Hrc Wealth Management, LLC Incresed Positions in Q2 2024

Hrc Wealth Management, LLC

  • $146 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.3K
+ 2.59%
$87.04 - $101.61 $1.15M - $1.35M
525K $53B
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.03K
+ 1.84%
$58.7 - $64.78 $412K - $455K
389K $25B
NVDA
Nvidia Corp

Technology
7.28K
+ 1100.76%
$118.11 - $1224.4 $859K - $8.91M
7.94K $981M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.78K
+ 8.46%
$81.25 - $88.21 $388K - $421K
61.2K $5.26B
QQQ
Invesco Qqq Trust, Series 1

ETFs
247
+ 11.14%
$414.65 - $485.21 $102K - $120K
2.46K $1.18B
VOT
Vanguard Mid Cap Growth Index

ETFs
1.31K
+ 7.0%
$218.75 - $234.97 $287K - $308K
20.1K $4.61B
VT
Vanguard Total World Stk Index

ETFs
851
+ 5.14%
$104.94 - $113.51 $89.3K - $96.6K
17.4K $1.96B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
252
+ 52.83%
$396.73 - $420.24 $100K - $106K
729 $297M
XLK
Technology Sector Spdr

ETFs
6
+ 0.24%
$192.53 - $231.41 $1.16K - $1.39K
2.54K $574M
FNDX
Schwab Fundamental U S Large C

ETFs
630
+ 7.26%
$63.87 - $67.55 $40.2K - $42.6K
9.31K $624M
MSFT
Microsoft Corp

Technology
1
+ 0.11%
$389.33 - $452.85 $389 - $453
949 $424M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
411
+ 5.2%
$65.13 - $69.24 $26.8K - $28.5K
8.31K $570M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.18%
$497.53 - $549.64 $498 - $550
569 $312M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
129
+ 6.9%
$114.71 - $121.51 $14.8K - $15.7K
2K $237M
SYLD
Cambria Shareholder Yld ETF

ETFs
458
+ 9.2%
$67.74 - $73.13 $31K - $33.5K
5.43K $371M
WFC
Wells Fargo & Company

Financial Services
10
+ 0.27%
$56.41 - $62.34 $564 - $623
3.77K $224M
XOM
Exxon Mobil Corp

Energy
56
+ 1.83%
$108.36 - $122.2 $6.07K - $6.84K
3.12K $359M
DSTL
ETF Ser Solution Distillate Us

ETFs
290
+ 5.46%
$50.71 - $53.66 $14.7K - $15.6K
5.6K $288M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
322
+ 3.41%
$102.13 - $110.88 $32.9K - $35.7K
9.77K $1.04B
EFG
Msci Eafe Growth ETF

ETFs
44
+ 0.69%
$97.17 - $106.25 $4.28K - $4.68K
6.46K $661M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.33%
$99.32 - $106.72 $894 - $960
2.77K $285M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
172
+ 4.67%
$96.76 - $109.6 $16.6K - $18.9K
3.85K $374M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.1K
+ 2.12%
$71.74 - $75.86 $581K - $614K
390K $28.9B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
721
+ 0.86%
$75.81 - $80.15 $54.7K - $57.8K
84.9K $6.6B
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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