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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2022-02-04 (Q4 2021) | Holdings: 201 | Value: $645.2M | 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 | Reduce 1% $(1.3M) | 16.44% | $106.0M | +22.19% | -9.31% | -11.83% | |
| VYM - VANGUARD WHITEHALL FDS | Reduce 3% $(2.1M) | 10.19% | $65.8M | +32.67% | -2.01% | +0.99% | |
| VUG - VANGUARD INDEX FDS | Add 11% ($5.6M) | 8.85% | $57.1M | +61.17% | -13.59% | -15.85% | |
| XLE - SELECT SECTOR SPDR TR | Reduce 27% $(6.7M) | 2.75% | $17.8M | +44.31% | +18.55% | +30.11% | |
| MSFT - MICROSOFT CORP | Add 6% ($1.0M) | 2.63% | $17.0M | +79.46% | -9.23% | -15.35% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 2% $(272.4K) | 2.58% | $16.7M | +11.98% | -6.71% | -3.09% | |
| GOOGL - ALPHABET INC | Reduce 1% $(243.3K) | 2.56% | $16.5M | +33.83% | -19.23% | -28.67% | |
| BKLN - INVESCO EXCH TRADED FD TR II | Reduce 1% $(145.8K) | 2.30% | $14.8M | +23.00% | -1.80% | +1.12% | |
| V - VISA INC | Reduce 1% $(117.2K) | 1.22% | $7.9M | +55.58% | -9.84% | +1.39% | |
| VGT - VANGUARD WORLD FDS | Add 55% ($2.6M) | 1.14% | $7.3M | +69.78% | -11.87% | -12.67% | |
| AN - AUTONATION INC | Reduce 6% $(408.7K) | 1.08% | $7.0M | +84.68% | +17.78% | +29.21% | |
| VHT - VANGUARD WORLD FDS | Reduce 48% $(6.4M) | 1.08% | $7.0M | +2.97% | -2.76% | +0.33% | |
| SHYG - ISHARES TR | Add 2% ($147.9K) | 1.08% | $6.9M | +21.47% | -2.68% | -0.23% | |
| META - META PLATFORMS INC | Reduce 4% $(289.6K) | 1.04% | $6.7M | +227.17% | -12.38% | -21.72% | |
| IYF - ISHARES TR | 1.04% | $6.7M | +46.10% | -12.67% | -6.80% | ||
| SBUX - STARBUCKS CORP | Reduce 1% $(41.1K) | 1.01% | $6.5M | +1.54% | -18.33% | +12.76% | |
| TBF - PROSHARES TR | Reduce 3% $(204.6K) | 0.97% | $6.3M | +61.86% | +18.41% | +26.06% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Reduce 1% $(81.2K) | 0.94% | $6.1M | -3.61% | -4.71% | +2.23% | |
| IBB - ISHARES TR | Add 1% ($42.4K) | 0.91% | $5.9M | +2.43% | -10.25% | +3.96% | |
| PANW - PALO ALTO NETWORKS INC | Add 40% ($1.7M) | 0.91% | $5.9M | +103.16% | +3.30% | -8.59% | |
| VWO - VANGUARD INTL EQUITY INDEX F | 0.89% | $5.8M | +12.68% | -13.66% | -13.04% | ||
| AMZN - AMAZON COM INC | Add 11% ($560.3K) | 0.89% | $5.8M | +47.68% | -26.57% | -35.54% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 0.86% | $5.6M | +631.14% | -22.67% | -13.39% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(86.7K) | 0.82% | $5.3M | -21.03% | -7.87% | -3.42% | |
| COST - COSTCO WHSL CORP NEW | Reduce 2% $(133.4K) | 0.82% | $5.3M | +88.25% | -0.60% | -0.41% | |
| NEE - NEXTERA ENERGY INC | Reduce 2% $(95.7K) | 0.71% | $4.6M | +2.70% | -4.95% | +1.47% | |
| TSLA - TESLA INC | Reduce 3% $(146.9K) | 0.68% | $4.4M | +0.11% | -5.47% | -36.75% | |
| ABBV - ABBVIE INC | Reduce 4% $(151.0K) | 0.64% | $4.1M | +52.57% | +8.72% | +6.64% | |
| MOS - MOSAIC CO NEW | Reduce 1% $(58.4K) | 0.61% | $3.9M | -11.50% | +47.07% | +14.83% | |
| SCHG - SCHWAB STRATEGIC TR | 0.59% | $3.8M | +65.89% | -12.98% | -15.18% | ||
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(24.7K) | 0.59% | $3.8M | +112.37% | -18.55% | -4.35% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.58% | $3.8M | +49.85% | +1.20% | -2.06% | ||
| AZO - AUTOZONE INC | Reduce 1% $(44.0K) | 0.58% | $3.7M | +86.19% | -2.51% | +19.86% | |
| TGT - TARGET CORP | Reduce 2% $(76.6K) | 0.58% | $3.7M | -48.18% | +7.93% | -17.33% | |
| XLU - SELECT SECTOR SPDR TR | 0.57% | $3.7M | +39.56% | +5.50% | +3.19% | ||
| PFF - ISHARES TR | Add 5% ($160.0K) | 0.57% | $3.7M | +5.34% | -7.91% | -4.44% | |
| FCX - FREEPORT-MCMORAN INC | New Purchase | 0.56% | $3.6M | +10.43% | +3.50% | +13.75% | |
| GLD - SPDR GOLD TR | Reduce 13% $(546.2K) | 0.55% | $3.5M | +78.79% | +3.35% | +2.58% | |
| AMT - AMERICAN TOWER CORP NEW | Reduce 3% $(105.3K) | 0.53% | $3.4M | -5.47% | -1.22% | -7.90% | |
| QQQ - INVESCO QQQ TR | 0.53% | $3.4M | +61.18% | -12.61% | -14.72% | ||
| CVS - CVS HEALTH CORP | Reduce 2% $(75.5K) | 0.53% | $3.4M | -35.53% | -9.87% | -19.89% | |
| COP - CONOCOPHILLIPS | Reduce 2% $(68.9K) | 0.50% | $3.2M | +20.00% | +14.67% | +24.85% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | New Purchase | 0.49% | $3.2M | +49.31% | -21.47% | -15.35% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | Add 6% ($183.1K) | 0.48% | $3.1M | -3.34% | -8.41% | -9.69% | |
| FDX - FEDEX CORP | New Purchase | 0.48% | $3.1M | -1.77% | -15.09% | -12.22% | |
| USO - UNITED STS OIL FD LP | 0.47% | $3.0M | +23.19% | +24.56% | +1.38% | ||
| HON - HONEYWELL INTL INC | Reduce 2% $(62.8K) | 0.46% | $3.0M | +24.59% | +3.54% | +8.38% | |
| CME - CME GROUP INC | New Purchase | 0.45% | $2.9M | +31.21% | -12.97% | -25.63% | |
| ZTS - ZOETIS INC | New Purchase | 0.45% | $2.9M | -24.52% | -14.09% | -16.83% | |
| DIS - DISNEY WALT CO | Reduce 1% $(24.0K) | 0.45% | $2.9M | -15.55% | -21.47% | -23.38% | |
| LHX - L3HARRIS TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| MEOH - METHANEX CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BA - BOEING CO | Reduce 100% | 0.00% | $0.00 | ||||
| RKT - ROCKET COS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BHC - BAUSCH HEALTH COS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ZBH - ZIMMER BIOMET HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||