HHM Wealth Advisors, LLC
Q4 2024 13F Holdings
- Locationchattanooga, TN
- Num holdings
1,010
- Value ($000)
$735,375
- Date Filed01/24/2025
- Form type13F-HR
- CIK0001750086
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $133.12M | 18 % | 4,872,578 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $95.67M | 13 % | 3,432,708 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $91.29M | 12 % | 4,021,769 | ||
KRE SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | $32.25M | 4 % | 1,111,856 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $31.82M | 4 % | 581,893 | ||
CALF PACER FDS TR | PACER US SMALL | 69374H857 | $28.26M | 4 % | 642,059 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $23.66M | 3 % | 265,615 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $22.03M | 3 % | 1,190,679 | ||
AAPL APPLE INC | COM | 037833100 | $17.35M | 2 % | 69,289 | ||
FNDE SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $14.76M | 2 % | 508,015 |
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