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  Name: HHM Wealth Advisors LLC
  City: CHATTANOOGA
  State: TN
  Zip: 37402
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $607,450,000
  Total Value Change : $33,102,000
  Securities Held Change : 0
   
All Securities Held : 740
  New Positions : 40
  Closed Positions : 43
  Increased Positions : 90
  Unchanged Positions : 506
  Decreased Positions : 104

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 38     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 143 New $0.00 $205,000 3,240 0.03% 205,000 3,240 0    N/A
   (FTC)1 Year Chart         FTC First Trust Large Cap Growt... 172 New $123.10 $149,000 1,209 0.02% 149,000 1,209 0.01    Closed - End Fund - Debt
   (FRD)1 Year Chart         FRD Friedman Industries Inc 257 New $18.30 $69,000 3,704 0.01% 69,000 3,704 0.053    Steel & Iron
   (STRL)1 Year Chart         STRL Sterling Construction Co Inc 274 New $130.56 $58,000 526 0.01% 58,000 526 0.002    Residential Construct...
   (URTH)1 Year Chart         URTH iShares Msci World 316 New $147.02 $43,000 297 0.01% 43,000 297 0    N/A
   (WST)1 Year Chart         WST West Pharmaceutical Service... 326 New $337.01 $40,000 100 0.01% 40,000 100 0    Rubber & Plastics
   (FXL)1 Year Chart         FXL First Trust Technology Alph... 348 New $135.53 $32,000 234 0.01% 32,000 234 0.002    Closed - End Fund - Debt
   (FNY)1 Year Chart         FNY First Trust Mid Cap Growth ... 350 New $74.86 $31,000 404 0.01% 31,000 404 0.029    N/A
   (LNC)1 Year Chart         LNC Lincoln National Corp 364 New $30.67 $29,000 913 0% 29,000 913 0    Life & Health Insurance
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 370 New $158.12 $28,000 176 0% 28,000 176 0    Closed - End Fund - E...
   (FDP)1 Year Chart         FDP Fresh Del Monte Produce Inc 378 New $23.64 $26,000 1,000 0% 26,000 1,000 0    Farm Products
   (FTXN)1 Year Chart         FTXN First Trust Nasdaq Oil And Gas 397 New $0.00 $22,000 666 0% 22,000 666 0    N/A
   (IWL)1 Year Chart         IWL iShares Trust 417 New $129.63 $19,000 150 0% 19,000 150 0    Closed - End Fund - Debt
   (LAZ)1 Year Chart         LAZ Lazard Ltd 438 New $34.80 $17,000 410 0% 17,000 410 0    Asset Management
   (PRGO)1 Year Chart         PRGO Perrigo Co 450 New $29.71 $16,000 510 0% 16,000 510 0    Drug Related Products
   (MODL)1 Year Chart         MODL Victoryshares Westend Us Se... 507 New $0.00 $11,000 320 0% 11,000 320 0    N/A
   (GGB)1 Year Chart         GGB Gerdau S.A. (ADR) 496 New $3.63 $11,000 2,425 0% 11,000 2,425 0    Steel & Iron
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 587 New $57.31 $7,000 125 0% 7,000 125 0    Closed - End Fund - F...
   (ICF)1 Year Chart         ICF iShares Tr Cohen & Steers 600 New $0.00 $6,000 102 0% 6,000 102 0    Closed - End Fund - E...
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 615 New $57.85 $6,000 100 0% 6,000 100 0    Closed - End Fund - Debt
   (SWK)1 Year Chart         SWK Stanley Black & Decker Inc 610 New $88.17 $6,000 60 0% 6,000 60 0    Small Tools & Accesso...
   (GCOW)1 Year Chart         GCOW Pacer Global Cash Cows Divi... 623 New $0.00 $5,000 133 0% 5,000 133 0    N/A
   (MDYG)1 Year Chart         MDYG streetTRACKS Series Trust -... 625 New $86.56 $5,000 53 0% 5,000 53 0    Closed - End Fund - E...
   (RWX)1 Year Chart         RWX Spdr Dj Wilshire Int 624 New $25.65 $5,000 205 0% 5,000 205 0    Closed - End Fund - E...
   (EXG)1 Year Chart         EXG Eaton Vance Tax-Managed Glo... 635 New $8.36 $4,000 500 0% 4,000 500 0    Closed - End Fund - E...
   (VTWO)1 Year Chart         VTWO Vanguard Russell 2000 Etf 648 New $84.24 $4,000 49 0% 4,000 49 0    N/A
   (SAVE)1 Year Chart         SAVE Spirit Airlines, Inc. 669 New $3.78 $3,000 585 0% 3,000 585 0    Major Airlines
   (PPA)1 Year Chart         PPA Invesco Aerospace & Defense... 658 New $105.73 $3,000 30 0% 3,000 30 0    Closed - End Fund - Debt
   (TILE)1 Year Chart         TILE InterFace Inc 657 New $15.51 $3,000 200 0% 3,000 200 0    Textile Manufacturing
   (CWH)1 Year Chart         CWH Camping World Holdings, Inc. 687 New $19.95 $1,000 20 0% 1,000 20 0    N/A
   (ICOW)1 Year Chart         ICOW Pacer Developed Markets Int... 699 New $0.00 $1,000 24 0% 1,000 24 0    N/A
   (AMR)1 Year Chart         AMR Alpha Metallurgical Resourc... 685 New $50.08 $1,000 3 0% 1,000 3 0.007    N/A
   (VFC)1 Year Chart         VFC VF Corp 703 New $12.46 $1,000 85 0% 1,000 85 0    Textile - Apparel Clo...
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 705 New $16.68 $1,000 69 0% 1,000 69 0    N/A
   (BUL)1 Year Chart         BUL Pacer Us Cash Cows Growth Etf 700 New $0.00 $1,000 24 0% 1,000 24 0    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 766 New $39.47 $0 1 0% 0 1 0    N/A
   (RUM)1 Year Chart         RUM Rumble Inc 773 New $7.31 $0 45 0% 0 45 0    N/A
   (RDFN)1 Year Chart         RDFN Redfin Corp 772 New $6.80 $0 20 0% 0 20 0    N/A

      38 Records Found
  1    
Page 1 of 1
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