Long-term investor
Hhm Wealth Advisors, LLC @hhmwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001750086).
Record
- Tracked since 2025-06-30 (448 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months n/a · 1 year +18.0% · all +18.0%
- Max drawdown n/a · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524797 · 16.9% · long · since 2025-06-30
- 808524102 · 15.3% · long · since 2025-06-30
- 808524300 · 12.7% · long · since 2025-06-30
- 78464A847 · 5.8% · long · since 2025-06-30
- 78468R101 · 3.8% · long · since 2025-06-30
- 808524805 · 3.1% · long · since 2025-06-30
- 922908553 · 3.1% · long · since 2025-06-30
- 025072877 · 2.8% · long · since 2026-03-31
- 808524755 · 2.0% · long · since 2025-06-30
- AAPL · 2.0% · long · since 2025-06-30
- 808524730 · 1.9% · long · since 2025-06-30
- 921908844 · 1.8% · long · since 2025-06-30