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The Analysis of HC Advisors, LLC's Holdings & P&L

Currently, HC Advisors, LLC holds 60 types of securities in its portfolio with a total value $149.4M. In the most recent quarter, they have increased their positions in IYW (+6.0K shares, valued at $1.1M), SCHR (+41.8K shares, valued at $1.0M), SCHG (+33.3K shares, valued at $970.5K); decreased their positions in PSLV (-18.7K shares, valued at $455.9K), FDL (-8.4K shares, valued at $427.0K), SCHE (-9.8K shares, valued at $323.0K); initiated new positions in FCX (+11.6K shares, valued at $680.6K), BOXX (+2.8K shares, valued at $326.7K).

1M P&L

+4.4M+3.00%

3M P&L

+5.6M+3.86%

HY P&L

+13.1M+9.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A130.9M

89.1%

2Software - Application3.8M

2.6%

3Banks - Diversified1.5M

1.0%

Top Industries by Stock Count

1N/A30 stocks

51.7%

2Banks - Diversified3 stocks

5.2%

3Internet Retail2 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHR SCHWAB STRATEGIC TR899.5K shares4.87%2026-03-312026-05-05

IYW ISHARES TR89.0K shares7.27%2026-03-312026-05-05

FDL FIRST TR MORNINGSTAR DIV LEA292.7K shares-2.79%2026-03-312026-05-05

SCHE SCHWAB STRATEGIC TR313.9K shares-3.03%2026-03-312026-05-05

SCHG SCHWAB STRATEGIC TR287.1K shares13.13%2026-03-312026-05-05

DES WISDOMTREE TR206.5K shares0.78%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR189.5K shares6.01%2026-03-312026-05-05

VDC Vanguard Consumer Staples23.7K shares16.80%2026-03-312026-05-05

Sponsored

SCHZ Schwab US Agg Bond ETF227.6K shares16.34%2026-03-312026-05-05

IYH ISHARES TR72.3K shares-1.65%2026-03-312026-05-05

IYF ISHARES TR36.5K shares1.37%2026-03-312026-05-05

GRND GRINDR INC315.3K shares14.47%2026-03-312026-05-05

VTI VANGUARD INDEX FDS11.4K shares0.09%2026-03-312026-05-05

SCHM SCHWAB STRATEGIC TR106.3K shares-0.78%2026-03-312026-05-05

SGDM SPROTT ETF TRUST41.6K shares1.47%2026-03-312026-05-05

IXP ISHARES TR27.0K shares5.14%2026-03-312026-05-05

Sponsored

PSLV SPROTT PHYSICAL SILVER TR126.2K shares-12.90%2026-03-312026-05-05

PHYS SPROTT PHYSICAL GOLD TRUST75.5K shares5.63%2026-03-312026-05-05

ALPS ETF TR ALPS ETF TR40.7K shares0.84%2026-03-312026-05-05

SCHF Schwab Int'l Equity ETF77.8K shares-2.05%2026-03-312026-05-05

SCHA SCHWAB STRATEGIC TR48.9K shares3.97%2026-03-312026-05-05

AAPL APPLE INC5.6K shares0.07%2026-03-312026-05-05

NVDA NVIDIA CORPORATION6.0K shares-14.94%2026-03-312026-05-05

RTX RTX CORPORATION4.6K shares-5.81%2026-03-312026-05-05

Sponsored

SPPP SPROTT PHYSICAL PLAT PALLAD53.5K shares18.15%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO.2.6K shares-2.28%2026-03-312026-05-05

HQY HEALTHEQUITY INC8.7K shares-2.14%2026-03-312026-05-05

FCX FREEPORT MCMORAN INC11.6K sharesnew addition2026-03-312026-05-05

CVX CHEVRON CORP NEW3.1K shares-10.37%2026-03-312026-05-05

SPY SPDR S&P 500 ETF TR896 shares12.00%2026-03-312026-05-05

SCHO SCHWAB STRATEGIC TR22.5K shares14.47%2026-03-312026-05-05

XOM EXXON MOBIL CORP3.2K shares-13.86%2026-03-312026-05-05

Sponsored

KO Coca Cola Company6.1K shares-0.24%2026-03-312026-05-05

BAC BK OF AMERICA CORP8.3K shares4.33%2026-03-312026-05-05

AON AON PLC1.2K shares0.00%2026-03-312026-05-05

DAL DELTA AIR LINES INC DEL5.8K shares0.21%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS1.4K shares12.40%2026-03-312026-05-05

HD HOME DEPOT INC998 shares6.06%2026-03-312026-05-05

BOXX EA SERIES TRUST2.8K sharesnew addition2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE1.1K shares-30.77%2026-03-312026-05-05

Sponsored

BABA ALIBABA GROUP HLDG LTD2.5K shares0.00%2026-03-312026-05-05

VCIT VANGUARD SCOTTSDALE FDS3.8K shares0.00%2026-03-312026-05-05

BTU PEABODY ENERGY CORP9.0K shares9.95%2026-03-312026-05-05

AMZN AMAZON COM INC1.4K shares-1.66%2026-03-312026-05-05

IDV ISHARES TR6.8K shares-12.96%2026-03-312026-05-05

WFC WELLS FARGO CO NEW3.6K shares9.92%2026-03-312026-05-05

DVYA ISHARES INC5.9K shares-14.85%2026-03-312026-05-05

AXP AMERICAN EXPRESS CO945 shares-0.32%2026-03-312026-05-05

Sponsored

SO SOUTHERN CO2.9K shares0.00%2026-03-312026-05-05

GEV GE VERNOVA INC300 shares-20.00%2026-03-312026-05-05

SCHB SCHWAB STRATEGIC TR10.2K shares0.00%2026-03-312026-05-05

WM WASTE MGMT INC DEL1.1K shares0.00%2026-03-312026-05-05

PLUG PLUG POWER INC105.0K shares0.00%2026-03-312026-05-05

FNDX SCHWAB STRATEGIC TR8.3K shares0.00%2026-03-312026-05-05

ITA ISHARES TR1.0K shares0.00%2026-03-312026-05-05

MMM 3M CO1.5K shares0.27%2026-03-312026-05-05

Sponsored

MSFT MICROSOFT CORP568 shares-11.39%2026-03-312026-05-05

CEG CONSTELLATION ENERGY CORP722 shares0.00%2026-03-312026-05-05

ALXO ALX ONCOLOGY HLDGS INC22.9K shares-4.18%2026-03-312026-05-05

GDEVW NEXTERS INC13.6K shares0.00%2026-03-312026-05-05

SCHR

SCHWAB STRATEGIC TR

4.87%

Shares899.5K

Event2026-03-31

Filed2026-05-05

IYW

ISHARES TR

7.27%

Shares89.0K

Event2026-03-31

Filed2026-05-05

FDL

FIRST TR MORNINGSTAR DIV LEA

-2.79%

Shares292.7K

Event2026-03-31

Filed2026-05-05

SCHE

SCHWAB STRATEGIC TR

-3.03%

Shares313.9K

Event2026-03-31

Filed2026-05-05

SCHG

SCHWAB STRATEGIC TR

13.13%

Shares287.1K

Event2026-03-31

Filed2026-05-05

DES

WISDOMTREE TR

0.78%

Shares206.5K

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

6.01%

Shares189.5K

Event2026-03-31

Filed2026-05-05

VDC

Vanguard Consumer Staples

16.80%

Shares23.7K

Event2026-03-31

Filed2026-05-05

SCHZ

Schwab US Agg Bond ETF

16.34%

Shares227.6K

Event2026-03-31

Filed2026-05-05

IYH

ISHARES TR

-1.65%

Shares72.3K

Event2026-03-31

Filed2026-05-05

IYF

ISHARES TR

1.37%

Shares36.5K

Event2026-03-31

Filed2026-05-05

GRND

GRINDR INC

14.47%

Shares315.3K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

0.09%

Shares11.4K

Event2026-03-31

Filed2026-05-05

SCHM

SCHWAB STRATEGIC TR

-0.78%

Shares106.3K

Event2026-03-31

Filed2026-05-05

SGDM

SPROTT ETF TRUST

1.47%

Shares41.6K

Event2026-03-31

Filed2026-05-05

IXP

ISHARES TR

5.14%

Shares27.0K

Event2026-03-31

Filed2026-05-05

PSLV

SPROTT PHYSICAL SILVER TR

-12.90%

Shares126.2K

Event2026-03-31

Filed2026-05-05

PHYS

SPROTT PHYSICAL GOLD TRUST

5.63%

Shares75.5K

Event2026-03-31

Filed2026-05-05

ALPS ETF TR

0.84%

Shares40.7K

Event2026-03-31

Filed2026-05-05

SCHF

Schwab Int'l Equity ETF

-2.05%

Shares77.8K

Event2026-03-31

Filed2026-05-05

SCHA

SCHWAB STRATEGIC TR

3.97%

Shares48.9K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

0.07%

Shares5.6K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-14.94%

Shares6.0K

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION

-5.81%

Shares4.6K

Event2026-03-31

Filed2026-05-05

SPPP

SPROTT PHYSICAL PLAT PALLAD

18.15%

Shares53.5K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO.

-2.28%

Shares2.6K

Event2026-03-31

Filed2026-05-05

HQY

HEALTHEQUITY INC

-2.14%

Shares8.7K

Event2026-03-31

Filed2026-05-05

FCX

FREEPORT MCMORAN INC

New

Shares11.6K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORP NEW

-10.37%

Shares3.1K

Event2026-03-31

Filed2026-05-05

SPY

SPDR S&P 500 ETF TR

12.00%

Shares896

Event2026-03-31

Filed2026-05-05

SCHO

SCHWAB STRATEGIC TR

14.47%

Shares22.5K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-13.86%

Shares3.2K

Event2026-03-31

Filed2026-05-05

Coca Cola Company

-0.24%

Shares6.1K

Event2026-03-31

Filed2026-05-05

BAC

BK OF AMERICA CORP

4.33%

Shares8.3K

Event2026-03-31

Filed2026-05-05

AON

AON PLC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-05

DAL

DELTA AIR LINES INC DEL

0.21%

Shares5.8K

Event2026-03-31

Filed2026-05-05

IBM

INTERNATIONAL BUSINESS MACHS

12.40%

Shares1.4K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

6.06%

Shares998

Event2026-03-31

Filed2026-05-05

BOXX

EA SERIES TRUST

New

Shares2.8K

Event2026-03-31

Filed2026-05-05

GE AEROSPACE

-30.77%

Shares1.1K

Event2026-03-31

Filed2026-05-05

BABA

ALIBABA GROUP HLDG LTD

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-05

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-05

BTU

PEABODY ENERGY CORP

9.95%

Shares9.0K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-1.66%

Shares1.4K

Event2026-03-31

Filed2026-05-05

IDV

ISHARES TR

-12.96%

Shares6.8K

Event2026-03-31

Filed2026-05-05

WFC

WELLS FARGO CO NEW

9.92%

Shares3.6K

Event2026-03-31

Filed2026-05-05

DVYA

ISHARES INC

-14.85%

Shares5.9K

Event2026-03-31

Filed2026-05-05

AXP

AMERICAN EXPRESS CO

-0.32%

Shares945

Event2026-03-31

Filed2026-05-05

SOUTHERN CO

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-05

GEV

GE VERNOVA INC

-20.00%

Shares300

Event2026-03-31

Filed2026-05-05

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-05

WASTE MGMT INC DEL

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-05

PLUG

PLUG POWER INC

0.00%

Shares105.0K

Event2026-03-31

Filed2026-05-05

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-05

ITA

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-05

MMM

3M CO

0.27%

Shares1.5K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-11.39%

Shares568

Event2026-03-31

Filed2026-05-05

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares722

Event2026-03-31

Filed2026-05-05

ALXO

ALX ONCOLOGY HLDGS INC

-4.18%

Shares22.9K

Event2026-03-31

Filed2026-05-05

GDEVW

NEXTERS INC

0.00%

Shares13.6K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available