Hhm-Wealth-Advisors
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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified746 identified176 unidentified
Holdings
922 positions • $245.3M total value
Manager:
Search and click to pin securities to the top
Page 3 of 47
Shares:12.9K
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)
46432F859
Shares:24.6K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$245.3M)
Shares:6.3K
Value:$1.0M
% of Portfolio:0.4% ($1.0M/$245.3M)
Shares:2.1K
Value:$994.3K
% of Portfolio:0.4% ($994.3K/$245.3M)
92206C409
Shares:11.5K
Value:$906.4K
% of Portfolio:0.4% ($906.4K/$245.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
2.9K | All Managers (Combined) | $1.5M | 0.6% ($1.5M/$245.3M) | |||
2.7K | QoQ +1.84% (-49)YoY -2.69% (-75) | All Managers (Combined) | $1.4M | 0.6% ($1.4M/$245.3M) | ||
12.9K | QoQ -0.13% (-17)YoY -3.46% (-465) | All Managers (Combined) | $1.4M | 0.6% ($1.4M/$245.3M) | ||
Tesla, Inc.(TSLAcusip88160R101) | 5.3K | All Managers (Combined) | $1.4M | 0.6% ($1.4M/$245.3M) | ||
16.6K | All Managers (Combined) | $1.4M | 0.6% ($1.4M/$245.3M) | |||
EXXON MOBIL CORP(XOMcusip30231G102) | 11.4K | All Managers (Combined) | $1.4M | 0.6% ($1.4M/$245.3M) | ||
4.9K | QoQ +1.96% (-95)YoY +6.11% (+284) | All Managers (Combined) | $1.4M | 0.6% ($1.4M/$245.3M) | ||
(cusip78463X749)✕ | 30.1K | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$245.3M) | ||
NETFLIX INC(NFLXcusip64110L106) | 1.4K | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$245.3M) | ||
6.9K | QoQ 0.00% (-0) | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$245.3M) | ||
(cusip46432F859)✕ | 24.6K | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$245.3M) | ||
19.0K | QoQ +0.53% (+101)YoY -1.87% (-362) | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$245.3M) | ||
3.1K | All Managers (Combined) | $1.1M | 0.5% ($1.1M/$245.3M) | |||
6.3K | QoQ +0.11% (-7)YoY -6.61% (-443) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$245.3M) | ||
6.3K | QoQ -0.01% (-1) | All Managers (Combined) | $1.0M | 0.4% ($1.0M/$245.3M) | ||
2.1K | QoQ +1.92% (-40) | All Managers (Combined) | $994.3K | 0.4% ($994.3K/$245.3M) | ||
44.6K | All Managers (Combined) | $984.3K | 0.4% ($984.3K/$245.3M) | |||
12.6K | All Managers (Combined) | $919.2K | 0.4% ($919.2K/$245.3M) | |||
(cusip92206C409)✕ | 11.5K | All Managers (Combined) | $906.4K | 0.4% ($906.4K/$245.3M) | ||
6.6K | QoQ 0.00% (+0)YoY +2.28% (+147) | All Managers (Combined) | $892.1K | 0.4% ($892.1K/$245.3M) |