Hrc Wealth Management, LLC Top Holdings and 13F Report (2025) About Hrc Wealth Management, LLCInvestment ActivityHrc Wealth Management, LLC has $161.15 million in total holdings as of March 31, 2025.Hrc Wealth Management, LLC owns shares of 52 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 2.71% of the portfolio was purchased this quarter.About 1.39% of the portfolio was sold this quarter.This quarter, Hrc Wealth Management, LLC has purchased 50 new stocks and bought additional shares in 30 stocks.Hrc Wealth Management, LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $53,804,694Schwab U.S. Large-Cap Value ETF $31,891,804Schwab US Large-Cap ETF $25,683,139Schwab US Dividend Equity ETF $6,894,242Vanguard Mid-Cap Growth ETF $6,206,946 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $1,596,883 Holding922908769 - Vanguard Total Stock Market ETF $526,468 Holding166764100 - Chevron $216,173 Holding478160104 - Johnson & Johnson $211,101 Holding293792107 - Enterprise Products Partners $207,170 Holding Largest Purchases this Quarter Berkshire Hathaway 2 shares (about $1.60M)Vanguard Total Stock Market ETF 1,916 shares (about $526.47K)Vanguard Mid-Cap Growth ETF 1,331 shares (about $325.61K)Schwab U.S. Large-Cap Value ETF 12,222 shares (about $324.86K)Vanguard Total International Stock ETF 4,371 shares (about $271.43K) Largest Sales this Quarter Schwab US Dividend Equity ETF 11,406 shares (about $318.91K)Vanguard Total World Stock ETF 2,258 shares (about $261.82K)Schwab U.S. Large-Cap Growth ETF 9,619 shares (about $240.86K)iShares Core S&P Small-Cap ETF 1,751 shares (about $183.11K)iShares Morningstar Mid-Cap Growth ETF 1,994 shares (about $142.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHrc Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$53,804,694$240,860 ▼-0.4%2,148,75033.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$31,891,804$324,861 ▲1.0%1,199,84219.8%ETFSCHXSchwab US Large-Cap ETF$25,683,139$57,739 ▲0.2%1,163,18615.9%ETFSCHDSchwab US Dividend Equity ETF$6,894,242$318,912 ▼-4.4%246,5754.3%ETFVOTVanguard Mid-Cap Growth ETF$6,206,946$325,613 ▲5.5%25,3723.9%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$5,857,879$37,184 ▲0.6%70,5773.6%ETFAAPLApple$5,198,744$2,666 ▼-0.1%23,4043.2%Computer and TechnologyVTVanguard Total World Stock ETF$1,812,765$261,815 ▼-12.6%15,6341.1%ETFBRK.ABerkshire Hathaway$1,596,883$1,596,883 ▲New Holding21.0%FinanceQQQInvesco QQQ$1,268,755$35,165 ▲2.9%2,7060.8%FinanceNVDANVIDIA$1,244,219$15,824 ▲1.3%11,4800.8%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$965,852$2,275 ▼-0.2%9,7640.6%FinanceBABoeing$956,615$4,264 ▲0.4%5,6090.6%AerospaceVXUSVanguard Total International Stock ETF$888,566$271,432 ▲44.0%14,3090.6%ETFIJRiShares Core S&P Small-Cap ETF$879,154$183,109 ▼-17.2%8,4070.5%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$836,132$142,427 ▼-14.6%11,7060.5%ETFMSFTMicrosoft$763,621$31,536 ▲4.3%2,0340.5%Computer and TechnologyFNDXSchwab Fundamental U.S. Large Company Index ETF$744,979$12,938 ▲1.8%31,5540.5%ETFCOSTCostco Wholesale$719,345$2,836 ▲0.4%7610.4%Retail/WholesaleVGTVanguard Information Technology ETF$664,599$543 ▲0.1%1,2250.4%ETFIVViShares Core S&P 500 ETF$648,668$133,219 ▲25.8%1,1540.4%ETFMGCVanguard Mega Cap ETF$645,348$141,755 ▲28.1%3,2050.4%ETFEFGiShares MSCI EAFE Growth ETF$603,111$96,102 ▼-13.7%6,0310.4%ETFXLKTechnology Select Sector SPDR Fund$596,993$15,694 ▲2.7%2,8910.4%ETFAMZNAmazon.com$595,133$16,933 ▲2.9%3,1280.4%Retail/WholesaleTSLATesla$541,644$4,147 ▲0.8%2,0900.3%Auto/Tires/TrucksFHLCFidelity MSCI Health Care Index ETF$527,448$72,695 ▼-12.1%7,7200.3%ETFVTIVanguard Total Stock Market ETF$526,468$526,468 ▲New Holding1,9160.3%ETFIWFiShares Russell 1000 Growth ETF$520,004$55,973 ▲12.1%1,4400.3%ETFGOOGAlphabet$492,425$8,280 ▲1.7%3,1520.3%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$478,008$61,386 ▲14.7%2,2660.3%ETFITAiShares U.S. Aerospace & Defense ETF$460,637$306 ▲0.1%3,0090.3%ETFXMHQInvesco S&P MidCap Quality ETF$397,552$4,302 ▲1.1%4,3430.2%ETFBRK.BBerkshire Hathaway$388,2510.0%7290.2%FinanceSBUXStarbucks$374,069$588 ▲0.2%3,8140.2%Retail/WholesaleUSBU.S. Bancorp$367,565$2,449 ▲0.7%8,7060.2%FinanceIEFAiShares Core MSCI EAFE ETF$355,1040.0%4,6940.2%ETFXMMOInvesco S&P MidCap Momentum ETF$348,440$18,315 ▲5.5%3,0630.2%ETFAMERICAN HEALTHCARE REIT INC$337,6030.0%11,1420.2%COM SHSXOMExxon Mobil$314,159$357 ▲0.1%2,6420.2%EnergyGRAYSCALE BITCOIN TRUST ETF$304,279$847 ▼-0.3%4,6690.2%SHS REP COM UTWFCWells Fargo & Company$272,777$790 ▲0.3%3,8000.2%FinanceVYMVanguard High Dividend Yield ETF$263,152$10,315 ▲4.1%2,0410.2%ETFLLYEli Lilly and Company$247,7730.0%3000.2%MedicalJPMJPMorgan Chase & Co.$241,962$6,871 ▲2.9%9860.2%FinanceMETAMeta Platforms$231,0940.0%4010.1%Computer and TechnologyVZVerizon Communications$225,379$2,540 ▼-1.1%4,9690.1%Computer and TechnologyAVGOBroadcom$220,813$7,366 ▲3.5%1,3190.1%Computer and TechnologyCVXChevron$216,173$216,173 ▲New Holding1,2920.1%EnergyJNJJohnson & Johnson$211,101$211,101 ▲New Holding1,2730.1%MedicalEPDEnterprise Products Partners$207,170$207,170 ▲New Holding6,0680.1%EnergyBRSPBrightSpire Capital$114,3410.0%20,5650.1%FinanceSPYSPDR S&P 500 ETF Trust$0$346,532 ▼-100.0%00.0%FinanceDSTLDistillate U.S. Fundamental Stability & Value ETF$0$335,692 ▼-100.0%00.0%ETFGOOGLAlphabet$0$230,918 ▼-100.0%00.0%Computer and TechnologyShowing 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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