Hhm-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "HYT",
  "PINS",
  "RGEN",
  "TREX",
  "ARES",
  "HOOD",
  "ITRI",
  "ESGR",
  "NVR",
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  "AIR",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PLXS",
  "PBR-A",
  "AR",
  null,
  "ARW",
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  "STRL",
  "FLO",
  "RBC",
  null,
  null,
  "RF",
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  "SMCI",
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  null,
  "ARM",
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  "MU",
  null,
  null,
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  "KSS",
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  "MWA",
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  null,
  "KTB",
  "VONG",
  null,
  "ALL",
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  null,
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  null,
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  null,
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  "T",
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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,
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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,
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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,
  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,
  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,
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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,
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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,
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  null,
  null,
  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,
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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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  "APH",
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  "SONY",
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  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,
  "TTWO",
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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,
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  null,
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  null,
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  null,
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  null,
  "JCI",
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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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  "PH",
  null,
  "MO",
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  "ITOT",
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]

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 20 of 47

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Silicon Motion Technology CORP

SIMO|82706C108

Shares:840

Value:$42.5K

% of Portfolio:0.0% ($42.5K/$245.3M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:139

Value:$42.5K

% of Portfolio:0.0% ($42.5K/$245.3M)

CubeSmart

CUBE|229663109

Shares:987

Value:$42.2K

% of Portfolio:0.0% ($42.2K/$245.3M)

PIMCO Dynamic Income Fund

PDI|72201Y101

Shares:2.1K

Value:$42.0K

% of Portfolio:0.0% ($42.0K/$245.3M)

464287796

Shares:849

Value:$41.9K

% of Portfolio:0.0% ($41.9K/$245.3M)

Howmet Aerospace Inc.

HWM|443201108

Shares:317

Value:$41.1K

% of Portfolio:0.0% ($41.1K/$245.3M)

DOLLAR GENERAL CORP

DG|256677105

Shares:467

Value:$41.0K

% of Portfolio:0.0% ($41.0K/$245.3M)

SAP SE

SAP|803054204

Shares:152

Value:$40.8K

% of Portfolio:0.0% ($40.8K/$245.3M)

CRACKER BARREL OLD COUNTRY STORE, INC

CBRL|22410J106

Shares:1.0K

Value:$40.6K

% of Portfolio:0.0% ($40.6K/$245.3M)

46428Q109

Shares:1.3K

Value:$40.6K

% of Portfolio:0.0% ($40.6K/$245.3M)

Cigna Group

CI|125523100

Shares:123

Value:$40.5K

% of Portfolio:0.0% ($40.5K/$245.3M)

Phillips Edison & Company, Inc.

PECO|71844V201

Shares:1.1K

Value:$40.1K

% of Portfolio:0.0% ($40.1K/$245.3M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:275

Value:$39.9K

% of Portfolio:0.0% ($39.9K/$245.3M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:351

Value:$39.3K

% of Portfolio:0.0% ($39.3K/$245.3M)

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG|27829F108

Shares:4.8K

Value:$39.3K

% of Portfolio:0.0% ($39.3K/$245.3M)

KLA CORP

KLAC|482480100

Shares:57

Value:$38.7K

% of Portfolio:0.0% ($38.7K/$245.3M)

3M CO

MMM|88579Y101

Shares:263

Value:$38.6K

% of Portfolio:0.0% ($38.6K/$245.3M)

BWX Technologies, Inc.

BWXT|05605H100

Shares:390

Value:$38.5K

% of Portfolio:0.0% ($38.5K/$245.3M)

389930207

Shares:1.0K

Value:$38.0K

% of Portfolio:0.0% ($38.0K/$245.3M)

46435U853

Shares:1.0K

Value:$37.7K

% of Portfolio:0.0% ($37.7K/$245.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Silicon Motion Technology CORP(SIMOcusip82706C108)	840	QoQ -32.25% (-400) YoY NEW(+840)	All Managers (Combined)	$42.5K	0.0% ($42.5K/$245.3M)	QoQ -36.63% (-$24.6K) YoY NEW(+$42.5K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	139	QoQ 0.00% (+0) YoY NEW(+139)	All Managers (Combined)	$42.5K	0.0% ($42.5K/$245.3M)	QoQ +4.37% (+$1.8K) YoY NEW(+$42.5K)
CubeSmart(CUBEcusip229663109)	987	QoQ -4.63% (-48) YoY -4.63% (-48)	All Managers (Combined)	$42.2K	0.0% ($42.2K/$245.3M)	QoQ -4.94% (-$2.2K) YoY -9.93% (-$4.6K)
PIMCO Dynamic Income Fund(PDIcusip72201Y101)	2.1K	QoQ 0.00% (+0) YoY NEW(+2.1K)	All Managers (Combined)	$42.0K	0.0% ($42.0K/$245.3M)	QoQ +7.96% (+$3.1K) YoY NEW(+$42.0K)
(cusip464287796)✕	849	QoQ 0.00% (+0) YoY NEW(+849)	All Managers (Combined)	$41.9K	0.0% ($41.9K/$245.3M)	QoQ +8.18% (+$3.2K) YoY NEW(+$41.9K)
Howmet Aerospace Inc.(HWMcusip443201108)	317	QoQ +1764.70% (+300) YoY NEW(+317)	All Managers (Combined)	$41.1K	0.0% ($41.1K/$245.3M)	QoQ +2111.02% (+$39.3K) YoY NEW(+$41.1K)
DOLLAR GENERAL CORP(DGcusip256677105)	467	QoQ -5.65% (-28) YoY -2.30% (-11)	All Managers (Combined)	$41.0K	0.0% ($41.0K/$245.3M)	QoQ +9.40% (-$3.5K) YoY -44.99% (-$33.6K)
SAP SE(SAPcusip803054204)	152	QoQ -24.75% (-50) YoY -52.79% (-170)	All Managers (Combined)	$40.8K	0.0% ($40.8K/$245.3M)	QoQ -17.95% (-$8.9K) YoY -35.02% (-$22.0K)
CRACKER BARREL OLD COUNTRY STORE, INC(CBRLcusip22410J106)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$40.6K	0.0% ($40.6K/$245.3M)	QoQ -26.56% (-$14.7K) YoY -46.62% (-$35.5K)
(cusip46428Q109)✕	1.3K	QoQ -13.24% (-200) YoY NEW(+1.3K)	All Managers (Combined)	$40.6K	0.0% ($40.6K/$245.3M)	QoQ +2.10% (-$838) YoY NEW(+$40.6K)
Cigna Group(CIcusip125523100)	123	QoQ +26.80% (+26) YoY +26.80% (+26)	All Managers (Combined)	$40.5K	0.0% ($40.5K/$245.3M)	QoQ +51.07% (+$13.7K) YoY +14.86% (+$5.2K)
Phillips Edison & Company, Inc.(PECOcusip71844V201)	1.1K	QoQ -24.76% (-362) YoY -49.84% (-1.1K)	All Managers (Combined)	$40.1K	0.0% ($40.1K/$245.3M)	QoQ -26.70% (-$14.6K) YoY -48.97% (-$38.5K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	275	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$39.9K	0.0% ($39.9K/$245.3M)	QoQ -10.76% (-$4.8K) YoY -29.63% (-$16.8K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	351	QoQ +23.59% (+67) YoY +170.00% (+221)	All Managers (Combined)	$39.3K	0.0% ($39.3K/$245.3M)	QoQ +49.91% (+$13.1K) YoY +313.00% (+$29.8K)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund(EXGcusip27829F108)	4.8K	QoQ +2.11% (+100) YoY +866.00% (+4.3K)	All Managers (Combined)	$39.3K	0.0% ($39.3K/$245.3M)	QoQ +1.75% (+$677) YoY +863.67% (+$35.2K)
KLA CORP(KLACcusip482480100)	57	QoQ -14.92% (-10) YoY NEW(+57)	All Managers (Combined)	$38.7K	0.0% ($38.7K/$245.3M)	QoQ -8.21% (-$3.5K) YoY NEW(+$38.7K)
3M CO(MMMcusip88579Y101)	263	QoQ 0.00% (+0) YoY +80.13% (+117)	All Managers (Combined)	$38.6K	0.0% ($38.6K/$245.3M)	QoQ +13.76% (+$4.7K) YoY +149.40% (+$23.1K)
BWX Technologies, Inc.(BWXTcusip05605H100)	390	QoQ +34.48% (+100) YoY NEW(+390)	All Managers (Combined)	$38.5K	0.0% ($38.5K/$245.3M)	QoQ +19.09% (+$6.2K) YoY NEW(+$38.5K)
(cusip389930207)✕	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$38.0K	0.0% ($38.0K/$245.3M)	QoQ NEW(+$38.0K) YoY NEW(+$38.0K)
(cusip46435U853)✕	1.0K	QoQ 0.00% (+0) YoY -90.76% (-10.1K)	All Managers (Combined)	$37.7K	0.0% ($37.7K/$245.3M)	QoQ +0.05% (+$21) YoY -90.70% (-$368.3K)