$437 Million is the total value of HHM Wealth Advisors, LLC's 693 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 38.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $5,563,684 | -8.2% | 42,821 | -2.4% | 1.27% | -20.2% |
| USMV | Sell | ISHARES TRmsci usa min vol | $5,317,091 | +7.2% | 73,746 | -1.7% | 1.22% | -6.7% |
| JPUS | Sell | J P MORGAN EXCHANGE TRADED Fjpmorgan diver | $3,242,424 | +7.3% | 34,210 | -3.2% | 0.74% | -6.8% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $2,080,869 | -14.7% | 50,877 | -19.3% | 0.48% | -25.7% |
| HD | Sell | HOME DEPOT INC | $1,596,356 | +12.6% | 5,054 | -1.6% | 0.36% | -2.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,105,866 | +15.7% | 7,297 | -3.6% | 0.25% | +0.8% |
| MRK | Sell | MERCK & CO INC | $939,636 | +28.0% | 8,469 | -0.6% | 0.22% | +11.4% |
| CSCO | Sell | CISCO SYS INC | $894,727 | +19.0% | 18,781 | -0.1% | 0.20% | +3.5% |
| JPIN | Sell | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $784,290 | -15.6% | 15,915 | -26.6% | 0.18% | -26.6% |
| CAT | Sell | CATERPILLAR INC | $740,775 | +43.6% | 3,092 | -1.6% | 0.17% | +24.3% |
| ABBV | Sell | ABBVIE INC | $595,856 | +20.1% | 3,687 | -0.3% | 0.14% | +4.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $577,469 | -1.3% | 3,269 | -8.6% | 0.13% | -14.3% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $559,952 | +10.4% | 8,482 | -2.2% | 0.13% | -3.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $545,220 | +9.5% | 2,254 | -0.7% | 0.12% | -4.6% |
| XOM | Sell | EXXON MOBIL CORP | $518,383 | +7.5% | 4,700 | -14.9% | 0.12% | -6.3% |
| BAC | Sell | BANK AMERICA CORP | $514,585 | +4.8% | 15,537 | -4.4% | 0.12% | -8.5% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $469,602 | -4.9% | 10,287 | -5.6% | 0.11% | -17.7% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $439,978 | -17.1% | 7,521 | -18.1% | 0.10% | -27.9% |
| DE | Sell | DEERE & CO | $420,485 | +23.7% | 981 | -3.7% | 0.10% | +7.9% |
| ILCG | Sell | ISHARES TRmorningstar grwt | $371,185 | -8.8% | 7,625 | -9.5% | 0.08% | -20.6% |
| KO | Sell | COCA COLA CO | $340,568 | +13.5% | 5,354 | -0.0% | 0.08% | -1.3% |
| MO | Sell | ALTRIA GROUP INC | $329,021 | +9.3% | 7,198 | -3.4% | 0.08% | -5.1% |
| Sell | GENERAL ELECTRIC CO | $323,346 | +23.4% | 3,859 | -8.8% | 0.07% | +7.2% | |
| PFE | Sell | PFIZER INC | $313,947 | +14.6% | 6,127 | -2.0% | 0.07% | 0.0% |
| FNDC | Sell | SCHWAB STRATEGIC TRschwb fdt int sc | $285,841 | +7.1% | 9,144 | -6.7% | 0.06% | -7.1% |
| TSCO | Sell | TRACTOR SUPPLY CO | $278,901 | +11.6% | 1,240 | -7.8% | 0.06% | -3.0% |
| UBER | Sell | UBER TECHNOLOGIES INC | $277,916 | -33.4% | 11,238 | -28.6% | 0.06% | -41.8% |
| TTD | Sell | THE TRADE DESK INC | $273,463 | -33.5% | 6,100 | -11.3% | 0.06% | -41.7% |
| V | Sell | VISA INC | $268,218 | +15.6% | 1,291 | -1.0% | 0.06% | 0.0% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $239,238 | +11.3% | 688 | -9.2% | 0.06% | -3.5% |
| TFC | Sell | TRUIST FINL CORP | $237,827 | -8.2% | 5,527 | -7.0% | 0.05% | -20.6% |
| NVDA | Sell | NVIDIA CORPORATION | $217,457 | +0.2% | 1,488 | -16.8% | 0.05% | -12.3% |
| WMT | Sell | WALMART INC | $205,344 | +8.6% | 1,448 | -0.4% | 0.05% | -6.0% |
| ALL | Sell | ALLSTATE CORP | $198,790 | +5.2% | 1,466 | -3.6% | 0.04% | -10.0% |
| NFLX | Sell | NETFLIX INC | $192,262 | +18.7% | 652 | -5.4% | 0.04% | +2.3% |
| AXP | Sell | AMERICAN EXPRESS CO | $194,439 | +5.1% | 1,316 | -4.0% | 0.04% | -10.2% |
| BA | Sell | BOEING CO | $186,299 | +52.7% | 978 | -2.8% | 0.04% | +34.4% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $171,344 | -36.3% | 8,167 | -36.8% | 0.04% | -45.1% |
| DIS | Sell | DISNEY WALT CO | $158,035 | -28.5% | 1,819 | -22.2% | 0.04% | -37.9% |
| PSX | Sell | PHILLIPS 66 | $153,934 | +6.9% | 1,479 | -16.9% | 0.04% | -7.9% |
| INTC | Sell | INTEL CORP | $154,140 | -6.6% | 5,832 | -8.7% | 0.04% | -18.6% |
| RYE | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $147,779 | +17.3% | 2,033 | -1.5% | 0.03% | +3.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $150,004 | -3.2% | 1,585 | -11.0% | 0.03% | -17.1% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $148,105 | -1.9% | 3,759 | -5.2% | 0.03% | -15.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $129,140 | +7.6% | 1,466 | -2.5% | 0.03% | -6.2% |
| NEE | Sell | NEXTERA ENERGY INC | $128,237 | -2.9% | 1,534 | -8.7% | 0.03% | -17.1% |
| CVX | Sell | CHEVRON CORP NEW | $122,592 | -23.4% | 683 | -38.6% | 0.03% | -33.3% |
| Sell | PHILLIPS EDISON & CO INC | $116,375 | -8.4% | 3,655 | -19.4% | 0.03% | -18.2% | |
| NVS | Sell | NOVARTIS AGsponsored adr | $119,750 | +16.3% | 1,320 | -2.7% | 0.03% | 0.0% |
| NVO | Sell | NOVO-NORDISK A Sadr | $112,738 | -21.7% | 833 | -42.6% | 0.03% | -31.6% |
| ILCB | Sell | ISHARES TRmorningstr us eq | $105,280 | -26.4% | 2,000 | -30.9% | 0.02% | -36.8% |
| IYW | Sell | ISHARES TRu.s. tech etf | $103,914 | -3.8% | 1,395 | -5.6% | 0.02% | -14.3% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $99,386 | -35.0% | 1,298 | -37.0% | 0.02% | -42.5% |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $90,134 | -34.2% | 4,400 | -34.5% | 0.02% | -41.7% |
| ICSH | Sell | ISHARES TRblackrock ultra | $90,572 | -16.9% | 1,810 | -16.7% | 0.02% | -27.6% |
| OKTA | Sell | OKTA INCcl a | $85,412 | +9.5% | 1,250 | -8.9% | 0.02% | -4.8% |
| TJX | Sell | TJX COS INC NEW | $77,530 | +25.0% | 974 | -2.7% | 0.02% | +12.5% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $79,005 | -28.2% | 1,576 | -27.9% | 0.02% | -37.9% |
| HUBS | Sell | HUBSPOT INC | $76,041 | -13.6% | 263 | -19.1% | 0.02% | -26.1% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $73,404 | +16.5% | 521 | -1.9% | 0.02% | 0.0% |
| JETS | Sell | ETF SER SOLUTIONSus glb jets | $61,146 | -46.4% | 3,580 | -52.8% | 0.01% | -53.3% |
| CVLG | Sell | COVENANT LOGISTICS GROUP INCcl a | $55,831 | -10.0% | 1,615 | -25.7% | 0.01% | -18.8% |
| SPGI | Sell | S&P GLOBAL INC | $58,949 | -6.4% | 176 | -15.0% | 0.01% | -23.5% |
| Sell | BATH & BODY WORKS INC | $50,357 | +25.9% | 1,195 | -2.5% | 0.01% | +9.1% | |
| BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $47,456 | +10.4% | 1,187 | -2.2% | 0.01% | 0.0% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $45,640 | -10.5% | 262 | -15.5% | 0.01% | -23.1% |
| MUB | Sell | ISHARES TRnational mun etf | $37,987 | -37.7% | 360 | -39.0% | 0.01% | -43.8% |
| BP | Sell | BP PLCsponsored adr | $40,379 | +9.1% | 1,156 | -12.0% | 0.01% | -10.0% |
| SHOP | Sell | SHOPIFY INCcl a | $40,264 | -30.6% | 1,160 | -45.8% | 0.01% | -40.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $37,332 | -81.3% | 300 | -82.1% | 0.01% | -83.0% |
| SQ | Sell | BLOCK INCcl a | $41,286 | -32.3% | 657 | -40.7% | 0.01% | -43.8% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $34,143 | -10.2% | 62 | -17.3% | 0.01% | -20.0% |
| AMAT | Sell | APPLIED MATLS INC | $34,959 | +16.5% | 359 | -3.0% | 0.01% | 0.0% |
| Sell | SHELL PLCspon ads | $34,853 | -5.8% | 612 | -18.6% | 0.01% | -20.0% | |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $33,493 | +19.6% | 494 | -4.4% | 0.01% | +14.3% |
| ASML | Sell | ASML HOLDING N V | $36,609 | +4.6% | 67 | -20.2% | 0.01% | -11.1% |
| BHP | Sell | BHP GROUP LTDsponsored ads | $29,412 | +22.6% | 474 | -2.5% | 0.01% | +16.7% |
| Sell | VICTORIAS SECRET AND CO | $31,701 | +21.9% | 886 | -1.1% | 0.01% | 0.0% | |
| TWLO | Sell | TWILIO INCcl a | $29,376 | -38.8% | 600 | -13.5% | 0.01% | -46.2% |
| IGSB | Sell | ISHARES TR | $29,039 | -25.5% | 583 | -26.7% | 0.01% | -30.0% |
| SBUX | Sell | STARBUCKS CORP | $29,189 | -71.1% | 294 | -75.5% | 0.01% | -74.1% |
| IDV | Sell | ISHARES TRintl sel div etf | $28,056 | -60.5% | 1,033 | -67.3% | 0.01% | -68.4% |
| IEFA | Sell | ISHARES TRcore msci eafe | $25,766 | -55.6% | 418 | -62.3% | 0.01% | -60.0% |
| COP | Sell | CONOCOPHILLIPS | $24,780 | -38.0% | 210 | -46.8% | 0.01% | -45.5% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $24,907 | -51.2% | 285 | -60.1% | 0.01% | -53.8% |
| NEM | Sell | NEWMONT CORP | $25,016 | -50.0% | 530 | -55.3% | 0.01% | -53.8% |
| Sell | LUCID GROUP INC | $26,466 | -52.7% | 3,875 | -2.6% | 0.01% | -60.0% | |
| PYPL | Sell | PAYPAL HLDGS INC | $23,431 | -74.5% | 329 | -69.3% | 0.01% | -79.2% |
| MMM | Sell | 3M CO | $22,665 | -12.8% | 189 | -18.2% | 0.01% | -28.6% |
| HSBC | Sell | HSBC HLDGS PLCspon adr new | $20,005 | +11.1% | 642 | -5.3% | 0.01% | 0.0% |
| Sell | GSK PLCsponsored adr | $20,627 | +3.1% | 587 | -14.9% | 0.01% | 0.0% | |
| IEMG | Sell | ISHARES INCcore msci emkt | $19,848 | -49.1% | 425 | -53.0% | 0.01% | -50.0% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $21,734 | +27.8% | 362 | -5.7% | 0.01% | +25.0% |
| LIN | Sell | LINDE PLC | $15,657 | +11.8% | 48 | -7.7% | 0.00% | 0.0% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $16,492 | -28.3% | 434 | -48.0% | 0.00% | -33.3% |
| DG | Sell | DOLLAR GEN CORP NEW | $19,211 | +1.1% | 78 | -2.5% | 0.00% | -20.0% |
| ILMN | Sell | ILLUMINA INC | $17,996 | -18.2% | 89 | -23.9% | 0.00% | -33.3% |
| QABA | Sell | FIRST TR NASDAQ ABA CMNTY BK | $16,040 | -55.4% | 305 | -57.5% | 0.00% | -55.6% |
| SAP | Sell | SAP SEspon adr | $17,749 | +4.4% | 172 | -18.5% | 0.00% | 0.0% |
| PATH | Sell | UIPATH INCcl a | $15,379 | -14.6% | 1,210 | -16.8% | 0.00% | -20.0% |
| CRM | Sell | SALESFORCE INC | $16,706 | -24.1% | 126 | -16.6% | 0.00% | -33.3% |
| DEO | Sell | DIAGEO PLCspon adr new | $18,354 | -3.4% | 103 | -5.5% | 0.00% | -20.0% |
| VICI | Sell | VICI PPTYS INC | $12,701 | -2.3% | 392 | -11.9% | 0.00% | 0.0% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $12,567 | -26.1% | 184 | -33.1% | 0.00% | -25.0% |
| RIO | Sell | RIO TINTO PLCsponsored adr | $12,674 | +5.6% | 178 | -16.8% | 0.00% | 0.0% |
| VTR | Sell | VENTAS INC | $9,506 | +5.6% | 211 | -7.5% | 0.00% | 0.0% |
| LOW | Sell | LOWES COS INC | $10,360 | -55.0% | 52 | -56.7% | 0.00% | -66.7% |
| Sell | WARNER BROS DISCOVERY INC | $9,774 | -51.1% | 1,031 | -41.7% | 0.00% | -60.0% | |
| SAN | Sell | BANCO SANTANDER S.A.adr | $7,676 | -4.0% | 2,602 | -24.1% | 0.00% | 0.0% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $8,472 | -86.1% | 190 | -86.4% | 0.00% | -87.5% |
| RELX | Sell | RELX PLCsponsored adr | $8,538 | -5.1% | 308 | -12.0% | 0.00% | 0.0% |
| VIAC | Sell | PARAMOUNT GLOBAL | $6,752 | -25.0% | 400 | -11.1% | 0.00% | 0.0% |
| HMC | Sell | HONDA MOTOR LTD | $6,629 | -5.3% | 290 | -7.1% | 0.00% | 0.0% |
| TAK | Sell | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $7,114 | +1.6% | 456 | -16.0% | 0.00% | 0.0% |
| Sell | CBL & ASSOC PPTYS INC | $8,101 | -19.0% | 351 | -5.4% | 0.00% | -33.3% | |
| ARR | Sell | ARMOUR RESIDENTIAL REIT INC | $5,236 | +4.7% | 930 | -4.6% | 0.00% | 0.0% |
| ASTE | Sell | ASTEC INDS INC | $4,066 | -54.8% | 100 | -66.7% | 0.00% | -50.0% |
| CRH | Sell | CRH PLCadr | $4,655 | +16.4% | 117 | -7.1% | 0.00% | 0.0% |
| ENB | Sell | ENBRIDGE INC | $4,223 | -53.1% | 108 | -55.4% | 0.00% | -50.0% |
| QQQJ | Sell | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $4,017 | -98.1% | 168 | -98.2% | 0.00% | -98.2% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $2,773 | -30.7% | 19 | -29.6% | 0.00% | 0.0% |
| NUE | Sell | NUCOR CORP | $3,427 | -31.5% | 26 | -48.0% | 0.00% | 0.0% |
| PUK | Sell | PRUDENTIAL PLCadr | $6,238 | +24.8% | 227 | -0.9% | 0.00% | 0.0% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $3,387 | -66.1% | 50 | -62.4% | 0.00% | -66.7% |
| SHW | Sell | SHERWIN WILLIAMS CO | $1,492 | -75.1% | 6 | -80.0% | 0.00% | -100.0% |
| SE | Sell | SEA LTDsponsord ads | $624 | -89.6% | 12 | -89.6% | 0.00% | -100.0% |
| ROKU | Sell | ROKU INC | $2,035 | -93.0% | 50 | -90.4% | 0.00% | -100.0% |
| OGN | Sell | ORGANON & CO | $531 | -46.9% | 19 | -20.8% | 0.00% | – |
| Exit | BLACKROCK CORPOR HI YLD FD Iright 10/13/2022 | $0 | – | -818 | -100.0% | 0.00% | – | |
| Sell | KYNDRYL HLDGS INC | $334 | – | 30 | -6.2% | 0.00% | – | |
| IVLU | Sell | ISHARES TRmsci intl vlu ft | $1,460 | -27.0% | 63 | -39.4% | 0.00% | -100.0% |
| VLUE | Sell | ISHARES TRmsci usa value | $1,641 | -59.0% | 18 | -62.5% | 0.00% | -100.0% |
| VTRS | Sell | VIATRIS INC | $189 | – | 17 | -41.4% | 0.00% | – |
| PRCH | Exit | PORCH GROUP INC | $0 | – | -200 | -100.0% | 0.00% | – |
| ASAN | Sell | ASANA INCcl a | $551 | -98.2% | 40 | -97.0% | 0.00% | -100.0% |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -13 | -100.0% | 0.00% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -6 | -100.0% | 0.00% | – |
| REZI | Exit | RESIDEO TECHNOLOGIES INC | $0 | – | -18 | -100.0% | 0.00% | – |
| YVR | Exit | LIQUID MEDIA GROUP LTD NEW | $0 | – | -1,000 | -100.0% | 0.00% | – |
| PXH | Exit | INVESCO EXCH TRADED FD TR IIftse rafi emng | $0 | – | -51 | -100.0% | 0.00% | – |
| Exit | PRESIDIO PPTY TR INC*w exp 01/24/202 | $0 | – | -1,378 | -100.0% | 0.00% | – | |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -7 | -100.0% | 0.00% | – |
| BAMR | Exit | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $0 | – | -2 | -100.0% | 0.00% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -22 | -100.0% | 0.00% | – |
| SGMO | Exit | SANGAMO THERAPEUTICS INC | $0 | – | -50 | -100.0% | 0.00% | – |
| TMFC | Exit | RBB FD INCmotley fol etf | $0 | – | -7 | -100.0% | 0.00% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -12 | -100.0% | 0.00% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| AOSL | Exit | ALPHA & OMEGA SEMICONDUCTOR | $0 | – | -6 | -100.0% | 0.00% | – |
| MFMS | Exit | RBB FD INCmotley fool sml | $0 | – | -14 | -100.0% | 0.00% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -12 | -100.0% | 0.00% | – |
| ASIX | Exit | ADVANSIX INC | $0 | – | -4 | -100.0% | 0.00% | – |
| FALN | Exit | ISHARES TRfaln angls usd | $0 | – | -17 | -100.0% | 0.00% | – |
| OTIC | Exit | OTONOMY INC | $0 | – | -656 | -100.0% | 0.00% | – |
| CTHR | Exit | CHARLES & COLVARD LTD | $0 | – | -54 | -100.0% | 0.00% | – |
| GTX | Exit | GARRETT MOTION INC | $0 | – | -10 | -100.0% | 0.00% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -21 | -100.0% | 0.00% | – |
| WAB | Sell | WABTEC | $299 | -70.1% | 3 | -57.1% | 0.00% | – |
| Sell | HALEON PLCspon ads | $472 | – | 59 | -22.4% | 0.00% | – | |
| WDAY | Sell | WORKDAY INCcl a | $1,171 | -97.1% | 7 | -97.4% | 0.00% | -100.0% |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -99 | -100.0% | -0.00% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -52 | -100.0% | -0.00% | – |
| SQFT | Exit | PRESIDIO PPTY TR INC | $0 | – | -1,378 | -100.0% | -0.00% | – |
| MFV | Exit | MFS SPL VALUE TRsh ben int | $0 | – | -802 | -100.0% | -0.00% | – |
| UPST | Exit | UPSTART HLDGS INC | $0 | – | -216 | -100.0% | -0.00% | – |
| SDIV | Exit | GLOBAL X FDSglb x superdiv | $0 | – | -700 | -100.0% | -0.00% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -43 | -100.0% | -0.00% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -85 | -100.0% | -0.00% | – |
| BCS | Exit | BARCLAYS PLCadr | $0 | – | -700 | -100.0% | -0.00% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -68 | -100.0% | -0.00% | – |
| RDFN | Exit | REDFIN CORP | $0 | – | -700 | -100.0% | -0.00% | – |
| MDB | Exit | MONGODB INCcl a | $0 | – | -42 | -100.0% | -0.00% | – |
| KOPN | Exit | KOPIN CORP | $0 | – | -6,500 | -100.0% | -0.00% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -50 | -100.0% | -0.00% | – |
| FBHS | Exit | FORTUNE BRANDS HOME & SEC IN | $0 | – | -103 | -100.0% | -0.00% | – |
| CPNG | Exit | COUPANG INCcl a | $0 | – | -340 | -100.0% | -0.00% | – |
| DRE | Exit | DUKE REALTY CORP | $0 | – | -180 | -100.0% | -0.00% | – |
| MKC | Exit | MCCORMICK & CO INC | $0 | – | -156 | -100.0% | -0.00% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -200 | -100.0% | -0.00% | – |
| MTCH | Exit | MATCH GROUP INC NEW | $0 | – | -268 | -100.0% | -0.00% | – |
| GDX | Exit | VANECK ETF TRUSTgold miners etf | $0 | – | -400 | -100.0% | -0.00% | – |
| JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -64 | -100.0% | -0.00% | – |
| TTE | Exit | TOTALENERGIES SEsponsored ads | $0 | – | -369 | -100.0% | -0.00% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -1,000 | -100.0% | -0.00% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -399 | -100.0% | -0.00% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -58 | -100.0% | -0.01% | – |
| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -475 | -100.0% | -0.01% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -1,473 | -100.0% | -0.01% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -25 | -100.0% | -0.01% | – |
| PICK | Exit | ISHARES INCmsci gbl etf new | $0 | – | -644 | -100.0% | -0.01% | – |
| TGT | Exit | TARGET CORP | $0 | – | -209 | -100.0% | -0.01% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -233 | -100.0% | -0.01% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -320 | -100.0% | -0.01% | – |
| GL | Exit | GLOBE LIFE INC | $0 | – | -375 | -100.0% | -0.01% | – |
| NVCR | Exit | NOVOCURE LTD | $0 | – | -500 | -100.0% | -0.01% | – |
| BSMP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -1,965 | -100.0% | -0.01% | – |
| CRY | Exit | ARTIVION INC | $0 | – | -3,500 | -100.0% | -0.01% | – |
| BSMO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -1,970 | -100.0% | -0.01% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -805 | -100.0% | -0.02% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -4,000 | -100.0% | -0.02% | – |
| BSMM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -2,975 | -100.0% | -0.02% | – |
| PDBC | Exit | INVESCO ACTVELY MNGD ETC FDoptimum yield | $0 | – | -6,823 | -100.0% | -0.03% | – |
| FEVR | Exit | NORTHERN LTS FD TR IVinspire faith lr | $0 | – | -6,533 | -100.0% | -0.04% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -8,074 | -100.0% | -0.04% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -10,281 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-19
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.