Hc Financial Advisors as of March 31, 2019
Portfolio Holdings for Hc Financial Advisors
Hc Financial Advisors holds 44 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Doubleline Total Etf etf (TOTL) | 5.0 | $4.8M | 99k | 48.35 | |
Apple (AAPL) | 4.5 | $4.3M | 23k | 189.96 | |
Flexshares Tr iboxx 3r targt (TDTT) | 4.4 | $4.2M | 171k | 24.33 | |
Visa (V) | 4.3 | $4.1M | 26k | 156.18 | |
Microsoft Corporation (MSFT) | 3.8 | $3.6M | 30k | 117.94 | |
Home Depot (HD) | 3.6 | $3.4M | 18k | 191.86 | |
Walt Disney Company (DIS) | 3.5 | $3.4M | 31k | 111.02 | |
Automatic Data Processing (ADP) | 3.4 | $3.2M | 20k | 159.72 | |
WisdomTree SmallCap Dividend Fund (DES) | 3.3 | $3.2M | 116k | 27.54 | |
Northern Trust Corporation (NTRS) | 3.2 | $3.0M | 34k | 90.41 | |
Flexshares Tr (NFRA) | 3.0 | $2.9M | 58k | 49.49 | |
Verizon Communications (VZ) | 2.9 | $2.8M | 48k | 59.13 | |
Pfizer (PFE) | 2.9 | $2.8M | 65k | 42.47 | |
Becton, Dickinson and (BDX) | 2.8 | $2.6M | 11k | 249.69 | |
Honeywell International (HON) | 2.6 | $2.5M | 16k | 158.93 | |
Johnson & Johnson (JNJ) | 2.4 | $2.3M | 17k | 139.79 | |
Duke Energy (DUK) | 2.4 | $2.3M | 25k | 89.98 | |
U.S. Bancorp (USB) | 2.4 | $2.2M | 47k | 48.20 | |
McDonald's Corporation (MCD) | 2.2 | $2.1M | 11k | 189.93 | |
Flexshares Tr qualt divd idx (QDF) | 2.2 | $2.1M | 47k | 44.80 | |
Amgen (AMGN) | 2.1 | $2.0M | 11k | 190.01 | |
Accenture (ACN) | 2.0 | $1.9M | 11k | 176.03 | |
Caterpillar (CAT) | 2.0 | $1.9M | 14k | 135.47 | |
iShares MSCI EAFE Growth Index (EFG) | 1.9 | $1.8M | 23k | 77.47 | |
Pepsi (PEP) | 1.9 | $1.8M | 14k | 122.56 | |
PNC Financial Services (PNC) | 1.8 | $1.7M | 14k | 122.65 | |
Novartis (NVS) | 1.8 | $1.7M | 18k | 96.16 | |
Starbucks Corporation (SBUX) | 1.8 | $1.7M | 23k | 74.33 | |
United Technologies Corporation | 1.7 | $1.6M | 12k | 128.91 | |
Procter & Gamble Company (PG) | 1.7 | $1.6M | 15k | 104.03 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.7 | $1.6M | 26k | 60.76 | |
Cisco Systems (CSCO) | 1.6 | $1.5M | 29k | 54.00 | |
iShares MSCI EAFE Value Index (EFV) | 1.6 | $1.5M | 31k | 48.88 | |
Wells Fargo & Company (WFC) | 1.6 | $1.5M | 31k | 48.31 | |
Intel Corporation (INTC) | 1.4 | $1.3M | 25k | 53.71 | |
Nike (NKE) | 1.2 | $1.1M | 14k | 84.17 | |
WisdomTree MidCap Earnings Fund (EZM) | 1.2 | $1.1M | 29k | 39.34 | |
Colgate-Palmolive Company (CL) | 1.2 | $1.1M | 16k | 68.53 | |
Abbott Laboratories (ABT) | 1.1 | $1.0M | 13k | 79.94 | |
Huntington Bancshares Incorporated (HBAN) | 1.1 | $1.0M | 80k | 12.68 | |
iShares Russell Midcap Index Fund (IWR) | 0.9 | $906k | 17k | 53.93 | |
Schlumberger (SLB) | 0.9 | $882k | 20k | 43.56 | |
Invesco Dynamic Large etf - e (PWB) | 0.7 | $674k | 14k | 47.48 | |
WisdomTree MidCap Dividend Fund (DON) | 0.5 | $510k | 14k | 35.81 |