Hc Financial Advisors

Latest statistics and disclosures from Hc Financial Advisors's latest quarterly 13F-HR filing:

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Positions held by Hc Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hc Financial Advisors

Companies in the Hc Financial Advisors portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.7 $10M 58k 177.57
Microsoft Corporation (MSFT) 4.0 $7.2M 21k 336.31
Visa Com Cl A (V) 3.6 $6.5M +5% 30k 216.70
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 3.5 $6.2M -23% 132k 47.34
Broadstone Net Lease (BNL) 3.4 $6.1M -5% 247k 24.82
Automatic Data Processing (ADP) 3.3 $5.9M 24k 246.60
Home Depot (HD) 3.2 $5.8M 14k 415.00
Flexshares Tr Stoxx Globr Inf (NFRA) 3.0 $5.4M +2% 94k 57.35
Walt Disney Company (DIS) 2.2 $4.0M 26k 154.89
Pfizer (PFE) 2.2 $3.9M 67k 59.05
Alphabet Cap Stk Cl C (GOOG) 2.1 $3.7M 1.3k 2893.42
Flexshares Tr Qualt Divd Idx (QDF) 1.9 $3.4M 56k 61.35
Amazon (AMZN) 1.8 $3.3M 993.00 3334.34
PNC Financial Services (PNC) 1.8 $3.3M 17k 200.55

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Accenture Plc Ireland Shs Class A (ACN) 1.8 $3.2M -2% 7.7k 414.51
Northern Trust Corporation (NTRS) 1.7 $3.1M -4% 26k 119.61
Honeywell International (HON) 1.7 $3.0M 14k 208.51
FedEx Corporation (FDX) 1.6 $2.9M 11k 258.61
Duke Energy Corp Com New (DUK) 1.6 $2.9M 28k 104.90
Us Bancorp Del Com New (USB) 1.6 $2.9M 52k 56.17
Caterpillar (CAT) 1.6 $2.9M 14k 206.73
Johnson & Johnson (JNJ) 1.5 $2.8M 16k 171.07
Becton, Dickinson and (BDX) 1.5 $2.6M 11k 251.47
Wisdomtree Tr Us Smallcap Divd (DES) 1.5 $2.6M 80k 32.86
Huntington Bancshares Incorporated (HBAN) 1.4 $2.5M 165k 15.42
Amgen (AMGN) 1.4 $2.5M +9% 11k 224.96
Alphabet Cap Stk Cl A (GOOGL) 1.3 $2.4M 834.00 2896.88
Verizon Communications (VZ) 1.2 $2.2M -3% 42k 51.96
Lauder Estee Cos Cl A (EL) 1.2 $2.2M 5.8k 370.19
Starbucks Corporation (SBUX) 1.2 $2.1M +5% 18k 117.00
Costco Wholesale Corporation (COST) 1.2 $2.1M 3.7k 567.71
McDonald's Corporation (MCD) 1.2 $2.1M 7.8k 268.09
Adobe Systems Incorporated (ADBE) 1.1 $2.0M 3.6k 567.05
Ishares Tr Eafe Grwth Etf (EFG) 1.1 $2.0M 18k 110.27
Raytheon Technologies Corp (RTX) 1.1 $1.9M -5% 23k 86.04
Pepsi (PEP) 1.1 $1.9M 11k 173.68
Novartis Sponsored Adr (NVS) 1.1 $1.9M +3% 22k 87.46
Procter & Gamble Company (PG) 1.0 $1.9M 11k 163.58
Bristol Myers Squibb (BMY) 1.0 $1.8M +10% 29k 62.35
3M Company (MMM) 1.0 $1.8M -2% 10k 177.66
Mondelez Intl Cl A (MDLZ) 1.0 $1.7M +3% 26k 66.31
Comcast Corp Cl A (CMCSA) 0.9 $1.6M +13% 32k 50.32
Nike CL B (NKE) 0.9 $1.5M 9.3k 166.63
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.5M 20k 74.66
Abbott Laboratories (ABT) 0.8 $1.4M 10k 140.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.4M +64% 5.7k 241.35
Cisco Systems (CSCO) 0.8 $1.4M 22k 63.36
Stryker Corporation (SYK) 0.8 $1.4M 5.1k 267.51
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $1.3M 16k 83.00
Workday Cl A (WDAY) 0.7 $1.3M -4% 4.8k 273.20
Vanguard Index Fds Large Cap Etf (VV) 0.7 $1.2M 5.6k 221.01
Jacobs Engineering (J) 0.7 $1.2M +181% 8.8k 139.19
Ishares Tr Blackrock Ultra (ICSH) 0.7 $1.2M -19% 23k 50.37
Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.2M +2% 4.4k 264.50
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.6 $1.1M +3% 13k 80.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.1M 3.6k 298.94
Constellation Brands Cl A (STZ) 0.6 $997k +17% 4.0k 251.07
Vanguard World Fds Inf Tech Etf (VGT) 0.5 $898k NEW 2.0k 458.40
Wisdomtree Tr Us Midcap Fund (EZM) 0.5 $853k 15k 56.30
Colgate-Palmolive Company (CL) 0.4 $690k -3% 8.1k 85.40
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.4 $676k -35% 21k 32.51
Flexshares Tr Cre Slct Bd Fd (BNDC) 0.4 $655k 25k 26.04
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $653k 5.8k 112.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $628k 1.3k 475.04
Chevron Corporation (CVX) 0.3 $577k 4.9k 117.37
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $576k +2% 10k 55.15
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $549k -3% 3.2k 171.56
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $529k 12k 44.39
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $513k 9.5k 53.91
Nextera Energy (NEE) 0.2 $437k 4.7k 93.38
Affirm Hldgs Com Cl A (AFRM) 0.2 $379k -65% 3.8k 100.45
Oracle Corporation (ORCL) 0.2 $281k 3.2k 87.35
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $268k 2.5k 106.05
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $263k 2.3k 112.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $262k 659.00 397.57
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $251k 3.1k 80.97
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.1 $241k 5.1k 47.44
Meta Platforms Cl A (FB) 0.1 $238k 708.00 336.16
Qualcomm (QCOM) 0.1 $236k 1.3k 183.09
Spdr Gold Tr Gold Shs (GLD) 0.1 $225k +9% 1.3k 170.58
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $216k NEW 700.00 308.57
Wells Fargo & Company (WFC) 0.1 $213k -19% 4.4k 48.06
Thermo Fisher Scientific (TMO) 0.1 $202k 303.00 666.67
Flexshares Tr Stox Us Esg Slct (ESG) 0.1 $192k +2% 1.7k 115.87
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $191k 321.00 595.02
Ishares Tr Msci Eafe Etf (EFA) 0.1 $186k +162% 2.4k 78.88
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $173k +115% 1.5k 113.67
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.1 $168k +3618% 1.4k 118.90
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $160k 835.00 191.62
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $159k +5027% 923.00 172.26
Ishares Tr Cohen Steer Reit (ICF) 0.1 $157k 2.1k 76.07
Quest Diagnostics Incorporated (DGX) 0.1 $156k -16% 899.00 173.53
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $145k NEW 425.00 341.18
Danaher Corporation 4.75 MND CV PFD (DHR.PA) 0.1 $143k NEW 65.00 2200.00
Bank of America Corporation (BAC) 0.1 $140k -18% 3.1k 44.52
JPMorgan Chase & Co. (JPM) 0.1 $137k 868.00 157.83
International Business Machines (IBM) 0.1 $134k 1.0k 133.87
Exxon Mobil Corporation (XOM) 0.1 $132k -13% 2.2k 61.17
Osi Etf Tr Oshs Gbl Inter (OGIG) 0.1 $128k NEW 2.6k 49.23
Ark Etf Tr Innovation Etf (ARKK) 0.1 $120k +2848% 1.3k 94.64
Tractor Supply Company (TSCO) 0.1 $119k 500.00 238.00
Prologis (PLD) 0.1 $116k 687.00 168.85
Canadian Pacific Railway (CP) 0.1 $108k NEW 1.5k 71.90
Advance Auto Parts (AAP) 0.1 $105k 436.00 240.83
Waste Management (WM) 0.1 $97k 579.00 167.53
Paypal Holdings (PYPL) 0.1 $96k 510.00 188.24
Danaher Corporation (DHR) 0.1 $95k +53% 288.00 329.86
Flexshares Tr Iboxx 3r Targt (TDTT) 0.0 $89k -2% 3.4k 26.27
Flexshares Tr Intl Qltdv Idx (IQDF) 0.0 $89k +4% 3.5k 25.57
Intel Corporation (INTC) 0.0 $87k 1.7k 51.79
Emerson Electric (EMR) 0.0 $83k 888.00 93.47
AutoNation (AN) 0.0 $82k 700.00 117.14
salesforce (CRM) 0.0 $82k 324.00 253.09
Edwards Lifesciences (EW) 0.0 $82k 636.00 128.93
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $80k 314.00 254.78
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $79k +504% 1.4k 55.87
Northrop Grumman Corporation (NOC) 0.0 $79k 203.00 389.16
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $76k +397% 418.00 181.82
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $72k 600.00 120.00
Merck & Co (MRK) 0.0 $71k 931.00 76.26
Chemed Corp Com Stk (CHE) 0.0 $70k 132.00 530.30
American Tower Reit (AMT) 0.0 $69k 234.00 294.87
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $68k 589.00 115.45
Progressive Corporation (PGR) 0.0 $68k 662.00 102.72
Broadcom (AVGO) 0.0 $67k 100.00 670.00
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $65k NEW 606.00 107.26
Astrazeneca Sponsored Adr (AZN) 0.0 $63k 1.1k 58.60
Ishares Esg Awr Msci Em (ESGE) 0.0 $59k 1.5k 39.46
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $59k 367.00 160.76
Inogen (INGN) 0.0 $58k 1.7k 34.18
Vanguard Index Fds Small Cp Etf (VB) 0.0 $56k 246.00 227.64
Paccar (PCAR) 0.0 $56k 631.00 88.75
State Street Corporation (STT) 0.0 $56k 600.00 93.33
Coca-Cola Company (KO) 0.0 $55k 929.00 59.20
American Water Works (AWK) 0.0 $54k 285.00 189.47
At&t (T) 0.0 $52k +1709% 2.1k 24.56
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $51k +103% 635.00 80.31
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $51k NEW 832.00 61.30
Abbvie (ABBV) 0.0 $51k 378.00 134.92
Ishares Tr Eafe Value Etf (EFV) 0.0 $51k 1.0k 50.49
Spdr Ser Tr S&p Semicndctr (XSD) 0.0 $49k NEW 200.00 245.00
Norfolk Southern (NSC) 0.0 $48k 160.00 300.00
Ishares Tr Core S&p500 Etf (IVV) 0.0 $48k +376% 100.00 480.00
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.0 $48k NEW 225.00 213.33
United Parcel Service CL B (UPS) 0.0 $46k 215.00 213.95
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $46k 1.0k 46.00
Wal-Mart Stores (WMT) 0.0 $43k 300.00 143.33
Cognizant Technology Solutio Cl A (CTSH) 0.0 $42k 474.00 88.61
Paycom Software (PAYC) 0.0 $42k 100.00 420.00
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.0 $41k +6% 1.3k 31.96
Union Pacific Corporation (UNP) 0.0 $41k 164.00 250.00
Crown Castle Intl (CCI) 0.0 $41k 198.00 207.07
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $41k -67% 375.00 109.33
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $40k 77.00 519.48
Blackstone Group Inc Com Cl A (BX) 0.0 $39k 300.00 130.00
Autodesk (ADSK) 0.0 $39k 139.00 280.58
Metropcs Communications (TMUS) 0.0 $38k 330.00 115.15
Charles Schwab Corporation (SCHW) 0.0 $38k 456.00 83.33
Old Dominion Freight Line (ODFL) 0.0 $37k 102.00 362.75
Canadian Natl Ry (CNI) 0.0 $37k 300.00 123.33
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $36k NEW 400.00 90.00
Zions Bancorporation (ZION) 0.0 $36k -7% 565.00 63.72
Agilent Technologies Inc C ommon (A) 0.0 $36k 228.00 157.89
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $36k NEW 1.2k 29.58
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $35k 615.00 56.91
Otis Worldwide Corp (OTIS) 0.0 $34k 385.00 88.31
PPG Industries (PPG) 0.0 $34k 200.00 170.00
Deere & Company (DE) 0.0 $34k 100.00 340.00
Invesco Actively Managed Etf Active Us Real (PSR) 0.0 $34k NEW 281.00 121.00
Citrix Systems (CTXS) 0.0 $32k 342.00 93.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $32k 73.00 438.36
Gold Tr Ishares New (IAU) 0.0 $31k 892.00 34.75
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $31k 404.00 76.73
Icon SHS (ICLR) 0.0 $31k 100.00 310.00
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $31k NEW 401.00 77.31
Realty Income (O) 0.0 $30k 420.00 71.43
Netease Sponsored Ads (NTES) 0.0 $29k -16% 283.00 102.47
Essential Utils (WTRG) 0.0 $29k 531.00 54.61
Neogen Corporation (NEOG) 0.0 $27k 600.00 45.00
Enterprise Products Partners (EPD) 0.0 $27k -26% 1.2k 22.20
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $26k NEW 507.00 51.28
National Grid Sponsored Adr Ne (NGG) 0.0 $26k 366.00 71.04
Fastenal Company (FAST) 0.0 $26k 400.00 65.00
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 0.0 $26k 812.00 32.02
CSX Corporation (CSX) 0.0 $25k 659.00 37.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $25k +22% 496.00 50.40
New York Times Cl A (NYT) 0.0 $25k 521.00 47.98
Allstate Corporation (ALL) 0.0 $24k 200.00 120.00
Applied Materials (AMAT) 0.0 $24k 150.00 160.00
Booking Holdings (BKNG) 0.0 $24k 10.00 2400.00
Plug Power Com New (PLUG) 0.0 $24k 840.00 28.57
AFLAC Incorporated (AFL) 0.0 $23k 400.00 57.50
ConocoPhillips (COP) 0.0 $23k 313.00 73.48
Paylocity Holding Corporation (PCTY) 0.0 $22k 92.00 239.13
Sempra Energy (SRE) 0.0 $22k 167.00 131.74
Flowers Foods (FLO) 0.0 $21k 769.00 27.31
Baxter International (BAX) 0.0 $21k 250.00 84.00
Charter Communications Inc N Cl A (CHTR) 0.0 $21k 32.00 656.25
Twilio Cl A (TWLO) 0.0 $21k 80.00 262.50
Watsco, Incorporated (WSO) 0.0 $21k 66.00 318.18
Ishares Tr Gl Timb Fore Etf (WOOD) 0.0 $20k 218.00 91.74
AmerisourceBergen (ABC) 0.0 $20k 150.00 133.33
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $19k 136.00 139.71
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $19k 219.00 86.76
Micron Technology (MU) 0.0 $19k 200.00 95.00
Crispr Therapeutics Namen Akt (CRSP) 0.0 $19k 250.00 76.00
Medtronic SHS (MDT) 0.0 $19k -52% 183.00 103.83
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $18k 168.00 107.14
General Motors Company (GM) 0.0 $18k 300.00 60.00
SPS Commerce (SPSC) 0.0 $18k 128.00 140.62
Clearway Energy CL C (CWEN) 0.0 $18k 500.00 36.00
McKesson Corporation (MCK) 0.0 $18k 71.00 253.52
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $17k 121.00 140.50
Select Sector Spdr Tr Technology (XLK) 0.0 $17k 95.00 178.95
Workiva Com Cl A (WK) 0.0 $17k 130.00 130.77
Pegasystems (PEGA) 0.0 $17k 150.00 113.33
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $16k 2.0k 8.00
Logitech Intl S A SHS (LOGI) 0.0 $16k 200.00 80.00
Teradyne (TER) 0.0 $16k 100.00 160.00
Bio-techne Corporation (TECH) 0.0 $16k 30.00 533.33
Ishares Tr Russell 2000 Etf (IWM) 0.0 $16k 70.00 228.57
Willscot Mobil Mini Hldng Com Cl A (WSC) 0.0 $15k 360.00 41.67
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $15k 73.00 205.48
Fs Kkr Capital Corp (FSK) 0.0 $15k -50% 739.00 20.30
Power Integrations (POWI) 0.0 $15k 164.00 91.46
Coca-cola Europacific Partne SHS (CCEP) 0.0 $15k +3% 263.00 57.03
International Paper Company (IP) 0.0 $14k 300.00 46.67
Aercap Holdings Nv SHS (AER) 0.0 $14k 214.00 65.42
Texas Instruments Incorporated (TXN) 0.0 $14k 75.00 186.67
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $14k 160.00 87.50
Vanguard Index Fds Growth Etf (VUG) 0.0 $14k -16% 45.00 311.11
Baidu Spon Adr Rep A (BIDU) 0.0 $14k 92.00 152.17
Maximus (MMS) 0.0 $13k 166.00 78.31
Dover Corporation (DOV) 0.0 $13k 70.00 185.71
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $13k 320.00 40.62
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.0 $12k NEW 568.00 21.13
Bank of New York Mellon Corporation (BK) 0.0 $12k 200.00 60.00
CMC Materials (CCMP) 0.0 $12k 60.00 200.00
Rollins (ROL) 0.0 $12k 337.00 35.61
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $12k 187.00 64.17
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $12k 312.00 38.46
Ishares Silver Tr Ishares (SLV) 0.0 $12k 581.00 20.65
Goldman Sachs (GS) 0.0 $11k 30.00 366.67
Quanta Services (PWR) 0.0 $11k 100.00 110.00
Tesla Motors (TSLA) 0.0 $11k 10.00 1100.00
Vodafone Group Sponsored Adr (VOD) 0.0 $11k 718.00 15.32
Lumber Liquidators Holdings (LL) 0.0 $10k 600.00 16.67
Global X Fds Renewable Energy (RNRG) 0.0 $10k 645.00 15.50
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $10k 80.00 125.00
Freshpet (FRPT) 0.0 $10k 100.00 100.00
Li-cycle Holdings Corp Common Shares 0.0 $10k NEW 1.0k 10.00
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $10k NEW 7.00 1428.57
Flexshares Tr Mornstar Usmkt (TILT) 0.0 $10k 56.00 178.57
Ritchie Bros. Auctioneers Inco (RBA) 0.0 $10k 170.00 58.82
Exponent (EXPO) 0.0 $9.0k 76.00 118.42
Lowe's Companies (LOW) 0.0 $9.0k 33.00 272.73
Humana (HUM) 0.0 $9.0k 20.00 450.00
Teladoc (TDOC) 0.0 $9.0k 100.00 90.00
Uber Technologies (UBER) 0.0 $9.0k 212.00 42.45
Viacomcbs CL B (VIAC) 0.0 $8.0k -24% 265.00 30.19
American Express Company (AXP) 0.0 $8.0k 47.00 170.21
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $8.0k 67.00 119.40
Source Capital (SOR) 0.0 $8.0k 174.00 45.98
Icahn Enterprises Depositary Unit (IEP) 0.0 $7.0k 150.00 46.67
PacWest Ban (PACW) 0.0 $7.0k 150.00 46.67
National Instruments (NATI) 0.0 $7.0k 150.00 46.67
Public Service Enterprise (PEG) 0.0 $7.0k 100.00 70.00
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $7.0k 80.00 87.50
Check Point Software Tech Lt Ord (CHKP) 0.0 $7.0k 62.00 112.90
Village Farms International (VFF) 0.0 $6.0k 941.00 6.38
Provident Financial Services (PFS) 0.0 $6.0k 266.00 22.56
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $6.0k -78% 123.00 48.78
Focus Finl Partners Com Cl A (FOCS) 0.0 $6.0k -6% 94.00 63.83
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $6.0k 35.00 171.43
Sonos (SONO) 0.0 $6.0k 200.00 30.00
HEICO Corporation (HEI) 0.0 $6.0k 42.00 142.86
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $6.0k 53.00 113.21
Dell Technologies CL C (DELL) 0.0 $5.0k 90.00 55.56
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $5.0k 19.00 263.16
Cass Information Systems (CASS) 0.0 $5.0k 128.00 39.06
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $5.0k -88% 40.00 125.00
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $5.0k 100.00 50.00
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $5.0k 51.00 98.04
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $5.0k 60.00 83.33
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $5.0k 85.00 58.82
Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) 0.0 $5.0k 150.00 33.33
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $4.0k 93.00 43.01
Mueller Industries (MLI) 0.0 $4.0k 74.00 54.05
Portland Gen Elec Com New (POR) 0.0 $4.0k 70.00 57.14
Clorox Company (CLX) 0.0 $4.0k 25.00 160.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $4.0k 30.00 133.33
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $4.0k +2% 105.00 38.10
Etf Managers Tr Etfmg Altr Hrvst (MJ) 0.0 $4.0k 330.00 12.12
Kyndryl Hldgs Common Stock 0.0 $3.0k NEW 169.00 17.75
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $3.0k 40.00 75.00
Servicenow (NOW) 0.0 $3.0k NEW 5.00 600.00
Ambarella SHS (AMBA) 0.0 $3.0k 15.00 200.00
Hp (HPQ) 0.0 $3.0k 80.00 37.50
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 $3.0k 36.00 83.33
Hldgs (UAL) 0.0 $2.0k 36.00 55.56
Bank Of Montreal Cadcom (BMO) 0.0 $2.0k 20.00 100.00
Squarespace Class A (SQSP) 0.0 $2.0k 66.00 30.30
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
Kimberly-Clark Corporation (KMB) 0.0 $1.0k 10.00 100.00
CoStar (CSGP) 0.0 $1.0k 10.00 100.00
Netflix (NFLX) 0.0 $1.0k 1.00 1000.00
Hawaiian Holdings (HA) 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
Airbnb Com Cl A (ABNB) 0.0 $1.0k 8.00 125.00
Roku Com Cl A (ROKU) 0.0 $999.999900 3.00 333.33
Orion Office Reit Inc-w/i 0.0 $999.999000 NEW 42.00 23.81
Viatris (VTRS) 0.0 $999.998700 53.00 18.87
Tpg Pace Ben Fin Corp Cl A Com (TPGY) 0.0 $999.997500 151.00 6.62
Tilray Com Cl 2 (TLRY) 0.0 $999.992400 194.00 5.15
Newmont Mining Corporation (NEM) 0.0 $0 NEW 5.00 0.00
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $0 NEW 3.00 0.00
Renaissance Cap Greenwich Ipo Etf (IPO) 0.0 $0 3.00 0.00
Rmr Group Cl A (RMR) 0.0 $0 9.00 0.00
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.0 $0 3.00 0.00
Cohbar (CWBR) 0.0 $0 1.1k 0.00
Cronos Group (CRON) 0.0 $0 90.00 0.00
Organigram Holdings In (OGI) 0.0 $0 187.00 0.00
Greenlane Hldgs Cl A (GNLN) 0.0 $0 51.00 0.00
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) 0.0 $0 19.00 0.00
Aurora Cannabis (ACB) 0.0 $0 26.00 0.00
Hexo Corp Com New (HEXO) 0.0 $0 38.00 0.00
Inmed Pharmaceuticals Com New (INM) 0.0 $0 24.00 0.00
Arrival Group SHS (ARVL) 0.0 $0 12.00 0.00
Knowbe4 Cl A (KNBE) 0.0 $0 6.00 0.00

Past Filings by Hc Financial Advisors

SEC 13F filings are viewable for Hc Financial Advisors going back to 2018