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CIK: 0001803295
Total reported value
$164.7M
$164.7M
61 檔
41.5%
As reported in its official Q3 2025 Form 13F filing, HC Advisors, LLC's tracked investment portfolio stood at $164.7M with 61 total positions.
HC Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 11 new positions while fully exiting 12 holdings and trimming 16 positions.
In terms of portfolio concentration, the top 5 core holdings (including SCHR, IYW, FDL) accounted for 41.5% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | ETF-Other | 14.67% | -1.54% | +2.10% | |
| 2 | IYW | Ishares Ustechnology ETF | ETF-Tech | 11.35% | +2.52% | +1.25% | |
| 3 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 9.10% | -1.04% | -21.54% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 7.74% | +0.31% | -2.05% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.15% | +0.55% | +17.23% | |
| 6 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 4.81% | +0.13% | +2.54% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.42% | +0.09% | -23.78% | |
| 8 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.22% | -0.24% | +1.01% | |
| 9 | IYF | Ishares US Financials ETF | ETF-Other | 3.21% | -0.01% | -3.80% | |
| 10 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 3.07% | -0.15% | +5.99% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.06% | -0.02% | -1.76% | |
| 12 | GRND | Grindr Inc | Stock-Other | 2.75% | +0.21% | +4.05% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.63% | +0.10% | -5.77% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.26% | +0.37% | +6.43% | |
| 15 | IXP | Ishares Global Comm Services | ETF-Other | 2.25% | -0.22% | -7.29% | |
| 16 | PSLV | Sprott Physical Silver Trust | Stock-Other | 2.13% | -0.56% | +0.03% | |
| 17 | SGDM | Sprott Gold Miners ETF | ETF-Commodities | 2.10% | -0.45% | +1.71% | |
| 18 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.48% | -0.29% | -0.46% | |
| 19 | AMLP | Alerian Mlp ETF | ETF-Other | 1.42% | -0.08% | +21.78% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.32% | +0.18% | +95.77% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.04% | -0.07% | -0.17% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.04% | +0.19% | -48.30% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | +0.03% | +1.34% | |
| 24 | HQY | Healthequity Inc | Stock-Healthcare | 0.59% | -0.01% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | — | +0.23% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.58% | -0.07% | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | — | -6.57% | |
| 28 | SPPP | Sprott Physical Platinum And | Stock-Other | 0.38% | -0.08% | +2.46% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.12% | +0.03% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | -0.04% | -0.62% | |
| 31 | GE | General Electric | Stock-Industrials | 0.34% | +0.05% | — | |
| 32 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.34% | -0.02% | +12.79% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.32% | -0.04% | — | |
| 34 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.32% | +0.03% | +0.19% | |
| 35 | AON | Aon plc | Stock-Financials | 0.30% | -0.02% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.07% | +0.35% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.29% | +0.01% | — | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.28% | +0.01% | +0.43% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | +0.01% | +2.96% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.27% | -0.02% | — | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.01% | — | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.23% | -0.02% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.01% | -2.66% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.22% | — | +0.21% | |
| 45 | DVYA | Ishares Asia/pacific Dividen | ETF-Other | 0.21% | -0.02% | — | |
| 46 | IDV | Ishares International Select | ETF-Other | 0.20% | +0.04% | — | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.19% | -0.01% | +0.03% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.18% | +0.01% | — | |
| 49 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.18% | — | -7.23% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.17% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IYW | Ishares Ustechnology ETF | +2.5% | +1.25% | Trim |
| 2 | SCHG | Schwab US Large-cap Growth | +1.4% | +17.23% | Add |
| 3 | PSLV | Sprott Physical Silver Trust | +1.1% | +0.03% | Add |
| 4 | SGDM | Sprott Gold Miners ETF | +0.7% | +1.71% | Trim |
| 5 | SCHF | Schwab Intl Equity ETF | +0.7% | +95.77% | Add |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.7% | -2.05% | Trim |
| 7 | NVDA | Nvidia CORP | +0.4% | +1.34% | Add |
| 8 | SCHM | Schwab US Mid Cap ETF | +0.3% | +6.43% | Add |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -5.77% | Trim |
| 10 | PHYS | Sprott Physical Gold Trust | +0.2% | -0.46% | Trim |
| 11 | DES | Wisdomtree US Smallcap Divid | +0.2% | +2.54% | Add |
| 12 | IXP | Ishares Global Comm Services | +0.1% | -7.29% | Trim |
| 13 | DAL | Delta Air Lines Inc | +0.1% | +0.19% | Add |
| 14 | SPPP | Sprott Physical Platinum And | +0.1% | +2.46% | Add |
| 15 | GE | General Electric | +0.1% | — | Trim |
| 16 | NGDN | New Gold Inc | +0.1% | — | Unchanged |
| 17 | AAPL | Apple Inc | +0.1% | -0.17% | Trim |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +0.23% | Trim |
| 19 | IYF | Ishares US Financials ETF | 0% | -3.80% | Trim |
| 20 | IYH | Ishares U.s. Healthcare ETF | 0% | +5.99% | Add |
| 21 | KO | Coca-cola Co/the | -0.1% | +0.43% | Trim |
| 22 | BABA | Alibaba Group Holding-sp Adr | -0.3% | — | Trim |
| 23 | SCHR | Schwab Intermediate-term US | -0.5% | +2.10% | Add |
| 24 | SCHA | Schwab US Small-cap ETF | -0.8% | -48.30% | Trim |
| 25 | GRND | Grindr Inc | -0.9% | +4.05% | Trim |
| 26 | SCHD | Schwab US Dvd Equity ETF | -1.6% | -23.78% | Trim |
| 27 | FDL | First Trust Morn Dvd Lead In | -3.2% | -21.54% | Trim |
| 28 | VDE | Vanguard Energy ETF | — | EXIT | Sold out |
| 29 | AMLP | Alerian Mlp ETF | — | NEW | New buy |
| 30 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 31 | VYM | Vanguard High Dvd Yield ETF | — | EXIT | Sold out |
| 32 | DVYA | Ishares Asia/pacific Dividen | — | NEW | New buy |
| 33 | IDV | Ishares International Select | — | NEW | New buy |
| 34 | ECL | Ecolab Inc | — | EXIT | Sold out |
| 35 | CRSP | CRISPR Therapeutics AG | — | NEW | New buy |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 37 | BTU | Peabody Energy CORP | — | NEW | New buy |
| 38 | HDV | Ishares Core High Dividend E | — | EXIT | Sold out |
| 39 | AFL | Aflac Inc | — | EXIT | Sold out |
| 40 | CEG | Constellation Energy | — | NEW | New buy |
| 41 | GEV | GE Vernova Inc | — | NEW | New buy |
| 42 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
| 43 | CARR | Carrier Global CORP | — | EXIT | Sold out |
| 44 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 45 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | New buy |
| 46 | ITA | Ishares U.s. Aerospace & Def | — | NEW | New buy |
| 47 | DVY | Ishares Select Dividend ETF | — | EXIT | Sold out |
| 48 | QCOM | Qualcomm Inc | — | EXIT | Sold out |
| 49 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 50 | GPC | Genuine Parts Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, HC Advisors, LLC reported a total U.S. public equity portfolio value of $164.7M across 61 disclosed positions in Q3 2025.
During Q3 2025, HC Advisors, LLC's top holdings by market value included SCHR (14.7%)、IYW (11.3%)、FDL (9.1%). The largest single position, SCHR, represented 14.7% 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.
Top New Position Initiated
AMLP
市值: $2.0M
Top Position Liquidated / Trimmed
VDE
前期市值: $3.1M
In Q3 2025, HC Advisors, LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 10 positions, trimming 16 holdings, and fully liquidating 12 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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