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  Name: HRC WEALTH MANAGEMENT LLC
  City: Moscow
  State: ID
  Zip: 83843
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $136,854,000
  Total Value Change : $20,633,000
  Securities Held Change : 14
   
All Securities Held : 41
  New Positions : 15
  Closed Positions : 1
  Increased Positions : 15
  Unchanged Positions : 1
  Decreased Positions : 10

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Holdings Found : 15     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 1 - $95.92 $47,487,000 512,157 34.7% 5,327,000 3,966 0.049    Closed - End Fund - Debt
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 4 - $78.10 $6,786,000 84,165 4.96% 761,000 5,027 0.028    N/A
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 6 - $233.66 $4,422,000 18,754 3.23% 977,000 3,065 0.04    Closed - End Fund - Debt
   (AAPL)1 Year Chart         AAPL Apple Inc 7 - $189.98 $3,616,000 21,087 2.64% -402,000 219 0    Personal Computers
   (BA)1 Year Chart         BA Boeing Co 10 - $174.52 $1,044,000 5,409 0.76% -350,000 60 0    Aerospace/Defense - M...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 12 - $457.95 $984,000 2,217 0.72% 255,000 437 0    Closed - End Fund - Debt
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 15 - $1,064.69 $598,000 661 0.44% 275,000 10 0    Semiconductor - Speci...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 21 - $346.03 $409,000 1,213 0.3% 180,000 458 0    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 23 - $430.16 $399,000 948 0.29% 58,000 42 0    Application Software
   (USB)1 Year Chart         USB US Bancorp Delaware 24 - $40.53 $383,000 8,576 0.28% 12,000 2 0.001    Domestic Regional Banks
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 26 - $113.42 $356,000 3,061 0.26% 79,000 295 0    Integrated Oil & Gas
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 28 - $529.44 $327,000 624 0.24% 31,000 2 0    Closed - End Fund - E...
   (COST)1 Year Chart         COST Costco Wholesale Corp 29 - $809.73 $315,000 430 0.23% 72,000 62 0    Discount, Variety Stores
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 34 - $185.36 $286,000 1,528 0.21% 73,000 270 0    Closed - End Fund - E...
   (SBUX)1 Year Chart         SBUX Starbucks Corp 38 - $78.87 $214,000 2,338 0.16% -10,000 2 0    Specialty Eateries
      15 Records Found
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Page 1 of 1
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