$291 Million is the total value of HHM Wealth Advisors, LLC's 559 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 103.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CCXX | Exit | CHURCHILL CAP CORP III | $0 | – | -10 | -100.0% | 0.00% | – |
| LNT | Exit | ALLIANT ENERGY CORP | $0 | – | -20 | -100.0% | 0.00% | – |
| CCXXWS | Exit | CHURCHILL CAP CORP III*w exp 03/01/202 | $0 | – | -260 | -100.0% | 0.00% | – |
| SPAQWS | Exit | SPARTAN ENERGY ACQUISITION C*w exp 08/27/202 | $0 | – | -125 | -100.0% | 0.00% | – |
| HEXO | Exit | HEXO CORP | $0 | – | -1,272 | -100.0% | 0.00% | – |
| CHX | Exit | CHAMPIONX CORPORATION | $0 | – | -78 | -100.0% | 0.00% | – |
| SMFG | Exit | SUMITOMO MITSUI FINL GROUP Isponsored adr | $0 | – | -593 | -100.0% | -0.00% | – |
| FMCI | Exit | FORUM MERGER II CORPcl a | $0 | – | -100 | -100.0% | -0.00% | – |
| PUK | Exit | PRUDENTIAL PLCadr | $0 | – | -87 | -100.0% | -0.00% | – |
| SPAQ | Exit | SPARTAN ENERGY ACQUISITION C | $0 | – | -140 | -100.0% | -0.00% | – |
| TSU | Exit | TIM PARTICIPACOES S Asponsored adr | $0 | – | -285 | -100.0% | -0.00% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -100 | -100.0% | -0.00% | – |
| NIO | Exit | NIO INCspon ads | $0 | – | -200 | -100.0% | -0.00% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -100 | -100.0% | -0.00% | – |
| DJP | Exit | BARCLAYS BANK PLCdjubs cmdt etn36 | $0 | – | -270 | -100.0% | -0.00% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -64 | -100.0% | -0.00% | – |
| SCI | Exit | SERVICE CORP INTL | $0 | – | -100 | -100.0% | -0.00% | – |
| NLOK | Exit | NORTONLIFELOCK INC | $0 | – | -350 | -100.0% | -0.00% | – |
| CBLAQ | Exit | CBL & ASSOC PPTYS INC | $0 | – | -62,298 | -100.0% | -0.00% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -90 | -100.0% | -0.00% | – |
| QQEW | Exit | FIRST TR NAS100 EQ WEIGHTED | $0 | – | -129 | -100.0% | -0.00% | – |
| EVRG | Exit | EVERGY INC | $0 | – | -239 | -100.0% | -0.01% | – |
| WPS | Exit | ISHARES TRintl devppty etf | $0 | – | -581 | -100.0% | -0.01% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -661 | -100.0% | -0.01% | – |
| RSG | Exit | REPUBLIC SVCS INC | $0 | – | -200 | -100.0% | -0.01% | – |
| BSJK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -800 | -100.0% | -0.01% | – |
| DPHC | Exit | DIAMONDPEAK HLDGS COR | $0 | – | -915 | -100.0% | -0.01% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -120 | -100.0% | -0.01% | – |
| UN | Exit | UNILEVER N V | $0 | – | -982 | -100.0% | -0.02% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -3,000 | -100.0% | -0.04% | – |
| BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -10,050 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-28
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 | 2024-02-05 |
| 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 |
| 13F-HR | 2021-11-02 |
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.