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HC Advisors

Latest statistics and disclosures from HC Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, SCHR, FDL, IYW, SCHE, and represent 45.31% of HC Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHR (+$7.8M), IYH, FDL, SCHE, KO, VDC, TSLA, VDE, IYW, BABA.
Started 8 new stock positions in BABA, TSLA, ADTHW, Grindr, RTX, SCHB, GPC, ASND.
Reduced shares in these 10 stocks: TLSI, SCHG, GRND.WS, PAAS, APLS, PHYS, PSLV, GRND, JPM, SCHO.
Sold out of its positions in APLS, GRND.WS, PAAS, TLSI.
HC Advisors was a net buyer of stock by $22M.
HC Advisors has $210M in assets under management (AUM), dropping by 17.50%.
Central Index Key (CIK): 0001803295

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Portfolio Holdings for HC Advisors

HC Advisors holds 91 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	19.6	$41M		158k	259.90	View chart
Schwab Strategic Tr Intrm Trm Tres (SCHR)	10.9	$23M	+51%	465k	49.05	View chart
First Tr Morningstar Div Lea SHS (FDL)	6.3	$13M	+15%	341k	38.48	View chart
Ishares Tr U.s. Tech Etf (IYW)	4.9	$10M	+6%	76k	135.06	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.7	$7.8M	+27%	308k	25.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.9	$6.2M	+7%	76k	80.63	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	2.6	$5.5M	+8%	169k	32.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.5	$5.3M	-5%	58k	92.72	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.3	$4.8M	+11%	41k	115.81	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	2.1	$4.3M	+10%	46k	94.66	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.8	$3.8M	+17%	65k	58.07	View chart
Vanguard Consumer Staples Consum Stp Etf (VDC)	1.8	$3.8M	+25%	18k	204.14	View chart
Schwab US Agg Bond ETF Us Aggregate B (SCHZ)	1.7	$3.7M	+6%	80k	46.00	View chart
Ishares Tr U.s. Finls Etf (IYF)	1.7	$3.6M	+3%	37k	95.65	View chart
Eli Lilly & Co. (LLY)	1.7	$3.5M		4.5k	777.98	View chart
Ishares Tr Us Hlthcare Etf (IYH)	1.7	$3.5M	+424%	56k	61.90	View chart
Apple (AAPL)	1.6	$3.4M		20k	171.49	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.4	$2.9M	+4%	35k	81.43	View chart
Vanguard World Fds Energy Etf (VDE)	1.3	$2.7M	+28%	20k	131.70	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	1.3	$2.7M	+9%	32k	84.14	View chart
Vanguard Intl Eqty Index Allwrld Ex Us (VEU)	1.3	$2.6M	+5%	45k	58.65	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$2.4M	+2%	48k	49.24	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	1.1	$2.3M	+9%	9.8k	232.96	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.1	$2.3M	-3%	47k	48.21	View chart
Vanguard Russell Vng Rus1000val (VONV)	1.1	$2.3M		29k	78.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$2.1M	+23%	4.1k	523.11	View chart
Vanguard Russell Vng Rus1000grw (VONG)	1.0	$2.1M		24k	86.67	View chart
Grindr (GRND)	0.9	$1.9M	-4%	183k	10.13	View chart
Vanguard MSCI EAFE Etf Ftse Dev Mkt Etf (VEA)	0.7	$1.5M	+12%	30k	50.17	View chart
Coca-Cola Company (KO)	0.7	$1.5M	+140%	24k	61.18	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.7	$1.5M		133k	10.93	View chart
Plug Power Com New (PLUG)	0.7	$1.4M	+32%	410k	3.44	View chart
Sprott Physical Gold Trust Unit (PHYS)	0.6	$1.3M	-12%	76k	17.30	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.6	$1.3M		4.2k	300.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.2M		2.5k	480.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$1.2M		6.1k	191.88	View chart
Amazon (AMZN)	0.5	$1.1M	+29%	6.1k	180.38	View chart
Bank of America Corporation (BAC)	0.5	$1.1M	+122%	28k	37.92	View chart
Home Depot (HD)	0.5	$1.1M		2.8k	383.60	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.5	$1.1M	-10%	127k	8.29	View chart
Sprott Etf Trust Gold Miners Etf (SGDM)	0.5	$1.0M	-3%	40k	25.34	View chart
Healthequity (HQY)	0.5	$975k		12k	81.63	View chart
NVIDIA Corporation (NVDA)	0.5	$973k	+28%	1.1k	903.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$868k		11k	80.51	View chart
Schwab Int'l Equity ETF Intl Eqty Etf (SCHF)	0.4	$857k		22k	39.02	View chart
Chevron Corporation (CVX)	0.4	$827k		5.2k	157.77	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$772k		4.7k	162.86	View chart
Microsoft Corporation (MSFT)	0.4	$758k		1.8k	420.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$753k		2.2k	337.06	View chart
Tesla Motors (TSLA)	0.4	$752k	NEW	4.3k	175.79	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.3	$645k	+2%	3.3k	197.13	View chart
JPMorgan Chase & Co. (JPM)	0.3	$611k	-12%	3.0k	200.35	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.3	$584k	NEW	8.1k	72.36	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$559k		5.7k	97.94	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$492k		4.1k	121.01	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.2	$492k	+2%	3.5k	139.86	View chart
Bristol Myers Squibb (BMY)	0.2	$483k	+5%	8.9k	54.23	View chart
American Express Company (AXP)	0.2	$481k		2.1k	227.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$477k		2.8k	169.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$451k		1.7k	260.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$436k	+14%	2.9k	152.26	View chart
Exxon Mobil Corporation (XOM)	0.2	$409k	+4%	3.5k	116.24	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$404k		6.9k	58.55	View chart
Aon Shs Cl A	0.2	$400k		1.2k	333.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$392k	-17%	2.1k	182.63	View chart
New Gold Inc Cda (NGD)	0.2	$371k		218k	1.70	View chart
Alamos Gold Com Cl A (AGI)	0.2	$359k	+11%	24k	14.75	View chart
Agnico (AEM)	0.2	$353k	+9%	5.9k	59.65	View chart
Spdr S&P Dividend Etf S&p Divid Etf (SDY)	0.2	$340k		2.6k	131.25	View chart
Grindr *w Exp 11/18/203	0.2	$336k	NEW	145k	2.31	View chart
Delta Air Lines Inc Del Com New (DAL)	0.2	$329k		6.9k	47.88	View chart
Waste Management (WM)	0.2	$320k		1.5k	213.15	View chart
General Electric Com New (GE)	0.1	$312k		1.8k	175.53	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.1	$304k	+3%	4.5k	68.16	View chart
Johnson & Johnson (JNJ)	0.1	$297k	+3%	1.9k	158.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$275k		1.8k	150.93	View chart
Wells Fargo & Company (WFC)	0.1	$254k	-12%	4.4k	57.96	View chart
Ishares Tr 7-10 Yr Trsy Bd (IDV)	0.1	$254k	+8%	9.0k	28.04	View chart
Ishares Asia/pac Div Etf (DVYA)	0.1	$246k		6.8k	36.21	View chart
Altria (MO)	0.1	$243k		5.6k	43.62	View chart
Southern Company (SO)	0.1	$240k	+5%	3.3k	71.74	View chart
Intel Corporation (INTC)	0.1	$239k	-5%	5.4k	44.17	View chart
Ascendis Pharma A/s Sponsored Adr (ASND)	0.1	$224k	NEW	1.5k	151.17	View chart
Cytokinetics Com New (CYTK)	0.1	$216k	-4%	3.1k	70.11	View chart
Genuine Parts Company (GPC)	0.1	$212k	NEW	1.4k	154.93	View chart
Raytheon Technologies Corp (RTX)	0.1	$211k	NEW	2.2k	97.53	View chart
Pdd Holdings Sponsored Ads (PDD)	0.1	$209k	+20%	1.8k	116.25	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$207k	NEW	3.4k	61.05	View chart
Matterport Com Cl A (MTTR)	0.0	$68k		30k	2.26	View chart
Adtheorent Holding Company W Exp 12/26/202 (ADTHW)	0.0	$6.1k	NEW	41k	0.15	View chart
Nexters *w Exp 08/26/202 (GDEVW)	0.0	$1.2k	-10%	17k	0.07	View chart

Past Filings by HC Advisors

SEC 13F filings are viewable for HC Advisors going back to 2019

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
HC Advisors 2021 Q3 filed Oct. 29, 2021
HC Advisors 2021 Q2 filed Aug. 9, 2021
HC Advisors 2021 Q1 filed May 7, 2021
HC Advisors 2020 Q4 filed Feb. 8, 2021
HC Advisors 2020 Q3 filed Nov. 4, 2020
HC Advisors 2020 Q2 filed Aug. 12, 2020

View all past filings

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