StockDriftsStockDriftsTop 50 HC Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHR | SCHWAB STRATEGIC TR | 15% | 899.5K | $22.4M | +4.87%(+41.80K) | $25.87(-4.59%) | 2026-03-31 | |
| IYW | ISHARES TR | 10.81% | 89.0K | $16.2M | +7.27%(+6.03K) | $97.67(+146.39%) | 2026-03-31 | |
| FDL | FIRST TR MORNINGSTAR DIV LEA | 9.95% | 292.7K | $14.9M | -2.79%(-8.40K) | $29.45(+67.82%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 6.92% | 313.9K | $10.3M | -3.03%(-9.80K) | $26.04(+39.85%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 5.6% | 287.1K | $8.4M | +13.13%(+33.31K) | $18.62(+84.29%) | 2026-03-31 | |
| DES | WISDOMTREE TR | 4.97% | 206.5K | $7.4M | +0.78%(+1.59K) | $24.81(+53.01%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.89% | 189.5K | $5.8M | +6.01%(+10.74K) | $20.73(+53.16%) | 2026-03-31 | |
| VDC | Vanguard Consumer Staples | 3.56% | 23.7K | $5.3M | +16.80%(+3.40K) | $192.47(+20.14%) | 2026-03-31 | |
| SCHZ | Schwab US Agg Bond ETF | 3.54% | 227.6K | $5.3M | +16.34%(+31.97K) | $24.35(-5.20%) | 2026-03-31 | |
| IYH | ISHARES TR | 2.98% | 72.3K | $4.5M | -1.65%(-1.22K) | $49.96(+23.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.44% | +38.40% |
| Top 20 Holdings Unweighted | +13.96% | +47.98% |
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