Hc Advisors, LLC Top Holdings and 13F Report (2025) About Hc Advisors, LLCInvestment ActivityHc Advisors, LLC has $141.58 million in total holdings as of June 30, 2025.Hc Advisors, LLC owns shares of 60 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.20% of the portfolio was purchased this quarter.About 3.72% of the portfolio was sold this quarter.This quarter, Hc Advisors, LLC has purchased 62 new stocks and bought additional shares in 15 stocks.Hc Advisors, LLC sold shares of 25 stocks and completely divested from 11 stocks this quarter.Largest Holdings Schwab Intermediate-Term U.S. Treasury ETF $20,364,633First Trust Morningstar Dividend Leaders Index Fund $15,918,513iShares U.S. Technology ETF $14,117,000Schwab Emerging Markets Equity ETF $10,151,182WisdomTree U.S. SmallCap Dividend Fund $6,298,135 Largest New Holdings this Quarter 00162Q452 - Alerian MLP ETF $1,733,504 Holding704551100 - Peabody Energy $717,044 Holding459200101 - International Business Machines $397,953 Holding464288448 - iShares International Select Dividend ETF $271,594 Holding464286293 - iShares Asia/Pacific Dividend ETF $268,087 Holding Largest Purchases this Quarter Alerian MLP ETF 35,479 shares (about $1.73M)SPROTT PHYSICAL SILVER TR 70,871 shares (about $867.46K)Peabody Energy 53,431 shares (about $717.04K)International Business Machines 1,350 shares (about $397.95K)iShares International Select Dividend ETF 7,870 shares (about $271.59K) Largest Sales this Quarter iShares U.S. Technology ETF 2,708 shares (about $469.22K)Grindr 17,527 shares (about $397.86K)Alibaba Group 3,464 shares (about $392.85K)Schwab Emerging Markets Equity ETF 5,019 shares (about $151.27K)Schwab U.S. Large-Cap Growth ETF 4,244 shares (about $123.97K) 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$20,364,633$28,509 ▲0.1%813,60914.4%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$15,918,513$60,083 ▲0.4%380,18911.2%ETFIYWiShares U.S. Technology ETF$14,117,000$469,215 ▼-3.2%81,47410.0%ManufacturingSCHESchwab Emerging Markets Equity ETF$10,151,182$151,273 ▼-1.5%336,8017.2%ETFDESWisdomTree U.S. SmallCap Dividend Fund$6,298,135$142,126 ▲2.3%198,3044.4%FinanceSCHDSchwab US Dividend Equity ETF$6,204,180$104,463 ▼-1.7%234,1204.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$5,725,949$123,967 ▼-2.1%196,0274.0%ETFGRNDGrindr$5,689,914$397,863 ▼-6.5%250,6574.0%Computer and TechnologyVDCVanguard Consumer Staples ETF$4,652,874$26,937 ▼-0.6%21,2463.3%ETFIYFiShares U.S. Financials ETF$4,531,922$55,776 ▼-1.2%37,4573.2%ETFSCHZSchwab U.S. Aggregate Bond ETF$4,386,132$42,064 ▲1.0%188,7323.1%ETFIYHiShares U.S. Healthcare ETF$3,968,157$114,486 ▲3.0%70,2572.8%ETFVTIVanguard Total Stock Market ETF$3,681,808$88,444 ▲2.5%12,1142.6%ETFIXPiShares Global Comm Services ETF$3,143,724$121,306 ▼-3.7%27,9892.2%ETFVDEVanguard Energy ETF$2,964,539$131,151 ▲4.6%24,8872.1%ETFSCHMSchwab U.S. Mid-Cap ETF$2,856,724$21,767 ▼-0.8%101,8442.0%ETFSCHASchwab US Small-Cap ETF$2,584,344$1,670 ▼-0.1%102,1481.8%ETFSPROTT PHYSICAL SILVER TR$2,368,097$867,461 ▲57.8%193,4721.7%TR UNITSGDMSprott Gold Miners ETF$2,140,127$37,730 ▼-1.7%47,3061.5%ETFSPROTT PHYSICAL GOLD TRUST$1,805,0720.0%71,2061.3%UNITAMLPAlerian MLP ETF$1,733,504$1,733,504 ▲New Holding35,4791.2%ETFAAPLApple$1,195,116$16,003 ▼-1.3%5,8250.8%Computer and TechnologyNVDANVIDIA$1,117,607$39,661 ▲3.7%7,0730.8%Computer and TechnologyHQYHealthEquity$930,2690.0%8,8800.7%MedicalSCHFSchwab International Equity ETF$913,238$7,116 ▲0.8%41,3230.6%ETFJPMJPMorgan Chase & Co.$771,509$60,016 ▼-7.2%2,6610.5%FinanceBTUPeabody Energy$717,044$717,044 ▲New Holding53,4310.5%EnergyRTXRTX$716,666$109,515 ▼-13.3%4,9080.5%AerospaceHDHome Depot$558,026$67,828 ▼-10.8%1,5220.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$497,3690.0%8050.4%FinanceCVXChevron$493,421$41,536 ▼-7.8%3,4450.3%EnergySPROTT PHYSICAL PLAT PALLAD$453,916$16,023 ▲3.7%38,6970.3%UNITKOCocaCola$428,593$75,784 ▼-15.0%6,0570.3%Consumer StaplesAON PLC$427,7550.0%1,1990.3%SHS CL ASCHOSchwab Short-Term U.S. Treasury ETF$427,040$15,725 ▲3.8%17,5160.3%ETFGEGE Aerospace$418,276$25,740 ▼-5.8%1,6250.3%AerospaceIBMInternational Business Machines$397,953$397,953 ▲New Holding1,3500.3%Computer and TechnologyXOMExxon Mobil$396,959$71,802 ▼-15.3%3,6820.3%EnergyDALDelta Air Lines$392,111$113,423 ▲40.7%7,9720.3%TransportationBACBank of America$377,235$80,775 ▼-17.6%7,9720.3%FinanceSOSouthern$366,218$27,090 ▼-6.9%3,9880.3%UtilitiesAMZNAmazon.com$330,415$11,189 ▲3.5%1,5060.2%Retail/WholesaleMSFTMicrosoft$321,755$113,063 ▼-26.0%6460.2%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$317,4180.0%3,8280.2%ETFAXPAmerican Express$299,1560.0%9370.2%FinanceBABAAlibaba Group$288,175$392,852 ▼-57.7%2,5410.2%Retail/WholesaleIDViShares International Select Dividend ETF$271,594$271,594 ▲New Holding7,8700.2%ETFDVYAiShares Asia/Pacific Dividend ETF$268,087$268,087 ▲New Holding6,9680.2%ETFWFCWells Fargo & Company$263,170$57,298 ▼-17.9%3,2840.2%FinanceWMWaste Management$254,4480.0%1,1120.2%Business ServicesUPROProShares UltraPro S&P 500$245,151$245,151 ▲New Holding2,6810.2%ETFSCHBSchwab US Broad Market ETF$242,7800.0%10,1880.2%ETFCEGConstellation Energy$232,912$232,912 ▲New Holding7210.2%EnergyMMM3M$225,236$305 ▲0.1%1,4790.2%Multi-Sector ConglomeratesCRSPCRISPR Therapeutics$205,164$205,164 ▲New Holding4,2180.1%MedicalFNDXSchwab Fundamental U.S. Large Company ETF$203,780$203,780 ▲New Holding8,3040.1%ETFNEW GOLD INC CDA$167,3100.0%33,8000.1%COMPLUGPlug Power$156,4500.0%105,0000.1%IndustrialsALXOALX Oncology$8,510$415 ▼-4.7%20,5000.0%MedicalGDEVWGDEV$2240.0%17,1000.0%Communication ServicesVYMVanguard High Dividend Yield ETF$0$333,620 ▼-100.0%00.0%ETFECLEcolab$0$265,942 ▼-100.0%00.0%Basic MaterialsBRK.BBerkshire Hathaway$0$251,389 ▼-100.0%00.0%FinanceHDViShares Core High Dividend ETF$0$242,240 ▼-100.0%00.0%ETFAFLAflac$0$240,726 ▼-100.0%00.0%FinanceBDXBecton, Dickinson and Company$0$229,060 ▼-100.0%00.0%MedicalCARRCarrier Global$0$222,027 ▼-100.0%00.0%ConstructionJNJJohnson & Johnson$0$221,402 ▼-100.0%00.0%MedicalDVYiShares Select Dividend ETF$0$207,911 ▼-100.0%00.0%ETFQCOMQUALCOMM$0$203,533 ▼-100.0%00.0%Computer and TechnologyGPCGenuine Parts$0$198,368 ▼-100.0%00.0%Retail/WholesaleShowing 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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