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CIK: 0001803295
Total reported value
$164.7M
$164.7M
50 檔
32.5%
In Q2 2024, HC Advisors, LLC's U.S. equity holdings reached a combined market value of $164.7M, distributed across 50 disclosed stock positions.
During Q2 2024, HC Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHR, FDL, IYW) accounted for 32.5% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | ETF-Other | 14.30% | -1.54% | -31.69% | |
| 2 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 11.97% | -1.04% | +0.18% | |
| 3 | IYW | Ishares Ustechnology ETF | ETF-Tech | 10.40% | +2.52% | -1.88% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 7.36% | +0.31% | -2.32% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.30% | +0.09% | -3.34% | |
| 6 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 5.25% | +0.13% | +7.86% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.17% | +0.55% | -3.64% | |
| 8 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 3.47% | -0.15% | +8.94% | |
| 9 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.47% | -0.24% | +0.73% | |
| 10 | IYF | Ishares US Financials ETF | ETF-Other | 3.46% | -0.01% | +6.39% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.26% | -0.02% | -2.55% | |
| 12 | IXP | Ishares Global Comm Services | ETF-Other | 2.51% | -0.22% | -3.10% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.44% | +0.37% | -4.07% | |
| 14 | VDE | Vanguard Energy ETF | ETF-Other | 2.42% | — | +0.64% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.03% | +0.19% | -3.05% | |
| 16 | GRND | Grindr Inc | Stock-Other | 2.00% | +0.21% | -3.00% | |
| 17 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.28% | -0.29% | +0.60% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.03% | +915.43% | |
| 19 | PSLV | Sprott Physical Silver Trust | Stock-Other | 1.16% | -0.56% | -0.51% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.15% | -0.07% | -70.31% | |
| 21 | SGDM | Sprott Gold Miners ETF | ETF-Commodities | 1.05% | -0.45% | +7.43% | |
| 22 | HQY | Healthequity Inc | Stock-Healthcare | 0.94% | -0.01% | -1.47% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.76% | +0.18% | -2.07% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | — | -15.55% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.12% | -37.03% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.46% | -0.04% | -14.92% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | — | -49.64% | |
| 28 | ✓ | Stock-Other | 0.42% | — | -3.44% | ||
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | -0.04% | -80.33% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.07% | +0.57% | |
| 31 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.33% | +0.03% | +11.18% | |
| 32 | AON | Aon plc | Stock-Financials | 0.32% | -0.02% | — | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.32% | +0.01% | -68.58% | |
| 34 | NGDN | New Gold Inc | Stock-Other | 0.32% | — | -19.52% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.31% | -0.02% | -84.91% | |
| 36 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.31% | — | -11.98% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | +0.01% | -77.77% | |
| 38 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.30% | — | -14.30% | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.30% | -0.02% | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.01% | -78.20% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.23% | -0.01% | -4.33% | |
| 42 | DVYA | Ishares Asia/pacific Dividen | ETF-Other | 0.22% | -0.02% | — | |
| 43 | IDV | Ishares International Select | ETF-Other | 0.22% | +0.04% | -5.37% | |
| 44 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.21% | — | -6.27% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.20% | +0.01% | — | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | +0.10% | -99.51% | |
| 47 | MTTR* | Matterport Inc | Stock-Other | 0.12% | — | — | |
| 48 | SPPP | Sprott Physical Platinum And | Stock-Other | 0.10% | -0.08% | — | |
| 49 | PLUG | Plug Power Inc | Stock-Industrials | 0.02% | +0.01% | -97.56% | |
| 50 | ✓ | Gdev Inc | Stock-Other | — | — | — |
According to official SEC Form 13F filings, HC Advisors, LLC reported a total U.S. public equity portfolio value of $164.7M across 50 disclosed positions in Q2 2024.
During Q2 2024, HC Advisors, LLC's top holdings by market value included SCHR (14.3%)、FDL (12.0%)、IYW (10.4%). The largest single position, SCHR, represented 14.3% of total portfolio value.
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In Q2 2024, HC Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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