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CIK: 0001750086
Total reported value
$996.0M
$996.0M
922 檔
39.4%
The Q1 2025 SEC filing reveals that HHM Wealth Advisors, LLC held a total portfolio value of $996.0M, covering 922 public equity positions.
In Q1 2025, HHM Wealth Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 922 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 18.73% | -1.30% | +2.11% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 12.07% | +0.42% | +3.54% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 11.95% | +0.62% | +3.23% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.59% | +0.26% | +39.52% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 4.45% | -0.61% | +1.78% | |
| 6 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 3.92% | -0.69% | +20.96% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.41% | -0.03% | +5.26% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.28% | +0.05% | +3.51% | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.14% | +0.01% | +1.66% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.07% | -0.02% | -0.28% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.78% | +0.03% | -2.02% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.77% | -0.07% | +1.45% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.48% | +0.09% | +5.35% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.39% | +0.18% | -1.22% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.06% | +1.55% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.07% | -0.36% | |
| 17 | MSTR | Strategy Inc | Stock-Tech | 0.70% | -0.12% | +1.13% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.55% | -0.14% | -1.65% | |
| 19 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.47% | -0.10% | +8.31% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | +0.01% | +1.25% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.38% | -0.06% | +18.02% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.01% | +6.88% | |
| 23 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.37% | -0.01% | -4.48% | |
| 24 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.35% | -0.04% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.01% | +0.37% | |
| 26 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.33% | +0.01% | +4.61% | |
| 27 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.32% | -0.02% | +1.51% | |
| 28 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.32% | -0.02% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.01% | -0.55% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | +0.03% | +13.36% | |
| 31 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.30% | -0.01% | -2.60% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.04% | +3.39% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | +0.04% | +2.76% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.04% | +5.33% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.28% | -0.04% | +0.63% | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.27% | -0.02% | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.02% | +0.07% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | +0.13% | +2.09% | |
| 39 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | +0.05% | +19.37% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.26% | -0.03% | — | |
| 41 | SCHH | Schwab US Reit ETF | ETF-Other | 0.26% | -0.01% | -1.85% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | +0.01% | +0.07% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.24% | -0.02% | +3.65% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.04% | +8.92% | |
| 45 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.23% | — | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.05% | -3.57% | |
| 47 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.21% | -0.07% | -0.13% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.21% | -0.02% | -9.20% | |
| 49 | RF | Regions Financial CORP | Stock-Financials | 0.21% | -0.02% | -6.63% | |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.21% | +0.01% | — |
According to official SEC Form 13F filings, HHM Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $996.0M across 922 disclosed positions in Q1 2025.
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, SCHB, SCHG) accounted for 39.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHD
市值: $139.1M
During Q1 2025, HHM Wealth Advisors, LLC's top holdings by market value included SCHD (18.7%)、SCHB (12.1%)、SCHG (11.9%). The largest single position, SCHD, represented 18.7% of total portfolio value.
In Q1 2025, HHM Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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