HHM Wealth Advisors, LLC
- SEC CIK
- 0001750086
- Latest filing
- Jul 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 23, 2021. Long positions only.
- Positions
- 610
- No 13F data for Q4 2020
- Portfolio value
- $323.3M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 910,691 | $66.4M | 20.5% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 459,135 | $44.4M | 13.7% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 255,834 | $33.2M | 10.3% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 319,908 | $23.8M | 7.4% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 226,719 | $15.7M | 4.9% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 86,741 | $7.97M | 2.5% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 75,136 | $7.49M | 2.3% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 230,661 | $7.09M | 2.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 47,786 | $7.03M | 2.2% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 160,775 | $6.05M | 1.9% | – | – | – |
| AAPLApple Inc. | Stock | 45,838 | $5.60M | 1.7% | – | – | History |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 43,951 | $4.01M | 1.2% | – | – | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 66,413 | $3.14M | 1.0% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 59,858 | $3.07M | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 12,297 | $2.90M | 0.9% | – | – | History |
| SPDR Series Trust78468R721 | STATE STREET SPD | 53,956 | $2.79M | 0.9% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 85,827 | $2.75M | 0.9% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 32,903 | $2.71M | 0.8% | – | – | – |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 51,518 | $2.64M | 0.8% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 9,404 | $2.52M | 0.8% | – | – | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 48,025 | $2.43M | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 671 | $2.08M | 0.6% | – | – | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 18,304 | $1.62M | 0.5% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 9,546 | $1.35M | 0.4% | – | – | – |
| VVisa Inc. | Stock | 5,881 | $1.25M | 0.4% | – | – | History |
| HDHome Depot, Inc. | Stock | 3,573 | $1.09M | 0.3% | – | – | History |
| SOSouthern Co | Stock | 16,898 | $1.05M | 0.3% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 5,454 | $1.03M | 0.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 482 | $994.0K | 0.3% | – | – | History |
| Schwab U.S. REIT ETF808524847 | ETF | 21,399 | $879.0K | 0.3% | – | – | – |
| ZEUSOlympic Steel Inc | COM | 28,576 | $842.0K | 0.3% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,893 | $814.0K | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 3,500 | $812.0K | 0.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 5,955 | $806.0K | 0.2% | – | – | History |
| FRDFriedman Industries Inc | COM | 99,404 | $804.0K | 0.2% | – | – | History |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 2,897 | $782.0K | 0.2% | – | – | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 12,520 | $764.0K | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 9,785 | $754.0K | 0.2% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,840 | $732.0K | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 4,802 | $731.0K | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,835 | $724.0K | 0.2% | – | – | History |
| TWITitan International Inc | COM | 77,236 | $717.0K | 0.2% | – | – | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 13,262 | $715.0K | 0.2% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 7,045 | $677.0K | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 13,054 | $675.0K | 0.2% | – | – | History |
| WisdomTree Tr97717W331 | GLB EX US RL EST | 25,178 | $668.0K | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 4,000 | $657.0K | 0.2% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 12,481 | $633.0K | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 3,430 | $633.0K | 0.2% | – | – | History |
| BACBank of America Corp | Stock | 16,288 | $630.0K | 0.2% | – | – | History |
| MAAMid America Apartment Communities Inc. | COM | 4,300 | $621.0K | 0.2% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,342 | $609.0K | 0.2% | – | – | – |
| GEGeneral Electric Co | COM | 46,010 | $604.0K | 0.2% | – | – | History |
| UNPUnion Pacific Corp | Stock | 2,679 | $591.0K | 0.2% | – | – | History |
| UBERUber Technologies, Inc | Stock | 10,805 | $589.0K | 0.2% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,590 | $579.0K | 0.2% | – | – | – |
| TMToyota Motor Corp | ADS | 3,621 | $565.0K | 0.2% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,129 | $518.0K | 0.2% | – | – | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,692 | $488.0K | 0.2% | – | – | – |
| INTCIntel Corp | Stock | 7,285 | $466.0K | 0.1% | – | – | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 6,893 | $450.0K | 0.1% | – | – | – |
| KOCoca Cola Co | Stock | 8,321 | $439.0K | 0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 1,757 | $437.0K | 0.1% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 20,004 | $433.0K | 0.1% | – | – | – |
| NKENIKE, Inc. | Stock | 3,007 | $400.0K | 0.1% | – | – | History |
| DEDeere & Co | Stock | 1,052 | $393.0K | 0.1% | – | – | History |
| TTDTrade Desk, Inc. | Stock | 601 | $392.0K | 0.1% | – | – | History |
| TAT&T Inc. | Stock | 12,930 | $391.0K | 0.1% | – | – | History |
| CVXChevron Corp | Stock | 3,611 | $378.0K | 0.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,746 | $361.0K | 0.1% | – | – | – |
| DALDelta Air Lines, Inc. | COM NEW | 7,481 | $361.0K | 0.1% | – | – | History |
| TXNTexas Instruments Inc | Stock | 1,888 | $357.0K | 0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 6,109 | $356.0K | 0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 6,200 | $346.0K | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 3,176 | $344.0K | 0.1% | – | – | History |
| CYHCommunity Health Systems Inc | COM | 25,250 | $341.0K | 0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 6,655 | $340.0K | 0.1% | – | – | History |
| MDTMedtronic plc | Stock | 2,852 | $337.0K | 0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 160 | $331.0K | 0.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 881 | $328.0K | 0.1% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,684 | $328.0K | 0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,752 | $327.0K | 0.1% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 14,788 | $322.0K | 0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 608 | $317.0K | 0.1% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 1,365 | $312.0K | 0.1% | – | – | – |
| OKTAOkta, Inc. | CL A | 1,400 | $309.0K | 0.1% | – | – | History |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 14,641 | $309.0K | 0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 5,165 | $300.0K | 0.1% | – | – | History |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 7,975 | $299.0K | 0.1% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,648 | $288.0K | 0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,026 | $287.0K | 0.1% | – | – | History |
| BABoeing Co | Stock | 1,117 | $285.0K | 0.1% | – | – | History |
| CINFCincinnati Financial Corp | COM | 2,633 | $271.0K | 0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 4,999 | $270.0K | 0.1% | – | – | History |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 6,610 | $261.0K | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 381 | $254.0K | 0.1% | – | – | History |
| HONHoneywell International Inc | COM | 1,158 | $251.0K | 0.1% | – | – | History |
| AXPAmerican Express Co | Stock | 1,771 | $250.0K | 0.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 2,012 | $241.0K | 0.1% | – | – | History |
| MUMicron Technology Inc | Stock | 2,700 | $238.0K | 0.1% | – | – | History |