News + Filings Holdings
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HC Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SCHWAB STRATEGIC TRUST
| SCHR | Common | 213,223 | -14,294 | 10,507,648,000 | -966,057,000 | 6.10 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHZ | Common | 69,495 | -9,380 | 3,207,889,000 | -492,137,000 | 1.86 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IYW | Common | 48,526 | -11,644 | 5,283,026,000 | -301,352,000 | 3.07 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEF | OPTION | 44,386 | -709 | 4,287,688,000 | -182,128,000 | 2.49 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VDE | Common | 17,970 | -880 | 2,028,633,000 | -124,603,000 | 1.18 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHE | Common | 239,626 | -4,980 | 5,901,988,000 | -95,751,000 | 3.42 | |
Hist
| 06/30/2023 |
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PAN AMERICAN SILVER CORP
| PAAS | Common | 16,780 | -912 | 244,652,000 | -77,342,000 | 0.14 | 0.01 |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 2,178 | -497 | 233,683,000 | -59,724,000 | 0.14 | 0.00 |
Hist
| 06/30/2023 |
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ALTRIA GROUP, INC.
| MO | Common | 5,459 | -975 | 247,309,000 | -39,801,000 | 0.14 | 0.00 |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 3,543 | -613 | 515,341,000 | -26,311,000 | 0.30 | |
Hist
| 06/30/2023 |
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ALAMOS GOLD INC
| AGI | COM CL A | 18,413 | -1,200 | 219,483,000 | -20,384,000 | 0.13 | |
Hist
| 06/30/2023 |
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New Gold Inc. /FI
| NGD | Common | 197,720 | -11,630 | 213,538,000 | -16,747,000 | 0.12 | 0.03 |
Hist
| 06/30/2023 |
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WisdomTree Trust
| DES | SMALLCAP DIVID | 148,584 | -1,700 | 4,277,733,000 | -14,378,000 | 2.48 | |
Hist
| 06/30/2023 |
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AGNICO EAGLE MINES LTD
| AEM | COM | 4,021 | -135 | 200,970,000 | -10,861,000 | 0.12 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IXP | S&P GBL TELCM | 27,980 | -1,920 | 1,913,208,000 | -2,186,000 | 1.11 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 1,835 | -140 | 747,359,000 | 4,621,000 | 0.43 | |
Hist
| 06/30/2023 |
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CRISPR Therapeutics AG
| CRSP | Common | 4,008 | -671 | 225,009,000 | 13,378,000 | 0.13 | 0.01 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IYF | COM | 61,307 | -2,446 | 4,574,115,000 | 38,727,000 | 2.65 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOG | COM | 2,502 | -20 | 302,667,000 | 40,379,000 | 0.18 | |
Hist
| 06/30/2023 |
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Paragon Airheater Technologies, Inc.
| APLS | COM | 3,128 | -250 | 284,961,000 | 62,148,000 | 0.17 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 1,995 | -16 | 679,634,000 | 99,775,000 | 0.39 | 0.00 |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 3,338 | -6 | 1,480,047,000 | 110,666,000 | 0.86 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHG | Common | 62,621 | -2,669 | 4,693,452,000 | 438,499,000 | 2.72 | |
Hist
| 06/30/2023 |
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ELI LILLY & Co
| LLY | Common | 4,604 | -109 | 2,159,219,000 | 540,658,000 | 1.25 | 0.00 |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 22,312 | -618 | 4,327,974,000 | 546,654,000 | 2.51 | |
Hist
| 06/30/2023 |
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