HC Advisors
Latest statistics and disclosures from HC Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHR, FDL, IYW, SCHE, SCHD, and represent 50.21% of HC Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHR, FDL, SCHE, SCHZ, VDC, SCHD, SO, SPPP, VTI, IYH.
- Started 3 new stock positions in SO, ALXO, MITT.
- Reduced shares in these 10 stocks: SCHG, NVDA, IYW, DAL, PHYS, PSLV, AAPL, HQY, Grindr, GRND.
- HC Advisors was a net buyer of stock by $6.3M.
- HC Advisors has $122M in assets under management (AUM), dropping by 12.15%.
- Central Index Key (CIK): 0001803295
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Portfolio Holdings for HC Advisors
HC Advisors holds 53 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Schwab Strategic Tr Intrm Trm Tres (SCHR) | 14.9 | $18M | +12% | 358k | 50.60 |
|
First Tr Morningstar Div Lea SHS (FDL) | 12.8 | $16M | +8% | 370k | 41.95 |
|
Ishares Tr U.s. Tech Etf (IYW) | 9.3 | $11M | 74k | 151.62 |
|
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 7.9 | $9.6M | +9% | 327k | 29.18 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 5.4 | $6.6M | +5% | 78k | 84.53 |
|
Wisdomtree Tr Us Smallcap Divd (DES) | 5.3 | $6.4M | +2% | 187k | 34.49 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.5 | $5.5M | -5% | 52k | 104.18 |
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Vanguard Consumer Staples Consum Stp Etf (VDC) | 3.6 | $4.4M | +9% | 20k | 218.48 |
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Ishares Tr U.s. Finls Etf (IYF) | 3.5 | $4.2M | +2% | 41k | 103.90 |
|
Ishares Tr Us Hlthcare Etf (IYH) | 3.5 | $4.2M | +5% | 65k | 65.00 |
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Schwab US Agg Bond ETF Us Aggregate B (SCHZ) | 3.4 | $4.2M | +13% | 88k | 47.52 |
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Ishares Tr Gbl Comm Svc Etf (IXP) | 2.4 | $3.0M | +2% | 32k | 94.13 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.3 | $2.8M | 34k | 83.09 |
|
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Vanguard World Fds Energy Etf (VDE) | 2.2 | $2.7M | +8% | 22k | 122.47 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.0 | $2.4M | 47k | 51.50 |
|
|
Grindr (GRND) | 1.7 | $2.1M | 177k | 11.93 |
|
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Sprott Physical Gold Trust Unit (PHYS) | 1.2 | $1.5M | -3% | 74k | 20.38 |
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Sprott Etf Trust Gold Miners Etf (SGDM) | 1.2 | $1.4M | +6% | 45k | 30.98 |
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Apple (AAPL) | 1.1 | $1.3M | -2% | 5.8k | 233.00 |
|
Sprott Physical Silver Tr Tr Unit (PSLV) | 1.0 | $1.3M | -3% | 122k | 10.45 |
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NVIDIA Corporation (NVDA) | 0.9 | $1.1M | -18% | 8.9k | 121.45 |
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Healthequity (HQY) | 0.8 | $952k | 12k | 81.85 |
|
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Schwab Int'l Equity ETF Intl Eqty Etf (SCHF) | 0.8 | $915k | +3% | 22k | 41.12 |
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Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $755k | +3% | 7.1k | 106.12 |
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Home Depot (HD) | 0.5 | $562k | 1.4k | 405.20 |
|
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JPMorgan Chase & Co. (JPM) | 0.4 | $544k | 2.6k | 210.93 |
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New Gold Inc Cda (NGD) | 0.4 | $504k | 175k | 2.88 |
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Chevron Corporation (CVX) | 0.4 | $500k | +2% | 3.4k | 147.29 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $482k | +121% | 1.7k | 283.16 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $463k | 806.00 | 573.76 |
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Agnico (AEM) | 0.3 | $415k | 5.2k | 80.56 |
|
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Grindr *w Exp 11/18/203 | 0.3 | $415k | -2% | 137k | 3.03 |
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Aon Shs Cl A | 0.3 | $415k | 1.2k | 345.99 |
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Alamos Gold Com Cl A (AGI) | 0.3 | $411k | 21k | 19.94 |
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Exxon Mobil Corporation (XOM) | 0.3 | $411k | 3.5k | 117.25 |
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Sprott Physical Plat Pallad Unit (SPPP) | 0.3 | $393k | +254% | 40k | 9.82 |
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Coca-Cola Company (KO) | 0.3 | $383k | 5.3k | 71.86 |
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $377k | +8% | 7.7k | 48.98 |
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Bank of America Corporation (BAC) | 0.3 | $348k | 8.8k | 39.68 |
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Southern Company (SO) | 0.3 | $337k | NEW | 3.7k | 90.18 |
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Waste Management (WM) | 0.3 | $311k | 1.5k | 207.60 |
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Delta Air Lines Inc Del Com New (DAL) | 0.3 | $311k | -19% | 6.1k | 50.79 |
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Ishares Asia/pac Div Etf (DVYA) | 0.2 | $283k | +7% | 7.3k | 38.73 |
|
Ishares Tr 7-10 Yr Trsy Bd (IDV) | 0.2 | $259k | 8.6k | 30.23 |
|
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Amazon (AMZN) | 0.2 | $254k | +3% | 1.4k | 186.34 |
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Wells Fargo & Company (WFC) | 0.2 | $237k | 4.2k | 56.49 |
|
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $226k | 3.4k | 66.52 |
|
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Crispr Therapeutics Namen Akt (CRSP) | 0.2 | $203k | +3% | 4.3k | 46.98 |
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Matterport Com Cl A (MTTR) | 0.1 | $135k | 30k | 4.50 |
|
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Ag Mtg Invt Tr Com New (MITT) | 0.1 | $131k | NEW | 17k | 7.51 |
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Plug Power Com New (PLUG) | 0.0 | $34k | +50% | 15k | 2.26 |
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Alx Oncology Hldgs (ALXO) | 0.0 | $29k | NEW | 16k | 1.82 |
|
Nexters *w Exp 08/26/202 (GDEVW) | 0.0 | $598.500000 | 17k | 0.04 |
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Past Filings by HC Advisors
SEC 13F filings are viewable for HC Advisors going back to 2019
- 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
- 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