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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2023-08-09 (Q2 2023) | Holdings: 179 | Value: $540.0M | 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% $(1.8M) | 20.06% | $108.3M | +16.81% | +4.13% | +21.98% | |
| VYM - VANGUARD WHITEHALL FDS | Add 9% ($4.0M) | 9.24% | $49.9M | +30.38% | -5.24% | +13.42% | |
| VUG - VANGUARD INDEX FDS | 8.38% | $45.2M | +62.51% | +2.03% | +26.60% | ||
| IJR - ISHARES TR | 5.34% | $28.8M | +10.90% | -10.74% | +7.15% | ||
| MSFT - MICROSOFT CORP | Reduce 1% $(93.3K) | 3.27% | $17.7M | +66.19% | +13.63% | +25.76% | |
| FPE - FIRST TR EXCH TRADED FD III | 2.34% | $12.7M | +24.42% | +0.51% | +15.07% | ||
| GOOGL - ALPHABET INC | Reduce 2% $(299.4K) | 2.25% | $12.1M | +47.01% | +0.97% | +23.73% | |
| IVV - ISHARES TR | Reduce 2% $(242.5K) | 2.19% | $11.8M | +44.97% | -1.30% | +20.76% | |
| PANW - PALO ALTO NETWORKS INC | Add 6% ($511.0K) | 1.60% | $8.6M | +60.50% | +17.19% | +53.05% | |
| SH - PROSHARES TR | Reduce 11% $(1.0M) | 1.55% | $8.4M | -21.71% | +3.30% | -10.24% | |
| NVDA - NVIDIA CORPORATION | 1.42% | $7.7M | +322.15% | +14.66% | +158.66% | ||
| V - VISA INC | Reduce 3% $(223.0K) | 1.30% | $7.0M | +45.47% | +2.14% | +8.86% | |
| PSQ - PROSHARES TR | Reduce 6% $(419.6K) | 1.28% | $6.9M | -29.63% | -0.75% | -13.26% | |
| TLT - ISHARES TR | Reduce 2% $(119.4K) | 1.27% | $6.9M | -3.20% | -8.45% | +3.52% | |
| AN - AUTONATION INC | 1.16% | $6.3M | +24.76% | -14.05% | +8.24% | ||
| META - META PLATFORMS INC | Reduce 1% $(50.5K) | 1.03% | $5.6M | +152.54% | +6.76% | +67.89% | |
| SHY - ISHARES TR | Reduce 4% $(202.9K) | 1.02% | $5.5M | +9.39% | +0.64% | +5.50% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 2% ($99.9K) | 0.89% | $4.8M | +27.70% | -4.59% | +8.77% | |
| AMZN - AMAZON COM INC | Add 1% ($44.7K) | 0.84% | $4.5M | +68.33% | +3.22% | +19.94% | |
| COST - COSTCO WHSL CORP NEW | 0.80% | $4.3M | +72.68% | +2.85% | +58.11% | ||
| SCHP - SCHWAB STRATEGIC TR | Add 2% ($94.9K) | 0.80% | $4.3M | +9.04% | -1.81% | +5.21% | |
| SBUX - STARBUCKS CORP | 0.80% | $4.3M | -7.36% | +4.34% | -21.91% | ||
| BA - BOEING CO | 0.77% | $4.2M | -6.97% | -17.53% | -31.17% | ||
| AWK - AMERICAN WTR WKS CO INC NEW | Reduce 1% $(62.4K) | 0.76% | $4.1M | +3.60% | -12.39% | +2.89% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 4% $(175.3K) | 0.74% | $4.0M | +31.31% | -2.45% | +19.77% | |
| AZO - AUTOZONE INC | Reduce 3% $(109.7K) | 0.69% | $3.7M | +51.95% | +8.97% | +26.96% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 5% $(194.6K) | 0.67% | $3.6M | -14.52% | -18.47% | +9.14% | |
| COP - CONOCOPHILLIPS | Add 6% ($199.8K) | 0.67% | $3.6M | -13.07% | +0.35% | -2.01% | |
| JPM - JPMORGAN CHASE & CO | Add 9% ($310.4K) | 0.66% | $3.6M | +101.13% | -4.45% | +36.92% | |
| NEE - NEXTERA ENERGY INC | Add 1% ($33.7K) | 0.65% | $3.5M | +8.87% | -19.88% | +15.42% | |
| GLD - SPDR GOLD TR | Reduce 7% $(255.8K) | 0.61% | $3.3M | +69.99% | +0.72% | +28.16% | |
| SCHG - SCHWAB STRATEGIC TR | Reduce 4% $(125.2K) | 0.61% | $3.3M | +62.44% | +2.95% | +28.95% | |
| BKLN - INVESCO EXCH TRADED FD TR II | Reduce 1% $(18.1K) | 0.59% | $3.2M | +17.20% | +2.33% | +8.70% | |
| XLU - SELECT SECTOR SPDR TR | Reduce 3% $(82.3K) | 0.58% | $3.1M | +41.02% | -5.99% | +17.91% | |
| CVX - CHEVRON CORP NEW | Reduce 1% $(22.7K) | 0.51% | $2.8M | +3.00% | -9.98% | -5.77% | |
| IBB - ISHARES TR | New Purchase | 0.48% | $2.6M | +4.01% | -9.90% | +10.60% | |
| QQQ - INVESCO QQQ TR | Reduce 17% $(508.7K) | 0.48% | $2.6M | +54.22% | +2.15% | +22.52% | |
| MRK - MERCK & CO INC | 0.44% | $2.4M | -21.94% | -3.89% | +9.69% | ||
| PRU - PRUDENTIAL FINL INC | New Purchase | 0.44% | $2.4M | +19.19% | -2.45% | +19.10% | |
| LHX - L3HARRIS TECHNOLOGIES INC | Add 1% ($34.1K) | 0.43% | $2.3M | +53.47% | -1.94% | +25.24% | |
| TSLA - TESLA INC | Reduce 32% $(1.1M) | 0.43% | $2.3M | +25.62% | -12.53% | -19.52% | |
| HON - HONEYWELL INTL INC | 0.43% | $2.3M | +22.64% | -0.22% | +6.31% | ||
| ICE - INTERCONTINENTAL EXCHANGE IN | Reduce 1% $(29.5K) | 0.43% | $2.3M | +65.28% | -3.90% | +36.09% | |
| CVS - CVS HEALTH CORP | New Purchase | 0.40% | $2.1M | -9.81% | -8.78% | -22.49% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 9% $(209.7K) | 0.40% | $2.1M | +44.78% | -1.34% | +20.65% | |
| PFF - ISHARES TR | New Purchase | 0.40% | $2.1M | +14.80% | -2.60% | +8.59% | |
| ABBV - ABBVIE INC | Reduce 3% $(69.9K) | 0.39% | $2.1M | +34.49% | -7.42% | +30.64% | |
| HD - HOME DEPOT INC | New Purchase | 0.39% | $2.1M | +16.82% | -11.25% | +7.33% | |
| SCI - SERVICE CORP INTL | 0.39% | $2.1M | +24.44% | -8.10% | +19.13% | ||
| STZ - CONSTELLATION BRANDS INC | New Purchase | 0.39% | $2.1M | -36.03% | -11.35% | -10.87% | |
| CME - CME GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| FIXD - FIRST TR EXCHNG TRADED FD VI | Reduce 100% | 0.00% | $0.00 | ||||
| FCX - FREEPORT-MCMORAN INC | Reduce 100% | 0.00% | $0.00 | ||||
| MS - MORGAN STANLEY | Reduce 100% | 0.00% | $0.00 | ||||
| MOS - MOSAIC CO NEW | Reduce 100% | 0.00% | $0.00 | ||||
| TGT - TARGET CORP | Reduce 100% | 0.00% | $0.00 | ||||