HC Advisors, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$133.5B
Holdings
62
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (62 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHRSCHWAB STRATEGIC TR | 812,470 | $20.2B | 15.13% | |
| 2 | FDLFIRST TR MORNINGSTAR DIV LEA | 378,754 | $16.5B | 12.32% | |
| 3 | IYWISHARES TR | 84,182 | $11.8B | 8.85% | |
| 4 | SCHESCHWAB STRATEGIC TR | 341,820 | $9.4B | 7.06% | |
| 5 | SCHDSCHWAB STRATEGIC TR | 238,062 | $6.7B | 4.99% | |
| 6 | DESWISDOMTREE TR | 193,829 | $6.2B | 4.64% | |
| 7 | SCHGSCHWAB STRATEGIC TR | 200,271 | $5.0B | 3.76% | |
| 8 | GRNDGRINDR INC | 268,184 | $4.8B | 3.60% | |
| 9 | VDCVanguard Consumer Staples | 21,369 | $4.7B | 3.50% | |
| 10 | SCHZSchwab US Agg Bond ETF | 186,922 | $4.3B | 3.24% | |
| 11 | IYFISHARES TR | 37,918 | $4.3B | 3.20% | |
| 12 | IYHISHARES TR | 68,230 | $4.2B | 3.11% | |
| 13 | VTIVANGUARD INDEX FDS | 11,823 | $3.2B | 2.43% | |
| 14 | VDEVANGUARD WORLD FDS | 23,786 | $3.1B | 2.31% | |
| 15 | IXP*ISHARES TR | 29,069 | $2.8B | 2.11% | |
| 16 | SCHMSCHWAB STRATEGIC TR | 102,620 | $2.7B | 2.01% | |
| 17 | SCHASCHWAB STRATEGIC TR | 102,214 | $2.4B | 1.79% | |
| 18 | SGDMSPROTT ETF TRUST | 48,140 | $1.8B | 1.37% | |
| 19 | PHYS/USPROTT PHYSICAL GOLD TRUST | 71,206 | $1.7B | 1.28% | |
| 20 | PSLV/USPROTT PHYSICAL SILVER TR | 122,601 | $1.4B | 1.07% | |
| 21 | AAPLAPPLE INC | 5,903 | $1.3B | 0.98% | |
| 22 | SCHFSchwab Int'l Equity ETF | 41,001 | $811.0M | 0.61% | |
| 23 | BABAALIBABA GROUP HLDG LTD | 6,005 | $794.0M | 0.59% | |
| 24 | HQYHEALTHEQUITY INC | 8,880 | $784.7M | 0.59% | |
| 25 | RTXRTX CORPORATION | 5,658 | $749.5M | 0.56% | |
| 26 | NVDANVIDIA CORPORATION | 6,822 | $739.5M | 0.55% | |
| 27 | JPMJPMORGAN CHASE & CO. | 2,868 | $703.7M | 0.53% | |
| 28 | HDHOME DEPOT INC | 1,707 | $625.6M | 0.47% | |
| 29 | CVXCHEVRON CORP NEW | 3,735 | $624.8M | 0.47% | |
| 30 | XOMEXXON MOBIL CORP | 4,348 | $517.2M | 0.39% | |
| 31 | KOCoca Cola Company | 7,128 | $510.6M | 0.38% | |
| 32 | AONAON PLC | 1,199 | $478.5M | 0.36% | |
| 33 | SPYSPDR S&P 500 ETF TR | 805 | $450.3M | 0.34% | |
| 34 | SCHOSCHWAB STRATEGIC TR | 16,871 | $410.6M | 0.31% | |
| 35 | BACBK OF AMERICA CORP | 9,679 | $403.9M | 0.30% | |
| 36 | SOSOUTHERN CO | 4,283 | $393.8M | 0.29% | |
| 37 | SPPPSPROTT PHYSICAL PLAT PALLAD | 37,331 | $371.1M | 0.28% | |
| 38 | GEGE AEROSPACE | 1,725 | $345.3M | 0.26% | |
| 39 | VYMVANGUARD WHITEHALL FDS | 2,587 | $333.6M | 0.25% | |
| 40 | MSFTMICROSOFT CORP | 873 | $328.0M | 0.25% | |
| 41 | VCITVANGUARD SCOTTSDALE FDS | 3,828 | $313.0M | 0.23% | |
| 42 | WFCWELLS FARGO CO NEW | 3,999 | $287.1M | 0.22% | |
| 43 | AMZNAMAZON COM INC | 1,455 | $276.8M | 0.21% | |
| 44 | ECLECOLAB INC | 1,049 | $265.9M | 0.20% | |
| 45 | WMWASTE MGMT INC DEL | 1,112 | $257.4M | 0.19% | |
| 46 | AXPAMERICAN EXPRESS CO | 937 | $252.1M | 0.19% | |
| 47 | BRK/BBERKSHIRE HATHAWAY INC DEL | 472 | $251.4M | 0.19% | |
| 48 | DALDELTA AIR LINES INC DEL | 5,666 | $247.0M | 0.19% | |
| 49 | HDVISHARES TR | 2,000 | $242.2M | 0.18% | |
| 50 | AFLAFLAC INC | 2,165 | $240.7M | 0.18% | |
| 51 | BDXBECTON DICKINSON & CO | 1,000 | $229.1M | 0.17% | |
| 52 | CARRCARRIER GLOBAL CORPORATION | 3,502 | $222.0M | 0.17% | |
| 53 | JNJJOHNSON & JOHNSON | 1,335 | $221.4M | 0.17% | |
| 54 | SCHBSCHWAB STRATEGIC TR | 10,188 | $219.3M | 0.16% | |
| 55 | MMM3M CO | 1,477 | $217.0M | 0.16% | |
| 56 | AQLTISHARES TR | 1,548 | $207.9M | 0.16% | |
| 57 | QCOMQUALCOMM INC | 1,325 | $203.5M | 0.15% | |
| 58 | GPCGENUINE PARTS CO | 1,665 | $198.4M | 0.15% | |
| 59 | PLUNPLUG POWER INC | 105,000 | $141.8M | 0.11% | |
| 60 | NGDNEW GOLD INC CDA | 33,800 | $125.4M | 0.09% | |
| 61 | ALXOALX ONCOLOGY HLDGS INC | 21,500 | $13.4M | 0.01% | |
| 62 | GDEVNEXTERS INC | 17,100 | $371K | 0.00% |