HC Advisors, LLC
Q4 2024 13F Holdings
- Locationsandy springs, GA
- Num holdings
59
- Value ($000)
$124,603
- Date Filed02/05/2025
- Form type13F-HR
- CIK0001803295
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHR SCHWAB STRATEGIC TR | INTRM TRM TRES | 808524854 | $18.58M | 15 % | 764,811 | ||
FDL FIRST TR MORNINGSTAR DIV LEA | SHS | 336917109 | $14.86M | 12 % | 369,217 | ||
IYW ISHARES TR | U.S. TECH ETF | 464287721 | $12.05M | 10 % | 75,529 | ||
SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | $8.67M | 7 % | 325,571 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $6.56M | 5 % | 240,094 | ||
DES WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | $6.49M | 5 % | 188,954 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $5.56M | 5 % | 199,528 | ||
Vanguard Consumer Staples | CONSUM STP ETF | 92204A207 | $4.45M | 4 % | 21,067 | ||
IYF ISHARES TR | U.S. FINLS ETF | 464287788 | $4.26M | 3 % | 38,563 | ||
SCHZ Schwab US Agg Bond ETF | US AGGREGATE B | 808524839 | $3.98M | 3 % | 175,384 |
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