Hrc Wealth Management, LLC Purchases in Q2 2025

Hrc Wealth Management, LLC

  • $188 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
119K
+ 5.54%
$22.27 - $29.21 $2.65M - $3.48M
2.27M $66.2B
SCHX
Schwab Strategic Tr Us Large C

ETFs
84.9K
+ 7.3%
$19.6 - $24.44 $1.66M - $2.08M
1.25M $30.5B
SCHV
Schwab Strategic Tr Us Large C

ETFs
76.2K
+ 6.35%
$23.55 - $27.67 $1.79M - $2.11M
1.28M $35.3B
VOT
Vanguard Mid Cap Growth Index

ETFs
5.76K
+ 22.69%
$216.28 - $284.39 $1.24M - $1.64M
31.1K $8.85B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.14K
+ 3.03%
$72.61 - $88.75 $155K - $190K
72.7K $6.45B
NVDA
Nvidia Corp

Technology
1
+ 0.01%
$94.31 - $157.99 $94.3 - $158
11.5K $1.81B
MSFT
Microsoft Corp

Technology
190
+ 9.34%
$354.56 - $497.45 $67.4K - $94.5K
2.22K $1.11B
QQQ
Invesco Qqq Trust, Series 1

ETFs
129
+ 4.77%
$416.06 - $551.64 $53.7K - $71.2K
2.84K $1.56B
GOOGL
Alphabet Inc.

Communication Services
1.2K
New
$144.7 - $178.6 $174K - $214K
1.2K $211M
WMT
Walmart Inc.

Consumer Defensive
2.12K
New
$81.79 - $99.98 $173K - $212K
2.12K $207M
VGT
Vanguard Information Technolog

ETFs
2
+ 0.16%
$470.37 - $663.28 $941 - $1.33K
1.23K $814M
AVGO
Broadcom Inc.

Technology
8
+ 0.61%
$146.29 - $275.65 $1.17K - $2.21K
1.33K $366M
XLK
Technology Sector Spdr

ETFs
13
+ 0.45%
$179.73 - $253.23 $2.34K - $3.29K
2.9K $735M
TSLA
Tesla, Inc.

Consumer Cyclical
46
+ 2.2%
$221.86 - $362.89 $10.2K - $16.7K
2.14K $679M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.01%
$55.54 - $69.09 $111 - $138
14.3K $989M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
503
+ 5.98%
$90.56 - $109.49 $45.6K - $55.1K
8.91K $974M
AMZN
Amazon Com Inc

Consumer Cyclical
6
+ 0.19%
$167.32 - $223.3 $1K - $1.34K
3.13K $688M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.07%
$320.42 - $424.58 $320 - $425
1.44K $612M
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.09%
$187.5 - $246.51 $375 - $493
2.27K $559M
EFG
Msci Eafe Growth ETF

ETFs
24
+ 0.4%
$89.8 - $112.0 $2.16K - $2.69K
6.06K $678M
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.35%
$498.8 - $620.9 $2K - $2.48K
1.16K $719M
GOOG
Alphabet Inc.

Communication Services
19
+ 0.6%
$146.58 - $180.01 $2.79K - $3.42K
3.17K $563M
IEFA
Ishares Tr

ETFs
382
+ 8.14%
$67.83 - $84.09 $25.9K - $32.1K
5.08K $424M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.1%
$210.28 - $289.91 $210 - $290
987 $286M
FNDX
Schwab Fundamental U S Large C

ETFs
138
+ 0.44%
$20.84 - $24.54 $2.88K - $3.39K
31.7K $778M
WFC
Wells Fargo & Company

Financial Services
11
+ 0.29%
$60.98 - $80.12 $671 - $881
3.81K $305M
USB
Us Bancorp \De\

Financial Services
77
+ 0.88%
$36.4 - $45.76 $2.8K - $3.52K
8.78K $397M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
156
+ 7.64%
$114.78 - $133.31 $17.9K - $20.8K
2.2K $293M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
129
+ 17.7%
$483.48 - $539.8 $62.4K - $69.6K
858 $417M
VZ
Verizon Communications Inc

Communication Services
165
+ 3.32%
$41.67 - $45.62 $6.88K - $7.53K
5.13K $222M
SBUX
Starbucks Corp

Consumer Cyclical
7
+ 0.18%
$79.69 - $99.41 $558 - $696
3.82K $350M
XOM
Exxon Mobil Corp

Energy
2
+ 0.08%
$99.93 - $119.04 $200 - $238
2.64K $285M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
10
+ 0.13%
$61.03 - $67.59 $610 - $676
7.73K $494M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.15K
+ 0.87%
$24.32 - $27.87 $52.2K - $59.9K
249K $6.59B
AAPL
Apple Inc.

Technology
266
+ 1.14%
$172.42 - $223.89 $45.9K - $59.6K
23.7K $4.86B
Activity Summary
Buys All Purchases 36 New Holdings 2 Increased Positions 34 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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