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",
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  "APP",
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  "BRO",
  "CP.TO",
  "ARCC",
  null,
  "DNA",
  "FORM",
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  null,
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  null,
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  null,
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  null,
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  "USA",
  null,
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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,
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  null,
  "ITW",
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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,
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  null,
  null,
  null,
  null,
  "SWK",
  null,
  null,
  "UEIC",
  null,
  null,
  "IQV",
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  null,
  null,
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  null,
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  "KMI",
  null,
  "LHX",
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  "IWS",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  "EXG",
  null,
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  "TLRY",
  null,
  "PWR",
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  "EQT",
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  "EXC",
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  "EVR",
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  "FCNCA",
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  null,
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  "GPC",
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  null,
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  null,
  null,
  "ORLY",
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  "ANET",
  null,
  "KKR",
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  "IWD",
  "KR",
  "ORCL",
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  null,
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  "OKE",
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  "PAYX",
  null,
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  null,
  "VHT",
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  null,
  null,
  null,
  null,
  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,
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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,
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  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
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  "O",
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  null,
  null,
  null,
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  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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  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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  "HAE",
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  "GM",
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  "SF",
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  "TOL",
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  "ALB",
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  "UBSI",
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  "APH",
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  "SONY",
  "VFC",
  "AVB",
  "EL",
  "SDY",
  "FI",
  "EPAM",
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  "DRI",
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  "F",
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  "DEO",
  "AJG",
  "WM",
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  "MIDD",
  null,
  null,
  "GSLC",
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  "BKR",
  null,
  "DTI",
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  "GOOD",
  "GETY",
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  null,
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  null,
  null,
  "IDXX",
  null,
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  "UA",
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  "NVO",
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  "AMZN",
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  "NIO",
  null,
  "TTWO",
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  "IVE",
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  null,
  "PLUG",
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  null,
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  null,
  "AL",
  "KD",
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  null,
  null,
  "UCB",
  null,
  null,
  "HBAN",
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  "USB",
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  "VALE",
  null,
  null,
  "VTWO",
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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",
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  "ZBRA",
  "IUSG",
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  null,
  null,
  "LNT",
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  null,
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  null,
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  null,
  "IMKTA",
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  "ALRM",
  "SCHA",
  "LW",
  "JNPR",
  "MSCI",
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  "MHK",
  "KEY",
  null,
  "JCI",
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  "LH",
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  "MGM",
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  null,
  "SO",
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  "STN",
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  null,
  null,
  "TDY",
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  null,
  null,
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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,
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  null,
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  "KMB",
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  "ADP",
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  "BK",
  null,
  "BAX",
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  "BA",
  null,
  "BLNK",
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  "CIEN",
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  "CB",
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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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  "COIN",
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  "CMCSA",
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  "COP",
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  "CFLT",
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  "CRWD",
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  "IJT",
  null,
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  "GOOG",
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  "JNJ",
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  "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 2 of 47

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808524789

Shares:96.7K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$245.3M)

ELI LILLY & Co

LLY|532457108

Shares:2.6K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$245.3M)

VISA INC.

V|92826C839

Shares:6.1K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$245.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:13.5K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$245.3M)

SOUTHERN CO

SO|842587107

Shares:22.5K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$245.3M)

92189F643

Shares:23.1K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$245.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:11.9K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$245.3M)

CATERPILLAR INC

CAT|149123101

Shares:6.1K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$245.3M)

46137V282

Shares:56.4K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$245.3M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:8.3K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$245.3M)

808524847

SCHH|808524847

Shares:89.1K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$245.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:9.0K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$245.3M)

922907746

VTEB|922907746

Shares:36.4K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$245.3M)

Walmart Inc.

WMT|931142103

Shares:20.1K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$245.3M)

81369Y860

Shares:40.5K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$245.3M)

Alphabet Inc.

GOOG|02079K107

Shares:10.2K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$245.3M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:4.5K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$245.3M)

808524839

Shares:66.9K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$245.3M)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:71.1K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$245.3M)

46137V241

Shares:23.3K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$245.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524789)✕	96.7K	QoQ -2.59% (-2.6K) YoY +136.89% (-55.9K)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$245.3M)	QoQ -3.64% (-$84.2K) YoY -17.73% (-$479.6K)
ELI LILLY & Co(LLYcusip532457108)	2.6K	QoQ +3.39% (+86) YoY -10.51% (-308)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$245.3M)	QoQ +10.61% (+$207.8K) YoY -4.99% (-$113.9K)
VISA INC.(Vcusip92826C839)	6.1K	QoQ +2.75% (+163) YoY +246.85% (+4.3K)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$245.3M)	QoQ +13.95% (+$260.5K) YoY +335.57% (+$1.6M)
Alphabet Inc.(GOOGLcusip02079K305)	13.5K	QoQ +5.33% (-685) YoY +70.25% (+5.6K)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$245.3M)	QoQ -13.95% (-$339.1K) YoY +74.43% (+$892.5K)
SOUTHERN CO(SOcusip842587107)	22.5K	QoQ +0.63% (+141) YoY +29.52% (+5.1K)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$245.3M)	QoQ +12.40% (+$227.8K) YoY +66.01% (+$820.9K)
(cusip92189F643)✕	23.1K	QoQ 0.00% (-0) YoY -7.13% (-1.8K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$245.3M)	QoQ -5.09% (-$109.1K) YoY -9.09% (-$203.3K)
PROCTER & GAMBLE Co(PGcusip742718109)	11.9K	QoQ +0.06% (+8) YoY +68.93% (+4.9K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$245.3M)	QoQ +1.72% (+$34.4K) YoY +77.44% (+$886.6K)
CATERPILLAR INC(CATcusip149123101)	6.1K	QoQ +2.08% (-125) YoY +72.58% (+2.6K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$245.3M)	QoQ -7.17% (-$155.7K) YoY +55.33% (+$717.4K)
(cusip46137V282)✕	56.4K	QoQ +19.36% (+9.1K) YoY +41.54% (+16.5K)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$245.3M)	QoQ +9.09% (+$160.7K) YoY +37.56% (+$526.4K)
WASTE MANAGEMENT INC(WMcusip94106L109)	8.3K	QoQ 0.00% (+0) YoY +49.28% (+2.7K)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$245.3M)	QoQ +14.73% (+$246.5K) YoY +62.16% (+$736.0K)
(SCHHcusip808524847)	89.1K	QoQ -1.85% (-1.7K) YoY -2.28% (-2.1K)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$245.3M)	QoQ +0.24% (-$4.7K) YoY +3.53% (-$65.4K)
AbbVie Inc.(ABBVcusip00287Y109)	9.0K	QoQ +0.06% (+6) YoY +112.19% (+4.8K)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$245.3M)	QoQ +17.98% (+$288.5K) YoY +144.14% (+$1.1M)
(VTEBcusip922907746)	36.4K	QoQ +3.65% (+1.3K) YoY +36.89% (+9.8K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$245.3M)	QoQ +2.59% (+$45.7K) YoY +34.23% (+$460.1K)
Walmart Inc.(WMTcusip931142103)	20.1K	QoQ +8.92% (+1.6K) YoY +156.46% (+12.3K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$245.3M)	QoQ +5.83% (+$97.3K) YoY +274.19% (+$1.3M)
(cusip81369Y860)✕	40.5K	QoQ 0.00% (+0) YoY -4.19% (-1.8K)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$245.3M)	QoQ +2.90% (+$47.8K) YoY +1.43% (-$23.9K)
Alphabet Inc.(GOOGcusip02079K107)	10.2K	QoQ -3.57% (-377) YoY +15.49% (+1.4K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$245.3M)	QoQ -20.89% (-$420.1K) YoY +18.51% (+$248.4K)
HCA Healthcare, Inc.(HCAcusip40412C101)	4.5K	QoQ -0.13% (-6) YoY +0.88% (+40)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$245.3M)	QoQ +14.97% (-$204.7K) YoY +4.53% (+$68.1K)
(cusip808524839)✕	66.9K	QoQ -9.19% (-6.8K) YoY +127.15% (+37.5K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$245.3M)	QoQ -7.35% (-$123.1K) YoY +14.36% (+$194.8K)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	71.1K	QoQ -6.63% (-5.0K) YoY -37.71% (-43.1K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$245.3M)	QoQ -13.73% (-$246.1K) YoY -35.66% (-$856.7K)
(cusip46137V241)✕	23.3K	QoQ 0.00% (-0) YoY -9.92% (-2.6K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$245.3M)	QoQ -1.02% (-$16.1K) YoY -1.09% (-$17.1K)