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CIK: 0001803295
Total reported value
$164.7M
$164.7M
53 檔
37.1%
According to the latest 13F quarterly dataset, HC Advisors, LLC managed an equity portfolio of $164.7M at the end of Q3 2024, spanning 53 distinct U.S. exchange-listed positions.
During Q3 2024, HC Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | ETF-Other | 14.89% | -1.54% | +12.60% | |
| 2 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 12.77% | -1.04% | +8.23% | |
| 3 | IYW | Ishares Ustechnology ETF | ETF-Tech | 9.25% | +2.52% | -0.93% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 7.86% | +0.31% | +9.03% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.44% | +0.09% | +5.88% | |
| 6 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 5.30% | +0.13% | +2.35% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.49% | +0.55% | -5.75% | |
| 8 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.63% | -0.24% | +9.14% | |
| 9 | IYF | Ishares US Financials ETF | ETF-Other | 3.47% | -0.01% | +2.21% | |
| 10 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 3.46% | -0.15% | +5.37% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.43% | -0.02% | +13.22% | |
| 12 | IXP | Ishares Global Comm Services | ETF-Other | 2.44% | -0.22% | +2.79% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.33% | +0.37% | +0.34% | |
| 14 | VDE | Vanguard Energy ETF | ETF-Other | 2.24% | — | +8.36% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.98% | +0.19% | +0.41% | |
| 16 | GRND | Grindr Inc | Stock-Other | 1.74% | +0.21% | -0.34% | |
| 17 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.23% | -0.29% | -3.94% | |
| 18 | SGDM | Sprott Gold Miners ETF | ETF-Commodities | 1.16% | -0.45% | +6.11% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.10% | -0.07% | -2.29% | |
| 20 | PSLV | Sprott Physical Silver Trust | Stock-Other | 1.05% | -0.56% | -3.46% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.03% | -18.95% | |
| 22 | HQY | Healthequity Inc | Stock-Healthcare | 0.78% | -0.01% | -1.18% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.75% | +0.18% | +3.52% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.62% | -0.04% | +3.57% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | — | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | — | +0.23% | |
| 27 | NGDN | New Gold Inc | Stock-Other | 0.41% | — | -0.46% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.12% | +2.76% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.10% | +121.77% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | -0.04% | — | |
| 31 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.34% | — | -0.96% | |
| 32 | ✓ | Stock-Other | 0.34% | — | -2.39% | ||
| 33 | AON | Aon plc | Stock-Financials | 0.34% | -0.02% | — | |
| 34 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.34% | — | -1.20% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.07% | -0.93% | |
| 36 | SPPP | Sprott Physical Platinum And | Stock-Other | 0.32% | -0.08% | +254.32% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | +0.01% | +0.60% | |
| 38 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.31% | -0.02% | +8.46% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.29% | +0.01% | — | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.28% | -0.02% | — | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.26% | -0.02% | — | |
| 42 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.26% | +0.03% | -19.97% | |
| 43 | DVYA | Ishares Asia/pacific Dividen | ETF-Other | 0.23% | -0.02% | +7.43% | |
| 44 | IDV | Ishares International Select | ETF-Other | 0.21% | +0.04% | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.01% | +3.03% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.19% | -0.01% | — | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.19% | +0.01% | — | |
| 48 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.17% | — | +3.20% | |
| 49 | MTTR* | Matterport Inc | Stock-Other | 0.11% | — | — | |
| 50 | MITT | Tpg Mortgage Investment Trus | Stock-Other | 0.11% | — | — |
According to official SEC Form 13F filings, HC Advisors, LLC reported a total U.S. public equity portfolio value of $164.7M across 53 disclosed positions in Q3 2024.
During Q3 2024, HC Advisors, LLC's top holdings by market value included SCHR (14.9%)、FDL (12.8%)、IYW (9.3%). The largest single position, SCHR, represented 14.9% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including SCHR, FDL, IYW) accounted for 37.1% of total reported equity market value during Q3 2024.
In Q3 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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