• 13F History

HC Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 5, 2025
Value $
$125M
Signature - Title
Lily Hsieh - Chief Compliance Officer
Location
Sandy Springs, GA
Summary
This page shows a list of all the recent 13F filings made by HC Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HC Advisors, LLC reported 59 stock holdings with total value $125M as of Q4 2024. Top holdings included SCHR, FDL, IYW, SCHE, and SCHD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 59 $125M +$29.1M -$2.5M +$26.6M SCHR, FDL, IYW, SCHE, SCHD 13F-HR 2/5/2025, 10:26 AM
Q3 2024 53 $122M +$7.26M -$951K +$6.31M SCHR, FDL, IYW, SCHE, SCHD 13F-HR 11/5/2024, 12:56 PM
Q2 2024 50 $108M +$2.47M -$107M -$104M SCHR, FDL, IYW, SCHE, SCHD 13F-HR 8/7/2024, 01:32 PM
Q1 2024 91 $210M +$25.1M -$2.75M +$22.4M VTI, SCHR, FDL, IYW, SCHE 13F-HR 5/13/2024, 05:52 PM
Q4 2023 87 $179M +$16.2M -$19.4M -$3.2M VTI, SCHR, FDL, IYW, SCHE 13F-HR 1/25/2024, 02:10 PM
Q3 2023 88 $168M +$5.61M -$4.05M +$1.55M VTI, SCHR, SCHP, FDL, SCHE 13F-HR 11/7/2023, 01:58 PM
Q2 2023 83 $172M +$9.04M -$3.79M +$5.25M VTI, SCHP, SCHR, FDL, SCHE 13F-HR 8/10/2023, 12:25 PM
Q1 2023 81 $162M +$16.5M -$4.54M +$11.9M VTI, SCHP, SCHR, FDL, SCHE 13F-HR 5/8/2023, 03:13 PM
Q4 2022 83 $146M +$8.41M -$11.8M -$3.43M VTI, SCHR, FDL, SCHP, IYF 13F-HR 2/8/2023, 04:31 PM
Q3 2022 85 $145M +$15.5M -$2.75M +$12.7M VTI, SCHR, SCHP, FDL, SCHE 13F-HR 11/10/2022, 01:16 PM
Q2 2022 80 $140M +$10.5M -$5.16M +$5.29M VTI, SCHR, FDL, SCHP, SCHE 13F-HR 8/8/2022, 02:08 PM
Q1 2022 83 $158M +$19M -$12.4M +$6.55M VTI, FDL, SCHP, SCHR, IEF 13F-HR 5/6/2022, 04:44 PM
Q4 2021 86 $163M +$6.98M -$3.53M +$3.45M VTI, SCHR, FDL, IEF, IYW 13F-HR 2/2/2022, 09:34 AM
Q3 2021 81 $152M +$2.54M -$11.5M -$8.96M VTI, SCHR, FDL, IEF, SCHE 13F-HR 10/29/2021, 04:25 PM
Q2 2021 82 $163M +$6.23M -$3.94M +$2.29M VTI, SCHR, FDL, SCHE, IYW 13F-HR 8/9/2021, 04:46 PM
Q1 2021 89 $155M +$10.2M -$6.68M +$3.56M VTI, SCHR, FDL, SCHE, IEF 13F-HR 5/7/2021, 09:44 AM
Q4 2020 87 $146M +$19.8M -$1.56M +$18.2M VTI, SCHR, FDL, SCHE, IEF 13F-HR 2/8/2021, 02:02 PM
Q3 2020 76 $124M +$16.4M -$6.51M +$9.89M SCHR, VTI, IEF, FDL, SCHP 13F-HR 11/4/2020, 09:30 AM
Q2 2020 78 $121M +$117M -$3.06M +$114M VTI, SCHR, IEF, FDL, IYW 13F-HR 8/12/2020, 03:02 PM
Q1 2020 29 $23M +$20.3M -$438K +$19.9M RSPG, AAPL, MSFT, CNC, VRSK 13F-HR 5/8/2020, 04:39 PM
Q4 2019 44 $96.5M VTI, IEF, SCHE, VDC, IYF 13F-HR 2/13/2020, 10:08 AM