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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2023-05-12 (Q1 2023) | Holdings: 175 | Value: $505.2M | 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 | 18.53% | $93.6M | +21.07% | +3.78% | +8.15% | ||
| VYM - VANGUARD WHITEHALL FDS | Reduce 2% $(1.1M) | 9.03% | $45.6M | +38.62% | +6.08% | +19.48% | |
| VUG - VANGUARD INDEX FDS | Reduce 1% $(523.1K) | 7.93% | $40.1M | +81.43% | +11.65% | +36.20% | |
| IJR - ISHARES TR | 5.52% | $27.9M | +24.35% | +10.65% | +20.33% | ||
| MSFT - MICROSOFT CORP | Reduce 1% $(147.3K) | 2.98% | $15.0M | +75.67% | +5.06% | +34.95% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 3% $(398.6K) | 2.51% | $12.7M | +31.06% | +5.53% | +17.24% | |
| IVV - ISHARES TR | Reduce 1% $(74.4K) | 2.21% | $11.1M | +58.22% | +9.11% | +28.33% | |
| GOOGL - ALPHABET INC | Reduce 1% $(83.6K) | 2.13% | $10.8M | +66.27% | +13.11% | +45.67% | |
| SH - PROSHARES TR | 2.01% | $10.2M | -26.80% | -6.44% | -15.48% | ||
| PSQ - PROSHARES TR | Reduce 1% $(57.6K) | 1.68% | $8.5M | -37.46% | -10.96% | -22.38% | |
| TLT - ISHARES TR | Add 14% ($879.9K) | 1.43% | $7.2M | -8.41% | -7.21% | -9.30% | |
| V - VISA INC | Reduce 2% $(153.3K) | 1.36% | $6.9M | +51.68% | +5.26% | +21.56% | |
| PANW - PALO ALTO NETWORKS INC | 1.26% | $6.4M | +75.09% | +10.61% | +52.42% | ||
| SHY - ISHARES TR | Reduce 4% $(219.1K) | 1.14% | $5.8M | +8.82% | -0.80% | +2.38% | |
| AN - AUTONATION INC | Reduce 3% $(183.0K) | 1.01% | $5.1M | +46.35% | +22.08% | +28.25% | |
| NVDA - NVIDIA CORPORATION | 1.00% | $5.1M | +524.37% | +53.49% | +217.20% | ||
| VWO - VANGUARD INTL EQUITY INDEX F | Add 26% ($962.6K) | 0.92% | $4.7M | +33.57% | +2.15% | +13.48% | |
| SBUX - STARBUCKS CORP | 0.90% | $4.5M | -11.76% | -4.30% | -26.99% | ||
| SCHP - SCHWAB STRATEGIC TR | New Purchase | 0.85% | $4.3M | +7.33% | -2.48% | -0.07% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Reduce 1% $(57.9K) | 0.85% | $4.3M | -2.43% | -5.03% | -9.07% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 3% $(125.1K) | 0.83% | $4.2M | -10.20% | +3.14% | +12.98% | |
| BA - BOEING CO | 0.83% | $4.2M | +10.91% | +18.35% | -10.78% | ||
| META - META PLATFORMS INC | 0.82% | $4.1M | +228.25% | +29.24% | +97.75% | ||
| COST - COSTCO WHSL CORP NEW | 0.79% | $4.0M | +92.96% | +11.40% | +58.37% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.75% | $3.8M | +46.14% | +11.02% | +27.36% | ||
| AZO - AUTOZONE INC | 0.75% | $3.8M | +38.17% | -7.70% | +7.72% | ||
| GLD - SPDR GOLD TR | Add 2% ($88.9K) | 0.73% | $3.7M | +61.75% | -5.47% | +15.46% | |
| NEE - NEXTERA ENERGY INC | Reduce 2% $(61.5K) | 0.71% | $3.6M | -3.23% | -12.07% | -2.01% | |
| AMZN - AMAZON COM INC | Add 3% ($95.6K) | 0.70% | $3.6M | +110.63% | +26.47% | +67.85% | |
| XLU - SELECT SECTOR SPDR TR | Reduce 1% $(42.5K) | 0.65% | $3.3M | +32.70% | -6.80% | +6.38% | |
| COP - CONOCOPHILLIPS | Reduce 2% $(63.2K) | 0.65% | $3.3M | +2.38% | +19.20% | +26.62% | |
| BKLN - INVESCO EXCH TRADED FD TR II | Reduce 74% $(8.9M) | 0.62% | $3.1M | +21.49% | +3.81% | +11.44% | |
| SCHG - SCHWAB STRATEGIC TR | Reduce 2% $(61.9K) | 0.59% | $3.0M | +82.87% | +12.80% | +39.82% | |
| JPM - JPMORGAN CHASE & CO | Reduce 2% $(50.3K) | 0.58% | $2.9M | +132.85% | +16.06% | +51.93% | |
| CVX - CHEVRON CORP NEW | Reduce 3% $(93.8K) | 0.57% | $2.9M | +6.06% | +5.35% | +8.98% | |
| TSLA - TESLA INC | New Purchase | 0.54% | $2.7M | +83.87% | +43.01% | +2.53% | |
| QQQ - INVESCO QQQ TR | 0.53% | $2.7M | +76.00% | +13.93% | +37.03% | ||
| ABBV - ABBVIE INC | Reduce 2% $(57.9K) | 0.51% | $2.6M | +39.23% | +4.26% | +13.65% | |
| TGT - TARGET CORP | 0.48% | $2.4M | -31.45% | -17.52% | +5.27% | ||
| MOS - MOSAIC CO NEW | 0.46% | $2.3M | +7.24% | +14.41% | -15.54% | ||
| LHX - L3HARRIS TECHNOLOGIES INC | 0.46% | $2.3M | +54.43% | +0.35% | +20.86% | ||
| SCI - SERVICE CORP INTL | Reduce 4% $(100.4K) | 0.44% | $2.2M | +19.97% | -4.46% | +8.13% | |
| MRK - MERCK & CO INC | Reduce 5% $(117.8K) | 0.44% | $2.2M | -28.75% | -6.40% | +13.39% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.43% | $2.2M | +58.00% | +9.11% | +28.20% | |
| FCX - FREEPORT-MCMORAN INC | Reduce 2% $(53.7K) | 0.43% | $2.2M | +17.92% | +17.41% | +49.85% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | 0.43% | $2.2M | +74.48% | +5.81% | +24.43% | ||
| CME - CME GROUP INC | New Purchase | 0.42% | $2.1M | +65.69% | +12.30% | +18.92% | |
| MS - MORGAN STANLEY | 0.42% | $2.1M | +86.43% | +6.61% | +24.12% | ||
| HON - HONEYWELL INTL INC | 0.42% | $2.1M | +19.95% | -1.53% | +7.11% | ||
| FIXD - FIRST TR EXCHNG TRADED FD VI | New Purchase | 0.42% | $2.1M | +6.41% | -3.03% | -1.03% | |
| CVS - CVS HEALTH CORP | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| HD - HOME DEPOT INC | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||
| VGT - VANGUARD WORLD FDS | Reduce 100% | 0.00% | $0.00 | ||||