Loading…
CIK 0001803295 • 6 13F filings • May 14, 2025 – Aug 7, 2026
Import this data to Google Sheets with:
=jivedata("hc-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $217K | 0.2% | 1,477 SH | |
| AFLAC INC | COM | $241K | 0.2% | 2,165 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $794K | 0.6% | 6,005 SH | |
| ALX ONCOLOGY HLDGS INC | COM | $13K | 0.0% | 21,500 SH | |
| AMAZON COM INC | COM | $277K | 0.2% | 1,455 SH | |
| AMERICAN EXPRESS CO | COM | $252K | 0.2% | 937 SH | |
| AON PLC | SHS CL A | $479K | 0.4% | 1,199 SH | |
| APPLE INC | COM | $1.3M | 1.0% | 5,903 SH | |
| BECTON DICKINSON & CO | COM | $229K | 0.2% | 1,000 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $251K | 0.2% | 472 SH | |
| BK OF AMERICA CORP | COM | $404K | 0.3% | 9,679 SH | |
| CARRIER GLOBAL CORPORATION | COM | $222K | 0.2% | 3,502 SH | |
| CHEVRON CORP NEW | COM | $625K | 0.5% | 3,735 SH | |
| Coca Cola Company | COM | $511K | 0.4% | 7,128 SH | |
| DELTA AIR LINES INC DEL | COM NEW | $247K | 0.2% | 5,666 SH | |
| ECOLAB INC | COM | $266K | 0.2% | 1,049 SH | |
| EXXON MOBIL CORP | COM | $517K | 0.4% | 4,348 SH | |
| FIRST TR MORNINGSTAR DIV LEA | SHS | $16.5M | 12.3% | 378,754 SH | |
| GE AEROSPACE | COM NEW | $345K | 0.3% | 1,725 SH | |
| GENUINE PARTS CO | COM | $198K | 0.1% | 1,665 SH | |
| GRINDR INC | COM | $4.8M | 3.6% | 268,184 SH | |
| HEALTHEQUITY INC | COM | $785K | 0.6% | 8,880 SH | |
| HOME DEPOT INC | COM | $626K | 0.5% | 1,707 SH | |
| ISHARES TR | CORE HIGH DV ETF | $242K | 0.2% | 2,000 SH | |
| ISHARES TR | GBL COMM SVC ETF | $2.8M | 2.1% | 29,069 SH | |
| ISHARES TR | SELECT DIVID ETF | $208K | 0.2% | 1,548 SH | |
| ISHARES TR | U.S. FINLS ETF | $4.3M | 3.2% | 37,918 SH | |
| ISHARES TR | U.S. TECH ETF | $11.8M | 8.9% | 84,182 SH | |
| ISHARES TR | US HLTHCARE ETF | $4.2M | 3.1% | 68,230 SH | |
| JOHNSON & JOHNSON | COM | $221K | 0.2% | 1,335 SH | |
| JPMORGAN CHASE & CO. | COM | $704K | 0.5% | 2,868 SH | |
| MICROSOFT CORP | COM | $328K | 0.2% | 873 SH | |
| NEW GOLD INC CDA | COM | $125K | 0.1% | 33,800 SH | |
| NEXTERS INC | *W EXP 08/26/202 | $371 | 0.0% | 17,100 SH | |
| NVIDIA CORPORATION | COM | $739K | 0.6% | 6,822 SH | |
| PLUG POWER INC | COM NEW | $142K | 0.1% | 105,000 SH | |
| QUALCOMM INC | COM | $204K | 0.2% | 1,325 SH | |
| RTX CORPORATION | COM | $749K | 0.6% | 5,658 SH | |
| Schwab Int'l Equity ETF | INTL EQTY ETF | $811K | 0.6% | 41,001 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $9.4M | 7.1% | 341,820 SH | |
| SCHWAB STRATEGIC TR | INTRM TRM TRES | $20.2M | 15.1% | 812,470 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $411K | 0.3% | 16,871 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $219K | 0.2% | 10,188 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $6.7M | 5.0% | 238,062 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $5.0M | 3.8% | 200,271 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $2.7M | 2.0% | 102,620 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.4M | 1.8% | 102,214 SH | |
| Schwab US Agg Bond ETF | US AGGREGATE B | $4.3M | 3.2% | 186,922 SH | |
| SOUTHERN CO | COM | $394K | 0.3% | 4,283 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $450K | 0.3% | 805 SH | |
| SPROTT ETF TRUST | GOLD MINERS ETF | $1.8M | 1.4% | 48,140 SH | |
| SPROTT PHYSICAL GOLD TRUST | UNIT | $1.7M | 1.3% | 71,206 SH | |
| SPROTT PHYSICAL PLAT PALLAD | UNIT | $371K | 0.3% | 37,331 SH | |
| SPROTT PHYSICAL SILVER TR | TR UNIT | $1.4M | 1.1% | 122,601 SH | |
| Vanguard Consumer Staples | CONSUM STP ETF | $4.7M | 3.5% | 21,369 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.2M | 2.4% | 11,823 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $313K | 0.2% | 3,828 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $334K | 0.2% | 2,587 SH | |
| VANGUARD WORLD FDS | ENERGY ETF | $3.1M | 2.3% | 23,786 SH | |
| WASTE MGMT INC DEL | COM | $257K | 0.2% | 1,112 SH | |
| WELLS FARGO CO NEW | COM | $287K | 0.2% | 3,999 SH | |
| WISDOMTREE TR | US SMALLCAP DIVD | $6.2M | 4.6% | 193,829 SH |
| 13F-HR |
| 0001803295-26-000003 |
| $164.7M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001803295-25-000003 | $141.6M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001803295-26-000002 | $149.4M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001803295-25-000002 | $133.5M | View |