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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2023-02-13 (Q4 2022) | Holdings: 178 | Value: $476.5M | 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% $(1.3M) | 15.55% | $74.1M | +38.01% | +13.27% | +21.70% | |
| VYM - VANGUARD WHITEHALL FDS | Reduce 2% $(802.5K) | 10.06% | $47.9M | +30.36% | -5.88% | +5.02% | |
| VUG - VANGUARD INDEX FDS | Reduce 1% $(435.8K) | 7.27% | $34.7M | +91.76% | +5.97% | +40.14% | |
| IJR - ISHARES TR | Reduce 5% $(1.3M) | 5.70% | $27.2M | +10.14% | -10.76% | +3.00% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 4% $(615.8K) | 2.89% | $13.8M | +16.20% | -11.05% | +1.36% | |
| MSFT - MICROSOFT CORP | Add 2% ($249.4K) | 2.65% | $12.6M | +99.63% | +13.78% | +51.79% | |
| BKLN - INVESCO EXCH TRADED FD TR II | Reduce 5% $(654.1K) | 2.50% | $11.9M | +21.76% | +0.56% | +8.95% | |
| SH - PROSHARES TR | Add 29% ($2.4M) | 2.29% | $10.9M | -26.07% | +0.79% | -12.27% | |
| IVV - ISHARES TR | Reduce 5% $(552.9K) | 2.20% | $10.5M | +59.25% | +0.81% | +23.21% | |
| PSQ - PROSHARES TR | Add 3% ($299.4K) | 2.16% | $10.3M | -41.19% | -6.35% | -26.47% | |
| GOOGL - ALPHABET INC | Reduce 2% $(236.4K) | 1.94% | $9.2M | +104.44% | +23.38% | +54.55% | |
| V - VISA INC | Reduce 4% $(286.9K) | 1.36% | $6.5M | +53.65% | +2.01% | +22.33% | |
| TLT - ISHARES TR | Reduce 11% $(768.9K) | 1.25% | $5.9M | -8.43% | -0.22% | -7.77% | |
| SHY - ISHARES TR | Reduce 9% $(616.0K) | 1.24% | $5.9M | +10.91% | +1.93% | +3.84% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Reduce 3% $(123.2K) | 0.95% | $4.5M | -2.61% | -2.08% | -18.72% | |
| PANW - PALO ALTO NETWORKS INC | 0.93% | $4.4M | +106.81% | +14.96% | +119.40% | ||
| SBUX - STARBUCKS CORP | Reduce 2% $(91.9K) | 0.91% | $4.3M | -12.81% | -0.70% | -10.92% | |
| AN - AUTONATION INC | Reduce 8% $(362.5K) | 0.89% | $4.2M | +42.87% | -1.22% | +6.97% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(104.7K) | 0.87% | $4.1M | -18.20% | -9.01% | -4.54% | |
| VGT - VANGUARD WORLD FDS | Reduce 10% $(445.3K) | 0.85% | $4.1M | +92.04% | +6.61% | +41.93% | |
| COP - CONOCOPHILLIPS | Reduce 5% $(224.1K) | 0.84% | $4.0M | -7.34% | -8.62% | +2.40% | |
| NEE - NEXTERA ENERGY INC | 0.83% | $4.0M | +1.51% | +3.65% | -23.51% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.80% | $3.8M | +50.39% | +3.11% | +27.06% | ||
| AZO - AUTOZONE INC | Reduce 6% $(249.1K) | 0.79% | $3.8M | +47.90% | +6.22% | +7.02% | |
| BA - BOEING CO | 0.79% | $3.7M | +3.65% | -5.26% | -4.97% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 2% $(84.0K) | 0.77% | $3.7M | +92.98% | -0.38% | +47.32% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 11% $(441.6K) | 0.75% | $3.6M | +30.09% | -1.88% | +2.46% | |
| XLU - SELECT SECTOR SPDR TR | 0.73% | $3.5M | +36.11% | +0.90% | -8.45% | ||
| GLD - SPDR GOLD TR | Reduce 1% $(45.6K) | 0.70% | $3.3M | +76.17% | +8.86% | +7.24% | |
| CVX - CHEVRON CORP NEW | Add 3% ($90.8K) | 0.69% | $3.3M | -1.32% | -6.97% | -7.94% | |
| JPM - JPMORGAN CHASE & CO | Reduce 3% $(107.3K) | 0.65% | $3.1M | +121.12% | -4.36% | +27.06% | |
| AMZN - AMAZON COM INC | Reduce 4% $(121.7K) | 0.59% | $2.8M | +137.89% | +13.00% | +73.74% | |
| CVS - CVS HEALTH CORP | Reduce 1% $(35.1K) | 0.56% | $2.7M | -23.66% | -22.76% | -12.04% | |
| ABBV - ABBVIE INC | Reduce 3% $(81.3K) | 0.56% | $2.7M | +34.80% | -3.89% | +17.90% | |
| NVDA - NVIDIA CORPORATION | 0.56% | $2.7M | +725.04% | +34.20% | +242.63% | ||
| SCHG - SCHWAB STRATEGIC TR | 0.54% | $2.6M | +95.47% | +7.16% | +44.28% | ||
| LHX - L3HARRIS TECHNOLOGIES INC | Reduce 3% $(73.7K) | 0.52% | $2.5M | +35.38% | -12.40% | +0.41% | |
| MRK - MERCK & CO INC | Reduce 5% $(130.5K) | 0.51% | $2.5M | -23.56% | +6.57% | +17.64% | |
| HON - HONEYWELL INTL INC | New Purchase | 0.50% | $2.4M | +15.49% | -3.31% | -1.93% | |
| META - META PLATFORMS INC | Reduce 4% $(95.2K) | 0.49% | $2.3M | +338.97% | +34.83% | +167.15% | |
| SCI - SERVICE CORP INTL | Reduce 1% $(28.4K) | 0.49% | $2.3M | +9.90% | -8.90% | -0.71% | |
| MOS - MOSAIC CO NEW | Reduce 5% $(112.0K) | 0.47% | $2.2M | -22.56% | -25.99% | -39.23% | |
| QQQ - INVESCO QQQ TR | 0.47% | $2.2M | +89.44% | +8.06% | +44.02% | ||
| TGT - TARGET CORP | Reduce 6% $(151.1K) | 0.46% | $2.2M | -36.87% | -6.40% | -13.27% | |
| JNJ - JOHNSON & JOHNSON | 0.46% | $2.2M | +9.39% | -1.26% | -1.40% | ||
| HD - HOME DEPOT INC | New Purchase | 0.45% | $2.2M | +22.22% | -9.35% | +14.84% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Reduce 7% $(157.7K) | 0.44% | $2.1M | +75.17% | +1.16% | +27.23% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.44% | $2.1M | +3.10% | -9.43% | -10.74% | |
| MS - MORGAN STANLEY | Reduce 4% $(84.3K) | 0.43% | $2.1M | +56.95% | -15.53% | -11.76% | |
| FCX - FREEPORT-MCMORAN INC | New Purchase | 0.43% | $2.1M | -0.64% | -13.59% | -10.01% | |
| STZ - CONSTELLATION BRANDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| FIXD - FIRST TR EXCHNG TRADED FD VI | Reduce 100% | 0.00% | $0.00 | ||||
| PFF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||