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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2023-10-20 (Q3 2023) | Holdings: 170 | Value: $456.1M | 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 10% $(10.0M) | 18.77% | $85.6M | +22.50% | +13.60% | +39.07% | |
| VYM - VANGUARD WHITEHALL FDS | Reduce 7% $(3.4M) | 9.90% | $45.1M | +39.96% | +11.89% | +33.00% | |
| VUG - VANGUARD INDEX FDS | Reduce 6% $(2.4M) | 9.02% | $41.1M | +71.16% | +19.61% | +47.54% | |
| IJR - ISHARES TR | Reduce 3% $(887.5K) | 5.79% | $26.4M | +27.30% | +19.58% | +31.86% | |
| MSFT - MICROSOFT CORP | Reduce 3% $(453.7K) | 3.49% | $15.9M | +66.11% | +22.07% | +29.64% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 4% $(511.6K) | 2.66% | $12.1M | +28.03% | +10.69% | +23.39% | |
| GOOGL - ALPHABET INC | Reduce 15% $(2.0M) | 2.47% | $11.2M | +42.96% | +8.11% | +21.80% | |
| IVV - ISHARES TR | Reduce 7% $(816.8K) | 2.32% | $10.6M | +54.28% | +15.72% | +41.16% | |
| NVDA - NVIDIA CORPORATION | Add 1% ($81.8K) | 1.75% | $8.0M | +331.65% | +44.70% | +248.67% | |
| PANW - PALO ALTO NETWORKS INC | 1.74% | $7.9M | +43.94% | +43.30% | +56.88% | ||
| V - VISA INC | Reduce 12% $(837.7K) | 1.31% | $6.0M | +51.29% | +17.47% | +24.96% | |
| TLT - ISHARES TR | Reduce 13% $(777.8K) | 1.13% | $5.1M | +12.74% | +15.42% | +15.85% | |
| SHY - ISHARES TR | Reduce 11% $(590.3K) | 1.07% | $4.9M | +9.11% | +2.34% | +5.88% | |
| META - META PLATFORMS INC | Reduce 19% $(1.1M) | 1.03% | $4.7M | +151.27% | +23.35% | +86.39% | |
| COST - COSTCO WHSL CORP NEW | Reduce 6% $(266.7K) | 0.94% | $4.3M | +75.18% | +28.05% | +64.70% | |
| SCHP - SCHWAB STRATEGIC TR | Add 1% ($57.2K) | 0.92% | $4.2M | +12.84% | +5.27% | +9.14% | |
| AMZN - AMAZON COM INC | Reduce 6% $(245.3K) | 0.91% | $4.2M | +87.84% | +24.19% | +51.71% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 4% $(160.1K) | 0.87% | $4.0M | +41.25% | +10.17% | +38.94% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 15% $(687.7K) | 0.86% | $3.9M | +40.15% | +6.80% | +29.99% | |
| BA - BOEING CO | 0.83% | $3.8M | +23.63% | +19.78% | -10.93% | ||
| SBUX - STARBUCKS CORP | Reduce 8% $(335.1K) | 0.80% | $3.6M | -0.84% | -0.37% | +5.29% | |
| COP - CONOCOPHILLIPS | Reduce 13% $(552.8K) | 0.79% | $3.6M | -18.62% | -11.75% | -12.46% | |
| AZO - AUTOZONE INC | Reduce 7% $(266.7K) | 0.77% | $3.5M | +51.65% | +11.51% | +29.52% | |
| AN - AUTONATION INC | Reduce 41% $(2.4M) | 0.74% | $3.4M | +45.21% | +7.53% | +23.69% | |
| AWK - AMERICAN WTR WKS CO INC NEW | Reduce 10% $(368.6K) | 0.70% | $3.2M | +27.40% | +11.32% | +25.87% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 14% $(492.0K) | 0.66% | $3.0M | +1.82% | +19.93% | +29.28% | |
| SCHG - SCHWAB STRATEGIC TR | Reduce 8% $(246.4K) | 0.64% | $2.9M | +69.34% | +19.48% | +49.15% | |
| BKLN - INVESCO EXCH TRADED FD TR II | Reduce 8% $(253.7K) | 0.64% | $2.9M | +15.68% | +3.32% | +10.12% | |
| CVX - CHEVRON CORP NEW | Reduce 2% $(66.3K) | 0.64% | $2.9M | +0.17% | -11.83% | -3.60% | |
| JPM - JPMORGAN CHASE & CO | Reduce 22% $(780.8K) | 0.61% | $2.8M | +115.64% | +19.74% | +59.73% | |
| GLD - SPDR GOLD TR | Reduce 18% $(568.7K) | 0.57% | $2.6M | +65.09% | +2.02% | +36.90% | |
| ORCL - ORACLE CORP | New Purchase | 0.54% | $2.5M | +153.80% | +8.32% | +72.37% | |
| QQQ - INVESCO QQQ TR | Reduce 3% $(67.4K) | 0.53% | $2.4M | +61.72% | +19.68% | +41.20% | |
| XLU - SELECT SECTOR SPDR TR | Reduce 15% $(414.1K) | 0.52% | $2.4M | +57.36% | +6.51% | +46.64% | |
| TSLA - TESLA INC | Add 7% ($147.9K) | 0.52% | $2.4M | +46.80% | -0.57% | +4.21% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.48% | $2.2M | +7.23% | -11.68% | +12.35% | |
| GOOG - ALPHABET INC | New Purchase | 0.46% | $2.1M | +42.41% | +8.43% | +22.00% | |
| NEE - NEXTERA ENERGY INC | Reduce 22% $(606.9K) | 0.46% | $2.1M | +46.15% | +11.78% | +68.91% | |
| HD - HOME DEPOT INC | Add 1% ($20.5K) | 0.45% | $2.1M | +34.29% | +25.63% | +45.88% | |
| MRK - MERCK & CO INC | Reduce 5% $(105.7K) | 0.45% | $2.0M | -19.92% | +16.98% | +6.16% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Reduce 13% $(290.6K) | 0.43% | $2.0M | +75.59% | +18.81% | +56.71% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 5% $(112.4K) | 0.43% | $2.0M | +54.10% | +15.68% | +40.97% | |
| HON - HONEYWELL INTL INC | Reduce 10% $(210.4K) | 0.41% | $1.9M | +27.12% | +11.36% | +24.70% | |
| ZTS - ZOETIS INC | New Purchase | 0.40% | $1.8M | -10.54% | +15.32% | +14.86% | |
| ABBV - ABBVIE INC | Reduce 22% $(513.9K) | 0.40% | $1.8M | +37.75% | +14.24% | +32.29% | |
| IBB - ISHARES TR | Reduce 27% $(657.5K) | 0.40% | $1.8M | +14.19% | +16.22% | +23.68% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | New Purchase | 0.40% | $1.8M | +15.27% | +8.87% | +12.61% | |
| CME - CME GROUP INC | New Purchase | 0.40% | $1.8M | +42.23% | -1.68% | +11.62% | |
| WMT - WALMART INC | New Purchase | 0.37% | $1.7M | +89.07% | +2.69% | +54.79% | |
| ADM - ARCHER DANIELS MIDLAND CO | New Purchase | 0.37% | $1.7M | -20.67% | -28.50% | -20.31% | |
| CVS - CVS HEALTH CORP | Reduce 100% | 0.00% | $0.00 | ||||
| PRU - PRUDENTIAL FINL INC | Reduce 100% | 0.00% | $0.00 | ||||
| STZ - CONSTELLATION BRANDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| LHX - L3HARRIS TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| SH - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCI - SERVICE CORP INTL | Reduce 100% | 0.00% | $0.00 | ||||
| PFF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| PSQ - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||