Hc-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALXO",
  "MMM",
  "BABA",
  "VDE",
  "AXP",
  null,
  null,
  null,
  "HD",
  "QCOM",
  null,
  null,
  "MSFT",
  "GE",
  "GPC",
  "HQY",
  null,
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  null,
  null,
  "RTX",
  "VCIT",
  null,
  "VYM",
  "GRND",
  null,
  "AFL",
  "WM",
  null,
  "AMZN",
  "SCHB",
  null,
  "PLUG",
  null,
  null,
  null,
  "WFC",
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "SO",
  "NGD",
  null,
  "BAC",
  "BRK-B",
  "BDX",
  "CARR",
  "CVX",
  "KO",
  "DAL",
  "XOM",
  "JNJ",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 62
Total Value: 133523276
Accession Number: 0001803295-25-000002
Form Type: 13F-HR
CIK: hc-advisors
Manager Name: Hc-Advisors

Data Enrichment

69% identified

43 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

62 positions • $133.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:5.9K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$133.5M)

808524805

SCHF|808524805

Shares:41.0K

Value:$811.0K

% of Portfolio:0.6% ($811.0K/$133.5M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:6.0K

Value:$794.0K

% of Portfolio:0.6% ($794.0K/$133.5M)

HEALTHEQUITY, INC.

HQY|42226A107

Shares:8.9K

Value:$784.7K

% of Portfolio:0.6% ($784.7K/$133.5M)

RTX Corp

RTX|75513E101

Shares:5.7K

Value:$749.5K

% of Portfolio:0.6% ($749.5K/$133.5M)

NVIDIA CORP

NVDA|67066G104

Shares:6.8K

Value:$739.5K

% of Portfolio:0.6% ($739.5K/$133.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.9K

Value:$703.7K

% of Portfolio:0.5% ($703.7K/$133.5M)

HOME DEPOT, INC.

HD|437076102

Shares:1.7K

Value:$625.6K

% of Portfolio:0.5% ($625.6K/$133.5M)

CHEVRON CORP

CVX|166764100

Shares:3.7K

Value:$624.8K

% of Portfolio:0.5% ($624.8K/$133.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.3K

Value:$517.2K

% of Portfolio:0.4% ($517.2K/$133.5M)

COCA COLA CO

KO|191216100

Shares:7.1K

Value:$510.6K

% of Portfolio:0.4% ($510.6K/$133.5M)

G0408V102

Shares:1.2K

Value:$478.5K

% of Portfolio:0.4% ($478.5K/$133.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:805

Value:$450.3K

% of Portfolio:0.3% ($450.3K/$133.5M)

808524862

Shares:16.9K

Value:$410.6K

% of Portfolio:0.3% ($410.6K/$133.5M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:9.7K

Value:$403.9K

% of Portfolio:0.3% ($403.9K/$133.5M)

SOUTHERN CO

SO|842587107

Shares:4.3K

Value:$393.8K

% of Portfolio:0.3% ($393.8K/$133.5M)

85207Q104

Shares:37.3K

Value:$371.1K

% of Portfolio:0.3% ($371.1K/$133.5M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.7K

Value:$345.3K

% of Portfolio:0.3% ($345.3K/$133.5M)

921946406

VYM|921946406

Shares:2.6K

Value:$333.6K

% of Portfolio:0.2% ($333.6K/$133.5M)

MICROSOFT CORP

MSFT|594918104

Shares:873

Value:$328.0K

% of Portfolio:0.2% ($328.0K/$133.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	5.9K	QoQ -0.28% (-17) YoY -70.27% (-14.0K)	All Managers (Combined)	$1.3M	1.0% ($1.3M/$133.5M)	QoQ -11.55% (-$171.4K) YoY -61.50% (-$2.1M)
(SCHFcusip808524805)	41.0K	QoQ -1.22% (-509) YoY +86.72% (-19.0K)	All Managers (Combined)	$811.0K	0.6% ($811.0K/$133.5M)	QoQ +5.60% (-$43.1K) YoY -5.34% (-$45.8K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	6.0K	QoQ -1.21% (-74) YoY -25.58% (-2.1K)	All Managers (Combined)	$794.0K	0.6% ($794.0K/$133.5M)	QoQ +54.05% (-$278.6K) YoY +35.97% (-$210.1K)
HEALTHEQUITY, INC.(HQYcusip42226A107)	8.9K	QoQ -1.66% (-150) YoY -25.68% (-3.1K)	All Managers (Combined)	$784.7K	0.6% ($784.7K/$133.5M)	QoQ -9.42% (-$81.7K) YoY -19.54% (-$190.7K)
RTX Corp(RTXcusip75513E101)	5.7K	QoQ +0.44% (+25) YoY +161.82% (+3.5K)	All Managers (Combined)	$749.5K	0.6% ($749.5K/$133.5M)	QoQ +14.97% (+$97.6K) YoY +255.59% (+$538.7K)
NVIDIA CORP(NVDAcusip67066G104)	6.8K	QoQ -19.65% (-1.7K) YoY +534.01% (-5.7K)	All Managers (Combined)	$739.5K	0.6% ($739.5K/$133.5M)	QoQ -35.15% (-$400.9K) YoY -23.97% (-$233.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.9K	QoQ -7.54% (-234) YoY -5.90% (-180)	All Managers (Combined)	$703.7K	0.5% ($703.7K/$133.5M)	QoQ -5.38% (-$40.1K) YoY +15.23% (-$93.0K)
HOME DEPOT, INC.(HDcusip437076102)	1.7K	QoQ +3.07% (-51) YoY -38.01% (-1.0K)	All Managers (Combined)	$625.6K	0.5% ($625.6K/$133.5M)	QoQ -2.88% (-$18.6K) YoY -40.78% (-$430.8K)
CHEVRON CORP(CVXcusip166764100)	3.7K	QoQ -1.16% (-44) YoY -28.77% (-1.5K)	All Managers (Combined)	$624.8K	0.5% ($624.8K/$133.5M)	QoQ +14.14% (-$77.4K) YoY -24.47% (-$202.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.3K	QoQ -5.47% (-252) YoY +23.62% (+831)	All Managers (Combined)	$517.2K	0.4% ($517.2K/$133.5M)	QoQ +4.52% (-$22.4K) YoY +26.50% (+$108.4K)
COCA COLA CO(KOcusip191216100)	7.1K	QoQ 0.00% (+0) YoY -70.06% (-16.7K)	All Managers (Combined)	$510.6K	0.4% ($510.6K/$133.5M)	QoQ +15.03% (+$66.7K) YoY -64.95% (-$946.4K)
(cusipG0408V102)✕	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$478.5K	0.4% ($478.5K/$133.5M)	QoQ +11.11% (+$47.9K) YoY +19.58% (+$78.4K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	805	QoQ -2.66% (-22) YoY -80.35% (-3.3K)	All Managers (Combined)	$450.3K	0.3% ($450.3K/$133.5M)	QoQ -7.09% (-$34.4K) YoY -78.98% (-$1.7M)
(cusip808524862)✕	16.9K	QoQ +8.14% (+1.3K) YoY -64.09% (-30.1K)	All Managers (Combined)	$410.6K	0.3% ($410.6K/$133.5M)	QoQ +9.39% (+$35.3K) YoY -81.87% (-$1.9M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	9.7K	QoQ -4.20% (-425) YoY -65.29% (-18.2K)	All Managers (Combined)	$403.9K	0.3% ($403.9K/$133.5M)	QoQ -9.04% (-$40.2K) YoY -61.81% (-$653.8K)
SOUTHERN CO(SOcusip842587107)	4.3K	QoQ +84.05% (+2.0K) YoY +28.23% (+943)	All Managers (Combined)	$393.8K	0.3% ($393.8K/$133.5M)	QoQ +105.58% (+$202.3K) YoY +64.35% (+$154.2K)
(cusip85207Q104)✕	37.3K	QoQ +0.30% (+114) YoY NEW(+37.3K)	All Managers (Combined)	$371.1K	0.3% ($371.1K/$133.5M)	QoQ +12.15% (+$40.2K) YoY NEW(+$371.1K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.7K	QoQ NEW(+1.7K) YoY -2.87% (-51)	All Managers (Combined)	$345.3K	0.3% ($345.3K/$133.5M)	QoQ NEW(+$345.3K) YoY +10.75% (-$33.5K)
(VYMcusip921946406)	2.6K	QoQ NEW(+2.6K) YoY -36.37% (-1.5K)	All Managers (Combined)	$333.6K	0.2% ($333.6K/$133.5M)	QoQ NEW(+$333.6K) YoY -32.19% (-$158.4K)
MICROSOFT CORP(MSFTcusip594918104)	873	QoQ -19.53% (-212) YoY -51.55% (-929)	All Managers (Combined)	$328.0K	0.2% ($328.0K/$133.5M)	QoQ -28.29% (-$129.4K) YoY -56.74% (-$430.2K)