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Asset Manager ← All Institutions

HRC WEALTH MANAGEMENT, LLC

Q2 2025 · Filed 2025-07-22
Market Value
$188M
+16.4%
Holdings
54
-1
New Purchases
2
Added To
34
Closed
3
Reduced
6
Top 10 Concentration
87.5%
Turnover
9.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHG 35.31% 33.39% +1.92% $66M
VOT 4.72% 3.85% +0.87% $9M
SCHX 16.26% 15.94% +0.32% $31M
NVDA 0.97% 0.77% +0.19% $2M
MSFT 0.59% 0.47% +0.12% $1M
GOOGL 0.11% 0.00% +0.11% $211K
WMT 0.11% 0.00% +0.11% $207K
AVGO 0.20% 0.14% +0.06% $366K
GBTC 0.24% 0.19% +0.05% $456K
QQQ 0.83% 0.79% +0.05% $2M
BA 0.63% 0.59% +0.03% $1M
TSLA 0.36% 0.34% +0.03% $679K
XLK 0.39% 0.37% +0.02% $735K
VGT 0.43% 0.41% +0.02% $814K
ITA 0.30% 0.29% +0.02% $568K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHV 18.82% 19.79% -0.97% $35M
SCHD 3.51% 4.28% -0.76% $7M
AAPL 2.59% 3.23% -0.64% $5M
BRK-A 0.78% 0.99% -0.21% $1M
SLYG 3.44% 3.63% -0.20% $6M
CVX 0.00% 0.13% -0.13% $0
JNJ 0.00% 0.13% -0.13% $0
EPD 0.00% 0.13% -0.13% $0
AGG 0.48% 0.60% -0.12% $899K
VT 1.06% 1.12% -0.07% $2M
FHLC 0.26% 0.33% -0.06% $494K
FNDX 0.41% 0.46% -0.05% $778K
SBUX 0.19% 0.23% -0.05% $350K
COST 0.40% 0.45% -0.05% $752K
XMHQ 0.20% 0.25% -0.05% $378K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 24 $19M 9.9%
Large Cap 23 $160M 85.2%
Mid Cap 6 $9M 4.8%
Small Cap 1 $104K 0.1%

Portfolio Analytics

Avg Market Cap
$774.3B
Median Market Cap
$142.1B
Avg P/E
48.1
Median P/E
28.9
Avg Dividend Yield
0.02%
Avg Beta
1.02
# Stocks
26
# ETFs / Funds
28

Top Holdings (54 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHG 35.31% 2,267,730 $66M $29.21 $12M +118,980 +5.5%
2 SCHV 18.82% 1,276,023 $35M $27.67 $3M +76,181 +6.3%
3 SCHX 16.26% 1,248,091 $31M $24.44 $5M +84,905 +7.3%
4 VOT 4.72% 31,128 $9M $284.39 $3M +5,756 +22.7%
5 SCHD 3.51% 248,723 $7M $26.50 -$303K +2,148 +0.9%
6 SLYG 3.44% 72,713 $6M $88.75 $595K +2,136 +3.0%
7 AAPL 2.59% 23,670 $5M $205.17 -$342K +266 +1.1%
8 VT 1.06% 15,406 $2M $128.52 $167K -228 -1.5%
9 NVDA 0.97% 11,481 $2M $157.99 $570K +1 +0.0%
10 QQQ 0.83% 2,835 $2M $551.56 $295K +129 +4.8%
11 BRK-A 0.78% 2 $1M $728,800.00 -$139K
12 BA 0.63% 5,609 $1M $209.53 $219K
13 MSFT 0.59% 2,224 $1M $497.52 $343K +190 +9.3%
14 VXUS 0.53% 14,311 $989K $69.09 $100K +2 +0.0%
15 IJR 0.52% 8,910 $974K $109.29 $95K +503 +6.0%
16 IMCG 0.48% 11,336 $909K $80.23 $73K -370 -3.2%
17 AGG 0.48% 9,064 $899K $99.20 -$67K -700 -7.2%
18 VGT 0.43% 1,227 $814K $663.09 $149K +2 +0.2%
19 FNDX 0.41% 31,692 $778K $24.54 $33K +138 +0.4%
20 COST 0.40% 760 $752K $989.83 $33K -1 -0.1%
21 XLK 0.39% 2,904 $735K $253.21 $138K +13 +0.5%
22 MGC 0.38% 3,205 $721K $224.89 $75K
23 IVV 0.38% 1,158 $719K $620.91 $70K +4 +0.3%
24 AMZN 0.37% 3,134 $688K $219.39 $92K +6 +0.2%
25 TSLA 0.36% 2,136 $679K $317.66 $137K +46 +2.2%
26 EFG 0.36% 6,055 $678K $112.01 $75K +24 +0.4%
27 IWF 0.33% 1,441 $612K $424.73 $92K +1 +0.1%
28 VTI 0.31% 1,916 $582K $303.86 $56K
29 ITA 0.30% 3,009 $568K $188.64 $107K
30 GOOG 0.30% 3,171 $563K $177.40 $70K +19 +0.6%
31 IWY 0.30% 2,268 $559K $246.55 $81K +2 +0.1%
32 FHLC 0.26% 7,730 $494K $63.95 -$33K +10 +0.1%
33 GBTC 0.24% 5,375 $456K $84.83 $152K +706 +15.1%
34 IEFA 0.23% 5,076 $424K $83.48 $69K +382 +8.1%
35 BRK-B 0.22% 858 $417K $485.77 $29K +129 +17.7%
36 AHR 0.22% 11,142 $409K $36.74 $72K
37 USB 0.21% 8,783 $397K $45.25 $30K +77 +0.9%
38 XMHQ 0.20% 3,849 $378K $98.23 -$19K -494 -11.4%
39 AVGO 0.20% 1,327 $366K $275.69 $145K +8 +0.6%
40 SBUX 0.19% 3,821 $350K $91.62 -$24K +7 +0.2%
41 XMMO 0.18% 2,669 $343K $128.65 -$5K -394 -12.9%
42 WFC 0.16% 3,811 $305K $80.12 $33K +11 +0.3%
43 META 0.16% 401 $296K $738.29 $65K
44 VYM 0.16% 2,197 $293K $133.31 $30K +156 +7.6%
45 JPM 0.15% 987 $286K $289.77 $44K +1 +0.1%
46 XOM 0.15% 2,644 $285K $107.81 -$29K +2 +0.1%
47 LLY 0.12% 300 $234K $779.53 -$14K
48 VZ 0.12% 5,134 $222K $43.27 -$3K +165 +3.3%
49 GOOGL 0.11% 1,200 $211K $176.16 +1,200 NEW
50 WMT 0.11% 2,116 $207K $97.80 +2,116 NEW
51 BRSP 0.06% 20,565 $104K $5.05 -$10K
52 CVX —% -$216K -1,292 -100.0% SOLD
53 JNJ —% -$211K -1,273 -100.0% SOLD
54 EPD —% -$207K -6,068 -100.0% SOLD

New Positions

SymbolValue% Port
GOOGL $211K 0.11%
WMT $207K 0.11%

Sold Out Positions

SymbolValue% Port
CVX —%
EPD —%
JNJ —%
View SEC EDGAR Filings for HRC WEALTH MANAGEMENT, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms