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

HC Advisors holds 85 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.5 $22M 125k 179.47
Schwab Strategic Tr Intrm Trm Tres (SCHR) 8.1 $12M +7% 241k 49.14
Schwab Strategic Tr Us Tips Etf (SCHP) 6.2 $9.0M +8% 174k 51.80
First Tr Morningstar Div Lea SHS (FDL) 6.1 $8.9M -2% 278k 32.13
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.8 $5.5M +10% 245k 22.40
Ishares Tr U.s. Finls Etf (IYF) 3.7 $5.4M +34% 80k 67.55
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $4.7M +13% 72k 66.43
Ishares Tr U.s. Tech Etf (IYW) 2.9 $4.3M +5% 58k 73.37
Ishares Tr Barclays 7 10 Yr (IEF) 2.9 $4.2M -5% 43k 95.99
Wisdomtree Tr Us Smallcap Divd (DES) 2.5 $3.7M 144k 25.74
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $3.6M +2% 64k 55.81
Crispr Therapeutics Namen Akt (CRSP) 2.4 $3.5M +625% 54k 65.35
Vanguard World Fds Energy Etf (VDE) 2.3 $3.3M +59% 33k 101.58
Ishares Tr Us Hlthcare Etf (IYH) 2.2 $3.2M +12% 13k 253.02

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Apellis Pharmaceuticals (APLS) 1.9 $2.8M +476% 41k 68.29
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $2.0M 33k 60.53
Vanguard Russell Vng Rus1000val (VONV) 1.3 $1.9M -11% 32k 59.69
Apple (AAPL) 1.3 $1.9M -37% 14k 138.17
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $1.8M +2% 48k 37.81
Vanguard Consumer Staples Consum Stp Etf (VDC) 1.2 $1.8M -3% 11k 171.77
Schwab US Agg Bond ETF Us Aggregate B (SCHZ) 1.2 $1.8M -6% 40k 45.31
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.2 $1.7M +14% 30k 57.81
Bank of America Corporation (BAC) 1.1 $1.6M 53k 30.20
Ishares Tr Gbl Comm Svc Etf (IXP) 1.1 $1.5M 30k 52.44
Eli Lilly & Co. (LLY) 1.0 $1.5M 4.5k 323.27
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 1.0 $1.4M +57% 9.0k 161.11
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 1.0 $1.4M +2% 31k 44.37
Vanguard Russell Vng Rus1000grw (VONG) 0.9 $1.3M 24k 54.22
Sprott Physical Gold Trust Unit (PHYS) 0.9 $1.3M 101k 12.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.2M 3.4k 357.23
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $1.2M 13k 96.34
Schwab Int'l Equity ETF Intl Eqty Etf (SCHF) 0.8 $1.2M +5% 43k 28.14
Sprott Physical Silver Tr Tr Unit (PSLV) 0.8 $1.1M 166k 6.62
Plug Power Com New (PLUG) 0.7 $1.1M 50k 21.02
Vanguard Small Cap Valu Sm Cp Val Etf (VBR) 0.7 $1.0M +3% 7.2k 143.41
Vanguard MSCI EAFE Etf Ftse Dev Mkt Etf (VEA) 0.6 $888k +2% 24k 36.36
Ishares Tr Russell 3000 Etf (IWV) 0.6 $884k 4.3k 207.03
Zeta Global Holdings Corp Cl A (ZETA) 0.6 $878k NEW 133k 6.61
Healthequity (HQY) 0.6 $812k 12k 67.14
Pimco Enrgy Tactical Cr Opp Com Shs Ben Int (NRGX) 0.5 $783k 58k 13.53
Home Depot (HD) 0.5 $781k 2.8k 276.07
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $668k +78% 8.8k 75.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $653k 2.0k 328.47
Microsoft Corporation (MSFT) 0.4 $617k 2.6k 233.01
Tiga Acquisition Corp Shs Cl A 0.4 $583k 56k 10.38
Amazon (AMZN) 0.4 $542k 4.8k 112.92
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.4 $526k -2% 3.5k 150.37
Chevron Corporation (CVX) 0.3 $501k +4% 3.5k 143.84
Sprott Etf Trust Gold Miners Etf (SGDM) 0.3 $487k +67% 23k 21.35
Coca-Cola Company (KO) 0.3 $480k -14% 8.6k 56.00
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $465k 2.2k 210.41
Vanguard Index Fds Value Etf (VTV) 0.3 $446k NEW 3.6k 123.58
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.3 $425k 3.8k 113.21
Pan American Silver Corp Can (PAAS) 0.3 $371k 23k 15.88
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $362k +11% 3.8k 94.86
Bristol Myers Squibb (BMY) 0.2 $343k 4.8k 71.15
Celldex Therapeutics Inc Ne Com New (CLDX) 0.2 $341k +59% 12k 28.10
JPMorgan Chase & Co. (JPM) 0.2 $336k 3.2k 104.61
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $335k +12% 2.6k 127.33
Vanguard Small Cap Grwth Sml Cp Grw Etf (VBK) 0.2 $332k 1.7k 195.06
Aon Shs Cl A 0.2 $319k 1.2k 267.62
UnitedHealth (UNH) 0.2 $301k +32% 596.00 505.03
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $299k -61% 6.2k 48.26
American Express Company (AXP) 0.2 $285k 2.1k 135.14
Spdr S&P Dividend Etf S&p Divid Etf (SDY) 0.2 $281k 2.5k 111.38
Ascendis Pharma A S Sponsored Adr (ASND) 0.2 $266k -2% 2.6k 103.30
Alphabet Cap Stk Cl C (GOOG) 0.2 $256k +1900% 2.7k 96.24
Sprott Physical Plat Pallad Unit (SPPP) 0.2 $250k 18k 14.32
Johnson & Johnson (JNJ) 0.2 $243k 1.5k 163.09
Waste Management (WM) 0.2 $240k 1.5k 160.00
Tiga Acquisition Corp Unit 99/99/9999 0.2 $230k 22k 10.60
Sarepta Therapeutics (SRPT) 0.2 $226k NEW 2.0k 110.68
Truist Financial Corp equities (TFC) 0.2 $225k 5.2k 43.52
Delta Air Lines Inc Del Com New (DAL) 0.2 $225k 8.0k 28.11
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $203k 1.5k 135.33
Agnico (AEM) 0.1 $199k NEW 4.7k 42.15
Dyne Therapeutics (DYN) 0.1 $181k -7% 14k 12.68
New Gold Inc Cda (NGD) 0.1 $181k +15% 206k 0.88
Alamos Gold Com Cl A (AGI) 0.1 $165k NEW 22k 7.42
Alx Oncology Hldgs (ALXO) 0.1 $133k 14k 9.55
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $114k 10k 11.40
Matterport Com Cl A (MTTR) 0.1 $114k 30k 3.80
Tg Therapeutics (TGTX) 0.0 $68k NEW 12k 5.91
Tiga Acquisition Corp W Exp 11/06/202 0.0 $55k 80k 0.68
Akebia Therapeutics (AKBA) 0.0 $3.0k NEW 10k 0.30

Past Filings by HC Advisors

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