Hc Advisors, LLC Portfolio Holdings
Hc Advisors, LLC
- $133 Million
- Q2 2025
Hc Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Million distributed in 60 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 $20.4M, First Tr Morningstar Dividend with a value of $15.9M, Ishares Dj Us Tech ETF with a value of $14.1M, Schwab Strategic Tr Us Emergin with a value of $10.2M, and Wisdomtree Tr U.S. Smallcap Di with a value of $6.3M.
Examining the 13F form we can see an increase of $6.91M in the current position value, from $126M to 133M.
Below you can find more details about Hc Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$133 Million
ETFs: $117 Million
Financial Services: $6.34 Million
Technology: $3.03 Million
Industrials: $2.16 Million
Energy: $1.61 Million
Consumer Cyclical: $1.18 Million
Healthcare: $1.14 Million
Utilities: $598,000
Other: $595,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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