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 - $421.7 $320 - $422
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
Track This Portfolio

Track Hrc Wealth Management, LLC Portfolio

Follow Hrc Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hrc Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email