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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2020-02-07 (Q4 2019) | Holdings: 237 | Value: $412.2M | 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 | Add 36% ($18.1M) | 16.79% | $69.2M | +172.60% | -1.02% | +75.66% | |
| VUG - VANGUARD INDEX FDS | Add 2% ($825.1K) | 8.77% | $36.1M | +142.29% | -4.56% | +38.24% | |
| VYM - VANGUARD WHITEHALL FDS INC | New Purchase | 8.56% | $35.3M | +70.01% | -16.73% | +5.67% | |
| TLT - ISHARES TR | Add 3% ($672.1K) | 6.48% | $26.7M | -30.58% | +13.49% | +3.94% | |
| MINT - PIMCO ETF TR | Add 2% ($361.7K) | 4.57% | $18.8M | +15.79% | -0.65% | +1.32% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | Add 817% ($12.5M) | 3.41% | $14.0M | +18.56% | -9.79% | +4.67% | |
| MSFT - MICROSOFT CORP | Add 34% ($2.5M) | 2.40% | $9.9M | +205.00% | +0.87% | +33.48% | |
| GOOGL - ALPHABET INC | Add 2% ($186.2K) | 1.90% | $7.8M | +161.37% | -6.29% | +41.11% | |
| V - VISA INC | Add 1% ($100.0K) | 1.84% | $7.6M | +77.79% | -8.22% | +3.07% | |
| JPM - JPMORGAN CHASE & CO | Add 4% ($278.0K) | 1.64% | $6.8M | +152.38% | -31.61% | +6.13% | |
| PG - PROCTER & GAMBLE CO | Add 6% ($331.5K) | 1.53% | $6.3M | +36.40% | -7.70% | +4.67% | |
| SBUX - STARBUCKS CORP | Add 3% ($145.8K) | 1.27% | $5.2M | +15.68% | -9.39% | +24.90% | |
| META - FACEBOOK INC | Add 1% ($65.1K) | 1.18% | $4.9M | +267.66% | +0.39% | +26.03% | |
| DIS - DISNEY WALT CO | Add 13% ($505.1K) | 1.09% | $4.5M | -14.13% | -22.60% | +34.72% | |
| AMZN - AMAZON COM INC | Add 38% ($1.2M) | 1.07% | $4.4M | +124.56% | +14.13% | +59.37% | |
| NEE - NEXTERA ENERGY INC | Add 10% ($351.8K) | 0.97% | $4.0M | +20.20% | -14.57% | +25.96% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Add 4% ($161.8K) | 0.97% | $4.0M | +14.79% | -12.38% | +22.26% | |
| PFF - ISHARES TR | Add 43% ($1.2M) | 0.97% | $4.0M | +11.83% | -8.79% | +5.33% | |
| CVX - CHEVRON CORP NEW | Add 4% ($142.3K) | 0.94% | $3.9M | +78.57% | -11.01% | -10.94% | |
| COST - COSTCO WHSL CORP NEW | Add 7% ($240.7K) | 0.84% | $3.5M | +225.96% | -2.27% | +18.67% | |
| XLU - SELECT SECTOR SPDR TR | Add 5% ($163.1K) | 0.82% | $3.4M | +48.31% | -17.43% | -4.86% | |
| SCHG - SCHWAB STRATEGIC TR | New Purchase | 0.73% | $3.0M | +151.61% | -5.01% | +38.17% | |
| XOM - EXXON MOBIL CORP | Add 17% ($430.1K) | 0.73% | $3.0M | +136.15% | -23.64% | -8.29% | |
| AMJ - JPMORGAN CHASE & CO | Add 12% ($304.2K) | 0.71% | $2.9M | -32.96% | -16.01% | ||
| INTC - INTEL CORP | New Purchase | 0.69% | $2.9M | -65.93% | -8.47% | -7.41% | |
| UNH - UNITEDHEALTH GROUP INC | Add 1% ($15.9K) | 0.67% | $2.8M | -5.09% | +0.70% | +15.18% | |
| IEF - ISHARES TR | Reduce 1% $(39.7K) | 0.65% | $2.7M | -5.72% | +7.44% | +4.91% | |
| JNJ - JOHNSON & JOHNSON | Add 9% ($210.2K) | 0.63% | $2.6M | +26.85% | -1.34% | +11.68% | |
| TMO - THERMO FISHER SCIENTIFIC INC | 0.63% | $2.6M | +46.11% | +2.68% | +53.11% | ||
| MRK - MERCK & CO INC | Add 17% ($363.5K) | 0.61% | $2.5M | +14.33% | -9.46% | -9.00% | |
| O - REALTY INCOME CORP | Add 4% ($97.1K) | 0.59% | $2.4M | -5.39% | -30.61% | -20.23% | |
| COP - CONOCOPHILLIPS | Add 10% ($200.7K) | 0.56% | $2.3M | +103.06% | -23.74% | -15.32% | |
| GOOG - ALPHABET INC | Add 3% ($62.9K) | 0.54% | $2.2M | +163.18% | -5.83% | +41.96% | |
| SCI - SERVICE CORP INTL | Add 4% ($92.0K) | 0.54% | $2.2M | +77.49% | -17.78% | +13.69% | |
| SPY - SPDR S&P 500 ETF TR | Add 34% ($546.2K) | 0.52% | $2.2M | +107.06% | -11.19% | +20.10% | |
| CME - CME GROUP INC | Add 5% ($101.4K) | 0.51% | $2.1M | +61.02% | -14.72% | -7.35% | |
| HON - HONEYWELL INTL INC | Add 4% ($76.3K) | 0.49% | $2.0M | +42.45% | -21.31% | +19.26% | |
| CLX - CLOROX CO DEL | Add 4% ($80.4K) | 0.48% | $2.0M | -12.32% | +22.97% | +16.26% | |
| K - KELLOGG CO | Add 17% ($283.1K) | 0.47% | $2.0M | +61.15% | +0.53% | -6.46% | |
| AWR - AMERICAN STS WTR CO | Add 25% ($373.9K) | 0.46% | $1.9M | -9.68% | -15.93% | -8.97% | |
| HD - HOME DEPOT INC | Add 18% ($276.0K) | 0.45% | $1.8M | +77.43% | -0.25% | +21.15% | |
| PSQ - PROSHARES TR | Reduce 16% $(351.4K) | 0.44% | $1.8M | -66.50% | -7.37% | -40.91% | |
| TGT - TARGET CORP | New Purchase | 0.44% | $1.8M | -0.44% | +0.77% | +71.17% | |
| GLD - SPDR GOLD TRUST | Add 9% ($147.4K) | 0.43% | $1.8M | +104.41% | +8.24% | +15.73% | |
| COR - CORESITE RLTY CORP | Add 7% ($109.8K) | 0.42% | $1.7M | +234.42% | -3.51% | +20.42% | |
| T - AT&T INC | New Purchase | 0.42% | $1.7M | +33.77% | -21.10% | -19.65% | |
| ECL - ECOLAB INC | Add 2% ($29.3K) | 0.41% | $1.7M | +35.44% | -3.27% | +6.88% | |
| IYR - ISHARES TR | New Purchase | 0.41% | $1.7M | +13.42% | -21.52% | -5.67% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Add 3% ($48.3K) | 0.39% | $1.6M | +114.42% | +1.43% | +24.16% | |
| NKE - NIKE INC | Add 2% ($25.3K) | 0.39% | $1.6M | -19.33% | -8.58% | +45.91% | |
| BAC - BANK AMER CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| BA - BOEING CO | Reduce 100% | 0.00% | $0.00 | ||||
| STZ - CONSTELLATION BRANDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| KIE - SPDR SERIES TRUST | Reduce 100% | 0.00% | $0.00 | ||||