- New Purchases: BSCM, STI, BSCL, CSCO, MO, GOOGL, JPM, FHN, PG, JNJ, PNFP, KO, ARLO, CBL,
- Added Positions: SCHB, SCHD, RWO, MSFT, SCHG, AAPL, SCHM, SCHA, AMZN, CAT, TFI, SDY, GE, AFIN,
- Reduced Positions: SCHZ, VIG, DRW, FNDA, AMLP, SCHH, SO, TM, RSP, CVX, VCSH, HD, XOM, CINF, EMB, IJH, BSCJ, UNP,
- Sold Out: SCHC,
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- Schwab US Dividend Equity (SCHD) - 522,788 shares, 21.72% of the total portfolio. Shares added by 2.09%
- Schwab U.S. Broad Market (SCHB) - 297,129 shares, 16.07% of the total portfolio. Shares added by 3.60%
- Schwab U.S. Large-Cap Growth (SCHG) - 252,929 shares, 15.97% of the total portfolio. Shares added by 2.03%
- Schwab U.S. Mid Cap (SCHM) - 257,503 shares, 11.34% of the total portfolio. Shares added by 1.06%
- SPDR DJ Wilshire Global Real Estate (RWO) - 115,685 shares, 4.60% of the total portfolio. Shares added by 9.10%
HHM Wealth Advisors, LLC initiated holding in INVESCO BULLETSHARES 2022 CORPORATE BOND ETF. The purchase prices were between $20.43 and $21.11, with an estimated average price of $20.79. The stock is now traded at around $21.14. The impact to a portfolio due to this purchase was 0.37%. The holding were 22,245 shares as of .
New Purchase: SunTrust Banks Inc (STI)HHM Wealth Advisors, LLC initiated holding in SunTrust Banks Inc. The purchase prices were between $50.44 and $66.66, with an estimated average price of $61.07. The stock is now traded at around $62.02. The impact to a portfolio due to this purchase was 0.33%. The holding were 6,942 shares as of .
New Purchase: INVESCO BULLETSHARES 2021 CORPORATE BOND ETF (BSCL)HHM Wealth Advisors, LLC initiated holding in INVESCO BULLETSHARES 2021 CORPORATE BOND ETF . The purchase prices were between $20.58 and $21, with an estimated average price of $20.81. The stock is now traded at around $21.05. The impact to a portfolio due to this purchase was 0.31%. The holding were 18,610 shares as of .
New Purchase: Cisco Systems Inc (CSCO)HHM Wealth Advisors, LLC initiated holding in Cisco Systems Inc. The purchase prices were between $41.07 and $53.99, with an estimated average price of $48.46. The stock is now traded at around $52.02. The impact to a portfolio due to this purchase was 0.28%. The holding were 6,546 shares as of .
New Purchase: Altria Group Inc (MO)HHM Wealth Advisors, LLC initiated holding in Altria Group Inc. The purchase prices were between $43.33 and $57.43, with an estimated average price of $51. The stock is now traded at around $51.89. The impact to a portfolio due to this purchase was 0.26%. The holding were 5,617 shares as of .
New Purchase: Alphabet Inc (GOOGL)HHM Wealth Advisors, LLC initiated holding in Alphabet Inc. The purchase prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1124.86. The impact to a portfolio due to this purchase was 0.23%. The holding were 246 shares as of .
Added: Microsoft Corp (MSFT)HHM Wealth Advisors, LLC added to a holding in Microsoft Corp by 112.12%. The purchase prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $124.73. The impact to a portfolio due to this purchase was 0.35%. The holding were 7,089 shares as of .
Added: Apple Inc (AAPL)HHM Wealth Advisors, LLC added to a holding in Apple Inc by 20.88%. The purchase prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $188.66. The impact to a portfolio due to this purchase was 0.27%. The holding were 10,448 shares as of .
Added: Caterpillar Inc (CAT)HHM Wealth Advisors, LLC added to a holding in Caterpillar Inc by 20.18%. The purchase prices were between $121.51 and $141.41, with an estimated average price of $132.85. The stock is now traded at around $127.47. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,888 shares as of .
Sold Out: Schwab International Small-Cap Equity (SCHC)HHM Wealth Advisors, LLC sold out a holding in Schwab International Small-Cap Equity. The sale prices were between $28.93 and $32.74, with an estimated average price of $31.52.
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