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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$4.88 Billion 3.15% of portfolio
20,948
Q3 2024 Added 0.04%
$354B
$1.05 Billion 0.68% of portfolio
8,676
Q3 2024 Added 9.31%
$3.11T
$467 Million 0.3% of portfolio
1,085
Q3 2024 Added 14.33%
$427B
$375 Million 0.24% of portfolio
423
Q2 2024 Reduced 1.63%
$620B
$336 Million 0.22% of portfolio
729
Q2 2024 Added 52.83%
$508B
$309 Million 0.2% of portfolio
2,636
Q3 2024 Reduced 15.43%
$1.11T
$280 Million 0.18% of portfolio
1,071
Q3 2024 Added 5.21%
$711B
$266 Million 0.17% of portfolio
300
Q1 2024 New
$288B
$213 Million 0.14% of portfolio
3,779
Q3 2024 Added 0.35%
$984B
$202 Million 0.13% of portfolio
1,219
Q2 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
Track This Portfolio

Track Hrc Wealth Management, LLC Portfolio

Follow Hrc Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hrc Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email