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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2021-07-21 (Q2 2021) | Holdings: 190 | Value: $576.1M | 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 | 14.17% | $81.6M | +45.34% | +2.04% | +6.19% | ||
| VYM - VANGUARD WHITEHALL FDS | Reduce 3% $(1.8M) | 11.03% | $63.5M | +44.75% | +4.66% | +1.80% | |
| VUG - VANGUARD INDEX FDS | Reduce 1% $(674.3K) | 7.95% | $45.8M | +58.79% | +4.58% | -17.83% | |
| XLE - SELECT SECTOR SPDR TR | Add 318% ($17.7M) | 4.05% | $23.3M | +106.20% | +19.22% | +51.36% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 1% $(133.5K) | 2.82% | $16.3M | +8.99% | +0.40% | -9.74% | |
| BKLN - INVESCO EXCH TRADED FD TR II | Reduce 2% $(346.6K) | 2.47% | $14.2M | +24.55% | +0.94% | -2.18% | |
| GOOGL - ALPHABET INC | Add 1% ($112.3K) | 2.44% | $14.1M | +51.01% | +7.60% | -15.60% | |
| MSFT - MICROSOFT CORP | 2.24% | $12.9M | +94.30% | +9.13% | -7.52% | ||
| VHT - VANGUARD WORLD FDS | Reduce 1% $(95.4K) | 2.15% | $12.4M | +1.37% | +1.40% | -3.48% | |
| V - VISA INC | Add 1% ($122.8K) | 1.47% | $8.5M | +45.96% | -5.02% | -11.75% | |
| IYF - ISHARES TR | New Purchase | 1.33% | $7.6M | +59.39% | +10.27% | -9.72% | |
| META - FACEBOOK INC | Add 4% ($260.8K) | 1.26% | $7.2M | +124.32% | -6.37% | -51.17% | |
| TBF - PROSHARES TR | Add 2% ($123.9K) | 1.19% | $6.8M | +67.99% | +1.71% | +18.19% | |
| SBUX - STARBUCKS CORP | Add 2% ($130.8K) | 1.10% | $6.3M | -18.20% | -3.64% | -28.52% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 4% ($240.4K) | 1.09% | $6.3M | +7.39% | -1.04% | -20.48% | |
| IBB - ISHARES TR | Add 2% ($132.7K) | 1.08% | $6.2M | -18.67% | -3.91% | -25.52% | |
| AN - AUTONATION INC | Reduce 2% $(117.7K) | 1.06% | $6.1M | +64.61% | +11.49% | +0.03% | |
| SHYG - ISHARES TR | New Purchase | 1.00% | $5.8M | +20.48% | +0.40% | -4.64% | |
| AMZN - AMAZON COM INC | Add 6% ($316.6K) | 0.93% | $5.3M | +30.52% | -7.02% | -31.75% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Add 2% ($81.4K) | 0.86% | $4.9M | -7.26% | +7.84% | -8.00% | |
| GLD - SPDR GOLD TR | Reduce 6% $(259.2K) | 0.75% | $4.3M | +79.81% | -0.43% | -4.64% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 7% ($266.8K) | 0.69% | $4.0M | -9.08% | +17.81% | +8.27% | |
| MINT - PIMCO ETF TR | Reduce 19% $(931.7K) | 0.68% | $3.9M | +14.18% | -0.10% | -2.15% | |
| TGT - TARGET CORP | Add 4% ($137.1K) | 0.68% | $3.9M | -56.47% | -0.23% | -37.77% | |
| BHC - BAUSCH HEALTH COS INC | Add 2% ($65.8K) | 0.67% | $3.9M | -79.63% | -0.69% | -69.67% | |
| COST - COSTCO WHSL CORP NEW | Add 2% ($75.6K) | 0.66% | $3.8M | +137.08% | +16.08% | +28.18% | |
| NEE - NEXTERA ENERGY INC | Reduce 2% $(64.8K) | 0.64% | $3.7M | +3.64% | +11.60% | +7.76% | |
| RKT - ROCKET COS INC | Add 3% ($101.8K) | 0.64% | $3.7M | -5.61% | -7.25% | -42.97% | |
| ABBV - ABBVIE INC | Add 3% ($114.9K) | 0.62% | $3.6M | +88.84% | -5.30% | +32.50% | |
| FDX - FEDEX CORP | Add 4% ($132.2K) | 0.61% | $3.5M | -18.67% | -21.48% | -22.51% | |
| JPM - JPMORGAN CHASE & CO | Add 7% ($239.5K) | 0.61% | $3.5M | +115.47% | +13.04% | -22.79% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.61% | $3.5M | +69.38% | +3.82% | +2.63% | ||
| BA - BOEING CO | New Purchase | 0.61% | $3.5M | +0.14% | -3.86% | -28.60% | |
| SCHG - SCHWAB STRATEGIC TR | 0.59% | $3.4M | +64.40% | +4.69% | -16.61% | ||
| DIS - DISNEY WALT CO | Reduce 10% $(371.8K) | 0.57% | $3.3M | -31.47% | -4.12% | -41.87% | |
| PFF - ISHARES TR | Add 3% ($103.2K) | 0.57% | $3.3M | +1.55% | +1.08% | -9.29% | |
| XLU - SELECT SECTOR SPDR TR | Reduce 2% $(73.6K) | 0.57% | $3.3M | +49.39% | +4.49% | +10.32% | |
| AMT - AMERICAN TOWER CORP NEW | Add 4% ($109.1K) | 0.55% | $3.1M | -16.13% | +2.17% | -5.23% | |
| QQQ - INVESCO QQQ TR | 0.53% | $3.1M | +60.16% | +3.52% | -16.06% | ||
| TSLA - TESLA INC | Reduce 10% $(335.7K) | 0.53% | $3.0M | +40.88% | +38.58% | +24.42% | |
| MOS - MOSAIC CO NEW | Add 4% ($123.1K) | 0.52% | $3.0M | +28.91% | +38.42% | +58.04% | |
| FCX - FREEPORT-MCMORAN INC | New Purchase | 0.52% | $3.0M | +24.04% | +9.77% | -18.12% | |
| ZBH - ZIMMER BIOMET HOLDINGS INC | Add 5% ($131.6K) | 0.49% | $2.8M | -38.98% | -5.83% | -30.53% | |
| USO - UNITED STS OIL FD LP | Reduce 2% $(62.3K) | 0.48% | $2.8M | +63.50% | +19.21% | +53.10% | |
| SCI - SERVICE CORP INTL | Add 1% ($18.9K) | 0.48% | $2.8M | +42.08% | +11.63% | +27.57% | |
| COP - CONOCOPHILLIPS | Add 5% ($119.6K) | 0.47% | $2.7M | +93.43% | +33.81% | +60.32% | |
| CME - CME GROUP INC | Add 3% ($87.0K) | 0.47% | $2.7M | +56.26% | +3.54% | -0.13% | |
| LHX - L3HARRIS TECHNOLOGIES INC | Add 4% ($103.3K) | 0.47% | $2.7M | +31.68% | +8.37% | +1.06% | |
| AZO - AUTOZONE INC | Add 4% ($103.0K) | 0.45% | $2.6M | +136.73% | +15.14% | +34.91% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Add 5% ($126.5K) | 0.45% | $2.6M | +61.53% | +9.42% | -16.82% | |
| BAC - BK OF AMERICA CORP | Reduce 100% | 0.00% | $0.00 | ||||
| MEOH - METHANEX CORP | Reduce 100% | 0.00% | $0.00 | ||||
| NXST - NEXSTAR MEDIA GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| COR - CORESITE RLTY CORP | Reduce 100% | 0.00% | $0.00 | ||||