Portfolio (Quarterly)
Guide ↗
HHM Wealth Advisors, LLC
· CIK 0001750086| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | CNEQ | THE ALGER ETF TRUST | — | 33 | $1K | — | SOLD |
| 42 | TLT | ISHARES TR | — | 13 | $1K | — | SOLD |
| 43 | FRMI | FERMI INC | Utilities | 100 | $800.0 | — | SOLD |
| 44 | ECL | ECOLAB INC | Basic Materials | 3 | $788.0 | — | SOLD |
| 45 | EMLC | VANECK ETF TRUST | — | 25 | $646.0 | — | SOLD |
| 46 | DFNM | DIMENSIONAL ETF TRUST | — | 12 | $579.0 | — | SOLD |
| 47 | MBB | ISHARES TR | — | 6 | $572.0 | — | SOLD |
| 48 | — | CONFLUENT INC | — | 15 | $454.0 | — | SOLD |
| 49 | — | CHIPMOS TECHNOLOGIES INC | — | 7 | $208.0 | — | SOLD |
| 50 | — | BLOCK INC | — | 3 | $196.0 | — | SOLD |
| 51 | CWH | CAMPING WORLD HLDGS INC | Consumer Cyclical | 20 | $195.0 | — | SOLD |
| 52 | — | AGILON HEALTH INC | — | 4 | $3.0 | — | SOLD |
| 53 | — | DIGITAL CURRENCY X TECHNOLOG | — | 1 | $1.0 | — | 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%