Hrc Wealth Management, LLC Portfolio Holdings

Hrc Wealth Management, LLC

  • $168 Billion
  • Q4 2024

Hrc Wealth Management, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $168 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $60.2B, Schwab Strategic Tr Us Large C with a value of $31B, Schwab Strategic Tr Us Large C with a value of $26.9B, Schwab Strategic Tr Us Dividen with a value of $7.05B, and Spdr S&P 600 Small Cap Growth with a value of $6.34B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $155B to 168B.

Hrc Wealth Management, LLC is based out at Moscow, ID

Below you can find more details about Hrc Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $168 Billion
ETFs: $153 Billion
Technology: $8.5 Billion
Consumer Cyclical: $1.85 Billion
Communication Services: $1.26 Billion
Financial Services: $1.24 Billion
Industrials: $988 Million
Consumer Defensive: $695 Million
Energy: $284 Million
Other: $348 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$60.2 Billion 35.71% of portfolio
2,158,369
Q4 2024 Added 309.36%
$0
$31 Billion 18.38% of portfolio
1,187,620
Q4 2024 Added 204.62%
$0
$26.9 Billion 15.97% of portfolio
1,160,571
Q4 2024 Added 199.44%
$0
$7.05 Billion 4.18% of portfolio
257,981
Q4 2024 Added 203.25%
$0
$6.34 Billion 3.76% of portfolio
70,129
Q4 2024 Added 11.46%
$0
$6.1 Billion 3.62% of portfolio
24,041
Q4 2024 Added 16.69%
$3.93T
$5.86 Billion 3.48% of portfolio
23,416
Q4 2024 Added 11.78%
$0
$2.1 Billion 1.25% of portfolio
17,892
Q4 2024 Added 4.37%
$347B
$1.52 Billion 0.9% of portfolio
11,334
Q4 2024 Added 30.64%
$0
$1.34 Billion 0.8% of portfolio
2,631
Q4 2024 Added 4.12%
$0
$1.17 Billion 0.69% of portfolio
10,158
Q4 2024 Added 3.85%
$0
$1.03 Billion 0.61% of portfolio
13,700
Q4 2024 Added 5.35%
$110B
$988 Million 0.59% of portfolio
5,584
Q4 2024 Added 1.82%
$0
$948 Million 0.56% of portfolio
9,787
Q4 2024 Added 0.65%
$1.12T
$838 Million 0.5% of portfolio
2,074
Q4 2024 Added 93.65%
$3.05T
$822 Million 0.49% of portfolio
1,950
Q4 2024 Added 79.72%
$0
$734 Million 0.44% of portfolio
31,006
Q4 2024 Added 230.06%
$467B
$695 Million 0.41% of portfolio
758
Q4 2024 Added 79.2%
$2.31T
$667 Million 0.4% of portfolio
3,039
Q4 2024 New
$0
$677 Million 0.4% of portfolio
6,992
Q4 2024 Added 8.2%
$0
$655 Million 0.39% of portfolio
2,815
Q4 2024 Added 10.78%
$0
$586 Million 0.35% of portfolio
9,938
Q4 2024 Added 4.4%
$1.13T
$590 Million 0.35% of portfolio
3,099
Q4 2024 New
$0
$574 Million 0.34% of portfolio
8,784
Q4 2024 Added 4.86%
$0
$540 Million 0.32% of portfolio
917
Q4 2024 Added 60.31%
$0
$532 Million 0.32% of portfolio
2,501
Q4 2024 Added 62.61%
$0
$516 Million 0.31% of portfolio
1,285
Q4 2024 Added 7.35%
$0
$465 Million 0.28% of portfolio
1,975
Q4 2024 Added 8.76%
$0
$437 Million 0.26% of portfolio
3,007
Q4 2024 New
$0
$423 Million 0.25% of portfolio
4,296
Q4 2024 Added 11.38%
$71.2B
$414 Million 0.25% of portfolio
8,648
Q4 2024 Added 0.68%
$130B
$348 Million 0.21% of portfolio
3,808
Q4 2024 Added 61.97%
$0
$347 Million 0.21% of portfolio
591
Q4 2024 Reduced 4.37%
$0
$358 Million 0.21% of portfolio
2,902
Q4 2024 New
$51.6B
$347 Million 0.21% of portfolio
4,682
Q1 2024 New
$0
$330 Million 0.2% of portfolio
4,694
Q4 2024 Added 4.66%
$0
$336 Million 0.2% of portfolio
6,112
Q4 2024 Added 8.77%
$628B
$330 Million 0.2% of portfolio
729
Q2 2024 Added 52.83%
American Healthcare Reit Inc
-
$317 Million 0.19% of portfolio
-
Q4 2024 New
$92.6B
$296 Million 0.18% of portfolio
1,275
Q4 2024 New
$459B
$284 Million 0.17% of portfolio
2,639
Q4 2024 Added 0.11%
$307B
$266 Million 0.16% of portfolio
3,789
Q4 2024 Added 0.26%
$0
$250 Million 0.15% of portfolio
1,961
Q4 2024 Added 0.72%
$1.1T
$231 Million 0.14% of portfolio
1,220
Q4 2024 Added 0.08%
$814B
$232 Million 0.14% of portfolio
300
Q1 2024 New
$821B
$230 Million 0.14% of portfolio
958
Q4 2024 New
$1.61T
$235 Million 0.14% of portfolio
401
Q4 2024 New
$173B
$201 Million 0.12% of portfolio
5,025
Q4 2024 New
$770M
$116 Million 0.07% of portfolio
20,565
Q4 2024 Added 85.89%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $168 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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