10,000+ stock pitches from top investors available on joinyellowbrick.com
HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2024-08-06 (Q2 2024) | Holdings: 220 | Value: $699.7M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - Apple Inc | Reduce 2% $(2.5M) | 15.88% | $111.1M | +0.79% | +10.07% | ||
| VUG - Vanguard Growth Index Fund ETF | Add 1% ($547.6K) | 10.22% | $71.5M | +30.64% | +16.22% | ||
| VYM - Vanguard High Dividend Yield Index Fund ETF | Add 1% ($487.6K) | 9.36% | $65.5M | +15.02% | +10.67% | ||
| IJR - iShares Core S&P Small-Cap ETF | Reduce 1% $(344.9K) | 5.55% | $38.8M | +1.59% | +11.99% | ||
| NVDA - Nvidia Corp | Add 892% ($26.9M) | 4.28% | $29.9M | +65.04% | +38.11% | ||
| MSFT - Microsoft | Add 2% ($354.4K) | 3.00% | $21.0M | +31.56% | +4.30% | ||
| IVV - iShares Core S&P 500 ETF | Add 3% ($514.4K) | 2.70% | $18.9M | +21.12% | +13.07% | ||
| AME - Ametek Inc | 2.68% | $18.7M | +17.55% | +19.56% | |||
| GOOGL - Alphabet Inc | Add 1% ($241.2K) | 2.52% | $17.6M | +19.58% | +12.24% | ||
| FPE - First Trust Preferred Securities and Income ETF | Reduce 1% $(112.5K) | 2.17% | $15.2M | +8.55% | +4.40% | ||
| PANW - Palo Alto Networks | 1.65% | $11.5M | +11.59% | +24.38% | |||
| AMZN - Amazon.Com Inc | Add 2% ($168.3K) | 1.37% | $9.6M | +40.56% | +26.12% | ||
| META - Meta Platforms Inc | Add 1% ($56.0K) | 1.31% | $9.1M | +54.25% | +17.72% | ||
| V - Visa Inc | 1.19% | $8.3M | +34.01% | +18.01% | |||
| COST - Costco Wholesale | Reduce 1% $(38.3K) | 0.98% | $6.9M | +14.45% | +11.05% | ||
| SCHP - Schwab U.S. TIPS ETF | Add 2% ($113.7K) | 0.88% | $6.2M | +3.96% | +0.39% | ||
| JPM - JPMorgan Chase & Co | 0.85% | $6.0M | +48.83% | +16.86% | |||
| VWO - Vanguard FTSE Emerging Markets ETF | Reduce 1% $(58.9K) | 0.72% | $5.0M | +19.20% | +11.70% | ||
| QQQ - Invesco QQQ Trust | Add 5% ($257.3K) | 0.71% | $5.0M | +27.26% | +15.18% | ||
| SHY - iShares Trust 1-3 (year Treasury Bond Etf) | Reduce 1% $(47.4K) | 0.71% | $4.9M | +3.73% | +0.59% | ||
| AZO - Autozone Inc Com | 0.67% | $4.7M | +20.95% | +1.11% | |||
| BRK.B - Berkshire Hathaway | 0.63% | $4.4M | +10.75% | +7.99% | |||
| TLT - iShares TR 20 YR TR (BD Etf) | Add 1% ($38.8K) | 0.61% | $4.3M | -5.85% | -3.87% | ||
| GOOG - Alphabet Inc. Class C | Add 1% ($25.3K) | 0.60% | $4.2M | +18.71% | +11.81% | ||
| SCHG - Schwab US Large Cap Growth ETF | Add 1% ($21.6K) | 0.59% | $4.1M | +27.82% | +16.45% | ||
| SPY - SPDR S&P 500 ETF | Add 19% ($657.5K) | 0.58% | $4.1M | +21.10% | +13.05% | ||
| COP - Conocophillips Com | Add 2% ($87.4K) | 0.58% | $4.1M | -8.33% | +5.56% | ||
| AN - Autonation Inc Com | Add 1% ($36.5K) | 0.57% | $4.0M | +13.81% | -1.34% | ||
| TMO - Thermo Fisher | Add 1% ($22.7K) | 0.54% | $3.8M | -21.93% | -7.44% | ||
| BA - Boeing Co | Reduce 3% $(111.0K) | 0.51% | $3.5M | +32.84% | -9.59% | ||
| ORCL - Oracle Corp | Reduce 3% $(123.4K) | 0.50% | $3.5M | +98.90% | +44.89% | ||
| AWK - American Water Works | Reduce 1% $(29.7K) | 0.50% | $3.5M | -0.24% | -7.18% | ||
| CVX - Chevron Corp. | Add 1% ($25.8K) | 0.48% | $3.4M | +9.65% | +9.64% | ||
| GLD - SPDR Gold TR Gold (SHS) | 0.48% | $3.3M | +36.51% | +12.49% | |||
| XLU - Utilities Select (sector SPDR Fund) | Add 1% ($32.8K) | 0.48% | $3.3M | +20.04% | +6.46% | ||
| BKLN - Invesco Senior Loan ETF | 0.46% | $3.2M | +8.08% | +3.42% | |||
| ICE - Intercontinental Exchange Inc | Reduce 1% $(20.9K) | 0.44% | $3.1M | +23.36% | +3.32% | ||
| TSLA - Tesla Motors | Add 4% ($114.8K) | 0.44% | $3.1M | +53.54% | +47.89% | ||
| HD - Home Depot | Add 2% ($60.2K) | 0.42% | $2.9M | +5.97% | +13.14% | ||
| NEE - Nextera Energy Inc | Add 5% ($124.2K) | 0.41% | $2.9M | -5.84% | -3.37% | ||
| LHX - L3harris | 0.39% | $2.7M | +23.66% | +12.94% | |||
| MRK - Merck &co. Inc Com | 0.37% | $2.6M | -27.69% | -8.80% | |||
| SBUX - Starbucks Corp Com | Reduce 2% $(42.0K) | 0.36% | $2.6M | +21.36% | +28.42% | ||
| SYK - Stryker Corp | New Purchase | 0.35% | $2.5M | +22.49% | +14.57% | ||
| MS - Morgan Stanley | Reduce 1% $(26.6K) | 0.35% | $2.4M | +55.07% | +36.83% | ||
| ABBV - Abbvie Inc Com | Reduce 1% $(14.9K) | 0.35% | $2.4M | +4.19% | +7.56% | ||
| HON - Honeywell | New Purchase | 0.35% | $2.4M | +13.20% | +9.05% | ||
| XOM - ExxonMobil | Reduce 1% $(17.2K) | 0.34% | $2.4M | +0.07% | +5.78% | ||
| WMT - Wal-Mart | New Purchase | 0.33% | $2.3M | +45.84% | +23.90% | ||
| ZTS - Zoetis Inc | Reduce 2% $(50.8K) | 0.33% | $2.3M | -20.66% | -6.10% | ||
| DIS - Walt Disney | Reduce 100% | 0.00% | $0.00 | ||||
| NOW - ServiceNow Inc | Reduce 100% | 0.00% | $0.00 | ||||
| STZ - Constellation Brands | Reduce 100% | 0.00% | $0.00 | ||||