Hc Advisors, LLC Portfolio Holdings
Hc Advisors, LLC
- $126 Million
- Q1 2025
Hc Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $126 Million distributed in 62 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 $20.2M, First Tr Morningstar Dividend with a value of $16.5M, Ishares Dj Us Tech ETF with a value of $11.8M, Schwab Strategic Tr Us Emergin with a value of $9.42M, and Schwab Strategic Tr Us Dividen with a value of $6.66M.
Examining the 13F form we can see an increase of $7.78M in the current position value, from $119M to 126M.
Below you can find more details about Hc Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$126 Million
ETFs: $110 Million
Financial Services: $5.64 Million
Technology: $2.58 Million
Industrials: $2.18 Million
Consumer Cyclical: $1.89 Million
Healthcare: $1.25 Million
Energy: $1.14 Million
Consumer Defensive: $510,000
Other: $783,000
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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