0001750086-20-000003.txt : 20200813 0001750086-20-000003.hdr.sgml : 20200813 20200813135321 ACCESSION NUMBER: 0001750086-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200813 DATE AS OF CHANGE: 20200813 EFFECTIVENESS DATE: 20200813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HHM Wealth Advisors, LLC CENTRAL INDEX KEY: 0001750086 IRS NUMBER: 621783502 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19191 FILM NUMBER: 201098641 BUSINESS ADDRESS: STREET 1: 1200 MARKET STREET CITY: CHATTANOOGA STATE: TN ZIP: 37402 BUSINESS PHONE: 423-826-1670 MAIL ADDRESS: STREET 1: 1200 MARKET STREET CITY: CHATTANOOGA STATE: TN ZIP: 37402 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001750086 XXXXXXXX 06-30-2020 06-30-2020 HHM Wealth Advisors, LLC

1200 MARKET STREET CHATTANOOGA TN 37402

13F HOLDINGS REPORT 028-19191 N Gina Cook 423-933-1816 Gina H. 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532457108 286 1745 SH SOLE 0 0 1745 LIQUID MEDIA GROUP LTD NEW COM NEW 53634Q204 1 1000 SH SOLE 0 0 1000 LOCKHEED MARTIN CORP COM 539830109 101 277 SH SOLE 0 0 277 LOWES COS INC COM 548661107 5 40 SH SOLE 0 0 40 MFA FINL INC COM 55272X102 5 2200 SH SOLE 0 0 2200 MPLX LP COM UNIT REP LTD 55336V100 4 218 SH SOLE 0 0 218 MV OIL TR TR UNITS 553859109 2 550 SH SOLE 0 0 550 MAIN STR CAP CORP COM 56035L104 31 1000 SH SOLE 0 0 1000 MARATHON PETE CORP COM 56585A102 3 69 SH SOLE 0 0 69 MASIMO CORP COM 574795100 114 500 SH SOLE 0 0 500 MASTERCARD INCORPORATED CL A 57636Q104 191 645 SH SOLE 0 0 645 MCDONALDS CORP COM 580135101 102 551 SH SOLE 0 0 551 MEDICAL PPTYS TRUST INC COM 58463J304 11 600 SH SOLE 0 0 600 MERCK & CO. INC COM 58933Y105 685 8855 SH SOLE 0 0 8855 METLIFE INC COM 59156R108 19 528 SH SOLE 0 0 528 MICROSOFT CORP COM 594918104 2219 10902 SH SOLE 0 0 10902 MICROCHIP TECHNOLOGY INC. COM 595017104 55 527 SH SOLE 0 0 527 MICRON TECHNOLOGY INC COM 595112103 139 2700 SH SOLE 0 0 2700 MID-AMER APT CMNTYS INC COM 59522J103 493 4300 SH SOLE 0 0 4300 MODERNA INC COM 60770K107 16 250 SH SOLE 0 0 250 MOHAWK INDS INC COM 608190104 96 948 SH SOLE 0 0 948 MONDELEZ INTL INC CL A 609207105 54 1049 SH SOLE 0 0 1049 MORGAN STANLEY COM NEW 617446448 37 757 SH SOLE 0 0 757 MOTOROLA SOLUTIONS INC COM NEW 620076307 5 39 SH SOLE 0 0 39 MUELLER WTR PRODS INC COM SER A 624758108 72 7672 SH SOLE 0 0 7672 NRG ENERGY INC COM NEW 629377508 26 800 SH SOLE 0 0 800 NETFLIX INC COM 64110L106 102 225 SH SOLE 0 0 225 NETEASE INC SPONSORED ADS 64110W102 4 9 SH SOLE 0 0 9 NEUROCRINE BIOSCIENCES INC COM 64125C109 32 260 SH SOLE 0 0 260 NEXTERA ENERGY INC COM 65339F101 30 125 SH SOLE 0 0 125 NIKE INC CL B 654106103 277 2828 SH SOLE 0 0 2828 NOKIA CORP SPONSORED ADR 654902204 1 300 SH SOLE 0 0 300 NORFOLK SOUTHERN CORP COM 655844108 1550 8827 SH SOLE 0 0 8827 NOVARTIS AG SPONSORED ADR 66987V109 100 1147 SH SOLE 0 0 1147 NOVO-NORDISK A S ADR 670100205 81 1240 SH SOLE 0 0 1240 NUVEEN SELECT MAT MUN FD SH BEN INT 67061T101 51 5000 SH SOLE 0 0 5000 NUVEEN SELECT TAX-FREE INCOM SH BEN INT 67062F100 83 5300 SH SOLE 0 0 5300 NUVEEN SELECT TAX FREE INCOM SH BEN INT 67063C106 55 3700 SH SOLE 0 0 3700 NUVEEN SELECT TAX FREE INCOM SH BEN INT 67063X100 88 5450 SH SOLE 0 0 5450 NVIDIA CORPORATION COM 67066G104 109 286 SH SOLE 0 0 286 NUTRIEN LTD COM 67077M108 6 200 SH SOLE 0 0 200 OCCIDENTAL PETE CORP COM 674599105 9 476 SH SOLE 0 0 476 OKTA INC CL A 679295105 280 1400 SH SOLE 0 0 1400 OLIN CORP COM PAR $1 680665205 44 3815 SH SOLE 0 0 3815 OLYMPIC STEEL INC COM 68162K106 336 28576 SH SOLE 0 0 28576 ORACLE CORP COM 68389X105 106 1913 SH SOLE 0 0 1913 OTIS WORLDWIDE CORP COM 68902V107 19 331 SH SOLE 0 0 331 PG&E CORP COM 69331C108 3 363 SH SOLE 0 0 363 PNC FINL SVCS GROUP INC COM 693475105 26 250 SH SOLE 0 0 250 PPG INDS INC COM 693506107 12 111 SH SOLE 0 0 111 PPL CORP COM 69351T106 3 100 SH SOLE 0 0 100 PAYPAL HLDGS INC COM 70450Y103 121 696 SH SOLE 0 0 696 PEPSICO INC COM 713448108 216 1636 SH SOLE 0 0 1636 PFIZER INC COM 717081103 109 3346 SH SOLE 0 0 3346 PHILIP MORRIS INTL INC COM 718172109 69 984 SH SOLE 0 0 984 PHILLIPS 66 COM 718546104 107 1489 SH SOLE 0 0 1489 PHYSICIANS RLTY TR COM 71943U104 2 115 SH SOLE 0 0 115 PIMCO ETF TR ACTIVE BD ETF 72201R775 52 470 SH SOLE 0 0 470 PINNACLE FINL PARTNERS INC COM 72346Q104 999 23780 SH SOLE 0 0 23780 PLUG POWER INC COM NEW 72919P202 0 1 SH SOLE 0 0 1 PRICE T ROWE GROUP INC COM 74144T108 36 289 SH SOLE 0 0 289 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17 400 SH SOLE 0 0 400 PROCTER AND GAMBLE CO COM 742718109 830 6939 SH SOLE 0 0 6939 PROLOGIS INC. COM 74340W103 6 63 SH SOLE 0 0 63 PROSHARES TR LARGE CAP CRE 74347R248 127 1785 SH SOLE 0 0 1785 PROSHARES TR S&P 500 DV ARIST 74348A467 13 200 SH SOLE 0 0 200 PRUDENTIAL FINL INC COM 744320102 37 600 SH SOLE 0 0 600 PRUDENTIAL PLC ADR 74435K204 3 87 SH SOLE 0 0 87 QTS RLTY TR INC COM CL A 74736A103 3 40 SH SOLE 0 0 40 QUALCOMM INC COM 747525103 77 843 SH SOLE 0 0 843 RAYTHEON TECHNOLOGIES CORP COM 75513E101 111 1808 SH SOLE 0 0 1808 REGIONS FINANCIAL CORP NEW COM 7591EP100 59 5291 SH SOLE 0 0 5291 RELIANT BANCORP INC COM 75956B101 117 7185 SH SOLE 0 0 7185 RESIDEO TECHNOLOGIES INC COM 76118Y104 0 18 SH SOLE 0 0 18 RETAIL VALUE INC COM 76133Q102 0 5 SH SOLE 0 0 5 RITE AID CORP COM 767754872 0 23 SH SOLE 0 0 23 ROKU INC COM CL A 77543R102 55 472 SH SOLE 0 0 472 ROSS STORES INC COM 778296103 10 116 SH SOLE 0 0 116 ROYAL BK CDA COM 780087102 2 35 SH SOLE 0 0 35 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 0 9 SH SOLE 0 0 9 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 23 700 SH SOLE 0 0 700 ROYCE VALUE TR INC COM 780910105 30 2367 SH SOLE 0 0 2367 S&P GLOBAL INC COM 78409V104 68 207 SH SOLE 0 0 207 SK TELECOM LTD SPONSORED ADR 78440P108 3 163 SH SOLE 0 0 163 SPDR S&P 500 ETF TR TR UNIT 78462F103 82 267 SH SOLE 0 0 267 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 8375 214579 SH SOLE 0 0 214579 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 11 398 SH SOLE 0 0 398 SPDR SER TR S&P DIVID ETF 78464A763 629 6893 SH SOLE 0 0 6893 SPDR SER TR S&P BIOTECH 78464A870 11 101 SH SOLE 0 0 101 SPDR SER TR NUVEEN BRC MUNIC 78468R721 1393 26960 SH SOLE 0 0 26960 SPDR SER TR NUVEEN BLMBRG SR 78468R739 74 1475 SH SOLE 0 0 1475 SVB FINANCIAL GROUP COM 78486Q101 0 2 SH SOLE 0 0 2 SALESFORCE COM INC COM 79466L302 171 911 SH SOLE 0 0 911 SANGAMO THERAPEUTICS INC COM 800677106 0 50 SH SOLE 0 0 50 SANOFI SPONSORED ADR 80105N105 3 64 SH SOLE 0 0 64 SCHLUMBERGER LTD COM 806857108 11 600 SH SOLE 0 0 600 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 35054 477120 SH SOLE 0 0 477120 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 578 7804 SH SOLE 0 0 7804 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 30401 299395 SH SOLE 0 0 299395 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 373 7434 SH SOLE 0 0 7434 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 18317 348093 SH SOLE 0 0 348093 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3020 46215 SH SOLE 0 0 46215 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 57 2327 SH SOLE 0 0 2327 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 6045 258206 SH SOLE 0 0 258206 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 447 16242 SH SOLE 0 0 16242 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 2226 93756 SH SOLE 0 0 93756 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 1366 43050 SH SOLE 0 0 43050 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 2583 71244 SH SOLE 0 0 71244 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 44685 863481 SH SOLE 0 0 863481 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4367 146793 SH SOLE 0 0 146793 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 687 12217 SH SOLE 0 0 12217 SCHWAB STRATEGIC TR US REIT ETF 808524847 749 21259 SH SOLE 0 0 21259 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 197 6675 SH SOLE 0 0 6675 SELECT SECTOR SPDR TR ENERGY 81369Y506 9 240 SH SOLE 0 0 240 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 16 705 SH SOLE 0 0 705 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 3 40 SH SOLE 0 0 40 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 35 336 SH SOLE 0 0 336 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 16 452 SH SOLE 0 0 452 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 7 125 SH SOLE 0 0 125 SERVICE CORP INTL COM 817565104 4 100 SH SOLE 0 0 100 SERVICENOW INC COM 81762P102 45 110 SH SOLE 0 0 110 SHERWIN WILLIAMS CO COM 824348106 145 250 SH SOLE 0 0 250 SIMON PPTY GROUP INC NEW COM 828806109 7 100 SH SOLE 0 0 100 SITE CENTERS CORP COM 82981J109 0 59 SH SOLE 0 0 59 SLACK TECHNOLOGIES INC COM CL A 83088V102 1 20 SH SOLE 0 0 20 SMARTFINANCIAL INC COM NEW 83190L208 113 6978 SH SOLE 0 0 6978 SNAP ON INC COM 833034101 17 125 SH SOLE 0 0 125 SOUTHERN CO COM 842587107 882 17009 SH SOLE 0 0 17009 SOUTHWEST AIRLS CO COM 844741108 1 24 SH SOLE 0 0 24 SQUARE INC CL A 852234103 83 795 SH SOLE 0 0 795 STARBUCKS CORP COM 855244109 119 1616 SH SOLE 0 0 1616 STITCH FIX INC COM CL A 860897107 76 3032 SH SOLE 0 0 3032 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 3 593 SH SOLE 0 0 593 SUMMIT MATLS INC CL A 86614U100 8 469 SH SOLE 0 0 469 SUPERCONDUCTOR TECHNOLOGIES COM NEW 867931602 0 100 SH SOLE 0 0 100 TJX COS INC NEW COM 872540109 7 141 SH SOLE 0 0 141 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 11 188 SH SOLE 0 0 188 TARGET CORP COM 87612E106 6 54 SH SOLE 0 0 54 TARGA RES CORP COM 87612G101 26 1300 SH SOLE 0 0 1300 TATA MTRS LTD SPONSORED ADR 876568502 14 2065 SH SOLE 0 0 2065 TELUS CORPORATION COM 87971M103 27 1600 SH SOLE 0 0 1600 TESLA INC COM 88160R101 12 11 SH SOLE 0 0 11 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 43 3460 SH SOLE 0 0 3460 TEXAS INSTRS INC COM 882508104 107 841 SH SOLE 0 0 841 THE TRADE DESK INC COM CL A 88339J105 0 1 SH SOLE 0 0 1 THERMO FISHER SCIENTIFIC INC COM 883556102 149 411 SH SOLE 0 0 411 THOMSON REUTERS CORP. COM NEW 884903709 10 141 SH SOLE 0 0 141 3M CO COM 88579Y101 19 119 SH SOLE 0 0 119 TIM PARTICIPACOES S A SPONSORED ADR 88706P205 4 285 SH SOLE 0 0 285 TITAN INTL INC ILL COM 88830M102 113 77236 SH SOLE 0 0 77236 TORONTO DOMINION BK ONT COM NEW 891160509 16 350 SH SOLE 0 0 350 TOTAL S.A. SPONSORED ADS 89151E109 55 1439 SH SOLE 0 0 1439 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 463 3688 SH SOLE 0 0 3688 TRACTOR SUPPLY CO COM 892356106 71 535 SH SOLE 0 0 535 TRAVELERS COMPANIES INC COM 89417E109 79 697 SH SOLE 0 0 697 TREX CO INC COM 89531P105 52 400 SH SOLE 0 0 400 TRUIST FINL CORP COM 89832Q109 223 5945 SH SOLE 0 0 5945 TWILIO INC CL A 90138F102 132 600 SH SOLE 0 0 600 TWITTER INC COM 90184L102 28 939 SH SOLE 0 0 939 UBER TECHNOLOGIES INC COM 90353T100 338 10867 SH SOLE 0 0 10867 UNDER ARMOUR INC CL A 904311107 19 2000 SH SOLE 0 0 2000 UNDER ARMOUR INC CL C 904311206 35 3914 SH SOLE 0 0 3914 UNILEVER PLC SPON ADR NEW 904767704 11 200 SH SOLE 0 0 200 UNILEVER N V N Y SHS NEW 904784709 52 982 SH SOLE 0 0 982 UNION PAC CORP COM 907818108 378 2238 SH SOLE 0 0 2238 UNITED AIRLS HLDGS INC COM 910047109 104 3000 SH SOLE 0 0 3000 UNITED PARCEL SERVICE INC CL B 911312106 121 1085 SH SOLE 0 0 1085 UNITED STS OIL FD LP UNITS 91232N207 0 6 SH SOLE 0 0 6 UNITEDHEALTH GROUP INC COM 91324P102 211 715 SH SOLE 0 0 715 UNIVERSAL CORP VA COM 913456109 17 409 SH SOLE 0 0 409 UNUM GROUP COM 91529Y106 92 5569 SH SOLE 0 0 5569 V F CORP COM 918204108 15 241 SH SOLE 0 0 241 VALE S A SPONSORED ADS 91912E105 7 700 SH SOLE 0 0 700 VALERO ENERGY CORP COM 91913Y100 59 1000 SH SOLE 0 0 1000 VANECK VECTORS ETF TR VIDEO GAMING 92189F114 0 1 SH SOLE 0 0 1 VANECK VECTORS ETF TR CEF MUN INCOME E 92189F460 76 2900 SH SOLE 0 0 2900 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 20 382 SH SOLE 0 0 382 VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 61 2000 SH SOLE 0 0 2000 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 95 1600 SH SOLE 0 0 1600 VANECK VECTORS ETF TR OIL SVCS ETF 92189H607 1 5 SH SOLE 0 0 5 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5585 47666 SH SOLE 0 0 47666 VANGUARD BD INDEX FDS INTERMED TERM 921937819 17 178 SH SOLE 0 0 178 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 34 389 SH SOLE 0 0 389 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 10 252 SH SOLE 0 0 252 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 424 5384 SH SOLE 0 0 5384 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 27 682 SH SOLE 0 0 682 VANGUARD WORLD FDS ENERGY ETF 92204A306 54 1069 SH SOLE 0 0 1069 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 324 1680 SH SOLE 0 0 1680 VANGUARD WORLD FDS INF TECH ETF 92204A702 92 330 SH SOLE 0 0 330 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1382 16715 SH SOLE 0 0 16715 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 20 207 SH SOLE 0 0 207 VECTOR GROUP LTD COM 92240M108 23 2250 SH SOLE 0 0 2250 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 89 314 SH SOLE 0 0 314 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 95 1212 SH SOLE 0 0 1212 VANGUARD INDEX FDS SM CP VAL ETF 922908611 10 93 SH SOLE 0 0 93 VANGUARD INDEX FDS MID CAP ETF 922908629 175 1065 SH SOLE 0 0 1065 VANGUARD INDEX FDS LARGE CAP ETF 922908637 133 927 SH SOLE 0 0 927 VANGUARD INDEX FDS SMALL CP ETF 922908751 80 551 SH SOLE 0 0 551 VANGUARD INDEX FDS TOTAL STK MKT 922908769 172 1100 SH SOLE 0 0 1100 VERIZON COMMUNICATIONS INC COM 92343V104 279 5060 SH SOLE 0 0 5060 VISA INC COM CL A 92826C839 1126 5827 SH SOLE 0 0 5827 WP CAREY INC COM 92936U109 37 545 SH SOLE 0 0 545 WABTEC COM 929740108 3 58 SH SOLE 0 0 58 WALMART INC COM 931142103 155 1291 SH SOLE 0 0 1291 WALGREENS BOOTS ALLIANCE INC COM 931427108 18 430 SH SOLE 0 0 430 WASTE MGMT INC DEL COM 94106L109 20 193 SH SOLE 0 0 193 WELLS FARGO CO NEW COM 949746101 29 1138 SH SOLE 0 0 1138 WELLTOWER INC COM 95040Q104 47 900 SH SOLE 0 0 900 WESTROCK CO COM 96145D105 1 36 SH SOLE 0 0 36 WEX INC COM 96208T104 0 1 SH SOLE 0 0 1 WEYERHAEUSER CO MTN BE COM NEW 962166104 22 1000 SH SOLE 0 0 1000 WILLIAMS COS INC COM 969457100 60 3174 SH SOLE 0 0 3174 WISDOMTREE TR GLB EX US RL EST 97717W331 869 36433 SH SOLE 0 0 36433 YUM BRANDS INC COM 988498101 69 794 SH SOLE 0 0 794 YUM CHINA HLDGS INC COM 98850P109 14 301 SH SOLE 0 0 301 ZIMMER BIOMET HOLDINGS INC COM 98956P102 5 44 SH SOLE 0 0 44 ZOETIS INC CL A 98978V103 12 84 SH SOLE 0 0 84 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 26 104 SH SOLE 0 0 104 ZYNGA INC CL A 98986T108 0 15 SH SOLE 0 0 15 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 38 176 SH SOLE 0 0 176 EATON CORP PLC SHS G29183103 5 56 SH SOLE 0 0 56 MEDTRONIC PLC SHS G5960L103 243 2654 SH SOLE 0 0 2654 TRANE TECHNOLOGIES PLC SHS G8994E103 3 38 SH SOLE 0 0 38 ALCON AG ORD SHS H01301128 2 34 SH SOLE 0 0 34 CHUBB LIMITED COM H1467J104 30 240 SH SOLE 0 0 240 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 0 1 SH SOLE 0 0 1 UBS GROUP AG SHS H42097107 75 6500 SH SOLE 0 0 6500 TE CONNECTIVITY LTD REG SHS H84989104 6 70 SH SOLE 0 0 70 SPOTIFY TECHNOLOGY S A SHS L8681T102 12 45 SH SOLE 0 0 45 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 5 100 SH SOLE 0 0 100 DIANA SHIPPING INC COM Y2066G104 19 12810 SH SOLE 0 0 12810