Hrc Wealth Management, LLC Portfolio Holdings

Hrc Wealth Management, LLC

  • $146 Billion
  • Q2 2024

Hrc Wealth Management, LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $146 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $53B, Schwab Strategic Tr Us Large C with a value of $28.9B, Schwab Strategic Tr Us Large C with a value of $25B, Schwab Strategic Tr Us Dividen with a value of $6.6B, and Spdr S&P 600 Small Cap Growth with a value of $5.26B.

Examining the 13F form we can see an increase of $9.2B in the current position value, from $137B to 146B.

Hrc Wealth Management, LLC is based out at Moscow, ID

Below you can find more details about Hrc Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $146 Billion
ETFs: $137 Billion
Technology: $5.81 Billion
Industrials: $984 Million
Financial Services: $859 Million
Consumer Defensive: $360 Million
Energy: $359 Million
Healthcare: $272 Million
Communication Services: $222 Million
Other: $281 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.55T
$4.41 Billion 3.02% of portfolio
20,940
Q2 2024 Reduced 0.7%
$97.3B
$984 Million 0.67% of portfolio
5,409
Q1 2024 Added 1.12%
$265B
$981 Million 0.67% of portfolio
7,937
Q2 2024 Added 1,100.76%
$3.05T
$424 Million 0.29% of portfolio
949
Q2 2024 Added 0.11%
$394B
$360 Million 0.25% of portfolio
423
Q2 2024 Reduced 1.63%
$475B
$359 Million 0.25% of portfolio
3,117
Q2 2024 Added 1.83%
$68.4B
$338 Million 0.23% of portfolio
8,523
Q2 2024 Reduced 0.62%
$623B
$297 Million 0.2% of portfolio
729
Q2 2024 Added 52.83%
$899B
$272 Million 0.19% of portfolio
300
Q1 2024 New
$32B
$249 Million 0.17% of portfolio
4,682
Q1 2024 New
$934B
$222 Million 0.15% of portfolio
1,219
Q2 2024 New
$221B
$224 Million 0.15% of portfolio
3,766
Q2 2024 Added 0.27%
$693B
$201 Million 0.14% of portfolio
1,018
Q2 2024 New
$733M
$63.1 Million 0.04% of portfolio
11,063
Q4 2023 New
$301M
$16.8 Million 0.01% of portfolio
10,387
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $146 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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