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

Page 4 of 4

Sort by:

Palantir Technologies Inc.

PLTR|69608A108

Shares:4.1K

Value:$347.6K

% of Portfolio:0.3% ($347.6K/$126.1M)

921946406

VYM|921946406

Shares:2.6K

Value:$341.7K

% of Portfolio:0.3% ($341.7K/$126.1M)

COCA COLA CO

KO|191216100

Shares:4.7K

Value:$334.8K

% of Portfolio:0.3% ($334.8K/$126.1M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:648

Value:$331.8K

% of Portfolio:0.3% ($331.8K/$126.1M)

25434V799

Shares:11.5K

Value:$319.2K

% of Portfolio:0.3% ($319.2K/$126.1M)

Walmart Inc.

WMT|931142103

Shares:3.5K

Value:$307.7K

% of Portfolio:0.2% ($307.7K/$126.1M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:2.7K

Value:$296.5K

% of Portfolio:0.2% ($296.5K/$126.1M)

69374H881

Shares:5.4K

Value:$294.2K

% of Portfolio:0.2% ($294.2K/$126.1M)

46654Q609

Shares:3.9K

Value:$288.8K

% of Portfolio:0.2% ($288.8K/$126.1M)

69374H105

Shares:5.5K

Value:$283.0K

% of Portfolio:0.2% ($283.0K/$126.1M)

25434V864

Shares:5.8K

Value:$276.6K

% of Portfolio:0.2% ($276.6K/$126.1M)

46432F396

MTUM|46432F396

Shares:1.3K

Value:$256.3K

% of Portfolio:0.2% ($256.3K/$126.1M)

46429B697

USMV|46429B697

Shares:2.7K

Value:$255.7K

% of Portfolio:0.2% ($255.7K/$126.1M)

808524797

SCHD|808524797

Shares:8.7K

Value:$242.6K

% of Portfolio:0.2% ($242.6K/$126.1M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:1.2K

Value:$221.0K

% of Portfolio:0.2% ($221.0K/$126.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.8K

Value:$214.7K

% of Portfolio:0.2% ($214.7K/$126.1M)

81369Y803

XLK|81369Y803

Shares:1.0K

Value:$212.9K

% of Portfolio:0.2% ($212.9K/$126.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.2K

Value:$207.1K

% of Portfolio:0.2% ($207.1K/$126.1M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:4.9K

Value:$206.4K

% of Portfolio:0.2% ($206.4K/$126.1M)

46138E511

Shares:10.1K

Value:$113.3K

% of Portfolio:0.1% ($113.3K/$126.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	4.1K	QoQ +40.64% (+1.2K) YoY-	All Managers (Combined)	$347.6K	0.3% ($347.6K/$126.1M)	QoQ +56.95% (+$126.1K) YoY-
(VYMcusip921946406)	2.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$341.7K	0.3% ($341.7K/$126.1M)	QoQ +1.07% (+$3.6K) YoY-
COCA COLA CO(KOcusip191216100)	4.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$334.8K	0.3% ($334.8K/$126.1M)	QoQ +15.03% (+$43.7K) YoY-
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	648	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$331.8K	0.3% ($331.8K/$126.1M)	QoQ +9.10% (+$27.7K) YoY-
(cusip25434V799)✕	11.5K	QoQ NEW(+11.5K) YoY-	All Managers (Combined)	$319.2K	0.3% ($319.2K/$126.1M)	QoQ NEW(+$319.2K) YoY-
Walmart Inc.(WMTcusip931142103)	3.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$307.7K	0.2% ($307.7K/$126.1M)	QoQ -2.83% (-$9.0K) YoY-
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	2.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$296.5K	0.2% ($296.5K/$126.1M)	QoQ -5.77% (-$18.2K) YoY-
(cusip69374H881)✕	5.4K	QoQ -3.06% (-170) YoY-	All Managers (Combined)	$294.2K	0.2% ($294.2K/$126.1M)	QoQ -6.01% (-$18.8K) YoY-
(cusip46654Q609)✕	3.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$288.8K	0.2% ($288.8K/$126.1M)	QoQ -8.93% (-$28.3K) YoY-
(cusip69374H105)✕	5.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$283.0K	0.2% ($283.0K/$126.1M)	QoQ -3.72% (-$10.9K) YoY-
(cusip25434V864)✕	5.8K	QoQ NEW(+5.8K) YoY-	All Managers (Combined)	$276.6K	0.2% ($276.6K/$126.1M)	QoQ NEW(+$276.6K) YoY-
(MTUMcusip46432F396)	1.3K	QoQ -12.30% (-178) YoY-	All Managers (Combined)	$256.3K	0.2% ($256.3K/$126.1M)	QoQ -14.33% (-$42.9K) YoY-
(USMVcusip46429B697)	2.7K	QoQ -2.95% (-83) YoY-	All Managers (Combined)	$255.7K	0.2% ($255.7K/$126.1M)	QoQ +2.37% (-$5.9K) YoY-
(SCHDcusip808524797)	8.7K	QoQ -7.95% (-750) YoY-	All Managers (Combined)	$242.6K	0.2% ($242.6K/$126.1M)	QoQ -5.79% (-$14.9K) YoY-
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	1.2K	QoQ -45.66% (-1.0K) YoY-	All Managers (Combined)	$221.0K	0.2% ($221.0K/$126.1M)	QoQ -54.88% (-$268.8K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	1.8K	QoQ NEW(+1.8K) YoY-	All Managers (Combined)	$214.7K	0.2% ($214.7K/$126.1M)	QoQ NEW(+$214.7K) YoY-
(XLKcusip81369Y803)	1.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$212.9K	0.2% ($212.9K/$126.1M)	QoQ -11.19% (-$26.8K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	1.2K	QoQ -59.12% (-1.8K) YoY-	All Managers (Combined)	$207.1K	0.2% ($207.1K/$126.1M)	QoQ -53.13% (-$234.8K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	4.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$206.4K	0.2% ($206.4K/$126.1M)	QoQ -5.05% (-$11.0K) YoY-
(cusip46138E511)✕	10.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$113.3K	0.1% ($113.3K/$126.1M)	QoQ -2.68% (-$3.1K) YoY-