Hmv Wealth Advisors, LLC Reduced Holdings in Q3 2025

Hmv Wealth Advisors, LLC

  • $182 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.05K
- 51.34%
$202.38 - $256.87 $1.02M - $1.3M
4.78K $1.22B
T
At&T Inc.

Communication Services
-17.1K
- 66.58%
$26.94 - $29.62 $461K - $507K
8.6K $243M
ACN
Accenture PLC

Technology
-679
- 40.59%
$232.56 - $304.78 $158K - $207K
994 $245M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.56K
- 4.74%
$78.11 - $79.07 $122K - $123K
31.3K $2.47B
ROP
Roper Technologies Inc

Industrials
-14
- 0.98%
$495.03 - $573.0 $6.93K - $8.02K
1.42K $708M
META
Meta Platforms, Inc.

Communication Services
-130
- 6.71%
$695.21 - $791.73 $90.4K - $103K
1.81K $1.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-148
- 11.1%
$459.11 - $506.91 $67.9K - $75K
1.19K $596M
MSFT
Microsoft Corp

Technology
-188
- 7.79%
$491.09 - $535.64 $92.3K - $101K
2.22K $1.15B
ABT
Abbott Laboratories

Healthcare
-254
- 4.54%
$120.51 - $136.62 $30.6K - $34.7K
5.34K $716M
LLY
Eli Lilly & CO

Healthcare
-27
- 3.2%
$625.65 - $812.69 $16.9K - $21.9K
818 $624M
UNP
Union Pacific Corp

Industrials
-80
- 3.14%
$214.91 - $237.16 $17.2K - $19K
2.47K $584M
MA
Mastercard Inc

Financial Services
-21
- 1.56%
$550.18 - $598.96 $11.6K - $12.6K
1.32K $752M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.18K
- 5.2%
$27.61 - $29.15 $32.6K - $34.4K
21.5K $627M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-775
- 1.77%
$41.43 - $44.2 $32.1K - $34.3K
43.1K $1.91B
WMT
Walmart Inc.

Consumer Defensive
-39
- 1.41%
$94.4 - $104.27 $3.68K - $4.07K
2.73K $281M
LMT
Lockheed Martin Corp

Industrials
-42
- 3.87%
$410.74 - $499.21 $17.3K - $21K
1.04K $520M
VEA
Vanguard Ftse Developed Market

ETFs
-1.21K
- 2.51%
$56.02 - $60.3 $67.8K - $73K
47K $2.82B
AVEM
American Centy ETF Tr Avantis

ETFs
-1.94K
- 5.91%
$68.33 - $75.41 $133K - $146K
30.9K $2.32B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.51K
- 3.41%
$28.92 - $32.19 $43.7K - $48.6K
42.7K $1.36B
JPM
Jpmorgan Chase & CO

Financial Services
-175
- 2.8%
$282.78 - $316.06 $49.5K - $55.3K
6.08K $1.92B
DISV
Dimensional ETF Tr Dimensional

ETFs
-4.69K
- 4.61%
$32.78 - $35.79 $154K - $168K
97.2K $3.47B
PLTR
Palantir Technologies Inc.

Technology
-33
- 1.11%
$130.68 - $186.97 $4.31K - $6.17K
2.93K $534M
MPC
Marathon Petroleum Corp

Energy
-144
- 2.41%
$158.59 - $198.69 $22.8K - $28.6K
5.82K $1.12B
DFAX
Dimensional ETF Tr
-650
- 0.83%
$29.25 - $31.56 $19K - $20.5K
77.9K $2.44B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.21K
- 1.32%
$41.91 - $44.87 $50.8K - $54.4K
90.9K $4.06B
Lam Research Corp
-71
- 1.11%
N/A
6.32K $847M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-350
- 1.35%
$182.33 - $194.5 $63.8K - $68.1K
25.5K $4.96B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-335
- 0.19%
$36.04 - $38.78 $12.1K - $13K
180K $6.95B
DFAT
Dimensional ETF Tr U S Target

ETFs
-5.29K
- 2.29%
$53.36 - $59.69 $282K - $316K
225K $13.1B
Activity Summary
Buys All Purchases 23 New Holdings 5 Increased Positions 18 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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