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HRC WEALTH MANAGEMENT, LLC13F | |
| HRC WEALTH MANAGEMENT, LLC | |
| Last update 2025-05-13 | 52 Stocks (5 new) |
| Value $161.00 Mil | Turnover 3 % |
HRC WEALTH MANAGEMENT, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 2,148,750 | 53,804.7 | -0.45% | 33.390 | -0.16% | 0.150 | +20.60% | +5.52% | 44,469.7 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 1,199,842 | 31,891.8 | +1.03% | 19.790 | +0.20% | 0.260 | +13.40% | +8.58% | 12,776.8 | ||
SCHX | Schwab U.S. Large-Cap ETF | 1,163,186 | 25,683.1 | +0.23% | 15.940 | +0.04% | 0.050 | +17.52% | +7.19% | 56,482.7 | ||
SCHD | Schwab US Dividend Equity ETF | 246,575 | 6,894.2 | -4.42% | 4.280 | -0.18% | 0.010 | +9.08% | +1.93% | 71,198.8 | ||
VOT | Vanguard Mid-Cap Growth ETF | 25,372 | 6,206.9 | +5.54% | 3.850 | +0.20% | 0.040 | +21.73% | +12.01% | 16,001.7 | ||
SLYG | SPDR S&P 600 Small Cap Growth ETF | 70,577 | 5,857.9 | +0.64% | 3.630 | +0.02% | 0.190 | +17.84% | +0.89% | 3,477.1 | ||
AAPL | Apple Inc | 23,404 | 5,198.7 | -0.05% | 3.230 | 0% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
VT | Vanguard Total World Stock ETF | 15,634 | 1,812.8 | -12.62% | 1.120 | -0.16% | 0.000 | +16.87% | +10.90% | 45,528.5 | ||
BRK.A | Berkshire Hathaway Inc | 2 | 1,596.9 | New Holding | 0.990 | +0.99% | 0.000 | -9.08% | +4.69% | 1,026,074.7 | Insurance | |
QQQ | INVESCO QQQ Trust | 2,706 | 1,268.8 | +2.85% | 0.790 | +0.02% | 0.000 | +22.10% | +8.69% | 355,935.0 |
HRC WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns
HRC WEALTH MANAGEMENT, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.99% | 663000 ($729331) 801950 | $712,842.00 | -2.26% | New holding | 2 | 2 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | New Buy New Buy | +0.33% | 271.18 ($290.53) 303.12 | $307.02 | 5.68% | New holding | 1,916 | 1,916 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Sold Out Sold Out | -0.21% | 551.42 ($587.78) 612.93 | $623.62 | 6.10% | Sold Out | 0 | -591 | |
SCHV | Schwab U.S. Large-Cap Value ETF | 2025-03-31 | Add Add | +0.20% | 25.77 ($26.84) 27.6 | $28.01 | 4.36% | Add 1.03% | 1,199,842 | 12,222 | |
VOT | Vanguard Mid-Cap Growth ETF | 2025-03-31 | Add Add | +0.20% | 237.55 ($260.02) 276.98 | $283.28 | 8.95% | Add 5.54% | 25,372 | 1,331 | |
DSTL |
Distillate U.S. Fundamental Stability & Value ETF
Distillate U.S. Fundamental Stability & Value ETF
| 2025-03-31 | Sold Out Sold Out | -0.20% | 53.28 ($55.73) 57.28 | $55.99 | 0.47% | Sold Out | 0 | -6,112 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Reduce Reduce | -0.18% | 27.01 ($27.88) 28.54 | $27.33 | -1.97% | Reduce -4.42% | 246,575 | -11,406 | |
VXUS | Vanguard Total International Stock | 2025-03-31 | Add Add | +0.17% | 58.01 ($61.77) 64.46 | $69.00 | 11.70% | Add 43.98% | 14,309 | 4,371 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Reduce Reduce | -0.16% | 24.91 ($27.39) 29.02 | $29.35 | 7.16% | Reduce -0.45% | 2,148,750 | -9,619 | |
VT | Vanguard Total World Stock ETF | 2025-03-31 | Reduce Reduce | -0.16% | 115.08 ($119.66) 123.97 | $129.24 | 8.01% | Reduce -12.62% | 15,634 | -2,258 |
HRC WEALTH MANAGEMENT, LLC Total Holding History ($B)
HRC WEALTH MANAGEMENT, LLC's Asset Allocation
HRC WEALTH MANAGEMENT, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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HRC WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31
HRC WEALTH MANAGEMENT, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
HRC WEALTH MANAGEMENT, LLC's Holdings Heat Map
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HRC WEALTH MANAGEMENT, LLC's Holdings Bubble Chart
HRC WEALTH MANAGEMENT, LLC News
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