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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2018-08-14 (Q2 2018) | Holdings: 173 | Value: $304.8M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | New Purchase | 11.74% | $35.8M | +317.94% | -8.19% | -2.08% | |
| VYM - VANGUARD WHITEHALL FDS INC | New Purchase | 11.54% | $35.2M | +94.75% | -0.32% | +1.06% | |
| FPF - FIRST TR INTER DUR PFD & IN | New Purchase | 8.33% | $25.4M | +49.16% | -5.80% | +12.07% | |
| VUG - VANGUARD INDEX FDS | New Purchase | 4.98% | $15.2M | +208.29% | -5.64% | +5.01% | |
| GOOGL - ALPHABET INC | New Purchase | 2.05% | $6.2M | +210.30% | -13.92% | -6.02% | |
| TBF - PROSHARES TR | New Purchase | 1.85% | $5.6M | +23.77% | +5.54% | -18.41% | |
| V - VISA INC | New Purchase | 1.74% | $5.3M | +158.34% | +1.40% | +26.60% | |
| META - FACEBOOK INC | New Purchase | 1.61% | $4.9M | +333.64% | -19.79% | +1.81% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 1.61% | $4.9M | +217.37% | -2.62% | -4.78% | |
| CVX - CHEVRON CORP NEW | New Purchase | 1.51% | $4.6M | +68.96% | -2.03% | -0.08% | |
| MSFT - MICROSOFT CORP | New Purchase | 1.48% | $4.5M | +425.99% | -0.69% | +25.15% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 1.29% | $3.9M | +121.37% | +16.43% | +48.81% | |
| AMJ - JPMORGAN CHASE & CO | New Purchase | 1.20% | $3.7M | -10.71% | -14.79% | ||
| LUMN - CENTURYLINK INC | New Purchase | 1.16% | $3.5M | -71.26% | -13.49% | -48.11% | |
| XOM - EXXON MOBIL CORP | New Purchase | 1.15% | $3.5M | +97.16% | +1.55% | -9.57% | |
| PFF - ISHARES TR | New Purchase | 1.15% | $3.5M | +24.03% | -3.26% | +5.78% | |
| AMZN - AMAZON COM INC | New Purchase | 1.06% | $3.2M | +145.20% | -15.19% | -6.99% | |
| SBUX - STARBUCKS CORP | New Purchase | 0.97% | $3.0M | +96.69% | +29.96% | +86.12% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.96% | $2.9M | +130.17% | +6.03% | -3.27% | |
| DIS - DISNEY WALT CO | New Purchase | 0.95% | $2.9M | +10.11% | +4.39% | +20.59% | |
| AWK - AMERICAN WTR WKS CO INC NEW | New Purchase | 0.94% | $2.9M | +80.64% | +5.26% | +44.29% | |
| WFC - WELLS FARGO CO NEW | New Purchase | 0.90% | $2.8M | +69.19% | -7.68% | -21.89% | |
| BMY - BRISTOL MYERS SQUIBB CO | New Purchase | 0.85% | $2.6M | -6.97% | -10.45% | -21.11% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | New Purchase | 0.80% | $2.4M | +37.16% | -1.36% | +7.94% | |
| COP - CONOCOPHILLIPS | New Purchase | 0.80% | $2.4M | +68.05% | -8.13% | -27.22% | |
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.76% | $2.3M | +371.18% | +4.68% | +24.28% | |
| GOOG - ALPHABET INC | New Purchase | 0.75% | $2.3M | +215.65% | -13.39% | -5.04% | |
| KRE - SPDR SERIES TRUST | New Purchase | 0.71% | $2.2M | +16.86% | -11.47% | -20.38% | |
| BAC - BANK AMER CORP | New Purchase | 0.69% | $2.1M | +83.71% | -8.02% | -12.06% | |
| EZM - WISDOMTREE TR | New Purchase | 0.66% | $2.0M | +68.63% | -6.53% | -9.36% | |
| SCHW - SCHWAB CHARLES CORP NEW | New Purchase | 0.62% | $1.9M | +115.27% | -5.11% | -25.79% | |
| XLU - SELECT SECTOR SPDR TR | New Purchase | 0.62% | $1.9M | +100.46% | +2.24% | +18.30% | |
| INTC - INTEL CORP | New Purchase | 0.61% | $1.9M | -51.55% | +1.32% | -1.89% | |
| HON - HONEYWELL INTL INC | New Purchase | 0.59% | $1.8M | +75.44% | +1.97% | +13.69% | |
| EMR - EMERSON ELEC CO | New Purchase | 0.58% | $1.8M | +133.86% | -5.37% | -20.59% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.57% | $1.7M | +54.46% | +12.11% | +3.30% | |
| WLK - WESTLAKE CHEM CORP | New Purchase | 0.56% | $1.7M | -8.54% | -25.33% | -36.18% | |
| C - CITIGROUP INC | New Purchase | 0.55% | $1.7M | +72.15% | -6.05% | -8.93% | |
| FDX - FEDEX CORP | New Purchase | 0.54% | $1.6M | +3.77% | -6.03% | -36.29% | |
| MS - MORGAN STANLEY | New Purchase | 0.52% | $1.6M | +275.10% | -5.62% | -14.92% | |
| O - REALTY INCOME CORP | New Purchase | 0.52% | $1.6M | +40.62% | +11.06% | +31.80% | |
| CLX - CLOROX CO DEL | New Purchase | 0.52% | $1.6M | +6.72% | +13.47% | +14.37% | |
| BA - BOEING CO | New Purchase | 0.51% | $1.6M | -31.85% | +1.95% | -0.42% | |
| SCI - SERVICE CORP INTL | New Purchase | 0.51% | $1.5M | +108.64% | +8.49% | +17.05% | |
| MO - ALTRIA GROUP INC | New Purchase | 0.51% | $1.5M | +79.71% | -1.79% | -18.32% | |
| TMO - THERMO FISHER SCIENTIFIC INC | New Purchase | 0.51% | $1.5M | +107.23% | +3.52% | +19.29% | |
| MMM - 3M CO | New Purchase | 0.49% | $1.5M | +16.00% | +3.53% | -18.24% | |
| HD - HOME DEPOT INC | New Purchase | 0.49% | $1.5M | +127.39% | -7.03% | +7.95% | |
| KIE - SPDR SERIES TRUST | New Purchase | 0.49% | $1.5M | +105.69% | -2.17% | +8.48% | |