HHM Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$705M
Signature - Title
Gina Cook - Compliance Officer
Location
Chattanooga, TN
Summary
This page shows a list of all the recent 13F filings made by HHM Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HHM Wealth Advisors, LLC reported 780 stock holdings with total value $705M as of Q3 2024. Top holdings included SCHD, SCHG, SCHB, SPTS, and SPMD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 780 $705M +$24.7M -$28.6M -$3.87M SCHD, SCHG, SCHB, SPTS, SPMD 13F-HR 11/12/2024, 02:54 PM
Q2 2024 785 $665M +$66.5M -$10.4M +$56.1M SCHD, SCHB, SCHG, SPMD, CALF 13F-HR 8/7/2024, 03:58 PM
Q1 2024 740 $607M +$35.9M -$43.5M -$7.59M SCHD, SCHB, SCHG, CALF, SPMD 13F-HR 5/14/2024, 10:57 AM
Q4 2023 740 $574M +$19.9M -$13.3M +$6.52M SCHD, SCHB, SCHG, SCHM, CALF 13F-HR 2/5/2024, 12:17 PM
Q3 2023 784 $512M +$17.3M -$18.6M -$1.23M SCHD, SCHB, SCHG, SCHM, CALF 13F-HR 11/3/2023, 03:27 PM
Q2 2023 800 $533M +$20.4M -$4.69M +$15.7M SCHD, SCHG, SCHB, SCHM, SCHF 13F-HR 8/11/2023, 05:43 PM
Q1 2023 814 $490M +$38M -$6.18M +$31.8M SCHD, SCHG, SCHB, SCHM, SCHF 13F-HR 5/2/2023, 03:54 PM
Q4 2022 693 $437M +$32.5M -$5.43M +$27.1M SCHD, SCHB, SCHG, SCHM, SCHF 13F-HR 1/19/2023, 02:34 PM
Q3 2022 638 $380M +$29.6M -$15.8M +$13.8M SCHD, SCHB, SCHG, SCHM, SCHF 13F-HR 11/4/2022, 01:55 PM
Q2 2022 773 $390M +$34.5M -$7.34M +$27.2M SCHD, SCHB, SCHG, SCHM, VNQ 13F-HR 8/8/2022, 04:13 PM
Q1 2022 693 $428M +$104M -$18.5M +$85.7M SCHD, SCHB, SCHG, SCHM, VNQ 13F-HR 4/27/2022, 02:12 PM
Q4 2021 667 $414M +$21.9M -$3.64M +$18.2M SCHD, SCHB, SCHG, SCHM, USMV 13F-HR 2/3/2022, 02:22 PM
Q3 2021 622 $368M +$10.1M -$6.16M +$3.97M SCHD, SCHB, SCHG, SCHM, USMV 13F-HR 11/2/2021, 03:29 PM
Q2 2021 611 $368M +$28.5M -$3.75M +$24.7M SCHD, SCHB, SCHG, SCHM, USMV 13F-HR 7/27/2021, 03:55 PM
Q1 2021 579 $323M +$20.6M -$10.7M +$9.84M SCHD, SCHB, SCHG, SCHM, USMV 13F-HR 4/23/2021, 03:54 PM
Q4 2020 529 $291M +$8.09M -$3.28M +$4.8M SCHD, SCHB, SCHG, SCHM, USMV 13F-HR 1/28/2021, 11:05 AM
Q3 2020 500 $250M +$9.83M -$12.6M -$2.77M SCHD, SCHB, SCHG, SCHM, USMV 13F-HR 11/12/2020, 03:02 PM
Q2 2020 479 $239M +$9.42M -$12M -$2.61M SCHD, SCHB, SCHG, SCHM, USMV 13F-HR 8/13/2020, 01:53 PM
Q1 2020 460 $205M +$47.6M -$5.17M +$42.4M SCHD, SCHB, SCHG, SCHM, USMV 13F-HR 5/12/2020, 02:11 PM
Q4 2019 87 $208M +$28.1M -$7.56M +$20.5M SCHD, SCHG, SCHB, SCHM, JPUS 13F-HR 2/12/2020, 11:55 AM
Q3 2019 79 $176M +$8.17M -$3.54M +$4.63M SCHD, SCHG, SCHB, SCHM, JPUS 13F-HR 11/13/2019, 04:29 PM
Q2 2019 74 $170M +$10M -$782K +$9.25M SCHD, SCHG, SCHB, SCHM, JPUS 13F-HR 8/13/2019, 04:27 PM
Q1 2019 73 $156M +$7.17M -$4.18M +$2.99M SCHD, SCHB, SCHG, SCHM, JPUS 13F-HR 5/14/2019, 05:11 PM
Q4 2018 62 $136M $0 $0 SCHD, SCHB, SCHG, SCHM, FNDB 13F-HR 2/13/2019, 04:25 PM