$163 Million is the total value of HC Advisors, LLC's 82 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LLY | New | LILLY ELI & CO | $750,000 | – | 3,268 | +100.0% | 0.46% | – |
| CLDX | New | CELLDEX THERAPEUTICS INC NE | $215,000 | – | 6,416 | +100.0% | 0.13% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $214,000 | – | 4,173 | +100.0% | 0.13% | – |
| SGDM | New | SPROTT ETF TRUSTgold miners etf | $209,000 | – | 7,393 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 10.5% |
| MICROSOFT CORP | 16 | Q3 2023 | 7.2% |
| Vanguard Total Stock Mkt | 15 | Q3 2023 | 19.5% |
| SCHWAB STRATEGIC TR | 15 | Q3 2023 | 17.7% |
| Schwab US TIPS ETF | 15 | Q3 2023 | 7.1% |
| iShares Treasury 7-10 Yr Bond | 15 | Q3 2023 | 13.9% |
| SCHWAB STRATEGIC TR | 15 | Q3 2023 | 5.9% |
| iShares US Tech ETF | 15 | Q3 2023 | 4.6% |
| iShares US Financials ETF | 15 | Q3 2023 | 5.0% |
| SCHWAB STRATEGIC TR | 15 | Q3 2023 | 3.7% |
View HC Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-02 |
| 13F-HR | 2021-10-29 |
View HC Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.