,358
0.4% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP COF PYPL SYF 6 stocks |
$3,152
0.37% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$3,142
0.37% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
UNM PRU AFL MET LNC MFC BHF 7 stocks |
$2,700
0.32% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST DLTR BJ DG 5 stocks |
$2,625
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE CMI ETN EMR DOV MWA PNR SMR 14 stocks |
$2,592
0.31% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX UL CL KMB 5 stocks |
$2,260
0.27% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS WBD LYV 4 stocks |
$2,133
0.25% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA EHC AGL 3 stocks |
$2,129
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX KKR MAIN DNP BK ETY EXG PDI 24 stocks |
$2,007
0.24% of portfolio
|
4
|
5
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX NFG SU SHEL BP PBR E 8 stocks |
$1,898
0.22% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM CWST 2 stocks |
$1,841
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI RWR 2 stocks |
$1,675
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT HII GD CW TDG NOC HWM BWXT 13 stocks |
$1,615
0.19% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM BTI 3 stocks |
$1,508
0.18% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO ZBRA HPE MSI 4 stocks |
$1,402
0.17% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI ELV 4 stocks |
$1,316
0.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP CELH MNST 4 stocks |
$1,293
0.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT SYK BSX ZBH DXCM 6 stocks |
$1,275
0.15% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE EPD ENB ET DTM WMB TRP FLNG 11 stocks |
$1,180
0.14% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
DXPE MSM FAST 3 stocks |
$1,167
0.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC PSX VLO SUN INT DINO CLNE 7 stocks |
$999
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A ORI AIG HIG 4 stocks |
$854
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
MAA EQR UMH 3 stocks |
$835
0.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR IDXX 3 stocks |
$788
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL CINF CB PGR 4 stocks |
$764
0.09% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STRL STN EME ACM BLNK 5 stocks |
$745
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS MS HLI MARA 5 stocks |
$714
0.08% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MLR GNTX QS GT CVGI 5 stocks |
$703
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO GPC ORLY BBWI ULTA AZO DKS 7 stocks |
$693
0.08% of portfolio
|
2
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT IRM DLR LAMR CCI WY 6 stocks |
$685
0.08% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O SKT PECO CBL 4 stocks |
$648
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ TMUS ASTS CMCSA CCOI RCI CHTR 8 stocks |
$615
0.07% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRP MMC WTW AON BRO 5 stocks |
$534
0.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
RGLD NEM FNV IDR 4 stocks |
$531
0.06% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL UAL LUV AAL 4 stocks |
$464
0.05% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN LDOS BBAI KD 5 stocks |
$452
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA SWK 2 stocks |
$416
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG CBRL SBUX DRI 5 stocks |
$411
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
LW GIS FLO DAR CAG INGR KHC 7 stocks |
$388
0.05% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX EXPD CHRW 4 stocks |
$361
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML KLAC AMAT IPGP 4 stocks |
$346
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG RCL CCL ABNB 4 stocks |
$322
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR JCI TT LPX TREX 5 stocks |
$285
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN CGNX FTV ITRI 4 stocks |
$284
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM CODI 3 stocks |
$279
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EQT EOG CRK COP FANG CNQ PRT OXY 11 stocks |
$270
0.03% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
NAK RIO BHP TECK MP 5 stocks |
$215
0.03% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW JBL PLXS 3 stocks |
$206
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI PHM NVR TOL 4 stocks |
$196
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL LTC PEAK MPW 4 stocks |
$187
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EXR STAG LXP CUBE PLD IIPR 6 stocks |
$182
0.02% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
OLN ALB SHW APD CC DD ECL 7 stocks |
$172
0.02% of portfolio
|
2
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX VSCO LULU 3 stocks |
$168
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$163
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BIP BKH HE 3 stocks |
$154
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
MHK WHR ETD TILE 4 stocks |
$151
0.02% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP DELL IONQ RGTI DDD 5 stocks |
$148
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$133
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG HAE BDX RMD BAX RGEN LMAT 7 stocks |
$128
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR HLT 2 stocks |
$128
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE 2 stocks |
$118
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN CTAS 2 stocks |
$95
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
STLD NUE CLF 3 stocks |
$78
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TEVA ZTS TLRY HLN VTRS 5 stocks |
$77
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI AL R 3 stocks |
$73
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO RBLX NTES 3 stocks |
$64
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$58
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$55
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP MAN PAYX ZIP 4 stocks |
$53
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
TROX DOW CE 3 stocks |
$51
0.01% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
FDP TSN 2 stocks |
$46
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH MCK 2 stocks |
$42
0.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
RYAN 1 stocks |
$37
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY USFD 2 stocks |
$36
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
KTB UA 2 stocks |
$31
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$31
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$24
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$24
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
WTRG 1 stocks |
$22
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
NVT VRT PLUG 3 stocks |
$22
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT CWH 2 stocks |
$22
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN MRNA NVO NUVB 4 stocks |
$20
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$19
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
DEO STZ 2 stocks |
$18
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
SMG CTVA 2 stocks |
$18
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$16
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR 1 stocks |
$14
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$13
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
GPK 1 stocks |
$12
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
HOG PII 2 stocks |
$10
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
M 1 stocks |
$10
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM ALCC 2 stocks |
$9
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$9
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS MAT 2 stocks |
$9
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB VAL TDW 3 stocks |
$7
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
TFPM 1 stocks |
$5
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Textile Manufacturing | Consumer Cyclical
AIN 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
MLI 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|