The Analysis of HC Advisors, LLC's Holdings

Currently, HC Advisors, LLC holds 60 types of securities in its portfolio with a total value $144.5M. In the most recent quarter, they have increased their positions in SCHG (+24.0K shares, valued at $784.0K), SCHR (+27.0K shares, valued at $677.3K), SCHZ (+10.3K shares, valued at $239.8K); decreased their positions in PSLV (-48.6K shares, valued at $1.1M), SGDM (-7.1K shares, valued at $495.6K), VDC (-1.2K shares, valued at $251.6K); initiated new positions in N/A (+9.0K shares, valued at $226.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHR SCHWAB STRATEGIC TR857.7K shares3.25%2025-12-312026-02-11

IYW ISHARES TR83.0K shares0.61%2025-12-312026-02-11

FDL FIRST TR MORNINGSTAR DIV LEA301.1K shares0.94%2025-12-312026-02-11

SCHE SCHWAB STRATEGIC TR323.7K shares-1.87%2025-12-312026-02-11

SCHG SCHWAB STRATEGIC TR253.8K shares10.46%2025-12-312026-02-11

DES WISDOMTREE TR204.9K shares0.78%2025-12-312026-02-11

SCHD SCHWAB STRATEGIC TR178.7K shares0.14%2025-12-312026-02-11

IYH ISHARES TR73.5K shares-1.24%2025-12-312026-02-11

Sponsored

IYF ISHARES TR36.0K shares0.04%2025-12-312026-02-11

SCHZ Schwab US Agg Bond ETF195.7K shares5.53%2025-12-312026-02-11

VDC Vanguard Consumer Staples20.3K shares-5.55%2025-12-312026-02-11

VTI VANGUARD INDEX FDS11.4K shares0.01%2025-12-312026-02-11

GRND GRINDR INC275.4K shares5.60%2025-12-312026-02-11

PSLV SPROTT PHYSICAL SILVER TR144.9K shares-25.10%2025-12-312026-02-11

SCHM SCHWAB STRATEGIC TR107.1K shares-1.16%2025-12-312026-02-11

IXP ISHARES TR25.6K shares-1.17%2025-12-312026-02-11

Sponsored

SGDM SPROTT ETF TRUST41.0K shares-14.79%2025-12-312026-02-11

PHYS SPROTT PHYSICAL GOLD TRUST71.5K shares0.88%2025-12-312026-02-11

SCHF Schwab Int'l Equity ETF79.5K shares-1.76%2025-12-312026-02-11

ALPS ETF TR ALPS ETF TR40.4K shares-6.59%2025-12-312026-02-11

AAPL APPLE INC5.6K shares-4.51%2025-12-312026-02-11

SCHA SCHWAB STRATEGIC TR47.0K shares-11.01%2025-12-312026-02-11

NVDA NVIDIA CORPORATION7.1K shares-1.20%2025-12-312026-02-11

RTX RTX CORPORATION4.9K shares0.00%2025-12-312026-02-11

Sponsored

JPM JPMORGAN CHASE & CO.2.7K shares0.37%2025-12-312026-02-11

HQY HEALTHEQUITY INC8.9K shares0.00%2025-12-312026-02-11

SPPP SPROTT PHYSICAL PLAT PALLAD45.3K shares14.25%2025-12-312026-02-11

SPY SPDR S&P 500 ETF TR800 shares0.00%2025-12-312026-02-11

CVX CHEVRON CORP NEW3.5K shares0.46%2025-12-312026-02-11

GE AEROSPACE GE AEROSPACE1.6K shares0.00%2025-12-312026-02-11

SCHO SCHWAB STRATEGIC TR19.7K shares-0.48%2025-12-312026-02-11

XOM EXXON MOBIL CORP3.7K shares0.38%2025-12-312026-02-11

Sponsored

BAC BK OF AMERICA CORP8.0K shares0.00%2025-12-312026-02-11

KO Coca Cola Company6.1K shares1.00%2025-12-312026-02-11

AON AON PLC1.2K shares0.00%2025-12-312026-02-11

DAL DELTA AIR LINES INC DEL5.7K shares-28.06%2025-12-312026-02-11

BABA ALIBABA GROUP HLDG LTD2.5K shares0.00%2025-12-312026-02-11

IBM INTERNATIONAL BUSINESS MACHS1.3K shares-10.07%2025-12-312026-02-11

AXP AMERICAN EXPRESS CO948 shares0.96%2025-12-312026-02-11

AMZN AMAZON COM INC1.4K shares-1.57%2025-12-312026-02-11

Sponsored

HD HOME DEPOT INC941 shares-33.83%2025-12-312026-02-11

VCIT VANGUARD SCOTTSDALE FDS3.8K shares0.00%2025-12-312026-02-11

IDV ISHARES TR7.9K shares0.00%2025-12-312026-02-11

MSFT MICROSOFT CORP641 shares-0.77%2025-12-312026-02-11

DVYA ISHARES INC7.0K shares0.00%2025-12-312026-02-11

WFC WELLS FARGO CO NEW3.3K shares0.00%2025-12-312026-02-11

SCHB SCHWAB STRATEGIC TR10.2K shares0.00%2025-12-312026-02-11

SO SOUTHERN CO2.9K shares-26.33%2025-12-312026-02-11

Sponsored

CEG CONSTELLATION ENERGY CORP722 shares0.00%2025-12-312026-02-11

GEV GE VERNOVA INC375 shares0.00%2025-12-312026-02-11

BTU PEABODY ENERGY CORP8.2K shares-10.71%2025-12-312026-02-11

WM WASTE MGMT INC DEL1.1K shares0.00%2025-12-312026-02-11

MMM 3M CO1.5K shares0.14%2025-12-312026-02-11

BARON ETF TR BARON ETF TR9.0K sharesnew addition2025-12-312026-02-11

FNDX SCHWAB STRATEGIC TR8.3K shares0.00%2025-12-312026-02-11

ITA ISHARES TR1.0K shares0.00%2025-12-312026-02-11

Sponsored

PLUG PLUG POWER INC105.0K shares0.00%2025-12-312026-02-11

NGD NEW GOLD INC CDA20.8K shares-38.46%2025-12-312026-02-11

ALXO ALX ONCOLOGY HLDGS INC23.9K shares9.38%2025-12-312026-02-11

GDEVW NEXTERS INC13.6K shares-20.47%2025-12-312026-02-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available