HC ADVISORS LLC
Q4 2024 Form 13-F
SANDY SPRINGS, GEORGIA
CIK 0001803295
· CRD 165200
· SEC-registered investment adviser
$124.6M Reported Value Total
HC ADVISORS LLC reports 822 total accounts under management (AUM). There are 751 discretionary accounts valued at $414,610,036, and 71 non-discretionary accounts valued at $210,796,464.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-07-30
Reported value
$124.6M
Quarter over quarter
-16.9%
Holdings
59
Top-10 concentration
68.6%
Key People
Form ADV owners & control persons
Daniel Christopher Henning
MANAGING MEMBER/CHIEF EXECUTIVE OFFICER
Lily Melinda Hsieh
CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER
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Q4 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | February 05, 2025 |
| Form | 13F-HR |
| Reported value | $124.6M |
| Positions | 59 |
| Change in reported value | +2.5% |
| New positions | 11 |
| Exited positions | 5 |
| Position turnover | 25.0% |
| Top-10 concentration | 68.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 7, 2026
|
62 | $164.7M |
|
Q1 2026 13F
Filed May 5, 2026
|
60 | $149.4M |
|
Q4 2025 13F
Filed Feb 11, 2026
|
60 | $144.5M |
|
Q3 2025 13F
Filed Nov 7, 2025
|
61 | $142.3M |
|
Q2 2025 13F
Filed Aug 7, 2025
|
60 | $141.6M |
|
Q1 2025 13F
Filed May 14, 2025
|
62 | $133.5M |
|
Q4 2024 13F
Filed Feb 5, 2025
|
59 | $124.6M |
|
Q3 2024 13F
Filed Nov 5, 2024
|
53 | $121.6M |
|
Q2 2024 13F
Filed Aug 7, 2024
|
50 | $108.4M |
|
Q1 2024 13F
Filed May 14, 2024
|
91 | $209.8M |
|
Q4 2023 13F
Filed Jan 25, 2024
|
87 | $178.6M |
|
Q3 2023 13F
Filed Nov 7, 2023
|
83 | $168.2M |
|
Q2 2023 13F
Filed Aug 10, 2023
|
83 | $172.4M |
|
Q1 2023 13F
Filed May 8, 2023
|
81 | $161.8M |
|
Q4 2022 13F
Filed Feb 9, 2023
|
84 | $146.5M |
|
Q3 2022 13F
Filed Nov 10, 2022
|
85 | $145.2M |
|
Q2 2022 13F
Filed Aug 8, 2022
|
80 | $140.4M |
|
Q1 2022 13F
Filed May 6, 2022
|
83 | $157.6M |
|
Q4 2021 13F
Filed Feb 2, 2022
|
86 | $163.0M |
|
Q3 2021 13F
Filed Oct 29, 2021
|
81 | $152.4M |
7 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SCHR SCHWAB STRATEGIC TR | $18.6M | 14.91% |
| 2 | FDL FIRST TR MORNINGSTAR DIV LEA | $14.9M | 11.93% |
| 3 | IYW ISHARES TR | $12.0M | 9.67% |
| 4 | SCHE SCHWAB STRATEGIC TR | $8.7M | 6.96% |
| 5 | SCHD SCHWAB STRATEGIC TR | $6.6M | 5.26% |
| 6 | DES WISDOMTREE TR | $6.5M | 5.21% |
| 7 | SCHG SCHWAB STRATEGIC TR | $5.6M | 4.46% |
| 8 | VDC Vanguard Consumer Staples | $4.5M | 3.57% |
| 9 | IYF ISHARES TR | $4.3M | 3.42% |
| 10 | SCHZ Schwab US Agg Bond ETF | $4.0M | 3.2% |
| 11 | IYH ISHARES TR | $3.7M | 3.0% |
| 12 | GRND GRINDR INC | $3.3M | 2.63% |
| 13 | IXP ISHARES TR | $3.0M | 2.44% |
| 14 | SCHM SCHWAB STRATEGIC TR | $2.9M | 2.29% |
| 15 | VDE VANGUARD WORLD FDS | $2.8M | 2.29% |
| 16 | SCHA SCHWAB STRATEGIC TR | $2.6M | 2.09% |
| 17 | AAPL APPLE INC | $1.5M | 1.19% |
| 18 | PHYS SPROTT PHYSICAL GOLD TRUST | $1.4M | 1.15% |
| 19 | SGDM SPROTT ETF TRUST | $1.3M | 1.07% |
| 20 | PSLV SPROTT PHYSICAL SILVER TR | $1.2M | 0.94% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.