HHM Wealth Advisors, LLC Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$841.3M

Holdings

862

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (862 positions)

StockValue
SCHDSCHWAB STRATEGIC TR
$137.5M
SCHBSCHWAB STRATEGIC TR
$130.3M
SCHGSCHWAB STRATEGIC TR
$110.0M
SPMDSPDR SERIES TRUST
$46.8M
CALFPACER FDS TR
$32.6M
SPTSSPDR SERIES TRUST
$32.1M
SCHFSCHWAB STRATEGIC TR
$27.7M
VNQVANGUARD INDEX FDS
$25.4M
FNDESCHWAB STRATEGIC TR
$17.2M
VIGVANGUARD SPECIALIZED FUNDS
$14.7M
AAPLAPPLE INC
$14.3M
SCHMSCHWAB STRATEGIC TR
$14.0M
FNDFSCHWAB STRATEGIC TR
$12.4M
SCHASCHWAB STRATEGIC TR
$12.2M
MSFTMICROSOFT CORP
$11.9M
AMZNAMAZON COM INC
$9.1M
MIGAMICROSTRATEGY INC
$7.3M
VUGVANGUARD INDEX FDS
$4.1M
USMVISHARES TR
$4.0M
TFISPDR SERIES TRUST
$3.9M
NVDANVIDIA CORPORATION
$3.8M
JPMJPMORGAN CHASE & CO.
$3.0M
HDHOME DEPOT INC
$2.8M
GOOGLALPHABET INC
$2.7M
JPUSJ P MORGAN EXCHANGE TRADED F
$2.6M
FNDASCHWAB STRATEGIC TR
$2.6M
NSCNORFOLK SOUTHN CORP
$2.5M
UNMUNUM GROUP
$2.5M
SFBSSERVISFIRST BANCSHARES INC
$2.4M
SGOVISHARES TR
$2.4M
CWISPDR INDEX SHS FDS
$2.4M
FNDBSCHWAB STRATEGIC TR
$2.3M
CATCATERPILLAR INC
$2.3M
IVVISHARES TR
$2.2M
MOATVANECK ETF TRUST
$2.2M
VVISA INC
$2.1M
TSLATESLA INC
$2.1M
RSPTINVESCO EXCHANGE TRADED FD T
$2.1M
SOSOUTHERN CO
$2.0M
LLYELI LILLY & CO
$2.0M
WMTWALMART INC
$2.0M
WMWASTE MGMT INC DEL
$1.9M
PGPROCTER AND GAMBLE CO
$1.9M
SCHHSCHWAB STRATEGIC TR
$1.8M
GOOGALPHABET INC
$1.8M
XLRESELECT SECTOR SPDR TR
$1.8M
NFLXNETFLIX INC
$1.7M
HCAHCA HEALTHCARE INC
$1.7M
VTEBVANGUARD MUN BD FDS
$1.7M
RFREGIONS FINANCIAL CORP NEW
$1.7M
ABBVABBVIE INC
$1.6M
SPHQINVESCO EXCHANGE TRADED FD T
$1.6M
VOOVANGUARD INDEX FDS
$1.5M
VTIVANGUARD INDEX FDS
$1.5M
NDQINVESCO QQQ TR
$1.5M
SCHZSCHWAB STRATEGIC TR
$1.3M
IWFISHARES TR
$1.3M
CSCOCISCO SYS INC
$1.3M
DXPEDXP ENTERPRISES INC
$1.3M
XOMEXXON MOBIL CORP
$1.2M
TMTOYOTA MOTOR CORP
$1.2M
ISTBISHARES TR
$1.2M
RSPINVESCO EXCHANGE TRADED FD T
$1.1M
SCHXSCHWAB STRATEGIC TR
$1.1M
UBERUBER TECHNOLOGIES INC
$1.1M
RWOSPDR INDEX SHS FDS
$1.1M
METAMETA PLATFORMS INC
$1.0M
UNHUNITEDHEALTH GROUP INC
$1.0M
VCSHVANGUARD SCOTTSDALE FDS
$992K
GEGE AEROSPACE
$976K
MAAMID-AMER APT CMNTYS INC
$925K
ORCLORACLE CORP
$899K
SDYSPDR SERIES TRUST
$892K
KOCOCA COLA CO
$870K
GQ9SPDR GOLD TR
$869K
BACBANK AMERICA CORP
$799K
SCHESCHWAB STRATEGIC TR
$790K
VYMVANGUARD WHITEHALL FDS
$779K
JNJJOHNSON & JOHNSON
$755K
PLTRPALANTIR TECHNOLOGIES INC
$755K
ABTABBOTT LABS
$749K
MLRMILLER INDS INC TENN
$745K
ILCGISHARES TR
$738K
BRK-BBERKSHIRE HATHAWAY INC DEL
$728K
MOALTRIA GROUP INC
$691K
DISDISNEY WALT CO
$681K
4I1PHILIP MORRIS INTL INC
$680K
CRWVCOREWEAVE INC
$679K
PNFPPINNACLE FINL PARTNERS INC
$678K
BXBLACKSTONE INC
$678K
IJHISHARES TR
$658K
UNPUNION PAC CORP
$658K
VBVANGUARD INDEX FDS
$645K
ITOTISHARES TR
$638K
RSPHINVESCO EXCHANGE TRADED FD T
$631K
IBITISHARES BITCOIN TRUST ETF
$622K
ACNACCENTURE PLC IRELAND
$620K
RTXRTX CORPORATION
$617K
NEENEXTERA ENERGY INC
$615K
OREALTY INCOME CORP
$598K
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