Hrc Wealth Management, LLC Purchases in Q3 2024

Hrc Wealth Management, LLC

  • $155 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.83K
+ 0.35%
$92.63 - $105.69 $170K - $194K
527K $54.9B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.68K
+ 2.74%
$85.03 - $94.56 $142K - $158K
62.9K $5.86B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
186
+ 0.22%
$77.02 - $85.06 $14.3K - $15.8K
85.1K $7.19B
AAPL
Apple Inc.

Technology
8
+ 0.04%
$207.23 - $234.82 $1.66K - $1.88K
20.9K $4.88B
VOT
Vanguard Mid Cap Growth Index

ETFs
537
+ 2.68%
$218.05 - $243.47 $117K - $131K
20.6K $5.02B
SBUX
Starbucks Corp

Consumer Cyclical
2.35K
New
$72.51 - $98.6 $170K - $232K
2.35K $229M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16
+ 0.16%
$105.53 - $118.34 $1.69K - $1.89K
9.78K $1.14B
TSLA
Tesla, Inc.

Consumer Cyclical
53
+ 5.21%
$191.76 - $263.26 $10.2K - $14K
1.07K $280M
NVDA
Nvidia Corp

Technology
739
+ 9.31%
$98.91 - $134.91 $73.1K - $99.7K
8.68K $1.05B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
25
+ 0.19%
$65.15 - $72.97 $1.63K - $1.82K
13K $949M
QQQ
Invesco Qqq Trust, Series 1

ETFs
63
+ 2.56%
$434.77 - $502.96 $27.4K - $31.7K
2.53K $1.23B
FNDX
Schwab Fundamental U S Large C

ETFs
84
+ 0.9%
$65.36 - $71.76 $5.49K - $6.03K
9.39K $674M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
71
+ 0.75%
$58.03 - $65.37 $4.12K - $4.64K
9.52K $616M
MSFT
Microsoft Corp

Technology
136
+ 14.33%
$395.15 - $467.56 $53.7K - $63.6K
1.09K $467M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
67
+ 0.81%
$67.43 - $74.23 $4.52K - $4.97K
8.38K $610M
DSTL
ETF Ser Solution Distillate Us

ETFs
15
+ 0.27%
$50.87 - $56.8 $763 - $852
5.62K $319M
SYLD
Cambria Shareholder Yld ETF

ETFs
50
+ 0.92%
$66.68 - $72.81 $3.33K - $3.64K
5.48K $397M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.13%
$94.31 - $103.26 $472 - $516
3.86K $396M
VGT
Vanguard Information Technolog

ETFs
15
+ 1.33%
$514.43 - $606.85 $7.72K - $9.1K
1.14K $668M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.53%
$520.18 - $576.82 $1.56K - $1.73K
572 $330M
MGC
Vanguard Mega Cap ETF

ETFs
10
+ 0.65%
$185.93 - $206.64 $1.86K - $2.07K
1.54K $318M
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.11%
$194.66 - $225.97 $389 - $452
1.82K $400M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
16
+ 0.58%
$96.3 - $106.49 $1.54K - $1.7K
2.79K $292M
XLK
Technology Sector Spdr

ETFs
5
+ 0.2%
$197.34 - $237.68 $987 - $1.19K
2.54K $574M
WFC
Wells Fargo & Company

Financial Services
13
+ 0.35%
$51.58 - $60.97 $671 - $793
3.78K $213M
BA
Boeing CO

Industrials
75
+ 1.39%
$152.04 - $190.6 $11.4K - $14.3K
5.48K $834M
Activity Summary
Buys All Purchases 27 New Holdings 1 Increased Positions 26 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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