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