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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2024-05-10 (Q1 2024) | Holdings: 223 | Value: $659.4M | 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 1% $(832.0K) | 14.03% | $92.5M | +12.46% | +17.44% | +14.20% | |
| VYM - Vanguard High Dividend Yield Index Fund ETF | Reduce 2% $(1.1M) | 10.05% | $66.3M | +15.72% | +0.67% | +10.36% | |
| VUG - Vanguard Growth Index Fund ETF | Reduce 3% $(2.0M) | 9.91% | $65.3M | +32.86% | +3.50% | +17.77% | |
| IJR - iShares Core S&P Small-Cap ETF | Reduce 3% $(1.0M) | 6.16% | $40.6M | +2.88% | -0.61% | -0.06% | |
| NVDA - Nvidia Corp | Add 24% ($4.3M) | 3.35% | $22.1M | +96.67% | +20.50% | +35.99% | |
| AME - Ametek Inc | Reduce 5% $(1.1M) | 3.12% | $20.6M | +8.83% | -5.98% | +5.43% | |
| MSFT - Microsoft | Reduce 20% $(4.9M) | 2.95% | $19.4M | +28.84% | -2.50% | +8.30% | |
| IVV - iShares Core S&P 500 ETF | Reduce 4% $(647.2K) | 2.68% | $17.6M | +22.91% | +2.38% | +13.04% | |
| FPE - First Trust Preferred Securities and Income ETF | Reduce 5% $(737.0K) | 2.32% | $15.3M | +11.79% | +3.39% | +7.74% | |
| GOOGL - Alphabet Inc | Reduce 3% $(426.8K) | 2.18% | $14.4M | +17.53% | -1.09% | -3.07% | |
| PANW - Palo Alto Networks | 1.47% | $9.7M | +14.97% | +9.64% | +28.15% | ||
| V - Visa Inc | 1.34% | $8.9M | +23.86% | -7.31% | +27.37% | ||
| AMZN - Amazon.Com Inc | Add 6% ($462.0K) | 1.34% | $8.8M | +24.53% | -11.28% | +10.98% | |
| META - Meta Platforms Inc | Reduce 3% $(275.8K) | 1.33% | $8.8M | +64.33% | +9.25% | +35.75% | |
| SCHP - Schwab U.S. TIPS ETF | Reduce 1% $(83.6K) | 0.92% | $6.1M | +7.26% | +3.49% | +5.10% | |
| COST - Costco Wholesale | Reduce 22% $(1.7M) | 0.90% | $6.0M | +19.86% | +9.75% | +29.62% | |
| JPM - JPMorgan Chase & Co | Add 2% ($129.2K) | 0.90% | $5.9M | +53.20% | +4.29% | +33.84% | |
| AZO - Autozone Inc Com | Reduce 6% $(330.9K) | 0.76% | $5.0M | +25.45% | +4.82% | +21.98% | |
| SHY - iShares Trust 1-3 (year Treasury Bond Etf) | Reduce 6% $(314.2K) | 0.76% | $5.0M | +6.23% | +2.46% | +5.32% | |
| VWO - Vanguard FTSE Emerging Markets ETF | Reduce 5% $(266.2K) | 0.74% | $4.9M | +17.48% | +0.07% | +11.24% | |
| BRK.B - Berkshire Hathaway | Reduce 28% $(1.8M) | 0.70% | $4.6M | +13.96% | +3.94% | +24.21% | |
| COP - Conocophillips Com | 0.67% | $4.4M | -19.33% | -9.06% | -22.58% | ||
| QQQ - Invesco QQQ Trust | 0.66% | $4.4M | +28.18% | +1.83% | +15.08% | ||
| TLT - iShares TR 20 YR TR (BD Etf) | Reduce 1% $(57.9K) | 0.66% | $4.4M | +0.76% | +7.76% | -0.77% | |
| AN - Autonation Inc Com | Reduce 1% $(49.2K) | 0.62% | $4.1M | +16.29% | +0.89% | +13.88% | |
| TMO - Thermo Fisher | Add 1% ($37.2K) | 0.60% | $3.9M | -20.59% | +1.39% | -26.62% | |
| BA - Boeing Co | 0.59% | $3.9M | +23.91% | -8.33% | +10.89% | ||
| SCHG - Schwab US Large Cap Growth ETF | 0.57% | $3.8M | +30.47% | +3.57% | +16.58% | ||
| GOOG - Alphabet Inc. Class C | 0.52% | $3.4M | +16.98% | -1.03% | -3.32% | ||
| CVX - Chevron Corp. | Add 2% ($63.1K) | 0.51% | $3.4M | -3.82% | -12.01% | -11.25% | |
| AWK - American Water Works | Reduce 1% $(29.5K) | 0.50% | $3.3M | +6.32% | +5.60% | +4.48% | |
| SPY - SPDR S&P 500 ETF | Add 1% ($20.9K) | 0.50% | $3.3M | +22.86% | +2.38% | +12.98% | |
| BKLN - Invesco Senior Loan ETF | 0.49% | $3.2M | +8.92% | +1.02% | +7.11% | ||
| ORCL - Oracle Corp | Reduce 4% $(144.7K) | 0.49% | $3.2M | +119.54% | +13.51% | +35.73% | |
| GLD - SPDR Gold TR Gold (SHS) | 0.49% | $3.2M | +39.57% | +5.23% | +37.38% | ||
| HD - Home Depot | Add 9% ($257.0K) | 0.48% | $3.2M | +8.89% | +0.04% | +10.89% | |
| XLU - Utilities Select (sector SPDR Fund) | Reduce 1% $(24.4K) | 0.48% | $3.2M | +24.32% | +3.95% | +14.95% | |
| ICE - Intercontinental Exchange Inc | Reduce 1% $(18.1K) | 0.47% | $3.1M | +39.53% | +14.88% | +30.58% | |
| SBUX - Starbucks Corp Com | Reduce 25% $(1.0M) | 0.46% | $3.0M | +20.80% | +1.83% | +15.26% | |
| MRK - Merck &co. Inc Com | Add 5% ($127.5K) | 0.42% | $2.8M | -37.27% | -11.85% | -36.06% | |
| TSLA - Tesla Motors | Reduce 6% $(158.0K) | 0.40% | $2.6M | +81.34% | +16.17% | +87.28% | |
| ABBV - Abbvie Inc Com | Reduce 2% $(59.2K) | 0.39% | $2.6M | +22.51% | +19.00% | +22.13% | |
| LHX - L3harris | Add 1% ($33.9K) | 0.39% | $2.6M | +28.11% | +4.55% | +1.57% | |
| NEE - Nextera Energy Inc | Reduce 1% $(18.2K) | 0.38% | $2.5M | -0.66% | +5.32% | -3.35% | |
| DIS - Walt Disney | New Purchase | 0.37% | $2.4M | +14.31% | -18.22% | +5.59% | |
| XOM - ExxonMobil | New Purchase | 0.36% | $2.4M | -1.65% | +1.31% | -4.71% | |
| MS - Morgan Stanley | Reduce 1% $(15.3K) | 0.36% | $2.4M | +49.91% | -3.10% | +32.78% | |
| NOW - ServiceNow Inc | Reduce 7% $(188.3K) | 0.36% | $2.4M | +28.69% | +10.07% | +38.58% | |
| STZ - Constellation Brands | New Purchase | 0.36% | $2.4M | -34.74% | -9.07% | -26.24% | |
| ZTS - Zoetis Inc | Add 1% ($28.8K) | 0.35% | $2.3M | -12.70% | +8.75% | -3.36% | |
| FIXD - First Trust TCW Opportunistic Fixed Income ETF | Reduce 100% | 0.00% | $0.00 | ||||
| HON - Honeywell | Reduce 100% | 0.00% | $0.00 | ||||
| FCX - Freeport-Mcmoran Inc | Reduce 100% | 0.00% | $0.00 | ||||