HRC WEALTH MANAGEMENT, LLC
Top Portfolio Positions
26 positions ·
$20,334,089 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
23,720 | $6,019,898 | 29.60% | |
| NVDA |
Nvidia Corp
Technology
|
11,734 | $2,046,409 | 10.06% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,980 | $1,719,996 | 8.46% | |
| BA |
Boeing Co
Industrials
|
5,609 | $1,116,359 | 5.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,893 | $907,125 | 4.46% | |
| MSFT |
Microsoft Corp
Technology
|
2,309 | $854,722 | 4.20% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,136 | $794,058 | 3.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,529 | $734,984 | 3.61% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
691 | $688,533 | 3.39% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
33,388 | $554,574 | 2.73% |
Portfolio Trend
10 quarters · across all stocks
Holdings in BRSP
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,665 | 20,476 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $114,665 | 20,476 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $111,667 | 20,565 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $103,853 | 20,565 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $114,341 | 20,565 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $115,986 | 20,565 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $61,952 | 11,063 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $63,059 | 11,063 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $76,224 | 11,063 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $82,308 | 11,063 | Shares | Sole | 2024-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||