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CIK: 0002009521
Total reported value
$244.4M
$244.4M
52 檔
50.9%
The Q1 2025 SEC filing reveals that Hrc Wealth Management, LLC held a total portfolio value of $244.4M, covering 52 public equity positions.
In Q1 2025, Hrc Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 27 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 | 33.39% | +0.03% | -0.45% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 19.79% | -0.31% | +1.03% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 15.94% | -0.25% | +0.23% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.28% | -0.39% | -4.42% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.85% | +0.25% | +5.54% | |
| 6 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 3.63% | +0.37% | +0.64% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.23% | -0.03% | -0.05% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.12% | -0.04% | -12.62% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.99% | -0.07% | — | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | +0.21% | +2.85% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | — | +1.29% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.60% | -0.10% | -0.23% | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 0.59% | -0.04% | +0.45% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.55% | — | +43.98% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | +0.04% | -17.24% | |
| 16 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.52% | -0.01% | -14.55% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.05% | +4.31% | |
| 18 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.46% | -0.01% | +1.77% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.07% | +0.40% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.41% | +0.17% | +0.08% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | — | +25.85% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.40% | — | +28.15% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.37% | -0.02% | -13.74% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | +0.16% | +2.70% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | -0.01% | +2.93% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | -0.02% | +0.77% | |
| 27 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.33% | -0.02% | -12.11% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | -0.02% | — | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | — | +12.06% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | +0.03% | +1.71% | |
| 31 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.30% | +0.01% | +14.73% | |
| 32 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.29% | -0.01% | +0.07% | |
| 33 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.25% | -0.01% | +1.09% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.05% | — | |
| 35 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.23% | — | +0.16% | |
| 36 | USB | US Bancorp | Stock-Financials | 0.23% | — | +0.67% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.22% | -0.03% | — | |
| 38 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.22% | +0.04% | +5.55% | |
| 39 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.21% | -0.02% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.08% | +0.11% | |
| 41 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.19% | -0.03% | -0.28% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.17% | -0.01% | +0.29% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.16% | +0.01% | +4.08% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | -0.01% | +2.92% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | -0.01% | — | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.14% | -0.03% | -1.11% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | +0.01% | +3.45% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.13% | -0.05% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHV | Schwab US Large-cap Value | +1.4% | +1.03% | Add |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +1% | NEW | New buy |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | NEW | New buy |
| 4 | VOT | Vanguard Mid-cap Growth ETF | +0.2% | +5.54% | Add |
| 5 | VXUS | Vanguard Total Intl Stock | +0.2% | +43.98% | Add |
| 6 | CVX | Chevron CORP | +0.1% | NEW | New buy |
| 7 | JNJ | Johnson & Johnson | +0.1% | NEW | New buy |
| 8 | EPD | Enterprise Products Partners | +0.1% | NEW | New buy |
| 9 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -4.42% | Trim |
| 10 | MGC | Vanguard Mega Cap ETF | +0.1% | +28.15% | Add |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.1% | +25.85% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 13 | COST | Costco Wholesale CORP | 0% | +0.40% | Add |
| 14 | AGG | Ishares Core U.s. Aggregate | 0% | -0.23% | Trim |
| 15 | ITA | Ishares U.s. Aerospace & Def | 0% | +0.07% | Add |
| 16 | XOM | Exxon Mobil CORP | 0% | +0.11% | Add |
| 17 | SBUX | Starbucks CORP | 0% | +0.16% | Add |
| 18 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 19 | VZ | Verizon Communications Inc | 0% | -1.11% | Trim |
| 20 | AHR | American Healthcare Reit Inc | 0% | — | Unchanged |
| 21 | IWY | Ishares Russell Top 200 Grow | 0% | +14.73% | Add |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +1.77% | Add |
| 23 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 24 | VYM | Vanguard High Dvd Yield ETF | 0% | +4.08% | Add |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +2.92% | Add |
| 26 | BA | Boeing Co/the | — | +0.45% | Add |
| 27 | XMHQ | Invesco S&p Midcap Qual ETF | — | +1.09% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.85% | Add |
| 29 | FHLC | Fidelity Msci Health Care | 0% | -12.11% | Trim |
| 30 | MSFT | Microsoft CORP | 0% | +4.31% | Add |
| 31 | XLK | Ss Technology Select Sector | 0% | +2.70% | Add |
| 32 | USB | US Bancorp | 0% | +0.67% | Add |
| 33 | GBTC | Grayscale Bitcoin Trust ETF | 0% | -0.28% | Trim |
| 34 | SCHX | Schwab US Large-cap ETF | 0% | +0.23% | Add |
| 35 | EFG | Ishares Msci Eafe Growth ETF | 0% | -13.74% | Trim |
| 36 | AMZN | Amazon.com Inc | 0% | +2.93% | Add |
| 37 | GOOG | Alphabet Inc-cl C | 0% | +1.71% | Add |
| 38 | VGT | Vanguard Info Tech ETF | 0% | +0.08% | Add |
| 39 | AVGO | Broadcom Inc | 0% | +3.45% | Add |
| 40 | IMCG | Ishares Morningstar Mid-cap | -0.1% | -14.55% | Trim |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.1% | +0.64% | Add |
| 42 | VT | Vanguard Tot World Stk ETF | -0.1% | -12.62% | Trim |
| 43 | NVDA | Nvidia CORP | -0.1% | +1.29% | Add |
| 44 | IJR | Ishares Core S&p Small-cap E | -0.1% | -17.24% | Trim |
| 45 | GOOGL | Alphabet Inc-cl A | -0.1% | EXIT | Sold out |
| 46 | TSLA | Tesla Inc | -0.2% | +0.77% | Add |
| 47 | DSTL | Distillate US Fundamental St | -0.2% | EXIT | Sold out |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | EXIT | Sold out |
| 49 | AAPL | Apple Inc | -0.3% | -0.05% | Trim |
| 50 | SCHG | Schwab US Large-cap Growth | -2.3% | -0.45% | Trim |
According to official SEC Form 13F filings, Hrc Wealth Management, LLC reported a total U.S. public equity portfolio value of $244.4M across 52 disclosed positions in Q1 2025.
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 50.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $1.6M
Top Position Liquidated / Trimmed
SPY
前期市值: $346.5K
During Q1 2025, Hrc Wealth Management, LLC's top holdings by market value included SCHG (33.4%)、SCHV (19.8%)、SCHX (15.9%). The largest single position, SCHG, represented 33.4% of total portfolio value.
In Q1 2025, Hrc Wealth Management, LLC made 46 total portfolio adjustments, initiating 5 new buys, adding to 27 positions, trimming 11 holdings, and fully liquidating 3 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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