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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2019-11-07 (Q3 2019) | Holdings: 149 | Value: $301.2M | 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 27% $(14.8M) | 13.15% | $39.6M | +231.86% | +24.59% | +81.41% | |
| VUG - VANGUARD INDEX FDS | Reduce 1% $(282.3K) | 10.72% | $32.3M | +175.00% | +15.19% | +39.25% | |
| TLT - ISHARES TR | Add 3% ($674.4K) | 9.09% | $27.4M | -25.10% | +7.70% | +17.33% | |
| MINT - PIMCO ETF TR | Add 3% ($618.3K) | 6.14% | $18.5M | +16.69% | +0.80% | +1.81% | |
| GOOGL - ALPHABET INC | Add 13% ($823.6K) | 2.32% | $7.0M | +196.65% | +15.92% | +35.34% | |
| V - VISA INC | Add 1% ($61.7K) | 2.27% | $6.9M | +101.64% | +15.67% | +19.98% | |
| MSFT - MICROSOFT CORP | Reduce 21% $(1.7M) | 2.17% | $6.5M | +290.21% | +31.51% | +53.41% | |
| PG - PROCTER & GAMBLE CO | Reduce 5% $(341.1K) | 1.97% | $5.9M | +44.78% | +5.90% | +17.98% | |
| JPM - JPMORGAN CHASE & CO | Reduce 2% $(137.6K) | 1.82% | $5.5M | +167.83% | +6.73% | -6.73% | |
| SBUX - STARBUCKS CORP | Add 1% ($37.8K) | 1.70% | $5.1M | +22.83% | +7.53% | +19.10% | |
| META - FACEBOOK INC | Reduce 2% $(79.1K) | 1.39% | $4.2M | +309.31% | +12.14% | +46.72% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Reduce 2% $(70.8K) | 1.29% | $3.9M | +31.94% | +15.36% | +40.14% | |
| CVX - CHEVRON CORP NEW | Reduce 3% $(101.9K) | 1.22% | $3.7M | +61.80% | -8.35% | -30.98% | |
| DIS - DISNEY WALT CO | Reduce 6% $(222.7K) | 1.19% | $3.6M | -13.12% | +2.30% | +2.30% | |
| NEE - NEXTERA ENERGY INC | Reduce 6% $(222.1K) | 1.17% | $3.5M | +46.42% | +22.45% | +38.27% | |
| XLU - SELECT SECTOR SPDR TR | Add 12% ($345.5K) | 1.07% | $3.2M | +66.10% | +12.24% | +9.38% | |
| COST - COSTCO WHSL CORP NEW | Reduce 6% $(199.7K) | 1.05% | $3.2M | +238.54% | +3.87% | +21.59% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 7% $(230.1K) | 1.02% | $3.1M | +111.84% | +1.96% | -0.56% | |
| AMZN - AMAZON COM INC | Reduce 17% $(619.6K) | 1.00% | $3.0M | +161.88% | +19.35% | +75.84% | |
| IEF - ISHARES TR | Add 8% ($198.5K) | 0.93% | $2.8M | -2.57% | +3.33% | +9.80% | |
| AMJ - JPMORGAN CHASE & CO | Reduce 15% $(495.6K) | 0.92% | $2.8M | -3.44% | -35.56% | ||
| PFF - ISHARES TR | Reduce 27% $(1.0M) | 0.92% | $2.8M | +16.65% | +4.52% | +6.34% | |
| XOM - EXXON MOBIL CORP | Reduce 15% $(463.8K) | 0.86% | $2.6M | +102.31% | -15.07% | -45.62% | |
| PSQ - PROSHARES TR | Add 7% ($160.6K) | 0.82% | $2.5M | -70.66% | -13.73% | -39.50% | |
| O - REALTY INCOME CORP | Add 12% ($259.1K) | 0.81% | $2.4M | -1.45% | +4.28% | -16.91% | |
| BA - BOEING CO | Add 1% ($28.8K) | 0.77% | $2.3M | -37.38% | -3.29% | -49.38% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 5% ($104.6K) | 0.77% | $2.3M | +60.51% | +13.03% | +64.47% | |
| SCI - SERVICE CORP INTL | Add 4% ($90.3K) | 0.73% | $2.2M | +89.52% | +7.64% | +13.49% | |
| JNJ - JOHNSON & JOHNSON | Reduce 7% $(149.3K) | 0.71% | $2.1M | +47.55% | +16.46% | +14.28% | |
| CME - CME GROUP INC | Add 8% ($158.8K) | 0.70% | $2.1M | +75.76% | +8.99% | -15.92% | |
| UNH - UNITEDHEALTH GROUP INC | Add 21% ($358.5K) | 0.68% | $2.1M | +6.20% | +12.21% | +38.59% | |
| BAC - BANK AMER CORP | Reduce 17% $(401.4K) | 0.67% | $2.0M | +64.74% | +5.47% | -13.87% | |
| MRK - MERCK & CO INC | Reduce 2% $(49.0K) | 0.66% | $2.0M | +18.12% | +4.03% | +0.07% | |
| GOOG - ALPHABET INC | Reduce 8% $(179.2K) | 0.66% | $2.0M | +197.26% | +15.58% | +35.07% | |
| HON - HONEYWELL INTL INC | 0.62% | $1.9M | +39.38% | -1.02% | +12.24% | ||
| CLX - CLOROX CO DEL | Add 5% ($95.7K) | 0.62% | $1.9M | +0.20% | +14.83% | +35.58% | |
| COP - CONOCOPHILLIPS | Add 10% ($169.6K) | 0.61% | $1.8M | +98.13% | -1.73% | -41.04% | |
| COR - CORESITE RLTY CORP | New Purchase | 0.59% | $1.8M | +268.40% | +12.44% | +29.39% | |
| ECL - ECOLAB INC | Add 19% ($268.3K) | 0.56% | $1.7M | +45.54% | +7.44% | +14.53% | |
| HD - HOME DEPOT INC | Reduce 7% $(130.7K) | 0.55% | $1.7M | +81.48% | +4.02% | +18.81% | |
| AWR - AMERICAN STS WTR CO | Reduce 18% $(341.8K) | 0.52% | $1.6M | -6.25% | +4.60% | -12.50% | |
| GLD - SPDR GOLD TRUST | New Purchase | 0.52% | $1.6M | +119.97% | +7.58% | +27.12% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | New Purchase | 0.52% | $1.6M | +118.95% | +4.63% | +9.45% | |
| K - KELLOGG CO | New Purchase | 0.51% | $1.5M | +62.35% | +2.94% | +1.84% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | Add 1% ($8.3K) | 0.50% | $1.5M | +23.22% | +3.98% | +4.67% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 21% $(386.9K) | 0.49% | $1.5M | +123.92% | +9.27% | +17.42% | |
| NKE - NIKE INC | New Purchase | 0.49% | $1.5M | -11.11% | +11.08% | +44.28% | |
| STZ - CONSTELLATION BRANDS INC | New Purchase | 0.48% | $1.5M | -3.89% | +5.47% | +7.24% | |
| KIE - SPDR SERIES TRUST | Reduce 4% $(65.0K) | 0.46% | $1.4M | +79.91% | +6.13% | -6.67% | |
| T - AT&T INC | Reduce 100% | 0.00% | $0.00 | ||||
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| IYR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| NFLX - NETFLIX INC | Reduce 100% | 0.00% | $0.00 | ||||
| SH - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VYM - VANGUARD WHITEHALL FDS INC | Reduce 100% | 0.00% | $0.00 | ||||