Portfolio (Quarterly)
Guide ↗
HHM Wealth Advisors, LLC
· CIK 0001750086| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | XMAG | TIDAL TRUST II | — | 138 | $3K | — | SOLD |
| 42 | PSIX | POWER SOLUTIONS INTL INC | Industrials | 50 | $3K | — | SOLD |
| 43 | HE | HAWAIIAN ELEC INDS INC MTN B | Utilities | 200 | $3K | — | SOLD |
| 44 | AVAV | AEROVIRONMENT INC | Industrials | 15 | $3K | — | SOLD |
| 45 | VSS | VANGUARD INTL EQUITY INDEX F | — | 17 | $2K | — | SOLD |
| 46 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 101 | $2K | — | SOLD |
| 47 | VNQI | VANGUARD INTL EQUITY INDEX F | — | 47 | $2K | — | SOLD |
| 48 | — | DIRECT DIGITAL HOLDINGS INC | — | 2,000 | $2K | — | SOLD |
| 49 | CAVA | CAVA GROUP INC | Consumer Cyclical | 20 | $2K | — | SOLD |
| 50 | ETHA | ISHARES ETHEREUM TR | Financial Services | 100 | $2K | — | SOLD |
| 51 | CNC | CENTENE CORP DEL | Healthcare | 45 | $1K | — | SOLD |
| 52 | NXT | NEXTPOWER INC | Technology | 12 | $1K | — | SOLD |
| 53 | ZS | ZSCALER INC | Technology | 10 | $1K | — | SOLD |
| 54 | MLI | MUELLER INDS INC | Industrials | 10 | $1K | — | SOLD |
| 55 | — | WHEELS UP EXPERIENCE INC | — | 2,000 | $1K | — | SOLD |
| 56 | ABNB | AIRBNB INC | Consumer Cyclical | 7 | $884.0 | — | SOLD |
| 57 | NTES | NETEASE COM INC | Technology | 6 | $672.0 | — | SOLD |
| 58 | ADT | ADT INC DEL | Industrials | 100 | $657.0 | — | SOLD |
| 59 | CNDT | CONDUENT INC | Technology | 20 | $26.0 | — | SOLD |
| 60 | TRON | TRON INC | Consumer Cyclical | 3 | $7.0 | — | SOLD |
Sector Allocation
Technology
32.4%
Financial Services
16.0%
Industrials
13.1%
Consumer Cyclical
10.7%
Healthcare
7.6%
Communication Services
7.2%
Consumer Defensive
4.7%
Utilities
3.1%
Energy
3.1%
Real Estate
1.3%