HC Advisors, LLC
CIK 1803295 · Holdings on Dec 31, 2024 · First reported Feb 5, 2025
Top ten holdings
Q4 2024- SCHR14.91%
- FDL11.93%
- IYW9.67%
- SCHE6.96%
- SCHD5.26%
- DES5.21%
- SCHG4.46%
- VDC3.57%
- IYF3.42%
- SCHZ3.20%
Share classes counted separately68.59%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHEWeight decreased · -0.90 pp7.86% → 6.96%Shares -1.87K (-0.57%)
- GRNDWeight increased · +0.89 pp1.74% → 2.63%Shares +6.75K (+3.82%)
- FDLWeight decreased · -0.84 pp12.77% → 11.93%Shares -1.02K (-0.28%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHRSCHWAB INTERMEDIATE-TERM USINTRM TRM TRES View history and evidence | $18.58M | 14.91% | 764.81K shares | 14.89% → 14.91%+0.02 pp +406.89K (+113.68%) | Added | ↗▾ |
| 02 | FDLFIRST TRUST MORN DVD LEAD INSHS View history and evidence | $14.86M | 11.93% | 369.22K shares | 12.77% → 11.93%-0.84 pp -1.02K (-0.28%) | Reduced | ↗▾ |
| 03 | IYWISHARES USTECHNOLOGY ETFU.S. TECH ETF View history and evidence | $12.05M | 9.67% | 75.53K shares | 9.25% → 9.67%+0.42 pp +1.33K (+1.79%) | Added | ↗▾ |
| 04 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $8.67M | 6.96% | 325.57K shares | 7.86% → 6.96%-0.90 pp -1.87K (-0.57%) | Reduced | ↗▾ |
| 05 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $6.56M | 5.26% | 240.09K shares | 5.44% → 5.26%-0.18 pp +161.90K (+207.03%) | Added | ↗▾ |
| 06 | DESWISDOMTREE US SMALLCAP DIVIDUS SMALLCAP DIVD View history and evidence | $6.49M | 5.21% | 188.95K shares | 5.30% → 5.21%-0.09 pp +1.99K (+1.07%) | Added | ↗▾ |
| 07 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $5.56M | 4.46% | 199.53K shares | 4.49% → 4.46%-0.03 pp +147.15K (+280.95%) | Added | ↗▾ |
| 08 | VDCVANGUARD CONSUMER STAPLE ETFCONSUM STP ETF View history and evidence | $4.45M | 3.57% | 21.07K shares | 3.63% → 3.57%-0.06 pp +865 (+4.28%) | Added | ↗▾ |
| 09 | IYFISHARES US FINANCIALS ETFU.S. FINLS ETF View history and evidence | $4.26M | 3.42% | 38.56K shares | 3.47% → 3.42%-0.05 pp -2.00K (-4.94%) | Reduced | ↗▾ |
| 10 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $3.98M | 3.20% | 175.38K shares | 3.43% → 3.20%-0.23 pp +87.68K (+99.98%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AEM AGNICO EAGLE MINES LTD | Non-derivative | -5,157 | -$415.45K | SEC filing ↗ | SEC filing ↗ |
| AGI ALAMOS GOLD INC-CLASS A | Non-derivative | -20,625 | -$411.26K | SEC filing ↗ | SEC filing ↗ |
| CRSP CRISPR THERAPEUTICS AG | Non-derivative | -4,319 | -$202.91K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1803295 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 5, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 124603446
}Research all 59 reported holdings.
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