$205 Million is the total value of HHM Wealth Advisors, LLC's 478 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
T | New | AT&T INC | $305,000 | – | 10,460 | +100.0% | 0.15% | – |
VO | New | VANGUARD INDEX FDSmid cap etf | $296,000 | – | 2,245 | +100.0% | 0.14% | – |
VZ | New | VERIZON COMMUNICATIONS INC | $283,000 | – | 5,272 | +100.0% | 0.14% | – |
INTC | New | INTEL CORP | $280,000 | – | 5,179 | +100.0% | 0.14% | – |
UBER | New | UBER TECHNOLOGIES INC | $275,000 | – | 9,857 | +100.0% | 0.13% | – |
LLY | New | LILLY ELI & CO | $242,000 | – | 1,745 | +100.0% | 0.12% | – |
AMT | New | AMERICAN TOWER CORP NEW | $234,000 | – | 1,075 | +100.0% | 0.11% | – |
NKE | New | NIKE INCcl b | $223,000 | – | 2,700 | +100.0% | 0.11% | – |
MDT | New | MEDTRONIC PLC | $221,000 | – | 2,451 | +100.0% | 0.11% | – |
CMCSA | New | COMCAST CORP NEWcl a | $215,000 | – | 6,241 | +100.0% | 0.10% | – |
EMB | New | ISHARES TRjpmorgan usd emg | $204,000 | – | 2,113 | +100.0% | 0.10% | – |
BA | New | BOEING CO | $186,000 | – | 1,248 | +100.0% | 0.09% | – |
PEP | New | PEPSICO INC | $186,000 | – | 1,551 | +100.0% | 0.09% | – |
BMY | New | BRISTOL-MYERS SQUIBB CO | $180,000 | – | 3,222 | +100.0% | 0.09% | – |
UNH | New | UNITEDHEALTH GROUP INC | $178,000 | – | 715 | +100.0% | 0.09% | – |
OKTA | New | OKTA INCcl a | $171,000 | – | 1,400 | +100.0% | 0.08% | – |
GILD | New | GILEAD SCIENCES INC | $166,000 | – | 2,225 | +100.0% | 0.08% | – |
AMGN | New | AMGEN INC | $165,000 | – | 812 | +100.0% | 0.08% | – |
MA | New | MASTERCARD INCcl a | $156,000 | – | 645 | +100.0% | 0.08% | – |
DUK | New | DUKE ENERGY CORP NEW | $152,000 | – | 1,879 | +100.0% | 0.07% | – |
ABT | New | ABBOTT LABS | $149,000 | – | 1,888 | +100.0% | 0.07% | – |
PZA | New | INVESCO EXCHANGE-TRADED FD Tnatl amt muni | $147,000 | – | 5,700 | +100.0% | 0.07% | – |
VTI | New | VANGUARD INDEX FDStotal stk mkt | $142,000 | – | 1,100 | +100.0% | 0.07% | – |
HON | New | HONEYWELL INTL INC | $140,000 | – | 1,049 | +100.0% | 0.07% | – |
WMT | New | WALMART INC | $139,000 | – | 1,226 | +100.0% | 0.07% | – |
SBUX | New | STARBUCKS CORP | $135,000 | – | 2,054 | +100.0% | 0.07% | – |
CRM | New | SALESFORCE COM INC | $131,000 | – | 911 | +100.0% | 0.06% | – |
TIP | New | ISHARES TRtips bd etf | $127,000 | – | 1,081 | +100.0% | 0.06% | – |
JETS | New | ETF SER SOLUTIONSus glb jets | $127,000 | – | 8,645 | +100.0% | 0.06% | – |
PFE | New | PFIZER INC | $123,000 | – | 3,781 | +100.0% | 0.06% | – |
SHW | New | SHERWIN WILLIAMS CO | $120,000 | – | 261 | +100.0% | 0.06% | – |
CVS | New | CVS HEALTH CORP | $121,000 | – | 2,041 | +100.0% | 0.06% | – |
PFF | New | ISHARES TRpfd and incm sec | $117,000 | – | 3,670 | +100.0% | 0.06% | – |
TMO | New | THERMO FISHER SCIENTIFIC INC | $117,000 | – | 411 | +100.0% | 0.06% | – |
MU | New | MICRON TECHNOLOGY INC | $114,000 | – | 2,700 | +100.0% | 0.06% | – |
ILCB | New | ISHARES TRmrngstr lg-cp et | $112,000 | – | 765 | +100.0% | 0.06% | – |
VV | New | VANGUARD INDEX FDSlarge cap etf | $110,000 | – | 927 | +100.0% | 0.05% | – |
ORCL | New | ORACLE CORP | $108,000 | – | 2,225 | +100.0% | 0.05% | – |
COST | New | COSTCO WHSL CORP NEW | $106,000 | – | 372 | +100.0% | 0.05% | – |
SPY | New | SPDR S&P 500 ETF TRtr unit | $101,000 | – | 393 | +100.0% | 0.05% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $101,000 | – | 1,085 | +100.0% | 0.05% | – |
COP | New | CONOCOPHILLIPS | $98,000 | – | 3,195 | +100.0% | 0.05% | – |
EXC | New | EXELON CORP | $99,000 | – | 2,677 | +100.0% | 0.05% | – |
SMBK | New | SMARTFINANCIAL INC | $99,000 | – | 6,528 | +100.0% | 0.05% | – |
LMT | New | LOCKHEED MARTIN CORP | $94,000 | – | 277 | +100.0% | 0.05% | – |
UAL | New | UNITED AIRLS HLDGS INC | $95,000 | – | 3,000 | +100.0% | 0.05% | – |
NVS | New | NOVARTIS A Gsponsored adr | $95,000 | – | 1,147 | +100.0% | 0.05% | – |
FEX | New | FIRST TR LRGE CP CORE ALPHA | $95,000 | – | 2,000 | +100.0% | 0.05% | – |
ICE | New | INTERCONTINENTAL EXCHANGE IN | $93,000 | – | 1,148 | +100.0% | 0.04% | – |
MCD | New | MCDONALDS CORP | $91,000 | – | 551 | +100.0% | 0.04% | – |
GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $91,000 | – | 1,750 | +100.0% | 0.04% | – |
MASI | New | MASIMO CORP | $89,000 | – | 500 | +100.0% | 0.04% | – |
AXP | New | AMERICAN EXPRESS CO | $86,000 | – | 1,000 | +100.0% | 0.04% | – |
BP | New | BP PLCsponsored adr | $87,000 | – | 3,555 | +100.0% | 0.04% | – |
BSJN | New | INVESCO EXCH TRD SLF IDX FD | $86,000 | – | 3,850 | +100.0% | 0.04% | – |
LQD | New | ISHARES TRiboxx inv cp etf | $86,000 | – | 700 | +100.0% | 0.04% | – |
HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $84,000 | – | 1,600 | +100.0% | 0.04% | – |
VNQ | New | VANGUARD INDEX FDSreal estate etf | $85,000 | – | 1,212 | +100.0% | 0.04% | – |
IVW | New | ISHARES TRs&p 500 grwt etf | $83,000 | – | 506 | +100.0% | 0.04% | – |
DE | New | DEERE & CO | $83,000 | – | 602 | +100.0% | 0.04% | – |
NFLX | New | NETFLIX INC | $84,000 | – | 225 | +100.0% | 0.04% | – |
D | New | DOMINION ENERGY INC | $83,000 | – | 1,152 | +100.0% | 0.04% | – |
NXR | New | NUVEEN SELECT TAX FREE INCOMsh ben int | $84,000 | – | 5,450 | +100.0% | 0.04% | – |
RBNC | New | RELIANT BANCORP INC | $81,000 | – | 7,185 | +100.0% | 0.04% | – |
BLK | New | BLACKROCK INC | $81,000 | – | 184 | +100.0% | 0.04% | – |
DAL | New | DELTA AIR LINES INC DEL | $81,000 | – | 2,840 | +100.0% | 0.04% | – |
UNM | New | UNUM GROUP | $81,000 | – | 5,428 | +100.0% | 0.04% | – |
IJR | New | ISHARES TRcore s&p scp etf | $81,000 | – | 1,448 | +100.0% | 0.04% | – |
GDV | New | GABELLI DIVID & INCOME TR | $80,000 | – | 5,400 | +100.0% | 0.04% | – |
PSX | New | PHILLIPS 66 | $80,000 | – | 1,489 | +100.0% | 0.04% | – |
NXP | New | NUVEEN SELECT TAX-FREE INCOMsh ben int | $79,000 | – | 5,300 | +100.0% | 0.04% | – |
UTX | New | UNITED TECHNOLOGIES CORP | $79,000 | – | 835 | +100.0% | 0.04% | – |
ADBE | New | ADOBE INC | $80,000 | – | 252 | +100.0% | 0.04% | – |
BSCO | New | INVESCO EXCH TRD SLF IDX FD | $78,000 | – | 3,800 | +100.0% | 0.04% | – |
DGRO | New | ISHARES TRcore div grwth | $78,000 | – | 2,401 | +100.0% | 0.04% | – |
EFA | New | ISHARES TRmsci eafe etf | $76,000 | – | 1,426 | +100.0% | 0.04% | – |
CI | New | CIGNA CORP NEW | $75,000 | – | 421 | +100.0% | 0.04% | – |
NVO | New | NOVO-NORDISK A Sadr | $75,000 | – | 1,240 | +100.0% | 0.04% | – |
NVDA | New | NVIDIA CORP | $75,000 | – | 284 | +100.0% | 0.04% | – |
OEF | New | ISHARES TRs&p 100 etf | $75,000 | – | 632 | +100.0% | 0.04% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS | $74,000 | – | 663 | +100.0% | 0.04% | – |
XMPT | New | VANECK VECTORS ETF TR | $74,000 | – | 2,900 | +100.0% | 0.04% | – |
BSMM | New | INVESCO EXCH TRD SLF IDX FD | $74,000 | – | 2,975 | +100.0% | 0.04% | – |
BSMN | New | INVESCO EXCH TRD SLF IDX FD | $74,000 | – | 2,965 | +100.0% | 0.04% | – |
SHM | New | SPDR SER TRnuveen blmbrg sr | $72,000 | – | 1,475 | +100.0% | 0.04% | – |
FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $72,000 | – | 582 | +100.0% | 0.04% | – |
PM | New | PHILIP MORRIS INTL INC | $72,000 | – | 984 | +100.0% | 0.04% | – |
TRV | New | TRAVELERS COMPANIES INC | $69,000 | – | 697 | +100.0% | 0.03% | – |
VGT | New | VANGUARD WORLD FDSinf tech etf | $70,000 | – | 329 | +100.0% | 0.03% | – |
TTE | New | TOTAL S.A.sponsored ads | $69,000 | – | 1,858 | +100.0% | 0.03% | – |
MHK | New | MOHAWK INDS INC | $70,000 | – | 915 | +100.0% | 0.03% | – |
PYPL | New | PAYPAL HLDGS INC | $67,000 | – | 696 | +100.0% | 0.03% | – |
BTI | New | BRITISH AMERN TOB PLCsponsored adr | $65,000 | – | 1,893 | +100.0% | 0.03% | – |
BOE | New | BLACKROCK ENHANCED GLOBAL DI | $66,000 | – | 8,000 | +100.0% | 0.03% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L | $65,000 | – | 4,550 | +100.0% | 0.03% | – |
RHS | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $64,000 | – | 520 | +100.0% | 0.03% | – |
ADP | New | AUTOMATIC DATA PROCESSING IN | $64,000 | – | 469 | +100.0% | 0.03% | – |
KMB | New | KIMBERLY CLARK CORP | $64,000 | – | 500 | +100.0% | 0.03% | – |
BGY | New | BLACKROCK ENHANCED INTL DIV | $63,000 | – | 14,000 | +100.0% | 0.03% | – |
VB | New | VANGUARD INDEX FDSsmall cp etf | $64,000 | – | 551 | +100.0% | 0.03% | – |
BX | New | BLACKSTONE GROUP INC | $64,000 | – | 1,400 | +100.0% | 0.03% | – |
MWA | New | MUELLER WTR PRODS INC | $61,000 | – | 7,672 | +100.0% | 0.03% | – |
IYW | New | ISHARES TRu.s. tech etf | $62,000 | – | 305 | +100.0% | 0.03% | – |
AFIN | New | AMERICAN FIN TR INC | $62,000 | – | 9,886 | +100.0% | 0.03% | – |
UBS | New | UBS GROUP AG | $60,000 | – | 6,500 | +100.0% | 0.03% | – |
HYG | New | ISHARES TRiboxx hi yd etf | $60,000 | – | 773 | +100.0% | 0.03% | – |
CL | New | COLGATE PALMOLIVE CO | $60,000 | – | 910 | +100.0% | 0.03% | – |
IYY | New | ISHARES TRdow jones us etf | $59,000 | – | 466 | +100.0% | 0.03% | – |
EMLC | New | VANECK VECTORS ETF TRjp morgan mkts | $57,000 | – | 2,000 | +100.0% | 0.03% | – |
QCOM | New | QUALCOMM INC | $57,000 | – | 843 | +100.0% | 0.03% | – |
RYF | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $57,000 | – | 1,800 | +100.0% | 0.03% | – |
BSJK | New | INVESCO EXCH TRD SLF IDX FD | $56,000 | – | 2,450 | +100.0% | 0.03% | – |
SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $56,000 | – | 2,727 | +100.0% | 0.03% | – |
TWLO | New | TWILIO INCcl a | $54,000 | – | 600 | +100.0% | 0.03% | – |
AMLP | New | ALPS ETF TRalerian mlp | $53,000 | – | 15,300 | +100.0% | 0.03% | – |
YUM | New | YUM BRANDS INC | $54,000 | – | 794 | +100.0% | 0.03% | – |
NXQ | New | NUVEEN SELECT TAX FREE INCOMsh ben int | $53,000 | – | 3,700 | +100.0% | 0.03% | – |
FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $54,000 | – | 731 | +100.0% | 0.03% | – |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $52,000 | – | 268 | +100.0% | 0.02% | – |
SPGI | New | S&P GLOBAL INC | $51,000 | – | 207 | +100.0% | 0.02% | – |
CCI | New | CROWN CASTLE INTL CORP NEW | $51,000 | – | 354 | +100.0% | 0.02% | – |
BSMP | New | INVESCO EXCH TRD SLF IDX FD | $49,000 | – | 1,965 | +100.0% | 0.02% | – |
BOND | New | PIMCO ETF TRactive bd etf | $50,000 | – | 470 | +100.0% | 0.02% | – |
BSMO | New | INVESCO EXCH TRD SLF IDX FD | $49,000 | – | 1,970 | +100.0% | 0.02% | – |
NIM | New | NUVEEN SELECT MAT MUN FDsh ben int | $49,000 | – | 5,000 | +100.0% | 0.02% | – |
FDRR | New | FIDELITY COVINGTON TRdivid etf risi | $48,000 | – | 1,822 | +100.0% | 0.02% | – |
RF | New | REGIONS FINANCIAL CORP NEW | $47,000 | – | 5,291 | +100.0% | 0.02% | – |
UN | New | UNILEVER N V | $48,000 | – | 982 | +100.0% | 0.02% | – |
BCSF | New | BAIN CAP SPECIALTY FIN INC | $48,000 | – | 5,169 | +100.0% | 0.02% | – |
AEE | New | AMEREN CORP | $47,000 | – | 639 | +100.0% | 0.02% | – |
TSCO | New | TRACTOR SUPPLY CO | $45,000 | – | 535 | +100.0% | 0.02% | – |
DHR | New | DANAHER CORPORATION | $45,000 | – | 327 | +100.0% | 0.02% | – |
VLO | New | VALERO ENERGY CORP | $45,000 | – | 1,000 | +100.0% | 0.02% | – |
WMB | New | WILLIAMS COS INC | $45,000 | – | 3,174 | +100.0% | 0.02% | – |
DOW | New | DOW INC | $42,000 | – | 1,423 | +100.0% | 0.02% | – |
AMP | New | AMERIPRISE FINL INC | $43,000 | – | 421 | +100.0% | 0.02% | – |
GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $42,000 | – | 1,109 | +100.0% | 0.02% | – |
JHML | New | JOHN HANCOCK ETF TRUSTmltfctr lrg cap | $43,000 | – | 1,325 | +100.0% | 0.02% | – |
PAYX | New | PAYCHEX INC | $44,000 | – | 703 | +100.0% | 0.02% | – |
IWD | New | ISHARES TRrus 1000 val etf | $44,000 | – | 442 | +100.0% | 0.02% | – |
SQ | New | SQUARE INCcl a | $42,000 | – | 795 | +100.0% | 0.02% | – |
VDE | New | VANGUARD WORLD FDSenergy etf | $41,000 | – | 1,069 | +100.0% | 0.02% | – |
ROKU | New | ROKU INC | $41,000 | – | 472 | +100.0% | 0.02% | – |
LRGF | New | ISHARES TRmultifactor usa | $40,000 | – | 1,508 | +100.0% | 0.02% | – |
KR | New | KROGER CO | $41,000 | – | 1,356 | +100.0% | 0.02% | – |
AWK | New | AMERICAN WTR WKS CO INC NEW | $40,000 | – | 335 | +100.0% | 0.02% | – |
FB | New | FACEBOOK INCcl a | $41,000 | – | 244 | +100.0% | 0.02% | – |
CBSH | New | COMMERCE BANCSHARES INC | $41,000 | – | 808 | +100.0% | 0.02% | – |
CSX | New | CSX CORP | $40,000 | – | 693 | +100.0% | 0.02% | – |
HSBC | New | HSBC HLDGS PLCspon adr new | $39,000 | – | 1,400 | +100.0% | 0.02% | – |
SFIX | New | STITCH FIX INC | $39,000 | – | 3,032 | +100.0% | 0.02% | – |
LTC | New | LTC PPTYS INC | $39,000 | – | 1,248 | +100.0% | 0.02% | – |
IWB | New | ISHARES TRrus 1000 etf | $37,000 | – | 258 | +100.0% | 0.02% | – |
PGX | New | INVESCO EXCHANGE-TRADED FD Tpfd etf | $36,000 | – | 2,773 | +100.0% | 0.02% | – |
IEFA | New | ISHARES TRcore msci eafe | $37,000 | – | 742 | +100.0% | 0.02% | – |
TXN | New | TEXAS INSTRS INC | $34,000 | – | 341 | +100.0% | 0.02% | – |
MXI | New | ISHARES TRglobal mater etf | $35,000 | – | 697 | +100.0% | 0.02% | – |
SHY | New | ISHARES TR1 3 yr treas bd | $35,000 | – | 400 | +100.0% | 0.02% | – |
IDEV | New | ISHARES TRcore msci intl | $34,000 | – | 769 | +100.0% | 0.02% | – |
NOW | New | SERVICENOW INC | $32,000 | – | 110 | +100.0% | 0.02% | – |
RTN | New | RAYTHEON CO | $32,000 | – | 244 | +100.0% | 0.02% | – |
UA | New | UNDER ARMOUR INCcl c | $32,000 | – | 3,914 | +100.0% | 0.02% | – |
BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $33,000 | – | 389 | +100.0% | 0.02% | – |
TREX | New | TREX CO INC | $32,000 | – | 400 | +100.0% | 0.02% | – |
MCHP | New | MICROCHIP TECHNOLOGY INC | $32,000 | – | 475 | +100.0% | 0.02% | – |
MLM | New | MARTIN MARIETTA MATLS INC | $33,000 | – | 177 | +100.0% | 0.02% | – |
WPC | New | WP CAREY INC | $32,000 | – | 545 | +100.0% | 0.02% | – |
WELL | New | WELLTOWER INC | $32,000 | – | 700 | +100.0% | 0.02% | – |
IWO | New | ISHARES TRrus 2000 grw etf | $32,000 | – | 200 | +100.0% | 0.02% | – |
FXD | New | FIRST TR EXCHANGE TRADED FDconsumr discre | $33,000 | – | 1,211 | +100.0% | 0.02% | – |
PRU | New | PRUDENTIAL FINL INC | $31,000 | – | 600 | +100.0% | 0.02% | – |
EWU | New | ISHARES TRmsci uk etf new | $31,000 | – | 1,300 | +100.0% | 0.02% | – |
IVE | New | ISHARES TRs&p 500 val etf | $31,000 | – | 324 | +100.0% | 0.02% | – |
EMN | New | EASTMAN CHEM CO | $30,000 | – | 650 | +100.0% | 0.02% | – |
NEE | New | NEXTERA ENERGY INC | $30,000 | – | 125 | +100.0% | 0.02% | – |
FHLC | New | FIDELITY COVINGTON TRmsci hlth care i | $30,000 | – | 700 | +100.0% | 0.02% | – |
TIF | New | TIFFANY & CO NEW | $31,000 | – | 236 | +100.0% | 0.02% | – |
FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $30,000 | – | 230 | +100.0% | 0.02% | – |
GOOD | New | GLADSTONE COMMERCIAL CORP | $30,000 | – | 2,076 | +100.0% | 0.02% | – |
TROW | New | PRICE T ROWE GROUP INC | $28,000 | – | 289 | +100.0% | 0.01% | – |
FXG | New | FIRST TR EXCHANGE TRADED FDconsumr staple | $28,000 | – | 700 | +100.0% | 0.01% | – |
AVGO | New | BROADCOM INC | $29,000 | – | 123 | +100.0% | 0.01% | – |
ARCC | New | ARES CAPITAL CORP | $28,000 | – | 2,576 | +100.0% | 0.01% | – |
ADI | New | ANALOG DEVICES INC | $29,000 | – | 329 | +100.0% | 0.01% | – |
ACN | New | ACCENTURE PLC IRELAND | $29,000 | – | 176 | +100.0% | 0.01% | – |
WFC | New | WELLS FARGO CO NEW | $27,000 | – | 938 | +100.0% | 0.01% | – |
OZK | New | BANK OZK | $26,000 | – | 1,570 | +100.0% | 0.01% | – |
MUA | New | BLACKROCK MUNIASSETS FD INC | $27,000 | – | 2,000 | +100.0% | 0.01% | – |
GL | New | GLOBE LIFE INC | $27,000 | – | 375 | +100.0% | 0.01% | – |
FE | New | FIRSTENERGY CORP | $26,000 | – | 656 | +100.0% | 0.01% | – |
IJK | New | ISHARES TRs&p mc 400gr etf | $27,000 | – | 154 | +100.0% | 0.01% | – |
MS | New | MORGAN STANLEY | $26,000 | – | 757 | +100.0% | 0.01% | – |
RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $24,000 | – | 700 | +100.0% | 0.01% | – |
PEAK | New | HEALTHPEAK PROPERTIES INC | $24,000 | – | 1,000 | +100.0% | 0.01% | – |
AMAT | New | APPLIED MATLS INC | $24,000 | – | 519 | +100.0% | 0.01% | – |
OLN | New | OLIN CORP | $24,000 | – | 2,055 | +100.0% | 0.01% | – |
IDXX | New | IDEXX LABS INC | $24,000 | – | 100 | +100.0% | 0.01% | – |
TU | New | TELUS CORPORATION | $25,000 | – | 1,600 | +100.0% | 0.01% | – |
GM | New | GENERAL MTRS CO | $25,000 | – | 1,186 | +100.0% | 0.01% | – |
ITOT | New | ISHARES TRcore s&p ttl stk | $23,000 | – | 396 | +100.0% | 0.01% | – |
JMOM | New | J P MORGAN EXCHANGE-TRADED Fus momentum | $22,000 | – | 876 | +100.0% | 0.01% | – |
TWTR | New | TWITTER INC | $23,000 | – | 939 | +100.0% | 0.01% | – |
NBIX | New | NEUROCRINE BIOSCIENCES INC | $23,000 | – | 260 | +100.0% | 0.01% | – |
IDNA | New | ISHARES TRgenomics immun | $23,000 | – | 870 | +100.0% | 0.01% | – |
GS | New | GOLDMAN SACHS GROUP INC | $22,000 | – | 140 | +100.0% | 0.01% | – |
CB | New | CHUBB LIMITED | $23,000 | – | 206 | +100.0% | 0.01% | – |
WTRG | New | ESSENTIAL UTILS INC | $23,000 | – | 561 | +100.0% | 0.01% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC | $20,000 | – | 430 | +100.0% | 0.01% | – |
C | New | CITIGROUP INC | $21,000 | – | 508 | +100.0% | 0.01% | – |
IEMG | New | ISHARES INCcore msci emkt | $20,000 | – | 500 | +100.0% | 0.01% | – |
WY | New | WEYERHAEUSER CO | $21,000 | – | 1,250 | +100.0% | 0.01% | – |
EFAV | New | ISHARES TRmin vol eafe etf | $20,000 | – | 330 | +100.0% | 0.01% | – |
IHE | New | ISHARES TRu.s. pharma etf | $20,000 | – | 150 | +100.0% | 0.01% | – |
VGR | New | VECTOR GROUP LTD | $21,000 | – | 2,250 | +100.0% | 0.01% | – |
MAIN | New | MAIN STR CAP CORP | $21,000 | – | 1,000 | +100.0% | 0.01% | – |
IGRO | New | ISHARES TRintl div grwth | $21,000 | – | 455 | +100.0% | 0.01% | – |
KDP | New | KEURIG DR PEPPER INC | $21,000 | – | 872 | +100.0% | 0.01% | – |
HRC | New | HILL ROM HLDGS INC | $20,000 | – | 200 | +100.0% | 0.01% | – |
UVV | New | UNIVERSAL CORP VA | $18,000 | – | 409 | +100.0% | 0.01% | – |
GLW | New | CORNING INC | $18,000 | – | 875 | +100.0% | 0.01% | – |
ETY | New | EATON VANCE TX MGD DIV EQ IN | $19,000 | – | 2,000 | +100.0% | 0.01% | – |
ENB | New | ENBRIDGE INC | $18,000 | – | 634 | +100.0% | 0.01% | – |
DVY | New | ISHARES TRselect divid etf | $18,000 | – | 246 | +100.0% | 0.01% | – |
UAA | New | UNDER ARMOUR INCcl a | $18,000 | – | 2,000 | +100.0% | 0.01% | – |
VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $18,000 | – | 207 | +100.0% | 0.01% | – |
WM | New | WASTE MGMT INC DEL | $18,000 | – | 191 | +100.0% | 0.01% | – |
EWS | New | ISHARES INCmsci singpor etf | $17,000 | – | 975 | +100.0% | 0.01% | – |
FIVG | New | ETF SER SOLUTIONSdefiance next | $16,000 | – | 740 | +100.0% | 0.01% | – |
MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $17,000 | – | 382 | +100.0% | 0.01% | – |
BIV | New | VANGUARD BD INDEX FDSintermed term | $16,000 | – | 178 | +100.0% | 0.01% | – |
VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $17,000 | – | 505 | +100.0% | 0.01% | – |
DLR | New | DIGITAL RLTY TR INC | $17,000 | – | 122 | +100.0% | 0.01% | – |
IEF | New | ISHARES TRbarclays 7 10 yr | $17,000 | – | 141 | +100.0% | 0.01% | – |
WPS | New | ISHARES TRintl devppty etf | $16,000 | – | 571 | +100.0% | 0.01% | – |
MET | New | METLIFE INC | $16,000 | – | 528 | +100.0% | 0.01% | – |
MMM | New | 3M CO | $16,000 | – | 116 | +100.0% | 0.01% | – |
GD | New | GENERAL DYNAMICS CORP | $16,000 | – | 118 | +100.0% | 0.01% | – |
IGSB | New | ISHARES TRsh tr crport etf | $15,000 | – | 283 | +100.0% | 0.01% | – |
LXP | New | LEXINGTON REALTY TRUST | $14,000 | – | 1,400 | +100.0% | 0.01% | – |
TD | New | TORONTO DOMINION BK ONT | $15,000 | – | 350 | +100.0% | 0.01% | – |
FIS | New | FIDELITY NATL INFORMATION SV | $15,000 | – | 125 | +100.0% | 0.01% | – |
FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $15,000 | – | 292 | +100.0% | 0.01% | – |
BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $14,000 | – | 317 | +100.0% | 0.01% | – |
CIM | New | CHIMERA INVT CORP | $15,000 | – | 1,600 | +100.0% | 0.01% | – |
STIP | New | ISHARES TR0-5 yr tips etf | $15,000 | – | 149 | +100.0% | 0.01% | – |
IGIB | New | ISHARES TRintrm tr crp etf | $15,000 | – | 271 | +100.0% | 0.01% | – |
DSI | New | ISHARES TRmsci kld400 soc | $15,000 | – | 156 | +100.0% | 0.01% | – |
IP | New | INTL PAPER CO | $14,000 | – | 455 | +100.0% | 0.01% | – |
CMI | New | CUMMINS INC | $14,000 | – | 100 | +100.0% | 0.01% | – |
XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $15,000 | – | 705 | +100.0% | 0.01% | – |
XLK | New | SELECT SECTOR SPDR TRtechnology | $15,000 | – | 185 | +100.0% | 0.01% | – |
SNA | New | SNAP ON INC | $14,000 | – | 125 | +100.0% | 0.01% | – |
AL | New | AIR LEASE CORPcl a | $12,000 | – | 540 | +100.0% | 0.01% | – |
FVD | New | FIRST TR VALUE LINE DIVID IN | $12,000 | – | 431 | +100.0% | 0.01% | – |
DBX | New | DROPBOX INCcl a | $13,000 | – | 700 | +100.0% | 0.01% | – |
PFG | New | PRINCIPAL FINL GROUP INC | $13,000 | – | 400 | +100.0% | 0.01% | – |
YUMC | New | YUM CHINA HLDGS INC | $13,000 | – | 301 | +100.0% | 0.01% | – |
ED | New | CONSOLIDATED EDISON INC | $12,000 | – | 150 | +100.0% | 0.01% | – |
EVRG | New | EVERGY INC | $13,000 | – | 239 | +100.0% | 0.01% | – |
SDOG | New | ALPS ETF TRsectr div dogs | $12,000 | – | 372 | +100.0% | 0.01% | – |
VFC | New | V F CORP | $13,000 | – | 241 | +100.0% | 0.01% | – |
NOBL | New | PROSHARES TRs&p 500 dv arist | $12,000 | – | 200 | +100.0% | 0.01% | – |
IBB | New | ISHARES TRnasdaq biotech | $11,000 | – | 105 | +100.0% | 0.01% | – |
MPW | New | MEDICAL PPTYS TRUST INC | $10,000 | – | 600 | +100.0% | 0.01% | – |
CGC | New | CANOPY GROWTH CORP | $10,000 | – | 685 | +100.0% | 0.01% | – |
DRI | New | DARDEN RESTAURANTS INC | $10,000 | – | 188 | +100.0% | 0.01% | – |
USIG | New | ISHARES TRusd inv grde etf | $11,000 | – | 204 | +100.0% | 0.01% | – |
TTM | New | TATA MTRS LTDsponsored adr | $10,000 | – | 2,065 | +100.0% | 0.01% | – |
BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $10,000 | – | 230 | +100.0% | 0.01% | – |
JHMM | New | JOHN HANCOCK ETF TRUSTmultifactor mi | $10,000 | – | 359 | +100.0% | 0.01% | – |
UL | New | UNILEVER PLCspon adr new | $10,000 | – | 200 | +100.0% | 0.01% | – |
TRI | New | THOMSON REUTERS CORP | $10,000 | – | 141 | +100.0% | 0.01% | – |
KHC | New | KRAFT HEINZ CO | $8,000 | – | 340 | +100.0% | 0.00% | – |
GWX | New | SPDR INDEX SHS FDSs&p intl smlcp | $9,000 | – | 398 | +100.0% | 0.00% | – |
SLB | New | SCHLUMBERGER LTD | $8,000 | – | 600 | +100.0% | 0.00% | – |
TRGP | New | TARGA RES CORP | $9,000 | – | 1,300 | +100.0% | 0.00% | – |
IYR | New | ISHARES TRu.s. real es etf | $8,000 | – | 112 | +100.0% | 0.00% | – |
IWR | New | ISHARES TRrus mid cap etf | $9,000 | – | 200 | +100.0% | 0.00% | – |
TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $9,000 | – | 188 | +100.0% | 0.00% | – |
IXC | New | ISHARES TRglobal energ etf | $9,000 | – | 546 | +100.0% | 0.00% | – |
PRFZ | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $9,000 | – | 106 | +100.0% | 0.00% | – |
AFL | New | AFLAC INC | $8,000 | – | 224 | +100.0% | 0.00% | – |
MSI | New | MOTOROLA SOLUTIONS INC | $8,000 | – | 60 | +100.0% | 0.00% | – |
VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $8,000 | – | 252 | +100.0% | 0.00% | – |
VBR | New | VANGUARD INDEX FDSsm cp val etf | $8,000 | – | 93 | +100.0% | 0.00% | – |
KMX | New | CARMAX INC | $8,000 | – | 145 | +100.0% | 0.00% | – |
CNP | New | CENTERPOINT ENERGY INC | $8,000 | – | 500 | +100.0% | 0.00% | – |
GDX | New | VANECK VECTORS ETF TRgold miners etf | $7,000 | – | 324 | +100.0% | 0.00% | – |
TSLA | New | TESLA INC | $6,000 | – | 11 | +100.0% | 0.00% | – |
OXY | New | OCCIDENTAL PETE CORP | $6,000 | – | 476 | +100.0% | 0.00% | – |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $7,000 | – | 125 | +100.0% | 0.00% | – |
QUAL | New | ISHARES TRusa quality fctr | $6,000 | – | 76 | +100.0% | 0.00% | – |
NTR | New | NUTRIEN LTD | $7,000 | – | 200 | +100.0% | 0.00% | – |
BHP | New | BHP GROUP LTDsponsored ads | $7,000 | – | 204 | +100.0% | 0.00% | – |
SUM | New | SUMMIT MATLS INCcl a | $7,000 | – | 469 | +100.0% | 0.00% | – |
DHC | New | DIVERSIFIED HEALTHCARE TR | $6,000 | – | 1,600 | +100.0% | 0.00% | – |
FUTY | New | FIDELITY COVINGTON TRmsci utils index | $6,000 | – | 173 | +100.0% | 0.00% | – |
VALE | New | VALE S Asponsored ads | $6,000 | – | 700 | +100.0% | 0.00% | – |
PNC | New | PNC FINL SVCS GROUP INC | $5,000 | – | 50 | +100.0% | 0.00% | – |
PLD | New | PROLOGIS INC. | $5,000 | – | 63 | +100.0% | 0.00% | – |
LW | New | LAMB WESTON HLDGS INC | $5,000 | – | 83 | +100.0% | 0.00% | – |
KRA | New | KRATON CORPORATION | $5,000 | – | 600 | +100.0% | 0.00% | – |
MBB | New | ISHARES TRmbs etf | $4,000 | – | 36 | +100.0% | 0.00% | – |
PBE | New | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $5,000 | – | 100 | +100.0% | 0.00% | – |
PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $5,000 | – | 100 | +100.0% | 0.00% | – |
INGR | New | INGREDION INC | $5,000 | – | 70 | +100.0% | 0.00% | – |
SCI | New | SERVICE CORP INTL | $4,000 | – | 100 | +100.0% | 0.00% | – |
HOG | New | HARLEY DAVIDSON INC | $4,000 | – | 200 | +100.0% | 0.00% | – |
SPG | New | SIMON PPTY GROUP INC NEW | $5,000 | – | 100 | +100.0% | 0.00% | – |
SNSR | New | GLOBAL X FDSinternet of thng | $4,000 | – | 210 | +100.0% | 0.00% | – |
GIS | New | GENERAL MLS INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
FBHS | New | FORTUNE BRANDS HOME & SEC IN | $4,000 | – | 103 | +100.0% | 0.00% | – |
FAST | New | FASTENAL CO | $4,000 | – | 130 | +100.0% | 0.00% | – |
MJ | New | ETF MANAGERS TRetfmg altr hrvst | $4,000 | – | 320 | +100.0% | 0.00% | – |
EPR | New | EPR PPTYS | $4,000 | – | 163 | +100.0% | 0.00% | – |
DD | New | DUPONT DE NEMOURS INC | $4,000 | – | 128 | +100.0% | 0.00% | – |
DELL | New | DELL TECHNOLOGIES INCcl c | $5,000 | – | 115 | +100.0% | 0.00% | – |
ABB | New | ABB LTDsponsored adr | $5,000 | – | 303 | +100.0% | 0.00% | – |
DJP | New | BARCLAYS BANK PLCdjubs cmdt etn36 | $4,000 | – | 270 | +100.0% | 0.00% | – |
BCE | New | BCE INC | $5,000 | – | 112 | +100.0% | 0.00% | – |
ANTM | New | ANTHEM INC | $5,000 | – | 20 | +100.0% | 0.00% | – |
ZBH | New | ZIMMER BIOMET HOLDINGS INC | $4,000 | – | 44 | +100.0% | 0.00% | – |
CCEP | New | COCA COLA EUROPEAN PARTNERS | $5,000 | – | 124 | +100.0% | 0.00% | – |
TEL | New | TE CONNECTIVITY LTD | $4,000 | – | 70 | +100.0% | 0.00% | – |
SPOT | New | SPOTIFY TECHNOLOGY S A | $5,000 | – | 45 | +100.0% | 0.00% | – |
RVT | New | ROYCE VALUE TR INC | $3,000 | – | 360 | +100.0% | 0.00% | – |
XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $2,000 | – | 40 | +100.0% | 0.00% | – |
HLT | New | HILTON WORLDWIDE HLDGS INC | $2,000 | – | 26 | +100.0% | 0.00% | – |
ALC | New | ALCON INC | $2,000 | – | 34 | +100.0% | 0.00% | – |
HMC | New | HONDA MOTOR LTD | $3,000 | – | 119 | +100.0% | 0.00% | – |
DOC | New | PHYSICIANS RLTY TR | $2,000 | – | 115 | +100.0% | 0.00% | – |
HUM | New | HUMANA INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
IRBT | New | IROBOT CORP | $2,000 | – | 37 | +100.0% | 0.00% | – |
IWM | New | ISHARES TRrussell 2000 etf | $3,000 | – | 30 | +100.0% | 0.00% | – |
CTVA | New | CORTEVA INC | $3,000 | – | 139 | +100.0% | 0.00% | – |
RCL | New | ROYAL CARIBBEAN CRUISES LTD | $3,000 | – | 100 | +100.0% | 0.00% | – |
CVGI | New | COMMERCIAL VEH GROUP INC | $3,000 | – | 2,110 | +100.0% | 0.00% | – |
RY | New | ROYAL BK CDA | $2,000 | – | 35 | +100.0% | 0.00% | – |
KEY | New | KEYCORP | $2,000 | – | 189 | +100.0% | 0.00% | – |
CCL | New | CARNIVAL CORPunit 99/99/9999 | $3,000 | – | 200 | +100.0% | 0.00% | – |
COF | New | CAPITAL ONE FINL CORP | $3,000 | – | 50 | +100.0% | 0.00% | – |
QTS | New | QTS RLTY TR INC | $2,000 | – | 40 | +100.0% | 0.00% | – |
PUK | New | PRUDENTIAL PLCadr | $2,000 | – | 87 | +100.0% | 0.00% | – |
BMYRT | New | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $2,000 | – | 590 | +100.0% | 0.00% | – |
LOW | New | LOWES COS INC | $3,000 | – | 40 | +100.0% | 0.00% | – |
BCS | New | BARCLAYS PLCadr | $3,000 | – | 700 | +100.0% | 0.00% | – |
WPP | New | WPP PLC NEWadr | $2,000 | – | 45 | +100.0% | 0.00% | – |
WAB | New | WABTEC | $3,000 | – | 66 | +100.0% | 0.00% | – |
PCG | New | PG&E CORP | $3,000 | – | 363 | +100.0% | 0.00% | – |
PPL | New | PPL CORP | $2,000 | – | 100 | +100.0% | 0.00% | – |
NLY | New | ANNALY CAPITAL MANAGEMENT IN | $2,000 | – | 400 | +100.0% | 0.00% | – |
MFA | New | MFA FINL INC | $3,000 | – | 2,200 | +100.0% | 0.00% | – |
MPLX | New | MPLX LP | $3,000 | – | 218 | +100.0% | 0.00% | – |
TJX | New | TJX COS INC NEW | $2,000 | – | 45 | +100.0% | 0.00% | – |
SYY | New | SYSCO CORP | $3,000 | – | 67 | +100.0% | 0.00% | – |
ARKG | New | ARK ETF TRgenomic rev etf | $2,000 | – | 50 | +100.0% | 0.00% | – |
DON | New | WISDOMTREE TRus midcap divid | $1,000 | – | 45 | +100.0% | 0.00% | – |
NOK | New | NOKIA CORPsponsored adr | $1,000 | – | 300 | +100.0% | 0.00% | – |
KSS | New | KOHLS CORP | $1,000 | – | 65 | +100.0% | 0.00% | – |
KTB | New | KONTOOR BRANDS INC | $1,000 | – | 34 | +100.0% | 0.00% | – |
SITC | New | SITE CENTERS CORP | $0 | – | 59 | +100.0% | 0.00% | – |
OXY | New | OCCIDENTAL PETE CORPcall | $0 | – | 0 | +100.0% | 0.00% | – |
FVE | New | FIVE STAR SENIOR LIVING INC | $0 | – | 107 | +100.0% | 0.00% | – |
BHF | New | BRIGHTHOUSE FINL INC | $1,000 | – | 47 | +100.0% | 0.00% | – |
FITB | New | FIFTH THIRD BANCORP | $0 | – | 1 | +100.0% | 0.00% | – |
HEXO | New | HEXO CORP | $0 | – | 435 | +100.0% | 0.00% | – |
SDRLF | New | SEADRILL LTD | $0 | – | 1 | +100.0% | 0.00% | – |
XLE | New | SELECT SECTOR SPDR TRenergy | $0 | – | 10 | +100.0% | 0.00% | – |
DISCA | New | DISCOVERY INC | $1,000 | – | 27 | +100.0% | 0.00% | – |
MVO | New | MV OIL TRtr units | $1,000 | – | 550 | +100.0% | 0.00% | – |
DEAC | New | DIAMOND EAGLE ACQUISITION CO | $1,000 | – | 100 | +100.0% | 0.00% | – |
DVAX | New | DYNAVAX TECHNOLOGIES CORP | $1,000 | – | 300 | +100.0% | 0.00% | – |
GTX | New | GARRETT MOTION INC | $0 | – | 10 | +100.0% | 0.00% | – |
ASIX | New | ADVANSIX INC | $0 | – | 4 | +100.0% | 0.00% | – |
APA | New | APACHE CORP | $1,000 | – | 200 | +100.0% | 0.00% | – |
KMI | New | KINDER MORGAN INC DEL | $1,000 | – | 102 | +100.0% | 0.00% | – |
ANH | New | ANWORTH MORTGAGE ASSET CP | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
CRON | New | CRONOS GROUP INC | $1,000 | – | 95 | +100.0% | 0.00% | – |
SGMO | New | SANGAMO THERAPEUTICS INC | $0 | – | 50 | +100.0% | 0.00% | – |
LUV | New | SOUTHWEST AIRLS CO | $0 | – | 10 | +100.0% | 0.00% | – |
ET | New | ENERGY TRANSFER LP | $1,000 | – | 150 | +100.0% | 0.00% | – |
OIH | New | VANECK VECTORS ETF TRoil svcs etf | $0 | – | 100 | +100.0% | 0.00% | – |
RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | 9 | +100.0% | 0.00% | – |
PLUG | New | PLUG POWER INC | $0 | – | 1 | +100.0% | 0.00% | – |
LNT | New | ALLIANT ENERGY CORP | $1,000 | – | 20 | +100.0% | 0.00% | – |
DTN | New | WISDOMTREE TRus divid ex fncl | $1,000 | – | 15 | +100.0% | 0.00% | – |
CC | New | CHEMOURS CO | $1,000 | – | 60 | +100.0% | 0.00% | – |
RAD | New | RITE AID CORP | $0 | – | 23 | +100.0% | 0.00% | – |
CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $1,000 | – | 3 | +100.0% | 0.00% | – |
RVI | New | RETAIL VALUE INC | $0 | – | 5 | +100.0% | 0.00% | – |
REZI | New | RESIDEO TECHNOLOGIES INC | $0 | – | 18 | +100.0% | 0.00% | – |
CLDX | New | CELLDEX THERAPEUTICS INC NEW | $0 | – | 20 | +100.0% | 0.00% | – |
CUK | New | CARNIVAL PLCadr | $1,000 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-12
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.