HC Advisors

HC Advisors as of June 30, 2025

Portfolio Holdings for HC Advisors

HC Advisors holds 60 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intrm Trm Tres (SCHR) 14.4 $20M 814k 25.03
First Tr Morningstar Div Lea SHS (FDL) 11.2 $16M 380k 41.87
Ishares Tr U.s. Tech Etf (IYW) 10.0 $14M 82k 173.27
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 7.2 $10M 337k 30.14
Wisdomtree Tr Us Smallcap Divd (DES) 4.4 $6.3M 198k 31.76
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.4 $6.2M 234k 26.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.0 $5.7M 196k 29.21
Grindr (GRND) 4.0 $5.7M 251k 22.70
Vanguard Consumer Staples Consum Stp Etf (VDC) 3.3 $4.7M 21k 219.00
Ishares Tr U.s. Finls Etf (IYF) 3.2 $4.5M 38k 120.99
Schwab US Agg Bond ETF Us Aggregate B (SCHZ) 3.1 $4.4M 189k 23.24
Ishares Tr Us Hlthcare Etf (IYH) 2.8 $4.0M 70k 56.48
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $3.7M 12k 303.93
Ishares Tr Gbl Comm Svc Etf (IXP) 2.2 $3.1M 28k 112.32
Vanguard World Fds Energy Etf (VDE) 2.1 $3.0M 25k 119.12
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.0 $2.9M 102k 28.05
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.8 $2.6M 102k 25.30
Sprott Physical Silver Tr Tr Unit (PSLV) 1.7 $2.4M 194k 12.24
Sprott Etf Trust Gold Miners Etf (SGDM) 1.5 $2.1M 47k 45.24
Sprott Physical Gold Trust Unit (PHYS) 1.3 $1.8M 71k 25.35
Alps Etf Tr Alerian Mlp (AMLP) 1.2 $1.7M 36k 48.86
Apple (AAPL) 0.8 $1.2M 5.8k 205.17
NVIDIA Corporation (NVDA) 0.8 $1.1M 7.1k 158.01
Healthequity (HQY) 0.7 $930k 8.9k 104.76
Schwab Int'l Equity ETF Intl Eqty Etf (SCHF) 0.6 $913k 41k 22.10
JPMorgan Chase & Co. (JPM) 0.5 $772k 2.7k 289.93
Peabody Energy (BTU) 0.5 $717k 53k 13.42
Raytheon Technologies Corp (RTX) 0.5 $717k 4.9k 146.02
Home Depot (HD) 0.4 $558k 1.5k 366.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $497k 805.00 617.85
Chevron Corporation (CVX) 0.3 $493k 3.4k 143.23
Sprott Physical Plat Pallad Unit (SPPP) 0.3 $454k 39k 11.73
Coca-Cola Company (KO) 0.3 $429k 6.1k 70.76
Aon Shs Cl A 0.3 $428k 1.2k 356.76
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $427k 18k 24.38
Ge Aerospace Com New (GE) 0.3 $418k 1.6k 257.40
International Business Machines (IBM) 0.3 $398k 1.4k 294.78
Exxon Mobil Corporation (XOM) 0.3 $397k 3.7k 107.81
Delta Air Lines Inc Del Com New (DAL) 0.3 $392k 8.0k 49.19
Bank of America Corporation (BAC) 0.3 $377k 8.0k 47.32
Southern Company (SO) 0.3 $366k 4.0k 91.83
Amazon (AMZN) 0.2 $330k 1.5k 219.40
Microsoft Corporation (MSFT) 0.2 $322k 646.00 498.07
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $317k 3.8k 82.92
American Express Company (AXP) 0.2 $299k 937.00 319.27
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $288k 2.5k 113.41
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $272k 7.9k 34.51
Ishares Asia/pac Div Etf (DVYA) 0.2 $268k 7.0k 38.47
Wells Fargo & Company (WFC) 0.2 $263k 3.3k 80.14
Waste Management (WM) 0.2 $254k 1.1k 228.82
Proshares Tr Ultrpro S&p500 (UPRO) 0.2 $245k 2.7k 91.44
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $243k 10k 23.83
Constellation Energy (CEG) 0.2 $233k 721.00 323.04
3M Company (MMM) 0.2 $225k 1.5k 152.29
Crispr Therapeutics Namen Akt (CRSP) 0.1 $205k 4.2k 48.64
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $204k 8.3k 24.54
New Gold Inc Cda (NGD) 0.1 $167k 34k 4.95
Plug Power Com New (PLUG) 0.1 $157k 105k 1.49
Alx Oncology Hldgs (ALXO) 0.0 $8.5k 21k 0.42
Nexters *w Exp 08/26/202 (GDEVW) 0.0 $224.010000 17k 0.01