HC Advisors, LLC 13F Holdings
CIK 0001803295 · SANDY SPRINGS, GA
As of Sep 30, 2025, HC Advisors, LLC reported 61 positions worth
CIK 0001803295 · SANDY SPRINGS, GA
As of Sep 30, 2025, HC Advisors, LLC reported 61 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 830,664 | $20.9M | 14.67% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 82,494 | 6.2M | 11.35% |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | FDL | — | 298,306 | 2.9M | 9.10% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 329,906 | 1.0M | 7.74% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 229,793 | $7.3M | 5.15% |
| WISDOMTREE US SMALLCAP DIVIDEND FUND | DES | — | 203,344 | $6.8M | 4.81% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 178,457 | $4.9M | 3.42% |
| VANGUARD CONSUMER STAPLES INDEX FUND | VDC | — | 21,461 | $4.6M | 3.22% |
| ISHARES US FINANCIALS ETF | IYF | — | 36,032 | $4.6M | 3.21% |
| ISHARES US HEALTHCARE ETF | IYH | — | 74,464 | $4.4M | 3.07% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 185,418 | $4.4M | 3.06% |
| GRINDR INC | GRND | Technology | 260,821 | $3.9M | 2.75% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 11,415 | $3.7M | 2.63% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 108,397 | $3.2M | 2.26% |
| ISHARES GLOBAL COMM SERVICES ETF | IXP | — | 25,948 | $3.2M | 2.25% |
| SPROTT PHYSICAL SILVER TRUST | PSLV | — | 193,522 | $3.0M | 2.13% |
| SPROTT ETF TRUST | SGDM | — | 48,117 | $3.0M | 2.10% |
| SPROTT PHYSICAL GOLD TRUST | PHYS | — | 70,878 | $2.1M | 1.48% |
| ALERIAN MLP ETF | AMLP | — | 43,206 | $2.0M | 1.42% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 80,896 | .9M | 1.32% |
| APPLE INC | AAPL | Technology | 5,815 | .5M | 1.04% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 52,815 | .5M | 1.04% |
| NVIDIA CORP | NVDA | Technology | 7,168 | .3M | 0.94% |
| HEALTHEQUITY INC | HQY | Healthcare | 8,880 | $841.6K | 0.59% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2,667 | $841.3K | 0.59% |