$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
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.