HC Advisors, LLC

Q1 2025 13F Holdings

  • Location
    sandy springs, GA
  • Num holdings

    62

  • Value ($000)

    $133,523

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0001803295
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHR
SCHR

SCHWAB STRATEGIC TR

INTRM TRM TRES
$20.20M
15 %

812,470

FDL
FDL

FIRST TR MORNINGSTAR DIV LEA

SHS
$16.45M
12 %

378,754

IYW
IYW

ISHARES TR

U.S. TECH ETF
$11.82M
9 %

84,182

SCHE
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
$9.42M
7 %

341,820

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$6.66M
5 %

238,062

DES
DES

WISDOMTREE TR

US SMALLCAP DIVD
$6.19M
5 %

193,829

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$5.01M
4 %

200,271

GRND
GRND

GRINDR INC

COM
$4.80M
4 %

268,184

---

Vanguard Consumer Staples

CONSUM STP ETF
$4.68M
4 %

21,369

SCHZ
SCHZ

Schwab US Agg Bond ETF

US AGGREGATE B
$4.33M
3 %

186,922

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