Titelia

Holdings of HHM Wealth Advisors, LLC

767 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 69.9 % of the equity sleeve

Sector breakdown

  • Technology 5.0 %
  • Industrials 2.1 %
  • Consumer discretionary 1.8 %
  • Financials 1.6 %
  • Funds 1.6 %
  • Health care 1.4 %
  • Communication 1.2 %
  • Consumer staples 0.9 %
  • Utilities 0.5 %
  • Energy 0.5 %
  • Real estate 0.2 %
  • Materials 0.1 %
  • Unattributed 83.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • JP 0.2 %
  • GB 0.1 %
  • NL 0.0 %
  • IL 0.0 %
  • TW 0.0 %
  • AU 0.0 %
  • KY 0.0 %
  • DE 0.0 %
  • BR 0.0 %
  • BE 0.0 %
  • IT 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US740832.4M $99.68 %
2JP41.3M $0.16 %
3GB8607.9K $0.07 %
4NL1291.9K $0.03 %
5IL1104.2K $0.01 %
6TW193.3K $0.01 %
7AU291.2K $0.01 %
8KY372.2K $0.01 %
9DE126K $0.00 %
10BR322.5K $0.00 %
11BE116K $0.00 %
12IT13.5K $0.00 %

Positions

RankCompanySharesValueWeight
501BP PLC 30614.4K $
502Dimensional ETF Trust 42114.3K $
503Kratos Defense & Security Solutions, Inc. 20014.1K $
504iShares Select Dividend ETF 9314.1K $
505Prospect Capital Corp 5,37214K $
506Dimensional International Smal 40713.7K $
507Dimensional ETF Trust 34813.6K $
508iShares Trust 58913.5K $
509iShares Trust 60113.5K $
510RELX PLC 40613.5K $
511Diageo PLC 18013.4K $
512Getty Images Holdings Inc 16,82213.3K $
513CubeSmart 36013.2K $
514NVR Inc 213.2K $
515PPL Corp 34513.2K $
516Barclays PLC 62213.2K $
517Gentex Corp 60013.1K $
518Vanguard Charlotte Funds 27213.1K $
519HSBC Holdings PLC 15813K $
520iShares Trust 10012.8K $
521Zoetis Inc 10812.8K $
522AAR Corp 11612.7K $
523iShares U.S. Broker-Dealers & Securities Exchanges ETF 7712.6K $
524Flowserve Corp 17012.5K $
525Vanguard Short-term Bond Etf 15912.5K $
526VICI Properties Inc 45612.5K $
527CSX Corp 30012.3K $
528Plexus Corp 6012.2K $
529Vanguard Index Funds 4012.1K $
530Circle Internet Group Inc 12511.9K $
531Hartford Insurance Group Inc/The 8811.9K $
532VANGUARD WORLD FUND 3311.8K $
533CME Group Inc 4011.8K $
534Dexcom Inc 18811.8K $
535Lululemon Athletica Inc 7611.6K $
536Nasdaq Inc 13611.5K $
537Targa Resources Corp 4611.5K $
538Comcast Corp 39811.4K $
539MPLX LP 20011.4K $
540State Street SPDR S&P Kensho N 19511.4K $
541Super Micro Computer Inc 50011.4K $
542Crown Castle Inc 14011.4K $
543Vanguard Scottsdale Funds 19111.4K $
544iShares Russell Mid-Cap Value 7811.4K $
545Hewlett Packard Enterprise Co 47611.3K $
546iShares Select U.S. REIT ETF 18211.3K $
547ResMed Inc 5011.3K $
548Hasbro Inc 12011.2K $
549Vale SA 70011.1K $
550Corteva Inc 13211.1K $
551Coinbase Global Inc 6311K $
552T-Mobile US Inc 5211K $
553Scotts Miracle-Gro Co/The 18010.9K $
554Chewy Inc 40010.8K $
555Whirlpool Corp 20010.8K $
556Casella Waste Systems Inc 13410.6K $
557Citigroup Inc 9310.5K $
558iShares Broad USD Investment Grade Corporate Bond ETF 20410.5K $
559Petroleo Brasileiro SA - Petrobras 50010.4K $
560ManpowerGroup Inc 35010.3K $
561Ares Management Corp 9410.3K $
562Toll Brothers Inc 7510.2K $
563Oklo Inc 20510.2K $
564Moderna Inc 20010.2K $
565Vertiv Holdings Co 4010K $
566AvalonBay Communities, Inc. 6110K $
567Solv Energy Inc 3309.9K $
568Hexcel Corp 1229.9K $
569Citizens Financial Group Inc 1649.8K $
570Celanese Corp 1499.8K $
571Becton Dickinson & Co 629.7K $
572NIO Inc 1,6159.7K $
573Honda Motor Co Ltd 4009.7K $
574PIMCO (US) 2,0279.4K $
575VanEck Gold Miners ETF/USA 1009.2K $
576Western Asset High Income Fund II Inc. 2,2509K $
577Global Partners LP/MA 2008.4K $
578ServiceNow Inc 808.4K $
579UMH Properties Inc 5778.3K $
580Parsons Corp 1538.3K $
581Kimberly-Clark Corp 848.1K $
582Dow Inc 1928K $
583First Solar Inc 407.9K $
584Conagra Brands Inc 5007.9K $
585Dollar General Corp 667.8K $
586Allspring Income Opportunities Fund 1,2107.8K $
587State Street SPDR Portfolio TIPS ETF 3007.8K $
588QuantumScape Corp 1,2157.8K $
589Robinhood Markets Inc 1117.7K $
590First Eagle Overseas Equity ETF 1527.7K $
591J P Morgan Exchange Traded Fund Trust 1087.4K $
592Global X Lithium & Battery Tec 1007.4K $
593iShares Trust 907.4K $
594Ingersoll Rand Inc 927.4K $
595Rollins Inc 1387.4K $
596Monster Beverage Corp 1007.2K $
597MP Materials Corp 1507.2K $
598Vanguard World Fund 367.1K $
599WP Carey Inc 1047.1K $
600Fifth Third Bancorp 1527.1K $