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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2020-05-08 (Q1 2020) | Holdings: 237 | Value: $349.6M | 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 2% $(961.7K) | 16.87% | $59.0M | +177.23% | +46.62% | +65.80% | |
| TLT - ISHARES TR | Reduce 7% $(2.2M) | 8.65% | $30.2M | -38.71% | +3.71% | -14.60% | |
| VUG - VANGUARD INDEX FDS | Reduce 3% $(881.1K) | 8.64% | $30.2M | +155.64% | +20.78% | +45.47% | |
| VYM - VANGUARD WHITEHALL FDS | Reduce 15% $(4.0M) | 6.49% | $22.7M | +105.75% | +10.39% | +45.05% | |
| MINT - PIMCO ETF TR | Reduce 4% $(757.6K) | 5.03% | $17.6M | +16.53% | +1.43% | +1.95% | |
| FPE - FIRST TR EXCH TRADED FD III | 3.27% | $11.4M | +31.57% | +7.18% | +18.28% | ||
| MSFT - MICROSOFT CORP | Add 1% ($102.8K) | 2.86% | $10.0M | +204.88% | +14.02% | +36.33% | |
| PSQ - PROSHARES TR | Add 417% ($7.9M) | 2.80% | $9.8M | -64.07% | -18.76% | -36.11% | |
| GOOGL - ALPHABET INC | 1.94% | $6.8M | +180.44% | +8.72% | +66.46% | ||
| V - VISA INC | Reduce 3% $(200.6K) | 1.80% | $6.3M | +95.01% | +7.21% | +23.67% | |
| AMZN - AMAZON COM INC | Reduce 2% $(83.8K) | 1.31% | $4.6M | +97.17% | +32.57% | +34.35% | |
| SBUX - STARBUCKS CORP | Add 5% ($180.4K) | 1.17% | $4.1M | +29.76% | +1.66% | +51.34% | |
| NEE - NEXTERA ENERGY INC | 1.14% | $4.0M | +42.53% | +25.76% | +34.65% | ||
| AWK - AMERICAN WTR WKS CO INC NEW | Reduce 1% $(33.7K) | 1.10% | $3.9M | +31.53% | +27.42% | +35.25% | |
| META - FACEBOOK INC | Reduce 6% $(241.7K) | 1.06% | $3.7M | +268.77% | +24.71% | +45.09% | |
| DIS - DISNEY WALT CO | Add 20% ($584.8K) | 1.02% | $3.6M | +11.71% | +18.81% | +70.02% | |
| PFF - ISHARES TR | Add 1% ($20.3K) | 0.97% | $3.4M | +22.75% | +7.21% | +18.36% | |
| COST - COSTCO WHSL CORP NEW | Reduce 2% $(55.0K) | 0.95% | $3.3M | +233.86% | +11.48% | +29.13% | |
| XLE - SELECT SECTOR SPDR TR | New Purchase | 0.86% | $3.0M | +180.52% | +0.78% | +46.84% | |
| IEF - ISHARES TR | 0.85% | $3.0M | -12.24% | +1.01% | -5.16% | ||
| XLU - SELECT SECTOR SPDR TR | Reduce 1% $(39.7K) | 0.82% | $2.9M | +81.04% | +11.24% | +23.70% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.77% | $2.7M | +169.29% | +21.31% | +66.83% | |
| INTC - INTEL CORP | Reduce 5% $(128.5K) | 0.70% | $2.5M | -62.82% | -17.05% | -3.82% | |
| SCHG - SCHWAB STRATEGIC TR | Reduce 5% $(118.1K) | 0.70% | $2.5M | +167.03% | +20.50% | +45.53% | |
| TMO - THERMO FISHER SCIENTIFIC INC | 0.65% | $2.3M | +43.01% | +23.87% | +40.19% | ||
| CLX - CLOROX CO DEL | Reduce 1% $(32.6K) | 0.63% | $2.2M | -28.84% | +14.70% | -6.09% | |
| MRK - MERCK & CO. INC | 0.61% | $2.1M | +26.89% | +7.26% | +6.13% | ||
| SPY - SPDR S&P 500 ETF TR | Add 15% ($262.2K) | 0.57% | $2.0M | +134.84% | +16.09% | +46.26% | |
| SCI - SERVICE CORP INTL | Add 2% ($32.1K) | 0.55% | $1.9M | +117.98% | +24.87% | +49.50% | |
| COR - CORESITE RLTY CORP | Add 4% ($74.1K) | 0.53% | $1.9M | +242.79% | +16.27% | +40.80% | |
| GLD - SPDR GOLD TRUST | 0.52% | $1.8M | +88.95% | +18.59% | +7.34% | ||
| CME - CME GROUP INC | Reduce 3% $(48.4K) | 0.51% | $1.8M | +91.51% | -7.20% | +20.07% | |
| JNJ - JOHNSON & JOHNSON | Reduce 25% $(580.0K) | 0.51% | $1.8M | +28.79% | +0.41% | +17.80% | |
| JPM - JPMORGAN CHASE & CO | Reduce 60% $(2.6M) | 0.50% | $1.8M | +275.46% | +11.54% | +82.70% | |
| PG - PROCTER & GAMBLE CO | Reduce 69% $(3.8M) | 0.50% | $1.7M | +48.03% | +16.58% | +21.85% | |
| AWR - AMER STATES WTR CO | Reduce 3% $(52.5K) | 0.50% | $1.7M | +6.97% | +5.41% | +5.53% | |
| K - KELLOGG CO | Add 1% ($19.3K) | 0.49% | $1.7M | +60.25% | +9.30% | +10.98% | |
| HD - HOME DEPOT INC | Add 2% ($26.9K) | 0.46% | $1.6M | +79.92% | +19.24% | +50.59% | |
| NFLX - NETFLIX INC | New Purchase | 0.45% | $1.6M | +165.72% | +10.78% | +11.54% | |
| GOOG - ALPHABET INC | Reduce 22% $(421.0K) | 0.44% | $1.5M | +181.52% | +8.55% | +69.90% | |
| HON - HONEYWELL INTL INC | Reduce 1% $(12.3K) | 0.44% | $1.5M | +82.55% | +18.30% | +73.91% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Add 2% ($22.7K) | 0.41% | $1.4M | +112.09% | +6.72% | +24.05% | |
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.39% | $1.4M | -13.44% | +2.34% | +9.62% | |
| CVX - CHEVRON CORP NEW | Reduce 42% $(973.7K) | 0.39% | $1.4M | +103.36% | -3.36% | +23.19% | |
| IYR - ISHARES TR | Add 5% ($68.6K) | 0.38% | $1.3M | +46.27% | +12.65% | +36.28% | |
| MCD - MCDONALDS CORP | New Purchase | 0.38% | $1.3M | +88.80% | +14.56% | +35.47% | |
| TGT - TARGET CORP | 0.38% | $1.3M | -2.04% | +14.40% | +86.52% | ||
| WMT - WALMART INC | New Purchase | 0.37% | $1.3M | +156.56% | +7.18% | +16.28% | |
| ECL - ECOLAB INC | Reduce 5% $(66.5K) | 0.37% | $1.3M | +41.34% | -0.09% | +15.86% | |
| NKE - NIKE INC | Reduce 4% $(49.2K) | 0.36% | $1.3M | -10.77% | +18.14% | +53.83% | |
| T - AT&T INC | Reduce 100% | 0.00% | $0.00 | ||||
| COP - CONOCOPHILLIPS | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| AMJ - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| O - REALTY INCOME CORP | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||