Hrc Wealth Management, LLC Portfolio Holdings

Hrc Wealth Management, LLC

  • $188 Billion
  • Q2 2025

Hrc Wealth Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $188 Billion distributed in 51 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 $66.2B, Schwab Strategic Tr Us Large C with a value of $35.3B, Schwab Strategic Tr Us Large C with a value of $30.5B, Vanguard Mid Cap Growth Index with a value of $8.85B, and Schwab Strategic Tr Us Dividen with a value of $6.59B.

Examining the 13F form we can see an increase of $26.4B in the current position value, from $161B to 188B.

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 $188 Billion
ETFs: $170 Billion
Technology: $8.14 Billion
Financial Services: $2.86 Billion
Consumer Cyclical: $1.72 Billion
Communication Services: $1.29 Billion
Industrials: $1.18 Billion
Consumer Defensive: $959 Million
Energy: $285 Million
Other: $338 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $188 Billion
  • Prior Value $161 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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