HC Advisors, LLC - Portfolio overview

HC Advisors, LLC has 63 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SCHR - SCHWAB STRATEGIC TR, 14.88%
2. IYW - ISHARES TR, 10.73%
3. FDL - FIRST TR MORNINGSTAR DIV LEA, 9.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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