The Analysis of HRC WEALTH MANAGEMENT, LLC's Holdings
Currently, HRC WEALTH MANAGEMENT, LLC holds 55 types of securities in its portfolio with a total value $205.1M. In the most recent quarter, they have increased their positions in VOT (+1.8K shares, valued at $522.4K), SCHV (+14.3K shares, valued at $416.2K), SCHX (+9.3K shares, valued at $246.2K); decreased their positions in VGT (-47 shares, valued at $35.1K), AGG (-229 shares, valued at $23.0K), SBUX (-262 shares, valued at $22.2K); initiated new positions in JNJ (+1.3K shares, valued at $233.4K), VUG (+464 shares, valued at $222.3K), IVW (+1.7K shares, valued at $206.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR2.3M shares0.09%2025-09-302025-10-15
SCHV SCHWAB STRATEGIC TR1.3M shares1.12%2025-09-302025-10-15 SCHX SCHWAB STRATEGIC TR1.3M shares0.75%2025-09-302025-10-15 VOT VANGUARD INDEX FDS32.9K shares5.71%2025-09-302025-10-15 SLYG SPDR SERIES TRUST73.6K shares1.17%2025-09-302025-10-15 SCHD SCHWAB STRATEGIC TR251.3K shares1.03%2025-09-302025-10-15 AAPL APPLE INC23.7K shares0.02%2025-09-302025-10-15 VT VANGUARD INTL EQUITY INDEX F15.9K shares3.02%2025-09-302025-10-15 NVDA NVIDIA CORPORATION11.5K shares0.20%2025-09-302025-10-15 QQQ INVESCO QQQ TR2.8K shares0.11%2025-09-302025-10-15 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-15 BA BOEING CO5.6K shares0.00%2025-09-302025-10-15 IJR ISHARES TR9.7K shares9.23%2025-09-302025-10-15 MSFT MICROSOFT CORP2.2K shares0.09%2025-09-302025-10-15 VXUS VANGUARD STAR FDS14.2K shares-0.56%2025-09-302025-10-15 TSLA TESLA INC2.1K shares0.00%2025-09-302025-10-15 IMCG ISHARES TR11.4K shares0.64%2025-09-302025-10-15 AGG ISHARES TR8.8K shares-2.53%2025-09-302025-10-15 VGT VANGUARD WORLD FD1.2K shares-3.83%2025-09-302025-10-15 FNDX SCHWAB STRATEGIC TR32.0K shares0.99%2025-09-302025-10-15 MGC VANGUARD WORLD FD3.4K shares5.68%2025-09-302025-10-15 XLK SELECT SECTOR SPDR TR2.9K shares0.86%2025-09-302025-10-15 IVV ISHARES TR1.2K shares5.87%2025-09-302025-10-15 GOOG ALPHABET INC3.2K shares0.91%2025-09-302025-10-15 COST COSTCO WHSL CORP NEW757 shares-0.39%2025-09-302025-10-15 EFG ISHARES TR6.1K shares1.37%2025-09-302025-10-15 AMZN AMAZON COM INC3.2K shares0.54%2025-09-302025-10-15 IWF ISHARES TR1.5K shares1.25%2025-09-302025-10-15 IWY ISHARES TR2.3K shares1.37%2025-09-302025-10-15 VTI VANGUARD INDEX FDS1.9K shares0.00%2025-09-302025-10-15 ITA ISHARES TR3.0K shares-0.50%2025-09-302025-10-15 GBTC GRAYSCALE BITCOIN TRUST ETF6.7K shares25.10%2025-09-302025-10-15 FHLC FIDELITY COVINGTON TRUST7.8K shares0.83%2025-09-302025-10-15 AHR AMERICAN HEALTHCARE REIT INC11.0K shares-1.59%2025-09-302025-10-15 IEFA ISHARES TR5.1K shares0.57%2025-09-302025-10-15 AVGO BROADCOM INC1.3K shares0.08%2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL858 shares0.00%2025-09-302025-10-15 USB US BANCORP DEL8.8K shares0.74%2025-09-302025-10-15 XMMO INVESCO EXCHANGE TRADED FD T3.1K shares14.95%2025-09-302025-10-15 XMHQ INVESCO EXCHANGE TRADED FD T3.9K shares1.61%2025-09-302025-10-15 VYM VANGUARD WHITEHALL FDS2.6K shares16.57%2025-09-302025-10-15 WFC WELLS FARGO CO NEW3.8K shares0.26%2025-09-302025-10-15 JPM JPMORGAN CHASE & CO.987 shares0.00%2025-09-302025-10-15 SBUX STARBUCKS CORP3.6K shares-6.86%2025-09-302025-10-15 XOM EXXON MOBIL CORP2.6K shares0.11%2025-09-302025-10-15 META META PLATFORMS INC401 shares0.00%2025-09-302025-10-15 GOOGL ALPHABET INC1.2K shares-0.08%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON1.3K sharesnew addition2025-09-302025-10-15 VZ VERIZON COMMUNICATIONS INC5.2K shares0.47%2025-09-302025-10-15 VUG VANGUARD INDEX FDS464 sharesnew addition2025-09-302025-10-15 WMT WALMART INC2.1K shares-0.05%2025-09-302025-10-15 IVW ISHARES TR1.7K sharesnew addition2025-09-302025-10-15 BND VANGUARD BD INDEX FDS2.7K sharesnew addition2025-09-302025-10-15 CVX CHEVRON CORP NEW1.3K sharesnew addition2025-09-302025-10-15 BRSP BRIGHTSPIRE CAPITAL INC20.6K shares0.00%2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available