Hc Financial Advisors as of June 30, 2019
Portfolio Holdings for Hc Financial Advisors
Hc Financial Advisors holds 45 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Doubleline Total Etf etf (TOTL) | 5.2 | $5.2M | 107k | 49.07 | |
| Visa (V) | 4.6 | $4.6M | 27k | 173.54 | |
| Flexshares Tr iboxx 3r targt (TDTT) | 4.3 | $4.3M | 176k | 24.69 | |
| Apple (AAPL) | 4.2 | $4.3M | 22k | 197.92 | |
| Walt Disney Company (DIS) | 4.2 | $4.2M | 30k | 139.63 | |
| Microsoft Corporation (MSFT) | 3.9 | $3.9M | 29k | 133.94 | |
| Home Depot (HD) | 3.5 | $3.5M | 17k | 207.98 | |
| Automatic Data Processing (ADP) | 3.3 | $3.3M | 20k | 165.33 | |
| WisdomTree SmallCap Dividend Fund (DES) | 3.2 | $3.2M | 118k | 27.11 | |
| Flexshares Tr (NFRA) | 3.1 | $3.1M | 61k | 51.01 | |
| Northern Trust Corporation (NTRS) | 2.8 | $2.8M | 32k | 90.01 | |
| Pfizer (PFE) | 2.7 | $2.7M | 64k | 43.31 | |
| Honeywell International (HON) | 2.7 | $2.7M | 16k | 174.56 | |
| Verizon Communications (VZ) | 2.7 | $2.7M | 47k | 57.13 | |
| Becton, Dickinson and (BDX) | 2.6 | $2.6M | 10k | 252.06 | |
| Johnson & Johnson (JNJ) | 2.4 | $2.4M | 17k | 139.26 | |
| U.S. Bancorp (USB) | 2.4 | $2.4M | 46k | 52.40 | |
| Duke Energy (DUK) | 2.3 | $2.3M | 26k | 88.24 | |
| McDonald's Corporation (MCD) | 2.2 | $2.3M | 11k | 207.67 | |
| Flexshares Tr qualt divd idx (QDF) | 2.1 | $2.1M | 47k | 44.87 | |
| Amgen (AMGN) | 2.0 | $2.0M | 11k | 184.28 | |
| PNC Financial Services (PNC) | 2.0 | $2.0M | 14k | 137.28 | |
| Accenture (ACN) | 1.9 | $1.9M | 10k | 184.76 | |
| Caterpillar (CAT) | 1.9 | $1.9M | 14k | 136.28 | |
| iShares MSCI EAFE Growth Index (EFG) | 1.9 | $1.9M | 23k | 80.78 | |
| Pepsi (PEP) | 1.8 | $1.8M | 14k | 131.15 | |
| Starbucks Corporation (SBUX) | 1.8 | $1.8M | 21k | 83.83 | |
| Novartis (NVS) | 1.7 | $1.7M | 19k | 91.30 | |
| United Technologies Corporation | 1.7 | $1.7M | 13k | 130.23 | |
| FedEx Corporation (FDX) | 1.6 | $1.7M | 10k | 164.15 | |
| Procter & Gamble Company (PG) | 1.6 | $1.6M | 15k | 109.68 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.6 | $1.6M | 26k | 61.40 | |
| iShares MSCI EAFE Value Index (EFV) | 1.5 | $1.5M | 31k | 48.07 | |
| Cisco Systems (CSCO) | 1.4 | $1.4M | 26k | 54.72 | |
| Huntington Bancshares Incorporated (HBAN) | 1.3 | $1.3M | 95k | 13.82 | |
| Wells Fargo & Company (WFC) | 1.3 | $1.3M | 27k | 47.34 | |
| Intel Corporation (INTC) | 1.1 | $1.1M | 24k | 47.88 | |
| Nike (NKE) | 1.1 | $1.1M | 13k | 83.97 | |
| WisdomTree MidCap Earnings Fund (EZM) | 1.1 | $1.1M | 28k | 40.00 | |
| Abbott Laboratories (ABT) | 1.1 | $1.1M | 13k | 84.07 | |
| Colgate-Palmolive Company (CL) | 1.1 | $1.1M | 15k | 71.70 | |
| iShares Russell Midcap Index Fund (IWR) | 0.9 | $939k | 17k | 55.89 | |
| Schlumberger (SLB) | 0.8 | $851k | 21k | 39.74 | |
| Invesco Dynamic Large etf - e (PWB) | 0.7 | $669k | 14k | 48.39 | |
| WisdomTree MidCap Dividend Fund (DON) | 0.5 | $506k | 14k | 36.17 |
