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: 2025-07-17 (Q2 2025) | Holdings: 237 | Value: $849.7M | 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 | 12.78% | $108.6M | -1.56% | ||||
| VUG - Vanguard Growth Index Fund ETF | Add 3% ($2.5M) | 11.01% | $93.5M | +1.15% | |||
| VYM - Vanguard High Dividend Yield Index Fund ETF | Add 4% ($2.9M) | 9.82% | $83.4M | ||||
| NVDA - Nvidia Corp | Add 3% ($1.4M) | 5.57% | $47.3M | +2.44% | |||
| IJR - iShares Core S&P Small-Cap ETF | Add 2% ($1.0M) | 5.39% | $45.8M | -2.73% | |||
| IVV - iShares Core S&P 500 ETF | Add 4% ($1.0M) | 2.92% | $24.8M | +0.41% | |||
| MSFT - Microsoft | 2.75% | $23.3M | +3.70% | ||||
| AME - Ametek Inc | Reduce 1% $(115.8K) | 2.00% | $17.0M | +2.52% | |||
| FPE - First Trust Preferred Securities and Income ETF | Add 3% ($451.4K) | 2.00% | $17.0M | +0.66% | |||
| GOOGL - Alphabet Inc | 1.97% | $16.7M | |||||
| META - Meta Platforms Inc | Add 5% ($633.3K) | 1.67% | $14.2M | +10.15% | |||
| IEMG - iShares Core MSCI Emerging ETF | Add 5% ($724.3K) | 1.66% | $14.1M | -1.69% | |||
| PANW - Palo Alto Networks | 1.64% | $13.9M | -11.93% | ||||
| AMZN - Amazon.Com Inc | Add 2% ($219.6K) | 1.35% | $11.5M | +3.98% | |||
| V - Visa Inc | Reduce 1% $(71.0K) | 1.33% | $11.3M | ||||
| JPM - JPMorgan Chase & Co | Reduce 1% $(62.3K) | 1.02% | $8.6M | ||||
| COST - Costco Wholesale | Add 1% ($110.9K) | 0.93% | $7.9M | -2.12% | |||
| BINC - BlackRock Flexible Income ETF | Add 24% ($1.4M) | 0.84% | $7.1M | +0.34% | |||
| JAAA - Janus Henderson Aaa Clo ETF IV | Add 19% ($1.1M) | 0.79% | $6.7M | +0.20% | |||
| ORCL - Oracle Corp | Add 5% ($272.4K) | 0.71% | $6.1M | +2.12% | |||
| SPY - SPDR S&P 500 ETF | Add 1% ($53.1K) | 0.71% | $6.0M | ||||
| QQQ - Invesco QQQ Trust | Reduce 1% $(44.7K) | 0.69% | $5.9M | +0.34% | |||
| AZO - Autozone Inc Com | Add 3% ($155.9K) | 0.66% | $5.6M | +2.81% | |||
| GLD - SPDR Gold TR Gold (SHS) | Add 2% ($134.7K) | 0.65% | $5.6M | ||||
| VWO - Vanguard FTSE Emerging Markets ETF | 0.63% | $5.4M | -1.79% | ||||
| BRK.B - Berkshire Hathaway | Add 2% ($83.1K) | 0.63% | $5.4M | -0.45% | |||
| AN - Autonation Inc Com | 0.58% | $4.9M | |||||
| SCHG - Schwab US Large Cap Growth ETF | Reduce 1% $(34.7K) | 0.57% | $4.8M | +1.21% | |||
| TSLA - Tesla Motors | Reduce 2% $(93.7K) | 0.55% | $4.7M | -4.16% | |||
| NFLX - Netflix Inc | Add 1% ($67.0K) | 0.55% | $4.6M | -6.65% | |||
| SHY - iShares Trust 1-3 (year Treasury Bond Etf) | 0.52% | $4.4M | -0.05% | ||||
| VOO - Vanguard S&P 500 ETF | Reduce 1% $(60.2K) | 0.51% | $4.3M | +0.44% | |||
| XLU - Utilities Select (sector SPDR Fund) | Add 2% ($94.2K) | 0.50% | $4.3M | +3.67% | |||
| GOOG - Alphabet Inc. Class C | Add 3% ($121.7K) | 0.50% | $4.2M | ||||
| MS - Morgan Stanley | 0.49% | $4.2M | |||||
| ICE - Intercontinental Exchange Inc | Reduce 5% $(194.3K) | 0.48% | $4.1M | ||||
| BA - Boeing Co | 0.47% | $4.0M | -4.14% | ||||
| VRT - Vertiv Holdings Co Class A | New Purchase | 0.47% | $4.0M | ||||
| NRG - NRG Energy Inc | New Purchase | 0.43% | $3.6M | ||||
| AVGO - Broadcom Inc | New Purchase | 0.42% | $3.5M | ||||
| AWK - American Water Works | 0.41% | $3.5M | |||||
| WMT - Wal-Mart | 0.40% | $3.4M | +3.04% | ||||
| SYK - Stryker Corp | Add 5% ($172.5K) | 0.40% | $3.4M | +0.40% | |||
| NOW - ServiceNow Inc | 0.39% | $3.3M | |||||
| COP - Conocophillips Com | Add 3% ($84.7K) | 0.39% | $3.3M | ||||
| HD - Home Depot | Reduce 3% $(93.9K) | 0.37% | $3.2M | +2.09% | |||
| BKLN - Invesco Senior Loan ETF | Add 2% ($59.9K) | 0.37% | $3.2M | +0.05% | |||
| LHX - L3harris | New Purchase | 0.36% | $3.1M | +3.32% | |||
| TMO - Thermo Fisher | Reduce 2% $(67.3K) | 0.35% | $2.9M | +9.80% | |||
| CME - CME Group Inc | Add 4% ($115.8K) | 0.34% | $2.9M | +0.13% | |||
| NEE - Nextera Energy Inc | Reduce 100% | 0.00% | $0.00 | ||||
| ABBV - Abbvie Inc Com | Reduce 100% | 0.00% | $0.00 | ||||
| CVX - Chevron Corp. | Reduce 100% | 0.00% | $0.00 | ||||
| SBUX - Starbucks Corp Com | Reduce 100% | 0.00% | $0.00 | ||||