13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001750086
Total reported value
$996.0M
$996.0M
780 檔
37.8%
At the close of Q3 2024, HHM Wealth Advisors, LLC disclosed equity holdings valued at approximately $996.0M, spread across 780 reported holdings.
HHM Wealth Advisors, LLC executed strategic sector rebalancing during Q3 2024, establishing 1 new positions while fully exiting 1 holdings and trimming 20 positions.
Showing top 200 holdings (of 780 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 19.01% | -1.30% | +3.77% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.81% | +0.62% | -2.60% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 12.67% | +0.42% | -11.67% | |
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 4.46% | -0.61% | +35.92% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 4.37% | +0.26% | +3.69% | |
| 6 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 4.10% | -0.69% | +7.36% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.55% | -0.03% | +3.82% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.38% | +0.05% | -3.16% | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.27% | +0.01% | -0.44% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.04% | +0.03% | -2.86% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.87% | -0.07% | -4.13% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.82% | -0.02% | +3.50% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.60% | +0.18% | -4.60% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.48% | +0.09% | +4.42% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.06% | +1.51% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.07% | +1.22% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.58% | -0.14% | -6.12% | |
| 18 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.49% | -0.01% | -38.53% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | +0.01% | +28.71% | |
| 20 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.40% | -0.10% | -1.02% | |
| 21 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.39% | -0.04% | -4.21% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.01% | +1.40% | |
| 23 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.36% | +0.01% | — | |
| 24 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.35% | -0.02% | +2.78% | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.35% | -0.06% | +13.73% | |
| 26 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.34% | -0.02% | -10.16% | |
| 27 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.34% | -0.02% | +0.37% | |
| 28 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.34% | -0.01% | -13.34% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.33% | +0.13% | +6.02% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | +0.04% | -17.77% | |
| 31 | RF | Regions Financial CORP | Stock-Financials | 0.30% | -0.02% | -9.48% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.03% | -3.39% | |
| 33 | SCHH | Schwab US Reit ETF | ETF-Other | 0.29% | -0.01% | +1.32% | |
| 34 | SO | Southern Co/the | Stock-Utilities | 0.28% | -0.04% | -9.59% | |
| 35 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.26% | -0.07% | — | |
| 36 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.26% | — | -1.66% | |
| 37 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.26% | -0.01% | -0.48% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.02% | -2.27% | |
| 39 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.25% | +0.05% | — | |
| 40 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.25% | -0.02% | +17.70% | |
| 41 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.25% | +0.01% | — | |
| 42 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.24% | -0.02% | -4.02% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | — | +0.32% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.05% | +0.87% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.22% | -0.02% | +32.80% | |
| 46 | BITX | 2x Bitcoin Strategy ETF | ETF-Crypto | 0.21% | — | +19.83% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.01% | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | — | -0.56% | |
| 49 | MSTR | Strategy Inc | Stock-Tech | 0.19% | -0.12% | +1058.66% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.04% | +0.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +1.1% | +3.77% | Add |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | +1% | +35.92% | Add |
| 3 | VNQ | Vanguard Real Estate ETF | +0.4% | +3.82% | Add |
| 4 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.3% | +7.36% | Add |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.2% | +3.69% | Add |
| 6 | AAPL | Apple Inc | +0.1% | +3.50% | Add |
| 7 | VUG | Vanguard Growth ETF | +0.1% | +28.71% | Add |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +4.42% | Add |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.1% | -0.44% | Trim |
| 10 | CAT | Caterpillar Inc | +0.1% | +6.02% | Add |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +32.80% | Add |
| 12 | MSTR | Strategy Inc | +0.1% | +1058.66% | Add |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | NEW | New buy |
| 14 | HD | Home Depot Inc | 0% | +1.40% | Add |
| 15 | HCA | Hca Healthcare Inc | 0% | — | Unchanged |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +17.70% | Add |
| 17 | NSC | Norfolk Southern CORP | 0% | +0.37% | Add |
| 18 | MOAT | Vaneck Morningstar Wide Moat | 0% | +2.78% | Add |
| 19 | SCHH | Schwab US Reit ETF | 0% | +1.32% | Add |
| 20 | TSLA | Tesla Inc | 0% | +0.16% | Add |
| 21 | PNW | Pinnacle West Capital Corporation | 0% | — | Unchanged |
| 22 | SGOV | Ishares 0-3 Month Treasury B | 0% | +13.73% | Add |
| 23 | XLRE | Ss Real Estate Select Sector | 0% | -1.66% | Trim |
| 24 | RWO | State Street Spdr Dow Jones | 0% | -0.48% | Trim |
| 25 | ABBV | Abbvie Inc | 0% | -0.08% | Trim |
| 26 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | — | Unchanged |
| 27 | WMT | Walmart Inc | 0% | -3.24% | Trim |
| 28 | DE | Deere & Co | 0% | +31.52% | Add |
| 29 | VYMI | Vanguard Int High Dvd Yld In | 0% | +69.54% | Add |
| 30 | MAA | Mid-america Apartment Comm | 0% | +3.90% | Add |
| 31 | JPUS | Jpmorgan Div Ret US Eq ETF | — | -4.21% | Trim |
| 32 | SIMO | Silicon Motion Technol-adr | 0% | -47.64% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | +0.04% | Add |
| 34 | VIG | Vanguard Dividend Apprec ETF | 0% | -4.13% | Trim |
| 35 | SCHA | Schwab US Small-cap ETF | 0% | -4.60% | Trim |
| 36 | LYFT | Lyft Inc-a | 0% | EXIT | Sold out |
| 37 | FNDB | Schwab Fndmntl US Brd Mr ETF | 0% | -13.34% | Trim |
| 38 | GOOG | Alphabet Inc-cl C | 0% | +0.87% | Add |
| 39 | SCHM | Schwab US Mid Cap ETF | -0.1% | -2.86% | Trim |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -19.35% | Trim |
| 41 | SCHF | Schwab Intl Equity ETF | -0.1% | -3.16% | Trim |
| 42 | UBER | Uber Technologies Inc | -0.1% | -33.16% | Trim |
| 43 | AMZN | Amazon.com Inc | -0.1% | +1.22% | Add |
| 44 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -93.07% | Trim |
| 45 | LLY | Eli Lilly & Co | -0.1% | -17.77% | Trim |
| 46 | MSFT | Microsoft CORP | -0.1% | +1.51% | Add |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.1% | -39.17% | Trim |
| 48 | SFBS | Servisfirst Bancshares Inc | -0.2% | -38.53% | Trim |
| 49 | SCHG | Schwab US Large-cap Growth | -0.7% | -2.60% | Trim |
| 50 | SCHB | Schwab US Broad Market ETF | -1.7% | -11.67% | Trim |
According to official SEC Form 13F filings, HHM Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $996.0M across 780 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, SCHG, SCHB) accounted for 37.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
DGRW
市值: $318.2K
Top Position Liquidated / Trimmed
LYFT
前期市值: $282.0K
During Q3 2024, HHM Wealth Advisors, LLC's top holdings by market value included SCHD (19.0%)、SCHG (12.8%)、SCHB (12.7%). The largest single position, SCHD, represented 19.0% of total portfolio value.
In Q3 2024, HHM Wealth Advisors, LLC made 47 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 20 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.