HHM Wealth Advisors, LLC Buys Schwab U.S. Small-Cap ETF, Schwab International Equity ETF, Emerson Electric Co, Sells JPMorgan Ultra-Short Income ETF, WisdomTree Global ex-US Real Estate Fund, Schwab U.S. Large-Cap ETF

Investment company HHM Wealth Advisors, LLC (Current Portfolio) buys Schwab U.S. Small-Cap ETF, Schwab International Equity ETF, Emerson Electric Co, JPMorgan Diversified Return International Equity E, The Home Depot Inc, sells JPMorgan Ultra-Short Income ETF, WisdomTree Global ex-US Real Estate Fund, Schwab U.S. Large-Cap ETF, Fidelity Dividend ETF for Rising Rates, Nuveen Select Tax Free Income Port 3 during the 3-months ended 2021Q4, according to the most recent filings of the investment company, HHM Wealth Advisors, LLC. As of 2021Q4, HHM Wealth Advisors, LLC owns 693 stocks with a total value of $414 million. These are the details of the buys and sells.

For the details of HHM Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hhm+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of HHM Wealth Advisors, LLC
  1. Schwab US Dividend Equity ETF (SCHD) - 1,007,816 shares, 19.66% of the total portfolio. Shares added by 3.17%
  2. Schwab U.S. Broad Market ETF (SCHB) - 463,126 shares, 12.63% of the total portfolio. Shares added by 3.13%
  3. Schwab U.S. Large-Cap Growth ETF (SCHG) - 286,622 shares, 11.33% of the total portfolio. Shares added by 4.97%
  4. Schwab U.S. Mid-Cap ETF (SCHM) - 387,036 shares, 7.51% of the total portfolio. Shares added by 8.60%
  5. BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 242,886 shares, 4.74% of the total portfolio. Shares added by 2.82%
New Purchase: Polaris Inc (PII)

HHM Wealth Advisors, LLC initiated holding in Polaris Inc. The purchase prices were between $102.55 and $132.2, with an estimated average price of $117.64. The stock is now traded at around $114.440000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,000 shares as of 2021-12-31.

New Purchase: Stanley Black & Decker Inc (SWK)

HHM Wealth Advisors, LLC initiated holding in Stanley Black & Decker Inc. The purchase prices were between $171.07 and $196.61, with an estimated average price of $184.83. The stock is now traded at around $174.360000. The impact to a portfolio due to this purchase was 0.03%. The holding were 565 shares as of 2021-12-31.

New Purchase: Invesco DWA Momentum ETF (PDP)

HHM Wealth Advisors, LLC initiated holding in Invesco DWA Momentum ETF. The purchase prices were between $87.79 and $100.94, with an estimated average price of $94.92. The stock is now traded at around $81.420000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,010 shares as of 2021-12-31.

New Purchase: AMETEK Inc (AME)

HHM Wealth Advisors, LLC initiated holding in AMETEK Inc. The purchase prices were between $123.11 and $147.41, with an estimated average price of $137.18. The stock is now traded at around $138.260000. The impact to a portfolio due to this purchase was 0.02%. The holding were 446 shares as of 2021-12-31.

New Purchase: Vista Outdoor Inc (VSTO)

HHM Wealth Advisors, LLC initiated holding in Vista Outdoor Inc. The purchase prices were between $38.51 and $48.52, with an estimated average price of $42.81. The stock is now traded at around $39.540000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,000 shares as of 2021-12-31.

New Purchase: Avery Dennison Corp (AVY)

HHM Wealth Advisors, LLC initiated holding in Avery Dennison Corp. The purchase prices were between $202.38 and $227.13, with an estimated average price of $214.01. The stock is now traded at around $193.130000. The impact to a portfolio due to this purchase was 0.02%. The holding were 300 shares as of 2021-12-31.

Added: Schwab U.S. Small-Cap ETF (SCHA)

HHM Wealth Advisors, LLC added to a holding in Schwab U.S. Small-Cap ETF by 22.41%. The purchase prices were between $97.28 and $109.61, with an estimated average price of $103.15. The stock is now traded at around $91.860000. The impact to a portfolio due to this purchase was 0.53%. The holding were 118,362 shares as of 2021-12-31.

Added: Schwab International Equity ETF (SCHF)

HHM Wealth Advisors, LLC added to a holding in Schwab International Equity ETF by 23.32%. The purchase prices were between $37.11 and $39.68, with an estimated average price of $38.6. The stock is now traded at around $37.600000. The impact to a portfolio due to this purchase was 0.45%. The holding were 251,781 shares as of 2021-12-31.

Added: Emerson Electric Co (EMR)

HHM Wealth Advisors, LLC added to a holding in Emerson Electric Co by 718.84%. The purchase prices were between $86.79 and $100.15, with an estimated average price of $94.1. The stock is now traded at around $96.590000. The impact to a portfolio due to this purchase was 0.17%. The holding were 8,303 shares as of 2021-12-31.

Added: JPMorgan Diversified Return International Equity E (JPIN)

HHM Wealth Advisors, LLC added to a holding in JPMorgan Diversified Return International Equity E by 41.59%. The purchase prices were between $56.53 and $59.94, with an estimated average price of $58.87. The stock is now traded at around $57.803700. The impact to a portfolio due to this purchase was 0.09%. The holding were 22,211 shares as of 2021-12-31.

Added: The Home Depot Inc (HD)

HHM Wealth Advisors, LLC added to a holding in The Home Depot Inc by 22.10%. The purchase prices were between $326.47 and $416.18, with an estimated average price of $382.21. The stock is now traded at around $364.810000. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,011 shares as of 2021-12-31.

Added: Lowe's Companies Inc (LOW)

HHM Wealth Advisors, LLC added to a holding in Lowe's Companies Inc by 1812.50%. The purchase prices were between $204 and $261.38, with an estimated average price of $238.68. The stock is now traded at around $234.110000. The impact to a portfolio due to this purchase was 0.05%. The holding were 765 shares as of 2021-12-31.

Sold Out: Nuveen Select Tax Free Income Port 3 (NXR)

HHM Wealth Advisors, LLC sold out a holding in Nuveen Select Tax Free Income Port 3. The sale prices were between $16.56 and $18.01, with an estimated average price of $17.16.

Sold Out: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

HHM Wealth Advisors, LLC sold out a holding in Invesco BulletShares 2021 Corporate Bond ETF. The sale prices were between $21.04 and $21.09, with an estimated average price of $21.07.

Sold Out: Fidelity Dividend ETF for Rising Rates (FDRR)

HHM Wealth Advisors, LLC sold out a holding in Fidelity Dividend ETF for Rising Rates. The sale prices were between $41.44 and $45.45, with an estimated average price of $43.55.

Sold Out: Advanced Micro Devices Inc (AMD)

HHM Wealth Advisors, LLC sold out a holding in Advanced Micro Devices Inc. The sale prices were between $100.34 and $161.91, with an estimated average price of $135.45.

Sold Out: BTC iShares International Dividend Growth ETF (IGRO)

HHM Wealth Advisors, LLC sold out a holding in BTC iShares International Dividend Growth ETF. The sale prices were between $64.3 and $68.08, with an estimated average price of $66.65.

Sold Out: Nuveen Select Tax Free Income Port 2 (NXQ)

HHM Wealth Advisors, LLC sold out a holding in Nuveen Select Tax Free Income Port 2. The sale prices were between $15.04 and $15.78, with an estimated average price of $15.49.



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