The Analysis of HC Advisors, LLC's Holdings
Currently, HC Advisors, LLC holds 61 types of securities in its portfolio with a total value $142.3M. In the most recent quarter, they have increased their positions in SCHG (+33.8K shares, valued at $1.1M), SCHF (+39.6K shares, valued at $921.3K), SCHR (+17.1K shares, valued at $428.6K); decreased their positions in FDL (-81.9K shares, valued at $3.6M), SCHD (-55.7K shares, valued at $1.5M), SCHA (-49.3K shares, valued at $1.4M); initiated new positions in GEV (+375 shares, valued at $230.6K), ITA (+1.0K shares, valued at $209.3K), AEM (+1.2K shares, valued at $200.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHR SCHWAB STRATEGIC TR830.7K shares2.10%2025-09-302025-11-07
IYW ISHARES TR82.5K shares1.25%2025-09-302025-11-07 FDL FIRST TR MORNINGSTAR DIV LEA298.3K shares-21.54%2025-09-302025-11-07 SCHE SCHWAB STRATEGIC TR329.9K shares-2.05%2025-09-302025-11-07 SCHG SCHWAB STRATEGIC TR229.8K shares17.23%2025-09-302025-11-07 DES WISDOMTREE TR203.3K shares2.54%2025-09-302025-11-07 SCHD SCHWAB STRATEGIC TR178.5K shares-23.78%2025-09-302025-11-07 VDC Vanguard Consumer Staples21.5K shares1.01%2025-09-302025-11-07 IYF ISHARES TR36.0K shares-3.80%2025-09-302025-11-07 IYH ISHARES TR74.5K shares5.99%2025-09-302025-11-07 SCHZ Schwab US Agg Bond ETF185.4K shares-1.76%2025-09-302025-11-07 GRND GRINDR INC260.8K shares4.05%2025-09-302025-11-07 VTI VANGUARD INDEX FDS11.4K shares-5.77%2025-09-302025-11-07 SCHM SCHWAB STRATEGIC TR108.4K shares6.43%2025-09-302025-11-07 IXP ISHARES TR25.9K shares-7.29%2025-09-302025-11-07 PSLV SPROTT PHYSICAL SILVER TR193.5K shares0.03%2025-09-302025-11-07 SGDM SPROTT ETF TRUST48.1K shares1.71%2025-09-302025-11-07 PHYS SPROTT PHYSICAL GOLD TRUST70.9K shares-0.46%2025-09-302025-11-07 AMLP ALPS ETF TR43.2K shares21.78%2025-09-302025-11-07 SCHF Schwab Int'l Equity ETF80.9K shares95.77%2025-09-302025-11-07 AAPL APPLE INC5.8K shares-0.17%2025-09-302025-11-07 SCHA SCHWAB STRATEGIC TR52.8K shares-48.30%2025-09-302025-11-07 NVDA NVIDIA CORPORATION7.2K shares1.34%2025-09-302025-11-07 HQY HEALTHEQUITY INC8.9K shares0.00%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.2.7K shares0.23%2025-09-302025-11-07 RTX RTX CORPORATION4.9K shares0.00%2025-09-302025-11-07 HD HOME DEPOT INC1.4K shares-6.57%2025-09-302025-11-07 SPPP SPROTT PHYSICAL PLAT PALLAD39.6K shares2.46%2025-09-302025-11-07 CVX CHEVRON CORP NEW3.4K shares0.03%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR800 shares-0.62%2025-09-302025-11-07 GE GE AEROSPACE1.6K shares0.00%2025-09-302025-11-07 SCHO SCHWAB STRATEGIC TR19.8K shares12.79%2025-09-302025-11-07 BABA ALIBABA GROUP HLDG LTD2.5K shares0.00%2025-09-302025-11-07 DAL DELTA AIR LINES INC DEL8.0K shares0.19%2025-09-302025-11-07 AON AON PLC1.2K shares0.00%2025-09-302025-11-07 XOM EXXON MOBIL CORP3.7K shares0.35%2025-09-302025-11-07 BAC BK OF AMERICA CORP8.0K shares0.00%2025-09-302025-11-07 KO Coca Cola Company6.1K shares0.43%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS1.4K shares2.96%2025-09-302025-11-07 SO SOUTHERN CO4.0K shares0.00%2025-09-302025-11-07 MSFT MICROSOFT CORP646 shares0.00%2025-09-302025-11-07 VCIT VANGUARD SCOTTSDALE FDS3.8K shares0.00%2025-09-302025-11-07 AMZN AMAZON COM INC1.5K shares-2.66%2025-09-302025-11-07 AXP AMERICAN EXPRESS CO939 shares0.21%2025-09-302025-11-07 DVYA ISHARES INC7.0K shares0.00%2025-09-302025-11-07 IDV ISHARES TR7.9K shares0.00%2025-09-302025-11-07 WFC WELLS FARGO CO NEW3.3K shares0.03%2025-09-302025-11-07 SCHB SCHWAB STRATEGIC TR10.2K shares0.00%2025-09-302025-11-07 CRSP CRISPR THERAPEUTICS AG3.9K shares-7.23%2025-09-302025-11-07 WM WASTE MGMT INC DEL1.1K shares0.00%2025-09-302025-11-07 PLUG PLUG POWER INC105.0K shares0.00%2025-09-302025-11-07 BTU PEABODY ENERGY CORP9.2K shares-82.75%2025-09-302025-11-07 NGD NEW GOLD INC CDA33.8K shares0.00%2025-09-302025-11-07 CEG CONSTELLATION ENERGY CORP722 shares0.14%2025-09-302025-11-07 GEV GE VERNOVA INC375 sharesnew addition2025-09-302025-11-07 MMM 3M CO1.5K shares0.07%2025-09-302025-11-07 FNDX SCHWAB STRATEGIC TR8.3K shares0.00%2025-09-302025-11-07 ITA ISHARES TR1.0K sharesnew addition2025-09-302025-11-07 AEM AGNICO EAGLE MINES LTD1.2K sharesnew addition2025-09-302025-11-07 ALXO ALX ONCOLOGY HLDGS INC21.9K shares6.59%2025-09-302025-11-07 GDEVW NEXTERS INC17.1K shares0.00%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available