HC Advisors
Latest statistics and disclosures from HC Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHR, IYW, FDL, SCHE, SCHG, and represent 48.00% of HC Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHG, SCHF, SCHR, AMLP, IYH, GEV, ITA, AEM, IYW, SCHM.
- Started 3 new stock positions in AEM, ITA, GEV.
- Reduced shares in these 10 stocks: FDL, , SCHD, SCHA, BTU, IXP, , SCHE, VTI, IYF.
- Sold out of its positions in UPRO, VDE.
- HC Advisors was a net seller of stock by $-7.3M.
- HC Advisors has $142M in assets under management (AUM), dropping by 0.52%.
- Central Index Key (CIK): 0001803295
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Portfolio Holdings for HC Advisors
HC Advisors holds 61 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 14.7 | $21M | +2% | 831k | 25.13 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 11.4 | $16M | 83k | 195.86 |
|
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| First Tr Morningstar Div Lea SHS (FDL) | 9.1 | $13M | -21% | 298k | 43.41 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 7.7 | $11M | -2% | 330k | 33.37 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 5.2 | $7.3M | +17% | 230k | 31.91 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 4.8 | $6.8M | +2% | 203k | 33.68 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.4 | $4.9M | -23% | 179k | 27.30 |
|
| Vanguard Consumer Staples Consum Stp Etf (VDC) | 3.2 | $4.6M | 22k | 213.73 |
|
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| Ishares Tr U.s. Finls Etf (IYF) | 3.2 | $4.6M | -3% | 36k | 126.64 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 3.1 | $4.4M | +5% | 75k | 58.72 |
|
| Schwab US Agg Bond ETF Us Aggregate B (SCHZ) | 3.1 | $4.4M | 185k | 23.47 |
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| Grindr (GRND) | 2.8 | $3.9M | +4% | 261k | 15.02 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.6 | $3.7M | -5% | 11k | 328.17 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.3 | $3.2M | +6% | 108k | 29.64 |
|
| Ishares Tr Gbl Comm Svc Etf (IXP) | 2.3 | $3.2M | -7% | 26k | 123.59 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 2.1 | $3.0M | 194k | 15.70 |
|
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| Sprott Etf Trust Gold Miners Etf (SGDM) | 2.1 | $3.0M | 48k | 62.00 |
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| Sprott Physical Gold Trust Unit (PHYS) | 1.5 | $2.1M | 71k | 29.62 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.4 | $2.0M | +21% | 43k | 46.93 |
|
| Schwab Int'l Equity ETF Intl Eqty Etf (SCHF) | 1.3 | $1.9M | +95% | 81k | 23.28 |
|
| Apple (AAPL) | 1.0 | $1.5M | 5.8k | 254.66 |
|
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $1.5M | -48% | 53k | 27.90 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $1.3M | 7.2k | 186.61 |
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| Healthequity (HQY) | 0.6 | $842k | 8.9k | 94.77 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $841k | 2.7k | 315.45 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $821k | 4.9k | 167.33 |
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| Home Depot (HD) | 0.4 | $576k | -6% | 1.4k | 405.19 |
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| Sprott Physical Plat Pallad Unit (SPPP) | 0.4 | $538k | +2% | 40k | 13.58 |
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| Chevron Corporation (CVX) | 0.4 | $535k | 3.4k | 155.32 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $533k | 800.00 | 666.18 |
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| Ge Aerospace Com New (GE) | 0.3 | $489k | 1.6k | 300.83 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $482k | +12% | 20k | 24.40 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $454k | 2.5k | 178.73 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $453k | 8.0k | 56.75 |
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| Aon Shs Cl A | 0.3 | $428k | 1.2k | 356.58 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $417k | 3.7k | 112.78 |
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| Bank of America Corporation (BAC) | 0.3 | $411k | 8.0k | 51.59 |
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| Coca-Cola Company (KO) | 0.3 | $404k | 6.1k | 66.33 |
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| International Business Machines (IBM) | 0.3 | $392k | +2% | 1.4k | 282.16 |
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| Southern Company (SO) | 0.3 | $378k | 4.0k | 94.77 |
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| Microsoft Corporation (MSFT) | 0.2 | $335k | 646.00 | 518.13 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $322k | 3.8k | 84.11 |
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| Amazon (AMZN) | 0.2 | $322k | -2% | 1.5k | 219.58 |
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| American Express Company (AXP) | 0.2 | $312k | 939.00 | 332.37 |
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| Ishares Asia/pac Div Etf (DVYA) | 0.2 | $293k | 7.0k | 42.05 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $288k | 7.9k | 36.55 |
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| Wells Fargo & Company (WFC) | 0.2 | $275k | 3.3k | 83.83 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $262k | 10k | 25.71 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.2 | $254k | -7% | 3.9k | 64.81 |
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| Waste Management (WM) | 0.2 | $246k | 1.1k | 220.83 |
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| Plug Power Com New (PLUG) | 0.2 | $245k | 105k | 2.33 |
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| Peabody Energy (BTU) | 0.2 | $244k | -82% | 9.2k | 26.52 |
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| New Gold Inc Cda (NGD) | 0.2 | $243k | 34k | 7.18 |
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| Constellation Energy (CEG) | 0.2 | $238k | 722.00 | 329.09 |
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| Ge Vernova (GEV) | 0.2 | $231k | NEW | 375.00 | 614.90 |
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| 3M Company (MMM) | 0.2 | $230k | 1.5k | 155.28 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $218k | 8.3k | 26.30 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $209k | NEW | 1.0k | 209.26 |
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| Agnico (AEM) | 0.1 | $201k | NEW | 1.2k | 168.56 |
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| Alx Oncology Hldgs (ALXO) | 0.0 | $40k | +6% | 22k | 1.83 |
|
| Nexters *w Exp 08/26/202 (GDEVW) | 0.0 | $396.720000 | 17k | 0.02 |
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Past Filings by HC Advisors
SEC 13F filings are viewable for HC Advisors going back to 2019
- HC Advisors 2025 Q3 filed Nov. 7, 2025
- HC Advisors 2025 Q2 filed Aug. 7, 2025
- HC Advisors 2025 Q1 filed May 14, 2025
- HC Advisors 2024 Q4 filed Feb. 5, 2025
- HC Advisors 2024 Q3 filed Nov. 5, 2024
- HC Advisors 2024 Q2 filed Aug. 7, 2024
- HC Advisors 2024 Q1 filed May 14, 2024
- HC Advisors 2023 Q4 filed Jan. 25, 2024
- HC Advisors 2023 Q3 filed Nov. 7, 2023
- HC Advisors 2023 Q2 filed Aug. 10, 2023
- HC Advisors 2023 Q1 filed May 8, 2023
- HC Advisors 2022 Q4 filed Feb. 9, 2023
- HC Advisors 2022 Q3 filed Nov. 10, 2022
- HC Advisors 2022 Q2 filed Aug. 8, 2022
- HC Advisors 2022 Q1 filed May 6, 2022
- HC Advisors 2021 Q4 filed Feb. 2, 2022