HHM Wealth Advisors, LLC Buys SCHWAB STRATEGIC T, SPDR SERIES TRUST, PROSHARES TRUST, Sells SCHWAB STRATEGIC T, VANGUARD INDEX FDS, VANGUARD WHITEHALL

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Investment company HHM Wealth Advisors, LLC (Current Portfolio) buys SCHWAB STRATEGIC T, SPDR SERIES TRUST, PROSHARES TRUST, Delta Air Lines Inc, Cracker Barrel Old Country Store Inc, sells SCHWAB STRATEGIC T, VANGUARD INDEX FDS, VANGUARD WHITEHALL, Invesco BulletShares 2020 Corporate Bond ETF, ISHARES TRUST during the 3-months ended 2020Q2, according to the most recent filings of the investment company, HHM Wealth Advisors, LLC. As of 2020Q2, HHM Wealth Advisors, LLC owns 482 stocks with a total value of $224 million. These are the details of the buys and sells.

For the details of HHM Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hhm+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of HHM Wealth Advisors, LLC
  1. SCHWAB STRATEGIC T (SCHD) - 863,481 shares, 19.98% of the total portfolio. Shares added by 4.65%
  2. SCHWAB STRATEGIC T (SCHB) - 477,120 shares, 15.68% of the total portfolio. Shares added by 6.90%
  3. SCHWAB STRATEGIC T (SCHG) - 299,395 shares, 13.60% of the total portfolio. Shares reduced by 0.91%
  4. SCHWAB STRATEGIC T (SCHM) - 348,093 shares, 8.19% of the total portfolio. Shares added by 3.63%
  5. ISHARES TRUST (USMV) - 202,596 shares, 5.49% of the total portfolio. Shares reduced by 0.81%
New Purchase: PROSHARES TRUST (CSM)

HHM Wealth Advisors, LLC initiated holding in PROSHARES TRUST. The purchase prices were between $56.46 and $74.82, with an estimated average price of $67.14. The stock is now traded at around $77.37. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,785 shares as of .

New Purchase: Cracker Barrel Old Country Store Inc (CBRL)

HHM Wealth Advisors, LLC initiated holding in Cracker Barrel Old Country Store Inc. The purchase prices were between $69.94 and $132.84, with an estimated average price of $98.79. The stock is now traded at around $119.71. The impact to a portfolio due to this purchase was 0.05%. The holding were 980 shares as of .

New Purchase: VanEck Vectors High Yield Municipal Index (HYD)

HHM Wealth Advisors, LLC initiated holding in VanEck Vectors High Yield Municipal Index. The purchase prices were between $50.06 and $58.9, with an estimated average price of $55.71. The stock is now traded at around $60.48. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,600 shares as of .

New Purchase: GLDMN SACHS ETF TR (GSLC)

HHM Wealth Advisors, LLC initiated holding in GLDMN SACHS ETF TR. The purchase prices were between $49.94 and $65.05, with an estimated average price of $59.17. The stock is now traded at around $68.09. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,365 shares as of .

New Purchase: Bain Capital Specialty Finance Inc (BCSF)

HHM Wealth Advisors, LLC initiated holding in Bain Capital Specialty Finance Inc. The purchase prices were between $7.26 and $13.01, with an estimated average price of $10.4. The stock is now traded at around $10.58. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,169 shares as of .

New Purchase: Teva Pharmaceutical Industries Ltd (TEVA)

HHM Wealth Advisors, LLC initiated holding in Teva Pharmaceutical Industries Ltd. The purchase prices were between $8.12 and $13.12, with an estimated average price of $11.27. The stock is now traded at around $11.50. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,460 shares as of .

Added: SCHWAB STRATEGIC T (SCHF)

HHM Wealth Advisors, LLC added to a holding in SCHWAB STRATEGIC T by 22.78%. The purchase prices were between $24.62 and $31.42, with an estimated average price of $28.04. The stock is now traded at around $31.85. The impact to a portfolio due to this purchase was 0.36%. The holding were 146,793 shares as of .

Added: SPDR SERIES TRUST (TFI)

HHM Wealth Advisors, LLC added to a holding in SPDR SERIES TRUST by 23.16%. The purchase prices were between $48.59 and $51.81, with an estimated average price of $50.93. The stock is now traded at around $52.50. The impact to a portfolio due to this purchase was 0.12%. The holding were 26,960 shares as of .

Added: Delta Air Lines Inc (DAL)

HHM Wealth Advisors, LLC added to a holding in Delta Air Lines Inc by 132.75%. The purchase prices were between $19.19 and $36.97, with an estimated average price of $25.43. The stock is now traded at around $28.95. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,610 shares as of .

Added: Raytheon Technologies Corp (RTX)

HHM Wealth Advisors, LLC added to a holding in Raytheon Technologies Corp by 116.53%. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $63.64. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,808 shares as of .

Added: Bank OZK (OZK)

HHM Wealth Advisors, LLC added to a holding in Bank OZK by 187.90%. The purchase prices were between $15.55 and $28.62, with an estimated average price of $21.34. The stock is now traded at around $26.17. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,520 shares as of .

Added: Texas Instruments Inc (TXN)

HHM Wealth Advisors, LLC added to a holding in Texas Instruments Inc by 146.63%. The purchase prices were between $96.89 and $132.86, with an estimated average price of $116.18. The stock is now traded at around $137.35. The impact to a portfolio due to this purchase was 0.03%. The holding were 841 shares as of .

Sold Out: ISHARES TRUST (IYY)

HHM Wealth Advisors, LLC sold out a holding in ISHARES TRUST. The sale prices were between $120.21 and $159.92, with an estimated average price of $143.61.

Sold Out: Crown Castle International Corp (CCI)

HHM Wealth Advisors, LLC sold out a holding in Crown Castle International Corp. The sale prices were between $137.59 and $174.56, with an estimated average price of $160.78.

Sold Out: FIRST TRUST EXCH 2 (FXG)

HHM Wealth Advisors, LLC sold out a holding in FIRST TRUST EXCH 2. The sale prices were between $38.89 and $48.61, with an estimated average price of $44.47.

Sold Out: Paychex Inc (PAYX)

HHM Wealth Advisors, LLC sold out a holding in Paychex Inc. The sale prices were between $59.55 and $80.32, with an estimated average price of $69.14.

Sold Out: Tiffany & Co (TIF)

HHM Wealth Advisors, LLC sold out a holding in Tiffany & Co. The sale prices were between $114.24 and $129.77, with an estimated average price of $125.33.

Sold Out: FIRST TRUST EXCH 2 (FXD)

HHM Wealth Advisors, LLC sold out a holding in FIRST TRUST EXCH 2. The sale prices were between $24.1 and $42.93, with an estimated average price of $33.55.



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