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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2021-02-04 (Q4 2020) | Holdings: 267 | Value: $477.8M | 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 1% ($591.3K) | 19.31% | $92.2M | +54.69% | -6.73% | +25.72% | |
| VYM - VANGUARD WHITEHALL FDS | Add 4% ($1.8M) | 10.29% | $49.2M | +62.02% | +12.34% | +22.14% | |
| VUG - VANGUARD INDEX FDS | Add 6% ($2.3M) | 8.57% | $41.0M | +76.25% | +1.17% | +8.28% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 2% ($377.9K) | 3.59% | $17.2M | +13.38% | +1.82% | +1.15% | |
| MSFT - MICROSOFT CORP | Add 1% ($110.3K) | 2.88% | $13.7M | +128.73% | +1.98% | +25.28% | |
| GOOGL - ALPHABET INC | Add 3% ($333.0K) | 2.49% | $11.9M | +87.47% | +12.39% | +35.18% | |
| V - VISA INC | Add 1% ($83.1K) | 1.78% | $8.5M | +69.96% | +9.33% | +8.85% | |
| SBUX - STARBUCKS CORP | Add 1% ($39.5K) | 1.47% | $7.0M | -6.34% | +8.45% | -7.92% | |
| AMZN - AMAZON COM INC | Reduce 1% $(48.9K) | 1.43% | $6.8M | +41.07% | -1.46% | -4.83% | |
| META - FACEBOOK INC | Add 1% ($49.2K) | 1.33% | $6.4M | +191.49% | +18.07% | -15.70% | |
| MINT - PIMCO ETF TR | Reduce 2% $(151.2K) | 1.28% | $6.1M | +14.29% | -0.03% | -0.43% | |
| DIS - DISNEY WALT CO | Add 2% ($95.8K) | 1.24% | $5.9M | -33.36% | -0.11% | -21.57% | |
| IBB - ISHARES TR | Add 6% ($309.2K) | 1.20% | $5.7M | -19.63% | -10.81% | -21.07% | |
| GLD - SPDR GOLD TR | Add 105% ($2.8M) | 1.13% | $5.4M | +79.28% | -1.02% | +0.66% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Add 1% ($56.6K) | 1.07% | $5.1M | -7.21% | -6.76% | -3.91% | |
| AN - AUTONATION INC | Add 5% ($250.3K) | 1.03% | $4.9M | +147.90% | +34.32% | +33.28% | |
| PFF - ISHARES TR | Add 5% ($201.6K) | 0.92% | $4.4M | +6.34% | +2.35% | +0.78% | |
| NEE - NEXTERA ENERGY INC | Add 216% ($2.9M) | 0.90% | $4.3M | -4.55% | -11.05% | -7.45% | |
| COST - COSTCO WHSL CORP NEW | Add 1% ($55.4K) | 0.90% | $4.3M | +177.20% | +4.70% | +45.73% | |
| XLE - SELECT SECTOR SPDR TR | 0.81% | $3.9M | +141.66% | +23.60% | +70.42% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 12% ($411.3K) | 0.80% | $3.8M | +99.12% | +19.32% | +33.56% | |
| SCHG - SCHWAB STRATEGIC TR | Add 1% ($24.1K) | 0.78% | $3.7M | +82.97% | +0.72% | +9.17% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 4% ($141.6K) | 0.77% | $3.7M | -3.75% | -4.78% | +19.67% | |
| XLU - SELECT SECTOR SPDR TR | Add 1% ($37.6K) | 0.74% | $3.5M | +54.82% | +3.62% | +10.97% | |
| TSLA - TESLA INC | Reduce 3% $(123.5K) | 0.71% | $3.4M | +9.44% | -20.60% | +7.38% | |
| JPM - JPMORGAN CHASE & CO | Add 9% ($255.4K) | 0.62% | $3.0M | +139.09% | +13.67% | +12.44% | |
| SPY - SPDR S&P 500 ETF TR | Add 3% ($93.1K) | 0.61% | $2.9M | +73.43% | +7.45% | +16.75% | |
| TGT - TARGET CORP | Add 7% ($174.1K) | 0.57% | $2.7M | -40.47% | +12.50% | +13.04% | |
| CLX - CLOROX CO DEL | Add 1% ($20.0K) | 0.56% | $2.7M | -25.37% | -3.55% | -21.85% | |
| SCI - SERVICE CORP INTL | 0.54% | $2.6M | +56.98% | +7.28% | +22.71% | ||
| BAC - BK OF AMERICA CORP | Add 2% ($52.4K) | 0.52% | $2.5M | +60.44% | +26.47% | +50.33% | |
| MRK - MERCK & CO. INC | Add 3% ($81.0K) | 0.51% | $2.4M | +23.35% | +2.55% | +10.32% | |
| AMT - AMERICAN TOWER CORP NEW | Add 6% ($130.4K) | 0.51% | $2.4M | +1.84% | +7.41% | +7.94% | |
| NXST - NEXSTAR MEDIA GROUP INC | New Purchase | 0.51% | $2.4M | +64.96% | +15.42% | +35.15% | |
| CME - CME GROUP INC | Add 8% ($176.8K) | 0.50% | $2.4M | +71.69% | +5.06% | +28.99% | |
| NKE - NIKE INC | Add 4% ($86.6K) | 0.49% | $2.4M | -43.90% | -6.27% | +3.46% | |
| HD - HOME DEPOT INC | 0.49% | $2.3M | +46.32% | +19.21% | +30.16% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(23.4K) | 0.48% | $2.3M | +13.62% | +1.97% | +6.38% | |
| COR - CORESITE RLTY CORP | Add 9% ($180.8K) | 0.47% | $2.2M | +168.53% | +6.34% | +26.15% | |
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(16.6K) | 0.46% | $2.2M | +30.36% | +4.02% | +27.21% | |
| LHX - L3HARRIS TECHNOLOGIES INC | Add 8% ($159.7K) | 0.46% | $2.2M | +62.12% | +17.61% | +19.11% | |
| GOOG - ALPHABET INC | Add 1% ($21.0K) | 0.46% | $2.2M | +87.45% | +13.85% | +34.24% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | New Purchase | 0.46% | $2.2M | +70.38% | +0.04% | +12.25% | |
| HON - HONEYWELL INTL INC | New Purchase | 0.45% | $2.2M | +20.40% | +12.34% | -3.19% | |
| NVDA - NVIDIA CORPORATION | Add 11% ($214.6K) | 0.44% | $2.1M | +1199.46% | +5.38% | +80.32% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | New Purchase | 0.44% | $2.1M | -6.97% | -1.71% | -3.85% | |
| SNAP - SNAP INC | New Purchase | 0.42% | $2.0M | -83.28% | -4.11% | -32.82% | |
| K - KELLOGG CO | Add 1% ($17.2K) | 0.42% | $2.0M | +71.71% | +9.96% | +10.67% | |
| PANW - PALO ALTO NETWORKS INC | New Purchase | 0.41% | $2.0M | +171.88% | -10.94% | +33.38% | |
| QCOM - QUALCOMM INC | New Purchase | 0.41% | $2.0M | +8.63% | -9.11% | +19.80% | |
| ABBV - ABBVIE INC | Reduce 100% | 0.00% | $0.00 | ||||
| BABA - ALIBABA GROUP HLDG LTD | Reduce 100% | 0.00% | $0.00 | ||||
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| TLT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| SH - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| PSQ - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||