HA

HC Advisors, LLC

13F
HC Advisors, LLC
Last update 2024-11-05 53 Stocks (3 new)
Value $122.00 Mil Turnover 24 %
Countries:
Top Holdings: SCHR(14.89%)FDL(12.77%)IYW(9.25%)SCHE(7.86%)SCHD(5.44%)
Portfolio Report
Summary Stock Picks Current Portfolio
HC Advisors, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF
715,834
18110.600
+125.21%
14.890
+8.28%
0.090
-2.54%
-1.29%
10024.590
 
FDL 		First Trust Morningstar Dividend Leaders Index Fund
370,237
15531.440
+8.23%
12.770
+0.97%
0.350
+7.61%
+17.11%
4458.322
 
IYW 		iShares U.S. Technology ETF
74,203
11250.660
-0.93%
9.250
-0.10%
0.060
+15.24%
+25.16%
18889.710
 
SCHE 		Schwab Emerging Markets Equity ETF
327,443
9554.790
+9.03%
7.860
+0.65%
0.100
+13.48%
+16.50%
9640.144
 
SCHD 		Schwab US Dividend Equity ETF
234,597
6610.160
+217.65%
5.440
+3.73%
0.000
+7.79%
+11.82%
63886.218
 
DES 		WisdomTree U.S. SmallCap Dividend Fund
186,960
6448.250
+2.35%
5.300
+0.12%
0.310
+8.87%
+7.58%
2057.565
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
209,504
5456.530
+276.98%
4.490
+3.30%
0.000
+14.16%
+27.48%
33886.826
 
VDC 		Vanguard Consumer Staples ETF
20,202
4413.730
+9.14%
3.630
+0.30%
0.060
+4.32%
+12.54%
6780.776
 
IYF 		iShares U.S. Financials ETF
40,568
4215.020
+2.21%
3.470
+0.08%
0.130
+14.23%
+25.49%
3290.539
 
IYH 		iShares U.S. Healthcare ETF
64,700
4205.520
+5.37%
3.460
+0.18%
0.120
+1.31%
+9.19%
3328.870
 

HC Advisors, LLC's Historical Top Holdings Breakdowns

HC Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF2024-09-30Add
+8.28%
●
24.2 ($24.99) 25.45
$24.54
-1.80%
Add 125.21%
715,834
198,991
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+3.73%
●
25.67 ($27.24) 28.35
$28.38
4.19%
Add 217.65%
234,597
53,581
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+3.30%
●
23.16 ($25.16) 26.42
$26.44
5.09%
Add 276.98%
209,504
38,483
SCHZ 		Schwab US Aggregate Bond ETF2024-09-30Add
+1.92%
●
22.6 ($23.41) 23.93
$23.07
-1.45%
Add 126.43%
175,400
48,969
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+1.56%
●
25.16 ($26.59) 27.75
$28.05
5.49%
Add 201.02%
102,270
22,765
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+0.99%
●
23.45 ($24.83) 25.98
$26.14
5.28%
Add 100.81%
93,338
23,429
FDL 		First Trust Morningstar Dividend Leaders Index Fund2024-09-30Add
+0.97%
●
37.66 ($40.35) 42.06
$42.02
4.14%
Add 8.23%
370,237
28,168
SCHE 		Schwab Emerging Markets Equity ETF2024-09-30Add
+0.65%
●
25.45 ($27.07) 29.53
$28.88
6.69%
Add 9.03%
327,443
27,122
GRND 		Grindr Inc2024-09-30Reduce
-0.46%
●
10.7 ($11.85) 12.43
$13.93
17.55%
Reduce -22.81%
137,033
-40,500
SCHF 		Schwab International Equity ETF2024-09-30Add
+0.39%
●
18.49 ($19.77) 20.77
$19.80
0.15%
Add 107.04%
44,522
11,509

HC Advisors, LLC Total Holding History ($B)

To

HC Advisors, LLC's Asset Allocation

To

HC Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

HC Advisors, LLC's Hypothetical Growth since 2024-09-30

HC Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

HC Advisors, LLC's Holdings Heat Map

Size field:

HC Advisors, LLC's Holdings Bubble Chart

HC Advisors, LLC News

  • 1

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