HW

HHM Wealth Advisors, LLC

13F
HHM Wealth Advisors, LLC
Last update 2025-05-08 922 Stocks (45 new)
Value $743.00 Mil Turnover 5 %
Countries:
Top Holdings: SCHD(18.73%)SCHB(12.07%)SCHG(11.95%)SPMD(5.59%)SPTS(4.45%)
Summary Stock Picks Current Portfolio
HHM Wealth Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD
Schwab US Dividend Equity ETF
4,975,278
139,108.8
+2.11%
18.730
+0.39%
0.190
+7.73%
+1.86%
71,225.8
 
SCHB
Schwab U.S. Broad Market ETF
4,164,167
89,654.5
+3.54%
12.070
+0.41%
0.290
+17.03%
+6.93%
34,796.7
 
SCHG
Schwab U.S. Large-Cap Growth ETF
3,543,726
88,734.9
+3.23%
11.950
+0.37%
0.240
+20.22%
+5.88%
44,864.1
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
811,832
41,549.6
+39.52%
5.590
+1.58%
0.340
+15.51%
+1.99%
13,610.3
 
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
1,131,634
33,089.0
+1.78%
4.450
+0.08%
0.560
-0.24%
+0.45%
5,778.5
 
CALF
Pacer US Small Cap Cash Cows ETF
776,604
29,122.7
+20.96%
3.920
+0.68%
0.680
+19.88%
-6.54%
4,213.8
 
VNQ
Vanguard Real Estate Index Fund ETF
279,595
25,314.6
+5.26%
3.410
+0.17%
0.070
+6.87%
+3.46%
33,633.2
 
SCHF
Schwab International Equity ETF
1,232,463
24,378.1
+3.51%
3.280
+0.11%
0.060
+14.35%
+20.03%
48,862.9
 
FNDE
Schwab Fundamental Emerging Markets Equity ETF
Schwab Fundamental Emerging Markets Equity ETF
516,443
15,906.5
+1.66%
2.140
+0.03%
0.240
+14.20%
+14.91%
7,123.3
 
AAPL
Apple Inc
69,094
15,347.8
-0.28%
2.070
-0.01%
0.000
+3.15%
-16.49%
3,115,912.0
Hardware

HHM Wealth Advisors, LLC's Historical Top Holdings Breakdowns

HHM Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
2025-03-31
Add
Add
+1.58%
●
50.21 ($54.51) 57.73
$55.78
2.33%
Add 39.52%
811,832
229,939
CALF
Pacer US Small Cap Cash Cows ETF
2025-03-31
Add
Add
+0.68%
●
36.64 ($41.46) 45.76
$41.13
-0.80%
Add 20.96%
776,604
134,545
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Add
Add
+0.41%
●
21.23 ($22.75) 23.75
$24.13
6.07%
Add 3.54%
4,164,167
142,398
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Add
Add
+0.39%
●
27.01 ($27.88) 28.54
$27.31
-2.04%
Add 2.11%
4,975,278
102,700
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Add
Add
+0.37%
●
24.91 ($27.39) 29.02
$29.45
7.52%
Add 3.23%
3,543,726
111,018
VNQ
Vanguard Real Estate Index Fund ETF
2025-03-31
Add
Add
+0.17%
●
85.55 ($90.76) 94.34
$90.34
-0.46%
Add 5.26%
279,595
13,980
SCHF
Schwab International Equity ETF
2025-03-31
Add
Add
+0.11%
●
18.36 ($19.62) 20.51
$22.06
12.44%
Add 3.51%
1,232,463
41,784
LOW
Lowe's Companies Inc
2025-03-31
Reduce
Reduce
-0.09%
●
222.66 ($246.05) 268.42
$222.40
-9.61%
Reduce -51.05%
2,656
-2,770
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
2025-03-31
Add
Add
+0.08%
●
32.9 ($35.31) 37.45
$40.30
14.13%
Add 5.35%
304,183
15,456
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
2025-03-31
Add
Add
+0.08%
●
28.92 ($29.07) 29.24
$29.14
0.24%
Add 1.78%
1,131,634
19,778

HHM Wealth Advisors, LLC Total Holding History ($B)

To

HHM Wealth Advisors, LLC's Asset Allocation

To

HHM Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

HHM Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

HHM Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

HHM Wealth Advisors, LLC's Holdings Heat Map

Size field:

HHM Wealth Advisors, LLC's Holdings Bubble Chart

HHM Wealth Advisors, LLC News

  • 1

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