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",
  "AVGO",
  "APP",
  "LOW",
  "BRO",
  "CP.TO",
  "ARCC",
  null,
  "DNA",
  "FORM",
  "FLNC",
  "BSX",
  null,
  "LXP",
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  "DVAX",
  "LE",
  null,
  "LNC",
  "USA",
  null,
  "DUK",
  "PECO",
  "D",
  "MARA",
  "ETY",
  null,
  null,
  "M",
  "ROKU",
  "ESS",
  "EHC",
  "EBAY",
  null,
  "RGTI",
  "PDI",
  null,
  "RL",
  "QS",
  "PII",
  "PSEC",
  "PHK",
  "WTRG",
  "FUN",
  "SIMO",
  "SFBS",
  "EOG",
  null,
  null,
  "XXII",
  null,
  "UMH",
  "EAD",
  "EXPE",
  "EXPD",
  "FFIV",
  null,
  null,
  null,
  "PNR",
  null,
  "FCX",
  "ALGT",
  "FITB",
  "IBKR",
  "WEST",
  "HIX",
  "ETB",
  "DDD",
  null,
  null,
  null,
  "TERN",
  "NUVB",
  "GD",
  "GILD",
  "AGL",
  "GIS",
  "AOSL",
  "HLT",
  null,
  "AMPL",
  "HON",
  "HD",
  null,
  "HPQ",
  "AZN",
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "FTS",
  "FNV",
  null,
  "UNP",
  "QCOM",
  "IPGP",
  "LAMR",
  "ISRG",
  "FRD",
  "GLP",
  null,
  "HSBC",
  "HUBS",
  null,
  null,
  "HLI",
  "HMC",
  "HWM",
  null,
  "ITW",
  "INGR",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "MLR",
  "LUNR",
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "SWK",
  null,
  null,
  "UEIC",
  null,
  null,
  "IQV",
  "IONQ",
  "CHI",
  null,
  null,
  "HPF",
  null,
  "PRT",
  "KMI",
  null,
  "LHX",
  "LRCX",
  "LAZ",
  "ICF",
  "IWS",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  "EXG",
  null,
  "YCBD",
  "LASE",
  "MPC",
  "MMC",
  "TLRY",
  null,
  "PWR",
  "MRVL",
  "MA",
  "EXEL",
  "PODD",
  "RTO",
  "MDT",
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "CORZ",
  "MS",
  "DXPE",
  "TMUS",
  "NDAQ",
  "EQIX",
  "EQT",
  "ETD",
  "EXC",
  "ETSY",
  "EVR",
  "EVRG",
  "FCNCA",
  "FICO",
  null,
  "FHN",
  "FLS",
  "FTV",
  "GE",
  "HE",
  "GPC",
  "HXL",
  "GWRE",
  null,
  "NTRS",
  "INCY",
  "HIG",
  "NVS",
  "TEVA",
  "OXY",
  "OMC",
  "ODFL",
  null,
  null,
  "ORLY",
  "ICLR",
  "SMR",
  "BX",
  "AMP",
  "FAST",
  "DG",
  "IJR",
  "ANET",
  null,
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  null,
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  null,
  "VGIT",
  null,
  "VHT",
  "DOC",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  "IRM",
  null,
  "DNP",
  "PGR",
  "IEMG",
  "HTGC",
  null,
  "IVV",
  null,
  "PBR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  null,
  "HLN",
  "NVDA",
  null,
  "GS",
  null,
  "ENB",
  "INTC",
  "LDOS",
  "TU",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "PSTG",
  "MAN",
  "LPLA",
  "MPW",
  "AMGN",
  "KVUE",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "DGX",
  "PPG",
  "REGN",
  null,
  null,
  "ROK",
  "IEFA",
  "SPGI",
  "RELX",
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "O",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  "BP",
  null,
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "TYL",
  "UBER",
  "UAL",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "PNFP",
  "MET",
  "NG",
  "DTM",
  "VXF",
  "AGNC",
  "LTC",
  "RCL",
  "VOE",
  "OGE",
  "ASTS",
  "MRNA",
  "SCHW",
  "MNST",
  "UMBF",
  null,
  "SUN",
  null,
  "PNW",
  "STAG",
  null,
  "VWO",
  null,
  "JBL",
  null,
  "LPX",
  null,
  null,
  null,
  "TRMK",
  null,
  "EXP",
  "CSWC",
  "EME",
  "VIG",
  null,
  "LAD",
  "LSCC",
  "TTE",
  "TRGP",
  "SMBK",
  "TOST",
  "TSCO",
  "ULTA",
  "IWO",
  "PTON",
  "GT",
  "SU",
  "WY",
  null,
  "MTD",
  "DFH",
  "PATH",
  "GDDY",
  "SNY",
  "GL",
  null,
  "TSM",
  "GSK",
  null,
  "GPN",
  null,
  "RMD",
  "EAF",
  null,
  null,
  "BN.TO",
  "VTR",
  "VYM",
  "DD",
  "K",
  "TT",
  "VRSK",
  "GPK",
  "VRT",
  "HAE",
  "R",
  "PRGO",
  "RYAN",
  "ONB",
  "RGLD",
  "NFG",
  "PSN",
  "MAT",
  "MSM",
  "ATO",
  "ADSK",
  "AON",
  "SSB",
  "AEE",
  "GM",
  "UAA",
  "SF",
  "STWD",
  "TOL",
  "USFD",
  "ALB",
  "AFL",
  "UBSI",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "VFC",
  "AVB",
  "EL",
  "SDY",
  "FI",
  "EPAM",
  "CPAY",
  "DRI",
  "NTRA",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FOX",
  "FTNT",
  "IWP",
  "EFX",
  "IR",
  "MIDD",
  null,
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  null,
  "DTI",
  "FLNG",
  "FDP",
  "GOOD",
  "GETY",
  "TILE",
  null,
  "IPG",
  null,
  null,
  "IDXX",
  null,
  "BIPC",
  "UA",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "OLN",
  "SCHB",
  "NIO",
  null,
  "TTWO",
  "CLF",
  "IVE",
  "LCID",
  "HCA",
  "PFG",
  "LUV",
  null,
  "PLUG",
  "IVZ",
  "HOG",
  "LMAT",
  "RMBS",
  null,
  "HII",
  "AMC",
  null,
  "AL",
  "KD",
  "TPL",
  null,
  null,
  "UCB",
  null,
  null,
  "HBAN",
  "DKNG",
  "ACM",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VYMI",
  "VALE",
  null,
  null,
  "VTWO",
  "VTEB",
  "VBR",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VEEV",
  "VTRS",
  "V",
  "VSCO",
  "VST",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WCC",
  "WFC",
  "WST",
  "WELL",
  "WHR",
  "WTW",
  "WMB",
  null,
  "WDS",
  "KLG",
  "WPC",
  "WYNN",
  "XEL",
  "WDAY",
  "WKC",
  "YUM",
  "XPO",
  "ZBRA",
  "IUSG",
  "ZIP",
  "SOLV",
  null,
  null,
  "LNT",
  "GRMN",
  "GNTX",
  null,
  "FOXA",
  "MTB",
  "CNQ",
  "GEN",
  null,
  "SCHD",
  "ET",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  "IMKTA",
  "SCHF",
  "ALRM",
  "SCHA",
  "LW",
  "JNPR",
  "MSCI",
  "NSC",
  "MHK",
  "KEY",
  null,
  "JCI",
  "NXPI",
  "LH",
  "MFC",
  "MKL",
  "MGM",
  "EMBC",
  null,
  "SO",
  "TTD",
  "SPXC",
  "TRMB",
  "TRP",
  "OKTA",
  "PSX",
  "CRM",
  "SNAP",
  "STN",
  "RBLX",
  null,
  null,
  "TDY",
  "SYY",
  "DIA",
  "ORI",
  null,
  null,
  "DINO",
  "LII",
  "LYV",
  null,
  null,
  "IUSV",
  null,
  "GEV",
  "CHWY",
  "MELI",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  "PEGA",
  "NVT",
  "EXR",
  "GWW",
  null,
  "NTAP",
  "PSA",
  "UDR",
  "SYF",
  "NUE",
  "PAYC",
  "FDX",
  null,
  "STLA",
  null,
  "MKTX",
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "OZK",
  "BBWI",
  "BCS",
  "BK",
  null,
  "BAX",
  "BDX",
  "BHP",
  "BJ",
  "BBY",
  "BA",
  null,
  "BLNK",
  "BHF",
  "BMY",
  "BTI",
  "BF-B",
  "BIP",
  "BR",
  "CHRW",
  "BHRB",
  "BWXT",
  "CWH",
  "CCJ",
  "CWST",
  "CVNA",
  "CARR",
  "CCL",
  "CE",
  "CBRE",
  "CBL",
  "CAVA",
  "CASY",
  "CELH",
  "CC",
  "CVX",
  "CIM",
  "GTLS",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CLX",
  "CLNE",
  "CLSK",
  "CME",
  "KO",
  "CGNX",
  "CBSH",
  "COIN",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "CODI",
  "CFLT",
  "CVGI",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CBRL",
  "CRWD",
  "CVLG",
  "CVS",
  "CSX",
  "CUBE",
  "CW",
  "DHR",
  "DELL",
  "DAR",
  "DAY",
  "DE",
  "DSGX",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  "DFS",
  "DLR",
  "DOCN",
  "RSP",
  "IJT",
  null,
  "EFA",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "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 4 of 47

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COCA COLA CO

KO|191216100

Shares:12.4K

Value:$887.6K

% of Portfolio:0.4% ($887.6K/$245.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.0K

Value:$829.5K

% of Portfolio:0.3% ($829.5K/$245.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.8K

Value:$795.6K

% of Portfolio:0.3% ($795.6K/$245.3M)

UNION PACIFIC CORP

UNP|907818108

Shares:3.3K

Value:$781.8K

% of Portfolio:0.3% ($781.8K/$245.3M)

ABBOTT LABORATORIES

ABT|002824100

Shares:5.7K

Value:$757.4K

% of Portfolio:0.3% ($757.4K/$245.3M)

921946406

VYM|921946406

Shares:5.8K

Value:$753.4K

% of Portfolio:0.3% ($753.4K/$245.3M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:17.7K

Value:$739.1K

% of Portfolio:0.3% ($739.1K/$245.3M)

ONEOK INC /NEW/

OKE|682680103

Shares:7.3K

Value:$728.6K

% of Portfolio:0.3% ($728.6K/$245.3M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:12.1K

Value:$727.9K

% of Portfolio:0.3% ($727.9K/$245.3M)

808524706

Shares:26.2K

Value:$723.7K

% of Portfolio:0.3% ($723.7K/$245.3M)

Meta Platforms, Inc.

META|30303M102

Shares:1.2K

Value:$711.8K

% of Portfolio:0.3% ($711.8K/$245.3M)

GENERAL ELECTRIC CO

GE|369604301

Shares:3.5K

Value:$699.3K

% of Portfolio:0.3% ($699.3K/$245.3M)

Accenture plc

ACN|G1151C101

Shares:2.1K

Value:$658.4K

% of Portfolio:0.3% ($658.4K/$245.3M)

46137V332

Shares:21.6K

Value:$643.9K

% of Portfolio:0.3% ($643.9K/$245.3M)

Blackstone Inc.

BX|09260D107

Shares:4.6K

Value:$640.9K

% of Portfolio:0.3% ($640.9K/$245.3M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:8.9K

Value:$631.9K

% of Portfolio:0.3% ($631.9K/$245.3M)

464287507

IJH|464287507

Shares:10.6K

Value:$619.7K

% of Portfolio:0.3% ($619.7K/$245.3M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.7K

Value:$619.5K

% of Portfolio:0.3% ($619.5K/$245.3M)

REALTY INCOME CORP

O|756109104

Shares:10.7K

Value:$618.2K

% of Portfolio:0.3% ($618.2K/$245.3M)

464287119

Shares:7.6K

Value:$617.5K

% of Portfolio:0.3% ($617.5K/$245.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COCA COLA CO(KOcusip191216100)	12.4K	QoQ +18.44% (+1.9K) YoY +111.55% (+6.5K)	All Managers (Combined)	$887.6K	0.4% ($887.6K/$245.3M)	QoQ +36.25% (+$236.2K) YoY +147.65% (+$529.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	5.0K	QoQ -1.74% (-89) YoY +46.55% (+1.6K)	All Managers (Combined)	$829.5K	0.3% ($829.5K/$245.3M)	QoQ +12.66% (-$93.3K) YoY +53.62% (+$289.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.8K	QoQ -1.63% (-46) YoY +104.21% (+1.4K)	All Managers (Combined)	$795.6K	0.3% ($795.6K/$245.3M)	QoQ +17.05% (-$115.9K) YoY +186.03% (+$517.4K)
UNION PACIFIC CORP(UNPcusip907818108)	3.3K	QoQ 0.00% (+0) YoY +37.93% (+910)	All Managers (Combined)	$781.8K	0.3% ($781.8K/$245.3M)	QoQ +3.59% (+$27.2K) YoY +32.48% (+$191.7K)
ABBOTT LABORATORIES(ABTcusip002824100)	5.7K	QoQ -12.35% (-805) YoY +58.34% (+2.1K)	All Managers (Combined)	$757.4K	0.3% ($757.4K/$245.3M)	QoQ +2.78% (-$20.5K) YoY +84.80% (+$347.6K)
(VYMcusip921946406)	5.8K	QoQ +0.10% (+6) YoY -6.84% (-429)	All Managers (Combined)	$753.4K	0.3% ($753.4K/$245.3M)	QoQ +1.17% (+$8.8K) YoY -0.70% (-$5.3K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	17.7K	QoQ +4.99% (-843) YoY +10.49% (+1.7K)	All Managers (Combined)	$739.1K	0.3% ($739.1K/$245.3M)	QoQ -0.31% (-$2.3K) YoY +21.59% (+$131.3K)
ONEOK INC /NEW/(OKEcusip682680103)	7.3K	QoQ -1.92% (-144) YoY +1531.77% (+6.9K)	All Managers (Combined)	$728.6K	0.3% ($728.6K/$245.3M)	QoQ -3.07% (-$23.1K) YoY +1919.49% (+$692.5K)
ALTRIA GROUP, INC.(MOcusip02209S103)	12.1K	QoQ -3.16% (-396) YoY +78.33% (+5.3K)	All Managers (Combined)	$727.9K	0.3% ($727.9K/$245.3M)	QoQ +11.15% (-$73.0K) YoY +145.38% (+$431.2K)
(cusip808524706)✕	26.2K	QoQ -0.34% (-91) YoY +19.75% (+4.3K)	All Managers (Combined)	$723.7K	0.3% ($723.7K/$245.3M)	QoQ +3.17% (-$22.3K) YoY +30.75% (+$170.2K)
Meta Platforms, Inc.(METAcusip30303M102)	1.2K	QoQ -7.55% (-101) YoY +1.47% (+18)	All Managers (Combined)	$711.8K	0.3% ($711.8K/$245.3M)	QoQ -9.00% (-$70.4K) YoY +20.45% (+$120.9K)
GENERAL ELECTRIC CO(GEcusip369604301)	3.5K	QoQ -0.45% (-16) YoY -10.27% (-400)	All Managers (Combined)	$699.3K	0.3% ($699.3K/$245.3M)	QoQ +19.45% (-$113.9K) YoY +2.31% (-$15.8K)
Accenture plc(ACNcusipG1151C101)	2.1K	QoQ -0.47% (-10) YoY +976.53% (+1.9K)	All Managers (Combined)	$658.4K	0.3% ($658.4K/$245.3M)	QoQ -11.71% (-$87.4K) YoY +869.15% (+$590.5K)
(cusip46137V332)✕	21.6K	QoQ +15.16% (+2.9K) YoY +132.99% (+12.4K)	All Managers (Combined)	$643.9K	0.3% ($643.9K/$245.3M)	QoQ +16.93% (+$93.2K) YoY +118.04% (+$348.6K)
Blackstone Inc.(BXcusip09260D107)	4.6K	QoQ -1.07% (-50) YoY +251.88% (+3.3K)	All Managers (Combined)	$640.9K	0.3% ($640.9K/$245.3M)	QoQ -19.80% (-$158.3K) YoY +274.40% (+$469.7K)
NEXTERA ENERGY INC(NEEcusip65339F101)	8.9K	QoQ -2.17% (-198) YoY +490.72% (+7.4K)	All Managers (Combined)	$631.9K	0.3% ($631.9K/$245.3M)	QoQ -3.26% (-$21.3K) YoY +555.36% (+$535.5K)
(IJHcusip464287507)	10.6K	QoQ -0.02% (-3) YoY +1.91% (-200)	All Managers (Combined)	$619.7K	0.3% ($619.7K/$245.3M)	QoQ -6.38% (-$42.2K) YoY -2.09% (-$13.2K)
LOWES COMPANIES INC(LOWcusip548661107)	2.7K	QoQ -51.05% (-2.8K) YoY +735.22% (+2.3K)	All Managers (Combined)	$619.5K	0.3% ($619.5K/$245.3M)	QoQ -53.74% (-$719.7K) YoY +664.71% (+$538.5K)
REALTY INCOME CORP(Ocusip756109104)	10.7K	QoQ -0.29% (-32) YoY +548.23% (+9.0K)	All Managers (Combined)	$618.2K	0.3% ($618.2K/$245.3M)	QoQ +8.28% (-$47.3K) YoY +595.08% (+$529.3K)
(cusip464287119)✕	7.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$617.5K	0.3% ($617.5K/$245.3M)	QoQ -9.60% (-$65.7K) YoY +7.29% (+$42.0K)