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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2024-02-09 (Q4 2023) | Holdings: 205 | Value: $633.1M | 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 | Add 9% ($8.5M) | 16.55% | $104.8M | +10.83% | -2.72% | +21.39% | |
| VYM - Vanguard High Dividend Yield Index Fund ETF | Add 27% ($13.4M) | 9.82% | $62.2M | +23.87% | +6.78% | +21.25% | |
| VUG - Vanguard Growth Index Fund ETF | Add 29% ($13.8M) | 9.60% | $60.8M | +35.84% | +1.97% | +25.84% | |
| IJR - iShares Core S&P Small-Cap ETF | Add 35% ($10.5M) | 6.44% | $40.8M | +6.66% | +2.90% | +12.67% | |
| MSFT - Microsoft | Add 15% ($2.8M) | 3.44% | $21.7M | +28.30% | -1.20% | -1.25% | |
| AME - Ametek Inc | New Purchase | 3.09% | $19.5M | +10.59% | +1.34% | +10.87% | |
| IVV - iShares Core S&P 500 ETF | Add 41% ($4.8M) | 2.63% | $16.6M | +28.59% | +4.26% | +22.33% | |
| FPE - First Trust Preferred Securities and Income ETF | Add 22% ($2.8M) | 2.46% | $15.6M | +14.24% | +2.13% | +10.42% | |
| GOOGL - Alphabet Inc | Add 14% ($1.7M) | 2.17% | $13.7M | +30.07% | +13.63% | +26.09% | |
| PANW - Palo Alto Networks | Add 1% ($65.5K) | 1.58% | $10.0M | -7.52% | -20.77% | +4.62% | |
| NVDA - Nvidia Corp | Add 7% ($618.6K) | 1.54% | $9.7M | +145.11% | +23.80% | +84.03% | |
| V - Visa Inc | Add 23% ($1.6M) | 1.31% | $8.3M | +26.12% | +1.56% | +27.79% | |
| AMZN - Amazon.Com Inc | Add 41% ($2.1M) | 1.11% | $7.0M | +33.93% | +7.25% | +33.38% | |
| COST - Costco Wholesale | Add 38% ($1.9M) | 1.09% | $6.9M | +30.75% | +8.97% | +47.57% | |
| META - Meta Platforms Inc | Add 18% ($1.0M) | 1.04% | $6.6M | +66.10% | +1.82% | +53.81% | |
| SCHP - Schwab U.S. TIPS ETF | Add 42% ($1.8M) | 0.97% | $6.2M | +7.90% | +0.42% | +4.75% | |
| BRK.B - Berkshire Hathaway | Add 35% ($1.4M) | 0.86% | $5.5M | +18.37% | +3.36% | +17.94% | |
| SHY - iShares Trust 1-3 (year Treasury Bond Etf) | Add 7% ($359.2K) | 0.84% | $5.3M | +6.60% | +0.26% | +4.25% | |
| BA - Boeing Co | Add 2% ($107.4K) | 0.83% | $5.2M | +6.30% | -14.47% | -13.49% | |
| VWO - Vanguard FTSE Emerging Markets ETF | Add 23% ($933.1K) | 0.80% | $5.0M | +27.15% | +7.20% | +15.29% | |
| JPM - JPMorgan Chase & Co | Add 50% ($1.6M) | 0.78% | $4.9M | +75.28% | +14.39% | +58.62% | |
| TLT - iShares TR 20 YR TR (BD Etf) | Reduce 19% $(1.1M) | 0.73% | $4.6M | -1.86% | -3.07% | -1.29% | |
| AZO - Autozone Inc Com | Add 22% ($796.4K) | 0.69% | $4.4M | +40.61% | +11.17% | +27.89% | |
| SBUX - Starbucks Corp Com | Add 12% ($448.0K) | 0.67% | $4.3M | -5.00% | -21.47% | +17.29% | |
| COP - Conocophillips Com | Add 15% ($534.5K) | 0.64% | $4.0M | -10.45% | +11.05% | -8.09% | |
| QQQ - Invesco QQQ Trust | Add 45% ($1.2M) | 0.64% | $4.0M | +30.42% | +1.31% | +21.85% | |
| TSLA - Tesla Motors | Add 65% ($1.5M) | 0.62% | $3.9M | +60.47% | -12.31% | +82.57% | |
| AN - Autonation Inc Com | Add 12% ($387.3K) | 0.59% | $3.7M | +26.17% | +7.61% | +26.17% | |
| AWK - American Water Works | Add 6% ($195.1K) | 0.57% | $3.6M | +18.17% | +10.92% | +3.11% | |
| TMO - Thermo Fisher | Add 13% ($398.7K) | 0.56% | $3.6M | -14.73% | +7.70% | +0.61% | |
| SCHG - Schwab US Large Cap Growth ETF | Add 1% ($36.9K) | 0.53% | $3.4M | +34.52% | +2.85% | +27.40% | |
| BKLN - Invesco Senior Loan ETF | Add 11% ($309.9K) | 0.51% | $3.2M | +11.86% | +2.65% | +8.45% | |
| GOOG - Alphabet Inc. Class C | Add 41% ($935.2K) | 0.50% | $3.2M | +29.74% | +13.88% | +26.30% | |
| CVX - Chevron Corp. | Add 23% ($587.4K) | 0.50% | $3.2M | +6.76% | +10.56% | +7.16% | |
| XLU - Utilities Select (sector SPDR Fund) | Add 20% ($519.5K) | 0.49% | $3.1M | +48.72% | +19.23% | +35.22% | |
| GLD - SPDR Gold TR Gold (SHS) | Add 2% ($53.5K) | 0.47% | $3.0M | +62.36% | +17.21% | +43.82% | |
| SPY - SPDR S&P 500 ETF | Add 37% ($793.4K) | 0.47% | $3.0M | +28.50% | +4.25% | +22.24% | |
| ICE - Intercontinental Exchange Inc | Add 27% ($615.1K) | 0.46% | $2.9M | +38.56% | -1.00% | +24.59% | |
| ORCL - Oracle Corp | Add 14% ($353.7K) | 0.44% | $2.8M | +121.90% | +0.68% | +55.56% | |
| ZTS - Zoetis Inc | Add 28% ($585.6K) | 0.42% | $2.7M | -24.98% | -14.27% | -12.14% | |
| HD - Home Depot | Add 12% ($274.1K) | 0.42% | $2.6M | +4.68% | -4.32% | +16.45% | |
| FIXD - First Trust TCW Opportunistic Fixed Income ETF | Add 35% ($674.1K) | 0.41% | $2.6M | +5.67% | -1.83% | +2.53% | |
| LHX - L3harris | New Purchase | 0.39% | $2.5M | +35.04% | +5.22% | +1.36% | |
| HON - Honeywell | Add 16% ($331.2K) | 0.38% | $2.4M | +18.30% | +5.18% | +9.79% | |
| NOW - ServiceNow Inc | New Purchase | 0.38% | $2.4M | +15.85% | -10.36% | +25.51% | |
| MS - Morgan Stanley | New Purchase | 0.38% | $2.4M | +74.02% | +15.53% | +65.24% | |
| NEE - Nextera Energy Inc | Add 7% ($161.3K) | 0.38% | $2.4M | +31.34% | +31.59% | +26.75% | |
| ABBV - Abbvie Inc Com | Add 19% ($365.1K) | 0.36% | $2.3M | +14.92% | -6.50% | +13.68% | |
| FCX - Freeport-Mcmoran Inc | New Purchase | 0.35% | $2.2M | +9.60% | +38.07% | +3.95% | |
| MRK - Merck &co. Inc Com | Add 1% ($26.5K) | 0.34% | $2.2M | -34.60% | +4.71% | -28.99% | |
| ADM - ARCHER DANIELS MIDLAND CO | Reduce 100% | 0.00% | $0.00 | ||||
| CME - CME GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| IBB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| WMT - WALMART INC | Reduce 100% | 0.00% | $0.00 | ||||