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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2020-07-29 (Q2 2020) | Holdings: 246 | Value: $426.2M | 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 3% ($2.1M) | 20.32% | $86.6M | +126.71% | +15.79% | +55.90% | |
| VUG - VANGUARD INDEX FDS | Reduce 4% $(1.8M) | 8.82% | $37.6M | +121.37% | +4.44% | +40.66% | |
| SH - PROSHARES TR | New Purchase | 7.89% | $33.6M | -48.08% | -3.04% | -29.91% | |
| VYM - VANGUARD WHITEHALL FDS | Add 31% ($7.9M) | 7.76% | $33.1M | +91.62% | -1.59% | +33.35% | |
| TLT - ISHARES TR | Reduce 48% $(14.3M) | 3.65% | $15.6M | -41.50% | -7.58% | -11.32% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 2% $(239.1K) | 2.97% | $12.7M | +23.72% | +2.02% | +13.74% | |
| MSFT - MICROSOFT CORP | Reduce 3% $(368.9K) | 2.96% | $12.6M | +177.03% | +0.97% | +43.12% | |
| GOOGL - ALPHABET INC | Add 1% ($77.7K) | 1.99% | $8.5M | +157.75% | +7.89% | +79.88% | |
| PSQ - PROSHARES TR | Add 3% ($247.4K) | 1.75% | $7.5M | -57.89% | -6.67% | -33.72% | |
| V - VISA INC | Reduce 2% $(125.2K) | 1.74% | $7.4M | +83.39% | -6.77% | +26.99% | |
| AMZN - AMAZON COM INC | Add 3% ($172.1K) | 1.62% | $6.9M | +55.35% | +0.73% | +10.40% | |
| MINT - PIMCO ETF TR | Reduce 64% $(11.6M) | 1.52% | $6.5M | +14.99% | +0.31% | +0.71% | |
| META - FACEBOOK INC | Reduce 5% $(251.9K) | 1.17% | $5.0M | +237.80% | +14.29% | +54.77% | |
| SBUX - STARBUCKS CORP | Add 4% ($166.7K) | 1.12% | $4.8M | +29.74% | +14.10% | +61.40% | |
| AWK - AMERICAN WTR WKS CO INC NEW | 0.98% | $4.2M | +4.83% | +2.89% | +17.55% | ||
| NEE - NEXTERA ENERGY INC | Add 2% ($101.4K) | 0.98% | $4.2M | +14.75% | +5.06% | +13.50% | |
| XLE - SELECT SECTOR SPDR TR | Reduce 2% $(78.1K) | 0.88% | $3.8M | +189.21% | -20.87% | +40.79% | |
| PFF - ISHARES TR | Reduce 3% $(118.4K) | 0.86% | $3.6M | +15.37% | +1.78% | +14.57% | |
| DIS - DISNEY WALT CO | Reduce 14% $(597.0K) | 0.84% | $3.6M | +5.38% | +5.52% | +53.18% | |
| COST - COSTCO WHSL CORP NEW | Reduce 3% $(98.7K) | 0.81% | $3.4M | +215.54% | +11.04% | +37.74% | |
| ABBV - ABBVIE INC | New Purchase | 0.70% | $3.0M | +140.02% | -10.44% | +26.73% | |
| SCHG - SCHWAB STRATEGIC TR | Reduce 7% $(210.8K) | 0.70% | $3.0M | +132.10% | +5.03% | +42.06% | |
| CLX - CLOROX CO DEL | Add 5% ($126.9K) | 0.68% | $2.9M | -37.59% | -10.67% | -20.25% | |
| XLU - SELECT SECTOR SPDR TR | Reduce 4% $(129.7K) | 0.67% | $2.8M | +65.94% | +4.36% | +13.00% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 3% $(72.0K) | 0.65% | $2.8M | +16.83% | +16.79% | +33.52% | |
| INTC - INTEL CORP | 0.63% | $2.7M | -53.56% | -6.79% | +15.29% | ||
| SPY - SPDR S&P 500 ETF TR | 0.56% | $2.4M | +110.89% | +1.85% | +38.25% | ||
| MRK - MERCK & CO. INC | Reduce 1% $(10.9K) | 0.51% | $2.2M | +21.57% | -3.78% | +5.77% | |
| HD - HOME DEPOT INC | Add 1% ($18.6K) | 0.51% | $2.2M | +57.41% | +1.81% | +27.42% | |
| GLD - SPDR GOLD TR | Add 4% ($86.3K) | 0.50% | $2.1M | +65.15% | -3.95% | -7.42% | |
| K - KELLOGG CO | Add 4% ($78.5K) | 0.46% | $2.0M | +40.54% | -11.94% | -8.78% | |
| SCI - SERVICE CORP INTL | Add 2% ($39.4K) | 0.46% | $2.0M | +96.97% | +10.75% | +51.32% | |
| JNJ - JOHNSON & JOHNSON | Add 3% ($49.0K) | 0.46% | $1.9M | +28.78% | -6.39% | +19.87% | |
| JPM - JPMORGAN CHASE & CO | Add 6% ($102.4K) | 0.45% | $1.9M | +247.33% | +1.45% | +60.03% | |
| PG - PROCTER AND GAMBLE CO | Add 1% ($25.9K) | 0.45% | $1.9M | +30.32% | +5.51% | +11.52% | |
| COR - CORESITE RLTY CORP | Reduce 6% $(115.7K) | 0.45% | $1.9M | +197.34% | -5.58% | +21.51% | |
| BAC - BK OF AMERICA CORP | New Purchase | 0.44% | $1.9M | +116.29% | -3.46% | +58.68% | |
| GOOG - ALPHABET INC | Reduce 2% $(31.6K) | 0.44% | $1.9M | +159.19% | +8.28% | +80.66% | |
| CME - CME GROUP INC | Add 5% ($91.3K) | 0.43% | $1.8M | +109.37% | -7.05% | +34.40% | |
| CVX - CHEVRON CORP NEW | Add 6% ($97.1K) | 0.41% | $1.8M | +113.52% | -20.27% | +21.66% | |
| LHX - L3HARRIS TECHNOLOGIES INC | New Purchase | 0.41% | $1.7M | +77.23% | -5.76% | +34.55% | |
| AWR - AMER STATES WTR CO | Add 2% ($31.8K) | 0.40% | $1.7M | +2.28% | -5.33% | +13.38% | |
| TGT - TARGET CORP | Reduce 1% $(13.6K) | 0.39% | $1.7M | -6.95% | +25.05% | +116.81% | |
| ECL - ECOLAB INC | 0.39% | $1.7M | +43.79% | -4.22% | +15.97% | ||
| ICE - INTERCONTINENTAL EXCHANGE IN | Reduce 4% $(69.4K) | 0.37% | $1.6M | +110.48% | +1.12% | +29.47% | |
| NKE - NIKE INC | 0.35% | $1.5M | -17.47% | +24.75% | +75.08% | ||
| MCD - MCDONALDS CORP | Add 2% ($22.7K) | 0.35% | $1.5M | +72.51% | +9.87% | +27.41% | |
| AZO - AUTOZONE INC | New Purchase | 0.35% | $1.5M | +215.63% | -5.44% | +35.99% | |
| AMGN - AMGEN INC | New Purchase | 0.34% | $1.5M | +39.94% | -11.37% | +0.80% | |
| HON - HONEYWELL INTL INC | Reduce 12% $(196.4K) | 0.34% | $1.4M | +60.87% | +8.47% | +55.80% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 100% | 0.00% | $0.00 | ||||
| IEF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IYR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| NFLX - NETFLIX INC | Reduce 100% | 0.00% | $0.00 | ||||
| WMT - WALMART INC | Reduce 100% | 0.00% | $0.00 | ||||