Hc Advisors, LLC Portfolio Holdings by Sector
Hc Advisors, LLC
- $133 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHR FDL IYW SCHE DES SCHD SCHG VDC 25 stocks |
$112,976
84.75% of portfolio
|
13
|
9
|
5
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PSLV PHYS SPPP 3 stocks |
$4,626
3.47% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3,681
2.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$1,411
1.06% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,195
0.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$1,117
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HQY 1 stocks |
$930
0.7% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$889
0.67% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
BTU 1 stocks |
$717
0.54% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$716
0.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$618
0.46% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$558
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$428
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$418
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$397
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$392
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$366
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$321
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP 1 stocks |
$298
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$254
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$232
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$225
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
CRSP ALXO 2 stocks |
$213
0.16% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NGD 1 stocks |
$167
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
PLUG 1 stocks |
$156
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|