The Analysis of HRC WEALTH MANAGEMENT, LLC's Holdings
Currently, HRC WEALTH MANAGEMENT, LLC holds 56 types of securities in its portfolio with a total value $208.8M. In the most recent quarter, they have increased their positions in N/A (+46.7K shares, valued at $700.9K), XLK (+2.9K shares, valued at $422.6K), JEPI (+3.6K shares, valued at $203.7K); decreased their positions in SCHG (-21.7K shares, valued at $708.2K), SCHX (-5.3K shares, valued at $141.5K), SCHV (-3.2K shares, valued at $94.0K); initiated new positions in N/A (+46.7K shares, valued at $700.9K), JEPI (+3.6K shares, valued at $203.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR2.2M shares-0.96%2025-12-312026-01-21
SCHV SCHWAB STRATEGIC TR1.3M shares-0.25%2025-12-312026-01-21 SCHX SCHWAB STRATEGIC TR1.3M shares-0.42%2025-12-312026-01-21 VOT VANGUARD INDEX FDS33.0K shares0.26%2025-12-312026-01-21 SLYG SPDR SERIES TRUST74.4K shares1.11%2025-12-312026-01-21 SCHD SCHWAB STRATEGIC TR253.2K shares0.76%2025-12-312026-01-21 AAPL APPLE INC23.7K shares0.10%2025-12-312026-01-21 VT VANGUARD INTL EQUITY INDEX F16.3K shares2.67%2025-12-312026-01-21 NVDA NVIDIA CORPORATION11.4K shares-1.23%2025-12-312026-01-21 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-21 IJR ISHARES TR10.2K shares4.61%2025-12-312026-01-21 BA BOEING CO5.6K shares0.00%2025-12-312026-01-21 MSFT MICROSOFT CORP2.3K shares4.31%2025-12-312026-01-21 VXUS VANGUARD STAR FDS14.4K shares1.46%2025-12-312026-01-21 ALPHABET INC ALPHABET INC3.2K shares0.97%2025-12-312026-01-21 TSLA TESLA INC2.1K shares0.00%2025-12-312026-01-21 IMCG ISHARES TR11.6K shares2.05%2025-12-312026-01-21 VGT VANGUARD WORLD FD1.2K shares0.08%2025-12-312026-01-21 AGG ISHARES TR8.7K shares-1.06%2025-12-312026-01-21 FNDX SCHWAB STRATEGIC TR32.0K shares-0.17%2025-12-312026-01-21 MGC VANGUARD WORLD FD3.4K shares0.47%2025-12-312026-01-21 XLK SELECT SECTOR SPDR TR5.9K shares100.20%2025-12-312026-01-21 IVV ISHARES TR1.2K shares0.33%2025-12-312026-01-21 AMZN AMAZON COM INC3.3K shares3.43%2025-12-312026-01-21 EFG ISHARES TR6.4K shares3.68%2025-12-312026-01-21 IWF ISHARES TR1.5K shares0.07%2025-12-312026-01-21 VTI VANGUARD INDEX FDS1.9K shares-0.31%2025-12-312026-01-21 IWY ISHARES TR2.3K shares0.09%2025-12-312026-01-21 ITA ISHARES TR3.0K shares-1.44%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW700 shares-7.53%2025-12-312026-01-21 FHLC FIDELITY COVINGTON TRUST7.8K shares-0.09%2025-12-312026-01-21 AHR AMERICAN HEALTHCARE REIT INC10.4K shares-4.83%2025-12-312026-01-21 USB US BANCORP DEL8.9K shares0.70%2025-12-312026-01-21 IEFA ISHARES TR5.3K shares3.31%2025-12-312026-01-21 GBTC GRAYSCALE BITCOIN TRUST ETF6.7K shares0.00%2025-12-312026-01-21 BROADCOM INC BROADCOM INC1.3K shares-0.45%2025-12-312026-01-21 XMMO INVESCO EXCHANGE TRADED FD T3.1K shares0.16%2025-12-312026-01-21 VYM VANGUARD WHITEHALL FDS2.8K shares10.46%2025-12-312026-01-21 XMHQ INVESCO EXCHANGE TRADED FD T3.9K shares0.18%2025-12-312026-01-21 ALPHABET INC ALPHABET INC1.2K shares3.25%2025-12-312026-01-21 WFC WELLS FARGO CO NEW3.8K shares0.29%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.1.0K shares2.53%2025-12-312026-01-21 XOM EXXON MOBIL CORP2.6K shares0.11%2025-12-312026-01-21 META META PLATFORMS INC452 shares12.72%2025-12-312026-01-21 VUG VANGUARD INDEX FDS547 shares17.89%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON1.2K shares-1.11%2025-12-312026-01-21 WMT WALMART INC2.2K shares4.44%2025-12-312026-01-21 BND VANGUARD BD INDEX FDS3.0K shares12.68%2025-12-312026-01-21 SBUX STARBUCKS CORP2.6K shares-25.85%2025-12-312026-01-21 IVW ISHARES TR1.7K shares0.00%2025-12-312026-01-21 JEPI J P MORGAN EXCHANGE TRADED F3.6K sharesnew addition2025-12-312026-01-21 VZ VERIZON COMMUNICATIONS INC5.0K shares-3.10%2025-12-312026-01-21 BRSP BRIGHTSPIRE CAPITAL INC20.5K shares-0.43%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available