10,000+ stock pitches from top investors available on joinyellowbrick.com
HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2020-11-04 (Q3 2020) | Holdings: 240 | Value: $437.4M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | Add 191% ($52.5M) | 18.30% | $80.0M | +80.71% | +16.32% | +29.27% | |
| VYM - VANGUARD WHITEHALL FDS | Add 23% ($7.8M) | 9.58% | $41.9M | +86.56% | +14.89% | +36.96% | |
| VUG - VANGUARD INDEX FDS | Reduce 17% $(7.2M) | 7.95% | $34.8M | +95.22% | +10.75% | +34.88% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 22% ($2.8M) | 3.65% | $16.0M | +19.47% | +5.37% | +10.48% | |
| TLT - ISHARES TR | Add 1% ($186.1K) | 3.59% | $15.7M | -38.37% | -8.12% | -6.24% | |
| SH - PROSHARES TR | Reduce 50% $(15.3M) | 3.53% | $15.4M | -42.67% | -10.89% | -28.12% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(75.2K) | 2.95% | $12.9M | +150.18% | +9.37% | +52.74% | |
| GOOGL - ALPHABET INC | Add 12% ($1.0M) | 2.23% | $9.7M | +118.08% | +17.98% | +68.15% | |
| V - VISA INC | 1.75% | $7.7M | +80.19% | +5.41% | +9.87% | ||
| AMZN - AMAZON COM INC | Reduce 12% $(936.4K) | 1.53% | $6.7M | +41.03% | +0.97% | +5.99% | |
| MINT - PIMCO ETF TR | Reduce 4% $(239.3K) | 1.43% | $6.2M | +14.60% | +0.30% | +0.31% | |
| META - FACEBOOK INC | Add 9% ($512.6K) | 1.39% | $6.1M | +166.42% | -8.15% | +16.87% | |
| SBUX - STARBUCKS CORP | Add 1% ($72.1K) | 1.29% | $5.6M | +9.04% | +17.96% | +31.10% | |
| IBB - ISHARES TR | New Purchase | 1.11% | $4.8M | -5.41% | +19.03% | +10.70% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Add 3% ($128.3K) | 1.09% | $4.8M | -4.16% | +3.83% | +7.55% | |
| NEE - NEXTERA ENERGY INC | Add 4% ($165.4K) | 1.08% | $4.7M | +6.19% | +11.54% | +15.85% | |
| COST - COSTCO WHSL CORP NEW | 0.92% | $4.0M | +165.70% | -4.52% | +38.72% | ||
| DIS - DISNEY WALT CO | Add 1% ($33.1K) | 0.91% | $4.0M | -4.48% | +42.89% | +38.53% | |
| PFF - ISHARES TR | Add 3% ($110.2K) | 0.91% | $4.0M | +10.73% | +4.18% | +11.60% | |
| AN - AUTONATION INC | New Purchase | 0.82% | $3.6M | +223.38% | +29.58% | +107.57% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(66.4K) | 0.77% | $3.4M | -9.85% | -6.14% | +17.73% | |
| PSQ - PROSHARES TR | Reduce 50% $(3.3M) | 0.76% | $3.3M | -50.72% | -12.57% | -29.59% | |
| XLU - SELECT SECTOR SPDR TR | Add 13% ($374.2K) | 0.76% | $3.3M | +54.09% | -0.38% | +7.73% | |
| SCHG - SCHWAB STRATEGIC TR | Reduce 1% $(17.3K) | 0.75% | $3.3M | +101.66% | +10.24% | +35.09% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.71% | $3.1M | +126.12% | +12.68% | +37.95% | |
| XLE - SELECT SECTOR SPDR TR | 0.70% | $3.0M | +254.48% | +45.66% | +106.04% | ||
| CLX - CLOROX CO DEL | 0.63% | $2.8M | -33.16% | -10.79% | -22.36% | ||
| ABBV - ABBVIE INC | Add 2% ($42.2K) | 0.61% | $2.7M | +139.16% | +15.35% | +28.78% | |
| GLD - SPDR GOLD TR | Add 15% ($341.9K) | 0.60% | $2.6M | +67.38% | -6.18% | -6.17% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 2% $(43.2K) | 0.58% | $2.5M | +93.60% | +11.49% | +36.05% | |
| AMT - AMERICAN TOWER CORP NEW | New Purchase | 0.57% | $2.5M | -0.85% | -2.49% | +17.98% | |
| HD - HOME DEPOT INC | Add 1% ($19.2K) | 0.55% | $2.4M | +43.00% | -2.76% | +30.60% | |
| MRK - MERCK & CO. INC | Add 4% ($96.6K) | 0.54% | $2.4M | +15.79% | -6.90% | +7.92% | |
| TGT - TARGET CORP | Add 3% ($70.8K) | 0.52% | $2.3M | -29.09% | +18.72% | +61.48% | |
| SCI - SERVICE CORP INTL | Add 6% ($118.3K) | 0.51% | $2.2M | +67.60% | +7.23% | +37.82% | |
| PG - PROCTER AND GAMBLE CO | 0.51% | $2.2M | +18.88% | -8.49% | +5.11% | ||
| JNJ - JOHNSON & JOHNSON | Add 7% ($141.3K) | 0.50% | $2.2M | +34.20% | +17.82% | +19.26% | |
| TSLA - TESLA INC | New Purchase | 0.49% | $2.1M | +115.93% | +98.98% | +185.34% | |
| K - KELLOGG CO | Add 6% ($122.8K) | 0.47% | $2.0M | +56.66% | -8.61% | +1.33% | |
| JPM - JPMORGAN CHASE & CO | Add 3% ($62.4K) | 0.47% | $2.0M | +232.15% | +37.52% | +70.46% | |
| CME - CME GROUP INC | Add 13% ($232.4K) | 0.47% | $2.0M | +123.27% | +28.24% | +50.50% | |
| INTC - INTEL CORP | Reduce 13% $(315.9K) | 0.46% | $2.0M | -52.54% | +26.83% | +13.19% | |
| NKE - NIKE INC | Add 4% ($86.9K) | 0.46% | $2.0M | -38.51% | +12.55% | +38.47% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 0.45% | $2.0M | +1159.69% | -4.01% | +110.30% | |
| COR - CORESITE RLTY CORP | Add 8% ($152.7K) | 0.45% | $2.0M | +185.16% | +3.81% | +22.13% | |
| BAC - BK OF AMERICA CORP | 0.44% | $1.9M | +122.17% | +36.28% | +100.59% | ||
| BABA - ALIBABA GROUP HLDG LTD | New Purchase | 0.43% | $1.9M | -56.09% | -8.10% | -45.09% | |
| LHX - L3HARRIS TECHNOLOGIES INC | Add 7% ($115.5K) | 0.42% | $1.8M | +64.25% | -0.46% | +23.71% | |
| GOOG - ALPHABET INC | Reduce 3% $(66.1K) | 0.42% | $1.8M | +117.86% | +17.80% | +67.59% | |
| MCD - MCDONALDS CORP | Add 2% ($32.5K) | 0.41% | $1.8M | +54.79% | -1.03% | +20.63% | |
| AWR - AMER STATES WTR CO | Reduce 100% | 0.00% | $0.00 | ||||
| AMGN - AMGEN INC | Reduce 100% | 0.00% | $0.00 | ||||
| AZO - AUTOZONE INC | Reduce 100% | 0.00% | $0.00 | ||||
| CVX - CHEVRON CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| ECL - ECOLAB INC | Reduce 100% | 0.00% | $0.00 | ||||
| HON - HONEYWELL INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| ICE - INTERCONTINENTAL EXCHANGE IN | Reduce 100% | 0.00% | $0.00 | ||||