$208 Million is the total value of HHM Wealth Advisors, LLC's 87 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | New | ISHARES TRmsci min vol etf | $8,507,000 | – | 130,046 | +100.0% | 4.09% | – |
| CSTR | New | CAPSTAR FINL HLDGS INC | $609,000 | – | 36,570 | +100.0% | 0.29% | – |
| DIS | New | DISNEY WALT CO | $411,000 | – | 2,841 | +100.0% | 0.20% | – |
| TFC | New | TRUIST FINL CORP | $379,000 | – | 6,729 | +100.0% | 0.18% | – |
| BAC | New | BANK AMER CORP | $250,000 | – | 7,103 | +100.0% | 0.12% | – |
| V | New | VISA INC | $242,000 | – | 1,288 | +100.0% | 0.12% | – |
| FDX | New | FEDEX CORP | $242,000 | – | 1,602 | +100.0% | 0.12% | – |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $231,000 | – | 6,674 | +100.0% | 0.11% | – |
| ABBV | New | ABBVIE INC | $220,000 | – | 2,483 | +100.0% | 0.11% | – |
| CSM | New | PROSHARES TRlarge cap cre | $207,000 | – | 2,685 | +100.0% | 0.10% | – |
| RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $206,000 | – | 933 | +100.0% | 0.10% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $202,000 | – | 151 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-12
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.