$149 Million is the total value of HC FINANCIAL ADVISORS INC's 348 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 103.8% . HC FINANCIAL ADVISORS INC is a registered-investment adviser.
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBUY | Exit | AMPLIFY ETF TRonlin retl etf | $0 | – | -3 | -100.0% | 0.00% | – |
| DJP | Exit | BARCLAYS BANK PLCdjubs cmdt etn36 | $0 | – | -25 | -100.0% | -0.00% | – |
| NLOK | Exit | NORTONLIFELOCK INC | $0 | – | -50 | -100.0% | -0.00% | – |
| ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -38 | -100.0% | -0.00% | – |
| EBAY | Exit | EBAY INC. | $0 | – | -78 | -100.0% | -0.00% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -90 | -100.0% | -0.00% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -100 | -100.0% | -0.00% | – |
| NATI | Exit | NATIONAL INSTRS CORP | $0 | – | -150 | -100.0% | -0.00% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -100 | -100.0% | -0.00% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -207 | -100.0% | -0.00% | – |
| HEI | Exit | HEICO CORP NEW | $0 | – | -42 | -100.0% | -0.00% | – |
| FRPT | Exit | FRESHPET INC | $0 | – | -100 | -100.0% | -0.01% | – |
| ROL | Exit | ROLLINS INC | $0 | – | -337 | -100.0% | -0.01% | – |
| TER | Exit | TERADYNE INC | $0 | – | -100 | -100.0% | -0.01% | – |
| MMS | Exit | MAXIMUS INC | $0 | – | -166 | -100.0% | -0.01% | – |
| PEGA | Exit | PEGASYSTEMS INC | $0 | – | -150 | -100.0% | -0.01% | – |
| PWR | Exit | QUANTA SVCS INC | $0 | – | -100 | -100.0% | -0.01% | – |
| WSC | Exit | WILLSCOT MOBIL MINI HLDNG CO | $0 | – | -360 | -100.0% | -0.01% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -581 | -100.0% | -0.01% | – |
| POWI | Exit | POWER INTEGRATIONS INC | $0 | – | -164 | -100.0% | -0.01% | – |
| PCTY | Exit | PAYLOCITY HLDG CORP | $0 | – | -92 | -100.0% | -0.01% | – |
| UPST | Exit | UPSTART HLDGS INC | $0 | – | -180 | -100.0% | -0.01% | – |
| IAU | Exit | GOLD TRishares new | $0 | – | -892 | -100.0% | -0.02% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -474 | -100.0% | -0.03% | – |
| LBRDK | Exit | LIBERTY BROADBAND CORP | $0 | – | -367 | -100.0% | -0.03% | – |
| DHRPRA | Exit | DANAHER CORPORATION4.75 mnd cv pfd | $0 | – | -65 | -100.0% | -0.08% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -9,040 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-25
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.