Hc Advisors, LLC Portfolio Holdings

Hc Advisors, LLC

  • $135 Million
  • Q3 2025

Hc Advisors, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $135 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Intermediate Term Us Tr with a value of $20.9M, Ishares Dj Us Tech ETF with a value of $16.2M, First Tr Morningstar Dividend with a value of $12.9M, Schwab Strategic Tr Us Emergin with a value of $11M, and Schwab Strategic Tr Us Large C with a value of $7.33M.

Examining the 13F form we can see an increase of $1.43M in the current position value, from $133M to 135M.

Below you can find more details about Hc Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Million
ETFs: $116 Million
Financial Services: $7.51 Million
Technology: $3.54 Million
Industrials: $2.48 Million
Consumer Cyclical: $1.35 Million
Energy: $1.2 Million
Healthcare: $1.13 Million
Utilities: $614,000
Other: $845,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.9 Million 15.49% of portfolio
830,664
Q3 2025 Added 2.1%
$0
$16.2 Million 11.99% of portfolio
82,494
Q3 2025 Added 1.25%
$0
$12.9 Million 9.61% of portfolio
298,306
Q3 2025 Reduced 21.54%
$0
$11 Million 8.17% of portfolio
329,906
Q3 2025 Reduced 2.05%
$0
$7.33 Million 5.44% of portfolio
229,793
Q3 2025 Added 17.23%
$0
$6.85 Million 5.08% of portfolio
203,344
Q3 2025 Added 2.54%
$0
$4.87 Million 3.62% of portfolio
178,457
Q3 2025 Reduced 23.78%
$0
$4.59 Million 3.4% of portfolio
21,461
Q3 2025 Added 1.01%
$0
$4.56 Million 3.39% of portfolio
36,032
Q3 2025 Reduced 3.8%
$0
$4.37 Million 3.24% of portfolio
74,464
Q3 2025 Added 5.99%
$0
$4.35 Million 3.23% of portfolio
185,418
Q3 2025 Reduced 1.76%
$0
$3.75 Million 2.78% of portfolio
11,415
Q3 2025 Reduced 5.77%
$0
$3.21 Million 2.38% of portfolio
25,948
Q3 2025 Reduced 7.29%
$0
$3.21 Million 2.38% of portfolio
108,397
Q3 2025 Added 6.43%
$0
$3.04 Million 2.25% of portfolio
193,522
Q3 2025 Added 0.03%
$0
$2.1 Million 1.56% of portfolio
70,878
Q3 2025 Reduced 0.46%
$0
$1.88 Million 1.4% of portfolio
80,896
Q3 2025 Added 95.77%
$4.3T
$1.48 Million 1.1% of portfolio
5,815
Q3 2025 Reduced 0.17%
$0
$1.47 Million 1.09% of portfolio
52,815
Q3 2025 Reduced 48.3%
$465B
$1.34 Million 0.99% of portfolio
7,168
Q3 2025 Added 1.34%
$8.6B
$841,000 0.62% of portfolio
8,880
Q1 2025 Reduced 1.66%
$881B
$841,000 0.62% of portfolio
2,667
Q3 2025 Added 0.23%
$258B
$821,000 0.61% of portfolio
4,908
Q2 2025 Reduced 13.26%
$367B
$576,000 0.43% of portfolio
1,422
Q3 2025 Reduced 6.57%
$0
$534,000 0.4% of portfolio
39,648
Q3 2025 Added 2.46%
$303B
$535,000 0.4% of portfolio
3,446
Q3 2025 Added 0.03%
$0
$532,000 0.39% of portfolio
800
Q3 2025 Reduced 0.62%
$0
$482,000 0.36% of portfolio
19,756
Q3 2025 Added 12.79%
$328B
$488,000 0.36% of portfolio
1,625
Q2 2025 Reduced 5.8%
$418B
$454,000 0.34% of portfolio
2,541
Q2 2025 Reduced 57.69%
$37.5B
$453,000 0.34% of portfolio
7,987
Q3 2025 Added 0.19%
$413B
$411,000 0.31% of portfolio
7,972
Q2 2025 Reduced 17.64%
$490B
$416,000 0.31% of portfolio
3,695
Q3 2025 Added 0.35%
$306B
$403,000 0.3% of portfolio
6,083
Q3 2025 Added 0.43%
$266B
$392,000 0.29% of portfolio
1,390
Q3 2025 Added 2.96%
$98.6B
$377,000 0.28% of portfolio
3,988
Q2 2025 Reduced 6.89%
$3.78T
$334,000 0.25% of portfolio
646
Q2 2025 Reduced 26.0%
$2.39T
$321,000 0.24% of portfolio
1,466
Q3 2025 Reduced 2.66%
$0
$321,000 0.24% of portfolio
3,828
Q1 2025 New
$255B
$311,000 0.23% of portfolio
939
Q3 2025 Added 0.21%
$0
$293,000 0.22% of portfolio
6,968
Q2 2025 New
$0
$287,000 0.21% of portfolio
7,870
Q2 2025 New
$317B
$275,000 0.2% of portfolio
3,285
Q3 2025 Added 0.03%
$0
$261,000 0.19% of portfolio
10,188
Q4 2024 Added 200.0%
$4.32B
$253,000 0.19% of portfolio
3,913
Q3 2025 Reduced 7.23%
$85.9B
$245,000 0.18% of portfolio
1,112
Q1 2025 Reduced 31.86%
$111B
$237,000 0.18% of portfolio
722
Q3 2025 Added 0.14%
$4.15B
$244,000 0.18% of portfolio
9,216
Q3 2025 Reduced 82.75%
$1.3B
$244,000 0.18% of portfolio
105,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $135 Million
  • Prior Value $133 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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