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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2018-11-08 (Q3 2018) | Holdings: 157 | Value: $307.0M | 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 | Reduce 1% $(281.7K) | 13.69% | $42.0M | +323.93% | -17.22% | +29.48% | |
| VUG - VANGUARD INDEX FDS | Add 175% ($26.3M) | 13.48% | $41.4M | +217.83% | -1.42% | +15.98% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | Add 896% ($21.4M) | 7.73% | $23.7M | +37.66% | +0.93% | +11.89% | |
| EZM - WISDOMTREE TR | Add 653% ($12.2M) | 4.60% | $14.1M | +77.82% | +0.39% | +7.25% | |
| GOOGL - ALPHABET INC | Add 4% ($253.2K) | 2.08% | $6.4M | +256.18% | +1.67% | +19.77% | |
| TBF - PROSHARES TR | 1.96% | $6.0M | +16.01% | -7.52% | -16.94% | ||
| V - VISA INC | Add 3% ($142.1K) | 1.86% | $5.7M | +151.07% | -2.18% | +25.32% | |
| JPM - JPMORGAN CHASE & CO | Add 5% ($245.6K) | 1.69% | $5.2M | +219.63% | -9.38% | +19.38% | |
| MSFT - MICROSOFT CORP | Reduce 2% $(78.2K) | 1.58% | $4.8M | +414.79% | -4.64% | +33.88% | |
| CVX - CHEVRON CORP NEW | 1.38% | $4.2M | +72.28% | -0.11% | +6.33% | ||
| META - FACEBOOK INC | Add 6% ($236.3K) | 1.36% | $4.2M | +429.94% | +12.97% | +29.21% | |
| LUMN - CENTURYLINK INC | Reduce 7% $(289.6K) | 1.22% | $3.7M | -66.04% | -21.63% | -10.64% | |
| AMJ - JPMORGAN CHASE & CO | Reduce 1% $(29.6K) | 1.18% | $3.6M | -4.14% | -12.53% | ||
| SBUX - STARBUCKS CORP | Add 1% ($32.2K) | 1.16% | $3.6M | +50.22% | +3.27% | +22.66% | |
| XOM - EXXON MOBIL CORP | Reduce 2% $(55.9K) | 1.09% | $3.3M | +89.15% | -6.65% | -8.16% | |
| DIS - DISNEY WALT CO | 1.05% | $3.2M | +4.51% | -6.69% | +17.30% | ||
| AMZN - AMAZON COM INC | Reduce 6% $(189.2K) | 1.04% | $3.2M | +170.26% | -8.17% | +2.26% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 3% $(80.0K) | 1.01% | $3.1M | +112.87% | -8.40% | -0.37% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Add 1% ($16.2K) | 0.99% | $3.0M | +78.19% | +10.58% | +32.71% | |
| PFF - ISHARES TR | Reduce 14% $(454.2K) | 0.94% | $2.9M | +26.79% | +0.50% | +8.51% | |
| FPF - FIRST TR INTER DUR PFD & IN | Reduce 99% $(203.5M) | 0.85% | $2.6M | +56.18% | +4.58% | +24.14% | |
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(15.2K) | 0.82% | $2.5M | +334.91% | -12.05% | +27.66% | |
| SCHG - SCHWAB STRATEGIC TR | New Purchase | 0.81% | $2.5M | +226.61% | -1.67% | +15.05% | |
| COP - CONOCOPHILLIPS | Add 1% ($24.3K) | 0.81% | $2.5M | +81.48% | +2.00% | -8.37% | |
| BMY - BRISTOL MYERS SQUIBB CO | 0.78% | $2.4M | +4.82% | -4.37% | +13.92% | ||
| WFC - WELLS FARGO CO NEW | Reduce 9% $(231.9K) | 0.75% | $2.3M | +82.36% | -9.42% | +5.91% | |
| GOOG - ALPHABET INC | Reduce 1% $(23.2K) | 0.73% | $2.2M | +261.28% | +1.96% | +20.97% | |
| BA - BOEING CO | Add 25% ($405.2K) | 0.66% | $2.0M | -37.93% | +10.37% | +2.06% | |
| BAC - BANK AMER CORP | Reduce 1% $(20.0K) | 0.64% | $2.0M | +93.83% | -0.63% | +18.05% | |
| XLU - SELECT SECTOR SPDR TR | 0.64% | $2.0M | +94.09% | +2.81% | +16.00% | ||
| HON - HONEYWELL INTL INC | Add 3% ($58.0K) | 0.63% | $1.9M | +70.34% | -0.52% | +23.01% | |
| SCI - SERVICE CORP INTL | Add 3% ($61.7K) | 0.63% | $1.9M | +90.33% | -1.17% | -0.10% | |
| JNJ - JOHNSON & JOHNSON | Reduce 7% $(129.3K) | 0.60% | $1.8M | +37.26% | -8.41% | -6.49% | |
| EMR - EMERSON ELEC CO | Add 2% ($36.4K) | 0.59% | $1.8M | +148.83% | -2.08% | +10.55% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 7% ($118.8K) | 0.59% | $1.8M | +94.40% | -0.00% | +20.26% | |
| KRE - SPDR SERIES TRUST | Reduce 7% $(126.1K) | 0.57% | $1.7M | +30.51% | -1.06% | +3.95% | |
| CLX - CLOROX CO DEL | Reduce 1% $(14.7K) | 0.57% | $1.7M | -4.19% | -0.82% | -4.45% | |
| SCHW - SCHWAB CHARLES CORP NEW | Add 3% ($48.9K) | 0.56% | $1.7M | +121.52% | -7.68% | -9.35% | |
| O - REALTY INCOME CORP | 0.56% | $1.7M | +27.29% | +14.10% | +27.61% | ||
| C - CITIGROUP INC | Add 3% ($50.9K) | 0.56% | $1.7M | +76.14% | -7.67% | +15.70% | |
| AIEQ - ETF MANAGERS TR | New Purchase | 0.56% | $1.7M | +81.27% | +0.20% | +8.36% | |
| MS - MORGAN STANLEY | Add 14% ($210.3K) | 0.56% | $1.7M | +279.77% | -12.65% | +8.97% | |
| INTC - INTEL CORP | Reduce 2% $(25.4K) | 0.54% | $1.6M | -52.85% | +0.59% | +22.58% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.53% | $1.6M | +0.10% | -6.83% | -6.73% | |
| MO - ALTRIA GROUP INC | Reduce 2% $(37.9K) | 0.53% | $1.6M | +60.13% | -24.08% | -24.32% | |
| FDX - FEDEX CORP | Add 2% ($24.4K) | 0.52% | $1.6M | +9.86% | -20.68% | -28.14% | |
| ITA - ISHARES TR | New Purchase | 0.52% | $1.6M | +110.99% | +1.00% | +15.79% | |
| MRK - MERCK & CO INC | New Purchase | 0.51% | $1.6M | +32.64% | +1.83% | +12.79% | |
| HD - HOME DEPOT INC | Add 13% ($180.4K) | 0.51% | $1.6M | +130.36% | -2.29% | +26.39% | |
| PG - PROCTER AND GAMBLE CO | Reduce 100% | 0.00% | $0.00 | ||||
| KIE - SPDR SERIES TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| MMM - 3M CO | Reduce 100% | 0.00% | $0.00 | ||||
| VYM - VANGUARD WHITEHALL FDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| WLK - WESTLAKE CHEM CORP | Reduce 100% | 0.00% | $0.00 | ||||