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CIK: 0001750086
Total reported value
$996.0M
$996.0M
1010 檔
38.6%
In Q4 2024, HHM Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $996.0M, distributed across 1010 disclosed stock positions.
In Q4 2024, HHM Wealth Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1010 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 18.10% | -1.30% | +207.29% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.01% | +0.62% | +295.87% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 12.41% | +0.42% | +199.40% | |
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 4.39% | -0.61% | +4.05% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 4.33% | +0.26% | +3.19% | |
| 6 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 3.84% | -0.69% | +3.26% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.22% | -0.03% | +3.45% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.00% | +0.05% | +105.32% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.36% | -0.02% | +25.77% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.01% | +0.01% | +2.22% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.95% | +0.03% | +198.39% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.78% | -0.07% | +0.50% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.56% | +0.18% | +103.33% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.06% | +28.23% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.30% | +0.09% | +3.18% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.07% | +3.56% | |
| 17 | MSTR | Strategy Inc | Stock-Tech | 0.70% | -0.12% | +124.17% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.54% | -0.14% | -1.08% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.50% | +0.01% | +2.40% | |
| 20 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.45% | -0.10% | +18.71% | |
| 21 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.40% | -0.01% | -18.91% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.01% | +7.72% | |
| 23 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.35% | -0.04% | -2.96% | |
| 24 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.34% | +0.01% | +99.08% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.03% | +6.81% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.01% | +55.19% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.01% | +106.91% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.04% | +58.97% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.33% | -0.06% | -2.36% | |
| 30 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.31% | -0.01% | +193.78% | |
| 31 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.31% | -0.02% | +0.90% | |
| 32 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.30% | -0.02% | -0.64% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | +0.13% | +1.37% | |
| 34 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.29% | -0.02% | -9.65% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | — | +22.31% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.05% | +12.44% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.02% | +13.43% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | +0.04% | +2.63% | |
| 39 | SCHH | Schwab US Reit ETF | ETF-Other | 0.26% | -0.01% | +3.53% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | +0.04% | +161.49% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.25% | -0.04% | +1.13% | |
| 42 | RF | Regions Financial CORP | Stock-Financials | 0.24% | -0.02% | -15.69% | |
| 43 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.24% | +0.05% | — | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.24% | -0.02% | +16.09% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.23% | -0.03% | +45.59% | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.23% | -0.02% | +101.08% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | -0.04% | +38.37% | |
| 48 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.22% | — | -1.64% | |
| 49 | DXPE | Dxp Enterprises Inc | Stock-Other | 0.22% | -0.01% | -3.05% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | +0.01% | +51.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | +25.77% | Add |
| 2 | MSTR | Strategy Inc | +0.5% | +124.17% | Add |
| 3 | MSFT | Microsoft CORP | +0.2% | +28.23% | Add |
| 4 | SCHG | Schwab US Large-cap Growth | +0.2% | +295.87% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | +3.56% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.2% | +106.91% | Add |
| 7 | V | Visa Inc-class A Shares | +0.2% | +161.49% | Add |
| 8 | IWF | Ishares Russell 1000 Growth | +0.2% | +2647.79% | Add |
| 9 | LOW | Lowe's Cos Inc | +0.2% | +538.35% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +58.97% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | +55.19% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | +22.31% | Add |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | +176.87% | Add |
| 14 | NFLX | Netflix Inc | +0.1% | +117.60% | Add |
| 15 | ACN | Accenture plc | +0.1% | +673.72% | Add |
| 16 | WMT | Walmart Inc | +0.1% | +38.37% | Add |
| 17 | DXPE | Dxp Enterprises Inc | +0.1% | -3.05% | Trim |
| 18 | IOO | Ishares Global 100 ETF | +0.1% | NEW | New buy |
| 19 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 20 | WM | Waste Management Inc | +0.1% | +45.59% | Add |
| 21 | ORCL | Oracle CORP | +0.1% | +279.15% | Add |
| 22 | DIS | Walt Disney Co/the | +0.1% | +225.51% | Add |
| 23 | SNA | Snap-on Inc | +0.1% | NEW | New buy |
| 24 | TFI | Ss Spdr N Ice Muni Bond ETF | +0.1% | +18.71% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +12.44% | Add |
| 26 | ABBV | Abbvie Inc | +0.1% | +51.23% | Add |
| 27 | AMT | American Tower CORP | +0.1% | +360.92% | Add |
| 28 | NVDA | Nvidia CORP | 0% | +6.81% | Add |
| 29 | ABT | Abbott Laboratories | 0% | +88.46% | Add |
| 30 | LIN | Linde plc | 0% | +1842.11% | Add |
| 31 | VUG | Vanguard Growth ETF | 0% | +2.40% | Add |
| 32 | CLX | Clorox Company | 0% | +212.11% | Add |
| 33 | TMO | Thermo Fisher Scientific Inc | 0% | +448.11% | Add |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +3.19% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | -21.92% | Trim |
| 36 | UBER | Uber Technologies Inc | -0.1% | -9.92% | Trim |
| 37 | RWO | State Street Spdr Dow Jones | -0.1% | -11.74% | Trim |
| 38 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | -9.65% | Trim |
| 39 | RF | Regions Financial CORP | -0.1% | -15.69% | Trim |
| 40 | SPTS | Ss Spdr P St Term Tsy ETF | -0.1% | +4.05% | Add |
| 41 | HCA | Hca Healthcare Inc | -0.1% | +0.13% | Add |
| 42 | SFBS | Servisfirst Bancshares Inc | -0.1% | -18.91% | Trim |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.2% | +3.18% | Add |
| 44 | BITX | 2x Bitcoin Strategy ETF | -0.2% | EXIT | Sold out |
| 45 | SCHB | Schwab US Broad Market ETF | -0.3% | +199.40% | Add |
| 46 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.3% | +2.22% | Add |
| 47 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.3% | +3.26% | Add |
| 48 | VNQ | Vanguard Real Estate ETF | -0.3% | +3.45% | Add |
| 49 | SCHF | Schwab Intl Equity ETF | -0.4% | +105.32% | Add |
| 50 | SCHD | Schwab US Dvd Equity ETF | -0.9% | +207.29% | Add |
According to official SEC Form 13F filings, HHM Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $996.0M across 1010 disclosed positions in Q4 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 38.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
IOO
市值: $514.5K
Top Position Liquidated / Trimmed
BITX
前期市值: $1.5M
During Q4 2024, HHM Wealth Advisors, LLC's top holdings by market value included SCHD (18.1%)、SCHG (13.0%)、SCHB (12.4%). The largest single position, SCHD, represented 18.1% of total portfolio value.
In Q4 2024, HHM Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 39 positions, trimming 7 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.
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