Hhm Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Hhm Wealth Advisors, LLC

Investment Activity

Hhm Wealth Advisors, LLC has $742.80 million in total holdings as of March 31, 2025.
Hhm Wealth Advisors, LLC owns shares of 922 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 4.86% of the portfolio was purchased this quarter.
About 0.79% of the portfolio was sold this quarter.
This quarter, Hhm Wealth Advisors, LLC has purchased 1,010 new stocks and bought additional shares in 164 stocks.
Hhm Wealth Advisors, LLC sold shares of 178 stocks and completely divested from 136 stocks this quarter.

Largest Holdings

Schwab US Dividend Equity ETF: $139,108,776
Schwab US Broad Market ETF: $89,654,517
Schwab U.S. Large-Cap Growth ETF: $88,734,887
SPDR Portfolio S&P 400 Mid Cap ETF: $41,549,588
SPDR Portfolio Short Term Treasury ETF: $33,088,966

Largest New Holdings this Quarter

92864M301 - 2x Bitcoin Strategy ETF: $208,623 Holding
92189F692 - VanEck Pharmaceutical ETF: $123,026 Holding
46137V274 - Invesco S&P 500 Equal Weight Utilities ETF: $104,475 Holding
464287663 - iShares Core S&P U.S. Value ETF: $98,197 Holding
464287184 - iShares China Large-Cap ETF: $53,760 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 400 Mid Cap ETF: 229,939 shares (about $11.77M)
Pacer US Small Cap Cash Cows ETF: 134,545 shares (about $5.05M)
Schwab US Broad Market ETF: 142,398 shares (about $3.07M)
Schwab US Dividend Equity ETF: 102,700 shares (about $2.87M)
Schwab U.S. Large-Cap Growth ETF: 111,018 shares (about $2.78M)

Largest Sales this Quarter

Lowe's Companies: 2,770 shares (about $646.05K)
iShares Core 1-5 Year USD Bond ETF: 7,903 shares (about $382.11K)
Schwab U.S. Mid-Cap ETF: 10,419 shares (about $272.98K)
DXP Enterprises: 3,178 shares (about $261.42K)
Invesco Variable Rate Investment Grade ETF: 9,150 shares (about $229.48K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHD Schwab US Dividend Equity ETF	$139,108,776	$2,871,492 ▲	2.1%	4,975,278	18.7%	ETF
SCHB Schwab US Broad Market ETF	$89,654,517	$3,065,829 ▲	3.5%	4,164,167	12.1%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$88,734,887	$2,779,890 ▲	3.2%	3,543,726	11.9%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$41,549,588	$11,768,285 ▲	39.5%	811,832	5.6%	ETF
SPTS SPDR Portfolio Short Term Treasury ETF	$33,088,966	$578,309 ▲	1.8%	1,131,634	4.5%	ETF
CALF Pacer US Small Cap Cash Cows ETF	$29,122,649	$5,045,437 ▲	21.0%	776,604	3.9%	ETF
VNQ Vanguard Real Estate ETF	$25,314,560	$1,265,751 ▲	5.3%	279,595	3.4%	ETF
SCHF Schwab International Equity ETF	$24,378,122	$826,488 ▲	3.5%	1,232,463	3.3%	ETF
FNDE Schwab Fundamental Emerging Markets Equity ETF	$15,906,448	$259,582 ▲	1.7%	516,443	2.1%	ETF
AAPL Apple	$15,347,827	$43,315 ▼	-0.3%	69,094	2.1%	Computer and Technology
SCHM Schwab U.S. Mid-Cap ETF	$13,253,505	$272,978 ▼	-2.0%	505,859	1.8%	ETF
VIG Vanguard Dividend Appreciation ETF	$13,183,076	$187,781 ▲	1.4%	67,958	1.8%	ETF
FNDF Schwab Fundamental International Equity ETF	$10,993,166	$558,579 ▲	5.4%	304,183	1.5%	ETF
SCHA Schwab US Small-Cap ETF	$10,295,502	$126,803 ▼	-1.2%	439,415	1.4%	ETF
MSFT Microsoft	$9,325,080	$142,273 ▲	1.5%	24,841	1.3%	Computer and Technology
AMZN Amazon.com	$7,781,444	$27,778 ▼	-0.4%	40,899	1.0%	Retail/Wholesale
MSTR Strategy	$5,201,833	$57,942 ▲	1.1%	18,045	0.7%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$4,110,253	$68,746 ▼	-1.6%	43,885	0.6%	ETF
TFI SPDR Nuveen Bloomberg Municipal Bond ETF	$3,514,604	$269,789 ▲	8.3%	77,981	0.5%	Finance
VUG Vanguard Growth ETF	$3,338,416	$41,160 ▲	1.2%	9,003	0.4%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$2,839,197	$433,586 ▲	18.0%	28,203	0.4%	ETF
HD Home Depot	$2,810,456	$181,036 ▲	6.9%	7,669	0.4%	Retail/Wholesale
SERVISFIRST BANCSHARES INC	$2,771,148	$130,012 ▼	-4.5%	33,549	0.4%	COM
JPUS JPMorgan Diversified Return U.S. Equity ETF	$2,567,924		0.0%	22,291	0.3%	ETF
JPM JPMorgan Chase & Co.	$2,536,648	$9,321 ▲	0.4%	10,341	0.3%	Finance
FNDA Schwab Fundamental U.S. Small Company ETF	$2,447,297	$107,862 ▲	4.6%	89,350	0.3%	ETF
NSC Norfolk Southern	$2,341,905	$34,816 ▲	1.5%	9,888	0.3%	Transportation
CWI SPDR MSCI ACWI ex-US ETF	$2,341,524		0.0%	79,159	0.3%	ETF
IVV iShares Core S&P 500 ETF	$2,324,882	$12,922 ▼	-0.6%	4,138	0.3%	ETF
NVDA NVIDIA	$2,266,534	$267,046 ▲	13.4%	20,913	0.3%	Computer and Technology
FNDB Schwab Fundamental U.S. Broad Market ETF	$2,224,906	$59,366 ▼	-2.6%	96,693	0.3%	ETF
LLY Eli Lilly and Company	$2,165,550	$71,029 ▲	3.4%	2,622	0.3%	Medical
V Visa	$2,127,298	$57,125 ▲	2.8%	6,070	0.3%	Business Services
GOOGL Alphabet	$2,091,513	$105,929 ▲	5.3%	13,525	0.3%	Computer and Technology
SO Southern	$2,064,354	$12,965 ▲	0.6%	22,451	0.3%	Utilities
MOAT VanEck Morningstar Wide Moat ETF	$2,031,568		0.0%	23,086	0.3%	ETF
PG Procter & Gamble	$2,031,454	$1,363 ▲	0.1%	11,920	0.3%	Consumer Staples
CAT Caterpillar	$2,013,924	$41,228 ▲	2.1%	6,106	0.3%	Industrials
RSPT Invesco S&P 500 Equal Weight Technology ETF	$1,927,683	$312,759 ▲	19.4%	56,365	0.3%	ETF
WM Waste Management	$1,919,910		0.0%	8,293	0.3%	Business Services
SCHH Schwab U.S. REIT ETF	$1,916,262	$36,158 ▼	-1.9%	89,087	0.3%	ETF
ABBV AbbVie	$1,892,593	$1,257 ▲	0.1%	9,033	0.3%	Medical
VTEB Vanguard Tax-Exempt Bond ETF	$1,804,084	$63,563 ▲	3.7%	36,358	0.2%	ETF
WMT Walmart	$1,765,176	$144,589 ▲	8.9%	20,107	0.2%	Retail/Wholesale
XLRE Real Estate Select Sector SPDR Fund	$1,695,595		0.0%	40,516	0.2%	ETF
GOOG Alphabet	$1,590,465	$58,900 ▼	-3.6%	10,180	0.2%	Computer and Technology
HCA HCA Healthcare	$1,571,567	$2,073 ▼	-0.1%	4,548	0.2%	Medical
SCHZ Schwab U.S. Aggregate Bond ETF	$1,550,238	$157,002 ▼	-9.2%	66,936	0.2%	ETF
RF Regions Financial	$1,545,221	$109,737 ▼	-6.6%	71,110	0.2%	Finance
SPHQ Invesco S&P 500 Quality ETF	$1,544,794		0.0%	23,286	0.2%	ETF
UNH UnitedHealth Group	$1,543,533	$13,618 ▲	0.9%	2,947	0.2%	Medical
VOO Vanguard S&P 500 ETF	$1,391,684	$25,182 ▲	1.8%	2,708	0.2%	ETF
PNFP Pinnacle Financial Partners	$1,372,052	$1,803 ▼	-0.1%	12,939	0.2%	Finance
TSLA Tesla	$1,367,069	$14,254 ▲	1.1%	5,275	0.2%	Auto/Tires/Trucks
DXPE DXP Enterprises	$1,363,707	$261,422 ▼	-16.1%	16,578	0.2%	Industrials
XOM Exxon Mobil	$1,361,332	$62,917 ▲	4.8%	11,446	0.2%	Energy
VTI Vanguard Total Stock Market ETF	$1,354,223	$26,111 ▲	2.0%	4,927	0.2%	ETF
RWO SPDR Dow Jones Global Real Estate ETF	$1,314,874	$164,741 ▼	-11.1%	30,130	0.2%	ETF
NFLX Netflix	$1,305,542	$37,301 ▲	2.9%	1,400	0.2%	Consumer Discretionary
TM Toyota Motor	$1,217,175		0.0%	6,895	0.2%	Auto/Tires/Trucks
ISTB iShares Core 1-5 Year USD Bond ETF	$1,191,147	$382,109 ▼	-24.3%	24,636	0.2%	Manufacturing
CSCO Cisco Systems	$1,171,176	$6,233 ▲	0.5%	18,979	0.2%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$1,121,185		0.0%	3,105	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$1,083,208	$1,213 ▲	0.1%	6,253	0.1%	ETF
MAA Mid-America Apartment Communities	$1,048,213	$168 ▼	0.0%	6,255	0.1%	Finance
QQQ Invesco QQQ	$994,288	$18,760 ▲	1.9%	2,120	0.1%	Finance
SCHX Schwab US Large-Cap ETF	$984,265		0.0%	44,577	0.1%	ETF
UBER Uber Technologies	$919,202	$72,860 ▼	-7.3%	12,616	0.1%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$906,390	$132,619 ▼	-12.8%	11,482	0.1%	ETF
SDY SPDR S&P Dividend ETF	$892,099		0.0%	6,575	0.1%	ETF
KO Coca-Cola	$887,562	$138,223 ▲	18.4%	12,393	0.1%	Consumer Staples
JNJ Johnson & Johnson	$829,517	$14,759 ▼	-1.7%	5,002	0.1%	Medical
GLD SPDR Gold Shares	$795,555	$13,254 ▼	-1.6%	2,761	0.1%	Finance
UNP Union Pacific	$781,784		0.0%	3,309	0.1%	Transportation
ABT Abbott Laboratories	$757,432	$106,783 ▼	-12.4%	5,710	0.1%	Medical
VYM Vanguard High Dividend Yield ETF	$753,385	$774 ▲	0.1%	5,842	0.1%	ETF
BAC Bank of America	$739,148	$35,178 ▲	5.0%	17,713	0.1%	Finance
OKE ONEOK	$728,573	$14,288 ▼	-1.9%	7,343	0.1%	Energy
MO Altria Group	$727,850	$23,768 ▼	-3.2%	12,127	0.1%	Consumer Staples
SCHE Schwab Emerging Markets Equity ETF	$723,695	$2,509 ▼	-0.3%	26,249	0.1%	ETF
META Meta Platforms	$711,845	$58,216 ▼	-7.6%	1,235	0.1%	Computer and Technology
GE GE Aerospace	$699,325	$3,202 ▼	-0.5%	3,494	0.1%	Industrials
ACN Accenture	$658,405	$3,120 ▼	-0.5%	2,110	0.1%	Computer and Technology
RSPH Invesco S&P 500 Equal Weight Health Care ETF	$643,939	$84,788 ▲	15.2%	21,645	0.1%	ETF
BX Blackstone	$640,892	$6,989 ▼	-1.1%	4,585	0.1%	Finance
NEE NextEra Energy	$631,917	$14,036 ▼	-2.2%	8,914	0.1%	Utilities
IJH iShares Core S&P Mid-Cap ETF	$619,677	$175 ▼	0.0%	10,620	0.1%	ETF
LOW Lowe's Companies	$619,459	$646,047 ▼	-51.1%	2,656	0.1%	Retail/Wholesale
O Realty Income	$618,213	$1,856 ▼	-0.3%	10,657	0.1%	Finance
ILCG iShares Morningstar Growth ETF	$617,549		0.0%	7,625	0.1%	ETF
RTX RTX	$613,089	$58,951 ▲	10.6%	4,628	0.1%	Aerospace
PM Philip Morris International	$606,474	$60,155 ▼	-9.0%	3,821	0.1%	Consumer Staples
ORCL Oracle	$600,065	$38,168 ▲	6.8%	4,292	0.1%	Computer and Technology
DUK Duke Energy	$593,991		0.0%	4,870	0.1%	Utilities
CVX Chevron	$588,827	$37,638 ▲	6.8%	3,520	0.1%	Energy
AMT American Tower	$569,716		0.0%	2,618	0.1%	Finance
MRK Merck & Co., Inc.	$566,801	$11,937 ▼	-2.1%	6,315	0.1%	Medical
VB Vanguard Small-Cap ETF	$559,919	$44,350 ▼	-7.3%	2,525	0.1%	ETF
DIS Walt Disney	$546,970	$3,356 ▼	-0.6%	5,542	0.1%	Consumer Discretionary
FTNT Fortinet	$535,206	$18,289 ▲	3.5%	5,560	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Hhm Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Hhm Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Hhm Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Hhm Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHhm Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools