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CIK: 0001750086
Total reported value
$996.0M
$996.0M
785 檔
35.9%
During the Q2 2024 filing period, HHM Wealth Advisors, LLC (CIK: 0001750086) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $996.0M across 785 reported positions.
During Q2 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 785 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 17.88% | -1.30% | +2.44% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 14.39% | +0.42% | -0.59% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.51% | +0.62% | +0.21% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 4.20% | +0.26% | +13.40% | |
| 5 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 3.80% | -0.69% | +6.00% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.46% | +0.05% | +3.68% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.42% | -0.61% | — | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.12% | -0.03% | +7.84% | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.22% | +0.01% | +4.03% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.09% | +0.03% | -11.71% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.91% | -0.07% | -2.12% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.69% | -0.02% | +14.59% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.64% | +0.18% | -2.30% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.41% | +0.09% | +5.57% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.06% | +8.94% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.07% | -0.98% | |
| 17 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.67% | -0.01% | — | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.61% | -0.14% | -12.96% | |
| 19 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.42% | -0.10% | -8.41% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.04% | +2.56% | |
| 21 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.39% | -0.04% | -10.39% | |
| 22 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.38% | -0.01% | -4.47% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | +0.01% | -13.21% | |
| 24 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.38% | -0.02% | — | |
| 25 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.35% | +0.01% | -0.52% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.01% | +5.73% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.03% | +1036.55% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.33% | -0.06% | -2.55% | |
| 29 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.32% | -0.02% | — | |
| 30 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.31% | -0.02% | +0.11% | |
| 31 | RF | Regions Financial CORP | Stock-Financials | 0.30% | -0.02% | -12.59% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.28% | -0.04% | +40.77% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.28% | +0.13% | +57.29% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.01% | -6.16% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.02% | +52.30% | |
| 36 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | +0.05% | +18.58% | |
| 37 | SCHH | Schwab US Reit ETF | ETF-Other | 0.26% | -0.01% | -5.09% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.05% | +5.60% | |
| 39 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.25% | -0.02% | -6.65% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.25% | -0.01% | +7.93% | |
| 41 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.25% | +0.01% | — | |
| 42 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.24% | — | -0.95% | |
| 43 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.24% | -0.01% | -1.56% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | +0.03% | +6.21% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | — | +11.25% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.04% | +1.64% | |
| 47 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.22% | -0.07% | +0.89% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.21% | -0.02% | +5.70% | |
| 49 | BITX | 2x Bitcoin Strategy ETF | ETF-Crypto | 0.21% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.01% | +4.85% |
According to official SEC Form 13F filings, HHM Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $996.0M across 785 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHD, SCHB, SCHG) accounted for 35.9% of total reported equity market value during Q2 2024.
During Q2 2024, HHM Wealth Advisors, LLC's top holdings by market value included SCHD (17.9%)、SCHB (14.4%)、SCHG (13.5%). The largest single position, SCHD, represented 17.9% of total portfolio value.
In Q2 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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