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 |
|---|---|---|---|---|
| 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% |
Holdings in SW
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,473 | 313 | Shares | Sole | 2026-04-17 | |
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