Hrc Wealth Management, LLC Portfolio Holdings by Sector
Hrc Wealth Management, LLC
- $137 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHG SCHV SCHX SCHD SLYG VOT VT IJR 28 stocks |
$129 Million
94.4% of portfolio
|
  18  
|
  10  
|
  11  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.62 Million
2.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$1.04 Million
0.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$597,512
0.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$398,739
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$383,363
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$355,758
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$314,833
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$233,388
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$217,679
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$213,626
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$200,588
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
BRSP 1 stocks |
$76,224
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
HYLN 1 stocks |
$18,281
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|