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 Market Cap. of Under $50 Millions

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

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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