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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2022-05-04 (Q1 2022) | Holdings: 187 | Value: $611.8M | 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 | 17.09% | $104.5M | +28.90% | +1.20% | +6.57% | ||
| VYM - VANGUARD WHITEHALL FDS | Reduce 20% $(13.5M) | 8.56% | $52.4M | +33.36% | -4.11% | -2.81% | |
| VUG - VANGUARD INDEX FDS | Reduce 5% $(2.7M) | 7.93% | $48.5M | +79.67% | -0.42% | -1.70% | |
| IJR - ISHARES TR | New Purchase | 5.59% | $34.2M | +13.22% | -0.85% | -7.75% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 10% ($1.5M) | 2.79% | $17.1M | +19.38% | +1.20% | -8.79% | |
| MSFT - MICROSOFT CORP | Add 3% ($390.0K) | 2.61% | $15.9M | +92.02% | -0.69% | +9.86% | |
| GOOGL - ALPHABET INC | Reduce 2% $(333.8K) | 2.54% | $15.5M | +60.60% | -2.27% | -12.17% | |
| BKLN - INVESCO EXCH TRADED FD TR II | Reduce 1% $(216.0K) | 2.35% | $14.4M | +24.67% | -0.49% | +2.92% | |
| IVV - ISHARES TR | New Purchase | 2.35% | $14.4M | +56.28% | -2.22% | -1.19% | |
| XLE - SELECT SECTOR SPDR TR | Reduce 59% $(14.5M) | 1.62% | $9.9M | +19.05% | -10.24% | +1.69% | |
| V - VISA INC | Reduce 2% $(190.7K) | 1.28% | $7.8M | +66.83% | +1.89% | +10.05% | |
| TLT - ISHARES TR | New Purchase | 1.18% | $7.2M | -16.35% | +0.66% | -7.34% | |
| SHYG - ISHARES TR | 1.10% | $6.7M | +23.79% | -0.10% | +2.16% | ||
| VGT - VANGUARD WORLD FDS | 1.09% | $6.6M | +85.62% | -0.27% | +2.36% | ||
| PANW - PALO ALTO NETWORKS INC | 1.08% | $6.6M | +88.69% | -9.18% | -0.04% | ||
| AMZN - AMAZON COM INC | 0.92% | $5.6M | +90.33% | +14.47% | -14.10% | ||
| AN - AUTONATION INC | Reduce 6% $(342.2K) | 0.92% | $5.6M | +53.03% | -4.00% | +5.83% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 1% $(32.7K) | 0.87% | $5.3M | +28.40% | -3.52% | -2.79% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Reduce 1% $(53.8K) | 0.86% | $5.3M | -0.98% | +3.15% | -0.33% | |
| NXST - NEXSTAR MEDIA GROUP INC | New Purchase | 0.84% | $5.2M | +26.21% | +17.65% | +1.30% | |
| NVDA - NVIDIA CORPORATION | Reduce 2% $(98.5K) | 0.83% | $5.1M | +796.78% | -4.40% | +44.49% | |
| COST - COSTCO WHSL CORP NEW | Reduce 7% $(354.1K) | 0.81% | $5.0M | +80.91% | +0.01% | -7.17% | |
| SBUX - STARBUCKS CORP | Reduce 3% $(127.3K) | 0.81% | $5.0M | +19.78% | +7.35% | +36.46% | |
| TMO - THERMO FISHER SCIENTIFIC INC | 0.77% | $4.7M | -15.73% | +5.48% | -2.20% | ||
| TSLA - TESLA INC | 0.74% | $4.5M | -1.53% | -7.95% | -45.68% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.73% | $4.4M | +44.82% | -10.37% | -0.60% | ||
| META - FACEBOOK INC | Reduce 1% $(36.0K) | 0.72% | $4.4M | +255.53% | -23.60% | +6.42% | |
| NEE - NEXTERA ENERGY INC | Add 1% ($36.9K) | 0.69% | $4.2M | +6.77% | +21.71% | +6.18% | |
| MOS - MOSAIC CO NEW | Reduce 37% $(2.5M) | 0.68% | $4.2M | -42.82% | -23.16% | -41.60% | |
| FCX - FREEPORT-MCMORAN INC | Reduce 4% $(163.9K) | 0.67% | $4.1M | +3.13% | -25.77% | -9.47% | |
| COP - CONOCOPHILLIPS | Reduce 9% $(407.9K) | 0.67% | $4.1M | +2.91% | -10.13% | +1.05% | |
| XLU - SELECT SECTOR SPDR TR | Add 4% ($155.3K) | 0.65% | $4.0M | +31.81% | +4.07% | -1.05% | |
| GLD - SPDR GOLD TR | Reduce 1% $(30.3K) | 0.61% | $3.7M | +70.62% | -6.91% | +5.58% | |
| MEOH - METHANEX CORP | New Purchase | 0.59% | $3.6M | -34.53% | -33.64% | -16.41% | |
| AZO - AUTOZONE INC | Reduce 2% $(55.2K) | 0.59% | $3.6M | +84.74% | +7.61% | +31.95% | |
| SCHG - SCHWAB STRATEGIC TR | Add 98% ($1.7M) | 0.56% | $3.4M | +83.24% | -0.14% | -0.68% | |
| TGT - TARGET CORP | 0.56% | $3.4M | -52.97% | -29.20% | -32.13% | ||
| JPM - JPMORGAN CHASE & CO | Add 2% ($52.6K) | 0.54% | $3.3M | +157.96% | -6.76% | +12.82% | |
| PFF - ISHARES TR | Reduce 2% $(72.7K) | 0.54% | $3.3M | +13.01% | +4.50% | -6.42% | |
| LHX - L3HARRIS TECHNOLOGIES INC | New Purchase | 0.51% | $3.1M | +21.62% | -2.74% | -20.95% | |
| QQQ - INVESCO QQQ TR | 0.51% | $3.1M | +77.54% | -0.86% | +0.06% | ||
| CVS - CVS HEALTH CORP | Reduce 7% $(233.9K) | 0.51% | $3.1M | -30.52% | +2.23% | -27.83% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Add 2% ($52.2K) | 0.51% | $3.1M | +78.64% | -2.53% | +1.71% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.49% | $3.0M | +1.91% | -8.48% | -2.10% | |
| AMT - AMERICAN TOWER CORP NEW | 0.48% | $3.0M | -5.67% | +11.77% | -17.41% | ||
| ABBV - ABBVIE INC | Reduce 42% $(2.1M) | 0.47% | $2.9M | +39.80% | -8.80% | +0.66% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | 0.47% | $2.9M | +5.30% | +0.19% | -0.73% | ||
| CME - CME GROUP INC | Reduce 8% $(243.1K) | 0.46% | $2.8M | +46.16% | -7.65% | -11.70% | |
| BA - BOEING CO | New Purchase | 0.44% | $2.7M | +42.49% | +6.01% | +27.39% | |
| HON - HONEYWELL INTL INC | Reduce 7% $(189.2K) | 0.43% | $2.6M | +16.88% | -5.13% | -0.60% | |
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | ||||
| IYF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| USO - UNITED STS OIL FD LP | Reduce 100% | 0.00% | $0.00 | ||||
| TBF - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| ZTS - ZOETIS INC | Reduce 100% | 0.00% | $0.00 | ||||
| VHT - VANGUARD WORLD FDS | Reduce 100% | 0.00% | $0.00 | ||||
| IBB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| FDX - FEDEX CORP | Reduce 100% | 0.00% | $0.00 | ||||