Hrc Wealth Management, LLC Portfolio Holdings

Hrc Wealth Management, LLC

  • $155 Billion
  • Q3 2024

Hrc Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $155 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $54.9B, Schwab Strategic Tr Us Large C with a value of $31.3B, Schwab Strategic Tr Us Large C with a value of $26.3B, Schwab Strategic Tr Us Dividen with a value of $7.19B, and Spdr S&P 600 Small Cap Growth with a value of $5.86B.

Examining the 13F form we can see an increase of $8.76B in the current position value, from $146B to 155B.

Hrc Wealth Management, LLC is based out at Moscow, ID

Below you can find more details about Hrc Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $155 Billion
ETFs: $145 Billion
Technology: $6.4 Billion
Financial Services: $942 Million
Industrials: $834 Million
Consumer Cyclical: $509 Million
Consumer Defensive: $375 Million
Energy: $309 Million
Healthcare: $266 Million
Other: $264 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$83.4B
$834 Million 0.54% of portfolio
5,484
Q3 2024 Added 1.39%
$76B
$393 Million 0.25% of portfolio
8,590
Q3 2024 Added 0.79%
$114B
$229 Million 0.15% of portfolio
2,351
Q3 2024 New
$49.2B
$236 Million 0.15% of portfolio
4,682
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $155 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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