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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2019-01-31 (Q4 2018) | Holdings: 161 | Value: $309.5M | 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 |
| VUG - VANGUARD INDEX FDS | Add 1% ($385.4K) | 12.07% | $37.4M | +224.93% | +11.29% | +31.29% | |
| VYM - VANGUARD WHITEHALL FDS INC | New Purchase | 11.57% | $35.8M | +97.86% | +6.04% | +14.05% | |
| AAPL - APPLE INC | 9.56% | $29.6M | +421.91% | +26.63% | +87.65% | ||
| FPE - FIRST TR EXCHANGE-TRADED FD | Reduce 1% $(252.1K) | 7.22% | $22.4M | +36.46% | +4.39% | +14.25% | |
| EZM - WISDOMTREE TR | Reduce 3% $(332.7K) | 3.99% | $12.4M | +78.83% | +5.37% | +7.37% | |
| GOOGL - ALPHABET INC | Add 1% ($32.4K) | 1.92% | $6.0M | +244.03% | +4.55% | +32.10% | |
| V - VISA INC | 1.74% | $5.4M | +166.93% | +20.45% | +49.27% | ||
| JPM - JPMORGAN CHASE & CO | 1.55% | $4.8M | +242.14% | +11.58% | +32.02% | ||
| MSFT - MICROSOFT CORP | Add 3% ($148.9K) | 1.50% | $4.7M | +447.53% | +23.75% | +70.52% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 1.47% | $4.6M | +83.70% | +9.67% | +33.24% | |
| SBUX - STARBUCKS CORP | Reduce 2% $(64.3K) | 1.24% | $3.8M | +49.20% | +13.61% | +27.75% | |
| CVX - CHEVRON CORP NEW | Reduce 8% $(327.7K) | 1.18% | $3.7M | +72.91% | +2.01% | -5.19% | |
| TLT - ISHARES TR | New Purchase | 1.14% | $3.5M | -15.18% | +2.65% | +22.55% | |
| META - FACEBOOK INC | Reduce 3% $(102.1K) | 1.10% | $3.4M | +368.94% | +16.40% | +23.12% | |
| SH - PROSHARES TR | New Purchase | 1.06% | $3.3M | -61.08% | -7.13% | -16.50% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.00% | $3.1M | +128.49% | +4.93% | +8.21% | ||
| AWK - AMERICAN WTR WKS CO INC NEW | 0.99% | $3.1M | +65.08% | +12.42% | +45.21% | ||
| DIS - DISNEY WALT CO | Reduce 1% $(38.3K) | 0.96% | $3.0M | +9.47% | +21.80% | +27.75% | |
| AMJ - JPMORGAN CHASE & CO | Reduce 6% $(189.7K) | 0.92% | $2.9M | +2.18% | -11.69% | ||
| XOM - EXXON MOBIL CORP | Reduce 2% $(53.3K) | 0.90% | $2.8M | +102.64% | +6.17% | -15.06% | |
| AMZN - AMAZON COM INC | Add 1% ($22.5K) | 0.87% | $2.7M | +185.70% | +16.64% | +22.29% | |
| FPF - FIRST TR INTER DUR PFD & IN | Reduce 1% $(25.4K) | 0.85% | $2.6M | +47.03% | +6.43% | +21.88% | |
| PFF - ISHARES TR | Reduce 7% $(202.2K) | 0.81% | $2.5M | +25.19% | +3.14% | +11.59% | |
| SCHG - SCHWAB STRATEGIC TR | Reduce 2% $(36.0K) | 0.72% | $2.2M | +234.30% | +10.15% | +30.01% | |
| COST - COSTCO WHSL CORP NEW | Reduce 2% $(41.8K) | 0.71% | $2.2M | +383.62% | +13.20% | +42.51% | |
| BMY - BRISTOL MYERS SQUIBB CO | Reduce 9% $(223.6K) | 0.71% | $2.2M | +12.04% | -4.12% | +34.08% | |
| XLU - SELECT SECTOR SPDR TR | Add 12% ($223.0K) | 0.69% | $2.1M | +92.70% | +7.36% | +30.88% | |
| GOOG - ALPHABET INC | 0.68% | $2.1M | +248.81% | +5.01% | +33.58% | ||
| COP - CONOCOPHILLIPS | Reduce 10% $(224.4K) | 0.63% | $2.0M | +74.55% | -7.88% | -11.47% | |
| CME - CME GROUP INC | New Purchase | 0.62% | $1.9M | +93.28% | -3.78% | +20.53% | |
| WFC - WELLS FARGO CO NEW | Reduce 10% $(203.6K) | 0.60% | $1.9M | +95.79% | -1.57% | -0.87% | |
| O - REALTY INCOME CORP | 0.60% | $1.9M | +14.21% | +2.76% | +18.00% | ||
| BA - BOEING CO | Reduce 1% $(14.2K) | 0.59% | $1.8M | -40.87% | -1.92% | -16.27% | |
| CLX - CLOROX CO DEL | 0.58% | $1.8M | +0.14% | -0.61% | +6.67% | ||
| JNJ - JOHNSON & JOHNSON | Add 4% ($61.3K) | 0.57% | $1.8M | +47.61% | +6.62% | +15.21% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(37.1K) | 0.57% | $1.8M | +93.78% | +12.77% | +30.08% | |
| BAC - BANK AMER CORP | 0.57% | $1.8M | +93.76% | +6.34% | +17.90% | ||
| SCI - SERVICE CORP INTL | Reduce 1% $(26.2K) | 0.56% | $1.7M | +97.28% | -3.40% | +14.36% | |
| MRK - MERCK & CO INC | Add 1% ($21.3K) | 0.54% | $1.7M | +31.53% | +4.32% | +18.10% | |
| HON - HONEYWELL INTL INC | Reduce 1% $(24.6K) | 0.53% | $1.6M | +70.98% | +15.57% | +17.56% | |
| MINT - PIMCO ETF TR | New Purchase | 0.52% | $1.6M | +19.54% | +0.95% | +3.19% | |
| INTC - INTEL CORP | Reduce 10% $(166.1K) | 0.50% | $1.6M | -51.11% | +8.55% | +40.30% | |
| UNH - UNITEDHEALTH GROUP INC | 0.50% | $1.5M | +2.90% | -13.27% | +3.79% | ||
| AWR - AMERICAN STS WTR CO | New Purchase | 0.48% | $1.5M | +22.54% | +4.23% | +34.07% | |
| MS - MORGAN STANLEY | Reduce 4% $(53.8K) | 0.47% | $1.5M | +313.28% | +13.17% | +27.89% | |
| MMM - 3M CO | New Purchase | 0.47% | $1.5M | +13.18% | -7.01% | -19.67% | |
| SCHW - SCHWAB CHARLES CORP NEW | Reduce 9% $(141.4K) | 0.47% | $1.4M | +128.98% | -2.45% | -0.98% | |
| HD - HOME DEPOT INC | Reduce 4% $(64.3K) | 0.46% | $1.4M | +134.32% | +8.83% | +29.24% | |
| ECL - ECOLAB INC | New Purchase | 0.45% | $1.4M | +76.90% | +15.38% | +28.41% | |
| MO - ALTRIA GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| LUMN - CENTURYLINK INC | Reduce 100% | 0.00% | $0.00 | ||||
| C - CITIGROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| AIEQ - ETF MANAGERS TR | Reduce 100% | 0.00% | $0.00 | ||||
| EMR - EMERSON ELEC CO | Reduce 100% | 0.00% | $0.00 | ||||
| FDX - FEDEX CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ITA - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| TBF - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| KRE - SPDR SERIES TRUST | Reduce 100% | 0.00% | $0.00 | ||||