Hrc Wealth Management, LLC Purchases in Q3 2025

Hrc Wealth Management, LLC

  • $205 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.04K
+ 0.09%
$28.92 - $32.19 $59.1K - $65.8K
2.27M $72.4B
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.35K
+ 0.75%
$24.46 - $26.5 $229K - $248K
1.26M $33.1B
SCHV
Schwab Strategic Tr Us Large C

ETFs
14.3K
+ 1.12%
$27.61 - $29.15 $395K - $417K
1.29M $37.6B
AAPL
Apple Inc.

Technology
4
+ 0.02%
$202.38 - $256.87 $810 - $1.03K
23.7K $6.03B
VOT
Vanguard Mid Cap Growth Index

ETFs
1.78K
+ 5.71%
$282.75 - $294.19 $503K - $523K
32.9K $9.67B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
848
+ 1.17%
$87.69 - $96.0 $74.4K - $81.4K
73.6K $6.94B
NVDA
Nvidia Corp

Technology
23
+ 0.2%
$153.3 - $186.58 $3.53K - $4.29K
11.5K $2.15B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.57K
+ 1.03%
$26.38 - $27.95 $67.8K - $71.8K
251K $6.86B
JNJ
Johnson & Johnson

Healthcare
1.26K
New
$155.17 - $185.42 $195K - $233K
1.26K $233M
VUG
Vanguard Growth ETF

ETFs
464
New
$433.97 - $484.08 $201K - $225K
464 $222M
VT
Vanguard Total World Stk Index

ETFs
466
+ 3.02%
$128.41 - $138.03 $59.8K - $64.3K
15.9K $2.19B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.71K
New
$108.97 - $121.65 $187K - $209K
1.71K $207M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.71K
New
$72.57 - $74.72 $196K - $202K
2.71K $201M
CVX
Chevron Corp

Energy
1.29K
New
$145.57 - $161.83 $188K - $209K
1.29K $201M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
822
+ 9.23%
$108.46 - $120.63 $89.2K - $99.2K
9.73K $1.16B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.35K
+ 25.1%
$82.96 - $95.7 $112K - $129K
6.72K $604M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.11%
$546.99 - $602.2 $1.64K - $1.81K
2.84K $1.7B
MGC
Vanguard Mega Cap ETF

ETFs
182
+ 5.68%
$224.2 - $245.55 $40.8K - $44.7K
3.39K $827M
IVV
Ishares Core S&P 500 ETF

ETFs
68
+ 5.87%
$620.67 - $670.08 $42.2K - $45.6K
1.23K $820M
XLK
Technology Sector Spdr

ETFs
25
+ 0.86%
$250.97 - $282.66 $6.27K - $7.07K
2.93K $826M
AVGO
Broadcom Inc.

Technology
1
+ 0.08%
$264.74 - $369.57 $265 - $370
1.33K $438M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
399
+ 14.95%
$128.6 - $136.01 $51.3K - $54.3K
3.07K $415M
IWF
Ishares Russell 1000 Gr ETF

ETFs
18
+ 1.25%
$420.11 - $472.68 $7.56K - $8.51K
1.46K $683M
IWY
Ishares Tr Russell 200 Growth

ETFs
31
+ 1.37%
$243.93 - $275.62 $7.56K - $8.54K
2.3K $629M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
364
+ 16.57%
$132.9 - $142.03 $48.4K - $51.7K
2.56K $361M
FNDX
Schwab Fundamental U S Large C

ETFs
314
+ 0.99%
$24.38 - $26.34 $7.66K - $8.27K
32K $842M
MSFT
Microsoft Corp

Technology
2
+ 0.09%
$491.09 - $535.64 $982 - $1.07K
2.23K $1.15B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
72
+ 0.64%
$79.89 - $83.25 $5.75K - $5.99K
11.4K $944M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
62
+ 1.61%
$98.53 - $107.1 $6.11K - $6.64K
3.91K $411M
USB
Us Bancorp \De\

Financial Services
65
+ 0.74%
$43.94 - $50.41 $2.86K - $3.28K
8.85K $428M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
64
+ 0.83%
$61.56 - $66.95 $3.94K - $4.28K
7.79K $521M
IEFA
Ishares Tr

ETFs
29
+ 0.57%
$81.7 - $87.53 $2.37K - $2.54K
5.11K $446M
EFG
Msci Eafe Growth ETF

ETFs
83
+ 1.37%
$106.99 - $114.46 $8.88K - $9.5K
6.14K $699M
WFC
Wells Fargo & Company

Financial Services
10
+ 0.26%
$77.05 - $85.16 $771 - $852
3.82K $320M
XOM
Exxon Mobil Corp

Energy
3
+ 0.11%
$105.83 - $117.22 $317 - $352
2.65K $298M
VZ
Verizon Communications Inc

Communication Services
24
+ 0.47%
$40.84 - $45.06 $980 - $1.08K
5.16K $227M
AMZN
Amazon Com Inc

Consumer Cyclical
17
+ 0.54%
$211.65 - $238.24 $3.6K - $4.05K
3.15K $692M
Activity Summary
Buys All Purchases 38 New Holdings 5 Increased Positions 33 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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