HWA
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HHM Wealth Advisors’s Dragonfly Energy DFLI Stock Holding History

HHM Wealth Advisors’s Portfolio DFLI Stock Details DFLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15
Closed -$404 – 954
2024
Q4 		$404 Buy
15
+1
+7% +$42 ﹤0.01% 937
2024
Q3 		$689 Hold
14
– – ﹤0.01% 737
2024
Q2 		$1.1K Hold
14
– – ﹤0.01% 732
2024
Q1 		$702 Hold
14
– – ﹤0.01% 707
2023
Q4 		$705 Hold
14
– – ﹤0.01% 706
2023
Q3 		$2K Hold
14
– – ﹤0.01% 718
2023
Q2 		$1.92K Hold
14
– – ﹤0.01% 730
2023
Q1 		$3.9K Buy
+14
New +$7.7K ﹤0.01% 674

Other funds holding DFLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
AC
Avant Capital Lafayette, Louisiana $142M AUM 15.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return