HC FINANCIAL ADVISORS INC 13F Holdings

CIK 0000784045 · LAFAYETTE, CA

As of Jun 30, 2022, HC FINANCIAL ADVISORS INC reported 348 positions worth 48.5K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology58,578$8.0K5.39%
VISA INC-CLASS A SHARESVFinancial Services29,938$5.9K3.97%
STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETFTOTL—122,124$5.2K3.47%
FLEXSHARES TR——99,194$5.1K3.45%
MICROSOFT CORPMSFTTechnology19,932$5.1K3.45%
BROADSTONE NET LEASE INCBNLReal Estate220,429$4.5K3.05%
AUTOMATIC DATA PROCESSING INCADPIndustrials20,858$4.4K2.95%
HOME DEPOT INCHDConsumer Cyclical13,713$3.8K2.53%
FLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF—67,965$3.4K2.32%
PFIZER INCPFEHealthcare62,620$3.3K2.21%
DUKE ENERGY CORPDUKUtilities26,120$2.8K1.89%
PNC FINANCIAL SERVICES GROUP INCPNCFinancial Services17,069$2.7K1.81%
ALPHABET INCGOOGEquity1,231$2.7K1.81%
WISDOMTREE US SMALLCAP DIVIDEND FUNDDES—93,511$2.6K1.78%
FLEXSHARES TRIQDF—128,632$2.6K1.77%
JOHNSON & JOHNSONJNJHealthcare14,751$2.6K1.76%
CATERPILLAR INCCATIndustrials13,946$2.5K1.68%
HONEYWELL INTERNATIONAL INCHONIndustrials14,322$2.5K1.68%
AMGEN INCAMGNHealthcare10,104$2.5K1.66%
US BANCORPUSBFinancial Services53,337$2.5K1.65%
NORTHERN TRUST CORPNTRSFinancial Services25,206$2.4K1.64%
FEDEX CORPFDXIndustrials10,629$2.4K1.62%
BECTON DICKINSON & COBDXHealthcare9,526$2.3K1.58%
WALT DISNEY CODISCommunication Services24,664$2.3K1.57%
AMAZON.COM INCAMZNEquity21,230$2.3K1.52%