HC Advisors, LLC Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$124.6B
Holdings
59
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHRSCHWAB STRATEGIC TR | 764,811 | $18.6B | 14.91% | |
| 2 | FDLFIRST TR MORNINGSTAR DIV LEA | 369,217 | $14.9B | 11.93% | |
| 3 | IYWISHARES TR | 75,529 | $12.0B | 9.67% | |
| 4 | SCHESCHWAB STRATEGIC TR | 325,571 | $8.7B | 6.96% | |
| 5 | SCHDSCHWAB STRATEGIC TR | 240,094 | $6.6B | 5.26% | |
| 6 | DESWISDOMTREE TR | 188,954 | $6.5B | 5.21% | |
| 7 | SCHGSCHWAB STRATEGIC TR | 199,528 | $5.6B | 4.46% | |
| 8 | VDCVanguard Consumer Staples | 21,067 | $4.5B | 3.57% | |
| 9 | IYFISHARES TR | 38,563 | $4.3B | 3.42% | |
| 10 | SCHZSchwab US Agg Bond ETF | 175,384 | $4.0B | 3.20% | |
| 11 | IYHISHARES TR | 64,172 | $3.7B | 3.00% | |
| 12 | GRNDGRINDR INC | 183,679 | $3.3B | 2.63% | |
| 13 | IXP*ISHARES TR | 31,509 | $3.0B | 2.44% | |
| 14 | SCHMSCHWAB STRATEGIC TR | 103,011 | $2.9B | 2.29% | |
| 15 | VDEVANGUARD WORLD FDS | 23,491 | $2.8B | 2.29% | |
| 16 | SCHASCHWAB STRATEGIC TR | 100,604 | $2.6B | 2.09% | |
| 17 | AAPLAPPLE INC | 5,920 | $1.5B | 1.19% | |
| 18 | PHYS/USPROTT PHYSICAL GOLD TRUST | 71,206 | $1.4B | 1.15% | |
| 19 | SGDMSPROTT ETF TRUST | 47,815 | $1.3B | 1.07% | |
| 20 | PSLV/USPROTT PHYSICAL SILVER TR | 121,901 | $1.2B | 0.94% | |
| 21 | NVDANVIDIA CORPORATION | 8,491 | $1.1B | 0.92% | |
| 22 | GRNDGRINDR INC | 137,033 | $925.0M | 0.74% | |
| 23 | HQYHEALTHEQUITY INC | 9,030 | $866.4M | 0.70% | |
| 24 | SCHFSchwab Int'l Equity ETF | 41,510 | $767.9M | 0.62% | |
| 25 | JPMJPMORGAN CHASE & CO. | 3,102 | $743.8M | 0.60% | |
| 26 | RTXRTX CORPORATION | 5,633 | $651.9M | 0.52% | |
| 27 | HDHOME DEPOT INC | 1,656 | $644.2M | 0.52% | |
| 28 | CVXCHEVRON CORP NEW | 3,779 | $547.4M | 0.44% | |
| 29 | BABAALIBABA GROUP HLDG LTD | 6,079 | $515.4M | 0.41% | |
| 30 | XOMEXXON MOBIL CORP | 4,600 | $494.8M | 0.40% | |
| 31 | VTIVANGUARD INDEX FDS | 1,701 | $493.0M | 0.40% | |
| 32 | SPYSPDR S&P 500 ETF TR | 827 | $484.7M | 0.39% | |
| 33 | MSFTMICROSOFT CORP | 1,085 | $457.4M | 0.37% | |
| 34 | BACBK OF AMERICA CORP | 10,104 | $444.1M | 0.36% | |
| 35 | KOCoca Cola Company | 7,128 | $443.8M | 0.36% | |
| 36 | AONAON PLC | 1,199 | $430.6M | 0.35% | |
| 37 | SCHOSCHWAB STRATEGIC TR | 15,601 | $375.4M | 0.30% | |
| 38 | DALDELTA AIR LINES INC DEL | 5,651 | $341.9M | 0.27% | |
| 39 | WFCWELLS FARGO CO NEW | 4,848 | $340.6M | 0.27% | |
| 40 | SPPPSPROTT PHYSICAL PLAT PALLAD | 37,217 | $330.9M | 0.27% | |
| 41 | WMWASTE MGMT INC DEL | 1,632 | $329.3M | 0.26% | |
| 42 | DVYAISHARES INC | 8,825 | $316.0M | 0.25% | |
| 43 | AMZNAMAZON COM INC | 1,361 | $298.6M | 0.24% | |
| 44 | IDV*ISHARES TR | 10,505 | $287.6M | 0.23% | |
| 45 | AXPAMERICAN EXPRESS CO | 935 | $277.6M | 0.22% | |
| 46 | CARRCARRIER GLOBAL CORPORATION | 3,502 | $239.0M | 0.19% | |
| 47 | SCHBSCHWAB STRATEGIC TR | 10,188 | $231.3M | 0.19% | |
| 48 | HDVISHARES TR | 2,000 | $224.5M | 0.18% | |
| 49 | AFLAFLAC INC | 2,165 | $223.9M | 0.18% | |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL | 472 | $214.0M | 0.17% | |
| 51 | JNJJOHNSON & JOHNSON | 1,476 | $213.5M | 0.17% | |
| 52 | QCOMQUALCOMM INC | 1,325 | $203.5M | 0.16% | |
| 53 | AQLTISHARES TR | 1,547 | $203.2M | 0.16% | |
| 54 | MRKMERCK & CO INC | 2,010 | $200.0M | 0.16% | |
| 55 | SOSOUTHERN CO | 2,327 | $191.6M | 0.15% | |
| 56 | MTTR*MATTERPORT INC | 30,000 | $142.2M | 0.11% | |
| 57 | NGDNEW GOLD INC CDA | 33,800 | $83.8M | 0.07% | |
| 58 | ALXOALX ONCOLOGY HLDGS INC | 15,475 | $25.8M | 0.02% | |
| 59 | GDEVNEXTERS INC | 17,100 | $286K | 0.00% |