Hc Advisors, LLC Portfolio Holdings
Hc Advisors, LLC
- $117 Million
- Q3 2024
Hc Advisors, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $117 Million distributed in 53 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Intermediate Term Us Tr with a value of $18.1M, First Tr Morningstar Dividend with a value of $15.5M, Ishares Dj Us Tech ETF with a value of $11.3M, Schwab Strategic Tr Us Emergin with a value of $9.55M, and Schwab Strategic Tr Us Dividen with a value of $6.61M.
Examining the 13F form we can see an increase of $12.9M in the current position value, from $104M to 117M.
Below you can find more details about Hc Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$117 Million
ETFs: $104 Million
Financial Services: $4.3 Million
Technology: $2.55 Million
Consumer Cyclical: $1.57 Million
Basic Materials: $1.33 Million
Healthcare: $1.18 Million
Energy: $909,000
Industrials: $654,000
Other: $848,000