HHM Wealth Advisors, LLC Buys SPDR MSCI ACWI ex-US ETF, VanEck Vectors Morningstar Wide Moat ETF, Invesco S&P 500 Quality ETF, Sells Olympic Steel Inc, Pinnacle Financial Partners Inc, JPMorgan Ultra-Short Income ETF

Investment company HHM Wealth Advisors, LLC (Current Portfolio) buys SPDR MSCI ACWI ex-US ETF, VanEck Vectors Morningstar Wide Moat ETF, Invesco S&P 500 Quality ETF, Vanguard Intermediate-Term Bond ETF, Schwab Emerging Markets Equity ETF, sells Olympic Steel Inc, Pinnacle Financial Partners Inc, JPMorgan Ultra-Short Income ETF, Invesco BulletShares 2021 Corporate Bond ETF, Accenture PLC during the 3-months ended 2021Q2, according to the most recent filings of the investment company, HHM Wealth Advisors, LLC. As of 2021Q2, HHM Wealth Advisors, LLC owns 595 stocks with a total value of $358 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 US Dividend Equity ETF (SCHD) - 964,347 shares, 20.37% of the total portfolio. Shares added by 5.89%
  2. Schwab U.S. Broad Market ETF (SCHB) - 473,225 shares, 13.78% of the total portfolio. Shares added by 3.07%
  3. Schwab U.S. Large-Cap Growth ETF (SCHG) - 269,609 shares, 10.99% of the total portfolio. Shares added by 5.38%
  4. Schwab U.S. Mid-Cap ETF (SCHM) - 344,000 shares, 7.52% of the total portfolio. Shares added by 7.53%
  5. BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 234,989 shares, 4.83% of the total portfolio. Shares added by 3.65%
New Purchase: SPDR MSCI ACWI ex-US ETF (CWI)

HHM Wealth Advisors, LLC initiated holding in SPDR MSCI ACWI ex-US ETF. The purchase prices were between $28.61 and $30.85, with an estimated average price of $29.89. The stock is now traded at around $29.395000. The impact to a portfolio due to this purchase was 0.8%. The holding were 94,644 shares as of 2021-06-30.

New Purchase: Invesco S&P 500 Quality ETF (SPHQ)

HHM Wealth Advisors, LLC initiated holding in Invesco S&P 500 Quality ETF. The purchase prices were between $44.19 and $48.6, with an estimated average price of $46.34. The stock is now traded at around $49.760000. The impact to a portfolio due to this purchase was 0.39%. The holding were 28,791 shares as of 2021-06-30.

New Purchase: Xtrackers USD High Yield Corporate Bond ETF (HYLB)

HHM Wealth Advisors, LLC initiated holding in Xtrackers USD High Yield Corporate Bond ETF. The purchase prices were between $39.37 and $40.18, with an estimated average price of $39.72. The stock is now traded at around $40.190000. The impact to a portfolio due to this purchase was 0.18%. The holding were 15,834 shares as of 2021-06-30.

New Purchase: iShares Broad USD High Yield Corporate Bond ETF (USHY)

HHM Wealth Advisors, LLC initiated holding in iShares Broad USD High Yield Corporate Bond ETF. The purchase prices were between $40.49 and $41.55, with an estimated average price of $40.95. The stock is now traded at around $41.590000. The impact to a portfolio due to this purchase was 0.18%. The holding were 15,449 shares as of 2021-06-30.

New Purchase: Schwab Fundamental International Small Company Ind (FNDC)

HHM Wealth Advisors, LLC initiated holding in Schwab Fundamental International Small Company Ind. The purchase prices were between $37.26 and $40.63, with an estimated average price of $39.15. The stock is now traded at around $39.140000. The impact to a portfolio due to this purchase was 0.09%. The holding were 8,220 shares as of 2021-06-30.

New Purchase: Starwood Property Trust Inc (STWD)

HHM Wealth Advisors, LLC initiated holding in Starwood Property Trust Inc. The purchase prices were between $23.72 and $26.94, with an estimated average price of $25.46. The stock is now traded at around $25.950000. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,895 shares as of 2021-06-30.

Added: VanEck Vectors Morningstar Wide Moat ETF (MOAT)

HHM Wealth Advisors, LLC added to a holding in VanEck Vectors Morningstar Wide Moat ETF by 6573.39%. The purchase prices were between $69.28 and $75.04, with an estimated average price of $72.75. The stock is now traded at around $75.450000. The impact to a portfolio due to this purchase was 0.52%. The holding were 25,826 shares as of 2021-06-30.

Added: Vanguard Intermediate-Term Bond ETF (BIV)

HHM Wealth Advisors, LLC added to a holding in Vanguard Intermediate-Term Bond ETF by 5888.20%. The purchase prices were between $87.84 and $90.01, with an estimated average price of $89.02. The stock is now traded at around $91.070000. The impact to a portfolio due to this purchase was 0.27%. The holding were 10,659 shares as of 2021-06-30.

Added: Schwab Emerging Markets Equity ETF (SCHE)

HHM Wealth Advisors, LLC added to a holding in Schwab Emerging Markets Equity ETF by 984.60%. The purchase prices were between $30.87 and $33.4, with an estimated average price of $32.24. The stock is now traded at around $30.080000. The impact to a portfolio due to this purchase was 0.25%. The holding were 30,575 shares as of 2021-06-30.

Added: iShares Core U.S. Aggregate Bond ETF (AGG)

HHM Wealth Advisors, LLC added to a holding in iShares Core U.S. Aggregate Bond ETF by 17961.76%. The purchase prices were between $113.17 and $115.17, with an estimated average price of $114.24. The stock is now traded at around $116.380000. The impact to a portfolio due to this purchase was 0.2%. The holding were 6,141 shares as of 2021-06-30.

Added: BTC iShares Morningstar Large-Cap Growth ETF (JKE)

HHM Wealth Advisors, LLC added to a holding in BTC iShares Morningstar Large-Cap Growth ETF by 406.21%. The purchase prices were between $57.69 and $64.93, with an estimated average price of $61.27. The stock is now traded at around $283.806500. The impact to a portfolio due to this purchase was 0.12%. The holding were 8,565 shares as of 2021-06-30.

Added: Shopify Inc (SHOP)

HHM Wealth Advisors, LLC added to a holding in Shopify Inc by 171.05%. The purchase prices were between $1047.77 and $1508.44, with an estimated average price of $1229.27. The stock is now traded at around $1555.100000. The impact to a portfolio due to this purchase was 0.05%. The holding were 206 shares as of 2021-06-30.

Sold Out: Olympic Steel Inc (ZEUS)

HHM Wealth Advisors, LLC sold out a holding in Olympic Steel Inc. The sale prices were between $27.07 and $39.45, with an estimated average price of $31.54.

Sold Out: Accenture PLC (ACN)

HHM Wealth Advisors, LLC sold out a holding in Accenture PLC. The sale prices were between $276.25 and $296.43, with an estimated average price of $286.

Sold Out: Seagate Technology Holdings PLC (STX)

HHM Wealth Advisors, LLC sold out a holding in Seagate Technology Holdings PLC. The sale prices were between $76.75 and $104.23, with an estimated average price of $89.82.

Sold Out: Stellantis NV (FCAM)

HHM Wealth Advisors, LLC sold out a holding in Stellantis NV. The sale prices were between $11.9 and $17.08, with an estimated average price of $12.49.

Sold Out: Accuray Inc (ARAY)

HHM Wealth Advisors, LLC sold out a holding in Accuray Inc. The sale prices were between $4.24 and $5.51, with an estimated average price of $4.68.

Sold Out: Micro Focus International PLC (MFGP)

HHM Wealth Advisors, LLC sold out a holding in Micro Focus International PLC. The sale prices were between $6.51 and $7.89, with an estimated average price of $7.2.



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