HRC WEALTH MANAGEMENT, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$161.2B
Holdings
52
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHGSCHWAB STRATEGIC TR | 2,148,750 | $53.8B | 33.39% | |
| 2 | SCHVSCHWAB STRATEGIC TR | 1,199,842 | $31.9B | 19.79% | |
| 3 | SCHXSCHWAB STRATEGIC TR | 1,163,186 | $25.7B | 15.94% | |
| 4 | SCHDSCHWAB STRATEGIC TR | 246,575 | $6.9B | 4.28% | |
| 5 | VOTVANGUARD INDEX FDS | 25,372 | $6.2B | 3.85% | |
| 6 | SLYGSPDR SER TR | 70,577 | $5.9B | 3.63% | |
| 7 | AAPLAPPLE INC | 23,404 | $5.2B | 3.23% | |
| 8 | VTVANGUARD INTL EQUITY INDEX F | 15,634 | $1.8B | 1.12% | |
| 9 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.6B | 0.99% | |
| 10 | NDQINVESCO QQQ TR | 2,706 | $1.3B | 0.79% | |
| 11 | NVDANVIDIA CORPORATION | 11,480 | $1.2B | 0.77% | |
| 12 | AGGISHARES TR | 9,764 | $965.9M | 0.60% | |
| 13 | BABOEING CO | 5,609 | $956.6M | 0.59% | |
| 14 | VXUSVANGUARD STAR FDS | 14,309 | $888.6M | 0.55% | |
| 15 | IJRISHARES TR | 8,407 | $879.2M | 0.55% | |
| 16 | IMCGISHARES TR | 11,706 | $836.1M | 0.52% | |
| 17 | MSFTMICROSOFT CORP | 2,034 | $763.6M | 0.47% | |
| 18 | FNDXSCHWAB STRATEGIC TR | 31,554 | $745.0M | 0.46% | |
| 19 | COSTCOSTCO WHSL CORP NEW | 761 | $719.3M | 0.45% | |
| 20 | VGTVANGUARD WORLD FD | 1,225 | $664.6M | 0.41% | |
| 21 | IVVISHARES TR | 1,154 | $648.7M | 0.40% | |
| 22 | MGCVANGUARD WORLD FD | 3,205 | $645.3M | 0.40% | |
| 23 | EFGISHARES TR | 6,031 | $603.1M | 0.37% | |
| 24 | XLKSELECT SECTOR SPDR TR | 2,891 | $597.0M | 0.37% | |
| 25 | AMZNAMAZON COM INC | 3,128 | $595.1M | 0.37% | |
| 26 | TSLATESLA INC | 2,090 | $541.6M | 0.34% | |
| 27 | FHLCFIDELITY COVINGTON TRUST | 7,720 | $527.4M | 0.33% | |
| 28 | VTIVANGUARD INDEX FDS | 1,916 | $526.5M | 0.33% | |
| 29 | IWFISHARES TR | 1,440 | $520.0M | 0.32% | |
| 30 | GOOGALPHABET INC | 3,152 | $492.4M | 0.31% | |
| 31 | IWYISHARES TR | 2,266 | $478.0M | 0.30% | |
| 32 | ITA*ISHARES TR | 3,009 | $460.6M | 0.29% | |
| 33 | XMHQINVESCO EXCHANGE TRADED FD T | 4,343 | $397.6M | 0.25% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 729 | $388.3M | 0.24% | |
| 35 | SBUXSTARBUCKS CORP | 3,814 | $374.1M | 0.23% | |
| 36 | USBUS BANCORP DEL | 8,706 | $367.6M | 0.23% | |
| 37 | AQLTISHARES TR | 4,694 | $355.1M | 0.22% | |
| 38 | XMMOINVESCO EXCHANGE TRADED FD T | 3,063 | $348.4M | 0.22% | |
| 39 | AHRAMERICAN HEALTHCARE REIT INC | 11,142 | $337.6M | 0.21% | |
| 40 | XOMEXXON MOBIL CORP | 2,642 | $314.2M | 0.19% | |
| 41 | GBTCGRAYSCALE BITCOIN TRUST ETF | 4,669 | $304.3M | 0.19% | |
| 42 | WFCWELLS FARGO CO NEW | 3,800 | $272.8M | 0.17% | |
| 43 | VYMVANGUARD WHITEHALL FDS | 2,041 | $263.2M | 0.16% | |
| 44 | LLYELI LILLY & CO | 300 | $247.8M | 0.15% | |
| 45 | JPMJPMORGAN CHASE & CO. | 986 | $242.0M | 0.15% | |
| 46 | METAMETA PLATFORMS INC | 401 | $231.1M | 0.14% | |
| 47 | BACVERIZON COMMUNICATIONS INC | 4,969 | $225.4M | 0.14% | |
| 48 | AVGOBROADCOM INC | 1,319 | $220.8M | 0.14% | |
| 49 | CVXCHEVRON CORP NEW | 1,292 | $216.2M | 0.13% | |
| 50 | JNJJOHNSON & JOHNSON | 1,273 | $211.1M | 0.13% | |
| 51 | EPDENTERPRISE PRODS PARTNERS L | 6,068 | $207.2M | 0.13% | |
| 52 | BRSPBRIGHTSPIRE CAPITAL INC | 20,565 | $114.3M | 0.07% |