$172 Million is the total value of HC Advisors, LLC's 83 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DAL | New | DELTA AIR LINES INC DEL | $328,488 | – | 6,909 | +100.0% | 0.19% | – |
GOOGL | New | ALPHABET INCcap stk cl a | $217,854 | – | 1,820 | +100.0% | 0.13% | – |
GPC | New | GENUINE PARTS CO | $203,584 | – | 1,203 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
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 | 2024-05-14 |
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 |
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.