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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2019-05-10 (Q1 2019) | Holdings: 176 | Value: $348.0M | 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 | Add 13% ($4.6M) | 11.54% | $40.2M | +360.46% | +7.21% | +69.82% | |
| TLT - ISHARES TR | Add 486% ($17.8M) | 6.18% | $21.5M | -18.36% | +14.70% | +32.42% | |
| VUG - VANGUARD INDEX FDS | Reduce 51% $(22.0M) | 6.17% | $21.5M | +202.64% | +3.88% | +20.01% | |
| VYM - VANGUARD WHITEHALL FDS INC | Reduce 51% $(19.8M) | 5.57% | $19.4M | +91.50% | +0.94% | -6.71% | |
| M - MACYS INC | New Purchase | 4.99% | $17.4M | -26.17% | -11.48% | -73.62% | |
| MINT - PIMCO ETF TR | Add 907% ($14.6M) | 4.65% | $16.2M | +18.29% | +0.74% | +1.51% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | Reduce 53% $(12.5M) | 3.23% | $11.3M | +31.74% | +3.67% | +0.07% | |
| AMJ - JPMORGAN CHASE & CO | Add 33% ($2.2M) | 2.62% | $9.1M | -6.62% | -43.34% | ||
| SH - PROSHARES TR | Add 208% ($6.0M) | 2.56% | $8.9M | -59.48% | -1.87% | -12.59% | |
| MSFT - MICROSOFT CORP | Add 23% ($1.2M) | 1.83% | $6.4M | +355.87% | +9.82% | +52.45% | |
| GOOGL - ALPHABET INC | Reduce 12% $(774.2K) | 1.69% | $5.9M | +237.14% | +2.55% | +22.56% | |
| V - VISA INC | Reduce 9% $(605.8K) | 1.69% | $5.9M | +129.51% | +12.36% | +17.49% | |
| JPM - JPMORGAN CHASE & CO | Reduce 2% $(94.8K) | 1.40% | $4.9M | +220.79% | -1.49% | -15.63% | |
| PG - PROCTER AND GAMBLE CO | Reduce 4% $(199.1K) | 1.39% | $4.8M | +67.16% | +11.07% | +12.49% | |
| SBUX - STARBUCKS CORP | Reduce 9% $(394.7K) | 1.16% | $4.1M | +31.18% | +23.33% | +0.10% | |
| PFF - ISHARES TR | Add 41% ($1.1M) | 1.09% | $3.8M | +22.07% | +3.33% | -0.47% | |
| META - FACEBOOK INC | Reduce 14% $(600.3K) | 1.05% | $3.7M | +323.81% | +1.02% | +16.17% | |
| XOM - EXXON MOBIL CORP | Add 6% ($200.8K) | 1.01% | $3.5M | +96.23% | -6.81% | -37.16% | |
| AMZN - AMAZON COM INC | Add 60% ($1.3M) | 0.98% | $3.4M | +154.94% | -2.81% | +31.17% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Add 10% ($280.4K) | 0.93% | $3.2M | +44.89% | +13.88% | +12.49% | |
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.93% | $3.2M | +160.31% | +1.82% | -3.58% | |
| FPF - FIRST TR INTER DUR PFD & IN | Add 5% ($147.5K) | 0.88% | $3.1M | +39.91% | +5.82% | -0.47% | |
| DIS - DISNEY WALT CO | Add 2% ($59.2K) | 0.88% | $3.0M | -6.79% | +3.87% | -17.04% | |
| PSQ - PROSHARES TR | New Purchase | 0.85% | $3.0M | -73.65% | -2.30% | -27.74% | |
| CVX - CHEVRON CORP NEW | Reduce 32% $(1.3M) | 0.81% | $2.8M | +63.80% | +0.69% | -20.17% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(59.8K) | 0.79% | $2.8M | +130.23% | -3.79% | -14.79% | |
| SCHG - SCHWAB STRATEGIC TR | Add 7% ($181.2K) | 0.78% | $2.7M | +214.52% | +3.67% | +19.37% | |
| VGSH - VANGUARD SCOTTSDALE FDS | New Purchase | 0.78% | $2.7M | +12.09% | +1.56% | +5.08% | |
| INTC - INTEL CORP | Add 39% ($688.6K) | 0.71% | $2.5M | -49.87% | +1.27% | +35.70% | |
| IEF - ISHARES TR | New Purchase | 0.71% | $2.5M | +1.86% | +6.46% | +15.76% | |
| COST - COSTCO WHSL CORP NEW | Reduce 6% $(152.0K) | 0.70% | $2.4M | +321.67% | +11.14% | +28.24% | |
| XLU - SELECT SECTOR SPDR TR | Add 2% ($51.1K) | 0.69% | $2.4M | +80.52% | +5.98% | +0.07% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(32.1K) | 0.60% | $2.1M | +80.71% | +3.52% | +29.81% | |
| GOOG - ALPHABET INC | Reduce 12% $(296.9K) | 0.60% | $2.1M | +239.78% | +2.87% | +22.88% | |
| JNJ - JOHNSON & JOHNSON | Add 7% ($129.0K) | 0.59% | $2.1M | +42.56% | -3.64% | +11.19% | |
| MO - ALTRIA GROUP INC | New Purchase | 0.58% | $2.0M | +96.48% | -9.73% | -23.88% | |
| MRK - MERCK & CO INC | Add 9% ($163.0K) | 0.57% | $2.0M | +29.19% | +12.34% | +4.33% | |
| O - REALTY INCOME CORP | Reduce 12% $(251.9K) | 0.55% | $1.9M | +14.46% | +8.07% | -17.33% | |
| PNR - PENTAIR PLC | New Purchase | 0.54% | $1.9M | +201.03% | -1.79% | -5.41% | |
| BA - BOEING CO | Reduce 3% $(61.7K) | 0.51% | $1.8M | -34.44% | -2.76% | -61.90% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.49% | $1.7M | +146.36% | +2.50% | +5.68% | |
| CLX - CLOROX CO DEL | Reduce 10% $(180.4K) | 0.48% | $1.7M | +1.49% | +8.51% | +43.57% | |
| HON - HONEYWELL INTL INC | Add 46% ($519.8K) | 0.47% | $1.6M | +50.10% | -1.61% | -18.67% | |
| CME - CME GROUP INC | Reduce 6% $(98.2K) | 0.46% | $1.6M | +94.56% | +17.70% | +4.54% | |
| BAC - BANK AMER CORP | Reduce 13% $(234.7K) | 0.46% | $1.6M | +90.38% | -4.04% | -20.16% | |
| PANW - PALO ALTO NETWORKS INC | New Purchase | 0.43% | $1.5M | +355.56% | -5.40% | -4.54% | |
| HD - HOME DEPOT INC | Add 12% ($154.2K) | 0.43% | $1.5M | +124.10% | +9.14% | +27.13% | |
| IYR - ISHARES TR | New Purchase | 0.42% | $1.5M | +30.25% | +6.48% | -11.14% | |
| SCI - SERVICE CORP INTL | Reduce 15% $(251.1K) | 0.42% | $1.5M | +101.35% | +12.32% | -4.43% | |
| MMM - 3M CO | Reduce 11% $(173.3K) | 0.40% | $1.4M | +30.20% | -6.01% | -13.21% | |
| AWR - AMERICAN STS WTR CO | Reduce 100% | 0.00% | $0.00 | ||||
| BMY - BRISTOL MYERS SQUIBB CO | Reduce 100% | 0.00% | $0.00 | ||||
| COP - CONOCOPHILLIPS | Reduce 100% | 0.00% | $0.00 | ||||
| ECL - ECOLAB INC | Reduce 100% | 0.00% | $0.00 | ||||
| MS - MORGAN STANLEY | Reduce 100% | 0.00% | $0.00 | ||||
| SCHW - SCHWAB CHARLES CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| WFC - WELLS FARGO CO NEW | Reduce 100% | 0.00% | $0.00 | ||||
| EZM - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||