HRC WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 12, 2024
Value $: $155M
Signature - Title: Bradley Lewis - CHIEF COMPLIANCE OFFICER/MANAGING MEMBER
Location: Moscow, ID
Summary: This page shows a list of all the recent 13F filings made by HRC WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HRC WEALTH MANAGEMENT, LLC reported 43 stock holdings with total value $155M as of Q3 2024. Top holdings included SCHG, SCHV, SCHX, SCHD, and SLYG.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	43	$155M	+$973K	-$234K	+$738K	SCHG, SCHV, SCHX, SCHD, SLYG	13F-HR	11/12/2024, 02:28 PM
Q2 2024	43	$146M	+$5.32M	-$324K	+$4.99M	SCHG, SCHV, SCHX, SCHD, SLYG	13F-HR	7/25/2024, 02:00 PM
Q1 2024	41	$137M	+$11.6M	-$1.1M	+$10.5M	SCHG, SCHV, SCHX, SCHD, SLYG	13F-HR	5/13/2024, 09:26 AM
Q4 2023	27	$116M	$0	$0		SCHG, SCHV, SCHX, SCHD, AAPL	13F-HR	2/12/2024, 11:22 AM