Hrc Wealth Management, LLC Portfolio Holdings

Hrc Wealth Management, LLC

  • $161 Billion
  • Q1 2025

Hrc Wealth Management, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 52 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 $53.8B, Schwab Strategic Tr Us Large C with a value of $31.9B, Schwab Strategic Tr Us Large C with a value of $25.7B, Schwab Strategic Tr Us Dividen with a value of $6.89B, and Vanguard Mid Cap Growth Index with a value of $6.21B.

Examining the 13F form we can see an decrease of $7.3B in the current position value, from $168B to 161B.

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 $161 Billion
ETFs: $145 Billion
Technology: $7.43 Billion
Financial Services: $2.87 Billion
Consumer Cyclical: $1.51 Billion
Industrials: $957 Million
Communication Services: $949 Million
Energy: $738 Million
Consumer Defensive: $719 Million
Other: $573 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$681M
$114 Million 0.07% of portfolio
20,565
Q4 2024 Added 85.89%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $161 Billion
  • Prior Value $168 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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