Hc Financial Advisors

Hc Financial Advisors as of Sept. 30, 2019

Portfolio Holdings for Hc Financial Advisors

Hc Financial Advisors holds 65 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Doubleline Total Etf etf (TOTL) 4.8 $5.6M 114k 49.23
Visa (V) 3.9 $4.6M 27k 172.00
Apple (AAPL) 3.9 $4.6M 20k 223.99
Microsoft Corporation (MSFT) 3.4 $3.9M 28k 139.03
Walt Disney Company (DIS) 3.2 $3.8M 29k 130.31
Home Depot (HD) 3.2 $3.7M 16k 232.05
Flexshares Tr iboxx 3r targt (TDTT) 3.1 $3.7M 149k 24.59
Automatic Data Processing (ADP) 2.7 $3.2M 20k 161.43
WisdomTree SmallCap Dividend Fund (DES) 2.6 $3.1M 112k 27.37
Flexshares Tr (NFRA) 2.5 $3.0M 57k 51.75
Northern Trust Corporation (NTRS) 2.5 $2.9M 31k 93.32
Verizon Communications (VZ) 2.4 $2.8M 47k 60.37
Honeywell International (HON) 2.2 $2.6M 15k 169.23
Duke Energy (DUK) 2.2 $2.6M 27k 95.85
U.S. Bancorp (USB) 2.1 $2.5M 45k 55.33
Becton, Dickinson and (BDX) 2.1 $2.5M 9.8k 252.92
Johnson & Johnson (JNJ) 2.0 $2.3M 18k 129.36
Pfizer (PFE) 1.9 $2.3M 63k 35.92
McDonald's Corporation (MCD) 1.9 $2.2M 10k 214.75
Alphabet Inc Class C cs (GOOG) 1.8 $2.1M 1.7k 1219.08
Amgen (AMGN) 1.8 $2.1M 11k 193.49
PNC Financial Services (PNC) 1.8 $2.0M 15k 140.15
Flexshares Tr qualt divd idx (QDF) 1.7 $2.0M 43k 45.43
Pepsi (PEP) 1.6 $1.9M 14k 137.09
United Technologies Corporation 1.6 $1.8M 14k 136.51
iShares MSCI EAFE Growth Index (EFG) 1.6 $1.8M 23k 80.52
Accenture (ACN) 1.5 $1.8M 9.4k 192.39
Caterpillar (CAT) 1.5 $1.8M 14k 126.33
Procter & Gamble Company (PG) 1.5 $1.7M 14k 124.40
3M Company (MMM) 1.4 $1.7M 10k 164.42
FedEx Corporation (FDX) 1.4 $1.6M 11k 145.56
Starbucks Corporation (SBUX) 1.3 $1.6M 18k 88.44
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.3 $1.6M 26k 61.07
Estee Lauder Companies (EL) 1.3 $1.5M 7.8k 198.97
Novartis (NVS) 1.3 $1.5M 17k 86.93
Amazon (AMZN) 1.2 $1.4M 791.00 1735.78
iShares MSCI EAFE Value Index (EFV) 1.2 $1.4M 29k 47.39
Huntington Bancshares Incorporated (HBAN) 1.2 $1.4M 95k 14.27
Adobe Systems Incorporated (ADBE) 1.1 $1.3M 4.6k 276.15
Stryker Corporation (SYK) 1.1 $1.3M 5.9k 216.22
Wells Fargo & Company (WFC) 1.1 $1.3M 25k 50.46
Cisco Systems (CSCO) 1.1 $1.2M 25k 49.41
Intel Corporation (INTC) 1.0 $1.2M 23k 51.54
Costco Wholesale Corporation (COST) 1.0 $1.2M 4.1k 288.14
Nike (NKE) 1.0 $1.1M 12k 93.89
Colgate-Palmolive Company (CL) 0.9 $1.0M 14k 73.53
iShares Russell 1000 Index (IWB) 0.9 $1.0M 6.3k 164.51
WisdomTree MidCap Earnings Fund (EZM) 0.9 $1.0M 26k 39.45
Alphabet Inc Class A cs (GOOGL) 0.9 $1000k 819.00 1221.00
Abbott Laboratories (ABT) 0.8 $975k 12k 83.65
iShares Russell Midcap Index Fund (IWR) 0.8 $940k 17k 55.95
Schlumberger (SLB) 0.8 $901k 26k 34.16
Chevron Corporation (CVX) 0.7 $804k 6.8k 118.64
Constellation Brands (STZ) 0.7 $782k 3.8k 207.15
Vanguard Large-Cap ETF (VV) 0.7 $765k 5.6k 136.32
Invesco Dynamic Large etf - e (PWB) 0.5 $618k 13k 48.37
Exxon Mobil Corporation (XOM) 0.5 $609k 8.6k 70.59
Berkshire Hathaway (BRK.B) 0.5 $572k 2.8k 207.92
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.5 $573k 4.9k 117.90
SPDR Barclays Capital Inter Term (SPTI) 0.5 $524k 17k 31.25
WisdomTree MidCap Dividend Fund (DON) 0.5 $523k 14k 36.30
Spdr S&p 500 Etf (SPY) 0.4 $417k 1.4k 296.38
Invesco Ftse Rafi Dev etf - e (PXF) 0.3 $321k 8.1k 39.69
Inogen (INGN) 0.2 $219k 4.6k 47.85
Vanguard Europe Pacific ETF (VEA) 0.2 $208k 5.1k 41.09