Hrc Wealth Management, LLC Purchases in Q4 2024

Hrc Wealth Management, LLC

  • $168 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.63M
+ 309.36%
$25.93 - $105.3 $42.3M - $172M
2.16M $60.2B
VOT
Vanguard Mid Cap Growth Index

ETFs
3.44K
+ 16.69%
$241.48 - $274.89 $830K - $945K
24K $6.1B
AAPL
Apple Inc.

Technology
2.47K
+ 11.78%
$221.69 - $259.02 $547K - $639K
23.4K $5.86B
AMZN
Amazon Com Inc

Consumer Cyclical
3.04K
New
$180.88 - $232.93 $550K - $708K
3.04K $667M
SCHX
Schwab Strategic Tr Us Large C

ETFs
773K
+ 199.44%
$22.4 - $68.28 $17.3M - $52.8M
1.16M $26.9B
GOOG
Alphabet Inc.

Communication Services
3.1K
New
$163.08 - $198.16 $505K - $614K
3.1K $590M
TSLA
Tesla, Inc.

Consumer Cyclical
1K
+ 93.65%
$213.65 - $479.86 $214K - $481K
2.07K $838M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
7.21K
+ 11.46%
$89.9 - $100.66 $648K - $726K
70.1K $6.34B
NVDA
Nvidia Corp

Technology
2.66K
+ 30.64%
$117.0 - $148.88 $311K - $396K
11.3K $1.52B
ITA
Ishares Tr

ETFs
3.01K
New
$144.31 - $157.31 $434K - $473K
3.01K $437M
MSFT
Microsoft Corp

Technology
865
+ 79.72%
$406.35 - $454.46 $351K - $393K
1.95K $822M
COST
Costco Wholesale Corp

Consumer Defensive
335
+ 79.2%
$873.59 - $994.69 $293K - $333K
758 $695M
American Healthcare Reit Inc
11.1K
New
N/A
11.1K $317M
AVGO
Broadcom Inc.

Technology
1.28K
New
$159.67 - $250.0 $204K - $319K
1.28K $296M
META
Meta Platforms, Inc.

Communication Services
401
New
$554.08 - $632.68 $222K - $254K
401 $235M
JPM
Jpmorgan Chase & CO

Financial Services
958
New
$205.18 - $250.29 $197K - $240K
958 $230M
MGC
Vanguard Mega Cap ETF

ETFs
963
+ 62.61%
$204.21 - $220.18 $197K - $212K
2.5K $532M
IVV
Ishares Core S&P 500 ETF

ETFs
345
+ 60.31%
$570.51 - $610.59 $197K - $211K
917 $540M
VZ
Verizon Communications Inc

Communication Services
5.03K
New
$39.6 - $45.21 $199K - $227K
5.03K $201M
BA
Boeing CO

Industrials
100
+ 1.82%
$138.14 - $180.72 $13.8K - $18.1K
5.58K $988M
SBUX
Starbucks Corp

Consumer Cyclical
1.46K
+ 61.97%
$87.44 - $102.5 $127K - $149K
3.81K $348M
QQQ
Invesco Qqq Trust, Series 1

ETFs
104
+ 4.12%
$481.22 - $538.17 $50K - $56K
2.63K $1.34B
VGT
Vanguard Information Technolog

ETFs
85
+ 7.46%
$571.78 - $647.97 $48.6K - $55.1K
1.22K $761M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
696
+ 5.35%
$72.18 - $81.41 $50.2K - $56.7K
13.7K $1.03B
XLK
Technology Sector Spdr

ETFs
274
+ 10.78%
$220.26 - $241.44 $60.4K - $66.2K
2.82K $655M
IWF
Ishares Russell 1000 Gr ETF

ETFs
88
+ 7.35%
$370.24 - $418.94 $32.6K - $36.9K
1.29K $516M
IWY
Ishares Tr Russell 200 Growth

ETFs
159
+ 8.76%
$216.72 - $244.71 $34.5K - $38.9K
1.98K $465M
FNDX
Schwab Fundamental U S Large C

ETFs
21.6K
+ 230.06%
$23.49 - $71.77 $508K - $1.55M
31K $734M
BRSP
Bright Spire Capital, Inc.

Real Estate
9.5K
+ 85.89%
$5.25 - $6.43 $49.9K - $61.1K
20.6K $116M
WFC
Wells Fargo & Company

Financial Services
10
+ 0.26%
$54.98 - $77.35 $550 - $774
3.79K $266M
VT
Vanguard Total World Stk Index

ETFs
749
+ 4.37%
$117.09 - $123.07 $87.7K - $92.2K
17.9K $2.1B
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.08%
$161.86 - $196.66 $162 - $197
1.22K $231M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
439
+ 11.38%
$98.47 - $109.35 $43.2K - $48K
4.3K $423M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
377
+ 3.85%
$113.92 - $127.38 $42.9K - $48K
10.2K $1.17B
USB
Us Bancorp \De\

Financial Services
58
+ 0.68%
$43.98 - $53.66 $2.55K - $3.11K
8.65K $414M
DSTL
ETF Ser Solution Distillate Us

ETFs
493
+ 8.77%
$54.74 - $58.88 $27K - $29K
6.11K $336M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14
+ 0.72%
$126.68 - $134.74 $1.77K - $1.89K
1.96K $250M
EFG
Msci Eafe Growth ETF

ETFs
530
+ 8.2%
$96.83 - $106.88 $51.3K - $56.6K
6.99K $677M
IEFA
Ishares Tr

ETFs
209
+ 4.66%
$70.06 - $77.43 $14.6K - $16.2K
4.69K $330M
XOM
Exxon Mobil Corp

Energy
3
+ 0.11%
$105.51 - $125.37 $317 - $376
2.64K $284M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
419
+ 4.4%
$58.88 - $64.8 $24.7K - $27.2K
9.94K $586M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
407
+ 4.86%
$64.85 - $73.04 $26.4K - $29.7K
8.78K $574M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
63
+ 0.65%
$96.64 - $101.23 $6.09K - $6.38K
9.79K $948M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
173K
+ 203.25%
$26.93 - $84.95 $4.66M - $14.7M
258K $7.05B
SCHV
Schwab Strategic Tr Us Large C

ETFs
798K
+ 204.62%
$25.79 - $80.4 $20.6M - $64.1M
1.19M $31B
Activity Summary
Buys All Purchases 46 New Holdings 9 Increased Positions 37 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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