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HCR Wealth Advisors 13F Holdings
Holdings from the most recent 13F from HCR Wealth Advisors
Filed: 2025-04-21 (Q1 2025) | Holdings: 230 | Value: $768.1M | 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 | 15.26% | $117.2M | +5.98% | +9.46% | |||
| VYM - Vanguard High Dividend Yield Index Fund ETF | Add 3% ($2.6M) | 10.15% | $77.9M | ||||
| VUG - Vanguard Growth Index Fund ETF | Add 3% ($2.5M) | 10.02% | $77.0M | +31.42% | +29.14% | ||
| IJR - iShares Core S&P Small-Cap ETF | Add 7% ($2.7M) | 5.57% | $42.8M | +15.86% | +18.54% | ||
| NVDA - Nvidia Corp | Add 8% ($2.4M) | 4.10% | $31.5M | +80.08% | +69.10% | ||
| IVV - iShares Core S&P 500 ETF | Add 2% ($443.3K) | 2.80% | $21.5M | +21.88% | +21.28% | ||
| MSFT - Microsoft | Add 1% ($130.3K) | 2.29% | $17.6M | +47.09% | +39.30% | ||
| FPE - First Trust Preferred Securities and Income ETF | Add 9% ($1.3M) | 2.12% | $16.3M | +6.55% | +5.84% | ||
| AME - Ametek Inc | 2.12% | $16.3M | +19.04% | +15.40% | |||
| GOOGL - Alphabet Inc | Reduce 1% $(199.8K) | 1.91% | $14.7M | ||||
| IEMG - iShares Core MSCI Emerging ETF | Add 8% ($858.5K) | 1.56% | $12.0M | +16.17% | +18.19% | ||
| PANW - Palo Alto Networks | 1.51% | $11.6M | +6.86% | +21.09% | |||
| V - Visa Inc | Reduce 1% $(109.3K) | 1.47% | $11.3M | ||||
| META - Meta Platforms Inc | Add 1% ($84.2K) | 1.38% | $10.6M | +57.37% | +43.40% | ||
| AMZN - Amazon.Com Inc | Add 2% ($234.2K) | 1.27% | $9.8M | +37.84% | +33.93% | ||
| COST - Costco Wholesale | Reduce 1% $(83.2K) | 0.97% | $7.5M | -2.98% | -2.78% | ||
| JPM - JPMorgan Chase & Co | 0.96% | $7.4M | |||||
| BRK.B - Berkshire Hathaway | 0.75% | $5.8M | -8.24% | -7.02% | |||
| BINC - BlackRock Flexible Income ETF | Add 10% ($519.1K) | 0.74% | $5.7M | +3.44% | +3.42% | ||
| JAAA - Janus Henderson Aaa Clo ETF IV | New Purchase | 0.74% | $5.7M | +2.44% | +2.28% | ||
| AZO - Autozone Inc Com | Reduce 11% $(709.2K) | 0.73% | $5.6M | +4.90% | +5.05% | ||
| SPY - SPDR S&P 500 ETF | Add 7% ($337.9K) | 0.71% | $5.4M | ||||
| GLD - SPDR Gold TR Gold (SHS) | Add 5% ($266.8K) | 0.67% | $5.1M | ||||
| QQQ - Invesco QQQ Trust | 0.66% | $5.0M | +28.90% | +28.04% | |||
| VWO - Vanguard FTSE Emerging Markets ETF | 0.64% | $4.9M | +13.77% | +15.96% | |||
| SHY - iShares Trust 1-3 (year Treasury Bond Etf) | Reduce 8% $(373.3K) | 0.58% | $4.4M | +0.67% | +0.82% | ||
| SCHG - Schwab US Large Cap Growth ETF | Add 1% ($24.8K) | 0.54% | $4.2M | +29.72% | +27.44% | ||
| XLU - Utilities Select (sector SPDR Fund) | Add 1% ($35.6K) | 0.52% | $4.0M | +12.41% | +11.60% | ||
| ICE - Intercontinental Exchange Inc | Reduce 1% $(43.0K) | 0.52% | $4.0M | ||||
| AN - Autonation Inc Com | Reduce 1% $(36.3K) | 0.52% | $4.0M | ||||
| VOO - Vanguard S&P 500 ETF | Add 6% ($210.7K) | 0.51% | $3.9M | +21.91% | +21.27% | ||
| TSLA - Tesla Motors | Add 6% ($206.8K) | 0.51% | $3.9M | +33.47% | +43.80% | ||
| AWK - American Water Works | Reduce 6% $(236.6K) | 0.49% | $3.7M | ||||
| COP - Conocophillips Com | Reduce 1% $(21.6K) | 0.49% | $3.7M | ||||
| ORCL - Oracle Corp | Add 6% ($193.6K) | 0.48% | $3.7M | +104.26% | +91.66% | ||
| TMO - Thermo Fisher | Reduce 1% $(48.8K) | 0.48% | $3.7M | +8.93% | -0.40% | ||
| GOOG - Alphabet Inc. Class C | Add 2% ($69.7K) | 0.47% | $3.6M | ||||
| MS - Morgan Stanley | Add 3% ($99.4K) | 0.45% | $3.5M | ||||
| CVX - Chevron Corp. | 0.44% | $3.4M | |||||
| BA - Boeing Co | 0.43% | $3.3M | +36.52% | +40.60% | |||
| HD - Home Depot | Reduce 2% $(77.0K) | 0.43% | $3.3M | +5.31% | +6.31% | ||
| NFLX - Netflix Inc | Add 10% ($297.5K) | 0.41% | $3.2M | +15.33% | +18.38% | ||
| BKLN - Invesco Senior Loan ETF | Reduce 1% $(37.4K) | 0.40% | $3.1M | +4.07% | +4.07% | ||
| WMT - Wal-Mart | 0.40% | $3.0M | +5.75% | +3.45% | |||
| SYK - Stryker Corp | Add 6% ($167.9K) | 0.39% | $3.0M | +15.04% | +15.75% | ||
| ABBV - Abbvie Inc Com | New Purchase | 0.39% | $3.0M | +11.44% | +10.31% | ||
| SBUX - Starbucks Corp Com | Reduce 3% $(84.1K) | 0.39% | $3.0M | +9.62% | +19.18% | ||
| NEE - Nextera Energy Inc | 0.37% | $2.9M | +9.44% | +19.42% | |||
| CME - CME Group Inc | New Purchase | 0.35% | $2.7M | +6.74% | +5.35% | ||
| NOW - ServiceNow Inc | Add 3% ($79.6K) | 0.34% | $2.6M | ||||
| AVGO - Broadcom Inc | Reduce 100% | 0.00% | $0.00 | ||||
| CDZI - Cadiz Inc | Reduce 100% | 0.00% | $0.00 | ||||
| TLT - iShares TR 20 YR TR (BD Etf) | Reduce 100% | 0.00% | $0.00 | ||||