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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2021-05-12 (Q1 2021) | Holdings: 180 | Value: $505.8M | 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 | Reduce 14% $(12.0M) | 14.41% | $72.9M | +70.26% | +19.86% | +18.76% | |
| VYM - VANGUARD WHITEHALL FDS | Add 16% ($8.8M) | 12.47% | $63.1M | +45.76% | +4.19% | +6.34% | |
| VUG - VANGUARD INDEX FDS | 8.23% | $41.6M | +79.44% | +15.21% | -8.05% | ||
| FPE - FIRST TR EXCH TRADED FD III | Reduce 6% $(1.1M) | 3.17% | $16.0M | +12.07% | +3.12% | -7.67% | |
| BKLN - INVESCO EXCH TRADED FD TR II | New Purchase | 2.88% | $14.5M | +25.01% | +0.14% | -2.43% | |
| GOOGL - ALPHABET INC | Reduce 16% $(2.2M) | 2.33% | $11.8M | +73.44% | +23.74% | +4.26% | |
| VHT - VANGUARD WORLD FDS | New Purchase | 2.29% | $11.6M | +9.32% | +10.25% | +1.54% | |
| MSFT - MICROSOFT CORP | Reduce 23% $(3.3M) | 2.22% | $11.2M | +128.61% | +21.39% | +8.87% | |
| V - VISA INC | Reduce 8% $(677.8K) | 1.49% | $7.5M | +60.63% | +5.17% | -9.46% | |
| TBF - PROSHARES TR | New Purchase | 1.43% | $7.2M | +52.87% | -9.50% | +11.06% | |
| AN - AUTONATION INC | Reduce 7% $(456.2K) | 1.21% | $6.1M | +94.37% | +16.85% | +24.79% | |
| SBUX - STARBUCKS CORP | Reduce 16% $(1.1M) | 1.20% | $6.0M | -11.39% | +6.40% | -29.97% | |
| META - FACEBOOK INC | Reduce 14% $(951.0K) | 1.17% | $5.9M | +154.08% | +18.65% | -35.11% | |
| VWO - VANGUARD INTL EQUITY INDEX F | New Purchase | 1.14% | $5.8M | +11.41% | +0.96% | -16.70% | |
| IBB - ISHARES TR | Reduce 1% $(84.3K) | 1.11% | $5.6M | -8.83% | +15.09% | -22.99% | |
| XLE - SELECT SECTOR SPDR TR | Add 2% ($90.2K) | 1.01% | $5.1M | +97.51% | -3.79% | +62.78% | |
| MINT - PIMCO ETF TR | Reduce 20% $(1.2M) | 0.96% | $4.9M | +14.31% | +0.11% | -1.65% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Reduce 6% $(277.8K) | 0.93% | $4.7M | +1.41% | +20.01% | -0.58% | |
| AMZN - AMAZON COM INC | Reduce 30% $(2.0M) | 0.89% | $4.5M | +46.99% | +3.41% | -29.02% | |
| GLD - SPDR GOLD TR | Reduce 9% $(439.2K) | 0.87% | $4.4M | +77.85% | -2.32% | -0.92% | |
| RKT - ROCKET COS INC | New Purchase | 0.85% | $4.3M | +0.73% | +15.47% | -47.66% | |
| BHC - BAUSCH HEALTH COS INC | New Purchase | 0.81% | $4.1M | -78.89% | -1.22% | -61.15% | |
| NEE - NEXTERA ENERGY INC | Reduce 8% $(318.0K) | 0.77% | $3.9M | +9.74% | +16.27% | -1.32% | |
| DIS - DISNEY WALT CO | Reduce 36% $(2.1M) | 0.76% | $3.9M | -32.11% | +1.52% | -39.83% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 6% $(233.2K) | 0.67% | $3.4M | +3.45% | +19.23% | +18.69% | |
| XLU - SELECT SECTOR SPDR TR | Reduce 6% $(222.7K) | 0.67% | $3.4M | +51.55% | +7.44% | +14.23% | |
| COST - COSTCO WHSL CORP NEW | Reduce 17% $(690.5K) | 0.66% | $3.3M | +164.35% | +20.26% | +34.17% | |
| TSLA - TESLA INC | Add 3% ($93.5K) | 0.66% | $3.3M | +53.74% | +19.22% | +27.94% | |
| ABBV - ABBVIE INC | New Purchase | 0.65% | $3.3M | +92.75% | +1.93% | +38.53% | |
| FDX - FEDEX CORP | New Purchase | 0.64% | $3.2M | -18.34% | -6.46% | -28.03% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 23% $(973.7K) | 0.64% | $3.2M | +66.80% | +1.76% | +9.70% | |
| JPM - JPMORGAN CHASE & CO | Reduce 9% $(335.7K) | 0.63% | $3.2M | +109.45% | +1.72% | -22.80% | |
| TGT - TARGET CORP | Add 1% ($44.2K) | 0.61% | $3.1M | -44.96% | +28.48% | +9.16% | |
| PFF - ISHARES TR | Reduce 30% $(1.3M) | 0.61% | $3.1M | +5.24% | +4.83% | -9.02% | |
| SCHG - SCHWAB STRATEGIC TR | Reduce 19% $(703.2K) | 0.60% | $3.0M | +87.46% | +15.89% | -6.08% | |
| NXST - NEXSTAR MEDIA GROUP INC | Reduce 7% $(228.2K) | 0.57% | $2.9M | +45.53% | +0.39% | +20.34% | |
| MOS - MOSAIC CO NEW | New Purchase | 0.56% | $2.9M | +11.31% | -4.74% | +78.00% | |
| QQQ - INVESCO QQQ TR | New Purchase | 0.55% | $2.8M | +81.32% | +15.42% | -5.17% | |
| AMT - AMERICAN TOWER CORP NEW | Add 4% ($96.6K) | 0.53% | $2.7M | -3.00% | +16.99% | -2.35% | |
| ZBH - ZIMMER BIOMET HOLDINGS INC | New Purchase | 0.53% | $2.7M | -40.41% | -10.83% | -27.21% | |
| SCI - SERVICE CORP INTL | Reduce 3% $(93.1K) | 0.52% | $2.6M | +50.93% | +20.70% | +27.23% | |
| CME - CME GROUP INC | Reduce 7% $(187.5K) | 0.50% | $2.5M | +55.06% | -2.86% | -3.50% | |
| LHX - L3HARRIS TECHNOLOGIES INC | Add 3% ($67.3K) | 0.48% | $2.4M | +42.57% | +9.71% | +14.26% | |
| COR - CORESITE RLTY CORP | Add 11% ($239.3K) | 0.47% | $2.4M | +149.54% | +0.18% | +29.38% | |
| AZO - AUTOZONE INC | New Purchase | 0.47% | $2.4M | +152.03% | +7.85% | +33.84% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Add 10% ($213.8K) | 0.46% | $2.3M | +73.90% | +4.33% | -11.56% | |
| USO - UNITED STS OIL FD LP | New Purchase | 0.46% | $2.3M | +80.97% | +7.84% | +84.81% | |
| MEOH - METHANEX CORP | New Purchase | 0.45% | $2.3M | -4.81% | -10.85% | +27.53% | |
| COP - CONOCOPHILLIPS | New Purchase | 0.45% | $2.3M | +101.97% | +3.27% | +93.10% | |
| BAC - BK OF AMERICA CORP | Reduce 32% $(1.0M) | 0.42% | $2.1M | +28.51% | +2.31% | -12.28% | |
| GOOG - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| CLX - CLOROX CO DEL | Reduce 100% | 0.00% | $0.00 | ||||
| FIXD - FIRST TR EXCHNG TRADED FD VI | Reduce 100% | 0.00% | $0.00 | ||||
| HD - HOME DEPOT INC | Reduce 100% | 0.00% | $0.00 | ||||
| HON - HONEYWELL INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||
| K - KELLOGG CO | Reduce 100% | 0.00% | $0.00 | ||||
| MRK - MERCK & CO. INC | Reduce 100% | 0.00% | $0.00 | ||||
| NKE - NIKE INC | Reduce 100% | 0.00% | $0.00 | ||||
| NVDA - NVIDIA CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| PANW - PALO ALTO NETWORKS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PG - PROCTER AND GAMBLE CO | Reduce 100% | 0.00% | $0.00 | ||||
| QCOM - QUALCOMM INC | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| SNAP - SNAP INC | Reduce 100% | 0.00% | $0.00 | ||||