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 September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 17.9 $27M 123k 222.06
Schwab Strategic Tr Intrm Trm Tres (SCHR) 13.5 $21M -2% 362k 56.71
First Tr Morningstar Div Lea SHS (FDL) 6.5 $10M -17% 305k 32.76
iShares Treasury 7-10 Yr Bond Barclays 7 10 Yr (IEF) 4.3 $6.5M 57k 115.22
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.0 $6.1M -14% 199k 30.48
iShares US Tech ETF U.s. Tech Etf (IYW) 3.6 $5.5M -22% 54k 101.25
Schwab Strategic Tr Us Tips Etf (SCHP) 3.6 $5.5M 87k 62.58
iShares US Financials ETF U.s. Finls Etf (IYF) 3.1 $4.8M -15% 58k 82.55
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.1 $4.7M +3% 64k 74.24
WisdomTree SmallCap Dividend Fund (DES) 2.7 $4.1M -17% 134k 30.83
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.6 $4.0M +4% 27k 148.09
iShares US Healthcare ETF Us Hlthcare Etf (IYH) 2.0 $3.1M -12% 11k 275.92
Apple (AAPL) 1.9 $3.0M 21k 141.48
iShares Global Comm Svcs Gbl Comm Svc Etf (IXP) 1.9 $2.9M -16% 35k 84.59

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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $2.2M +5% 29k 76.68
Schwab US Agg Bond ETF Us Aggregate B (SCHZ) 1.4 $2.1M +3% 39k 54.26
Vanguard Consumer Staples Consum Stp Etf (VDC) 1.3 $2.0M -14% 11k 179.23
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $2.0M +5% 20k 100.09
Vanguard Russell Vng Rus1000val (VONV) 1.2 $1.9M 27k 68.72
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 1.2 $1.8M 30k 60.96
JPMorgan Chase & Co. (JPM) 1.1 $1.7M 11k 163.73
Bank of America Corporation (BAC) 1.1 $1.7M 41k 42.45
Vanguard Russell Vng Rus1000grw (VONG) 1.1 $1.7M 24k 70.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.5M 3.5k 429.19
Schwab Int'l Equity ETF Intl Eqty Etf (SCHF) 0.9 $1.4M +7% 36k 38.70
Eli Lilly & Co. (LLY) 0.7 $1.1M +48% 4.9k 231.13
Ishares Russell Russell 3000 Etf (IWV) 0.7 $1.1M 4.3k 254.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.1M 2.7k 394.42
Vanguard Small Cap Valu Sm Cp Val Etf (VBR) 0.7 $1.0M 6.1k 169.30
Pimco Enrgy Tactical Cr Opp Com Shs Ben Int (NRGX) 0.6 $952k -8% 78k 12.22
Home Depot (HD) 0.6 $944k 2.9k 328.12
Amazon (AMZN) 0.6 $917k 279.00 3286.74
Sprott Physical Gold Trust Unit (PHYS) 0.6 $906k -3% 66k 13.79
Sprott Physical Silver Tr Tr Unit (PSLV) 0.5 $708k 92k 7.68
Vanguard MSCI EAFE Etf Ftse Dev Mkt Etf (VEA) 0.5 $703k 14k 50.49
Crispr Therapeutics Namen Akt (CRSP) 0.4 $644k 5.8k 112.00
Microsoft Corporation (MSFT) 0.4 $618k 2.2k 282.06
Alx Oncology Hldgs (ALXO) 0.4 $606k -6% 8.2k 73.85
Ishares Russell Rus 1000 Grw Etf (IWF) 0.4 $606k 2.2k 274.21
Matterport Com Cl A 0.4 $567k NEW 30k 18.90
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.3 $513k 2.4k 213.93
Biohaven Pharmaceutical Holding (BHVN) 0.3 $513k -13% 3.7k 138.99
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.3 $505k 2.6k 198.04
Pan American Silver Corp Can (PAAS) 0.3 $477k -3% 21k 23.26
Vanguard Small Cap Grwth Sml Cp Grw Etf (VBK) 0.3 $476k 1.7k 280.16
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $467k 4.9k 94.36
Kirkland Lake Gold (KL) 0.3 $456k -6% 11k 41.58
Coca-Cola Company (KO) 0.3 $456k -14% 8.7k 52.46
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 0.3 $432k 162.00 2666.67
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $419k 2.8k 149.64
Ascendis Pharma A S Sponsored Adr (ASND) 0.2 $378k -3% 2.4k 159.43
Delta Air Lines (DAL) 0.2 $374k +8% 8.8k 42.57
Tiga Acquisition Corp Shs Cl A (TINV) 0.2 $364k 36k 10.12
American Express Company (AXP) 0.2 $353k 2.1k 167.62
Aon Shs Cl A 0.2 $341k 1.2k 286.07
Agnico (AEM) 0.2 $334k 6.4k 51.87
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.2 $312k 2.2k 140.60
Truist Financial Corp equities (TFC) 0.2 $309k +6% 5.3k 58.75
Alphabet Cap Stk Cl A (GOOGL) 0.2 $307k 115.00 2669.57
Celldex Therapeutics Inc Ne Com New (CLDX) 0.2 $296k -14% 5.5k 53.93
Spdr S&P Dividend Etf S&p Divid Etf (SDY) 0.2 $295k 2.5k 117.67
Netflix (NFLX) 0.2 $253k -19% 415.00 609.64
Johnson & Johnson (JNJ) 0.2 $246k -7% 1.5k 161.42
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $230k 1.5k 153.33
Newmont Mining Corporation (NEM) 0.2 $229k NEW 4.2k 54.34
Tiga Acquisition Corp Unit 99/99/9999 (TINV.U) 0.1 $225k 22k 10.37
Waste Management (WM) 0.1 $224k NEW 1.5k 149.33
Walt Disney Company (DIS) 0.1 $223k -3% 1.3k 169.32
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $220k 2.1k 103.48
Intel Corporation (INTC) 0.1 $217k -6% 4.1k 53.33
Pfizer (PFE) 0.1 $214k -15% 5.0k 42.96
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $205k -4% 4.0k 51.25
Sprott Physical Plat Pallad Unit (SPPP) 0.1 $204k -21% 14k 14.30
Pinduoduo Sponsored Ads (PDD) 0.1 $200k +29% 2.2k 90.50
Equinox Gold Corp equities (EQX) 0.1 $177k +5% 27k 6.61
New Gold Inc Cda (NGD) 0.1 $143k +26% 135k 1.06
Alamos Gold Com Cl A (AGI) 0.1 $115k NEW 16k 7.22
Aberdeen Global Premier Ppty Com Sh Ben Int (AWP) 0.0 $63k -72% 10k 6.09
Tiga Acquisition Corp W Exp 11/06/202 (TINV.WS) 0.0 $39k +3% 56k 0.70
Seanergy Maritime Hldgs Corp Shs New (SHIP) 0.0 $25k NEW 17k 1.47
Nexters *w Exp 08/26/202 0.0 $14k NEW 17k 0.82

Past Filings by HC Advisors

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