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CIK: 0001803295
Total reported value
$164.7M
$164.7M
59 檔
36.9%
During the Q4 2024 filing period, HC Advisors, LLC (CIK: 0001803295) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $164.7M across 59 reported positions.
During Q4 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 36.9% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | ETF-Other | 14.91% | -1.54% | +113.68% | |
| 2 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 11.93% | -1.04% | -0.28% | |
| 3 | IYW | Ishares Ustechnology ETF | ETF-Tech | 9.67% | +2.52% | +1.79% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 6.96% | +0.31% | -0.57% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.26% | +0.09% | +207.03% | |
| 6 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 5.21% | +0.13% | +1.07% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.46% | +0.55% | +280.95% | |
| 8 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.57% | -0.24% | +4.28% | |
| 9 | IYF | Ishares US Financials ETF | ETF-Other | 3.42% | -0.01% | -4.94% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.20% | -0.02% | +99.98% | |
| 11 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 3.00% | -0.15% | -0.82% | |
| 12 | GRND | Grindr Inc | Stock-Other | 2.63% | +0.21% | +3.82% | |
| 13 | IXP | Ishares Global Comm Services | ETF-Other | 2.44% | -0.22% | +0.16% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.29% | +0.37% | +202.17% | |
| 15 | VDE | Vanguard Energy ETF | ETF-Other | 2.29% | — | +5.54% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.09% | +0.19% | +115.57% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.19% | -0.07% | +2.72% | |
| 18 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.15% | -0.29% | -3.33% | |
| 19 | SGDM | Sprott Gold Miners ETF | ETF-Commodities | 1.07% | -0.45% | +5.31% | |
| 20 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.94% | -0.56% | -0.19% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.03% | -4.12% | |
| 22 | ✓ | Stock-Other | 0.74% | — | — | ||
| 23 | HQY | Healthequity Inc | Stock-Healthcare | 0.70% | -0.01% | -22.38% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.62% | +0.18% | +86.47% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | — | +20.23% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.52% | -0.07% | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | — | +19.39% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.12% | +11.38% | |
| 29 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.41% | -0.04% | -14.51% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.07% | +31.28% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.10% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | -0.04% | +2.61% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.01% | — | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | +0.01% | +15.28% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | +0.01% | +33.86% | |
| 36 | AON | Aon plc | Stock-Financials | 0.35% | -0.02% | — | |
| 37 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.30% | -0.02% | +102.79% | |
| 38 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.27% | +0.03% | -7.69% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.27% | -0.01% | +15.62% | |
| 40 | SPPP | Sprott Physical Platinum And | Stock-Other | 0.27% | -0.08% | -6.92% | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.26% | -0.02% | +8.80% | |
| 42 | DVYA | Ishares Asia/pacific Dividen | ETF-Other | 0.25% | -0.02% | +20.89% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.01% | — | |
| 44 | IDV | Ishares International Select | ETF-Other | 0.23% | +0.04% | +22.79% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.22% | — | — | |
| 46 | CARR | Carrier Global CORP | Stock-Industrials | 0.19% | — | — | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.19% | +0.01% | +200.00% | |
| 48 | HDV | Ishares Core High Dividend E | ETF-Other | 0.18% | — | — | |
| 49 | AFL | Aflac Inc | Stock-Financials | 0.18% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | — |
According to official SEC Form 13F filings, HC Advisors, LLC reported a total U.S. public equity portfolio value of $164.7M across 59 disclosed positions in Q4 2024.
During Q4 2024, HC Advisors, LLC's top holdings by market value included SCHR (14.9%)、FDL (11.9%)、IYW (9.7%). The largest single position, SCHR, represented 14.9% of total portfolio value.
In Q4 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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