$95.3 Million is the total value of HC FINANCIAL ADVISORS INC's 44 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 10.0% . HC FINANCIAL ADVISORS INC is a registered-investment adviser.
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $4,782,000 | -7.6% | 98,897 | -9.4% | 5.02% | -56.5% |
| TDTT | Sell | FLEXSHARES TRiboxx 3r targt | $4,159,000 | -6.9% | 170,962 | -8.8% | 4.36% | -56.2% |
| NFRA | Sell | FLEXSHARES TRstoxx globr inf | $2,869,000 | +8.8% | 57,966 | -4.0% | 3.01% | -48.9% |
| BDX | Sell | BECTON DICKINSON & CO | $2,622,000 | +10.6% | 10,501 | -0.2% | 2.75% | -48.0% |
| AMGN | Sell | AMGEN INC | $1,994,000 | -7.0% | 10,494 | -4.7% | 2.09% | -56.3% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,899,000 | +21.1% | 10,788 | -3.0% | 1.99% | -43.1% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,580,000 | +1.7% | 26,003 | -7.9% | 1.66% | -52.2% |
| EZM | Sell | WISDOMTREE TRus midcp earning | $1,144,000 | +11.4% | 29,078 | -2.9% | 1.20% | -47.6% |
| DON | Sell | WISDOMTREE TRus midcap divid | $510,000 | +2.0% | 14,241 | -9.9% | 0.54% | -52.1% |
| DWDP | Exit | DOWDUPONT INC | $0 | – | -15,710 | -100.0% | -1.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-23
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.