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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 43.71% of HC Advisors's stock portfolio.
Added to shares of these 10 stocks: IEI, IYW, SCHR, SCHO, TLSI, VTI, AEM, CYTK, CRSP, GE.
Started 7 new stock positions in TLSI, AEM, CRSP, IEI, CYTK, GE, APLS.
Reduced shares in these 10 stocks: SCHP (-$11M), IYF, IYH, PDX, VONV, VGSH, SCHE, FDL, , VBR.
Sold out of its positions in PDX, SCHP, NCLH.
HC Advisors was a net seller of stock by $-3.2M.
HC Advisors has $179M in assets under management (AUM), dropping by 6.15%.
Central Index Key (CIK): 0001803295

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Portfolio Holdings for HC Advisors

HC Advisors holds 87 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	20.9	$37M		157k	237.22	View chart
Schwab Strategic Tr Intrm Trm Tres (SCHR)	8.5	$15M	+22%	307k	49.72	View chart
First Tr Morningstar Div Lea SHS (FDL)	6.0	$11M	-2%	297k	35.88	View chart
Ishares Tr U.s. Tech Etf (IYW)	4.9	$8.8M	+47%	72k	122.75	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.4	$6.0M	-5%	242k	24.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.0	$5.4M		71k	76.13	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.8	$5.1M		61k	82.96	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	2.8	$5.0M		157k	32.17	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.4	$4.3M	NEW	37k	117.13	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	2.2	$4.0M		41k	96.39	View chart
Apple (AAPL)	2.2	$3.9M	-5%	20k	192.53	View chart
Schwab US Agg Bond ETF Us Aggregate B (SCHZ)	2.0	$3.5M	+5%	75k	46.62	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.8	$3.2M	-11%	56k	58.33	View chart
Ishares Tr U.s. Finls Etf (IYF)	1.7	$3.1M	-40%	36k	85.41	View chart
Ishares Tr Us Hlthcare Etf (IYH)	1.7	$3.1M	-32%	11k	286.24	View chart
Vanguard Consumer Staples Consum Stp Etf (VDC)	1.6	$2.8M	+2%	15k	190.96	View chart
Eli Lilly & Co. (LLY)	1.5	$2.6M		4.5k	582.93	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.4	$2.5M	+3%	34k	75.32	View chart
Vanguard Intl Eqty Index Allwrld Ex Us (VEU)	1.3	$2.4M		43k	56.14	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.3	$2.4M	+297%	49k	48.45	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.2	$2.2M	+5%	47k	47.24	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	1.2	$2.1M	+2%	29k	74.62	View chart
Vanguard Russell Vng Rus1000val (VONV)	1.2	$2.1M	-25%	29k	72.54	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	1.1	$1.9M		9.0k	212.83	View chart
Vanguard Russell Vng Rus1000grw (VONG)	1.0	$1.9M		24k	78.02	View chart
Vanguard World Fds Energy Etf (VDE)	1.0	$1.9M	-8%	16k	117.28	View chart
Grindr (GRND)	0.9	$1.7M	+3%	193k	8.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$1.6M		3.3k	475.35	View chart
Plug Power Com New (PLUG)	0.8	$1.4M		310k	4.50	View chart
Sprott Physical Gold Trust Unit (PHYS)	0.8	$1.4M	-5%	87k	15.93	View chart
Vanguard MSCI EAFE Etf Ftse Dev Mkt Etf (VEA)	0.7	$1.3M	+17%	27k	47.90	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.7	$1.2M		133k	8.82	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.7	$1.2M		4.2k	273.74	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.6	$1.1M	-8%	142k	8.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$1.1M	-16%	6.1k	179.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.1M	+21%	2.5k	436.80	View chart
Sprott Etf Trust Gold Miners Etf (SGDM)	0.6	$1.0M	+19%	41k	24.99	View chart
Home Depot (HD)	0.5	$963k		2.8k	346.55	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$875k		11k	81.28	View chart
Trisalus Life Sciences (TLSI)	0.5	$860k	NEW	102k	8.45	View chart
Healthequity (HQY)	0.4	$804k		12k	66.30	View chart
Schwab Int'l Equity ETF Intl Eqty Etf (SCHF)	0.4	$799k		22k	36.96	View chart
Chevron Corporation (CVX)	0.4	$778k	+2%	5.2k	149.18	View chart
Amazon (AMZN)	0.4	$711k		4.7k	151.94	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$708k		4.7k	149.50	View chart
Microsoft Corporation (MSFT)	0.4	$679k		1.8k	376.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$677k		2.2k	303.18	View chart
JPMorgan Chase & Co. (JPM)	0.3	$593k	-2%	3.5k	170.11	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.3	$587k	-8%	3.2k	183.58	View chart
Coca-Cola Company (KO)	0.3	$584k	-6%	9.9k	58.93	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$576k		5.8k	99.25	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.3	$467k	-29%	3.4k	136.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$454k		4.1k	111.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$444k		2.8k	157.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$442k	+72%	2.6k	170.43	View chart
Bristol Myers Squibb (BMY)	0.2	$434k		8.4k	51.31	View chart
Bank of America Corporation (BAC)	0.2	$422k		13k	33.67	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$419k		1.7k	241.83	View chart
NVIDIA Corporation (NVDA)	0.2	$416k	-10%	839.00	495.45	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$409k		6.9k	59.32	View chart
American Express Company (AXP)	0.2	$396k		2.1k	187.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$353k		2.5k	140.93	View chart
Aon Shs Cl A	0.2	$349k		1.2k	291.02	View chart
Exxon Mobil Corporation (XOM)	0.2	$337k	+40%	3.4k	100.00	View chart
Spdr S&P Dividend Etf S&p Divid Etf (SDY)	0.2	$324k		2.6k	124.98	View chart
New Gold Inc Cda (NGD)	0.2	$313k	+13%	215k	1.46	View chart
Agnico (AEM)	0.2	$295k	NEW	5.4k	54.85	View chart
Alamos Gold Com Cl A (AGI)	0.2	$295k	+20%	22k	13.47	View chart
Intel Corporation (INTC)	0.2	$287k	-7%	5.7k	50.25	View chart
Johnson & Johnson (JNJ)	0.2	$285k		1.8k	156.74	View chart
Delta Air Lines Inc Del Com New (DAL)	0.2	$282k		7.0k	40.23	View chart
Grindr *w Exp 11/18/202 (GRND.WS)	0.2	$279k		154k	1.81	View chart
Waste Management (WM)	0.2	$271k		1.5k	179.10	View chart
Cytokinetics Com New (CYTK)	0.2	$271k	NEW	3.2k	83.49	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.2	$270k	NEW	4.3k	62.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$254k		1.8k	139.69	View chart
Pan American Silver Corp Can (PAAS)	0.1	$254k	-3%	16k	16.33	View chart
Wells Fargo & Company (WFC)	0.1	$246k		5.0k	49.22	View chart
Ishares Asia/pac Div Etf (DVYA)	0.1	$239k		6.7k	35.76	View chart
Ishares Tr 7-10 Yr Trsy Bd (IDV)	0.1	$233k		8.3k	27.99	View chart
General Electric Com New (GE)	0.1	$227k	NEW	1.8k	127.63	View chart
Altria (MO)	0.1	$224k	+11%	5.5k	40.34	View chart
Southern Company (SO)	0.1	$222k		3.2k	70.12	View chart
Pdd Holdings Sponsored Ads (PDD)	0.1	$220k	-40%	1.5k	146.31	View chart
Apellis Pharmaceuticals (APLS)	0.1	$210k	NEW	3.5k	59.86	View chart
Matterport Com Cl A (MTTR)	0.0	$81k		30k	2.69	View chart
Nexters *w Exp 08/26/202 (GDEVW)	0.0	$5.5k	+11%	19k	0.29	View chart

Past Filings by HC Advisors

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

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
HC Advisors 2020 Q1 filed May 8, 2020

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