$170 Million is the total value of HHM Wealth Advisors, LLC's 74 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DRW | Sell | WISDOMTREE TRglb ex us rl est | $1,538,000 | -6.1% | 50,567 | -0.9% | 0.91% | -13.5% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,467,000 | -0.1% | 18,179 | -1.3% | 0.86% | -8.0% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $1,067,000 | -0.6% | 24,019 | -0.5% | 0.63% | -8.3% |
| SO | Sell | SOUTHERN CO | $943,000 | +4.4% | 17,065 | -2.4% | 0.56% | -3.8% |
| BSCK | Sell | INVESCO EXCH TRD SLF IDX FD | $580,000 | -3.2% | 27,263 | -3.4% | 0.34% | -10.7% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $520,000 | -9.4% | 9,264 | -11.6% | 0.31% | -16.3% |
| STI | Sell | SUNTRUST BKS INC | $413,000 | +0.5% | 6,567 | -5.4% | 0.24% | -7.6% |
| RYE | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $342,000 | -10.5% | 7,051 | -6.6% | 0.20% | -17.2% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $272,000 | -1.8% | 1,400 | -4.1% | 0.16% | -9.6% |
| AFIN | Sell | AMERICAN FIN TR INC | $143,000 | -17.8% | 13,161 | -18.4% | 0.08% | -24.3% |
| BSCJ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -12,136 | -100.0% | -0.16% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -2,195 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 22.2% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 15.9% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 15.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 9.1% |
| JP MORGAN EXCHANGE TRADED FD | 20 | Q3 2023 | 6.3% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.7% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 3.0% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 2.9% |
| SPDR INDEX SHS FDS | 20 | Q3 2023 | 3.7% |
View HHM Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-03 |
View HHM Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.