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HHM Wealth Advisors, LLC

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13F filer, CIK 1750086, CHATTANOOGA, TN

HHM Wealth Advisors, LLC reported holdings worth $735,374,678 (the sum of its rows) across 1,010 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-24. The total stated on the cover page is $20,481,528. Its ten largest share positions make up 66.66% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001750086-25-000002

The cover page states a total of $20,481,528, 97% less than the sum of the rows, $735,374,678. This page uses the sum of the rows.

Period
2024-12-31
Value, sum of rows
$735M
Stated on the cover page
$20.5M
Holdings
1,010
Top 10 weight
66.66%
New
273
Sold out
43

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHDadded+3,286,917$89.8M
SCHGadded+2,565,582$71.5M
SCHBadded+2,678,507$60.8M
SCHFadded+610,777$11.3M
SCHMadded+343,256$9.51M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BITXexited-52,003-$1.48M
SFBSreduced-8,192-$694K
RFreduced-14,169-$333K
QQQreduced-584-$299K
VOOreduced-447-$241K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001750086-25-000002, largest first. % of portfolio is the value over $735,374,678, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares 2$70<0.01%0Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares 2$68<0.01%newTimeline
CBDMD INCCBDMD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares 67$26<0.01%0
UNITY BIOTECHNOLOGY INC COM…UNITY BIOTECHNOLOGY INC COM NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares 25$25<0.01%0
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares 1$18<0.01%newTimeline
ACBAURORA CANNABIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares 2$9<0.01%0Timeline
AGLAGILON HEALTH INC COM (DE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares 4$8<0.01%0Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares 1$3<0.01%0Timeline
NKLAQNIKOLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares 2$3<0.01%0Timeline
NULLNULLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares 3$2<0.01%0

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BITXVOLATILITY SHS TR52,003$1.48Mshares
ARISTA NETWORKS INCARISTA NETWORKS INC340$130Kshares
ISHARESISHARES3,700$93.3Kshares
MASIMASIMO CORP625$83.3Kshares
BLACKROCK INCBLACKROCK INC80$75.8Kshares
MGCVANGUARD WORLD FD210$43.4Kshares
ISHARES TRISHARES TR1,750$42Kshares
SOFISOFI TECHNOLOGIES INC3,450$27.1Kshares
VECTOR GROUP LTDVECTOR GROUP LTD1,536$22.9Kshares
Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF3,740$21.1Kshares
OSISKO GOLD ROYALTIES LTDOSISKO GOLD ROYALTIES LTD1,015$18.8Kshares
LBTYALIBERTY GLOBAL LTD600$12.7Kshares
BCEBCE INC360$12.5Kshares
ENPHENPHASE ENERGY INC105$11.9Kshares
GGBGERDAU SA2,910$10.2Kshares
VBKVANGUARD INDEX FDS35$9.36Kshares
SILVERCREST METALS INCSILVERCREST METALS INC1,000$9.25Kshares
BARCLAYS BANK PLCBARCLAYS BANK PLC350$9.09Kshares
BOCBOSTON OMAHA CORP450$6.69Kshares
RWXSPDR INDEX SHS FDS205$5.65Kshares
DHTDHT HOLDINGS INC500$5.51Kshares
ARIAPOLLO COML REAL ESTATE FIN600$5.51Kshares
BROOKFIELD INFRASTRUCT FCLA…BROOKFIELD INFRASTRUCT FCLASS …121$5.26Kshares
GCOWPACER FDS TR133$4.85Kshares
ROKUROKU INC65$4.85Kshares
REMXVANECK ETF TRUST100$4.61Kshares
IEPICAHN ENTERPRISES LP338$4.57Kshares
FRMEFIRST MERCHANTS CORP122$4.54Kshares
FLGFLAGSTAR BANK NATIONAL ASSOC333$3.74Kshares
DOUGDOUGLAS ELLIMAN INC804$1.47Kshares
CGCCANOPY GROWTH CORPORATION272$1.31Kshares
ENSGENSIGN GROUP INC9$1.29Kshares
SPIRIT AIRLS INCSPIRIT AIRLS INC400$960shares
TELLURIAN INC NEWTELLURIAN INC NEW980$949shares
DRAGONFLY ENERGY HOLDINGS CODRAGONFLY ENERGY HOLDINGS CO1,300$689shares
JAZZJAZZ PHARMACEUTICALS PLC6$669shares
BITFBITFARMS LTD145$306shares
DBAINVESCO DB MULTI-SECTOR COMM6$157shares
CENNCENNTRO INC100$117shares
CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INC81$111shares
CRONCRONOS GROUP INC10$22shares
PINEAPPLE ENERGY INCPINEAPPLE ENERGY INC21$3shares
Volcon Inc (US) OLDVolcon Inc (US) OLD1$2shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001750086-25-000002 base2025-01-24acceptance time not in the bulk data set