HHM Wealth Advisors, LLC
Top Portfolio Positions
600 positions ·
$149,085,577 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
68,780 | $17,455,676 | 11.71% | |
| MSFT |
Microsoft Corp
Technology
|
24,896 | $9,215,752 | 6.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
31,488 | $6,558,005 | 4.40% | |
| NVDA |
Nvidia Corp
Technology
|
24,783 | $4,322,155 | 2.90% | |
| UNM |
Unum Group
Financial Services
|
58,231 | $4,252,609 | 2.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,584 | $3,618,655 | 2.43% | |
| CAT |
Caterpillar Inc
Industrials
|
5,097 | $3,611,020 | 2.42% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,554 | $3,104,564 | 2.08% | |
| NSC |
Norfolk Southern Corp
Industrials
|
10,215 | $2,931,705 | 1.97% | |
| MSTR |
Strategy Inc
Technology
|
18,011 | $2,247,772 | 1.51% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,964 | 1,200 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $62,892 | 1,200 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $60,012 | 1,200 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $64,308 | 1,200 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $69,672 | 1,200 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $61,728 | 1,200 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $64,416 | 1,200 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $93,291 | 1,650 | Shares | Sole | 2024-08-07 | |
| No 13F history on record for this holder in this stock. | ||||||