Hc Advisors, LLC Top Holdings and 13F Report (2025) About Hc Advisors, LLCInvestment ActivityHc Advisors, LLC has $133.52 million in total holdings as of March 31, 2025.Hc Advisors, LLC owns shares of 62 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 8.02% of the portfolio was purchased this quarter.About 2.15% of the portfolio was sold this quarter.This quarter, Hc Advisors, LLC has purchased 59 new stocks and bought additional shares in 25 stocks.Hc Advisors, LLC sold shares of 18 stocks and completely divested from 5 stocks this quarter.Largest Holdings Schwab Intermediate-Term U.S. Treasury ETF $20,198,004First Trust Morningstar Dividend Leaders Index $16,453,074iShares U.S. Technology ETF $11,822,520Schwab Emerging Markets Equity ETF $9,423,977Schwab US Dividend Equity ETF $6,656,214 Largest New Holdings this Quarter 369604301 - GE Aerospace $345,272 Holding921946406 - Vanguard High Dividend Yield ETF $333,620 Holding92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $312,977 Holding278865100 - Ecolab $265,942 Holding075887109 - Becton, Dickinson and Company $229,060 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 10,122 shares (about $2.78M)Grindr 84,505 shares (about $1.51M)iShares U.S. Technology ETF 8,653 shares (about $1.22M)Schwab Intermediate-Term U.S. Treasury ETF 47,659 shares (about $1.18M)Schwab Emerging Markets Equity ETF 16,249 shares (about $447.98K) Largest Sales this Quarter iShares Global Comm Services ETF 2,440 shares (about $236.73K)NVIDIA 1,669 shares (about $180.91K)Waste Management 520 shares (about $120.39K)Microsoft 212 shares (about $79.64K)iShares U.S. Financials ETF 645 shares (about $72.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHc Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHRSchwab Intermediate-Term U.S. Treasury ETF$20,198,004$1,184,803 ▲6.2%812,47015.1%ETFFDLFirst Trust Morningstar Dividend Leaders Index$16,453,074$414,287 ▲2.6%378,75412.3%ETFIYWiShares U.S. Technology ETF$11,822,520$1,215,227 ▲11.5%84,1828.9%ManufacturingSCHESchwab Emerging Markets Equity ETF$9,423,977$447,985 ▲5.0%341,8207.1%ETFSCHDSchwab US Dividend Equity ETF$6,656,214$56,815 ▼-0.8%238,0625.0%ETFDESWisdomTree U.S. SmallCap Dividend Fund$6,194,775$155,805 ▲2.6%193,8294.6%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$5,014,786$18,605 ▲0.4%200,2713.8%ETFGRNDGrindr$4,800,494$1,512,640 ▲46.0%268,1843.6%Computer and TechnologyVDCVanguard Consumer Staples ETF$4,675,965$66,084 ▲1.4%21,3693.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$4,329,114$267,220 ▲6.6%186,9223.2%ETFIYFiShares U.S. Financials ETF$4,279,046$72,788 ▼-1.7%37,9183.2%ETFIYHiShares U.S. Healthcare ETF$4,154,561$247,094 ▲6.3%68,2303.1%ETFVTIVanguard Total Stock Market ETF$3,249,433$2,781,930 ▲595.1%11,8232.4%ETFVDEVanguard Energy ETF$3,085,282$38,264 ▲1.3%23,7862.3%ETFIXPiShares Global Comm Services ETF$2,820,274$236,729 ▼-7.7%29,0692.1%ETFSCHMSchwab U.S. Mid-Cap ETF$2,688,644$10,244 ▼-0.4%102,6202.0%ETFSCHASchwab US Small-Cap ETF$2,394,874$37,722 ▲1.6%102,2141.8%ETFSGDMSprott Gold Miners ETF$1,826,434$12,331 ▲0.7%48,1401.4%ETFSPROTT PHYSICAL GOLD TRUST$1,713,2160.0%71,2061.3%UNITSPROTT PHYSICAL SILVER TR$1,422,172$8,120 ▲0.6%122,6011.1%TR UNITAAPLApple$1,311,273$3,776 ▼-0.3%5,9031.0%Computer and TechnologySCHFSchwab International Equity ETF$811,000$10,068 ▼-1.2%41,0010.6%ETFBABAAlibaba Group$794,041$9,785 ▼-1.2%6,0050.6%Retail/WholesaleHQYHealthEquity$784,726$13,256 ▼-1.7%8,8800.6%MedicalRTXRTX$749,459$3,312 ▲0.4%5,6580.6%AerospaceNVDANVIDIA$739,450$180,906 ▼-19.7%6,8220.6%Computer and TechnologyJPMJPMorgan Chase & Co.$703,721$57,417 ▼-7.5%2,8680.5%FinanceHDHome Depot$625,598$18,691 ▲3.1%1,7070.5%Retail/WholesaleCVXChevron$624,833$7,361 ▼-1.2%3,7350.5%EnergyXOMExxon Mobil$517,209$29,976 ▼-5.5%4,3480.4%EnergyKOCoca-Cola$510,5700.0%7,1280.4%Consumer StaplesAON PLC$478,5090.0%1,1990.4%SHS CL ASPYSPDR S&P 500 ETF Trust$450,309$12,307 ▼-2.7%8050.3%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$410,640$30,912 ▲8.1%16,8710.3%ETFBACBank of America$403,905$17,735 ▼-4.2%9,6790.3%FinanceSOSouthern$393,822$179,854 ▲84.1%4,2830.3%UtilitiesSPROTT PHYSICAL PLAT PALLAD$371,070$1,133 ▲0.3%37,3310.3%UNITGEGE Aerospace$345,272$345,272 ▲New Holding1,7250.3%IndustrialsVYMVanguard High Dividend Yield ETF$333,620$333,620 ▲New Holding2,5870.2%ETFMSFTMicrosoft$327,969$79,644 ▼-19.5%8730.2%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$312,977$312,977 ▲New Holding3,8280.2%ETFWFCWells Fargo & Company$287,096$60,951 ▼-17.5%3,9990.2%FinanceAMZNAmazon.com$276,840$17,885 ▲6.9%1,4550.2%Retail/WholesaleECLEcolab$265,942$265,942 ▲New Holding1,0490.2%Basic MaterialsWMWaste Management$257,439$120,385 ▼-31.9%1,1120.2%Business ServicesAXPAmerican Express$252,122$538 ▲0.2%9370.2%FinanceBRK.BBerkshire Hathaway$251,3890.0%4720.2%FinanceDALDelta Air Lines$247,045$654 ▲0.3%5,6660.2%TransportationHDViShares Core High Dividend ETF$242,2400.0%2,0000.2%ETFAFLAflac$240,7260.0%2,1650.2%FinanceBDXBecton, Dickinson and Company$229,060$229,060 ▲New Holding1,0000.2%MedicalCARRCarrier Global$222,0270.0%3,5020.2%Computer and TechnologyJNJJohnson & Johnson$221,402$23,384 ▼-9.6%1,3350.2%MedicalSCHBSchwab US Broad Market ETF$219,3480.0%10,1880.2%ETFMMM3M$217,042$217,042 ▲New Holding1,4770.2%Multi-Sector ConglomeratesDVYiShares Select Dividend ETF$207,911$134 ▲0.1%1,5480.2%ETFQCOMQUALCOMM$203,5330.0%1,3250.2%Computer and TechnologyGPCGenuine Parts$198,368$198,368 ▲New Holding1,6650.1%Retail/WholesalePLUGPlug Power$141,750$141,750 ▲New Holding105,0000.1%IndustrialsNEW GOLD INC CDA$125,3980.0%33,8000.1%COMALXOALX Oncology$13,395$3,754 ▲38.9%21,5000.0%MedicalGDEVWGDEV$3710.0%17,1000.0%Communication ServicesGRINDR INC$0$924,973 ▼-100.0%00.0%*W EXP 11/18/203DVYAiShares Asia/Pacific Dividend ETF$0$315,984 ▼-100.0%00.0%ETFIDViShares International Select Dividend ETF$0$287,627 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$200,008 ▼-100.0%00.0%MedicalMTTRMatterport$0$142,200 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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