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| Name: |
HC Advisors LLC |
| City: |
SANDY SPRINGS |
| State: |
GA |
| Zip: |
30328 |
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data |
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| Holdings
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37 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTI |
Vanguard Total Stock Market... |
|
- |
$259.45 |
$37,337,000 |
157,393 |
% |
4,515,000 |
2,873 |
0 |
N/A |
|
|
SCHR |
Schwab Intermediate-Term U.... |
|
- |
$48.42 |
$15,242,000 |
306,549 |
% |
3,236,000 |
56,104 |
0 |
N/A |
|
|
IYW |
iShares Trust DJ US Sector |
|
- |
$135.65 |
$8,839,000 |
72,010 |
% |
3,717,000 |
23,194 |
0 |
N/A |
|
|
SCHD |
Schwab US Dividend Equity ETF |
|
- |
$79.69 |
$5,417,000 |
71,160 |
% |
396,000 |
206 |
0 |
N/A |
|
|
SCHG |
Schwab Strategic Trust |
|
- |
$93.54 |
$5,054,000 |
60,924 |
% |
652,000 |
385 |
0 |
N/A |
|
|
DES |
WisdomTree SmallCap Dividend |
|
- |
$32.40 |
$5,036,000 |
156,534 |
% |
650,000 |
1,000 |
0 |
N/A |
|
|
SCHZ |
Schwab Us Aggregate Bond |
|
- |
$45.32 |
$3,482,000 |
74,693 |
% |
352,000 |
3,937 |
0 |
N/A |
|
|
VDC |
Vangaurd Cnsmr Staples VIPER |
|
- |
$206.34 |
$2,789,000 |
14,605 |
% |
174,000 |
290 |
0 |
N/A |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
|
- |
$80.40 |
$2,546,000 |
33,799 |
% |
345,000 |
1,280 |
0 |
N/A |
|
|
SCHO |
Schwab Short-Term U.S. Tre... |
|
- |
$47.98 |
$2,363,000 |
48,781 |
% |
1,775,000 |
36,510 |
0 |
N/A |
|
|
SCHA |
Schwab Strategic Trust |
|
- |
$48.59 |
$2,209,000 |
46,755 |
% |
375,000 |
2,481 |
0 |
N/A |
|
|
IXP |
iShares Tr S&P Glbl Technlg |
|
- |
$86.51 |
$2,143,000 |
28,725 |
% |
222,000 |
610 |
0 |
N/A |
|
|
GRND |
Grindr Ord Shs |
|
- |
$10.27 |
$1,690,000 |
192,524 |
% |
624,000 |
7,209 |
0 |
N/A |
|
|
PLUG |
Plug Power Inc |
|
- |
$3.44 |
$1,396,000 |
310,200 |
% |
-924,000 |
5,000 |
0 |
N/A |
|
|
VEA |
Vanguard Europe Pacific ETF |
|
- |
$49.56 |
$1,284,000 |
26,815 |
% |
284,000 |
3,950 |
0.001 |
Closed - End Fund - F... |
|
|
VOO |
Vanguard S&P 500 Etf |
|
- |
$481.04 |
$1,077,000 |
2,465 |
% |
278,000 |
430 |
0 |
N/A |
|
|
SGDM |
Sprott Gold Miners |
|
- |
$24.17 |
$1,032,000 |
41,294 |
% |
243,000 |
6,810 |
0 |
N/A |
|
|
VCIT |
Vanguard Intermediate-Term |
|
- |
$79.36 |
$875,000 |
10,769 |
% |
58,000 |
15 |
0 |
N/A |
|
|
SCHF |
Schwab Strategic Trust |
|
- |
$39.40 |
$799,000 |
21,616 |
% |
76,000 |
315 |
0 |
N/A |
|
|
CVX |
Chevron Corp |
|
- |
$163.61 |
$778,000 |
5,214 |
% |
-81,000 |
118 |
0 |
N/A |
|
|
MSFT |
Microsoft Corp |
|
- |
$416.56 |
$679,000 |
1,805 |
% |
111,000 |
5 |
0 |
N/A |
|
|
IWF |
iShares Russell 1000 Growth |
|
- |
$338.57 |
$677,000 |
2,234 |
% |
84,000 |
5 |
0 |
N/A |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
|
- |
$166.73 |
$444,000 |
2,811 |
% |
46,000 |
5 |
0 |
N/A |
|
|
VIG |
Vanguard Dividend Appreciat... |
|
- |
$181.66 |
$442,000 |
2,594 |
% |
209,000 |
1,094 |
0 |
N/A |
|
|
BMY |
Bristol-Myers Squibb Co |
|
- |
$44.71 |
$433,000 |
8,448 |
% |
-48,000 |
155 |
0 |
N/A |
|
|
BAC |
Bank of America Corp |
|
- |
$38.49 |
$422,000 |
12,535 |
% |
85,000 |
244 |
0 |
N/A |
|
|
XOM |
Exxon Mobil Corp |
|
- |
$117.67 |
$337,000 |
3,371 |
% |
54,000 |
965 |
0 |
N/A |
|
|
NGD |
New Gold Inc |
|
- |
$1.82 |
$313,000 |
214,559 |
% |
141,000 |
25,300 |
0 |
N/A |
|
|
AEM |
Agnico Eagle Mines Ltd (USA) |
|
- |
$68.64 |
$295,000 |
5,385 |
% |
295,000 |
5,385 |
0 |
N/A |
|
|
AGI |
Alamos Gold Inc |
|
- |
$15.78 |
$295,000 |
21,915 |
% |
91,000 |
3,802 |
0 |
N/A |
|
|
JNJ |
Johnson & Johnson |
|
- |
$151.38 |
$285,000 |
1,819 |
% |
3,000 |
11 |
0 |
N/A |
|
|
DAL |
Delta Air Lines Inc |
|
- |
$46.55 |
$282,000 |
6,998 |
% |
26,000 |
76 |
0.001 |
Major Airlines |
|
|
WM |
Waste Management Inc |
|
- |
$209.86 |
$271,000 |
1,512 |
% |
42,000 |
12 |
0 |
N/A |
|
|
CRSP |
Crispr Therapeutics Ag |
|
- |
$55.71 |
$270,000 |
4,307 |
% |
270,000 |
4,307 |
0 |
N/A |
|
|
MO |
Altria Group Inc |
|
- |
$45.50 |
$224,000 |
5,543 |
% |
15,000 |
575 |
0 |
N/A |
|
|
APLS |
Apellis Pharmaceuticals Inc |
|
- |
$41.20 |
$210,000 |
3,507 |
% |
210,000 |
3,507 |
0 |
N/A |
|
|
GDEVW |
Nexters Equity Warrant Exp ... |
|
- |
$0.00 |
$5,000 |
19,100 |
% |
3,000 |
2,000 |
0 |
N/A |
|
