HA

HC Advisors, LLC

13F
HC Advisors, LLC
Last update 2024-08-07 50 Stocks (1 new)
Value $108.00 Mil Turnover 1 %
Countries:
Top Holdings: SCHR(14.30%)FDL(11.97%)IYW(10.40%)SCHE(7.36%)SCHD(5.30%)
Portfolio Report
Summary Stock Picks Current Portfolio
HC Advisors, LLC Top Holdings of 2024-06-30 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
317,853
15501.690
-31.69%
14.300
-3.45%
-
+3.40%
+1.84%
10269.793
 
FDL 		First Trust Morningstar Dividend Leaders Index Fund
342,069
12974.680
+0.18%
11.970
+0.02%
-
+8.88%
+16.22%
4355.568
 
IYW 		iShares U.S. Technology ETF
74,901
11272.600
-1.88%
10.400
-0.09%
-
+0.15%
+22.66%
18841.189
 
SCHE 		Schwab Emerging Markets Equity ETF
300,321
7976.530
-2.32%
7.360
-0.09%
-
+7.40%
+15.29%
9543.342
 
SCHD 		Schwab US Dividend Equity ETF
73,855
5742.970
-3.34%
5.300
-0.10%
-
+6.10%
+9.51%
61243.602
 
DES 		WisdomTree U.S. SmallCap Dividend Fund
182,662
5689.920
+7.86%
5.250
+0.38%
-
+10.72%
+5.63%
2023.508
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
55,574
5604.080
-3.64%
5.170
-0.09%
-
+3.03%
+25.20%
32917.799
 
IYH 		iShares U.S. Healthcare ETF
61,400
3761.980
+8.94%
3.470
+0.28%
-
+4.68%
+12.59%
3592.740
 
VDC 		Vanguard Consumer Staples ETF
18,510
3758.090
+0.73%
3.470
+0.03%
-
+6.17%
+14.72%
6708.571
 
IYF 		iShares U.S. Financials ETF
39,691
3753.580
+6.39%
3.460
+0.21%
-
+8.97%
+20.26%
3221.294
 

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
VTI 		Vanguard Total Stock Market ETF2024-06-30Reduce
-19.46%
●
245.23 ($258.82) 269.4
$281.94
8.93%
Reduce -99.51%
767
-157,120
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF2024-06-30Reduce
-3.45%
●
47.85 ($48.41) 49
$50.64
4.61%
Reduce -31.69%
317,853
-147,474
IEI 		iShares 3-7 Year Treasury Bond ETF2024-06-30Sold Out
-2.27%
●
113.43 ($114.63) 115.88
$119.74
4.46%
Sold Out
0
-41,205
IEF 		iShares 7-10 Year Treasury Bond ETF2024-06-30Sold Out
-2.06%
●
91.24 ($92.9) 94.6
$98.07
5.57%
Sold Out
0
-45,568
VGSH 		Vanguard Short-Term Government Bond ETF2024-06-30Sold Out
-1.80%
●
57.55 ($57.78) 58
$59.08
2.25%
Sold Out
0
-65,212
LLY 		Eli Lilly and Co2024-06-30Sold Out
-1.67%
●
724.87 ($799.92) 909.04
$924.56
15.58%
Sold Out
0
-4,504
VEU 		Vanguard FTSE All-World ex-US ETF2024-06-30Sold Out
-1.26%
●
56.22 ($58.67) 60.47
$62.09
5.83%
Sold Out
0
-45,172
AAPL 		Apple Inc2024-06-30Reduce
-1.14%
●
165 ($186.49) 216.67
$226.37
21.38%
Reduce -70.31%
5,898
-13,964
VTHR 		Vanguard Russell 3000 Index Fund2024-06-30Sold Out
-1.09%
●
219.9 ($231.96) 241.11
$252.75
8.96%
Sold Out
0
-9,825
VONV 		Vanguard Russell 1000 Value Index Fund2024-06-30Sold Out
-1.08%
●
74.36 ($76.82) 78.65
$82.66
7.60%
Sold Out
0
-28,742

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 2024-06-30

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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