Hrc Wealth Management, LLC Incresed Positions in Q1 2025

Hrc Wealth Management, LLC

  • $161 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.2K
+ 1.03%
$25.77 - $27.6 $315K - $337K
1.2M $31.9B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.37K
+ 43.98%
$58.01 - $64.46 $254K - $282K
14.3K $889M
MGC
Vanguard Mega Cap ETF

ETFs
704
+ 28.15%
$199.2 - $222.69 $140K - $157K
3.21K $645M
IVV
Ishares Core S&P 500 ETF

ETFs
237
+ 25.85%
$554.06 - $615.85 $131K - $146K
1.15K $649M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.33K
+ 5.54%
$237.72 - $276.98 $316K - $369K
25.4K $6.21B
XOM
Exxon Mobil Corp

Energy
3
+ 0.11%
$105.44 - $118.93 $316 - $357
2.64K $314M
SBUX
Starbucks Corp

Consumer Cyclical
6
+ 0.16%
$91.75 - $115.81 $551 - $695
3.81K $374M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.4%
$890.62 - $1076.86 $2.67K - $3.23K
761 $719M
ITA
Ishares Tr

ETFs
2
+ 0.07%
$144.84 - $159.5 $290 - $319
3.01K $461M
IWY
Ishares Tr Russell 200 Growth

ETFs
291
+ 14.73%
$210.19 - $243.33 $61.2K - $70.8K
2.27K $478M
JPM
Jpmorgan Chase & CO

Financial Services
28
+ 2.92%
$225.19 - $279.95 $6.31K - $7.84K
986 $242M
FNDX
Schwab Fundamental U S Large C

ETFs
548
+ 1.77%
$23.03 - $25.01 $12.6K - $13.7K
31.6K $745M
WFC
Wells Fargo & Company

Financial Services
11
+ 0.29%
$66.78 - $81.42 $735 - $896
3.8K $273M
IWF
Ishares Russell 1000 Gr ETF

ETFs
155
+ 12.06%
$360.07 - $417.26 $55.8K - $64.7K
1.44K $520M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
161
+ 5.55%
$110.9 - $132.93 $17.9K - $21.4K
3.06K $348M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
47
+ 1.09%
$89.18 - $104.04 $4.19K - $4.89K
4.34K $398M
BA
Boeing CO

Industrials
25
+ 0.45%
$148.15 - $186.25 $3.7K - $4.66K
5.61K $957M
USB
Us Bancorp \De\

Financial Services
58
+ 0.67%
$40.92 - $50.9 $2.37K - $2.95K
8.71K $368M
XLK
Technology Sector Spdr

ETFs
76
+ 2.7%
$206.38 - $242.18 $15.7K - $18.4K
2.89K $597M
MSFT
Microsoft Corp

Technology
84
+ 4.31%
$375.39 - $447.2 $31.5K - $37.6K
2.03K $764M
AMZN
Amazon Com Inc

Consumer Cyclical
89
+ 2.93%
$190.26 - $242.06 $16.9K - $21.5K
3.13K $595M
AVGO
Broadcom Inc.

Technology
44
+ 3.45%
$167.43 - $244.7 $7.37K - $10.8K
1.32K $221M
QQQ
Invesco Qqq Trust, Series 1

ETFs
75
+ 2.85%
$468.34 - $539.52 $35.1K - $40.5K
2.71K $1.27B
VGT
Vanguard Information Technolog

ETFs
1
+ 0.08%
$542.38 - $646.34 $542 - $646
1.23K $665M
GOOG
Alphabet Inc.

Communication Services
53
+ 1.71%
$156.06 - $207.71 $8.27K - $11K
3.15K $492M
NVDA
Nvidia Corp

Technology
146
+ 1.29%
$106.98 - $149.43 $15.6K - $21.8K
11.5K $1.24B
TSLA
Tesla, Inc.

Consumer Cyclical
16
+ 0.77%
$222.15 - $428.22 $3.55K - $6.85K
2.09K $542M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
448
+ 0.64%
$80.73 - $94.96 $36.2K - $42.5K
70.6K $5.86B
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.62K
+ 0.23%
$21.75 - $24.28 $56.9K - $63.5K
1.16M $25.7B
Activity Summary
Buys All Purchases 35 New Holdings 5 Increased Positions 30 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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