HA

HC Advisors, LLC

13F
HC Advisors, LLC
Last update 2025-05-14 62 Stocks (8 new)
Value $134.00 Mil Turnover 9 %
Countries:
Top Holdings: SCHR(15.13%)FDL(12.32%)IYW(8.85%)SCHE(7.06%)SCHD(4.99%)
Summary Stock Picks Current Portfolio
HC Advisors, LLC Top Holdings of 2025-03-31 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
Schwab Intermediate-Term U.S. Treasury ETF
812,470
20,198.0
+6.23%
15.130
+0.89%
0.190
+0.56%
+3.81%
10,992.4
 
FDL
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
378,754
16,453.1
+2.58%
12.320
+0.31%
0.290
+14.37%
+9.39%
5,577.1
 
IYW
iShares U.S. Technology ETF
84,182
11,822.5
+11.46%
8.850
+0.91%
0.070
+42.77%
+9.76%
21,635.3
 
SCHE
Schwab Emerging Markets Equity ETF
341,820
9,424.0
+4.99%
7.060
+0.34%
0.100
+24.08%
+13.60%
10,303.3
 
SCHD
Schwab US Dividend Equity ETF
238,062
6,656.2
-0.85%
4.990
-0.04%
0.010
+13.36%
+1.82%
71,120.3
 
DES
WisdomTree U.S. SmallCap Dividend Fund
WisdomTree U.S. SmallCap Dividend Fund
193,829
6,194.8
+2.58%
4.640
+0.12%
0.330
+18.45%
-2.96%
1,909.4
 
SCHG
Schwab U.S. Large-Cap Growth ETF
200,271
5,014.8
+0.37%
3.760
+0.01%
0.010
+31.04%
+4.82%
44,174.2
 
GRND
Grindr Inc
268,184
4,800.5
+95.71%
3.600
+1.76%
0.140
+28.78%
+22.14%
4,275.1
Software
VDC
Vanguard Consumer Staples ETF
21,369
4,676.0
+1.43%
3.500
+0.05%
0.060
+8.12%
+5.38%
7,600.8
 
SCHZ
Schwab US Aggregate Bond ETF
186,922
4,329.1
+6.58%
3.240
+0.20%
0.050
+1.19%
+3.13%
8,495.1
 

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 ETF
2025-03-31
Add
Add
+2.08%
●
271.18 ($290.53) 303.12
$305.28
5.08%
Add 595.06%
11,823
10,122
GRND
Grindr Inc
2025-03-31
Add
Add
+1.76%
●
15.14 ($17.56) 19.03
$21.79
24.09%
Add 95.71%
268,184
131,151
IYW
iShares U.S. Technology ETF
2025-03-31
Add
Add
+0.91%
●
140.44 ($155.77) 166.79
$174.90
12.28%
Add 11.46%
84,182
8,653
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
2025-03-31
Add
Add
+0.89%
●
24.05 ($24.48) 24.86
$24.73
1.02%
Add 6.23%
812,470
47,659
SCHE
Schwab Emerging Markets Equity ETF
2025-03-31
Add
Add
+0.34%
●
25.81 ($27.37) 28.52
$30.21
10.39%
Add 4.99%
341,820
16,249
FDL
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
2025-03-31
Add
Add
+0.31%
●
39.71 ($42.26) 43.88
$43.20
2.22%
Add 2.58%
378,754
9,537
GE
GE Aerospace
2025-03-31
New Buy
New Buy
+0.26%
●
168.59 ($196.75) 212.13
$246.95
25.51%
New holding
1,725
1,725
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2025-03-31
New Buy
New Buy
+0.25%
●
126.11 ($130.91) 135.06
$134.57
2.80%
New holding
2,587
2,587
DVYA
iShares Asia/Pacific Dividend ETF
2025-03-31
Sold Out
Sold Out
-0.25%
●
35.33 ($36.19) 37.02
$39.25
8.46%
Sold Out
0
-8,825
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
New Buy
New Buy
+0.23%
●
79.17 ($80.9) 82.04
$81.99
1.35%
New holding
3,828
3,828

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 2025-03-31

HC Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

HC Advisors, LLC's Holdings Heat Map

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HC Advisors, LLC's Holdings Bubble Chart

HC Advisors, LLC News

  • 1

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