13F Filings History of HC FINANCIAL ADVISORS INC

Latest 13F report
Q2 2022 - 25 Jul 2022
Value $
$149,377,000
Signature - Title
Cindi Hill - Filing Agent
Location
Lafayette, CA
Summary
This page shows a list of all the recent 13F filings made by HC FINANCIAL ADVISORS INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HC FINANCIAL ADVISORS INC reported 330 stock holdings with total value $149,377,000 as of Q2 2022. Top holdings included AAPL, V, TOTL, NFRA, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2022 330 $149,377,000 +$8,768,720 -$4,093,576 +$4,675,144 AAPL, V, TOTL, NFRA, MSFT 13F-HR 22 Jul 2022, 17:36
Q1 2022 306 $167,982,000 +$5,054,301 -$6,439,065 -$1,384,764 AAPL, V, MSFT, TOTL, NFRA 13F-HR 04 May 2022, 12:01
Q4 2021 317 $179,956,000 +$6,119,413 -$6,173,873 -$54,460 AAPL, MSFT, V, TOTL, BNL 13F-HR 19 Jan 2022, 16:52
Q3 2021 320 $166,611,000 +$3,269,441 -$7,408,680 -$4,139,239 TOTL, AAPL, BNL, V, MSFT 13F-HR 19 Oct 2021, 13:45
Q2 2021 329 $171,565,000 +$4,109,402 -$6,263,556 -$2,154,154 TOTL, AAPL, BNL, V, MSFT 13F-HR 28 Jul 2021, 13:08
Q1 2021 333 $164,023,000 +$7,952,376 -$7,021,593 +$930,783 TOTL, AAPL, V, MSFT, BNL 13F-HR 21 Apr 2021, 15:51
Q4 2020 342 $155,981,000 +$5,846,321 -$4,927,639 +$918,682 TOTL, AAPL, V, DIS, MSFT 13F-HR 26 Jan 2021, 16:20
Q3 2020 366 $139,558,000 +$12,760,483 -$5,605,669 +$7,154,814 TOTL, AAPL, MSFT, V, HD 13F-HR 30 Oct 2020, 14:58
Q2 2020 340 $128,033,000 +$4,311,331 -$4,661,748 -$350,417 TOTL, AAPL, MSFT, V, HD 13F-HR 28 Jul 2020, 15:07
Q1 2020 384 $111,947,000 +$12,623,790 -$4,617,999 +$8,005,791 TOTL, AAPL, V, MSFT, DIS 13F-HR 08 Apr 2020, 14:59
Q4 2019 68 $127,291,000 +$6,279,491 -$3,660,287 +$2,619,204 TOTL, AAPL, V, MSFT, DIS 13F-HR 17 Jan 2020, 11:22
Q3 2019 65 $116,736,000 +$19,333,711 -$3,917,419 +$15,416,292 TOTL, V, AAPL, MSFT, DIS 13F-HR 15 Oct 2019, 16:53
Q2 2019 45 $100,194,000 +$3,132,769 -$2,107,963 +$1,024,806 TOTL, V, TDTT, AAPL, DIS 13F-HR 24 Jul 2019, 20:24
Q1 2019 44 $95,338,000 +$47,926,126 -$2,245,747 +$45,680,379 TOTL, AAPL, TDTT, V, MSFT 13F-HR 23 Apr 2019, 17:23
Q4 2018 21 $44,819,000 $0 $0 $0 TOTL, TDTT, AAPL, V, DES 13F-HR 25 Jan 2019, 11:33
Q1 2018 69 $101,327,000 $0 $0 $0 TDTT, TOTL, AAPL, HD, NTRS 13F-HR 07 May 2018, 13:02