Portfolio (Quarterly)
Guide ↗
HHM Wealth Advisors, LLC
· CIK 0001750086| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 6,144 | $586K | 0.07% | SOLD |
| 2 | — | CADENCE BANK | — | 4,245 | $182K | 0.02% | SOLD |
| 3 | — | ASTRAZENECA PLC | — | 1,164 | $107K | 0.01% | SOLD |
| 4 | FXI | ISHARES TR | — | 2,700 | $103K | 0.01% | SOLD |
| 5 | LW | LAMB WESTON HLDGS INC | Consumer Defensive | 2,400 | $101K | 0.01% | SOLD |
| 6 | GEN | GEN DIGITAL INC | Technology | 2,780 | $76K | 0.01% | SOLD |
| 7 | DDWM | WISDOMTREE TR | — | 1,354 | $59K | 0.01% | SOLD |
| 8 | — | FIDELITY COVINGTON TRUST | — | 700 | $52K | 0.01% | SOLD |
| 9 | CRK | COMSTOCK RES INC | Energy | 2,200 | $51K | 0.01% | SOLD |
| 10 | IUSV | ISHARES TR | — | 488 | $50K | 0.01% | SOLD |
| 11 | UFOX | ETF SER SOLUTIONS | — | 740 | $47K | 0.01% | SOLD |
| 12 | FTV | FORTIVE CORP | Technology | 750 | $41K | 0.01% | SOLD |
| 13 | ICOP | ISHARES TR | — | 653 | $29K | 0.00% | SOLD |
| 14 | STIP | ISHARES TR | — | 267 | $27K | 0.00% | SOLD |
| 15 | TROX | TRONOX HOLDINGS PLC | Basic Materials | 6,000 | $25K | 0.00% | SOLD |
| 16 | CBRL | CRACKER BARREL OLD CTRY STOR | Consumer Cyclical | 980 | $25K | 0.00% | SOLD |
| 17 | PPLT | ABRDN PLATINUM ETF TRUST | Financial Services | 133 | $25K | 0.00% | SOLD |
| 18 | DFGX | DIMENSIONAL ETF TRUST | — | 294 | $15K | 0.00% | SOLD |
| 19 | DFCF | DIMENSIONAL ETF TRUST | — | 359 | $15K | 0.00% | SOLD |
| 20 | TSN | TYSON FOODS INC | Consumer Defensive | 225 | $13K | 0.00% | SOLD |
Sector Allocation
Technology
30.1%
Financial Services
16.2%
Industrials
12.6%
Consumer Cyclical
10.8%
Healthcare
8.2%
Communication Services
6.8%
Consumer Defensive
5.5%
Energy
3.9%
Utilities
3.5%
Real Estate
1.5%