Portfolio (Quarterly)
Guide ↗
HHM Wealth Advisors, LLC
· CIK 0001750086| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | RALLIANT CORP | — | 250 | $13K | 0.00% | SOLD |
| 22 | ROP | ROPER TECHNOLOGIES INC | Industrials | 24 | $11K | 0.00% | SOLD |
| 23 | PECO | PHILLIPS EDISON & CO INC | Real Estate | 300 | $11K | 0.00% | SOLD |
| 24 | INGR | INGREDION INC | Consumer Defensive | 70 | $8K | 0.00% | SOLD |
| 25 | EQIX | EQUINIX INC | Real Estate | 10 | $8K | 0.00% | SOLD |
| 26 | — | SOUTHSTATE BK CORP | — | 75 | $7K | 0.00% | SOLD |
| 27 | UMBF | UMB FINL CORP | Financial Services | 56 | $6K | 0.00% | SOLD |
| 28 | RDDT | REDDIT INC | Communication Services | 26 | $6K | 0.00% | SOLD |
| 29 | DUSB | DIMENSIONAL ETF TRUST | — | 109 | $6K | 0.00% | SOLD |
| 30 | VAW | VANGUARD WORLD FD | — | 25 | $5K | 0.00% | SOLD |
| 31 | VEEV | VEEVA SYS INC | Healthcare | 21 | $5K | 0.00% | SOLD |
| 32 | RIOT | RIOT PLATFORMS INC | Financial Services | 325 | $4K | — | SOLD |
| 33 | ALLY | ALLY FINL INC | Financial Services | 90 | $4K | — | SOLD |
| 34 | VGSH | VANGUARD SCOTTSDALE FDS | — | 65 | $4K | — | SOLD |
| 35 | SHEL | SHELL PLC | Energy | 46 | $3K | — | SOLD |
| 36 | STWD | STARWOOD PPTY TR INC | Real Estate | 175 | $3K | — | SOLD |
| 37 | — | EXPAND ENERGY CORPORATION | — | 21 | $2K | — | SOLD |
| 38 | KVUE | KENVUE INC | Consumer Defensive | 95 | $2K | — | SOLD |
| 39 | VWOB | VANGUARD WHITEHALL FDS | — | 20 | $1K | — | SOLD |
| 40 | EMB | ISHARES TR | — | 13 | $1K | — | 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%