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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2019-07-24 (Q2 2019) | Holdings: 158 | Value: $351.7M | 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% ($5.4M) | 13.44% | $47.3M | +313.77% | +18.49% | +83.72% | |
| VYM - VANGUARD WHITEHALL FDS INC | Add 63% ($12.6M) | 9.21% | $32.4M | +81.60% | +1.26% | -5.16% | |
| VUG - VANGUARD INDEX FDS | Add 42% ($9.5M) | 9.08% | $31.9M | +179.24% | +0.22% | +27.02% | |
| TLT - ISHARES TR | Add 10% ($2.2M) | 7.07% | $24.9M | -22.31% | +6.12% | +31.30% | |
| MINT - PIMCO ETF TR | Add 10% ($1.6M) | 5.09% | $17.9M | +17.57% | +0.69% | +2.22% | |
| SH - PROSHARES TR | Add 4% ($306.9K) | 2.52% | $8.9M | -56.87% | -0.48% | -17.23% | |
| MSFT - MICROSOFT CORP | Add 5% ($391.8K) | 2.26% | $7.9M | +301.40% | +0.55% | +46.95% | |
| V - VISA INC | Add 6% ($394.5K) | 1.94% | $6.8M | +95.90% | -3.13% | +7.76% | |
| PG - PROCTER AND GAMBLE CO | Add 6% ($311.0K) | 1.57% | $5.5M | +56.64% | +11.26% | +16.21% | |
| GOOGL - ALPHABET INC | 1.55% | $5.4M | +239.00% | +11.01% | +34.28% | ||
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(50.5K) | 1.52% | $5.3M | +199.98% | +8.68% | -14.20% | |
| SBUX - STARBUCKS CORP | Add 6% ($261.1K) | 1.37% | $4.8M | +10.76% | -8.52% | -14.82% | |
| META - FACEBOOK INC | Add 6% ($264.6K) | 1.31% | $4.6M | +276.24% | -9.10% | +12.97% | |
| DIS - DISNEY WALT CO | Add 6% ($227.1K) | 1.16% | $4.1M | -13.85% | -7.43% | -17.25% | |
| CVX - CHEVRON CORP NEW | Add 40% ($1.1M) | 1.13% | $4.0M | +55.71% | -5.60% | -24.92% | |
| AMZN - AMAZON COM INC | Reduce 27% $(1.4M) | 1.13% | $4.0M | +133.99% | -11.98% | +52.68% | |
| PFF - ISHARES TR | Reduce 2% $(69.3K) | 1.09% | $3.8M | +17.55% | +2.04% | +1.16% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Reduce 14% $(600.5K) | 1.05% | $3.7M | +37.05% | +6.49% | +28.52% | |
| AMJ - JPMORGAN CHASE & CO | Reduce 17% $(722.7K) | 1.01% | $3.5M | -12.03% | -45.20% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 7% ($216.6K) | 0.96% | $3.4M | +126.46% | +1.65% | -7.79% | |
| XOM - EXXON MOBIL CORP | 0.95% | $3.3M | +95.89% | -7.48% | -38.38% | ||
| NEE - NEXTERA ENERGY INC | New Purchase | 0.94% | $3.3M | +57.82% | +14.45% | +36.30% | |
| COST - COSTCO WHSL CORP NEW | Add 15% ($403.3K) | 0.88% | $3.1M | +266.07% | +5.67% | +17.53% | |
| XLU - SELECT SECTOR SPDR TR | Add 7% ($182.1K) | 0.75% | $2.6M | +73.27% | +8.27% | +3.14% | |
| IEF - ISHARES TR | 0.72% | $2.5M | -1.25% | +2.39% | +13.33% | ||
| JNJ - JOHNSON & JOHNSON | Add 20% ($411.6K) | 0.70% | $2.5M | +50.07% | -0.58% | +16.33% | |
| PSQ - PROSHARES TR | Reduce 5% $(127.5K) | 0.67% | $2.3M | -71.58% | -0.96% | -33.07% | |
| BAC - BANK AMER CORP | Add 29% ($527.8K) | 0.66% | $2.3M | +78.40% | +3.87% | -19.46% | |
| BA - BOEING CO | Add 11% ($223.5K) | 0.63% | $2.2M | -36.59% | -4.00% | -51.35% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(44.9K) | 0.63% | $2.2M | +64.12% | +2.62% | +43.29% | |
| INTC - INTEL CORP | Reduce 2% $(47.6K) | 0.61% | $2.2M | -56.73% | +8.25% | -3.43% | |
| SCI - SERVICE CORP INTL | Add 20% ($350.1K) | 0.59% | $2.1M | +77.98% | -2.61% | -17.36% | |
| MRK - MERCK & CO INC | Add 1% ($25.6K) | 0.58% | $2.0M | +21.04% | +1.67% | -0.18% | |
| O - REALTY INCOME CORP | Add 8% ($148.9K) | 0.55% | $1.9M | +11.52% | +17.78% | -11.86% | |
| HON - HONEYWELL INTL INC | Reduce 40% $(1.3M) | 0.55% | $1.9M | +44.18% | -1.18% | -11.65% | |
| GOOG - ALPHABET INC | 0.55% | $1.9M | +241.01% | +11.19% | +34.49% | ||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.53% | $1.9M | +9.10% | -2.02% | +20.96% | |
| SPY - SPDR S&P 500 ETF TR | Add 4% ($78.8K) | 0.53% | $1.8M | +130.08% | +0.68% | +9.55% | |
| CME - CME GROUP INC | Reduce 4% $(70.5K) | 0.51% | $1.8M | +73.78% | -0.37% | -14.69% | |
| COP - CONOCOPHILLIPS | New Purchase | 0.51% | $1.8M | +94.02% | -6.29% | -32.05% | |
| CLX - CLOROX CO DEL | Add 12% ($191.7K) | 0.51% | $1.8M | -8.24% | -6.34% | +44.56% | |
| HD - HOME DEPOT INC | Reduce 16% $(311.9K) | 0.46% | $1.6M | +98.37% | +10.05% | +27.97% | |
| AWR - AMERICAN STS WTR CO | New Purchase | 0.46% | $1.6M | +7.17% | +22.89% | +4.75% | |
| NFLX - NETFLIX INC | New Purchase | 0.43% | $1.5M | +263.61% | -13.18% | +55.44% | |
| IYR - ISHARES TR | 0.42% | $1.5M | +25.53% | +6.75% | -7.52% | ||
| FPE - FIRST TR EXCHANGE-TRADED FD | Reduce 87% $(10.0M) | 0.42% | $1.5M | +26.56% | +2.76% | +1.97% | |
| T - AT&T INC | New Purchase | 0.40% | $1.4M | +57.24% | +11.43% | -7.23% | |
| ECL - ECOLAB INC | New Purchase | 0.40% | $1.4M | +40.71% | -2.97% | +8.00% | |
| KIE - SPDR SERIES TRUST | New Purchase | 0.40% | $1.4M | +81.56% | -1.16% | -16.28% | |
| MO - ALTRIA GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| FPF - FIRST TR INTER DUR PFD & IN | Reduce 100% | 0.00% | $0.00 | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 100% | 0.00% | $0.00 | ||||
| M - MACYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PANW - PALO ALTO NETWORKS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SCHG - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| MMM - 3M CO | Reduce 100% | 0.00% | $0.00 | ||||
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 100% | 0.00% | $0.00 | ||||
| PNR - PENTAIR PLC | Reduce 100% | 0.00% | $0.00 | ||||