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",
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  null,
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  null,
  "CCI",
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  null,
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  null,
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  "USA",
  null,
  "DUK",
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  "D",
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  "ETY",
  null,
  null,
  "M",
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  "ESS",
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  null,
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  null,
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  null,
  null,
  "XXII",
  null,
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  null,
  null,
  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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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  "HLI",
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  "HWM",
  null,
  "ITW",
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  "EMR",
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  null,
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  "MUB",
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  null,
  null,
  null,
  "MLR",
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  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "SWK",
  null,
  null,
  "UEIC",
  null,
  null,
  "IQV",
  "IONQ",
  "CHI",
  null,
  null,
  "HPF",
  null,
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  "KMI",
  null,
  "LHX",
  "LRCX",
  "LAZ",
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  "IWS",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  "EXG",
  null,
  "YCBD",
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  "MPC",
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  "TLRY",
  null,
  "PWR",
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  "MA",
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  "MDLZ",
  "CORZ",
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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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  "GPC",
  "HXL",
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  null,
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  "HIG",
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  null,
  null,
  "ORLY",
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  "DG",
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  "ANET",
  null,
  "KKR",
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  "IWD",
  "KR",
  "ORCL",
  "KHC",
  null,
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  "OKE",
  "DASH",
  "PAYX",
  null,
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  null,
  "VHT",
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  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  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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  null,
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  null,
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  null,
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  null,
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  null,
  "PKG",
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  "DGX",
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  null,
  null,
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  "IEFA",
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  "RELX",
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
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  "O",
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  "GLD",
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  null,
  null,
  null,
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  "BP",
  null,
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  null,
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  null,
  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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  null,
  null,
  null,
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  null,
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  null,
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  "GT",
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  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",
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  "PRGO",
  "RYAN",
  "ONB",
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  "NFG",
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  "SSB",
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  "GM",
  "UAA",
  "SF",
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  "TOL",
  "USFD",
  "ALB",
  "AFL",
  "UBSI",
  "AXON",
  "APH",
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  "SONY",
  "VFC",
  "AVB",
  "EL",
  "SDY",
  "FI",
  "EPAM",
  "CPAY",
  "DRI",
  "NTRA",
  "DOV",
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  "IP",
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  "F",
  "GNRC",
  "DECK",
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  "DEO",
  "AJG",
  "WM",
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  "IWP",
  "EFX",
  "IR",
  "MIDD",
  null,
  null,
  "GSLC",
  "CAH",
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  "BKR",
  null,
  "DTI",
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  "GOOD",
  "GETY",
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  null,
  "IPG",
  null,
  null,
  "IDXX",
  null,
  "BIPC",
  "UA",
  "PEG",
  "NVO",
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  "AMZN",
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  "OLN",
  "SCHB",
  "NIO",
  null,
  "TTWO",
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  "IVE",
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  "HCA",
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  "LUV",
  null,
  "PLUG",
  "IVZ",
  "HOG",
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  "RMBS",
  null,
  "HII",
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  null,
  "AL",
  "KD",
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  null,
  null,
  "UCB",
  null,
  null,
  "HBAN",
  "DKNG",
  "ACM",
  "VEU",
  "VGT",
  "USB",
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  "VLO",
  "VEA",
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  "VALE",
  null,
  null,
  "VTWO",
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  "VOO",
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  "V",
  "VSCO",
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  "WBD",
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  "WELL",
  "WHR",
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  "WMB",
  null,
  "WDS",
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  "WYNN",
  "XEL",
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  "ZBRA",
  "IUSG",
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  "SOLV",
  null,
  null,
  "LNT",
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  null,
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  null,
  "SCHD",
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  null,
  "IMKTA",
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  "SCHA",
  "LW",
  "JNPR",
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  "MHK",
  "KEY",
  null,
  "JCI",
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  "LH",
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  "MKL",
  "MGM",
  "EMBC",
  null,
  "SO",
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  "SPXC",
  "TRMB",
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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,
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  "EXR",
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  null,
  "NTAP",
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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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  "BHP",
  "BJ",
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  "BA",
  null,
  "BLNK",
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  "BF-B",
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  "BWXT",
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  "LNG",
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  "CIEN",
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  "CTAS",
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  "CFG",
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  "C",
  "CLX",
  "CLNE",
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  "CME",
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  "CGNX",
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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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  "DVN",
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  "IJT",
  null,
  "EFA",
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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 18 of 47

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464287184

Shares:1.5K

Value:$53.8K

% of Portfolio:0.0% ($53.8K/$245.3M)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:3.5K

Value:$53.2K

% of Portfolio:0.0% ($53.2K/$245.3M)

DraftKings Inc.

DKNG|26142V105

Shares:1.6K

Value:$53.1K

% of Portfolio:0.0% ($53.1K/$245.3M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:254

Value:$52.8K

% of Portfolio:0.0% ($52.8K/$245.3M)

464288687

Shares:1.7K

Value:$51.9K

% of Portfolio:0.0% ($51.9K/$245.3M)

33733E302

Shares:233

Value:$51.8K

% of Portfolio:0.0% ($51.8K/$245.3M)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:430

Value:$51.7K

% of Portfolio:0.0% ($51.7K/$245.3M)

TE Connectivity plc

TEL|G87052109

Shares:364

Value:$51.4K

% of Portfolio:0.0% ($51.4K/$245.3M)

46434V878

Shares:1.0K

Value:$51.4K

% of Portfolio:0.0% ($51.4K/$245.3M)

EOG RESOURCES INC

EOG|26875P101

Shares:400

Value:$51.3K

% of Portfolio:0.0% ($51.3K/$245.3M)

Atlanta Braves Holdings, Inc.

BATRK|047726302

Shares:1.3K

Value:$51.2K

% of Portfolio:0.0% ($51.2K/$245.3M)

RIO TINTO PLC

RIO|767204100

Shares:849

Value:$51.0K

% of Portfolio:0.0% ($51.0K/$245.3M)

GLOBE LIFE INC.

GL|37959E102

Shares:387

Value:$51.0K

% of Portfolio:0.0% ($51.0K/$245.3M)

78464A474

Shares:1.7K

Value:$50.9K

% of Portfolio:0.0% ($50.9K/$245.3M)

Mueller Water Products, Inc.

MWA|624758108

Shares:2.0K

Value:$50.8K

% of Portfolio:0.0% ($50.8K/$245.3M)

WHIRLPOOL CORP /DE/

WHR|963320106

Shares:560

Value:$50.5K

% of Portfolio:0.0% ($50.5K/$245.3M)

FORD MOTOR CO

F|345370860

Shares:5.0K

Value:$50.4K

% of Portfolio:0.0% ($50.4K/$245.3M)

Eaton Vance Tax-Managed Diversified Equity Income Fund

ETY|27828N102

Shares:3.5K

Value:$50.1K

% of Portfolio:0.0% ($50.1K/$245.3M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:241

Value:$49.9K

% of Portfolio:0.0% ($49.9K/$245.3M)

RYAN SPECIALTY HOLDINGS, INC.

RYAN|78351F107

Shares:665

Value:$49.1K

% of Portfolio:0.0% ($49.1K/$245.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287184)✕	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$53.8K	0.0% ($53.8K/$245.3M)	QoQ NEW(+$53.8K) YoY NEW(+$53.8K)
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	3.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$53.2K	0.0% ($53.2K/$245.3M)	QoQ -30.26% (-$23.1K) YoY +8.93% (+$4.4K)
DraftKings Inc.(DKNGcusip26142V105)	1.6K	QoQ 0.00% (-0) YoY +6.53% (-98)	All Managers (Combined)	$53.1K	0.0% ($53.1K/$245.3M)	QoQ -10.72% (-$6.4K) YoY -22.08% (-$15.0K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	254	QoQ 0.00% (+0) YoY +103.20% (+129)	All Managers (Combined)	$52.8K	0.0% ($52.8K/$245.3M)	QoQ +11.28% (+$5.4K) YoY +152.57% (+$31.9K)
(cusip464288687)✕	1.7K	QoQ -51.84% (-1.8K) YoY NEW(+1.7K)	All Managers (Combined)	$51.9K	0.0% ($51.9K/$245.3M)	QoQ -52.92% (-$58.3K) YoY NEW(+$51.9K)
(cusip33733E302)✕	233	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$51.8K	0.0% ($51.8K/$245.3M)	QoQ -8.64% (-$4.9K) YoY +8.31% (+$4.0K)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	430	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$51.7K	0.0% ($51.7K/$245.3M)	QoQ +8.55% (+$4.1K) YoY -1.08% (-$568)
TE Connectivity plc(TELcusipG87052109)	364	QoQ -21.72% (-101) YoY NEW(+364)	All Managers (Combined)	$51.4K	0.0% ($51.4K/$245.3M)	QoQ -22.62% (-$15.0K) YoY NEW(+$51.4K)
(cusip46434V878)✕	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$51.4K	0.0% ($51.4K/$245.3M)	QoQ +0.53% (+$273) YoY +0.27% (+$142)
EOG RESOURCES INC(EOGcusip26875P101)	400	QoQ 0.00% (+0) YoY NEW(+400)	All Managers (Combined)	$51.3K	0.0% ($51.3K/$245.3M)	QoQ +4.61% (+$2.3K) YoY NEW(+$51.3K)
Atlanta Braves Holdings, Inc.(BATRKcusip047726302)	1.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$51.2K	0.0% ($51.2K/$245.3M)	QoQ +4.57% (+$2.2K) YoY +2.43% (+$1.2K)
RIO TINTO PLC(RIOcusip767204100)	849	QoQ 0.00% (+0) YoY +376.96% (+671)	All Managers (Combined)	$51.0K	0.0% ($51.0K/$245.3M)	QoQ +2.15% (+$1.1K) YoY +349.56% (+$39.7K)
GLOBE LIFE INC.(GLcusip37959E102)	387	QoQ 0.00% (+0) YoY +3.20% (+12)	All Managers (Combined)	$51.0K	0.0% ($51.0K/$245.3M)	QoQ +18.11% (+$7.8K) YoY +16.81% (+$7.3K)
(cusip78464A474)✕	1.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$50.9K	0.0% ($50.9K/$245.3M)	QoQ +0.80% (+$405) YoY +1.10% (+$557)
Mueller Water Products, Inc.(MWAcusip624758108)	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$50.8K	0.0% ($50.8K/$245.3M)	QoQ +12.97% (+$5.8K) YoY +57.98% (+$18.7K)
WHIRLPOOL CORP /DE/(WHRcusip963320106)	560	QoQ +77.21% (+244) YoY NEW(+560)	All Managers (Combined)	$50.5K	0.0% ($50.5K/$245.3M)	QoQ +39.52% (+$14.3K) YoY NEW(+$50.5K)
FORD MOTOR CO(Fcusip345370860)	5.0K	QoQ +1.74% (+86) YoY -66.05% (-9.8K)	All Managers (Combined)	$50.4K	0.0% ($50.4K/$245.3M)	QoQ +3.07% (+$1.5K) YoY -74.36% (-$146.2K)
Eaton Vance Tax-Managed Diversified Equity Income Fund(ETYcusip27828N102)	3.5K	QoQ +2.00% (-69) YoY NEW(+3.5K)	All Managers (Combined)	$50.1K	0.0% ($50.1K/$245.3M)	QoQ -2.69% (-$1.4K) YoY NEW(+$50.1K)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	241	QoQ 0.00% (+0) YoY NEW(+241)	All Managers (Combined)	$49.9K	0.0% ($49.9K/$245.3M)	QoQ +12.58% (+$5.6K) YoY NEW(+$49.9K)
RYAN SPECIALTY HOLDINGS, INC.(RYANcusip78351F107)	665	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$49.1K	0.0% ($49.1K/$245.3M)	QoQ +15.13% (+$6.5K) YoY +33.09% (+$12.2K)