$44.8 Million is the total value of HC FINANCIAL ADVISORS INC's 21 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - . HC FINANCIAL ADVISORS INC is a registered-investment adviser.
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $5,173,000 | – | 109,209 | +100.0% | 11.54% | – |
| TDTT | New | FLEXSHARES TRiboxx 3r targt | $4,466,000 | – | 187,475 | +100.0% | 9.96% | – |
| AAPL | New | APPLE INC | $3,481,000 | – | 22,067 | +100.0% | 7.77% | – |
| V | New | VISA INC | $3,421,000 | – | 25,929 | +100.0% | 7.63% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $2,674,000 | – | 109,011 | +100.0% | 5.97% | – |
| NFRA | New | FLEXSHARES TRstoxx globr inf | $2,637,000 | – | 60,352 | +100.0% | 5.88% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $2,589,000 | – | 19,744 | +100.0% | 5.78% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $2,518,000 | – | 44,780 | +100.0% | 5.62% | – |
| BDX | New | BECTON DICKINSON & CO | $2,370,000 | – | 10,518 | +100.0% | 5.29% | – |
| AMGN | New | AMGEN INC | $2,144,000 | – | 11,016 | +100.0% | 4.78% | – |
| DUK | New | DUKE ENERGY CORP NEW | $1,931,000 | – | 22,370 | +100.0% | 4.31% | – |
| QDF | New | FLEXSHARES TRqualt divd idx | $1,774,000 | – | 44,568 | +100.0% | 3.96% | – |
| ACN | New | ACCENTURE PLC IRELAND | $1,568,000 | – | 11,120 | +100.0% | 3.50% | – |
| IEFA | New | ISHARES TRcore msci eafe | $1,553,000 | – | 28,235 | +100.0% | 3.46% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $1,524,000 | – | 17,763 | +100.0% | 3.40% | – |
| CSCO | New | CISCO SYS INC | $1,149,000 | – | 26,514 | +100.0% | 2.56% | – |
| EZM | New | WISDOMTREE TRus midcp earning | $1,027,000 | – | 29,943 | +100.0% | 2.29% | – |
| ABT | New | ABBOTT LABS | $904,000 | – | 12,499 | +100.0% | 2.02% | – |
| DWDP | New | DOWDUPONT INC | $840,000 | – | 15,710 | +100.0% | 1.87% | – |
| PWB | New | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $576,000 | – | 13,886 | +100.0% | 1.28% | – |
| DON | New | WISDOMTREE TRus midcap divid | $500,000 | – | 15,799 | +100.0% | 1.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SSGA ACTIVE ETF TR | 16 | Q2 2022 | 11.5% |
| APPLE INC | 16 | Q2 2022 | 7.8% |
| VISA INC | 16 | Q2 2022 | 7.6% |
| AUTOMATIC DATA PROCESSING IN | 16 | Q2 2022 | 5.8% |
| FLEXSHARES TR | 16 | Q2 2022 | 5.9% |
| WISDOMTREE TR | 16 | Q2 2022 | 6.0% |
| BECTON DICKINSON & CO | 16 | Q2 2022 | 5.3% |
| VERIZON COMMUNICATIONS INC | 16 | Q2 2022 | 5.6% |
| DUKE ENERGY CORP NEW | 16 | Q2 2022 | 4.3% |
| FLEXSHARES TR | 16 | Q2 2022 | 4.0% |
View HC FINANCIAL ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-10-19 |
| 13F-HR | 2021-07-28 |
| 13F-HR | 2021-04-21 |
| 13F-HR | 2021-01-26 |
| 13F-HR | 2020-10-30 |
| 13F-HR | 2020-07-28 |
| 13F-HR | 2020-04-08 |
View HC FINANCIAL ADVISORS INC'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.