Hc Financial Advisors as of March 31, 2018
Portfolio Holdings for Hc Financial Advisors
Hc Financial Advisors holds 69 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Flexshares Tr iboxx 3r targt (TDTT) | 5.3 | $5.4M | 221k | 24.39 | |
Doubleline Total Etf etf (TOTL) | 4.0 | $4.1M | 85k | 47.97 | |
Apple (AAPL) | 4.0 | $4.0M | 24k | 167.78 | |
Home Depot (HD) | 3.2 | $3.3M | 19k | 178.23 | |
Northern Trust Corporation (NTRS) | 3.2 | $3.2M | 31k | 103.14 | |
Visa (V) | 3.0 | $3.0M | 25k | 119.62 | |
Pfizer (PFE) | 2.6 | $2.6M | 74k | 35.49 | |
Walt Disney Company (DIS) | 2.6 | $2.6M | 26k | 100.43 | |
Oracle Corporation (ORCL) | 2.5 | $2.6M | 56k | 45.74 | |
Becton, Dickinson and (BDX) | 2.4 | $2.4M | 11k | 216.70 | |
Microsoft Corporation (MSFT) | 2.3 | $2.3M | 26k | 91.27 | |
Flexshares Tr (NFRA) | 2.3 | $2.3M | 50k | 46.15 | |
International Business Machines (IBM) | 2.2 | $2.2M | 14k | 153.40 | |
WisdomTree SmallCap Dividend Fund (DES) | 2.1 | $2.2M | 80k | 27.40 | |
Honeywell International (HON) | 2.1 | $2.2M | 15k | 144.52 | |
Caterpillar (CAT) | 2.0 | $2.0M | 14k | 147.41 | |
U.S. Bancorp (USB) | 1.9 | $2.0M | 39k | 50.50 | |
FedEx Corporation (FDX) | 1.9 | $2.0M | 8.2k | 240.05 | |
PNC Financial Services (PNC) | 1.9 | $1.9M | 13k | 151.25 | |
Amgen (AMGN) | 1.9 | $1.9M | 11k | 170.52 | |
Accenture (ACN) | 1.9 | $1.9M | 12k | 153.54 | |
Wells Fargo & Company (WFC) | 1.9 | $1.9M | 36k | 52.41 | |
Johnson & Johnson (JNJ) | 1.8 | $1.8M | 14k | 128.13 | |
Huntington Bancshares Incorporated (HBAN) | 1.8 | $1.8M | 119k | 15.10 | |
Time Warner | 1.7 | $1.7M | 18k | 94.59 | |
Colgate-Palmolive Company (CL) | 1.7 | $1.7M | 23k | 71.68 | |
McDonald's Corporation (MCD) | 1.5 | $1.6M | 10k | 156.39 | |
Flexshares Tr qualt divd idx (QDF) | 1.5 | $1.5M | 35k | 43.74 | |
United Technologies Corporation | 1.5 | $1.5M | 12k | 125.81 | |
Procter & Gamble Company (PG) | 1.4 | $1.4M | 18k | 79.29 | |
Alphabet Inc Class C cs (GOOG) | 1.3 | $1.4M | 1.3k | 1031.84 | |
Cisco Systems (CSCO) | 1.3 | $1.3M | 31k | 42.88 | |
Adobe Systems Incorporated (ADBE) | 1.3 | $1.3M | 6.0k | 216.00 | |
Novartis (NVS) | 1.3 | $1.3M | 16k | 80.86 | |
Intel Corporation (INTC) | 1.3 | $1.3M | 25k | 52.09 | |
Nike (NKE) | 1.3 | $1.3M | 19k | 66.43 | |
3M Company (MMM) | 1.2 | $1.2M | 5.7k | 219.59 | |
Verizon Communications (VZ) | 1.2 | $1.2M | 26k | 47.83 | |
Automatic Data Processing (ADP) | 1.2 | $1.2M | 11k | 113.50 | |
Stryker Corporation (SYK) | 1.2 | $1.2M | 7.4k | 160.91 | |
United Parcel Service (UPS) | 1.2 | $1.2M | 11k | 104.67 | |
Schlumberger (SLB) | 1.0 | $1.0M | 16k | 64.79 | |
Dowdupont | 1.0 | $1.0M | 16k | 63.70 | |
At&t (T) | 1.0 | $985k | 28k | 35.65 | |
Pepsi (PEP) | 0.9 | $945k | 8.7k | 109.15 | |
Exxon Mobil Corporation (XOM) | 0.8 | $819k | 11k | 74.58 | |
Columbia Emerging Markets Consumer Etf etf (ECON) | 0.8 | $821k | 31k | 26.48 | |
Costco Wholesale Corporation (COST) | 0.8 | $798k | 4.2k | 188.52 | |
Abbott Laboratories (ABT) | 0.8 | $805k | 13k | 59.89 | |
PowerShares FTSE RAFI US 1000 | 0.7 | $729k | 6.6k | 110.12 | |
iShares Russell 1000 Index (IWB) | 0.7 | $681k | 4.6k | 146.77 | |
Alphabet Inc Class A cs (GOOGL) | 0.7 | $659k | 635.00 | 1037.80 | |
Constellation Brands (STZ) | 0.6 | $628k | 2.8k | 227.78 | |
PowerShares Dynamic Lg.Cap Growth | 0.6 | $578k | 14k | 42.79 | |
WisdomTree MidCap Dividend Fund (DON) | 0.6 | $567k | 17k | 34.14 | |
WisdomTree MidCap Earnings Fund (EZM) | 0.5 | $541k | 14k | 38.67 | |
Berkshire Hathaway (BRK.B) | 0.5 | $486k | 2.4k | 199.67 | |
Molson Coors Brewing Company (TAP) | 0.5 | $491k | 6.5k | 75.32 | |
Starbucks Corporation (SBUX) | 0.5 | $476k | 8.2k | 57.92 | |
Spdr S&p 500 Etf (SPY) | 0.5 | $463k | 1.8k | 263.07 | |
PowerShares FTSE RAFI Developed Markets | 0.5 | $462k | 10k | 44.60 | |
Vanguard Europe Pacific ETF (VEA) | 0.4 | $399k | 9.0k | 44.24 | |
Chevron Corporation (CVX) | 0.4 | $381k | 3.3k | 113.94 | |
Amazon (AMZN) | 0.4 | $382k | 264.00 | 1446.97 | |
Weyerhaeuser Company (WY) | 0.3 | $297k | 8.5k | 34.95 | |
Duke Energy (DUK) | 0.3 | $273k | 3.5k | 77.49 | |
CVS Caremark Corporation (CVS) | 0.2 | $224k | 3.6k | 62.24 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.2 | $226k | 2.0k | 113.06 | |
Bristol Myers Squibb (BMY) | 0.2 | $201k | 3.2k | 63.25 |