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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2024-10-10 (Q3 2024) | Holdings: 229 | Value: $764.2M | 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 1% ($656.1K) | 16.18% | $123.6M | -9.16% | +2.34% | ||
| VUG - Vanguard Growth Index Fund ETF | Add 1% ($674.6K) | 9.70% | $74.1M | +18.13% | +4.98% | ||
| VYM - Vanguard High Dividend Yield Index Fund ETF | Add 1% ($878.9K) | 9.38% | $71.6M | +6.18% | -0.63% | ||
| IJR - iShares Core S&P Small-Cap ETF | Add 1% ($421.3K) | 5.63% | $43.0M | -2.01% | +0.22% | ||
| NVDA - Nvidia Corp | Add 9% ($2.7M) | 4.21% | $32.2M | +32.76% | -0.58% | ||
| MSFT - Microsoft | 2.65% | $20.2M | +28.95% | +0.45% | |||
| IVV - iShares Core S&P 500 ETF | Add 1% ($249.2K) | 2.64% | $20.2M | +10.76% | +1.28% | ||
| AME - Ametek Inc | 2.53% | $19.3M | +9.90% | +4.56% | |||
| FPE - First Trust Preferred Securities and Income ETF | Add 1% ($128.5K) | 2.09% | $16.0M | +3.81% | -1.81% | ||
| GOOGL - Alphabet Inc | Reduce 1% $(133.0K) | 2.08% | $15.9M | +18.78% | +17.95% | ||
| PANW - Palo Alto Networks | 1.52% | $11.6M | -5.91% | -9.04% | |||
| IEMG - iShares Core MSCI Emerging ETF | New Purchase | 1.48% | $11.3M | +8.96% | -9.31% | ||
| META - Meta Platforms Inc | Reduce 1% $(129.9K) | 1.34% | $10.2M | +32.58% | +4.10% | ||
| AMZN - Amazon.Com Inc | Add 3% ($300.2K) | 1.25% | $9.6M | +25.44% | +17.06% | ||
| V - Visa Inc | Add 2% ($169.6K) | 1.16% | $8.9M | +25.81% | +11.40% | ||
| COST - Costco Wholesale | Reduce 1% $(49.6K) | 0.93% | $7.1M | +5.44% | +3.51% | ||
| JPM - JPMorgan Chase & Co | Add 2% ($123.8K) | 0.83% | $6.3M | +39.59% | +13.82% | ||
| VWO - Vanguard FTSE Emerging Markets ETF | Reduce 1% $(74.5K) | 0.71% | $5.4M | +7.45% | -8.66% | ||
| QQQ - Invesco QQQ Trust | Add 6% ($320.2K) | 0.70% | $5.4M | +15.62% | +3.19% | ||
| SPY - SPDR S&P 500 ETF | Add 22% ($951.3K) | 0.69% | $5.2M | +10.75% | +1.27% | ||
| AZO - Autozone Inc Com | Add 1% ($63.0K) | 0.66% | $5.1M | +20.70% | +3.76% | ||
| BRK.B - Berkshire Hathaway | 0.66% | $5.0M | +3.51% | -2.63% | |||
| SHY - iShares Trust 1-3 (year Treasury Bond Etf) | Reduce 1% $(48.7K) | 0.65% | $5.0M | +2.99% | +0.19% | ||
| TLT - iShares TR 20 YR TR (BD Etf) | Add 1% ($59.6K) | 0.61% | $4.6M | -3.98% | -7.63% | ||
| TMO - Thermo Fisher | Add 10% ($400.2K) | 0.60% | $4.6M | -21.28% | -6.67% | ||
| AN - Autonation Inc Com | Reduce 1% $(40.6K) | 0.58% | $4.4M | +18.29% | +7.70% | ||
| BINC - BlackRock Flexible Income ETF | New Purchase | 0.57% | $4.4M | +4.61% | +0.20% | ||
| SCHG - Schwab US Large Cap Growth ETF | 0.56% | $4.3M | +15.35% | +5.25% | |||
| ORCL - Oracle Corp | 0.55% | $4.2M | +45.79% | -12.08% | |||
| XLU - Utilities Select (sector SPDR Fund) | Add 3% ($101.4K) | 0.53% | $4.1M | +11.87% | -3.81% | ||
| GLD - SPDR Gold TR Gold (SHS) | Add 6% ($218.0K) | 0.52% | $4.0M | +23.91% | +0.51% | ||
| AWK - American Water Works | Add 1% ($20.0K) | 0.52% | $4.0M | +4.21% | -11.17% | ||
| COP - Conocophillips Com | Add 1% ($29.5K) | 0.49% | $3.8M | -11.87% | -5.23% | ||
| TSLA - Tesla Motors | Reduce 7% $(278.4K) | 0.49% | $3.8M | +40.04% | +83.21% | ||
| GOOG - Alphabet Inc. Class C | Reduce 2% $(86.6K) | 0.49% | $3.7M | +18.49% | +17.86% | ||
| ICE - Intercontinental Exchange Inc | Add 2% ($84.3K) | 0.48% | $3.7M | +15.49% | -10.58% | ||
| HD - Home Depot | Add 6% ($217.2K) | 0.48% | $3.7M | -8.88% | -4.71% | ||
| NEE - Nextera Energy Inc | 0.45% | $3.4M | -10.21% | -16.76% | |||
| CVX - Chevron Corp. | Reduce 1% $(32.7K) | 0.41% | $3.2M | +4.25% | +4.36% | ||
| BKLN - Invesco Senior Loan ETF | Reduce 3% $(92.0K) | 0.41% | $3.1M | +5.37% | +1.90% | ||
| SBUX - Starbucks Corp Com | Reduce 4% $(124.9K) | 0.40% | $3.1M | -3.51% | -0.05% | ||
| ZTS - Zoetis Inc | Add 15% ($399.0K) | 0.40% | $3.0M | -22.42% | -12.35% | ||
| BA - Boeing Co | 0.39% | $3.0M | +51.63% | +16.59% | |||
| LHX - L3harris | Add 3% ($92.1K) | 0.39% | $2.9M | +14.76% | -11.60% | ||
| WMT - Wal-Mart | Add 1% ($32.1K) | 0.37% | $2.8M | +23.84% | +15.10% | ||
| ABBV - Abbvie Inc Com | 0.37% | $2.8M | +0.40% | -8.64% | |||
| NOW - ServiceNow Inc | New Purchase | 0.36% | $2.8M | +0.03% | +7.73% | ||
| MS - Morgan Stanley | Add 3% ($74.0K) | 0.35% | $2.7M | +34.60% | +14.65% | ||
| SYK - Stryker Corp | Add 2% ($47.7K) | 0.35% | $2.7M | +11.38% | +1.92% | ||
| XOM - ExxonMobil | Add 2% ($57.3K) | 0.32% | $2.5M | -6.90% | -10.49% | ||
| SCHP - Schwab U.S. TIPS ETF | Reduce 100% | 0.00% | $0.00 | ||||
| MRK - Merck &co. Inc Com | Reduce 100% | 0.00% | $0.00 | -6.84% | |||
| HON - Honeywell | Reduce 100% | 0.00% | $0.00 | +8.78% | |||