HC Advisors

HC Advisors as of March 31, 2025

Portfolio Holdings for HC Advisors

HC Advisors holds 62 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intrm Trm Tres (SCHR) 15.1 $20M 813k 24.86
First Tr Morningstar Div Lea SHS (FDL) 12.3 $17M 379k 43.44
Ishares Tr U.s. Tech Etf (IYW) 8.9 $12M 84k 140.44
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 7.1 $9.4M 342k 27.57
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.0 $6.7M 238k 27.96
Wisdomtree Tr Us Smallcap Divd (DES) 4.6 $6.2M 194k 31.96
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.8 $5.0M 200k 25.04
Grindr (GRND) 3.6 $4.8M 268k 17.90
Vanguard Consumer Staples Consum Stp Etf (VDC) 3.5 $4.7M 21k 218.82
Schwab US Agg Bond ETF Us Aggregate B (SCHZ) 3.2 $4.3M 187k 23.16
Ishares Tr U.s. Finls Etf (IYF) 3.2 $4.3M 38k 112.85
Ishares Tr Us Hlthcare Etf (IYH) 3.1 $4.2M 68k 60.89
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $3.2M 12k 274.84
Vanguard World Fds Energy Etf (VDE) 2.3 $3.1M 24k 129.71
Ishares Tr Gbl Comm Svc Etf (IXP) 2.1 $2.8M 29k 97.02
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.0 $2.7M 103k 26.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.8 $2.4M 102k 23.43
Sprott Etf Trust Gold Miners Etf (SGDM) 1.4 $1.8M 48k 37.94
Sprott Physical Gold Trust Unit (PHYS) 1.3 $1.7M 71k 24.06
Sprott Physical Silver Tr Tr Unit (PSLV) 1.1 $1.4M 123k 11.60
Apple (AAPL) 1.0 $1.3M 5.9k 222.14
Schwab Int'l Equity ETF Intl Eqty Etf (SCHF) 0.6 $811k 41k 19.78
Alibaba Group Hldg Sponsored Ads (BABA) 0.6 $794k 6.0k 132.23
Healthequity (HQY) 0.6 $785k 8.9k 88.37
Raytheon Technologies Corp (RTX) 0.6 $750k 5.7k 132.46
NVIDIA Corporation (NVDA) 0.6 $740k 6.8k 108.39
JPMorgan Chase & Co. (JPM) 0.5 $704k 2.9k 245.37
Home Depot (HD) 0.5 $626k 1.7k 366.49
Chevron Corporation (CVX) 0.5 $625k 3.7k 167.29
Exxon Mobil Corporation (XOM) 0.4 $517k 4.3k 118.95
Coca-Cola Company (KO) 0.4 $511k 7.1k 71.63
Aon Shs Cl A 0.4 $479k 1.2k 399.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $450k 805.00 559.39
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $411k 17k 24.34
Bank of America Corporation (BAC) 0.3 $404k 9.7k 41.73
Southern Company (SO) 0.3 $394k 4.3k 91.95
Sprott Physical Plat Pallad Unit (SPPP) 0.3 $371k 37k 9.94
Ge Aerospace Com New (GE) 0.3 $345k 1.7k 200.16
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $334k 2.6k 128.96
Microsoft Corporation (MSFT) 0.2 $328k 873.00 375.68
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $313k 3.8k 81.76
Wells Fargo & Company (WFC) 0.2 $287k 4.0k 71.79
Amazon (AMZN) 0.2 $277k 1.5k 190.27
Ecolab (ECL) 0.2 $266k 1.0k 253.52
Waste Management (WM) 0.2 $257k 1.1k 231.51
American Express Company (AXP) 0.2 $252k 937.00 269.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $251k 472.00 532.60
Delta Air Lines Inc Del Com New (DAL) 0.2 $247k 5.7k 43.60
Ishares Tr Core High Dv Etf (HDV) 0.2 $242k 2.0k 121.12
AFLAC Incorporated (AFL) 0.2 $241k 2.2k 111.19
Becton, Dickinson and (BDX) 0.2 $229k 1.0k 229.06
Carrier Global Corporation (CARR) 0.2 $222k 3.5k 63.40
Johnson & Johnson (JNJ) 0.2 $221k 1.3k 165.84
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $219k 10k 21.53
3M Company (MMM) 0.2 $217k 1.5k 146.95
Ishares Tr Select Divid Etf (DVY) 0.2 $208k 1.5k 134.31
Qualcomm (QCOM) 0.2 $204k 1.3k 153.61
Genuine Parts Company (GPC) 0.1 $198k 1.7k 119.14
Plug Power Com New (PLUG) 0.1 $142k 105k 1.35
New Gold Inc Cda (NGD) 0.1 $125k 34k 3.71
Alx Oncology Hldgs (ALXO) 0.0 $13k 22k 0.62
Nexters *w Exp 08/26/202 (GDEVW) 0.0 $371.070000 17k 0.02