Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HHM WEALTH ADVISORS LLC | 02-05-2024 | 12-31-2023 | 756 | 574,676,330 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 51 | $1,056,629 | 6,696 | 0.00 | 0.00 | -740 | -9.95 | 12-31-2023 |
| CATERPILLAR INC | COM | 52 | $1,046,098 | 3,538 | 0.00 | 0.00 | -15 | -0.42 | 12-31-2023 |
| CISCO SYS INC | COM | 53 | $1,010,451 | 20,001 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WASTE MGMT INC DEL | COM | 54 | $994,770 | 5,554 | 0.00 | 0.00 | 5,472 | 6673.17 | 12-31-2023 |
