Hc Advisors, LLC Portfolio Holdings by Sector
Hc Advisors, LLC
- $117 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHR FDL IYW SCHE SCHD DES SCHG VDC 21 stocks |
$103,398
88.21% of portfolio
|
16
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS PSLV SPPP 3 stocks |
$3,169
2.7% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,342
1.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NGD AEM AGI 3 stocks |
$1,329
1.13% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$1,126
0.96% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$1,075
0.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
BABA AMZN 2 stocks |
$1,007
0.86% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HQY 1 stocks |
$952
0.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$909
0.78% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$562
0.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$481
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$382
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$336
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$311
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$310
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
CRSP ALXO 2 stocks |
$230
0.2% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
MTTR 1 stocks |
$135
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
MITT 1 stocks |
$130
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
PLUG 1 stocks |
$33
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|