HHM Wealth Advisors, LLC Q4 2024 Filing
Filed January 24, 2025
Portfolio Value
$735K
Holdings
1,010
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,010 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHDSCHWAB STRATEGIC TR | 4,872,578 | $133K | 18.10% | |
| 2 | SCHGSCHWAB STRATEGIC TR | 3,432,708 | $95K | 12.93% | |
| 3 | SCHBSCHWAB STRATEGIC TR | 4,021,769 | $91K | 12.38% | |
| 4 | SPTSSPDR SER TR | 1,111,856 | $32K | 4.35% | |
| 5 | SPMDSPDR SER TR | 581,893 | $31K | 4.22% | |
| 6 | CALFPACER FDS TR | 642,059 | $28K | 3.81% | |
| 7 | VNQVANGUARD INDEX FDS | 265,615 | $23K | 3.13% | |
| 8 | SCHFSCHWAB STRATEGIC TR | 1,190,679 | $22K | 2.99% | |
| 9 | AAPLAPPLE INC | 69,289 | $17K | 2.31% | |
| 10 | SCHMSCHWAB STRATEGIC TR | 516,278 | $14K | 1.90% | |
| 11 | FNDESCHWAB STRATEGIC TR | 508,015 | $14K | 1.90% | |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 66,990 | $13K | 1.77% | |
| 13 | SCHASCHWAB STRATEGIC TR | 444,827 | $11K | 1.50% | |
| 14 | MSFTMICROSOFT CORP | 24,462 | $10K | 1.36% | |
| 15 | AMZNAMAZON COM INC | 41,045 | $9K | 1.22% | |
| 16 | FNDFSCHWAB STRATEGIC TR | 288,727 | $9K | 1.22% | |
| 17 | MIGAMICROSTRATEGY INC | 17,844 | $5K | 0.68% | |
| 18 | TFISPDR SER TR | 71,995 | $3K | 0.41% | |
| 19 | USMVISHARES TR | 44,619 | $3K | 0.41% | |
| 20 | VUGVANGUARD INDEX FDS | 8,892 | $3K | 0.41% | |
| 21 | HDHOME DEPOT INC | 7,175 | $2K | 0.27% | |
| 22 | JPMJPMORGAN CHASE & CO. | 10,303 | $2K | 0.27% | |
| 23 | JPUSJ P MORGAN EXCHANGE TRADED F | 22,291 | $2K | 0.27% | |
| 24 | FNDBSCHWAB STRATEGIC TR | 99,273 | $2K | 0.27% | |
| 25 | NVDANVIDIA CORPORATION | 18,449 | $2K | 0.27% | |
| 26 | NSCNORFOLK SOUTHN CORP | 9,741 | $2K | 0.27% | |
| 27 | MOATVANECK ETF TRUST | 23,086 | $2K | 0.27% | |
| 28 | TSLATESLA INC | 5,220 | $2K | 0.27% | |
| 29 | GOOGALPHABET INC | 10,557 | $2K | 0.27% | |
| 30 | SGOVISHARES TR | 23,896 | $2K | 0.27% | |
| 31 | FNDASCHWAB STRATEGIC TR | 85,412 | $2K | 0.27% | |
| 32 | IVVISHARES TR | 4,161 | $2K | 0.27% | |
| 33 | GOOGLALPHABET INC | 12,840 | $2K | 0.27% | |
| 34 | CATCATERPILLAR INC | 5,981 | $2K | 0.27% | |
| 35 | SFBSSERVISFIRST BANCSHARES INC | 35,123 | $2K | 0.27% | |
| 36 | CWISPDR INDEX SHS FDS | 79,159 | $2K | 0.27% | |
| 37 | NDQINVESCO QQQ TR | 2,080 | $1K | 0.14% | |
| 38 | PNFPPINNACLE FINL PARTNERS INC | 12,956 | $1K | 0.14% | |
| 39 | SCHHSCHWAB STRATEGIC TR | 90,768 | $1K | 0.14% | |
| 40 | RWOSPDR INDEX SHS FDS | 33,905 | $1K | 0.14% | |
| 41 | RFREGIONS FINANCIAL CORP NEW | 76,160 | $1K | 0.14% | |
| 42 | VOOVANGUARD INDEX FDS | 2,659 | $1K | 0.14% | |
| 43 | PGPROCTER AND GAMBLE CO | 11,912 | $1K | 0.14% | |
| 44 | ABBVABBVIE INC | 9,027 | $1K | 0.14% | |
| 45 | XOMEXXON MOBIL CORP | 10,917 | $1K | 0.14% | |
| 46 | SOSOUTHERN CO | 22,310 | $1K | 0.14% | |
| 47 | NFLXNETFLIX INC | 1,360 | $1K | 0.14% | |
| 48 | CSCOCISCO SYS INC | 18,878 | $1K | 0.14% | |
| 49 | WMTWALMART INC | 18,460 | $1K | 0.14% | |
| 50 | DXPEDXP ENTERPRISES INC | 19,756 | $1K | 0.14% | |
| 51 | WMWASTE MGMT INC DEL | 8,293 | $1K | 0.14% | |
| 52 | HCAHCA HEALTHCARE INC | 4,554 | $1K | 0.14% | |
| 53 | VCSHVANGUARD SCOTTSDALE FDS | 13,162 | $1K | 0.14% | |
| 54 | VVISA INC | 5,907 | $1K | 0.14% | |
| 55 | SCHXSCHWAB STRATEGIC TR | 44,577 | $1K | 0.14% | |
| 56 | SCHZSCHWAB STRATEGIC TR | 73,715 | $1K | 0.14% | |
| 57 | VTEBVANGUARD MUN BD FDS | 35,077 | $1K | 0.14% | |
| 58 | RSPTINVESCO EXCHANGE TRADED FD T | 47,220 | $1K | 0.14% | |
| 59 | IWFISHARES TR | 3,105 | $1K | 0.14% | |
| 60 | ISTBISHARES TR | 32,539 | $1K | 0.14% | |
| 61 | XLRESELECT SECTOR SPDR TR | 40,516 | $1K | 0.14% | |
| 62 | LLYELI LILLY & CO | 2,536 | $1K | 0.14% | |
| 63 | TMTOYOTA MOTOR CORP | 6,895 | $1K | 0.14% | |
| 64 | VTIVANGUARD INDEX FDS | 4,832 | $1K | 0.14% | |
| 65 | RSPINVESCO EXCHANGE TRADED FD T | 6,246 | $1K | 0.14% | |
| 66 | UNHUNITEDHEALTH GROUP INC | 2,921 | $1K | 0.14% | |
| 67 | SPHQINVESCO EXCHANGE TRADED FD T | 23,286 | $1K | 0.14% | |
| 68 | LOWLOWES COS INC | 5,426 | $1K | 0.14% | |
| 69 | XELXCEL ENERGY INC | 11 | $0 | 0.00% | |
| 70 | T7DTRANSDIGM GROUP INC | 119 | $0 | 0.00% | |
| 71 | METAMETA PLATFORMS INC | 1,336 | $0 | 0.00% | |
| 72 | ZIPZIPRECRUITER INC | 200 | $0 | 0.00% | |
| 73 | KNSLKINSALE CAP GROUP INC | 1 | $0 | 0.00% | |
| 74 | CDNSCADENCE DESIGN SYSTEM INC | 4 | $0 | 0.00% | |
| 75 | BBYBEST BUY INC | 15 | $0 | 0.00% | |
| 76 | SJMSMUCKER J M CO | 11 | $0 | 0.00% | |
| 77 | CAGCONAGRA BRANDS INC | 800 | $0 | 0.00% | |
| 78 | IDV*ISHARES TR | 833 | $0 | 0.00% | |
| 79 | PKNREVVITY INC | 8 | $0 | 0.00% | |
| 80 | FNYFIRST TR EXCHANGE-TRADED ALP | 404 | $0 | 0.00% | |
| 81 | PLDPROLOGIS INC. | 35 | $0 | 0.00% | |
| 82 | BHFBRIGHTHOUSE FINL INC | 40 | $0 | 0.00% | |
| 83 | CLCOLGATE PALMOLIVE CO | 1,136 | $0 | 0.00% | |
| 84 | IBBISHARES TR | 225 | $0 | 0.00% | |
| 85 | LPLALPL FINL HLDGS INC | 1 | $0 | 0.00% | |
| 86 | RIORIO TINTO PLC | 849 | $0 | 0.00% | |
| 87 | VALEVALE S A | 700 | $0 | 0.00% | |
| 88 | SMHVANECK ETF TRUST | 2,073 | $0 | 0.00% | |
| 89 | TERNTERNS PHARMACEUTICALS INC | 1,400 | $0 | 0.00% | |
| 90 | VTWOVANGUARD SCOTTSDALE FDS | 49 | $0 | 0.00% | |
| 91 | IMOSCHIPMOS TECHNOLOGIES INC | 7 | $0 | 0.00% | |
| 92 | MLB1MERCADOLIBRE INC | 4 | $0 | 0.00% | |
| 93 | QQQJINVESCO EXCH TRADED FD TR II | 309 | $0 | 0.00% | |
| 94 | XLUSELECT SECTOR SPDR TR | 435 | $0 | 0.00% | |
| 95 | HLTHILTON WORLDWIDE HLDGS INC | 88 | $0 | 0.00% | |
| 96 | ISRGINTUITIVE SURGICAL INC | 169 | $0 | 0.00% | |
| 97 | EBAEBAY INC. | 96 | $0 | 0.00% | |
| 98 | STLDSTEEL DYNAMICS INC | 400 | $0 | 0.00% | |
| 99 | SAPSAP SE | 202 | $0 | 0.00% | |
| 100 | 7HPHP INC | 280 | $0 | 0.00% |
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