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CIK: 0001750086
Total reported value
$996.0M
$996.0M
740 檔
35.0%
In Q1 2024, HHM Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $996.0M, distributed across 740 disclosed stock positions.
During Q1 2024, HHM Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 740 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 19.80% | -1.30% | -0.22% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 15.37% | +0.42% | -0.68% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.56% | +0.62% | -5.11% | |
| 4 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 4.42% | -0.69% | -5.79% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 4.21% | +0.26% | +15148.90% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.71% | +0.05% | +2.35% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.26% | -0.03% | -1.62% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.70% | +0.03% | -63.58% | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.19% | +0.01% | +6.09% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.14% | -0.07% | +12.99% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.90% | +0.18% | -1.16% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.49% | +0.09% | +8.51% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.31% | -0.02% | +0.09% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.06% | -0.95% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.07% | -2.79% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.76% | -0.14% | -2.55% | |
| 17 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.51% | -0.10% | +1.65% | |
| 18 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.49% | -0.04% | -7.53% | |
| 19 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.45% | -0.01% | -3.45% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.01% | -2.68% | |
| 21 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.41% | -0.02% | -3.57% | |
| 22 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.40% | +0.01% | +0.01% | |
| 23 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.40% | -0.02% | +0.10% | |
| 24 | RF | Regions Financial CORP | Stock-Financials | 0.40% | -0.02% | -0.02% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.01% | +7.05% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.04% | — | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.37% | -0.02% | -2.28% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.37% | -0.06% | +23.40% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | +19.14% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-Other | 0.30% | -0.01% | -1.59% | |
| 31 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.30% | -0.02% | -15.59% | |
| 32 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.28% | -0.01% | -0.27% | |
| 33 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.28% | — | +2.67% | |
| 34 | UBER | Uber Technologies Inc | Stock-Industrials | 0.27% | -0.01% | — | |
| 35 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.26% | +0.01% | -9.03% | |
| 36 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.25% | -0.07% | -8.98% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.03% | +15.24% | |
| 38 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | +0.05% | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | +0.03% | — | |
| 40 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.22% | -0.02% | +24.35% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.22% | -0.02% | +50.45% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.05% | -3.21% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | — | +0.69% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | +0.13% | — | |
| 45 | DXPE | Dxp Enterprises Inc | Stock-Other | 0.21% | -0.01% | +6260.85% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.01% | -2.31% | |
| 47 | SO | Southern Co/the | Stock-Utilities | 0.20% | -0.04% | +0.79% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | — | +0.76% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.04% | — | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.20% | -0.02% | -18.46% |
According to official SEC Form 13F filings, HHM Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $996.0M across 740 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHD, SCHB, SCHG) accounted for 35.0% of total reported equity market value during Q1 2024.
During Q1 2024, HHM Wealth Advisors, LLC's top holdings by market value included SCHD (19.8%)、SCHB (15.4%)、SCHG (13.6%). The largest single position, SCHD, represented 19.8% of total portfolio value.
In Q1 2024, HHM Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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