HC FINANCIAL ADVISORS INC
Q2 2022 13F Holdings
- Locationlafayette, CA
- Num holdings
348
- Value ($000)
$149,390
- Date Filed 07/25/2022
- Form type13F-HR
- CIK 0000784045
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A APPLE INC | COM | 037833100 | $8.01M | 5 % | 58,578 | ||
V VISA INC | COM CL A | 92826C839 | $5.89M | 4 % | 29,938 | ||
T SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $5.15M | 3 % | 122,124 | ||
N FLEXSHARES TR | STOXX GLOBR INF | 33939L795 | $5.13M | 3 % | 99,194 | ||
M MICROSOFT CORP | COM | 594918104 | $5.12M | 3 % | 19,932 | ||
B BROADSTONE NET LEASE INC | COM | 11135E203 | $4.52M | 3 % | 220,429 | ||
A AUTOMATIC DATA PROCESSING IN | COM | 053015103 | $4.38M | 3 % | 20,858 | ||
H HOME DEPOT INC | COM | 437076102 | $3.76M | 3 % | 13,713 | ||
Q FLEXSHARES TR | QUALT DIVD IDX | 33939L860 | $3.45M | 2 % | 67,965 | ||
P PFIZER INC | COM | 717081103 | $3.28M | 2 % | 62,620 |
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