Hmv-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ACN",
  "ABT",
  "GOOGL",
  "T",
  "AVGO",
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  "HD",
  null,
  null,
  "UNP",
  "META",
  null,
  "BBUS",
  "LRCX",
  "MPC",
  "MA",
  "MSFT",
  "NOC",
  null,
  null,
  "VGIT",
  "UNH",
  "AAPL",
  null,
  "NVDA",
  "PLTR",
  "PRU",
  "LMT",
  null,
  null,
  "ROP",
  "SYK",
  "TXN",
  "SCHW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VYM",
  "FI",
  "AEP",
  "AMZN",
  null,
  null,
  null,
  "BSV",
  "V",
  "WMT",
  null,
  "SCHD",
  "SCHG",
  "MTUM",
  "BAC",
  "BRK-B",
  "CSCO",
  "KO",
  "STZ",
  null,
  null,
  "DFAX",
  "DFAC",
  "USMV",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "AWK",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 80
Total Value: 126052185
Accession Number: 0001725547-25-001415
Form Type: 13F-HR
CIK: hmv-wealth-advisors
Manager Name: Hmv-Wealth-Advisors

Data Enrichment

66% identified

53 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

80 positions • $126.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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ABBOTT LABORATORIES

ABT|002824100

Shares:5.4K

Value:$712.6K

% of Portfolio:0.6% ($712.6K/$126.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:11.5K

Value:$710.1K

% of Portfolio:0.6% ($710.1K/$126.1M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:8.5K

Value:$664.7K

% of Portfolio:0.5% ($664.7K/$126.1M)

025072604

AVEM|025072604

Shares:10.9K

Value:$653.1K

% of Portfolio:0.5% ($653.1K/$126.1M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:5.8K

Value:$636.0K

% of Portfolio:0.5% ($636.0K/$126.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.2K

Value:$630.0K

% of Portfolio:0.5% ($630.0K/$126.1M)

808524409

Shares:22.7K

Value:$603.7K

% of Portfolio:0.5% ($603.7K/$126.1M)

UNION PACIFIC CORP

UNP|907818108

Shares:2.6K

Value:$602.6K

% of Portfolio:0.5% ($602.6K/$126.1M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:3.2K

Value:$577.9K

% of Portfolio:0.5% ($577.9K/$126.1M)

72201R205

Shares:10.7K

Value:$575.6K

% of Portfolio:0.5% ($575.6K/$126.1M)

922020805

Shares:10.0K

Value:$497.0K

% of Portfolio:0.4% ($497.0K/$126.1M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.1K

Value:$484.2K

% of Portfolio:0.4% ($484.2K/$126.1M)

Broadcom Inc.

AVGO|11135F101

Shares:2.8K

Value:$462.4K

% of Portfolio:0.4% ($462.4K/$126.1M)

81369Y605

Shares:8.3K

Value:$414.0K

% of Portfolio:0.3% ($414.0K/$126.1M)

025072349

Shares:6.3K

Value:$412.8K

% of Portfolio:0.3% ($412.8K/$126.1M)

American Water Works Company, Inc.

AWK|030420103

Shares:2.7K

Value:$403.5K

% of Portfolio:0.3% ($403.5K/$126.1M)

81369Y209

Shares:2.8K

Value:$402.4K

% of Portfolio:0.3% ($402.4K/$126.1M)

46641Q167

Shares:6.2K

Value:$394.5K

% of Portfolio:0.3% ($394.5K/$126.1M)

25434V401

Shares:6.3K

Value:$380.7K

% of Portfolio:0.3% ($380.7K/$126.1M)

NETFLIX INC

NFLX|64110L106

Shares:388

Value:$361.8K

% of Portfolio:0.3% ($361.8K/$126.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ABBOTT LABORATORIES(ABTcusip002824100)	5.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$712.6K	0.6% ($712.6K/$126.1M)	QoQ +17.27% (+$105.0K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	11.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$710.1K	0.6% ($710.1K/$126.1M)	QoQ +4.23% (+$28.9K) YoY-
SCHWAB CHARLES CORP(SCHWcusip808513105)	8.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$664.7K	0.5% ($664.7K/$126.1M)	QoQ +5.76% (+$36.3K) YoY-
(AVEMcusip025072604)	10.9K	QoQ NEW(+10.9K) YoY-	All Managers (Combined)	$653.1K	0.5% ($653.1K/$126.1M)	QoQ NEW(+$653.1K) YoY-
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	5.8K	QoQ -37.58% (-3.5K) YoY-	All Managers (Combined)	$636.0K	0.5% ($636.0K/$126.1M)	QoQ -26.05% (-$224.1K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.2K	QoQ -10.51% (-139) YoY-	All Managers (Combined)	$630.0K	0.5% ($630.0K/$126.1M)	QoQ +5.14% (-$30.8K) YoY-
(cusip808524409)✕	22.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$603.7K	0.5% ($603.7K/$126.1M)	QoQ +1.95% (+$11.6K) YoY-
UNION PACIFIC CORP(UNPcusip907818108)	2.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$602.6K	0.5% ($602.6K/$126.1M)	QoQ +3.59% (+$20.9K) YoY-
TEXAS INSTRUMENTS INC(TXNcusip882508104)	3.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$577.9K	0.5% ($577.9K/$126.1M)	QoQ -4.16% (-$25.1K) YoY-
(cusip72201R205)✕	10.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$575.6K	0.5% ($575.6K/$126.1M)	QoQ +3.29% (+$18.3K) YoY-
(cusip922020805)✕	10.0K	QoQ +14.48% (+1.3K) YoY-	All Managers (Combined)	$497.0K	0.4% ($497.0K/$126.1M)	QoQ +17.98% (+$75.8K) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$484.2K	0.4% ($484.2K/$126.1M)	QoQ -8.07% (-$42.5K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	2.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$462.4K	0.4% ($462.4K/$126.1M)	QoQ -27.78% (-$177.9K) YoY-
(cusip81369Y605)✕	8.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$414.0K	0.3% ($414.0K/$126.1M)	QoQ +3.06% (+$12.3K) YoY-
(cusip025072349)✕	6.3K	QoQ NEW(+6.3K) YoY-	All Managers (Combined)	$412.8K	0.3% ($412.8K/$126.1M)	QoQ NEW(+$412.8K) YoY-
American Water Works Company, Inc.(AWKcusip030420103)	2.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$403.5K	0.3% ($403.5K/$126.1M)	QoQ +18.49% (+$63.0K) YoY-
(cusip81369Y209)✕	2.8K	QoQ -3.19% (-91) YoY-	All Managers (Combined)	$402.4K	0.3% ($402.4K/$126.1M)	QoQ +2.74% (-$10.7K) YoY-
(cusip46641Q167)✕	6.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$394.5K	0.3% ($394.5K/$126.1M)	QoQ +0.37% (+$1.5K) YoY-
(cusip25434V401)✕	6.3K	QoQ NEW(+6.3K) YoY-	All Managers (Combined)	$380.7K	0.3% ($380.7K/$126.1M)	QoQ NEW(+$380.7K) YoY-
NETFLIX INC(NFLXcusip64110L106)	388	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$361.8K	0.3% ($361.8K/$126.1M)	QoQ +4.62% (+$16.0K) YoY-