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CIK: 0001803295
Total reported value
$164.7M
$164.7M
62 檔
39.2%
According to the latest 13F quarterly dataset, HC Advisors, LLC managed an equity portfolio of $164.7M at the end of Q1 2025, spanning 62 distinct U.S. exchange-listed positions.
In Q1 2025, HC Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | ETF-Other | 15.13% | -1.54% | +6.23% | |
| 2 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 12.32% | -1.04% | +2.58% | |
| 3 | IYW | Ishares Ustechnology ETF | ETF-Tech | 8.85% | +2.52% | +11.46% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 7.06% | +0.31% | +4.99% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.99% | +0.09% | -0.85% | |
| 6 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 4.64% | +0.13% | +2.58% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.76% | +0.55% | +0.37% | |
| 8 | GRND | Grindr Inc | Stock-Other | 3.60% | +0.21% | +46.01% | |
| 9 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.50% | -0.24% | +1.43% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.24% | -0.02% | +6.58% | |
| 11 | IYF | Ishares US Financials ETF | ETF-Other | 3.20% | -0.01% | -1.67% | |
| 12 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 3.11% | -0.15% | +6.32% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.43% | +0.10% | +595.06% | |
| 14 | VDE | Vanguard Energy ETF | ETF-Other | 2.31% | — | +1.26% | |
| 15 | IXP | Ishares Global Comm Services | ETF-Other | 2.11% | -0.22% | -7.74% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.01% | +0.37% | -0.38% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.79% | +0.19% | +1.60% | |
| 18 | SGDM | Sprott Gold Miners ETF | ETF-Commodities | 1.37% | -0.45% | +0.68% | |
| 19 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.28% | -0.29% | — | |
| 20 | PSLV | Sprott Physical Silver Trust | Stock-Other | 1.07% | -0.56% | +0.57% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.98% | -0.07% | -0.29% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.61% | +0.18% | -1.23% | |
| 23 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.59% | -0.04% | -1.22% | |
| 24 | HQY | Healthequity Inc | Stock-Healthcare | 0.59% | -0.01% | -1.66% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.56% | -0.07% | +0.44% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.03% | -19.66% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | — | -7.54% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | — | +3.08% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.12% | -1.16% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.07% | -5.48% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.38% | +0.01% | — | |
| 32 | AON | Aon plc | Stock-Financials | 0.36% | -0.02% | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | -0.04% | -2.66% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.31% | -0.02% | +8.14% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.30% | +0.01% | -4.21% | |
| 36 | SO | Southern Co/the | Stock-Utilities | 0.29% | -0.02% | +84.06% | |
| 37 | SPPP | Sprott Physical Platinum And | Stock-Other | 0.28% | -0.08% | +0.31% | |
| 38 | GE | General Electric | Stock-Industrials | 0.26% | +0.05% | — | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.25% | — | — | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.01% | -19.54% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.23% | -0.02% | — | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.22% | -0.01% | -17.51% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.01% | +6.91% | |
| 44 | ECL | Ecolab Inc | Stock-Materials | 0.20% | — | — | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.19% | -0.02% | -31.86% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.19% | — | +0.21% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | — | — | |
| 48 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.19% | +0.03% | +0.27% | |
| 49 | HDV | Ishares Core High Dividend E | ETF-Other | 0.18% | — | — | |
| 50 | AFL | Aflac Inc | Stock-Financials | 0.18% | — | — |
According to official SEC Form 13F filings, HC Advisors, LLC reported a total U.S. public equity portfolio value of $164.7M across 62 disclosed positions in Q1 2025.
During Q1 2025, HC Advisors, LLC's top holdings by market value included SCHR (15.1%)、FDL (12.3%)、IYW (8.8%). The largest single position, SCHR, represented 15.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHR, FDL, IYW) accounted for 39.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHR
市值: $20.2M
In Q1 2025, HC Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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