Hc Advisors, LLC Portfolio Holdings

Hc Advisors, LLC

  • $135 Million
  • Q3 2025

Hc Advisors, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $135 Million distributed in 61 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 $20.9M, Ishares Dj Us Tech ETF with a value of $16.2M, First Tr Morningstar Dividend with a value of $12.9M, Schwab Strategic Tr Us Emergin with a value of $11M, and Schwab Strategic Tr Us Large C with a value of $7.33M.

Examining the 13F form we can see an increase of $1.43M in the current position value, from $133M to 135M.

Below you can find more details about Hc Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Million
ETFs: $116 Million
Financial Services: $7.51 Million
Technology: $3.54 Million
Industrials: $2.48 Million
Consumer Cyclical: $1.35 Million
Energy: $1.2 Million
Healthcare: $1.13 Million
Utilities: $614,000
Other: $845,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.31T
$1.48 Million 1.1% of portfolio
5,815
Q3 2025 Reduced 0.17%
$469B
$1.34 Million 0.99% of portfolio
7,168
Q3 2025 Added 1.34%
$922B
$841,000 0.62% of portfolio
2,667
Q3 2025 Added 0.23%
$260B
$821,000 0.61% of portfolio
4,908
Q2 2025 Reduced 13.26%
$380B
$576,000 0.43% of portfolio
1,422
Q3 2025 Reduced 6.57%
$303B
$535,000 0.4% of portfolio
3,446
Q3 2025 Added 0.03%
$336B
$488,000 0.36% of portfolio
1,625
Q2 2025 Reduced 5.8%
$440B
$454,000 0.34% of portfolio
2,541
Q2 2025 Reduced 57.69%
$427B
$411,000 0.31% of portfolio
7,972
Q2 2025 Reduced 17.64%
$489B
$416,000 0.31% of portfolio
3,695
Q3 2025 Added 0.35%
$305B
$403,000 0.3% of portfolio
6,083
Q3 2025 Added 0.43%
$275B
$392,000 0.29% of portfolio
1,390
Q3 2025 Added 2.96%
$3.7T
$334,000 0.25% of portfolio
646
Q2 2025 Reduced 26.0%
$2.49T
$321,000 0.24% of portfolio
1,466
Q3 2025 Reduced 2.66%
$275B
$311,000 0.23% of portfolio
939
Q3 2025 Added 0.21%
$327B
$275,000 0.2% of portfolio
3,285
Q3 2025 Added 0.03%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $135 Million
  • Prior Value $133 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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