HC Advisors

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

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Positions held by HC Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for HC Advisors

Companies in the HC Advisors portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 16.1 $25M 121k 206.69
Schwab Strategic Tr Intrm Trm Tres (SCHR) 13.3 $21M 364k 56.41
First Tr Morningstar Div Lea SHS (FDL) 7.7 $12M +10% 366k 32.72
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.6 $7.1M 225k 31.78
iShares Treasury 7-10 Yr Bond Barclays 7 10 Yr (IEF) 4.0 $6.2M -2% 55k 112.92
iShares US Tech ETF U.s. Tech Etf (IYW) 4.0 $6.1M -3% 70k 87.70
iShares US Financials ETF U.s. Finls Etf (IYF) 3.5 $5.4M -5% 73k 74.86
Schwab Strategic Tr Us Tips Etf (SCHP) 3.5 $5.4M 89k 61.16
WisdomTree SmallCap Dividend Fund (DES) 3.4 $5.3M +3% 171k 31.15
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.0 $4.7M +30% 64k 72.92
iShares Global Comm Svcs Gbl Comm Svc Etf (IXP) 2.2 $3.4M +6% 42k 80.37
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $3.3M +4% 26k 129.78
iShares US Healthcare ETF Us Hlthcare Etf (IYH) 2.0 $3.1M -2% 13k 252.45
Apple (AAPL) 1.7 $2.6M 21k 122.13

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Vanguard Consumer Staples Consum Stp Etf (VDC) 1.5 $2.4M 13k 178.21
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.3 $2.1M +3% 28k 74.42
Schwab US Agg Bond ETF Us Aggregate B (SCHZ) 1.2 $1.9M +16% 36k 53.95
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.2 $1.9M 19k 99.64
Vanguard Russell Vng Rus1000val (VONV) 1.2 $1.8M 14k 132.90
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 1.1 $1.8M +5% 29k 60.68
Bank of America Corporation (BAC) 1.1 $1.7M +461% 43k 38.69
JPMorgan Chase & Co. (JPM) 1.1 $1.6M +253% 11k 152.23
Vanguard Russell Vng Rus1000grw (VONG) 1.0 $1.5M 6.0k 249.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.4M 3.5k 396.25
Schwab Int'l Equity ETF Intl Eqty Etf (SCHF) 0.8 $1.3M +6% 34k 37.63
Ishares Russell Russell 3000 Etf (IWV) 0.7 $1.0M 4.3k 237.24
Vanguard Small Cap Valu Sm Cp Val Etf (VBR) 0.6 $996k 6.0k 165.67
Amazon (AMZN) 0.6 $950k +11% 307.00 3094.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $928k 2.5k 364.21
Sprott Physical Gold Trust Unit (PHYS) 0.6 $899k 67k 13.41
Home Depot (HD) 0.6 $888k +3% 2.9k 305.36
Pimco Enrgy Tactical Cr Opp Com Shs Ben Int (NRGX) 0.5 $781k -10% 75k 10.36
Sprott Physical Silver Tr Tr Unit (PSLV) 0.5 $780k 89k 8.77
Altria (MO) 0.5 $726k NEW 14k 51.19
Vanguard MSCI EAFE Etf Ftse Dev Mkt Etf (VEA) 0.4 $684k 14k 49.12
Verizon Communications (VZ) 0.4 $681k NEW 12k 58.14
Alx Oncology Hldgs (ALXO) 0.4 $660k -8% 8.9k 73.78
Pan American Silver Corp Can (PAAS) 0.4 $602k 20k 30.04
Crispr Therapeutics Namen Akt (CRSP) 0.4 $564k +9% 4.6k 121.81
Ishares Russell Rus 1000 Grw Etf (IWF) 0.3 $537k 2.2k 242.99
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.3 $525k 2.4k 218.93
Microsoft Corporation (MSFT) 0.3 $514k +8% 2.2k 235.67
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.3 $471k 2.6k 184.71
Vanguard Small Cap Grwth Sml Cp Grw Etf (VBK) 0.3 $467k 1.7k 274.87
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $460k 4.9k 92.95
Coca-Cola Company (KO) 0.3 $451k 8.6k 52.69
Delta Air Lines (DAL) 0.3 $429k +5% 8.9k 48.32
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $397k 2.8k 141.79
Pfizer (PFE) 0.3 $395k +2% 11k 36.20
Intel Corporation (INTC) 0.2 $380k -2% 5.9k 63.97
Kirkland Lake Gold (KL) 0.2 $354k -10% 11k 33.83
Sprott Physical Plat Pallad Unit (SPPP) 0.2 $344k 18k 18.94
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 0.2 $341k 165.00 2066.67
Ascendis Pharma A S Sponsored Adr (ASND) 0.2 $328k +2% 2.5k 128.78
Agnico (AEM) 0.2 $319k -12% 5.5k 57.80
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.2 $310k 2.2k 139.70
Biohaven Pharmaceutical Holding (BHVN) 0.2 $308k +21% 4.5k 68.40
Johnson & Johnson (JNJ) 0.2 $302k 1.8k 164.31
American Express Company (AXP) 0.2 $301k 2.1k 141.65
Spdr S&P Dividend Etf S&p Divid Etf (SDY) 0.2 $296k 2.5k 118.07
Cisco Systems (CSCO) 0.2 $290k -18% 5.6k 51.73
Truist Financial Corp equities (TFC) 0.2 $289k 5.0k 58.32
Aon Shs Cl A 0.2 $274k 1.2k 229.87
Netflix (NFLX) 0.2 $269k 515.00 522.33
Walt Disney Company (DIS) 0.2 $257k 1.4k 184.49
Tiga Acquisition Corp Shs Cl A 0.2 $250k NEW 25k 10.03
Apellis Pharmaceuticals (APLS) 0.2 $237k -3% 5.5k 42.91
Alphabet Cap Stk Cl A (GOOGL) 0.2 $237k -52% 115.00 2060.87
Tiga Acquisition Corp Unit 99/99/9999 (TINV.U) 0.1 $231k +16% 22k 10.64
Pinduoduo Sponsored Ads (PDD) 0.1 $229k NEW 1.7k 133.92
Comcast Corp Cl A (CMCSA) 0.1 $229k +4% 4.2k 54.06
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $221k 3.0k 73.67
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $221k 1.5k 147.33
Pliant Therapeutics (PLRX) 0.1 $216k NEW 5.5k 39.32
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $215k NEW 2.1k 101.13
Cytokinetics Com New (CYTK) 0.1 $210k -69% 9.0k 23.31
Chevron Corp New (CVX) 0.1 $206k NEW 2.0k 104.99
Black Diamond Therapeutics (BDTX) 0.1 $202k 8.3k 24.25
Genuine Parts Company (GPC) 0.1 $201k NEW 1.7k 115.65
Philip Morris International (PM) 0.1 $199k NEW 2.2k 88.80
Blackstone Group Inc Com Cl A (BX) 0.1 $197k NEW 2.6k 74.59
At&t (T) 0.1 $195k NEW 6.5k 30.21
Aberdeen Global Premier Ppty Com Sh Ben Int (AWP) 0.1 $190k -2% 32k 5.96
Passage Bio (PASG) 0.1 $179k NEW 10k 17.49
General Electric Company (GE) 0.1 $139k NEW 11k 13.12
Equinox Gold Corp equities (EQX) 0.1 $136k -9% 17k 7.99
New Gold Inc Cda (NGD) 0.1 $132k +126% 86k 1.54
Tiga Acquisition Corp W Exp 11/06/202 0.0 $51k NEW 39k 1.30
Kismet Acquisition One Corp P *w Exp 99/99/999 (KSMTW) 0.0 $13k NEW 16k 0.80

Past Filings by HC Advisors

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