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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2022-08-11 (Q2 2022) | Holdings: 177 | Value: $498.2M | 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% $(940.6K) | 16.24% | $80.9M | +24.02% | -12.54% | +6.30% | |
| VYM - VANGUARD WHITEHALL FDS | 9.54% | $47.5M | +35.53% | +2.00% | +3.71% | ||
| VUG - VANGUARD INDEX FDS | Reduce 2% $(582.4K) | 7.43% | $37.0M | +77.27% | -12.90% | +9.09% | |
| IJR - ISHARES TR | Reduce 2% $(511.1K) | 5.78% | $28.8M | +11.33% | -3.66% | -0.93% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 3% $(524.9K) | 3.00% | $15.0M | +17.57% | -6.54% | -5.33% | |
| MSFT - MICROSOFT CORP | 2.68% | $13.3M | +89.63% | -16.09% | +13.41% | ||
| BKLN - INVESCO EXCH TRADED FD TR II | Reduce 4% $(513.2K) | 2.58% | $12.9M | +23.89% | -2.03% | +5.86% | |
| GOOGL - ALPHABET INC | Reduce 1% $(172.1K) | 2.41% | $12.0M | +60.53% | -20.42% | +9.21% | |
| IVV - ISHARES TR | Reduce 2% $(298.8K) | 2.35% | $11.7M | +56.54% | -6.00% | +7.95% | |
| TLT - ISHARES TR | Add 8% ($525.8K) | 1.36% | $6.8M | -15.91% | -14.57% | -14.81% | |
| V - VISA INC | Reduce 6% $(436.5K) | 1.31% | $6.5M | +65.65% | -2.67% | +14.96% | |
| PSQ - PROSHARES TR | New Purchase | 1.27% | $6.3M | -37.96% | +11.93% | -11.67% | |
| SHY - ISHARES TR | New Purchase | 1.27% | $6.3M | +10.09% | -1.32% | +0.36% | |
| AN - AUTONATION INC | Reduce 10% $(613.2K) | 1.14% | $5.7M | +55.35% | -2.82% | +29.59% | |
| SH - PROSHARES TR | New Purchase | 1.13% | $5.6M | -24.52% | +5.64% | -3.53% | |
| PANW - PALO ALTO NETWORKS INC | 1.05% | $5.2M | +97.10% | -8.19% | +24.52% | ||
| VGT - VANGUARD WORLD FDS | Reduce 3% $(138.8K) | 1.02% | $5.1M | +83.71% | -11.38% | +12.95% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Reduce 2% $(113.7K) | 0.93% | $4.6M | -4.79% | -6.93% | -7.33% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 7% $(315.0K) | 0.91% | $4.5M | +30.82% | -6.57% | +0.05% | |
| NXST - NEXSTAR MEDIA GROUP INC | 0.89% | $4.5M | +2.58% | -16.23% | -17.43% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(26.6K) | 0.87% | $4.3M | -20.68% | -10.01% | -8.90% | |
| COST - COSTCO WHSL CORP NEW | Reduce 2% $(78.6K) | 0.82% | $4.1M | +82.41% | -4.77% | +5.31% | |
| NEE - NEXTERA ENERGY INC | Reduce 2% $(58.1K) | 0.76% | $3.8M | -14.41% | -9.01% | -22.23% | |
| AMZN - AMAZON COM INC | Add 1967% ($3.6M) | 0.76% | $3.8M | +64.81% | -30.67% | -1.04% | |
| XLU - SELECT SECTOR SPDR TR | Reduce 1% $(43.6K) | 0.74% | $3.7M | +23.70% | -10.89% | -13.12% | |
| SBUX - STARBUCKS CORP | Reduce 12% $(503.0K) | 0.73% | $3.7M | +8.95% | +12.23% | +18.15% | |
| AZO - AUTOZONE INC | Reduce 3% $(122.5K) | 0.73% | $3.6M | +68.94% | +9.70% | +12.85% | |
| GLD - SPDR GOLD TR | 0.70% | $3.5M | +81.23% | -1.35% | +5.92% | ||
| COP - CONOCOPHILLIPS | Reduce 6% $(208.9K) | 0.70% | $3.5M | +6.60% | +36.41% | +24.10% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.69% | $3.4M | +58.40% | +3.70% | +20.34% | ||
| META - META PLATFORMS INC | Add 3% ($110.5K) | 0.66% | $3.3M | +330.11% | -36.83% | +69.34% | |
| TSLA - TESLA INC | Add 9% ($266.0K) | 0.62% | $3.1M | +6.51% | -34.02% | -17.16% | |
| LHX - L3HARRIS TECHNOLOGIES INC | Reduce 2% $(58.2K) | 0.60% | $3.0M | +26.50% | -5.60% | -17.80% | |
| PFF - ISHARES TR | Reduce 6% $(178.5K) | 0.56% | $2.8M | +8.02% | -8.85% | -6.34% | |
| CVS - CVS HEALTH CORP | Reduce 3% $(94.7K) | 0.56% | $2.8M | -33.81% | -6.90% | -27.10% | |
| NVDA - NVIDIA CORPORATION | Reduce 2% $(45.5K) | 0.56% | $2.8M | +880.87% | -10.24% | +141.13% | |
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(38.1K) | 0.54% | $2.7M | +165.41% | +11.96% | +32.29% | |
| MOS - MOSAIC CO NEW | Reduce 9% $(261.5K) | 0.54% | $2.7M | -28.52% | -2.02% | -23.74% | |
| ABBV - ABBVIE INC | Reduce 2% $(43.5K) | 0.54% | $2.7M | +49.13% | +8.03% | +11.67% | |
| SCHG - SCHWAB STRATEGIC TR | 0.54% | $2.7M | +80.52% | -12.91% | +11.35% | ||
| CVX - CHEVRON CORP NEW | Reduce 3% $(76.7K) | 0.52% | $2.6M | +8.11% | +18.95% | +7.38% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | Reduce 9% $(242.8K) | 0.49% | $2.4M | +4.84% | -7.14% | -4.46% | |
| SCI - SERVICE CORP INTL | New Purchase | 0.49% | $2.4M | +20.85% | +5.26% | -3.76% | |
| QQQ - INVESCO QQQ TR | 0.49% | $2.4M | +76.65% | -12.33% | +14.35% | ||
| CME - CME GROUP INC | Reduce 2% $(59.1K) | 0.47% | $2.3M | +59.96% | -12.62% | +8.42% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.46% | $2.3M | +7.66% | +3.30% | +6.44% | |
| TGT - TARGET CORP | Reduce 1% $(30.5K) | 0.45% | $2.2M | -35.50% | +1.91% | -22.39% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Reduce 2% $(52.7K) | 0.43% | $2.2M | +79.44% | -2.58% | +8.82% | |
| HON - HONEYWELL INTL INC | Reduce 8% $(176.5K) | 0.43% | $2.2M | +18.24% | +7.38% | -2.92% | |
| FDX - FEDEX CORP | New Purchase | 0.43% | $2.1M | +3.68% | -23.62% | +18.77% | |
| XLE - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| AMT - AMERICAN TOWER CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| FCX - FREEPORT-MCMORAN INC | Reduce 100% | 0.00% | $0.00 | ||||
| SHYG - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| BA - BOEING CO | Reduce 100% | 0.00% | $0.00 | ||||
| MEOH - METHANEX CORP | Reduce 100% | 0.00% | $0.00 | ||||