Hc Financial Advisors
Latest statistics and disclosures from Hc Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, V, TOTL, NFRA, MSFT, and represent 19.61% of Hc Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: IQDF, AMZN, QDF, DES, IVV, ESGD, VTI, NFRA, IWB, NOW.
- Started 54 new stock positions in BITO, PLTR, Brookfield Asset Mgmt Reins, VRTX, W, AEM, QUAL, YETI, MTCH, VMBS.
- Reduced shares in these 10 stocks: ICSH, SCHZ, ADP, V, BNL, DUK, Danaher Corporation 4.75 mnd cv p, BMY, TOTL, PEP.
- Sold out of its positions in ARKW, IBUY, DJP, CTSH, Danaher Corporation 4.75 mnd cv p, DELL, EBAY, FRPT, HEI, IAU.
- Hc Financial Advisors was a net buyer of stock by $4.7M.
- Hc Financial Advisors has $149M in assets under management (AUM), dropping by -11.07%.
- Central Index Key (CIK): 0000784045
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Portfolio Holdings for Hc Financial Advisors
Hc Financial Advisors holds 348 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.4 | $8.0M | 59k | 136.72 |
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| Visa Com Cl A (V) | 3.9 | $5.9M | -2% | 30k | 196.91 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 3.4 | $5.2M | 122k | 42.18 |
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| Flexshares Tr Stoxx Globr Inf (NFRA) | 3.4 | $5.1M | +3% | 99k | 51.68 |
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| Microsoft Corporation (MSFT) | 3.4 | $5.1M | 20k | 256.82 |
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| Broadstone Net Lease (BNL) | 3.0 | $4.5M | -3% | 220k | 20.51 |
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| Automatic Data Processing (ADP) | 2.9 | $4.4M | -4% | 21k | 210.04 |
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| Home Depot (HD) | 2.5 | $3.8M | 14k | 274.27 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 2.3 | $3.4M | +14% | 68k | 50.73 |
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| Pfizer (PFE) | 2.2 | $3.3M | 63k | 52.43 |
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| Duke Energy Corp Com New (DUK) | 1.9 | $2.8M | -4% | 26k | 107.20 |
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| PNC Financial Services (PNC) | 1.8 | $2.7M | -2% | 17k | 157.77 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $2.7M | 1.2k | 2187.65 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 1.8 | $2.6M | +13% | 94k | 28.22 |
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| Flexshares Tr Intl Qltdv Idx (IQDF) | 1.8 | $2.6M | +1885% | 129k | 20.43 |
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| Johnson & Johnson (JNJ) | 1.8 | $2.6M | -3% | 15k | 177.48 |
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| Caterpillar (CAT) | 1.7 | $2.5M | 14k | 178.76 |
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| Honeywell International (HON) | 1.7 | $2.5M | 14k | 173.79 |
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| Amgen (AMGN) | 1.6 | $2.5M | 10k | 243.27 |
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| Us Bancorp Del Com New (USB) | 1.6 | $2.5M | -2% | 53k | 46.03 |
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| Northern Trust Corporation (NTRS) | 1.6 | $2.4M | 25k | 96.48 |
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| FedEx Corporation (FDX) | 1.6 | $2.4M | 11k | 226.74 |
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| Becton, Dickinson and (BDX) | 1.6 | $2.3M | 9.5k | 246.48 |
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| Walt Disney Company (DIS) | 1.6 | $2.3M | -3% | 25k | 94.39 |
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| Amazon (AMZN) | 1.5 | $2.3M | +1965% | 21k | 106.22 |
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| Raytheon Technologies Corp (RTX) | 1.5 | $2.2M | 23k | 96.09 |
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| Bristol Myers Squibb (BMY) | 1.4 | $2.1M | -5% | 27k | 76.98 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.3 | $2.0M | -4% | 7.2k | 277.59 |
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| Huntington Bancshares Incorporated (HBAN) | 1.3 | $2.0M | 164k | 12.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.9M | +2% | 858.00 | 2179.49 |
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| McDonald's Corporation (MCD) | 1.2 | $1.9M | -2% | 7.5k | 246.81 |
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| Novartis Sponsored Adr (NVS) | 1.2 | $1.7M | -2% | 21k | 84.54 |
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| Costco Wholesale Corporation (COST) | 1.2 | $1.7M | 3.6k | 479.16 |
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| Pepsi (PEP) | 1.2 | $1.7M | -5% | 10k | 166.65 |
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| Verizon Communications (VZ) | 1.1 | $1.7M | -4% | 33k | 50.74 |
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| Adobe Systems Incorporated (ADBE) | 1.0 | $1.6M | +4% | 4.3k | 366.09 |
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| Procter & Gamble Company (PG) | 1.0 | $1.5M | -3% | 11k | 143.79 |
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| Lauder Estee Cos Cl A (EL) | 1.0 | $1.5M | +5% | 6.0k | 254.67 |
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| Mondelez Intl Cl A (MDLZ) | 1.0 | $1.5M | -4% | 25k | 62.07 |
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| Starbucks Corporation (SBUX) | 1.0 | $1.5M | 19k | 76.41 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 1.0 | $1.4M | 18k | 80.50 |
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| Comcast Corp Cl A (CMCSA) | 0.9 | $1.4M | +7% | 35k | 39.25 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $1.4M | 24k | 58.86 |
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| Jacobs Engineering | 0.9 | $1.4M | +5% | 11k | 127.09 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $1.3M | +20% | 6.7k | 188.60 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $1.2M | +17% | 5.6k | 207.78 |
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| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.8 | $1.2M | +4% | 20k | 58.69 |
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| Nike CL B (NKE) | 0.7 | $1.1M | +6% | 11k | 102.20 |
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| 3M Company (MMM) | 0.7 | $1.1M | -5% | 8.3k | 129.39 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.7 | $1.0M | 16k | 64.66 |
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| Stryker Corporation (SYK) | 0.7 | $1.0M | +7% | 5.1k | 199.02 |
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| Abbott Laboratories (ABT) | 0.7 | $1.0M | 9.3k | 108.69 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $979k | 3.6k | 272.93 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $965k | 5.6k | 172.41 |
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| Servicenow (NOW) | 0.6 | $960k | +16% | 2.0k | 475.48 |
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| Constellation Brands Cl A (STZ) | 0.6 | $881k | 3.8k | 233.07 |
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| Cisco Systems (CSCO) | 0.6 | $861k | -2% | 20k | 42.64 |
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| Chevron Corporation (CVX) | 0.5 | $726k | 5.0k | 144.74 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 0.5 | $699k | 15k | 45.99 |
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| Workday Cl A (WDAY) | 0.5 | $697k | 5.0k | 139.54 |
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| Colgate-Palmolive Company (CL) | 0.4 | $618k | 7.7k | 80.17 |
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| Nextera Energy (NEE) | 0.4 | $614k | +16% | 7.9k | 77.48 |
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| Flexshares Tr Cre Slct Bd Fd (BNDC) | 0.4 | $609k | +20% | 27k | 22.95 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.4 | $589k | 21k | 28.33 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $553k | 5.4k | 101.73 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $517k | 10k | 49.50 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $512k | +2% | 13k | 38.97 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $499k | 1.3k | 377.46 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $490k | +89% | 7.8k | 62.79 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.3 | $462k | 3.1k | 148.31 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $332k | 5.3k | 62.43 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $284k | +619% | 748.00 | 379.68 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $256k | 2.5k | 101.31 |
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| Oracle Corporation (ORCL) | 0.2 | $225k | 3.2k | 69.94 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $223k | 3.1k | 71.64 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $206k | 4.7k | 44.23 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $186k | 663.00 | 280.54 |
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| Danaher Corporation (DHR) | 0.1 | $183k | +150% | 720.00 | 254.17 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $183k | +38% | 1.1k | 168.82 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $181k | +9% | 333.00 | 543.54 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.1 | $180k | -10% | 4.5k | 39.73 |
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| Qualcomm (QCOM) | 0.1 | $165k | 1.3k | 128.01 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $160k | -13% | 1.9k | 85.65 |
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| Wells Fargo & Company (WFC) | 0.1 | $154k | -4% | 3.9k | 39.07 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $154k | +44% | 1.4k | 112.90 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $154k | +22% | 2.5k | 60.92 |
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| Flexshares Tr Stox Us Esg Slct (ESG) | 0.1 | $149k | 1.7k | 89.92 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $136k | +2% | 948.00 | 143.46 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $128k | 835.00 | 153.29 |
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| Deere & Company (DE) | 0.1 | $123k | +310% | 410.00 | 300.00 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $121k | +1117% | 2.3k | 51.75 |
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| International Business Machines (IBM) | 0.1 | $120k | -14% | 851.00 | 141.01 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $120k | 899.00 | 133.48 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $113k | -12% | 2.5k | 44.68 |
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| Canadian Pacific Railway | 0.1 | $105k | 1.5k | 69.91 |
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| Abbvie (ABBV) | 0.1 | $104k | +17% | 678.00 | 153.39 |
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| Bank of America Corporation (BAC) | 0.1 | $100k | +11% | 3.2k | 31.06 |
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| Tractor Supply Company (TSCO) | 0.1 | $97k | 500.00 | 194.00 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $97k | 203.00 | 477.83 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $96k | NEW | 1.7k | 58.18 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $94k | 321.00 | 292.83 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $94k | -91% | 1.9k | 49.79 |
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| Meta Platforms Cl A (META) | 0.1 | $93k | +2% | 576.00 | 161.46 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $87k | 2.7k | 32.41 |
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| Flexshares Tr Iboxx 3r Targt (TDTT) | 0.1 | $84k | 3.4k | 24.79 |
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| Waste Management (WM) | 0.1 | $84k | 550.00 | 152.73 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $84k | -5% | 920.00 | 91.30 |
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| Prologis (PLD) | 0.1 | $81k | 687.00 | 117.90 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $77k | 235.00 | 327.66 |
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| Progressive Corporation (PGR) | 0.1 | $77k | 662.00 | 116.31 |
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| Merck & Co (MRK) | 0.1 | $77k | 846.00 | 91.02 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $76k | +22% | 385.00 | 197.40 |
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| Emerson Electric (EMR) | 0.0 | $71k | 888.00 | 79.95 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $71k | 1.1k | 66.05 |
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| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $68k | 3.8k | 18.02 |
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| Chemed Corp Com Stk (CHE) | 0.0 | $62k | 132.00 | 469.70 |
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| Broadcom (AVGO) | 0.0 | $61k | +25% | 125.00 | 488.00 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $60k | 1.3k | 44.51 |
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| American Tower Reit (AMT) | 0.0 | $60k | 235.00 | 255.32 |
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| Edwards Lifesciences (EW) | 0.0 | $60k | 636.00 | 94.34 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $57k | +31% | 323.00 | 176.47 |
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| Tesla Motors (TSLA) | 0.0 | $57k | 85.00 | 670.59 |
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| Advance Auto Parts (AAP) | 0.0 | $56k | -26% | 321.00 | 174.45 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $54k | +163% | 1.3k | 41.44 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $53k | 770.00 | 68.83 |
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| salesforce (CRM) | 0.0 | $53k | 324.00 | 163.58 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $52k | 612.00 | 84.97 |
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| United Parcel Service CL B (UPS) | 0.0 | $50k | +28% | 276.00 | 181.16 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $49k | 600.00 | 81.67 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $49k | 240.00 | 204.17 |
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| Paccar (PCAR) | 0.0 | $48k | 581.00 | 82.62 |
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| Magellan Midstream Prtnrs Com Unit Rp Lp | 0.0 | $48k | 1.0k | 48.00 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $48k | NEW | 1.0k | 48.00 |
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| Barings Bdc (BBDC) | 0.0 | $46k | 5.0k | 9.24 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $44k | +12% | 1.4k | 30.92 |
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| Metropcs Communications (TMUS) | 0.0 | $44k | 330.00 | 133.33 |
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| American Water Works (AWK) | 0.0 | $42k | 285.00 | 147.37 |
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| Inogen (INGN) | 0.0 | $41k | 1.7k | 24.16 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $40k | 638.00 | 62.70 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $39k | NEW | 200.00 | 195.00 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $39k | 1.2k | 31.45 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.0 | $38k | 1.3k | 29.62 |
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| Intel Corporation (INTC) | 0.0 | $37k | +44% | 980.00 | 37.76 |
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| Wal-Mart Stores (WMT) | 0.0 | $36k | 300.00 | 120.00 |
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| Norfolk Southern (NSC) | 0.0 | $36k | 160.00 | 225.00 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $35k | +42% | 380.00 | 92.11 |
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| Canadian Natl Ry (CNI) | 0.0 | $34k | 300.00 | 113.33 |
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| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.0 | $33k | NEW | 752.00 | 43.88 |
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| Crown Castle Intl (CCI) | 0.0 | $33k | 198.00 | 166.67 |
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| Citrix Systems | 0.0 | $33k | 342.00 | 96.49 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $32k | 78.00 | 410.26 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $32k | 375.00 | 85.33 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $31k | 205.00 | 151.22 |
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| Enterprise Products Partners (EPD) | 0.0 | $30k | 1.2k | 24.67 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $30k | 1.1k | 26.45 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $29k | 404.00 | 71.78 |
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| Paypal Holdings (PYPL) | 0.0 | $29k | +8% | 419.00 | 69.21 |
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| Realty Income (O) | 0.0 | $29k | 420.00 | 69.05 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $29k | 457.00 | 63.46 |
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| Zions Bancorporation (ZION) | 0.0 | $29k | 565.00 | 51.33 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $28k | -48% | 215.00 | 130.23 |
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| Paycom Software (PAYC) | 0.0 | $28k | 100.00 | 280.00 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $27k | 531.00 | 50.85 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $27k | 385.00 | 70.13 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $27k | +166% | 120.00 | 225.00 |
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| Invesco Actively Managed Etf Active Us Real (PSR) | 0.0 | $27k | 281.00 | 96.09 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $27k | 615.00 | 43.90 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $27k | 630.00 | 42.86 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $26k | 102.00 | 254.90 |
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| Netease Sponsored Ads (NTES) | 0.0 | $26k | 283.00 | 91.87 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $25k | +114% | 150.00 | 166.67 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $25k | 73.00 | 342.47 |
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| Sempra Energy (SRE) | 0.0 | $25k | 167.00 | 149.70 |
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| Allstate Corporation (ALL) | 0.0 | $25k | 200.00 | 125.00 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $24k | 507.00 | 47.34 |
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| National Grid Sponsored Adr Ne (NGG) | 0.0 | $24k | 366.00 | 65.57 |
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| Autodesk (ADSK) | 0.0 | $24k | 139.00 | 172.66 |
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| Coca-Cola Company (KO) | 0.0 | $24k | -59% | 379.00 | 63.32 |
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| Essential Utils (WTRG) | 0.0 | $24k | 531.00 | 45.20 |
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| Union Pacific Corporation (UNP) | 0.0 | $23k | -34% | 108.00 | 212.96 |
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| McKesson Corporation (MCK) | 0.0 | $23k | 71.00 | 323.94 |
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| PPG Industries (PPG) | 0.0 | $23k | 200.00 | 115.00 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $23k | NEW | 380.00 | 60.53 |
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| Morgan Stanley Com New (MS) | 0.0 | $22k | NEW | 285.00 | 77.19 |
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| AFLAC Incorporated (AFL) | 0.0 | $22k | 400.00 | 55.00 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $22k | NEW | 440.00 | 50.00 |
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| Icon SHS (ICLR) | 0.0 | $22k | 100.00 | 220.00 |
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| AmerisourceBergen (COR) | 0.0 | $21k | 150.00 | 140.00 |
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| Flowers Foods (FLO) | 0.0 | $21k | 782.00 | 26.85 |
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| Fastenal Company (FAST) | 0.0 | $20k | 400.00 | 50.00 |
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| Ishares Glb Agric Pr Etf (VEGI) | 0.0 | $20k | NEW | 500.00 | 40.00 |
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| CSX Corporation (CSX) | 0.0 | $19k | 664.00 | 28.61 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $18k | +264% | 193.00 | 93.26 |
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| Ishares Tr Gl Timb Fore Etf (WOOD) | 0.0 | $17k | 222.00 | 76.58 |
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| Booking Holdings (BKNG) | 0.0 | $17k | 10.00 | 1700.00 |
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| Clearway Energy CL C (CWEN) | 0.0 | $17k | 500.00 | 34.00 |
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| Goldman Sachs (GS) | 0.0 | $17k | +90% | 57.00 | 298.25 |
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| Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.0 | $17k | 533.00 | 31.89 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $16k | +240% | 136.00 | 117.65 |
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| PG&E Corporation (PCG) | 0.0 | $16k | NEW | 1.6k | 9.76 |
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| Medtronic SHS (MDT) | 0.0 | $16k | -14% | 183.00 | 87.43 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $16k | 218.00 | 73.39 |
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| Baxter International (BAX) | 0.0 | $16k | 250.00 | 64.00 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $16k | 121.00 | 132.23 |
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| Watsco, Incorporated (WSO) | 0.0 | $16k | 66.00 | 242.42 |
|
|
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $15k | 100.00 | 150.00 |
|
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $15k | 250.00 | 60.00 |
|
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $15k | 168.00 | 89.29 |
|
|
| Plug Power Com New (PLUG) | 0.0 | $14k | 840.00 | 16.67 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $14k | 136.00 | 102.94 |
|
|
| SPS Commerce (SPSC) | 0.0 | $14k | 128.00 | 109.38 |
|
|
| Moderna (MRNA) | 0.0 | $14k | NEW | 100.00 | 140.00 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $14k | 92.00 | 152.17 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $14k | NEW | 150.00 | 93.33 |
|
| Applied Materials (AMAT) | 0.0 | $14k | 150.00 | 93.33 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $13k | NEW | 207.00 | 62.80 |
|
| International Paper Company (IP) | 0.0 | $13k | 300.00 | 43.33 |
|
|
| Sonos (SONO) | 0.0 | $13k | +250% | 700.00 | 18.57 |
|
| BP Sponsored Adr (BP) | 0.0 | $12k | NEW | 413.00 | 29.06 |
|
| American Express Company (AXP) | 0.0 | $12k | NEW | 85.00 | 141.18 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $12k | 95.00 | 126.32 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $12k | NEW | 42.00 | 285.71 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $12k | 75.00 | 160.00 |
|
|
| EnerSys (ENS) | 0.0 | $12k | 200.00 | 60.00 |
|
|
| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.0 | $11k | 568.00 | 19.37 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $11k | NEW | 207.00 | 53.14 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $11k | 320.00 | 34.38 |
|
|
| Micron Technology (MU) | 0.0 | $11k | 200.00 | 55.00 |
|
|
| Steel Dynamics (STLD) | 0.0 | $11k | NEW | 173.00 | 63.58 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $11k | +5% | 77.00 | 142.86 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $11k | 718.00 | 15.32 |
|
|
| Blackrock Res & Commodities SHS (BCX) | 0.0 | $10k | 1.1k | 9.43 |
|
|
| Yeti Hldgs (YETI) | 0.0 | $10k | NEW | 240.00 | 41.67 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $10k | 312.00 | 32.05 |
|
|
| CMC Materials | 0.0 | $10k | 60.00 | 166.67 |
|
|
| Logitech Intl S A SHS (LOGI) | 0.0 | $10k | 200.00 | 50.00 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $10k | 160.00 | 62.50 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $10k | NEW | 90.00 | 111.11 |
|
| Agnico (AEM) | 0.0 | $10k | NEW | 225.00 | 44.44 |
|
| General Motors Company (GM) | 0.0 | $10k | 300.00 | 33.33 |
|
|
| Hldgs (UAL) | 0.0 | $9.0k | +625% | 261.00 | 34.48 |
|
| Global X Fds Renewable Energy (RNRG) | 0.0 | $9.0k | 645.00 | 13.95 |
|
|
| Aercap Holdings Nv SHS (AER) | 0.0 | $9.0k | 214.00 | 42.06 |
|
|
| Workiva Com Cl A (WK) | 0.0 | $9.0k | 130.00 | 69.23 |
|
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $9.0k | 7.00 | 1285.71 |
|
|
| Humana (HUM) | 0.0 | $9.0k | 20.00 | 450.00 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $9.0k | +166% | 80.00 | 112.50 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $9.0k | NEW | 100.00 | 90.00 |
|
| Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $9.0k | NEW | 40.00 | 225.00 |
|
| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.0 | $8.0k | NEW | 464.00 | 17.24 |
|
| Portland Gen Elec Com New (POR) | 0.0 | $8.0k | -30% | 163.00 | 49.08 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $8.0k | 62.00 | 129.03 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $8.0k | 200.00 | 40.00 |
|
|
| Whirlpool Corporation (WHR) | 0.0 | $8.0k | 50.00 | 160.00 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $8.0k | 64.00 | 125.00 |
|
|
| Ormat Technologies (ORA) | 0.0 | $8.0k | NEW | 100.00 | 80.00 |
|
| ConocoPhillips (COP) | 0.0 | $8.0k | 93.00 | 86.02 |
|
|
| Dover Corporation (DOV) | 0.0 | $8.0k | 70.00 | 114.29 |
|
|
| Flexshares Tr Mornstar Usmkt (TILT) | 0.0 | $8.0k | 56.00 | 142.86 |
|
|
| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $7.0k | 150.00 | 46.67 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $7.0k | NEW | 150.00 | 46.67 |
|
| Edison International (EIX) | 0.0 | $7.0k | NEW | 105.00 | 66.67 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $7.0k | 16.00 | 437.50 |
|
|
| Twilio Cl A (TWLO) | 0.0 | $7.0k | 80.00 | 87.50 |
|
|
| Li-cycle Holdings Corp Common Shares | 0.0 | $7.0k | 1.0k | 7.00 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $7.0k | NEW | 75.00 | 93.33 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $7.0k | NEW | 176.00 | 39.77 |
|
| Neogen Corporation (NEOG) | 0.0 | $7.0k | 300.00 | 23.33 |
|
|
| Etf Managers Tr Etfmg Altr Hrvst | 0.0 | $6.0k | +218% | 1.1k | 5.71 |
|
| Source Capital (SOR) | 0.0 | $6.0k | 174.00 | 34.48 |
|
|
| Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 0.0 | $6.0k | +21% | 149.00 | 40.27 |
|
| Provident Financial Services (PFS) | 0.0 | $6.0k | 266.00 | 22.56 |
|
|
| Ishares Tr Us Divid Bybck (DIVB) | 0.0 | $6.0k | NEW | 153.00 | 39.22 |
|
| Lumber Liquidators Holdings (LLFLQ) | 0.0 | $6.0k | 600.00 | 10.00 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $6.0k | NEW | 60.00 | 100.00 |
|
| T. Rowe Price (TROW) | 0.0 | $6.0k | NEW | 50.00 | 120.00 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.0 | $6.0k | NEW | 115.00 | 52.17 |
|
| Ameresco Cl A (AMRC) | 0.0 | $6.0k | NEW | 140.00 | 42.86 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $5.0k | 67.00 | 74.63 |
|
|
| Eyenovia Inc equity (EYEN) | 0.0 | $5.0k | NEW | 2.5k | 2.00 |
|
| Kraneshares Tr Emerging Mkts | 0.0 | $5.0k | NEW | 239.00 | 20.92 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $5.0k | 35.00 | 142.86 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $5.0k | 60.00 | 83.33 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $5.0k | NEW | 570.00 | 8.77 |
|
| Invesco Db Multi-sector Comm Base Metals Fd (DBB) | 0.0 | $4.0k | 207.00 | 19.32 |
|
|
| Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) | 0.0 | $4.0k | 150.00 | 26.67 |
|
|
| PacWest Ban | 0.0 | $4.0k | 150.00 | 26.67 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $4.0k | 133.00 | 30.08 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $4.0k | 51.00 | 78.43 |
|
|
| Clorox Company (CLX) | 0.0 | $4.0k | 25.00 | 160.00 |
|
|
| Clean Energy Fuels (CLNE) | 0.0 | $4.0k | NEW | 800.00 | 5.00 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $4.0k | -50% | 40.00 | 100.00 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $4.0k | 100.00 | 40.00 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $4.0k | NEW | 800.00 | 5.00 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $4.0k | 19.00 | 210.53 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $4.0k | NEW | 178.00 | 22.47 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $4.0k | 85.00 | 47.06 |
|
|
| Global X Fds Fintech Etf (FINX) | 0.0 | $4.0k | NEW | 182.00 | 21.98 |
|
| Focus Finl Partners Com Cl A | 0.0 | $3.0k | 94.00 | 31.91 |
|
|
| Boeing Company (BA) | 0.0 | $3.0k | +150% | 25.00 | 120.00 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $3.0k | 40.00 | 75.00 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $3.0k | NEW | 15.00 | 200.00 |
|
| Hp (HPQ) | 0.0 | $3.0k | 80.00 | 37.50 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $3.0k | NEW | 100.00 | 30.00 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $3.0k | 27.00 | 111.11 |
|
|
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $2.0k | 36.00 | 55.56 |
|
|
| Village Farms International (VFF) | 0.0 | $2.0k | 941.00 | 2.13 |
|
|
| Prudential Financial (PRU) | 0.0 | $2.0k | NEW | 19.00 | 105.26 |
|
| Lowe's Companies (LOW) | 0.0 | $2.0k | -63% | 12.00 | 166.67 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $2.0k | 20.00 | 100.00 |
|
|
| Match Group (MTCH) | 0.0 | $2.0k | NEW | 32.00 | 62.50 |
|
| Traeger Common Stock (COOK) | 0.0 | $2.0k | 400.00 | 5.00 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $2.0k | -61% | 43.00 | 46.51 |
|
| Marqeta Class A Com (MQ) | 0.0 | $2.0k | NEW | 185.00 | 10.81 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $2.0k | -5% | 159.00 | 12.58 |
|
| Proshares Tr Bitcoin Strate (BITO) | 0.0 | $2.0k | NEW | 150.00 | 13.33 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $1.0k | 140.00 | 7.14 |
|
|
| Darling International (DAR) | 0.0 | $1.0k | 15.00 | 66.67 |
|
|
| Ambarella SHS (AMBA) | 0.0 | $1.0k | 15.00 | 66.67 |
|
|
| Wayfair Cl A (W) | 0.0 | $1.0k | NEW | 28.00 | 35.71 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.0k | NEW | 13.00 | 76.92 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.0k | 10.00 | 100.00 |
|
|
| Live Nation Entertainment (LYV) | 0.0 | $1.0k | NEW | 8.00 | 125.00 |
|
| CoStar (CSGP) | 0.0 | $1.0k | 10.00 | 100.00 |
|
|
| Hawaiian Holdings | 0.0 | $1.0k | 50.00 | 20.00 |
|
|
| Southwest Airlines (LUV) | 0.0 | $1.0k | 20.00 | 50.00 |
|
|
| Mr Cooper Group (COOP) | 0.0 | $1.0k | 25.00 | 40.00 |
|
|
| Fluence Energy Com Cl A (FLNC) | 0.0 | $1.0k | NEW | 100.00 | 10.00 |
|
| Tpg Pace Ben Fin Corp Cl A Com | 0.0 | $999.997500 | 151.00 | 6.62 |
|
|
| Tilray Brands Com Cl 2 (TLRY) | 0.0 | $999.992400 | 194.00 | 5.15 |
|
|
| Renaissance Cap Greenwich Ipo Etf (IPO) | 0.0 | $0 | 3.00 | 0.00 |
|
|
| Tree (TREE) | 0.0 | $0 | NEW | 1.00 | 0.00 |
|
| Rmr Group Cl A (RMR) | 0.0 | $0 | 9.00 | 0.00 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $0 | 3.00 | 0.00 |
|
|
| Cohbar | 0.0 | $0 | 1.1k | 0.00 |
|
|
| Cronos Group (CRON) | 0.0 | $0 | 90.00 | 0.00 |
|
|
| Organigram Holdings In | 0.0 | $0 | 187.00 | 0.00 |
|
|
| Greenlane Hldgs Cl A | 0.0 | $0 | 51.00 | 0.00 |
|
|
| Virgin Galactic Holdings Inc virgin galactic holdings | 0.0 | $0 | 19.00 | 0.00 |
|
|
| Aurora Cannabis | 0.0 | $0 | 26.00 | 0.00 |
|
|
| Viatris (VTRS) | 0.0 | $0 | 1.00 | 0.00 |
|
|
| Hexo Corp Com New | 0.0 | $0 | 38.00 | 0.00 |
|
|
| Inmed Pharmaceuticals Com New | 0.0 | $0 | 24.00 | 0.00 |
|
|
| Arrival Group SHS | 0.0 | $0 | 12.00 | 0.00 |
|
|
| Brookfield Asset Mgmt Reins Cl A Exch Lt Vtg | 0.0 | $0 | NEW | 1.00 | 0.00 |
|
| Vimeo Common Stock (VMEO) | 0.0 | $0 | NEW | 24.00 | 0.00 |
|
| Knowbe4 Cl A | 0.0 | $0 | 6.00 | 0.00 |
|
|
| Embecta Corp Common Stock (EMBC) | 0.0 | $0 | NEW | 18.00 | 0.00 |
|
Past Filings by Hc Financial Advisors
SEC 13F filings are viewable for Hc Financial Advisors going back to 2018
- Hc Financial Advisors 2022 Q2 filed July 25, 2022
- Hc Financial Advisors 2022 Q1 filed May 4, 2022
- Hc Financial Advisors 2021 Q4 filed Jan. 19, 2022
- Hc Financial Advisors 2021 Q3 filed Oct. 19, 2021
- Hc Financial Advisors 2021 Q2 filed July 28, 2021
- Hc Financial Advisors 2021 Q1 filed April 21, 2021
- Hc Financial Advisors 2020 Q4 filed Jan. 26, 2021
- Hc Financial Advisors 2020 Q3 filed Oct. 30, 2020
- Hc Financial Advisors 2020 Q2 filed July 28, 2020
- Hc Financial Advisors 2020 Q1 filed April 8, 2020
- Hc Financial Advisors 2019 Q4 filed Jan. 17, 2020
- Hc Financial Advisors 2019 Q3 filed Oct. 15, 2019
- Hc Financial Advisors 2019 Q2 filed July 25, 2019
- Hc Financial Advisors 2019 Q1 filed April 23, 2019
- Hc Financial Advisors 2018 Q4 filed Jan. 25, 2019
- Hc Financial Advisors 2018 Q1 filed May 7, 2018