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Portfolio (Quarterly) Guide ↗

HHM Wealth Advisors, LLC

· CIK 0001750086
13F Portfolio $996M AUM 905 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 83 New 186 Added 122 Reduced 62 Exited
Page 8 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LOW LOWES COS INC Consumer Cyclical 1,996.0 $440K 0.04% +18.0 +0.9% $220.51 -1.0%
142 DE DEERE & CO Industrials 689.0 $437K 0.04% +86.0 +14.3% $634.55 -6.1%
143 COF CAPITAL ONE FINL CORP Financial Services 2,132.0 $428K 0.04% $200.62 +11.3%
144 PEP PEPSICO INC Consumer Defensive 3,038.0 $411K 0.04% $135.41 +3.5%
145 VHT VANGUARD WORLD FD 1,365.0 $408K 0.04% $299.01 +6.6%
146 SNA SNAP ON INC Industrials 1,014.0 $408K 0.04% +14.0 +1.4% $402.40 -0.6%
147 TFC TRUIST FINL CORP Financial Services 8,078.0 $402K 0.04% $49.82 +5.8%
148 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 423.0 $396K 0.04% +24.0 +6.0% $936.45 +2.7%
149 MA MASTERCARD INCORPORATED Financial Services 769.0 $395K 0.04% +10.0 +1.3% $513.46 +11.5%
150 IAU ISHARES GOLD TR Financial Services 5,046.0 $381K 0.04% -61.0 -1.2% $75.51 +9.4%
151 SCHW SCHWAB CHARLES CORP Financial Services 4,112.0 $379K 0.04% -100.0 -2.4% $92.27 +21.3%
152 DIA STATE STR SPDR DOW JONES IND Financial Services 723.0 $378K 0.04% $522.39 +2.2%
153 IYW ISHARES TR 1,475.0 $372K 0.04% $252.23 -1.1%
154 IEMG ISHARES INC 4,232.0 $351K 0.04% +3K +287.9% $82.84 -3.2%
155 FNDC SCHWAB STRATEGIC TR 7,163.0 $348K 0.04% $48.56 +4.7%
156 ETN EATON CORP PLC Industrials 814.0 $347K 0.04% -47.0 -5.5% $426.12 +2.3%
157 MMIT NEW YORK LIFE INVTS ACTIVE E 14,208.0 $346K 0.04% NEW $24.35 -1.6%
158 SMBK SMARTFINANCIAL INC Financial Services 7,332.0 $344K 0.04% +2K +44.3% $46.92 +11.4%
159 VLO VALERO ENERGY CORP Energy 1,305.0 $340K 0.03% $260.44 +33.5%
160 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 693.0 $331K 0.03% +417.0 +151.1% $477.57 -13.4%
Page 8 of 45  ·  898 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%