Hc Advisors, LLC Portfolio Holdings
Hc Advisors, LLC
- $119 Million
- Q4 2024
Hc Advisors, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $119 Million distributed in 59 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 $18.6M, First Tr Morningstar Dividend with a value of $14.9M, Ishares Dj Us Tech ETF with a value of $12M, Schwab Strategic Tr Us Emergin with a value of $8.67M, and Schwab Strategic Tr Us Dividen with a value of $6.56M.
Examining the 13F form we can see an increase of $1.4M in the current position value, from $117M to 119M.
Below you can find more details about Hc Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$119 Million
ETFs: $104 Million
Financial Services: $5.18 Million
Technology: $3.42 Million
Industrials: $1.56 Million
Consumer Cyclical: $1.46 Million
Healthcare: $1.3 Million
Energy: $1.04 Million
Consumer Defensive: $443,000
Other: $274,000