Hhm-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "HYT",
  "PINS",
  "RGEN",
  "TREX",
  "ARES",
  "HOOD",
  "ITRI",
  "ESGR",
  "NVR",
  "TRU",
  "AIR",
  "KTOS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PLXS",
  "PBR-A",
  "AR",
  null,
  "ARW",
  "AAL",
  "STRL",
  "FLO",
  "RBC",
  null,
  null,
  "RF",
  "RBA.TO",
  "SMCI",
  "SOBO.TO",
  null,
  "ARM",
  "ASPN",
  "SNOW",
  "MU",
  null,
  null,
  "FNDF",
  "FNDA",
  "ACN",
  "SSTK",
  "ZS",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "KSS",
  "SKT",
  "MWA",
  "MAIN",
  null,
  "KTB",
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "AIN",
  "RIOT",
  "ALNY",
  "VDE",
  "AXP",
  "JQC",
  null,
  "ATMU",
  "SCHH",
  null,
  "AIG",
  "BATRK",
  "TEAM",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  "AWF",
  null,
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "LOW",
  "BRO",
  "CP.TO",
  "ARCC",
  null,
  "DNA",
  "FORM",
  "FLNC",
  "BSX",
  null,
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  null,
  "CCI",
  "COF",
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  null,
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  null,
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  "USA",
  null,
  "DUK",
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  "D",
  "MARA",
  "ETY",
  null,
  null,
  "M",
  "ROKU",
  "ESS",
  "EHC",
  "EBAY",
  null,
  "RGTI",
  "PDI",
  null,
  "RL",
  "QS",
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  "PSEC",
  "PHK",
  "WTRG",
  "FUN",
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  null,
  null,
  "XXII",
  null,
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  "EAD",
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  "EXPD",
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  null,
  null,
  null,
  "PNR",
  null,
  "FCX",
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  "WEST",
  "HIX",
  "ETB",
  "DDD",
  null,
  null,
  null,
  "TERN",
  "NUVB",
  "GD",
  "GILD",
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  "GIS",
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  "HLT",
  null,
  "AMPL",
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  "HD",
  null,
  "HPQ",
  "AZN",
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
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  null,
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  null,
  "HSBC",
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  null,
  null,
  "HLI",
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  "HWM",
  null,
  "ITW",
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  "EMR",
  "BKNG",
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "MLR",
  "LUNR",
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "SWK",
  null,
  null,
  "UEIC",
  null,
  null,
  "IQV",
  "IONQ",
  "CHI",
  null,
  null,
  "HPF",
  null,
  "PRT",
  "KMI",
  null,
  "LHX",
  "LRCX",
  "LAZ",
  "ICF",
  "IWS",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  "EXG",
  null,
  "YCBD",
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  "MPC",
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  "TLRY",
  null,
  "PWR",
  "MRVL",
  "MA",
  "EXEL",
  "PODD",
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  "MDLZ",
  "CORZ",
  "MS",
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  "TMUS",
  "NDAQ",
  "EQIX",
  "EQT",
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  "EXC",
  "ETSY",
  "EVR",
  "EVRG",
  "FCNCA",
  "FICO",
  null,
  "FHN",
  "FLS",
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  "GE",
  "HE",
  "GPC",
  "HXL",
  "GWRE",
  null,
  "NTRS",
  "INCY",
  "HIG",
  "NVS",
  "TEVA",
  "OXY",
  "OMC",
  "ODFL",
  null,
  null,
  "ORLY",
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  "SMR",
  "BX",
  "AMP",
  "FAST",
  "DG",
  "IJR",
  "ANET",
  null,
  "KKR",
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  "IWD",
  "KR",
  "ORCL",
  "KHC",
  null,
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  null,
  "VGIT",
  null,
  "VHT",
  "DOC",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
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  "PYPL",
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  null,
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  null,
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  "HTGC",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "VZ",
  null,
  "PSTG",
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  null,
  "PKG",
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  "DGX",
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  "REGN",
  null,
  null,
  "ROK",
  "IEFA",
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  "RELX",
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
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  "O",
  "SNA",
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  "SHEL",
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  "GLD",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  "BP",
  null,
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  null,
  "RSG",
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  null,
  null,
  "IBM",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  "GT",
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  "WY",
  null,
  "MTD",
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  null,
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  null,
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  null,
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  null,
  null,
  "BN.TO",
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  "DD",
  "K",
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  "HAE",
  "R",
  "PRGO",
  "RYAN",
  "ONB",
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  "NFG",
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  "ATO",
  "ADSK",
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  "SSB",
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  "GM",
  "UAA",
  "SF",
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  "TOL",
  "USFD",
  "ALB",
  "AFL",
  "UBSI",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "VFC",
  "AVB",
  "EL",
  "SDY",
  "FI",
  "EPAM",
  "CPAY",
  "DRI",
  "NTRA",
  "DOV",
  "WAB",
  "TAP",
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  "IP",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FOX",
  "FTNT",
  "IWP",
  "EFX",
  "IR",
  "MIDD",
  null,
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  null,
  "DTI",
  "FLNG",
  "FDP",
  "GOOD",
  "GETY",
  "TILE",
  null,
  "IPG",
  null,
  null,
  "IDXX",
  null,
  "BIPC",
  "UA",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "OLN",
  "SCHB",
  "NIO",
  null,
  "TTWO",
  "CLF",
  "IVE",
  "LCID",
  "HCA",
  "PFG",
  "LUV",
  null,
  "PLUG",
  "IVZ",
  "HOG",
  "LMAT",
  "RMBS",
  null,
  "HII",
  "AMC",
  null,
  "AL",
  "KD",
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  null,
  null,
  "UCB",
  null,
  null,
  "HBAN",
  "DKNG",
  "ACM",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VYMI",
  "VALE",
  null,
  null,
  "VTWO",
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  "VBR",
  "VB",
  "VOO",
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  "VTV",
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  "VTRS",
  "V",
  "VSCO",
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  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WCC",
  "WFC",
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  "WELL",
  "WHR",
  "WTW",
  "WMB",
  null,
  "WDS",
  "KLG",
  "WPC",
  "WYNN",
  "XEL",
  "WDAY",
  "WKC",
  "YUM",
  "XPO",
  "ZBRA",
  "IUSG",
  "ZIP",
  "SOLV",
  null,
  null,
  "LNT",
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  null,
  "FOXA",
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  null,
  "SCHD",
  "ET",
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  "CHKP",
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  null,
  "IMKTA",
  "SCHF",
  "ALRM",
  "SCHA",
  "LW",
  "JNPR",
  "MSCI",
  "NSC",
  "MHK",
  "KEY",
  null,
  "JCI",
  "NXPI",
  "LH",
  "MFC",
  "MKL",
  "MGM",
  "EMBC",
  null,
  "SO",
  "TTD",
  "SPXC",
  "TRMB",
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  "OKTA",
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  "CRM",
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  "STN",
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  null,
  null,
  "TDY",
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  "DIA",
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  null,
  null,
  "DINO",
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  null,
  null,
  "IUSV",
  null,
  "GEV",
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  "ZM",
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  "PEGA",
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  "EXR",
  "GWW",
  null,
  "NTAP",
  "PSA",
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  "SYF",
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  "PAYC",
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  null,
  "STLA",
  null,
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  "KMB",
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  "ADP",
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  "OZK",
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  "BK",
  null,
  "BAX",
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  "BA",
  null,
  "BLNK",
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  "BWXT",
  "CWH",
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  "CVX",
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  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
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  "CTAS",
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  "CFG",
  "NET",
  "C",
  "CLX",
  "CLNE",
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  "CME",
  "KO",
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  "COIN",
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  "CMCSA",
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  "COP",
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  "CFLT",
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  "ED",
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  "CRWD",
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  "CUBE",
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  "DHR",
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  "DVN",
  "FANG",
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  "IJT",
  null,
  "EFA",
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  "NEE",
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  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 922
Total Value: 245297541
Accession Number: 0001750086-25-000003
Form Type: 13F-HR
CIK: hhm-wealth-advisors
Manager Name: Hhm-Wealth-Advisors

Data Enrichment

81% identified

746 identified176 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

922 positions • $245.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 12 of 47

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46137V266

Shares:3.6K

Value:$138.7K

% of Portfolio:0.1% ($138.7K/$245.3M)

STERLING INFRASTRUCTURE, INC.

STRL|859241101

Shares:1.2K

Value:$135.4K

% of Portfolio:0.1% ($135.4K/$245.3M)

FEDEX CORP

FDX|31428X106

Shares:549

Value:$133.9K

% of Portfolio:0.1% ($133.9K/$245.3M)

Okta, Inc.

OKTA|679295105

Shares:1.3K

Value:$131.5K

% of Portfolio:0.1% ($131.5K/$245.3M)

UNITED COMMUNITY BANKS INC

UCB|90984P303

Shares:4.6K

Value:$130.4K

% of Portfolio:0.1% ($130.4K/$245.3M)

STRYKER CORP

SYK|863667101

Shares:344

Value:$128.1K

% of Portfolio:0.1% ($128.1K/$245.3M)

Extra Space Storage Inc.

EXR|30225T102

Shares:861

Value:$127.8K

% of Portfolio:0.1% ($127.8K/$245.3M)

Brookfield Infrastructure Partners L.P.

BIP|G16252101

Shares:4.3K

Value:$127.7K

% of Portfolio:0.1% ($127.7K/$245.3M)

CURTISS WRIGHT CORP

CW|231561101

Shares:400

Value:$126.9K

% of Portfolio:0.1% ($126.9K/$245.3M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:1.5K

Value:$125.8K

% of Portfolio:0.1% ($125.8K/$245.3M)

S&P Global Inc.

SPGI|78409V104

Shares:245

Value:$124.7K

% of Portfolio:0.1% ($124.7K/$245.3M)

92189F692

Shares:1.4K

Value:$123.0K

% of Portfolio:0.1% ($123.0K/$245.3M)

SHOPIFY INC.

SHOP|82509L107

Shares:1.3K

Value:$122.8K

% of Portfolio:0.1% ($122.8K/$245.3M)

NIKE, Inc.

NKE|654106103

Shares:1.9K

Value:$121.5K

% of Portfolio:0.0% ($121.5K/$245.3M)

887432342

Shares:3.2K

Value:$119.2K

% of Portfolio:0.0% ($119.2K/$245.3M)

STANTEC INC

STN|85472N109

Shares:1.4K

Value:$117.7K

% of Portfolio:0.0% ($117.7K/$245.3M)

MOHAWK INDUSTRIES INC

MHK|608190104

Shares:1.0K

Value:$117.3K

% of Portfolio:0.0% ($117.3K/$245.3M)

British American Tobacco p.l.c.

BTI|110448107

Shares:2.8K

Value:$117.0K

% of Portfolio:0.0% ($117.0K/$245.3M)

46137V365

Shares:1.4K

Value:$116.3K

% of Portfolio:0.0% ($116.3K/$245.3M)

00162Q452

Shares:2.2K

Value:$115.0K

% of Portfolio:0.0% ($115.0K/$245.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V266)✕	3.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$138.7K	0.1% ($138.7K/$245.3M)	QoQ -7.29% (-$10.9K) YoY +4.16% (+$5.5K)
STERLING INFRASTRUCTURE, INC.(STRLcusip859241101)	1.2K	QoQ +0.41% (-5) YoY +127.37% (+670)	All Managers (Combined)	$135.4K	0.1% ($135.4K/$245.3M)	QoQ -32.51% (-$65.2K) YoY +133.35% (+$77.4K)
FEDEX CORP(FDXcusip31428X106)	549	QoQ +0.91% (-5) YoY +31.33% (+131)	All Managers (Combined)	$133.9K	0.1% ($133.9K/$245.3M)	QoQ -12.53% (-$19.2K) YoY +10.58% (+$12.8K)
Okta, Inc.(OKTAcusip679295105)	1.3K	QoQ -0.07% (-1) YoY 0.00% (+0)	All Managers (Combined)	$131.5K	0.1% ($131.5K/$245.3M)	QoQ +33.42% (-$32.9K) YoY +0.57% (+$750)
UNITED COMMUNITY BANKS INC(UCBcusip90984P303)	4.6K	QoQ -10.17% (-525) YoY -12.80% (-681)	All Managers (Combined)	$130.4K	0.1% ($130.4K/$245.3M)	QoQ -21.79% (-$36.3K) YoY -6.81% (-$9.5K)
STRYKER CORP(SYKcusip863667101)	344	QoQ +29.32% (+78) YoY +34.90% (+89)	All Managers (Combined)	$128.1K	0.1% ($128.1K/$245.3M)	QoQ +33.70% (+$32.3K) YoY +40.32% (+$36.8K)
Extra Space Storage Inc.(EXRcusip30225T102)	861	QoQ 0.00% (-0) YoY +937.34% (+778)	All Managers (Combined)	$127.8K	0.1% ($127.8K/$245.3M)	QoQ -0.74% (-$956) YoY +947.86% (+$115.6K)
Brookfield Infrastructure Partners L.P.(BIPcusipG16252101)	4.3K	QoQ -4.02% (-180) YoY NEW(+4.3K)	All Managers (Combined)	$127.7K	0.1% ($127.7K/$245.3M)	QoQ -10.06% (-$14.3K) YoY NEW(+$127.7K)
CURTISS WRIGHT CORP(CWcusip231561101)	400	QoQ 0.00% (-0) YoY NEW(+400)	All Managers (Combined)	$126.9K	0.1% ($126.9K/$245.3M)	QoQ -10.59% (-$15.0K) YoY NEW(+$126.9K)
IRON MOUNTAIN INC(IRMcusip46284V101)	1.5K	QoQ -0.61% (-9) YoY +694.56% (+1.3K)	All Managers (Combined)	$125.8K	0.1% ($125.8K/$245.3M)	QoQ -18.64% (-$28.8K) YoY +752.30% (+$111.0K)
S&P Global Inc.(SPGIcusip78409V104)	245	QoQ 0.00% (+0) YoY +6.98% (+16)	All Managers (Combined)	$124.7K	0.1% ($124.7K/$245.3M)	QoQ +2.02% (+$2.5K) YoY +27.99% (+$27.3K)
(cusip92189F692)✕	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$123.0K	0.1% ($123.0K/$245.3M)	QoQ NEW(+$123.0K) YoY NEW(+$123.0K)
SHOPIFY INC.(SHOPcusip82509L107)	1.3K	QoQ 0.00% (-0) YoY +1.98% (+25)	All Managers (Combined)	$122.8K	0.1% ($122.8K/$245.3M)	QoQ -10.20% (-$14.0K) YoY +26.17% (+$25.5K)
NIKE, Inc.(NKEcusip654106103)	1.9K	QoQ +3.34% (-62) YoY -11.51% (-249)	All Managers (Combined)	$121.5K	0.0% ($121.5K/$245.3M)	QoQ -13.29% (-$18.6K) YoY -40.22% (-$81.7K)
(cusip887432342)✕	3.2K	QoQ 0.00% (-0) YoY -17.01% (-660)	All Managers (Combined)	$119.2K	0.0% ($119.2K/$245.3M)	QoQ -5.17% (-$6.5K) YoY -16.25% (-$23.1K)
STANTEC INC(STNcusip85472N109)	1.4K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$117.7K	0.0% ($117.7K/$245.3M)	QoQ +5.59% (+$6.2K) YoY -0.24% (-$284)
MOHAWK INDUSTRIES INC(MHKcusip608190104)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$117.3K	0.0% ($117.3K/$245.3M)	QoQ -4.15% (-$5.1K) YoY -12.76% (-$17.2K)
British American Tobacco p.l.c.(BTIcusip110448107)	2.8K	QoQ 0.00% (+0) YoY +139.86% (+1.6K)	All Managers (Combined)	$117.0K	0.0% ($117.0K/$245.3M)	QoQ +13.90% (+$14.3K) YoY +225.34% (+$81.0K)
(cusip46137V365)✕	1.4K	QoQ -21.15% (-381) YoY +23.37% (+269)	All Managers (Combined)	$116.3K	0.0% ($116.3K/$245.3M)	QoQ -15.46% (-$21.3K) YoY +21.57% (+$20.6K)
(cusip00162Q452)✕	2.2K	QoQ -29.68% (-935) YoY -71.70% (-5.6K)	All Managers (Combined)	$115.0K	0.0% ($115.0K/$245.3M)	QoQ -24.16% (-$36.7K) YoY -69.02% (-$256.4K)