HC Advisors

HC Advisors as of Dec. 31, 2025

Portfolio Holdings for HC Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intrm Trm Tres (SCHR) 14.9 $22M 858k 25.08
Ishares Tr U.s. Tech Etf (IYW) 11.5 $17M 83k 199.68
First Tr Morningstar Div Lea SHS (FDL) 9.2 $13M 301k 44.34
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 7.3 $11M 324k 32.75
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.7 $8.3M 254k 32.62
Wisdomtree Tr Us Smallcap Divd (DES) 4.7 $6.9M 205k 33.45
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.4 $4.9M 179k 27.43
Ishares Tr Us Hlthcare Etf (IYH) 3.3 $4.8M 74k 65.10
Ishares Tr U.s. Finls Etf (IYF) 3.2 $4.6M 36k 128.93
Schwab US Agg Bond ETF Us Aggregate B (SCHZ) 3.2 $4.6M 196k 23.37
Vanguard Consumer Staples Consum Stp Etf (VDC) 3.0 $4.3M 20k 211.24
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $3.8M 11k 335.27
Grindr (GRND) 2.6 $3.7M 275k 13.54
Sprott Physical Silver Tr Tr Unit (PSLV) 2.4 $3.4M 145k 23.65
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.2 $3.2M 107k 30.07
Ishares Tr Gbl Comm Svc Etf (IXP) 2.2 $3.1M 26k 121.22
Sprott Etf Trust Gold Miners Etf (SGDM) 2.0 $2.9M 41k 69.63
Sprott Physical Gold Trust Unit (PHYS) 1.6 $2.4M 72k 33.02
Schwab Int'l Equity ETF Intl Eqty Etf (SCHF) 1.3 $1.9M 80k 24.04
Alps Etf Tr Alerian Mlp (AMLP) 1.3 $1.9M 40k 47.02
Apple (AAPL) 1.0 $1.5M 5.6k 271.89
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $1.3M 47k 28.48
NVIDIA Corporation (NVDA) 0.9 $1.3M 7.1k 186.50
Raytheon Technologies Corp (RTX) 0.6 $900k 4.9k 183.40
JPMorgan Chase & Co. (JPM) 0.6 $863k 2.7k 322.25
Healthequity (HQY) 0.6 $814k 8.9k 91.61
Sprott Physical Plat Pallad Unit (SPPP) 0.5 $763k 45k 16.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $546k 800.00 681.92
Chevron Corporation (CVX) 0.4 $528k 3.5k 152.44
Ge Aerospace Com New (GE) 0.3 $501k 1.6k 308.04
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $479k 20k 24.37
Exxon Mobil Corporation (XOM) 0.3 $446k 3.7k 120.35
Bank of America Corporation (BAC) 0.3 $439k 8.0k 55.00
Coca-Cola Company (KO) 0.3 $430k 6.1k 69.91
Aon Shs Cl A 0.3 $423k 1.2k 352.88
Delta Air Lines Inc Del Com New (DAL) 0.3 $399k 5.7k 69.40
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $373k 2.5k 146.58
International Business Machines (IBM) 0.3 $370k 1.3k 296.21
American Express Company (AXP) 0.2 $351k 948.00 370.29
Amazon (AMZN) 0.2 $333k 1.4k 230.83
Home Depot (HD) 0.2 $324k 941.00 344.10
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $321k 3.8k 83.75
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $311k 7.9k 39.45
Microsoft Corporation (MSFT) 0.2 $310k 641.00 484.09
Ishares Asia/pac Div Etf (DVYA) 0.2 $309k 7.0k 44.28
Wells Fargo & Company (WFC) 0.2 $306k 3.3k 93.22
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $267k 10k 26.23
Southern Company (SO) 0.2 $256k 2.9k 87.20
Constellation Energy (CEG) 0.2 $255k 722.00 353.46
Ge Vernova (GEV) 0.2 $245k 375.00 653.57
Peabody Energy (BTU) 0.2 $244k 8.2k 29.70
Waste Management (WM) 0.2 $244k 1.1k 219.71
3M Company (MMM) 0.2 $237k 1.5k 160.14
Baron Etf Tr Technology Etf (BCTK) 0.2 $227k 9.0k 25.12
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $226k 8.3k 27.21
Ishares Tr Us Aer Def Etf (ITA) 0.1 $215k 1.0k 214.69
Plug Power Com New (PLUG) 0.1 $207k 105k 1.97
New Gold Inc Cda (NGD) 0.1 $181k 21k 8.71
Alx Oncology Hldgs (ALXO) 0.0 $27k 24k 1.13
Nexters *w Exp 08/26/202 (GDEVW) 0.0 $243.440000 14k 0.02