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CIK: 0002009521
Total reported value
$244.4M
$244.4M
50 檔
53.8%
In Q4 2024, Hrc Wealth Management, LLC's U.S. equity holdings reached a combined market value of $244.4M, distributed across 50 disclosed stock positions.
In Q4 2024, Hrc Wealth Management, LLC displayed an active expansion posture, initiating 9 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 35.71% | +0.03% | +309.36% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 18.38% | -0.31% | +204.62% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 15.97% | -0.25% | +199.44% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.18% | -0.39% | +203.25% | |
| 5 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 3.76% | +0.37% | +11.46% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.62% | +0.25% | +16.69% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.48% | -0.03% | +11.78% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.25% | -0.04% | +4.37% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | — | +30.64% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.21% | +4.12% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.69% | +0.04% | +3.85% | |
| 12 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.61% | -0.01% | +5.35% | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 0.59% | -0.04% | +1.82% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | -0.10% | +0.65% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.02% | +93.65% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.05% | +79.72% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.45% | +0.17% | +7.46% | |
| 18 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.44% | -0.01% | +230.06% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.07% | +79.20% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.40% | -0.02% | +8.20% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | -0.01% | — | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | +0.16% | +10.78% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.03% | — | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.35% | — | +4.40% | |
| 25 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.34% | -0.02% | +4.86% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | — | +60.31% | |
| 27 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.32% | — | +62.61% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | — | +7.35% | |
| 29 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.28% | +0.01% | +8.76% | |
| 30 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.26% | -0.01% | — | |
| 31 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.25% | -0.01% | +11.38% | |
| 32 | USB | US Bancorp | Stock-Financials | 0.25% | — | +0.68% | |
| 33 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.21% | +0.04% | — | |
| 34 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.21% | — | +61.97% | |
| 35 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.21% | -0.03% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | — | -4.37% | |
| 37 | DSTL | Distillate US Fundamental St | ETF-Other | 0.20% | — | +8.77% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.05% | — | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.20% | -0.03% | +4.66% | |
| 40 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.19% | -0.02% | — | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | +0.01% | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.08% | +0.11% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.16% | -0.01% | +0.26% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.15% | +0.01% | +0.72% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | -0.01% | — | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.01% | +0.08% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | -0.01% | — | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.12% | -0.03% | — | |
| 50 | BRSP | Brightspire Capital Inc | Stock-Other | 0.07% | — | +85.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.4% | NEW | New buy |
| 2 | VOT | Vanguard Mid-cap Growth ETF | +0.4% | +16.69% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | NEW | New buy |
| 4 | AAPL | Apple Inc | +0.3% | +11.78% | Add |
| 5 | TSLA | Tesla Inc | +0.3% | +93.65% | Add |
| 6 | ITA | Ishares U.s. Aerospace & Def | +0.3% | NEW | New buy |
| 7 | SCHG | Schwab US Large-cap Growth | +0.2% | +309.36% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +30.64% | Add |
| 9 | XMMO | Invesco S&p Midcap Momentum | +0.2% | NEW | New buy |
| 10 | MSFT | Microsoft CORP | +0.2% | +79.72% | Add |
| 11 | AHR | American Healthcare Reit Inc | +0.2% | NEW | New buy |
| 12 | AVGO | Broadcom Inc | +0.2% | NEW | New buy |
| 13 | COST | Costco Wholesale CORP | +0.2% | +79.20% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 16 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 17 | MGC | Vanguard Mega Cap ETF | +0.1% | +62.61% | Add |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | +60.31% | Add |
| 19 | SBUX | Starbucks CORP | +0.1% | +61.97% | Add |
| 20 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | — | Unchanged |
| 21 | BA | Boeing Co/the | +0.1% | +1.82% | Add |
| 22 | BRSP | Brightspire Capital Inc | 0% | +85.89% | Add |
| 23 | VGT | Vanguard Info Tech ETF | 0% | +7.46% | Add |
| 24 | XLK | Ss Technology Select Sector | 0% | +10.78% | Add |
| 25 | IWF | Ishares Russell 1000 Growth | 0% | +7.35% | Add |
| 26 | IWY | Ishares Russell Top 200 Grow | 0% | +8.76% | Add |
| 27 | WFC | Wells Fargo & Co | 0% | +0.26% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | +0.08% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | — | +4.12% | Add |
| 30 | IMCG | Ishares Morningstar Mid-cap | — | +5.35% | Add |
| 31 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | +230.06% | Add |
| 32 | USB | US Bancorp | — | +0.68% | Add |
| 33 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | +11.38% | Add |
| 34 | DSTL | Distillate US Fundamental St | 0% | +8.77% | Add |
| 35 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +11.46% | Add |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -4.37% | Trim |
| 37 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 38 | XOM | Exxon Mobil CORP | 0% | +0.11% | Add |
| 39 | IEFA | Ishares Core Msci Eafe ETF | 0% | +4.66% | Add |
| 40 | FHLC | Fidelity Msci Health Care | -0.1% | +4.86% | Add |
| 41 | VXUS | Vanguard Total Intl Stock | -0.1% | +4.40% | Add |
| 42 | IJR | Ishares Core S&p Small-cap E | -0.1% | +3.85% | Add |
| 43 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | +8.20% | Add |
| 44 | VT | Vanguard Tot World Stk ETF | -0.1% | +4.37% | Add |
| 45 | AGG | Ishares Core U.s. Aggregate | -0.1% | +0.65% | Add |
| 46 | SPGP | Invesco S&p 500 Garp ETF | -0.2% | EXIT | Sold out |
| 47 | SYLD | Cambria Shareholder Yield Et | -0.3% | EXIT | Sold out |
| 48 | SCHD | Schwab US Dvd Equity ETF | -0.5% | +203.25% | Add |
| 49 | SCHX | Schwab US Large-cap ETF | -1% | +199.44% | Add |
| 50 | SCHV | Schwab US Large-cap Value | -1.9% | +204.62% | Add |
According to official SEC Form 13F filings, Hrc Wealth Management, LLC reported a total U.S. public equity portfolio value of $244.4M across 50 disclosed positions in Q4 2024.
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 SCHG, SCHV, SCHX) accounted for 53.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
AMZN
市值: $666.7K
Top Position Liquidated / Trimmed
SYLD
前期市值: $396.9K
During Q4 2024, Hrc Wealth Management, LLC's top holdings by market value included SCHG (35.7%)、SCHV (18.4%)、SCHX (16.0%). The largest single position, SCHG, represented 35.7% of total portfolio value.
In Q4 2024, Hrc Wealth Management, LLC made 48 total portfolio adjustments, initiating 9 new buys, adding to 36 positions, trimming 1 holdings, and fully liquidating 2 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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