Hc Advisors, LLC Portfolio Holdings

Hc Advisors, LLC

  • $133 Million
  • Q2 2025

Hc Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Million distributed in 60 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 $20.4M, First Tr Morningstar Dividend with a value of $15.9M, Ishares Dj Us Tech ETF with a value of $14.1M, Schwab Strategic Tr Us Emergin with a value of $10.2M, and Wisdomtree Tr U.S. Smallcap Di with a value of $6.3M.

Examining the 13F form we can see an increase of $6.91M in the current position value, from $126M to 133M.

Below you can find more details about Hc Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $133 Million
ETFs: $117 Million
Financial Services: $6.34 Million
Technology: $3.03 Million
Industrials: $2.16 Million
Energy: $1.61 Million
Consumer Cyclical: $1.18 Million
Healthcare: $1.14 Million
Utilities: $598,000
Other: $595,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.4 Million 15.28% of portfolio
813,609
Q2 2025 Added 0.14%
$0
$15.9 Million 11.94% of portfolio
380,189
Q2 2025 Added 0.38%
$0
$14.1 Million 10.59% of portfolio
81,474
Q2 2025 Reduced 3.22%
$0
$10.2 Million 7.62% of portfolio
336,801
Q2 2025 Reduced 1.47%
$0
$6.3 Million 4.72% of portfolio
198,304
Q2 2025 Added 2.31%
$0
$6.2 Million 4.65% of portfolio
234,120
Q2 2025 Reduced 1.66%
$0
$5.73 Million 4.29% of portfolio
196,027
Q2 2025 Reduced 2.12%
$0
$4.65 Million 3.49% of portfolio
21,246
Q2 2025 Reduced 0.58%
$0
$4.53 Million 3.4% of portfolio
37,457
Q2 2025 Reduced 1.22%
$0
$4.39 Million 3.29% of portfolio
188,732
Q2 2025 Added 0.97%
$0
$3.97 Million 2.98% of portfolio
70,257
Q2 2025 Added 2.97%
$0
$3.68 Million 2.76% of portfolio
12,114
Q2 2025 Added 2.46%
$0
$3.14 Million 2.36% of portfolio
27,989
Q2 2025 Reduced 3.72%
$0
$2.96 Million 2.22% of portfolio
24,887
Q2 2025 Added 4.63%
$0
$2.86 Million 2.14% of portfolio
101,844
Q2 2025 Reduced 0.76%
$0
$2.58 Million 1.94% of portfolio
102,148
Q2 2025 Reduced 0.06%
$0
$1.81 Million 1.35% of portfolio
71,206
Q4 2024 Reduced 3.33%
$0
$1.73 Million 1.3% of portfolio
35,479
Q2 2025 New
$3.84T
$1.2 Million 0.9% of portfolio
5,825
Q2 2025 Reduced 1.32%
$424B
$1.12 Million 0.84% of portfolio
7,073
Q2 2025 Added 3.68%
$7.8B
$930,000 0.7% of portfolio
8,880
Q1 2025 Reduced 1.66%
$0
$913,000 0.68% of portfolio
41,323
Q2 2025 Added 0.79%
$914B
$771,000 0.58% of portfolio
2,661
Q2 2025 Reduced 7.22%
$233B
$716,000 0.54% of portfolio
4,908
Q2 2025 Reduced 13.26%
$3.06B
$717,000 0.54% of portfolio
53,431
Q2 2025 New
$427B
$558,000 0.42% of portfolio
1,522
Q2 2025 Reduced 10.84%
$0
$497,000 0.37% of portfolio
805
Q1 2025 Reduced 2.66%
$313B
$493,000 0.37% of portfolio
3,445
Q2 2025 Reduced 7.76%
$0
$453,000 0.34% of portfolio
38,697
Q2 2025 Added 3.66%
$290B
$428,000 0.32% of portfolio
6,057
Q2 2025 Reduced 15.03%
$0
$427,000 0.32% of portfolio
17,516
Q2 2025 Added 3.82%
$316B
$418,000 0.31% of portfolio
1,625
Q2 2025 Reduced 5.8%
$480B
$396,000 0.3% of portfolio
3,682
Q2 2025 Reduced 15.32%
$232B
$397,000 0.3% of portfolio
1,350
Q2 2025 New
$37.7B
$392,000 0.29% of portfolio
7,972
Q2 2025 Added 40.7%
$412B
$377,000 0.28% of portfolio
7,972
Q2 2025 Reduced 17.64%
$99.8B
$366,000 0.27% of portfolio
3,988
Q2 2025 Reduced 6.89%
$2.36T
$330,000 0.25% of portfolio
1,506
Q2 2025 Added 3.51%
$0
$317,000 0.24% of portfolio
3,828
Q1 2025 New
$3.8T
$321,000 0.24% of portfolio
646
Q2 2025 Reduced 26.0%
$251B
$298,000 0.22% of portfolio
937
Q1 2025 Added 0.21%
$440B
$288,000 0.22% of portfolio
2,541
Q2 2025 Reduced 57.69%
$0
$271,000 0.2% of portfolio
7,870
Q2 2025 New
$0
$268,000 0.2% of portfolio
6,968
Q2 2025 New
$313B
$263,000 0.2% of portfolio
3,284
Q2 2025 Reduced 17.88%
$88.5B
$254,000 0.19% of portfolio
1,112
Q1 2025 Reduced 31.86%
$0
$242,000 0.18% of portfolio
10,188
Q4 2024 Added 200.0%
$0
$245,000 0.18% of portfolio
2,681
Q2 2025 New
$106B
$232,000 0.17% of portfolio
721
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $133 Million
  • Prior Value $126 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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