HRC WEALTH MANAGEMENT, LLC holdings history

Add to watchlist

44 is the total number of securities HRC WEALTH MANAGEMENT, LLC has owned. The longest HRC WEALTH MANAGEMENT, LLC has owned a single stock is 3 quarters.

HRC WEALTH MANAGEMENT, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHG SCHWAB STRATEGIC TR3334.70%35.75%36.28%Q4 2023Q2 20243
SCHV SCHWAB STRATEGIC TR3319.78%21.34%23.04%Q4 2023Q2 20243
SCHX SCHWAB STRATEGIC TR3317.10%17.70%18.68%Q4 2023Q2 20243
SCHD SCHWAB STRATEGIC TR334.52%4.89%5.18%Q4 2023Q2 20243
VOT VANGUARD INDEX FDS332.96%3.12%3.23%Q4 2023Q2 20243
AAPL APPLE INC332.64%3.04%3.46%Q4 2023Q2 20243
VT VANGUARD INTL EQUITY I...331.34%1.45%1.68%Q4 2023Q2 20243
BA BOEING CO330.67%0.88%1.20%Q4 2023Q2 20243
IJR ISHARES TR330.71%0.82%0.99%Q4 2023Q2 20243
AGG ISHARES TR330.67%0.79%0.93%Q4 2023Q2 20243
IMCG ISHARES TR330.60%0.72%0.89%Q4 2023Q2 20243
QQQ INVESCO QQQ TR330.63%0.72%0.81%Q4 2023Q2 20243
EFG ISHARES TR330.45%0.49%0.54%Q4 2023Q2 20243
NVDA NVIDIA CORPORATION330.28%0.46%0.67%Q4 2023Q2 20243
VXUS VANGUARD STAR FDS330.39%0.43%0.48%Q4 2023Q2 20243
FHLC FIDELITY COVINGTON TRUST330.39%0.41%0.45%Q4 2023Q2 20243
MSFT MICROSOFT CORP330.29%0.29%0.29%Q4 2023Q2 20243
USB US BANCORP DEL330.23%0.28%0.32%Q4 2023Q2 20243
IWF ISHARES TR330.20%0.27%0.30%Q4 2023Q2 20243
XOM EXXON MOBIL CORP330.24%0.25%0.26%Q4 2023Q2 20243
SPY SPDR S&P 500 ETF TR330.23%0.24%0.25%Q4 2023Q2 20243
COST COSTCO WHSL CORP NEW330.21%0.23%0.25%Q4 2023Q2 20243
MGC VANGUARD WORLD FD330.18%0.20%0.21%Q4 2023Q2 20243
VYM VANGUARD WHITEHALL FDS330.16%0.17%0.18%Q4 2023Q2 20243
BRSP BRIGHTSPIRE CAPITAL INC330.04%0.06%0.07%Q4 2023Q2 20243
SLYG SPDR SER TR223.60%3.60%3.60%Q1 2024Q2 20242
VGT VANGUARD WORLD FD220.43%0.44%0.44%Q1 2024Q2 20242
FNDX SCHWAB STRATEGIC TR220.43%0.43%0.43%Q1 2024Q2 20242
XLK SELECT SECTOR SPDR TR220.38%0.39%0.39%Q1 2024Q2 20242
XMHQ INVESCO EXCHANGE TRADE...220.26%0.28%0.30%Q1 2024Q2 20242
IWY ISHARES TR220.26%0.26%0.27%Q1 2024Q2 20242
SYLD CAMBRIA ETF TR220.25%0.26%0.27%Q1 2024Q2 20242
IVV ISHARES TR220.21%0.22%0.22%Q1 2024Q2 20242
SPGP INVESCO EXCHANGE TRADE...220.20%0.20%0.22%Q1 2024Q2 20242
DSTL ETF SER SOLUTIONS220.20%0.20%0.21%Q1 2024Q2 20242
GRAYSCALE BITCOIN TR BTC220.17%0.19%0.22%Q1 2024Q2 20242
LLY ELI LILLY & CO220.17%0.18%0.19%Q1 2024Q2 20242
BRKB BERKSHIRE HATHAWAY INC...220.15%0.18%0.20%Q1 2024Q2 20242
SBUX STARBUCKS CORP220.16%0.17%0.19%Q4 2023Q1 20242
TSLA TESLA INC110.14%0.16%0.19%Q4 2023Q2 20242
WFC WELLS FARGO CO NEW220.15%0.16%0.16%Q1 2024Q2 20242
HYLN HYLIION HOLDINGS CORP220.01%0.01%0.01%Q1 2024Q2 20242
IEFA ISHARES TR110.22%0.22%0.22%Q2 2024Q2 20241
GOOGL ALPHABET INC110.15%0.15%0.15%Q2 2024Q2 20241
 Download

The securities at the top of the list , including SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of HRC WEALTH MANAGEMENT, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by HRC WEALTH MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that HRC WEALTH MANAGEMENT, LLC owns currently or has owned in the past.