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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ETHAN ALLEN INTERIORS INC
Shares:160
Value:$2.8K
% of Portfolio:0.0% ($2.8K/$245.3M)
69374H857
Shares:72
Value:$2.7K
% of Portfolio:0.0% ($2.7K/$245.3M)
C. H. ROBINSON WORLDWIDE, INC.
Shares:26
Value:$2.7K
% of Portfolio:0.0% ($2.7K/$245.3M)
775109200
Shares:100
Value:$2.7K
% of Portfolio:0.0% ($2.7K/$245.3M)
Targa Resources Corp.
Shares:13
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$245.3M)
Cheniere Energy, Inc.
Shares:11
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$245.3M)
CHECK POINT SOFTWARE TECHNOLOGIES LTD
Shares:11
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$245.3M)
ARES CAPITAL CORP
Shares:112
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$245.3M)
ICON PLC
Shares:14
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$245.3M)
VODAFONE GROUP PUBLIC LTD CO
Shares:261
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$245.3M)
Constellation Energy Corp
Shares:12
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$245.3M)
37954Y715
Shares:85
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$245.3M)
Arthur J. Gallagher & Co.
Shares:7
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$245.3M)
Baker Hughes Co
Shares:54
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$245.3M)
METTLER TOLEDO INTERNATIONAL INC/
Shares:2
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$245.3M)
Brighthouse Financial, Inc.
Shares:40
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$245.3M)
RENTOKIL INITIAL PLC /FI
Shares:100
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$245.3M)
AST SpaceMobile, Inc.
Shares:100
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$245.3M)
MSCI Inc.
Shares:4
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$245.3M)
AMPHENOL CORP /DE/
Shares:34
Value:$2.2K
% of Portfolio:0.0% ($2.2K/$245.3M)