HW

HRC WEALTH MANAGEMENT, LLC

13F
HRC WEALTH MANAGEMENT, LLC
Last update 2025-02-12 50 Stocks (9 new)
Value $168.00 Mil Turnover 6 %
Countries:
Top Holdings: SCHG(35.71%)SCHV(18.38%)SCHX(15.97%)SCHD(4.18%)SLYG(3.76%)
Summary Stock Picks Current Portfolio
HRC WEALTH MANAGEMENT, LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHG 		Schwab U.S. Large-Cap Growth ETF
2,158,369
60,153.8
+2.34%
35.710
+0.82%
0.160
-10.75%
-8.83%
37,392.1
 
SCHV 		Schwab U.S. Large-Cap Value ETF
1,187,620
30,961.2
+1.54%
18.380
+0.28%
0.270
-4.80%
-1.07%
11,737.0
 
SCHX 		Schwab U.S. Large-Cap ETF
1,160,571
26,902.0
-0.19%
15.970
-0.03%
0.050
-8.25%
-5.48%
50,619.8
 
SCHD 		Schwab US Dividend Equity ETF
257,981
7,048.1
+1.08%
4.180
+0.04%
0.010
-7.57%
-5.23%
66,986.5
 
SLYG 		SPDR S&P 600 Small Cap Growth ETF
70,129
6,336.2
+11.46%
3.760
+0.39%
0.180
-13.17%
-10.06%
3,022.9
 
VOT 		Vanguard Mid-Cap Growth ETF
24,041
6,100.4
+16.69%
3.620
+0.52%
0.040
-7.52%
-2.03%
15,966.1
 
AAPL 		Apple Inc
23,416
5,863.8
+11.78%
3.480
+0.37%
0.000
-11.66%
-15.56%
3,172,812.0
Hardware
VT 		Vanguard Total World Stock ETF
17,892
2,101.9
+4.37%
1.250
+0.05%
0.010
-3.52%
-0.70%
42,811.3
 
NVDA 		NVIDIA Corp
11,334
1,522.1
+30.64%
0.900
+0.21%
0.000
-11.86%
-18.81%
2,660,088.0
Semiconductors
QQQ 		INVESCO QQQ Trust
2,631
1,344.9
+4.12%
0.800
+0.03%
0.000
-8.70%
-6.98%
299,274.8
 

HRC WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

HRC WEALTH MANAGEMENT, 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
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-12-31Add
+0.82%
●
25.71 ($27.37) 29.1
$25.41
-7.16%
Add 2.34%
2,158,369
49,361
VOT 		Vanguard Mid-Cap Growth ETF2024-12-31Add
+0.52%
●
242.09 ($257.65) 274.89
$248.59
-3.52%
Add 16.69%
24,041
3,438
AMZN 		Amazon.com Inc2024-12-31New Buy
+0.40%
●
180.8 ($204.89) 232.93
$187.39
-8.54%
New holding
3,039
3,039
SLYG 		SPDR S&P 600 Small Cap Growth ETF2024-12-31Add
+0.39%
●
89.9 ($94.57) 100.66
$81.26
-14.07%
Add 11.46%
70,129
7,212
AAPL 		Apple Inc2024-12-31Add
+0.37%
●
221.69 ($235.83) 259.02
$211.21
-10.44%
Add 11.78%
23,416
2,468
GOOG 		Alphabet Inc2024-12-31New Buy
+0.35%
●
163.06 ($176.63) 198.16
$162.06
-8.25%
New holding
3,099
3,099
SCHV 		Schwab U.S. Large-Cap Value ETF2024-12-31Add
+0.28%
●
25.79 ($27) 28.11
$25.79
-4.48%
Add 1.54%
1,187,620
18,025
ITA 		iShares U.S. Aerospace & Defense ETF2024-12-31New Buy
+0.26%
●
143.03 ($150.65) 157.31
$156.43
3.84%
New holding
3,007
3,007
SYLD 		Cambria Shareholder Yield ETF2024-12-31Sold Out
-0.26%
●
68.06 ($72.21) 76.27
$60.70
-15.94%
Sold Out
0
-5,484
TSLA 		Tesla Inc2024-12-31Add
+0.24%
●
213.65 ($322.75) 479.86
$292.03
-9.52%
Add 93.65%
2,074
1,003

HRC WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

HRC WEALTH MANAGEMENT, LLC's Asset Allocation

To

HRC WEALTH MANAGEMENT, LLC Past Portfolios

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

Top Ranked Articles

  • 1

HRC WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2024-12-31

HRC WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

HRC WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

HRC WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

HRC WEALTH MANAGEMENT, LLC News

  • 1

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