Hhm-Wealth-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
Hhm-Wealth-Advisors
Data Enrichment
81% identified
746 identified176 unidentified

Holdings

922 positions • $245.3M total value
Manager:
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UNITEDHEALTH GROUP INC
Shares:2.9K
Value:$1.5M
% of Portfolio:0.6% ($1.5M/$245.3M)
922908363
Shares:2.7K
Value:$1.4M
% of Portfolio:0.6% ($1.4M/$245.3M)
PINNACLE FINANCIAL PARTNERS INC
Shares:12.9K
Value:$1.4M
% of Portfolio:0.6% ($1.4M/$245.3M)
Tesla, Inc.
Shares:5.3K
Value:$1.4M
% of Portfolio:0.6% ($1.4M/$245.3M)
DXP ENTERPRISES INC
Shares:16.6K
Value:$1.4M
% of Portfolio:0.6% ($1.4M/$245.3M)
EXXON MOBIL CORP
Shares:11.4K
Value:$1.4M
% of Portfolio:0.6% ($1.4M/$245.3M)
922908769
Shares:4.9K
Value:$1.4M
% of Portfolio:0.6% ($1.4M/$245.3M)
78463X749
Shares:30.1K
Value:$1.3M
% of Portfolio:0.5% ($1.3M/$245.3M)
NETFLIX INC
Shares:1.4K
Value:$1.3M
% of Portfolio:0.5% ($1.3M/$245.3M)
TOYOTA MOTOR CORP/
Shares:6.9K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$245.3M)
46432F859
Shares:24.6K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$245.3M)
CISCO SYSTEMS, INC.
Shares:19.0K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$245.3M)
464287614
Shares:3.1K
Value:$1.1M
% of Portfolio:0.5% ($1.1M/$245.3M)
46137V357
Shares:6.3K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$245.3M)
MID AMERICA APARTMENT COMMUNITIES INC.
Shares:6.3K
Value:$1.0M
% of Portfolio:0.4% ($1.0M/$245.3M)
INVESCO QQQ TRUST, SERIES 1
Shares:2.1K
Value:$994.3K
% of Portfolio:0.4% ($994.3K/$245.3M)
808524201
Shares:44.6K
Value:$984.3K
% of Portfolio:0.4% ($984.3K/$245.3M)
Uber Technologies, Inc
Shares:12.6K
Value:$919.2K
% of Portfolio:0.4% ($919.2K/$245.3M)
92206C409
Shares:11.5K
Value:$906.4K
% of Portfolio:0.4% ($906.4K/$245.3M)
78464A763
Shares:6.6K
Value:$892.1K
% of Portfolio:0.4% ($892.1K/$245.3M)