HC Advisors

HC Advisors as of March 31, 2026

Portfolio Holdings for HC Advisors

HC Advisors holds 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intrm Trm Tres (SCHR) 15.0 $22M 900k 24.91
Ishares Tr U.s. Tech Etf (IYW) 10.8 $16M 89k 181.42
First Tr Morningstar Div Lea SHS (FDL) 10.0 $15M 293k 50.80
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 6.9 $10M 314k 32.95
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.6 $8.4M 287k 29.13
Wisdomtree Tr Us Smallcap Divd (DES) 5.0 $7.4M 207k 35.94
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.9 $5.8M 190k 30.68
Vanguard Consumer Staples Consum Stp Etf (VDC) 3.6 $5.3M 24k 224.59
Schwab US Agg Bond ETF Us Aggregate B (SCHZ) 3.5 $5.3M 228k 23.22
Ishares Tr Us Hlthcare Etf (IYH) 3.0 $4.5M 72k 61.64
Ishares Tr U.s. Finls Etf (IYF) 2.9 $4.3M 37k 117.66
Grindr (GRND) 2.6 $3.8M 315k 12.09
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $3.7M 11k 320.81
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.2 $3.3M 106k 30.96
Sprott Etf Trust Gold Miners Etf (SGDM) 2.1 $3.1M 42k 75.49
Ishares Tr Gbl Comm Svc Etf (IXP) 2.1 $3.1M 27k 114.86
Sprott Physical Silver Tr Tr Unit (PSLV) 2.1 $3.1M 126k 24.39
Sprott Physical Gold Trust Unit (PHYS) 1.8 $2.7M 76k 35.44
Alps Etf Tr Alerian Mlp (AMLP) 1.4 $2.1M 41k 52.64
Schwab Int'l Equity ETF Intl Eqty Etf (SCHF) 1.3 $1.9M 78k 24.75
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.4M 49k 29.08
Apple (AAPL) 0.9 $1.4M 5.6k 253.82
NVIDIA Corporation (NVDA) 0.7 $1.1M 6.0k 174.40
Raytheon Technologies Corp (RTX) 0.6 $892k 4.6k 192.90
Sprott Physical Plat Pallad Unit (SPPP) 0.6 $831k 54k 15.53
JPMorgan Chase & Co. (JPM) 0.5 $770k 2.6k 294.20
Healthequity (HQY) 0.5 $726k 8.7k 83.57
Freeport Mcmoran CL B (FCX) 0.5 $681k 12k 58.78
Chevron Corporation (CVX) 0.4 $642k 3.1k 206.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $583k 896.00 650.34
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $546k 23k 24.27
Exxon Mobil Corporation (XOM) 0.4 $542k 3.2k 169.67
Coca-Cola Company (KO) 0.3 $466k 6.1k 76.05
Bank of America Corporation (BAC) 0.3 $406k 8.3k 48.75
Aon Shs Cl A 0.3 $387k 1.2k 322.78
Delta Air Lines Inc Del Com New (DAL) 0.3 $383k 5.8k 66.49
International Business Machines (IBM) 0.2 $341k 1.4k 242.39
Home Depot (HD) 0.2 $328k 998.00 328.89
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $327k 2.8k 116.29
Ge Aerospace Com New (GE) 0.2 $319k 1.1k 283.79
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $319k 2.5k 125.46
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $317k 3.8k 82.75
Peabody Energy (BTU) 0.2 $298k 9.0k 32.95
Amazon (AMZN) 0.2 $296k 1.4k 208.28
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $292k 6.9k 42.56
Wells Fargo & Company (WFC) 0.2 $288k 3.6k 79.62
Ishares Asia/pac Div Etf (DVYA) 0.2 $286k 5.9k 48.26
American Express Company (AXP) 0.2 $286k 945.00 302.53
Southern Company (SO) 0.2 $284k 2.9k 96.52
Ge Vernova (GEV) 0.2 $262k 300.00 872.90
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $256k 10k 25.10
Waste Management (WM) 0.2 $256k 1.1k 229.79
Plug Power Com New (PLUG) 0.2 $237k 105k 2.26
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $231k 8.3k 27.85
Ishares Tr Us Aer Def Etf (ITA) 0.1 $219k 1.0k 218.75
3M Company (MMM) 0.1 $216k 1.5k 145.32
Microsoft Corporation (MSFT) 0.1 $210k 568.00 370.25
Constellation Energy (CEG) 0.1 $202k 722.00 279.57
Alx Oncology Hldgs (ALXO) 0.0 $46k 23k 2.00
Nexters *w Exp 08/26/202 (GDEVW) 0.0 $57.120000 14k 0.00