Hhm Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Hhm Wealth Advisors, LLCInvestment ActivityHhm Wealth Advisors, LLC has $735.37 million in total holdings as of December 31, 2024.Hhm Wealth Advisors, LLC owns shares of 1,010 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 39.57% of the portfolio was purchased this quarter.About 0.95% of the portfolio was sold this quarter.This quarter, Hhm Wealth Advisors, LLC has purchased 780 new stocks and bought additional shares in 300 stocks.Hhm Wealth Advisors, LLC sold shares of 92 stocks and completely divested from 43 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $133,118,825Schwab U.S. Large-Cap Growth ETF $95,669,570Schwab US Broad Market ETF $91,294,159SPDR Portfolio Short Term Treasury ETF $32,254,952SPDR Portfolio S&P 400 Mid Cap ETF $31,823,713 Largest New Holdings this Quarter iShares Global 100 ETF $514,532 HoldingVanEck Semiconductor ETF $502,019 HoldingSnap-on $407,376 HoldingMarsh & McLennan Companies $216,234 HoldingARISTA NETWORKS INC $154,300 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 3,286,917 shares (about $89.80M)Schwab U.S. Large-Cap Growth ETF 2,565,582 shares (about $71.50M)Schwab US Broad Market ETF 2,678,507 shares (about $60.80M)Schwab International Equity ETF 610,777 shares (about $11.30M)Schwab U.S. Mid-Cap ETF 343,256 shares (about $9.51M) Largest Sales this Quarter SERVISFIRST BANCSHARES INC 8,192 shares (about $694.19K)Regions Financial 14,169 shares (about $333.26K)Invesco QQQ 584 shares (about $298.61K)Vanguard S&P 500 ETF 447 shares (about $240.83K)GRAYSCALE BITCOIN TRUST ETF 3,240 shares (about $239.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHhm Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$133,118,825$89,798,568 ▲207.3%4,872,57818.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$95,669,570$71,502,769 ▲295.9%3,432,70813.0%ETFSCHBSchwab US Broad Market ETF$91,294,159$60,802,111 ▲199.4%4,021,76912.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$32,254,952$1,255,205 ▲4.0%1,111,8564.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$31,823,713$982,888 ▲3.2%581,8934.3%ETFCALFPacer US Small Cap Cash Cows 100 ETF$28,256,997$893,314 ▲3.3%642,0593.8%ETFVNQVanguard Real Estate ETF$23,660,954$789,515 ▲3.5%265,6153.2%ETFSCHFSchwab International Equity ETF$22,027,565$11,299,376 ▲105.3%1,190,6793.0%ETFAAPLApple$17,351,253$3,555,693 ▲25.8%69,2892.4%Computer and TechnologyFNDESchwab Fundamental Emerging Markets Large Company Index ETF$14,757,839$319,899 ▲2.2%508,0152.0%ETFSCHMSchwab U.S. Mid-Cap ETF$14,306,071$9,511,629 ▲198.4%516,2781.9%ETFVIGVanguard Dividend Appreciation ETF$13,118,643$65,211 ▲0.5%66,9901.8%ETFSCHASchwab US Small-Cap ETF$11,503,238$5,845,762 ▲103.3%444,8271.6%ETFMSFTMicrosoft$10,310,846$2,269,802 ▲28.2%24,4621.4%Computer and TechnologyFNDFSchwab Fundamental International Large Company Index ETF$9,588,617$295,801 ▲3.2%288,7271.3%ETFAMZNAmazon.com$9,004,863$309,559 ▲3.6%41,0451.2%Retail/WholesaleMSTRMicroStrategy$5,167,980$2,862,604 ▲124.2%17,8440.7%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$3,961,693$43,063 ▼-1.1%44,6190.5%ETFVUGVanguard Growth ETF$3,649,537$85,369 ▲2.4%8,8920.5%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$3,284,412$517,605 ▲18.7%71,9950.4%FinanceSERVISFIRST BANCSHARES INC$2,976,324$694,190 ▼-18.9%35,1230.4%COMHDHome Depot$2,791,069$199,946 ▲7.7%7,1750.4%Retail/WholesaleJPUSJPMorgan Diversified Return US Equity ETF$2,543,627$77,481 ▼-3.0%22,2910.3%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$2,536,737$1,262,518 ▲99.1%85,4120.3%ETFNVDANVIDIA$2,477,495$158,058 ▲6.8%18,4490.3%Computer and TechnologyJPMJPMorgan Chase & Co.$2,469,733$878,298 ▲55.2%10,3030.3%FinanceIVViShares Core S&P 500 ETF$2,449,438$1,265,631 ▲106.9%4,1610.3%ETFGOOGLAlphabet$2,430,616$901,637 ▲59.0%12,8400.3%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$2,397,247$57,985 ▼-2.4%23,8960.3%ETFFNDBSchwab Fundamental U.S. Broad Market Index ETF$2,309,090$1,523,088 ▲193.8%99,2730.3%ETFNSCNorfolk Southern$2,286,248$20,419 ▲0.9%9,7410.3%TransportationCWISPDR MSCI ACWI ex-US ETF$2,211,703$14,249 ▼-0.6%79,1590.3%ETFCATCaterpillar$2,169,625$29,383 ▲1.4%5,9810.3%Industrial ProductsMOATVanEck Morningstar Wide Moat ETF$2,140,650$228,567 ▼-9.6%23,0860.3%ETFTSLATesla$2,108,045$384,456 ▲22.3%5,2200.3%Auto/Tires/TrucksGOOGAlphabet$2,010,515$222,438 ▲12.4%10,5570.3%Computer and TechnologyPGProcter & Gamble$1,997,096$236,392 ▲13.4%11,9120.3%Consumer StaplesLLYEli Lilly and Company$1,957,792$50,180 ▲2.6%2,5360.3%MedicalSCHHSchwab U.S. REIT ETF$1,911,575$65,096 ▲3.5%90,7680.3%ETFVVisa$1,866,790$1,152,878 ▲161.5%5,9070.3%Business ServicesSOSouthern$1,836,593$20,498 ▲1.1%22,3100.2%UtilitiesRFRegions Financial$1,791,284$333,255 ▼-15.7%76,1600.2%FinanceRSPTInvesco S&P 500 Equal Weight Technology ETF$1,766,9730.0%47,2200.2%ETFVTEBVanguard Tax-Exempt Bond ETF$1,758,411$243,732 ▲16.1%35,0770.2%ETFWMWaste Management$1,673,364$524,023 ▲45.6%8,2930.2%Business ServicesSCHZSchwab U.S. Aggregate Bond ETF$1,673,331$841,171 ▲101.1%73,7150.2%ETFWMTWalmart$1,667,836$462,495 ▲38.4%18,4600.2%Retail/WholesaleXLREReal Estate Select Sector SPDR Fund$1,647,786$27,452 ▼-1.6%40,5160.2%ETFDXPEDXP Enterprises$1,632,241$51,390 ▼-3.1%19,7560.2%Industrial ProductsABBVAbbVie$1,604,055$543,392 ▲51.2%9,0270.2%MedicalSPHQInvesco S&P 500 Quality ETF$1,560,861$171,932 ▼-9.9%23,2860.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$1,554,400$72,085 ▼-4.4%32,5390.2%ManufacturingPNFPPinnacle Financial Partners$1,482,037$51,247 ▼-3.3%12,9560.2%FinanceUNHUnitedHealth Group$1,477,433$943,817 ▲176.9%2,9210.2%MedicalRWOSPDR Dow Jones Global Real Estate ETF$1,454,186$193,348 ▼-11.7%33,9050.2%ETFVOOVanguard S&P 500 ETF$1,432,599$240,832 ▼-14.4%2,6590.2%ETFVTIVanguard Total Stock Market ETF$1,400,400$28,982 ▼-2.0%4,8320.2%ETFHCAHCA Healthcare$1,366,862$1,801 ▲0.1%4,5540.2%MedicalTMToyota Motor$1,341,8360.0%6,8950.2%Auto/Tires/TrucksLOWLowe's Companies$1,339,137$1,129,357 ▲538.4%5,4260.2%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$1,246,906$1,201,527 ▲2,647.8%3,1050.2%ETFNFLXNetflix$1,212,196$655,121 ▲117.6%1,3600.2%Consumer DiscretionaryXOMExxon Mobil$1,174,309$259,236 ▲28.3%10,9170.2%Oils/EnergyCSCOCisco Systems$1,117,557$72,223 ▲6.9%18,8780.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,094,4870.0%6,2460.1%ETFQQQInvesco QQQ$1,063,552$298,613 ▼-21.9%2,0800.1%FinanceSCHXSchwab US Large-Cap ETF$1,033,300$688,867 ▲200.0%44,5770.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,026,7680.0%13,1620.1%ETFMAAMid-America Apartment Communities$966,990$155 ▲0.0%6,2560.1%FinanceSDYSPDR S&P Dividend ETF$868,561$19,419 ▲2.3%6,5750.1%ETFUBERUber Technologies$821,318$90,480 ▼-9.9%13,6160.1%Computer and TechnologyBXBlackstone$799,167$115,177 ▼-12.6%4,6350.1%FinanceMETAMeta Platforms$782,275$55,626 ▲7.7%1,3360.1%Computer and TechnologyUNPUnion Pacific$754,627$212,089 ▲39.1%3,3090.1%TransportationOKEONEOK$751,695$63,654 ▼-7.8%7,4870.1%Oils/EnergyACNAccenture$745,795$649,405 ▲673.7%2,1200.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$744,6160.0%5,8360.1%ETFBACBank of America$741,450$30,766 ▲4.3%16,8700.1%FinanceABTAbbott Laboratories$736,912$345,891 ▲88.5%6,5150.1%MedicalJNJJohnson & Johnson$736,239$185,108 ▲33.6%5,0910.1%MedicalTTDTrade Desk$701,772$24,564 ▼-3.4%5,9710.1%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$701,444$145,748 ▲26.2%26,3400.1%ETFILCGiShares Morningstar Growth ETF$683,2000.0%7,6250.1%ETFGLDSPDR Gold Shares$679,6590.0%2,8070.1%FinanceORCLOracle$669,727$493,088 ▲279.2%4,0190.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$661,9200.0%10,6230.1%ETFMOAltria Group$654,815$13,595 ▲2.1%12,5230.1%Consumer StaplesVBVanguard Small-Cap ETF$654,7630.0%2,7250.1%ETFMLRMiller Industries$653,4700.0%9,9980.1%Auto/Tires/TrucksNEENextEra Energy$653,248$4,732 ▲0.7%9,1120.1%UtilitiesKOCoca-Cola$651,405$81,745 ▲14.3%10,4630.1%Consumer StaplesMRKMerck & Co., Inc.$641,433$221,438 ▲52.7%6,4480.1%MedicalDISWalt Disney$620,937$430,179 ▲225.5%5,5760.1%Consumer DiscretionaryGEGeneral Electric$585,433$6,838 ▼-1.2%3,5100.1%TransportationORealty Income$570,900$961 ▼-0.2%10,6890.1%FinanceRSPHInvesco S&P 500 Equal Weight Health Care ETF$550,6940.0%18,7950.1%ETFKKRKKR & Co. Inc.$533,929$18,044 ▲3.5%3,6100.1%FinanceDUKDuke Energy$524,659$8,188 ▲1.6%4,8700.1%UtilitiesCMICummins$521,157$36,254 ▲7.5%1,4950.1%Auto/Tires/TrucksIOOiShares Global 100 ETF$514,532$514,532 ▲New Holding5,1060.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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