Hc Advisors, LLC Top Holdings and 13F Report (2024) About Hc Advisors, LLCInvestment ActivityHc Advisors, LLC has $121.59 million in total holdings as of September 30, 2024.Hc Advisors, LLC owns shares of 53 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 5.09% of the portfolio was purchased this quarter.About 88.42% of the portfolio was sold this quarter.This quarter, Hc Advisors, LLC has purchased 91 new stocks and bought additional shares in 14 stocks.Hc Advisors, LLC sold shares of 31 stocks and completely divested from 41 stocks this quarter.Largest Holdings Schwab Intermediate-Term U.S. Treasury ETF $18,110,600First Trust Morningstar Dividend Leaders Index $15,531,442iShares U.S. Technology ETF $11,250,659Schwab Emerging Markets Equity ETF $9,554,787Schwab US Dividend Equity ETF $6,610,161 Largest New Holdings this Quarter SPROTT PHYSICAL PLAT PALLAD $392,653 HoldingAG Mortgage Investment Trust $130,539 HoldingALX Oncology $28,711 Holding Largest Purchases this Quarter First Trust Morningstar Dividend Leaders Index 28,798 shares (about $1.21M)NVIDIA 7,780 shares (about $944.86K)WisdomTree U.S. SmallCap Dividend Fund 17,611 shares (about $607.40K)Schwab Emerging Markets Equity ETF 19,982 shares (about $583.07K)iShares U.S. Healthcare ETF 8,340 shares (about $542.10K) Largest Sales this Quarter Vanguard Total Stock Market ETF 156,186 shares (about $44.23M)Schwab Intermediate-Term U.S. Treasury ETF 107,410 shares (about $5.43M)Apple 14,099 shares (about $3.29M)Schwab Short-Term U.S. Treasury ETF 39,297 shares (about $1.92M)SPDR S&P 500 ETF Trust 3,291 shares (about $1.89M) 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$18,110,600$5,434,946 ▼-23.1%357,91714.9%ETFFDLFirst Trust Morningstar Dividend Leaders Index$15,531,442$1,208,076 ▲8.4%370,23712.8%ETFIYWiShares U.S. Technology ETF$11,250,659$323,254 ▼-2.8%74,2039.3%ManufacturingSCHESchwab Emerging Markets Equity ETF$9,554,787$583,075 ▲6.5%327,4437.9%ETFSCHDSchwab US Dividend Equity ETF$6,610,161$151,647 ▲2.3%78,1995.4%ETFDESWisdomTree U.S. SmallCap Dividend Fund$6,448,250$607,403 ▲10.4%186,9605.3%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$5,456,532$551,946 ▼-9.2%52,3764.5%ETFVDCVanguard Consumer Staples ETF$4,413,733$399,163 ▲9.9%20,2023.6%ETFIYFiShares U.S. Financials ETF$4,215,015$338,922 ▲8.7%40,5683.5%ETFIYHiShares U.S. Healthcare ETF$4,205,519$542,102 ▲14.8%64,7003.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$4,167,504$390,377 ▲10.3%87,7003.4%ETFIXPiShares Global Comm Services ETF$2,961,236$11,860 ▼-0.4%31,4592.4%ETFSCHMSchwab U.S. Mid-Cap ETF$2,832,538$110,011 ▼-3.7%34,0902.3%ETFVDEVanguard Energy ETF$2,725,815$226,202 ▲9.0%22,2572.2%ETFSCHASchwab US Small-Cap ETF$2,403,454$65,457 ▼-2.7%46,6692.0%ETFGRNDGrindr$2,110,763$72,821 ▼-3.3%176,9291.7%Computer and TechnologySPROTT PHYSICAL GOLD TRUST$1,501,211$52,193 ▼-3.4%73,6611.2%UNITSGDMSprott Gold Miners ETF$1,406,618$172,714 ▲14.0%45,4041.2%ETFAAPLApple$1,342,802$3,285,123 ▼-71.0%5,7631.1%Computer and TechnologySPROTT PHYSICAL SILVER TR$1,276,269$52,532 ▼-4.0%122,1311.0%TR UNITNVDANVIDIA$1,075,541$944,863 ▲723.0%8,8560.9%Computer and TechnologyHQYHealthEquity$952,243$25,783 ▼-2.6%11,6340.8%MedicalSCHFSchwab International Equity ETF$915,372$12,459 ▲1.4%22,2610.8%ETFBABAAlibaba Group$754,619$101,769 ▼-11.9%7,1110.6%Retail/WholesaleHDHome Depot$562,012$553,908 ▼-49.6%1,3870.5%Retail/WholesaleJPMJPMorgan Chase & Co.$544,212$98,718 ▼-15.4%2,5800.4%FinanceNEW GOLD INC CDA$503,600$124,986 ▼-19.9%174,8610.4%COMCVXChevron$499,757$272,635 ▼-35.3%3,3930.4%Oils/EnergyVTIVanguard Total Stock Market ETF$481,655$44,225,613 ▼-98.9%1,7010.4%ETFSPYSPDR S&P 500 ETF Trust$462,451$1,888,246 ▼-80.3%8060.4%FinanceAEMAgnico Eagle Mines$415,448$61,145 ▼-12.8%5,1570.3%Basic MaterialsGRINDR INC$415,210$25,301 ▼-5.7%137,0330.3%*W EXP 11/18/203AON PLC$414,8420.0%1,1990.3%SHS CL AAGIAlamos Gold$411,263$74,416 ▼-15.3%20,6250.3%Basic MaterialsXOMExxon Mobil$410,827$1,524 ▼-0.4%3,5040.3%Oils/EnergySPROTT PHYSICAL PLAT PALLAD$392,653$392,653 ▲New Holding39,9850.3%UNITKOCoca-Cola$382,663$1,328,649 ▼-77.6%5,3250.3%Consumer StaplesSCHOSchwab Short-Term U.S. Treasury ETF$376,803$1,924,766 ▼-83.6%7,6930.3%ETFBACBank of America$347,795$758,959 ▼-68.6%8,7650.3%FinanceSOSouthern$337,003$35,801 ▲11.9%3,7370.3%UtilitiesWMWaste Management$311,4000.0%1,5000.3%Business ServicesDALDelta Air Lines$310,952$38,552 ▼-11.0%6,1220.3%TransportationDVYAiShares Asia/Pacific Dividend ETF$282,744$19,560 ▲7.4%7,3000.2%ETFIDViShares International Select Dividend ETF$258,618$14,662 ▼-5.4%8,5550.2%ETFAMZNAmazon.com$253,606$875,602 ▼-77.5%1,3610.2%Retail/WholesaleWFCWells Fargo & Company$236,863$10,733 ▼-4.3%4,1930.2%FinanceSCHBSchwab US Broad Market ETF$225,9020.0%3,3960.2%ETFCRSPCRISPR Therapeutics$202,907$6,859 ▼-3.3%4,3190.2%MedicalMTTRMatterport$135,0000.0%30,0000.1%Business ServicesMITTAG Mortgage Investment Trust$130,539$130,539 ▲New Holding17,3820.1%FinancePLUGPlug Power$33,900$893,152 ▼-96.3%15,0000.0%Industrial ProductsALXOALX Oncology$28,711$28,711 ▲New Holding15,7750.0%MedicalGDEVWGDEV$5990.0%17,1000.0%Communication ServicesIEIiShares 3-7 Year Treasury Bond ETF$0$4,771,951 ▼-100.0%00.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$0$4,313,467 ▼-100.0%00.0%ETFVGSHVanguard Short-Term Treasury Index ETF$0$3,786,861 ▼-100.0%00.0%ETFLLYEli Lilly and Company$0$3,504,008 ▼-100.0%00.0%MedicalVEUVanguard FTSE All-World ex-US ETF$0$2,649,351 ▼-100.0%00.0%ETFVTHRVanguard Russell 3000 ETF$0$2,288,832 ▼-100.0%00.0%ETFVONVVanguard Russell 1000 Value$0$2,260,302 ▼-100.0%00.0%ETFVONGVanguard Russell 1000 Growth ETF$0$2,076,878 ▼-100.0%00.0%ETFVEAVanguard FTSE Developed Markets ETF$0$1,515,364 ▼-100.0%00.0%ETFZETA GLOBAL HOLDINGS CORP$0$1,451,384 ▼-100.0%00.0%CL AIWViShares Russell 3000 ETF$0$1,275,040 ▼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$1,184,926 ▼-100.0%00.0%ETFVBRVanguard Small-Cap Value ETF$0$1,173,760 ▼-100.0%00.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$0$867,628 ▼-100.0%00.0%ETFVTVVanguard Value ETF$0$771,631 ▼-100.0%00.0%ETFMSFTMicrosoft$0$758,148 ▼-100.0%00.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$0$752,984 ▼-100.0%00.0%ETFTSLATesla$0$751,502 ▼-100.0%00.0%Auto/Tires/TrucksVTWGVanguard Russell 2000 Growth ETF$0$645,217 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$558,650 ▼-100.0%00.0%FinanceVYMVanguard High Dividend Yield ETF$0$492,011 ▼-100.0%00.0%ETFVTWVVanguard Russell 2000 Value ETF$0$491,873 ▼-100.0%00.0%ETFBMYBristol-Myers Squibb$0$482,539 ▼-100.0%00.0%MedicalAXPAmerican Express$0$481,414 ▼-100.0%00.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$0$477,219 ▼-100.0%00.0%ETFVBKVanguard Small-Cap Growth ETF$0$451,431 ▼-100.0%00.0%ETFGOOGAlphabet$0$435,768 ▼-100.0%00.0%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$0$403,995 ▼-100.0%00.0%ETFVIGVanguard Dividend Appreciation ETF$0$392,104 ▼-100.0%00.0%ETFSDYSPDR S&P Dividend ETF$0$340,078 ▼-100.0%00.0%ETFGEGeneral Electric$0$311,741 ▼-100.0%00.0%TransportationJNJJohnson & Johnson$0$297,081 ▼-100.0%00.0%MedicalGOOGLAlphabet$0$274,693 ▼-100.0%00.0%Computer and TechnologyMOAltria Group$0$242,497 ▼-100.0%00.0%Consumer StaplesINTCIntel$0$239,447 ▼-100.0%00.0%Computer and TechnologyASNDAscendis Pharma A/S$0$223,580 ▼-100.0%00.0%MedicalCYTKCytokinetics$0$216,149 ▼-100.0%00.0%MedicalGPCGenuine Parts$0$211,944 ▼-100.0%00.0%Retail/WholesaleRTXRTX$0$210,762 ▼-100.0%00.0%AerospacePDDPDD$0$209,250 ▼-100.0%00.0%Multi-Sector ConglomeratesADTHWAdTheorent$0$6,119 ▼-100.0%00.0%Communication ServicesShowing 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. 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