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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2022-11-07 (Q3 2022) | Holdings: 168 | Value: $470.6M | 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 2% $(1.6M) | 17.03% | $80.2M | +49.75% | +8.20% | +30.81% | |
| VYM - VANGUARD WHITEHALL FDS | Reduce 4% $(1.6M) | 9.08% | $42.7M | +35.53% | +3.05% | -1.64% | |
| VUG - VANGUARD INDEX FDS | Reduce 1% $(279.6K) | 7.49% | $35.2M | +115.75% | +13.10% | +33.93% | |
| IJR - ISHARES TR | Reduce 3% $(921.1K) | 5.58% | $26.2M | +18.69% | +8.13% | -4.17% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 1% $(209.4K) | 3.04% | $14.3M | +28.25% | +10.86% | +3.34% | |
| BKLN - INVESCO EXCH TRADED FD TR II | Reduce 4% $(472.6K) | 2.62% | $12.4M | +26.58% | +4.06% | +10.47% | |
| MSFT - MICROSOFT CORP | 2.56% | $12.0M | +138.69% | +16.96% | +60.34% | ||
| IVV - ISHARES TR | Reduce 7% $(779.0K) | 2.19% | $10.3M | +72.68% | +8.28% | +16.63% | |
| GOOGL - ALPHABET INC | Add 1853% ($9.8M) | 2.18% | $10.3M | +117.16% | +11.78% | +48.30% | |
| PSQ - PROSHARES TR | Add 54% ($3.6M) | 2.16% | $10.1M | -48.07% | -12.12% | -25.77% | |
| SH - PROSHARES TR | Add 55% ($3.2M) | 1.94% | $9.2M | -31.25% | -7.00% | -8.65% | |
| TLT - ISHARES TR | Add 14% ($856.4K) | 1.47% | $6.9M | +2.47% | +13.37% | -1.36% | |
| SHY - ISHARES TR | Add 5% ($326.1K) | 1.39% | $6.5M | +12.29% | +1.47% | +3.43% | |
| V - VISA INC | Reduce 2% $(113.0K) | 1.23% | $5.8M | +74.97% | +14.41% | +22.18% | |
| PANW - PALO ALTO NETWORKS INC | Add 200% ($3.5M) | 1.11% | $5.2M | +132.65% | +11.32% | +61.54% | |
| AN - AUTONATION INC | Reduce 16% $(826.1K) | 0.93% | $4.4M | +72.83% | +19.41% | +20.55% | |
| VGT - VANGUARD WORLD FDS | Reduce 9% $(438.6K) | 0.92% | $4.3M | +121.40% | +15.13% | +38.62% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Reduce 2% $(71.7K) | 0.84% | $4.0M | +7.49% | +9.85% | -7.15% | |
| AMZN - AMAZON COM INC | Reduce 2% $(95.8K) | 0.84% | $3.9M | +157.86% | +10.20% | +56.49% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 3% $(119.7K) | 0.83% | $3.9M | -4.64% | +17.25% | -7.85% | |
| COST - COSTCO WHSL CORP NEW | Reduce 3% $(120.9K) | 0.83% | $3.9M | +98.95% | +2.84% | +16.50% | |
| SBUX - STARBUCKS CORP | Reduce 7% $(288.6K) | 0.80% | $3.7M | +4.62% | +17.59% | +17.15% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 5% $(210.4K) | 0.80% | $3.7M | +45.21% | +12.06% | +8.71% | |
| NEE - NEXTERA ENERGY INC | Reduce 3% $(131.9K) | 0.79% | $3.7M | -1.10% | -2.91% | -24.11% | |
| COP - CONOCOPHILLIPS | Reduce 8% $(331.1K) | 0.78% | $3.7M | -22.30% | -16.67% | -11.20% | |
| AZO - AUTOZONE INC | Reduce 4% $(134.9K) | 0.74% | $3.5M | +50.51% | -3.17% | +5.96% | |
| TSLA - TESLA INC | Add 185% ($2.2M) | 0.73% | $3.5M | +58.89% | +3.75% | +14.48% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(66.8K) | 0.70% | $3.3M | +62.10% | +5.97% | +18.96% | |
| XLU - SELECT SECTOR SPDR TR | Reduce 6% $(222.0K) | 0.69% | $3.2M | +41.70% | +2.98% | -4.78% | |
| GLD - SPDR GOLD TR | Reduce 4% $(129.8K) | 0.65% | $3.1M | +94.22% | +11.81% | +15.89% | |
| CVS - CVS HEALTH CORP | Reduce 2% $(65.1K) | 0.59% | $2.8M | -31.88% | -11.66% | -30.01% | |
| META - META PLATFORMS INC | Reduce 1% $(20.6K) | 0.59% | $2.8M | +710.76% | +91.23% | +233.38% | |
| PFF - ISHARES TR | 0.57% | $2.7M | +23.58% | +11.97% | +5.66% | ||
| SCHG - SCHWAB STRATEGIC TR | Add 1% ($13.6K) | 0.55% | $2.6M | +118.42% | +12.31% | +36.76% | |
| MOS - MOSAIC CO NEW | Reduce 6% $(176.7K) | 0.55% | $2.6M | -22.95% | -0.28% | -33.33% | |
| CVX - CHEVRON CORP NEW | Reduce 1% $(17.2K) | 0.54% | $2.6M | -8.52% | -7.56% | -20.36% | |
| LHX - L3HARRIS TECHNOLOGIES INC | Reduce 2% $(49.5K) | 0.54% | $2.5M | +27.25% | -7.13% | -19.00% | |
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(29.8K) | 0.53% | $2.5M | +141.87% | +9.49% | +13.56% | |
| BA - BOEING CO | New Purchase | 0.51% | $2.4M | +33.64% | +28.61% | +15.56% | |
| TGT - TARGET CORP | Reduce 1% $(30.7K) | 0.49% | $2.3M | -32.03% | +7.16% | -29.99% | |
| ABBV - ABBVIE INC | Reduce 2% $(58.0K) | 0.49% | $2.3M | +40.74% | -1.91% | -0.71% | |
| QQQ - INVESCO QQQ TR | Reduce 4% $(87.0K) | 0.47% | $2.2M | +113.70% | +13.36% | +39.51% | |
| NVDA - NVIDIA CORPORATION | 0.47% | $2.2M | +1103.12% | +50.06% | +214.86% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 5% $(112.9K) | 0.43% | $2.0M | +3.49% | -4.89% | -10.66% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | Reduce 12% $(285.2K) | 0.43% | $2.0M | +15.35% | +7.72% | +3.80% | |
| MRK - MERCK & CO INC | New Purchase | 0.43% | $2.0M | -15.46% | +7.27% | +7.18% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Reduce 3% $(68.9K) | 0.43% | $2.0M | +96.19% | +12.19% | +13.43% | |
| MS - MORGAN STANLEY | New Purchase | 0.42% | $2.0M | +83.05% | +16.53% | -7.82% | |
| STZ - CONSTELLATION BRANDS INC | New Purchase | 0.42% | $2.0M | -29.07% | -6.52% | -0.81% | |
| SCI - SERVICE CORP INTL | Reduce 3% $(51.4K) | 0.42% | $2.0M | +12.69% | +0.65% | -16.49% | |
| NXST - NEXSTAR MEDIA GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| FDX - FEDEX CORP | Reduce 100% | 0.00% | $0.00 | ||||
| CME - CME GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| HON - HONEYWELL INTL INC | Reduce 100% | 0.00% | $0.00 | ||||