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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2025-01-14 (Q4 2024) | Holdings: 228 | Value: $798.2M | 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 | 16.62% | $132.7M | -11.32% | -13.75% | |||
| VUG - Vanguard Growth Index Fund ETF | Add 4% ($3.2M) | 10.33% | $82.5M | +11.18% | -11.61% | ||
| VYM - Vanguard High Dividend Yield Index Fund ETF | Add 5% ($3.3M) | 9.34% | $74.6M | +4.50% | -5.63% | ||
| IJR - iShares Core S&P Small-Cap ETF | Add 4% ($1.9M) | 5.54% | $44.2M | -5.96% | -18.24% | ||
| NVDA - Nvidia Corp | Add 2% ($555.0K) | 4.52% | $36.1M | +33.11% | -16.04% | ||
| IVV - iShares Core S&P 500 ETF | Add 7% ($1.5M) | 2.76% | $22.0M | +7.70% | -8.65% | ||
| MSFT - Microsoft | Reduce 1% $(226.3K) | 2.45% | $19.6M | +27.78% | -7.78% | ||
| GOOGL - Alphabet Inc | 2.28% | $18.2M | -0.38% | -18.95% | |||
| AME - Ametek Inc | Reduce 16% $(3.2M) | 2.14% | $17.1M | +2.01% | -11.74% | ||
| FPE - First Trust Preferred Securities and Income ETF | Reduce 4% $(549.1K) | 1.89% | $15.1M | +4.48% | -1.88% | ||
| PANW - Palo Alto Networks | Add 100% ($6.2M) | 1.55% | $12.4M | +0.16% | +0.13% | ||
| AMZN - Amazon.Com Inc | Reduce 2% $(269.4K) | 1.38% | $11.0M | +5.06% | -19.40% | ||
| IEMG - iShares Core MSCI Emerging ETF | Add 5% ($541.9K) | 1.35% | $10.8M | +17.48% | +0.23% | ||
| META - Meta Platforms Inc | Add 2% ($173.9K) | 1.34% | $10.7M | +26.96% | -14.46% | ||
| V - Visa Inc | 1.28% | $10.3M | +10.50% | +7.24% | |||
| COST - Costco Wholesale | Reduce 1% $(60.5K) | 0.91% | $7.3M | +1.58% | +5.47% | ||
| JPM - JPMorgan Chase & Co | 0.90% | $7.2M | +19.61% | -6.32% | |||
| TSLA - Tesla Motors | Reduce 1% $(37.6K) | 0.72% | $5.8M | -24.79% | -38.01% | ||
| QQQ - Invesco QQQ Trust | Reduce 3% $(153.4K) | 0.69% | $5.5M | +10.42% | -10.60% | ||
| SPY - SPDR S&P 500 ETF | Reduce 1% $(31.7K) | 0.67% | $5.3M | +7.71% | -8.66% | ||
| AZO - Autozone Inc Com | Add 3% ($137.7K) | 0.66% | $5.3M | +15.85% | +11.63% | ||
| BINC - BlackRock Flexible Income ETF | Add 20% ($873.1K) | 0.64% | $5.1M | +3.94% | +0.01% | ||
| BRK.B - Berkshire Hathaway | 0.62% | $4.9M | +3.58% | +15.94% | |||
| VWO - Vanguard FTSE Emerging Markets ETF | Reduce 4% $(200.8K) | 0.60% | $4.8M | +15.04% | +0.22% | ||
| SHY - iShares Trust 1-3 (year Treasury Bond Etf) | Reduce 3% $(133.1K) | 0.60% | $4.8M | +2.55% | +1.68% | ||
| SCHG - Schwab US Large Cap Growth ETF | Add 302% ($3.5M) | 0.58% | $4.6M | +8.38% | -12.15% | ||
| GOOG - Alphabet Inc. Class C | Add 2% ($85.5K) | 0.54% | $4.3M | -0.53% | -18.26% | ||
| AN - Autonation Inc Com | Add 1% ($31.4K) | 0.53% | $4.2M | +4.67% | -10.95% | ||
| ORCL - Oracle Corp | Add 1% ($55.0K) | 0.52% | $4.2M | +60.86% | -15.28% | ||
| GLD - SPDR Gold TR Gold (SHS) | Add 3% ($110.2K) | 0.51% | $4.1M | +22.06% | +19.97% | ||
| VOO - Vanguard S&P 500 ETF | New Purchase | 0.49% | $3.9M | +7.74% | -8.66% | ||
| TMO - Thermo Fisher | Add 1% ($28.1K) | 0.49% | $3.9M | -16.01% | -20.88% | ||
| XLU - Utilities Select (sector SPDR Fund) | Add 1% ($26.3K) | 0.48% | $3.8M | +12.83% | +1.60% | ||
| MS - Morgan Stanley | Add 12% ($374.4K) | 0.45% | $3.6M | +12.23% | -14.29% | ||
| TLT - iShares TR 20 YR TR (BD Etf) | Reduce 13% $(541.5K) | 0.45% | $3.6M | +2.43% | +2.35% | ||
| HD - Home Depot | Add 1% ($36.2K) | 0.44% | $3.5M | -8.49% | -12.37% | ||
| COP - Conocophillips Com | 0.44% | $3.5M | -7.70% | -17.72% | |||
| ICE - Intercontinental Exchange Inc | Add 3% ($104.0K) | 0.44% | $3.5M | +25.80% | +8.58% | ||
| BA - Boeing Co | Reduce 1% $(39.3K) | 0.43% | $3.4M | +31.26% | -7.98% | ||
| NOW - ServiceNow Inc | Add 2% ($72.1K) | 0.42% | $3.4M | -10.46% | -22.48% | ||
| AWK - American Water Works | 0.42% | $3.4M | +13.93% | +18.61% | |||
| BKLN - Invesco Senior Loan ETF | Add 2% ($48.4K) | 0.40% | $3.2M | +3.36% | -0.81% | ||
| WMT - Wal-Mart | 0.39% | $3.1M | +8.15% | +3.47% | |||
| CVX - Chevron Corp. | Reduce 6% $(197.6K) | 0.36% | $2.9M | -1.07% | -13.29% | ||
| NEE - Nextera Energy Inc | Reduce 1% $(23.4K) | 0.36% | $2.9M | +4.26% | -1.52% | ||
| SBUX - Starbucks Corp Com | 0.36% | $2.9M | -4.06% | -10.56% | |||
| AVGO - Broadcom Inc | New Purchase | 0.36% | $2.9M | +29.20% | -21.47% | ||
| NFLX - Netflix Inc | New Purchase | 0.35% | $2.8M | +38.61% | +16.72% | ||
| SYK - Stryker Corp | Add 3% ($77.1K) | 0.34% | $2.7M | +8.22% | -4.64% | ||
| CDZI - Cadiz Inc | New Purchase | 0.34% | $2.7M | -36.53% | -47.70% | ||
| ZTS - Zoetis Inc | Reduce 100% | 0.00% | $0.00 | ||||
| LHX - L3harris | Reduce 100% | 0.00% | $0.00 | ||||
| ABBV - Abbvie Inc Com | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - ExxonMobil | Reduce 100% | 0.00% | $0.00 | ||||