Hhm Wealth Advisors, LLC Portfolio Holdings

Hhm Wealth Advisors, LLC

  • $735 Million
  • Q1 2025

Hhm Wealth Advisors, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $735 Million distributed in 934 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 $139M, Schwab Strategic Tr Us Broad M with a value of $89.7M, Schwab Strategic Tr Us Large C with a value of $88.7M, Spdr Portfolio with a value of $41.5M, and Spdr Portfolio Short Term Trea with a value of $33.1M.

Examining the 13F form we can see an increase of $7.2M in the current position value, from $728M to 735M.

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 $735 Million
ETFs: $601 Million
Technology: $41.6 Million
Financial Services: $19 Million
Consumer Cyclical: $17 Million
Industrials: $15.7 Million
Healthcare: $12.4 Million
Consumer Defensive: $8.73 Million
Communication Services: $7.1 Million
Other: $12.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$726M
$1,000 0.0% of portfolio
50
Q4 2024 New
$69.4B
$33,000 0.0% of portfolio
76
Q4 2024 Added 10.14%
$3.8B
$15,000 0.0% of portfolio
200
Q2 2024 New
$26.2B
$2,000 0.0% of portfolio
2
Q3 2024 New
$42.7B
$6,000 0.0% of portfolio
96
Q4 2024 Added 28.0%
$76.1B
$5,000 0.0% of portfolio
23
Q4 2024 Added 43.75%
$26.2B
$1,000 0.0% of portfolio
1
Q4 2024 New
$8.51B
$4,000 0.0% of portfolio
19
Q1 2025 Reduced 17.39%
$54.5B
$27,000 0.0% of portfolio
1,470
Q1 2025 Added 6.21%
22 Nd Centy Group Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$55.6B
$2,000 0.0% of portfolio
47
Q1 2025 Added 30.56%
$14.3B
$1,000 0.0% of portfolio
17
Q4 2024 New
$23.1B
$0 0.0% of portfolio
2
Q4 2024 New
$6.55B
$0 0.0% of portfolio
40
Q4 2024 Reduced 18.37%
-
$0 0.0% of portfolio
-
Q4 2022 New
-
$0 0.0% of portfolio
-
Q4 2022 New
$102B
$21,000 0.0% of portfolio
32
Q4 2024 Added 14.29%
$2.65B
$8,000 0.0% of portfolio
1,455
Q1 2025 Added 7.78%
$91B
$13,000 0.0% of portfolio
31
Q3 2024 Reduced 6.06%
$130B
$7,000 0.0% of portfolio
4
Q3 2024 New
$45.1B
$2,000 0.0% of portfolio
4
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 934
  • Current Value $735 Million
  • Prior Value $728 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 47 stocks
  • Additional Purchases 164 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 178 stocks
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