Hc Advisors, LLC Top Holdings and 13F Report (2025) About Hc Advisors, LLCInvestment ActivityHc Advisors, LLC has $124.60 million in total holdings as of December 31, 2024.Hc Advisors, LLC owns shares of 59 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 23.37% of the portfolio was purchased this quarter.About 2.00% of the portfolio was sold this quarter.This quarter, Hc Advisors, LLC has purchased 53 new stocks and bought additional shares in 28 stocks.Hc Advisors, LLC sold shares of 14 stocks and completely divested from 5 stocks this quarter.Largest Holdings Schwab Intermediate-Term U.S. Treasury ETF $18,577,259First Trust Morningstar Dividend Leaders Index $14,864,676iShares U.S. Technology ETF $12,048,386Schwab Emerging Markets Equity ETF $8,669,956Schwab US Dividend Equity ETF $6,559,368 Largest New Holdings this Quarter RTX $651,851 HoldingMicrosoft $457,410 HoldingAmerican Express $277,644 HoldingCarrier Global $239,047 HoldingiShares Core High Dividend ETF $224,520 Holding Largest Purchases this Quarter Schwab Intermediate-Term U.S. Treasury ETF 406,894 shares (about $9.88M)Schwab US Dividend Equity ETF 161,895 shares (about $4.42M)Schwab U.S. Large-Cap Growth ETF 147,152 shares (about $4.10M)Schwab U.S. Aggregate Bond ETF 87,684 shares (about $1.99M)Schwab U.S. Mid-Cap ETF 68,921 shares (about $1.91M) Largest Sales this Quarter NEW GOLD INC CDA 141,061 shares (about $349.83K)HealthEquity 2,604 shares (about $249.85K)iShares U.S. Financials ETF 2,005 shares (about $221.71K)Southern 1,410 shares (about $116.07K)Alibaba Group 1,032 shares (about $87.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHc Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHRSchwab Intermediate-Term U.S. Treasury ETF$18,577,259$9,883,455 ▲113.7%764,81114.9%ETFFDLFirst Trust Morningstar Dividend Leaders Index$14,864,676$41,065 ▼-0.3%369,21711.9%ETFIYWiShares U.S. Technology ETF$12,048,386$211,524 ▲1.8%75,5299.7%ManufacturingSCHESchwab Emerging Markets Equity ETF$8,669,956$49,851 ▼-0.6%325,5717.0%ETFSCHDSchwab US Dividend Equity ETF$6,559,368$4,422,971 ▲207.0%240,0945.3%ETFDESWisdomTree U.S. SmallCap Dividend Fund$6,490,570$68,494 ▲1.1%188,9545.2%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$5,560,845$4,101,126 ▲281.0%199,5284.5%ETFVDCVanguard Consumer Staples ETF$4,453,142$182,844 ▲4.3%21,0673.6%ETFIYFiShares U.S. Financials ETF$4,264,297$221,713 ▼-4.9%38,5633.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$3,981,217$1,990,427 ▲100.0%175,3843.2%ETFIYHiShares U.S. Healthcare ETF$3,739,329$30,767 ▼-0.8%64,1723.0%ETFGRNDGrindr$3,276,833$120,420 ▲3.8%183,6792.6%Computer and TechnologyIXPiShares Global Comm Services ETF$3,045,975$4,833 ▲0.2%31,5092.4%ETFSCHMSchwab U.S. Mid-Cap ETF$2,854,435$1,909,801 ▲202.2%103,0112.3%ETFVDEVanguard Energy ETF$2,849,693$149,697 ▲5.5%23,4912.3%ETFSCHASchwab US Small-Cap ETF$2,601,619$1,394,759 ▲115.6%100,6042.1%ETFAAPLApple$1,482,652$39,320 ▲2.7%5,9201.2%Computer and TechnologySPROTT PHYSICAL GOLD TRUST$1,434,089$49,444 ▼-3.3%71,2061.2%UNITSGDMSprott Gold Miners ETF$1,327,375$66,931 ▲5.3%47,8151.1%ETFSPROTT PHYSICAL SILVER TR$1,176,345$2,220 ▼-0.2%121,9010.9%TR UNITNVDANVIDIA$1,140,357$49,020 ▼-4.1%8,4910.9%Computer and TechnologyGRINDR INC$924,9730.0%137,0330.7%*W EXP 11/18/203HQYHealthEquity$866,429$249,854 ▼-22.4%9,0300.7%MedicalSCHFSchwab International Equity ETF$767,935$356,107 ▲86.5%41,5100.6%ETFJPMJPMorgan Chase & Co.$743,808$125,167 ▲20.2%3,1020.6%FinanceRTXRTX$651,851$651,851 ▲New Holding5,6330.5%AerospaceHDHome Depot$644,167$104,638 ▲19.4%1,6560.5%Retail/WholesaleCVXChevron$547,384$55,912 ▲11.4%3,7790.4%Oils/EnergyBABAAlibaba Group$515,438$87,503 ▼-14.5%6,0790.4%Retail/WholesaleXOMExxon Mobil$494,839$117,901 ▲31.3%4,6000.4%Oils/EnergyVTIVanguard Total Stock Market ETF$492,9670.0%1,7010.4%ETFSPYSPDR S&P 500 ETF Trust$484,688$12,308 ▲2.6%8270.4%FinanceMSFTMicrosoft$457,410$457,410 ▲New Holding1,0850.4%Computer and TechnologyBACBank of America$444,071$58,849 ▲15.3%10,1040.4%FinanceKOCoca-Cola$443,843$112,268 ▲33.9%7,1280.4%Consumer StaplesAON PLC$430,6330.0%1,1990.3%SHS CL ASCHOSchwab Short-Term U.S. Treasury ETF$375,360$190,266 ▲102.8%15,6010.3%ETFDALDelta Air Lines$341,942$28,500 ▼-7.7%5,6510.3%TransportationWFCWells Fargo & Company$340,563$46,013 ▲15.6%4,8480.3%FinanceSPROTT PHYSICAL PLAT PALLAD$330,859$24,608 ▼-6.9%37,2170.3%UNITWMWaste Management$329,321$26,636 ▲8.8%1,6320.3%Business ServicesDVYAiShares Asia/Pacific Dividend ETF$315,984$54,603 ▲20.9%8,8250.3%ETFAMZNAmazon.com$298,6030.0%1,3610.2%Retail/WholesaleIDViShares International Select Dividend ETF$287,627$53,391 ▲22.8%10,5050.2%ETFAXPAmerican Express$277,644$277,644 ▲New Holding9350.2%FinanceCARRCarrier Global$239,047$239,047 ▲New Holding3,5020.2%Computer and TechnologySCHBSchwab US Broad Market ETF$231,268$154,179 ▲200.0%10,1880.2%ETFHDViShares Core High Dividend ETF$224,520$224,520 ▲New Holding2,0000.2%ETFAFLAflac$223,948$223,948 ▲New Holding2,1650.2%FinanceBRK.BBerkshire Hathaway$213,958$213,958 ▲New Holding4720.2%FinanceJNJJohnson & Johnson$213,464$213,464 ▲New Holding1,4760.2%MedicalQCOMQUALCOMM$203,547$203,547 ▲New Holding1,3250.2%Computer and TechnologyDVYiShares Select Dividend ETF$203,217$203,217 ▲New Holding1,5470.2%ETFMRKMerck & Co., Inc.$200,008$200,008 ▲New Holding2,0100.2%MedicalSOSouthern$191,559$116,071 ▼-37.7%2,3270.2%UtilitiesMTTRMatterport$142,2000.0%30,0000.1%Business ServicesNEW GOLD INC CDA$83,824$349,831 ▼-80.7%33,8000.1%COMALXOALX Oncology$25,843$501 ▼-1.9%15,4750.0%MedicalGDEVWGDEV$2860.0%17,1000.0%Communication ServicesAEMAgnico Eagle Mines$0$415,448 ▼-100.0%00.0%Basic MaterialsAGIAlamos Gold$0$411,263 ▼-100.0%00.0%Basic MaterialsCRSPCRISPR Therapeutics$0$202,907 ▼-100.0%00.0%MedicalMITTAG Mortgage Investment Trust$0$130,539 ▼-100.0%00.0%FinancePLUGPlug Power$0$33,900 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
