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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2021-11-01 (Q3 2021) | Holdings: 197 | Value: $599.2M | 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 1% ($1.2M) | 14.28% | $85.6M | +42.46% | +18.46% | -1.90% | |
| VYM - VANGUARD WHITEHALL FDS | 10.45% | $62.6M | +37.80% | +4.88% | -0.56% | ||
| VUG - VANGUARD INDEX FDS | Add 1% ($268.7K) | 7.77% | $46.6M | +48.10% | -6.01% | -31.94% | |
| XLE - SELECT SECTOR SPDR TR | Add 2% ($377.8K) | 3.82% | $22.9M | +72.46% | +19.37% | +59.51% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 6% ($907.4K) | 2.86% | $17.1M | +8.45% | -1.87% | -15.38% | |
| GOOGL - ALPHABET INC | 2.58% | $15.5M | +33.53% | +2.37% | -39.85% | ||
| BKLN - INVESCO EXCH TRADED FD TR II | Add 6% ($784.0K) | 2.50% | $15.0M | +23.56% | +0.50% | -2.85% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(73.0K) | 2.23% | $13.4M | +66.65% | -4.93% | -32.81% | |
| VHT - VANGUARD WORLD FDS | 2.07% | $12.4M | -1.94% | -3.97% | -6.71% | ||
| V - VISA INC | Add 2% ($139.4K) | 1.37% | $8.2M | +66.70% | +10.64% | -5.06% | |
| AN - AUTONATION INC | Reduce 2% $(134.3K) | 1.29% | $7.7M | +56.62% | -11.93% | -13.58% | |
| META - FACEBOOK INC | 1.18% | $7.1M | +134.68% | -2.53% | -72.68% | ||
| SHYG - ISHARES TR | Add 19% ($1.1M) | 1.14% | $6.8M | +20.01% | -0.31% | -5.83% | |
| TBF - PROSHARES TR | 1.13% | $6.7M | +68.50% | +1.71% | +44.40% | ||
| IYF - ISHARES TR | Reduce 18% $(1.4M) | 1.06% | $6.4M | +45.09% | -1.17% | -14.97% | |
| SBUX - STARBUCKS CORP | Reduce 1% $(32.9K) | 1.03% | $6.2M | -11.80% | -10.97% | -21.57% | |
| IBB - ISHARES TR | 1.03% | $6.2M | -17.23% | -17.89% | -21.02% | ||
| VWO - VANGUARD INTL EQUITY INDEX F | Add 1% ($47.9K) | 0.97% | $5.8M | +10.90% | -0.61% | -27.00% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Add 2% ($86.9K) | 0.92% | $5.5M | -13.49% | -7.66% | -19.67% | |
| AMZN - AMAZON COM INC | Add 1% ($26.3K) | 0.85% | $5.1M | +41.24% | -9.13% | -44.42% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 2% ($100.0K) | 0.77% | $4.6M | -25.95% | -5.25% | -22.87% | |
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(46.7K) | 0.71% | $4.3M | +98.65% | +5.51% | -1.62% | |
| VGT - VANGUARD WORLD FDS | New Purchase | 0.69% | $4.1M | +62.94% | -1.87% | -26.92% | |
| NEE - NEXTERA ENERGY INC | 0.66% | $4.0M | -8.68% | -9.06% | -8.12% | ||
| JPM - JPMORGAN CHASE & CO | Add 7% ($250.1K) | 0.66% | $3.9M | +92.84% | -11.17% | -22.86% | |
| GLD - SPDR GOLD TR | Reduce 8% $(344.9K) | 0.66% | $3.9M | +80.95% | +0.84% | -8.98% | |
| TGT - TARGET CORP | Add 1% ($49.4K) | 0.63% | $3.8M | -56.89% | -15.70% | -37.02% | |
| MOS - MOSAIC CO NEW | Add 8% ($256.8K) | 0.60% | $3.6M | -1.70% | +11.22% | +31.61% | |
| PANW - PALO ALTO NETWORKS INC | New Purchase | 0.60% | $3.6M | +104.64% | +0.08% | -4.65% | |
| BHC - BAUSCH HEALTH COS INC | Reduce 3% $(97.0K) | 0.60% | $3.6M | -78.35% | -7.64% | -76.00% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.57% | $3.4M | +64.64% | +11.51% | +0.99% | ||
| SCHG - SCHWAB STRATEGIC TR | 0.57% | $3.4M | +52.71% | -6.09% | -30.62% | ||
| PFF - ISHARES TR | Add 7% ($220.5K) | 0.57% | $3.4M | -0.55% | -4.16% | -19.44% | |
| ABBV - ABBVIE INC | 0.57% | $3.4M | +88.83% | +21.53% | +30.28% | ||
| TSLA - TESLA INC | Reduce 4% $(128.7K) | 0.56% | $3.3M | -20.23% | -21.88% | -44.37% | |
| XLU - SELECT SECTOR SPDR TR | 0.55% | $3.3M | +42.66% | +3.69% | +1.42% | ||
| AMT - AMERICAN TOWER CORP NEW | Add 4% ($136.4K) | 0.54% | $3.2M | -17.44% | -10.33% | -25.72% | |
| BA - BOEING CO | 0.53% | $3.2M | +3.75% | -2.95% | -31.06% | ||
| DIS - DISNEY WALT CO | Reduce 1% $(18.8K) | 0.53% | $3.2M | -28.78% | -16.12% | -40.12% | |
| MEOH - METHANEX CORP | New Purchase | 0.52% | $3.1M | -22.55% | +0.80% | -22.51% | |
| HON - HONEYWELL INTL INC | New Purchase | 0.52% | $3.1M | +9.02% | -5.48% | -7.27% | |
| COP - CONOCOPHILLIPS | Add 3% ($94.3K) | 0.52% | $3.1M | +45.97% | +24.05% | +76.96% | |
| QQQ - INVESCO QQQ TR | 0.52% | $3.1M | +49.63% | -4.61% | -30.88% | ||
| AZO - AUTOZONE INC | Add 3% ($98.5K) | 0.51% | $3.1M | +111.08% | +15.62% | +38.84% | |
| RKT - ROCKET COS INC | Reduce 1% $(26.8K) | 0.51% | $3.1M | -5.87% | -31.65% | -60.14% | |
| USO - UNITED STS OIL FD LP | 0.49% | $2.9M | +38.88% | +9.09% | +29.26% | ||
| FIXD - FIRST TR EXCHNG TRADED FD VI | New Purchase | 0.49% | $2.9M | -6.02% | -1.97% | -18.02% | |
| LHX - L3HARRIS TECHNOLOGIES INC | Add 5% ($135.3K) | 0.48% | $2.9M | +33.69% | -4.36% | +9.38% | |
| ZBH - ZIMMER BIOMET HOLDINGS INC | Add 12% ($318.7K) | 0.48% | $2.9M | -33.19% | -16.42% | -23.28% | |
| CVS - CVS HEALTH CORP | New Purchase | 0.48% | $2.9M | -22.31% | +20.42% | +8.87% | |
| CME - CME GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| FDX - FEDEX CORP | Reduce 100% | 0.00% | $0.00 | ||||
| FCX - FREEPORT-MCMORAN INC | Reduce 100% | 0.00% | $0.00 | ||||
| ICE - INTERCONTINENTAL EXCHANGE IN | Reduce 100% | 0.00% | $0.00 | ||||
| MINT - PIMCO ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCI - SERVICE CORP INTL | Reduce 100% | 0.00% | $0.00 | ||||