Hhm Wealth Advisors, LLC Portfolio Holdings
Hhm Wealth Advisors, LLC
- $658 Million
- Q2 2024
Hhm Wealth Advisors, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $658 Million distributed in 800 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 $119M, Schwab Strategic Tr Us Broad M with a value of $95.6M, Schwab Strategic Tr Us Large C with a value of $89.8M, Spdr Portfolio with a value of $27.9M, and Pacer Fds Tr Pacer Us Small Ca with a value of $25.2M.
Examining the 13F form we can see an increase of $54.9M in the current position value, from $604M to 658M.
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
Summary
- Portfolio
- No. of Stocks 800
- Current Value $658 Million
- Prior Value $604 Million
- Filing
- Period Q2 2024
- Filing Date August 07, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 134 stocks
- Additional Purchases 193 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks