Hcr Wealth Advisors Top Holdings and 13F Report (2024) About Hcr Wealth AdvisorsInvestment ActivityHcr Wealth Advisors has $764.16 million in total holdings as of September 30, 2024.Hcr Wealth Advisors owns shares of 229 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 5.15% of the portfolio was purchased this quarter.About 1.73% of the portfolio was sold this quarter.This quarter, Hcr Wealth Advisors has purchased 220 new stocks and bought additional shares in 111 stocks.Hcr Wealth Advisors sold shares of 49 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $123,613,159Vanguard Growth ETF $74,093,004Vanguard High Dividend Yield ETF $71,643,194iShares Core S&P Small-Cap ETF $43,003,665NVIDIA $32,152,958 Largest New Holdings this Quarter iShares Flexible Income Active ETF $4,390,260 HoldingNexstar Media Group $826,750 HoldingSempra $530,055 HoldingConsumer Staples Select Sector SPDR Fund $248,917 HoldingMicron Technology $245,066 Holding Largest Purchases this Quarter iShares Core MSCI Emerging Markets ETF 176,943 shares (about $10.16M)iShares Flexible Income Active ETF 82,014 shares (about $4.39M)NVIDIA 22,612 shares (about $2.75M)Broadcom 11,520 shares (about $1.99M)ProShares Large Cap Core Plus 20,714 shares (about $1.35M) Largest Sales this Quarter Schwab U.S. TIPS ETF 114,399 shares (about $6.14M)Deere & Company 2,409 shares (about $1.01M)Grayscale Bitcoin TR BTC 10,280 shares (about $519.14K)iShares Biotechnology ETF 2,747 shares (about $399.98K)MGM Resorts International 9,500 shares (about $371.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHcr Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$123,613,159$656,129 ▲0.5%530,52816.2%Computer and TechnologyVUGVanguard Growth ETF$74,093,004$674,567 ▲0.9%192,9859.7%ETFVYMVanguard High Dividend Yield ETF$71,643,194$878,940 ▲1.2%558,8399.4%ETFIJRiShares Core S&P Small-Cap ETF$43,003,665$421,290 ▲1.0%367,6785.6%ETFNVDANVIDIA$32,152,958$2,746,003 ▲9.3%264,7644.2%Computer and TechnologyMSFTMicrosoft$20,234,461$14,630 ▲0.1%47,0242.6%Computer and TechnologyIVViShares Core S&P 500 ETF$20,150,928$249,190 ▲1.3%34,9342.6%ETFAMEAMETEK$19,295,3960.0%112,3722.5%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$15,967,871$128,456 ▲0.8%882,2022.1%ETFGOOGLAlphabet$15,914,059$133,012 ▼-0.8%95,9542.1%Computer and TechnologyPANWPalo Alto Networks$11,638,973$11,621 ▲0.1%34,0521.5%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$11,276,683$10,158,332 ▲908.3%196,4231.5%ETFMETAMeta Platforms$10,249,683$129,946 ▼-1.3%17,9051.3%Computer and TechnologyAMZNAmazon.com$9,565,064$300,178 ▲3.2%51,3341.3%Retail/WholesaleVVisa$8,882,292$169,645 ▲1.9%32,3051.2%Business ServicesCOSTCostco Wholesale$7,121,982$49,649 ▼-0.7%8,0330.9%Retail/WholesaleJPMJPMorgan Chase & Co.$6,340,176$123,776 ▲2.0%30,0680.8%FinanceVWOVanguard FTSE Emerging Markets ETF$5,428,917$74,502 ▼-1.4%113,4570.7%ETFQQQInvesco QQQ$5,386,717$320,196 ▲6.3%11,0360.7%FinanceSPYSPDR S&P 500 ETF Trust$5,244,342$951,326 ▲22.2%9,1400.7%FinanceAZOAutoZone$5,058,964$63,001 ▲1.3%1,6060.7%Retail/WholesaleBRK.BBerkshire Hathaway$5,031,562$4,603 ▲0.1%10,9320.7%FinanceSHYiShares 1-3 Year Treasury Bond ETF$4,977,608$48,726 ▼-1.0%59,8630.7%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$4,627,377$59,645 ▲1.3%47,1700.6%ETFTMOThermo Fisher Scientific$4,605,622$400,247 ▲9.5%7,4450.6%MedicalANAutoNation$4,411,719$40,616 ▼-0.9%24,6570.6%Retail/WholesaleBINCiShares Flexible Income Active ETF$4,390,260$4,390,260 ▲New Holding82,0140.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,274,242$7,814 ▼-0.2%41,0270.6%ETFORCLOracle$4,217,491$9,713 ▲0.2%24,7500.6%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$4,051,076$101,380 ▲2.6%50,1490.5%ETFGLDSPDR Gold Shares$3,984,968$218,025 ▲5.8%16,3950.5%FinanceAWKAmerican Water Works$3,950,968$20,035 ▲0.5%27,0170.5%UtilitiesCOPConocoPhillips$3,777,668$29,478 ▲0.8%35,8820.5%Oils/EnergyTSLATesla$3,755,008$278,381 ▼-6.9%14,3520.5%Auto/Tires/TrucksGOOGAlphabet$3,714,127$86,604 ▼-2.3%22,2150.5%Computer and TechnologyICEIntercontinental Exchange$3,667,357$84,338 ▲2.4%22,8290.5%FinanceHDHome Depot$3,657,666$217,207 ▲6.3%9,0260.5%Retail/WholesaleNEENextEra Energy$3,444,060$8,960 ▲0.3%40,7430.5%UtilitiesCVXChevron$3,161,064$32,695 ▼-1.0%21,4640.4%Oils/EnergyBKLNInvesco Senior Loan ETF$3,110,743$92,003 ▼-2.9%148,0600.4%ETFSBUXStarbucks$3,069,524$124,887 ▼-3.9%31,4850.4%Retail/WholesaleZTSZoetis$3,022,553$398,969 ▲15.2%15,4700.4%MedicalBABoeing$2,963,108$4,409 ▲0.1%19,4890.4%AerospaceLHXL3Harris Technologies$2,947,621$92,061 ▲3.2%12,3910.4%AerospaceWMTWalmart$2,822,777$32,058 ▲1.1%34,9570.4%Retail/WholesaleABBVAbbVie$2,804,5630.0%14,2010.4%MedicalNOWServiceNow$2,769,031$163,673 ▲6.3%3,0960.4%Computer and TechnologyMSMorgan Stanley$2,690,018$74,010 ▲2.8%25,8060.4%FinanceSYKStryker$2,677,698$47,687 ▲1.8%7,4120.4%MedicalXOMExxon Mobil$2,466,504$57,322 ▲2.4%21,0410.3%Oils/EnergyMRKMerck & Co., Inc.$2,394,866$8,858 ▲0.4%21,0890.3%MedicalHONHoneywell International$2,393,646$40,518 ▲1.7%11,5790.3%Multi-Sector ConglomeratesCMECME Group$2,263,687$30,892 ▲1.4%10,2590.3%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,257,872$96,662 ▲4.5%22,4240.3%ETFSTZConstellation Brands$2,255,062$30,150 ▲1.4%8,7510.3%Consumer StaplesBACBank of America$2,229,428$101,581 ▲4.8%56,1850.3%FinanceNFLXNetflix$2,199,446$82,275 ▲3.9%3,1010.3%Consumer DiscretionarySHYGiShares 0-5 Year High Yield Corporate Bond ETF$2,171,362$1,737 ▼-0.1%50,0080.3%ETFAVGOBroadcom$2,116,460$1,987,254 ▲1,538.1%12,2690.3%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$2,111,542$517,583 ▲32.5%21,5200.3%ETFTFLOiShares Treasury Floating Rate Bond ETF$2,051,071$183,425 ▼-8.2%40,5350.3%ETFJNJJohnson & Johnson$1,921,711$67,903 ▲3.7%11,8580.3%MedicalMAMastercard$1,886,918$5,926 ▼-0.3%3,8210.2%Business ServicesALLAllstate$1,881,1380.0%9,9190.2%FinanceADBEAdobe$1,779,092$98,378 ▲5.9%3,4360.2%Computer and TechnologyDELLDell Technologies$1,768,894$337,017 ▲23.5%14,9220.2%Computer and TechnologyDISWalt Disney$1,762,796$35,110 ▲2.0%18,3260.2%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$1,752,760$877,229 ▲100.2%6,1900.2%ETFPGProcter & Gamble$1,737,949$61,142 ▲3.6%10,0340.2%Consumer StaplesPWRQuanta Services$1,694,391$439,772 ▲35.1%5,6830.2%ConstructionFIXDFirst Trust TCW Opportunistic Fixed Income ETF$1,683,018$223,033 ▼-11.7%37,2020.2%ManufacturingCSMProShares Large Cap Core Plus$1,680,988$1,354,126 ▲414.3%25,7140.2%ETFFDXFedEx$1,680,899$28,193 ▼-1.6%6,1410.2%TransportationMCDMcDonald's$1,634,283$5,482 ▲0.3%5,3660.2%Retail/WholesaleJAAAJanus Henderson AAA CLO ETF$1,631,617$182,105 ▲12.6%32,0670.2%ETFIBBiShares Biotechnology ETF$1,558,867$399,982 ▼-20.4%10,7060.2%FinanceAMGNAmgen$1,527,919$6,122 ▼-0.4%4,7420.2%MedicalFCXFreeport-McMoRan$1,508,309$82,170 ▲5.8%30,2140.2%Basic MaterialsAMLPAlerian MLP ETF$1,502,047$60,421 ▲4.2%31,8700.2%ETFRKTRocket Companies$1,500,792$2,994 ▼-0.2%78,2070.2%FinanceCATCaterpillar$1,483,844$122,839 ▲9.0%3,7930.2%Industrial ProductsIEIiShares 3-7 Year Treasury Bond ETF$1,479,513$9,568 ▲0.7%12,3700.2%ETFIYWiShares U.S. Technology ETF$1,463,384$152 ▲0.0%9,6510.2%ManufacturingNVONovo Nordisk A/S$1,423,377$384,243 ▲37.0%11,9540.2%MedicalPFFiShares Preferred and Income Securities ETF$1,392,700$7,311 ▼-0.5%41,9100.2%ETFCDZICadiz$1,381,440$270,379 ▲24.3%455,9210.2%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$1,377,918$44,624 ▲3.3%26,0920.2%ETFCMFiShares California Muni Bond ETF$1,356,984$28,648 ▲2.2%23,3520.2%ETFVOOVanguard S&P 500 ETF$1,326,628$317,145 ▲31.4%2,5140.2%ETFUNHUnitedHealth Group$1,324,432$35,669 ▲2.8%2,2650.2%MedicalIEFAiShares Core MSCI EAFE ETF$1,274,696$109,041 ▲9.4%16,3310.2%ETFLLYEli Lilly and Company$1,262,995$26,589 ▼-2.1%1,4250.2%MedicalJCIJohnson Controls International$1,259,2220.0%16,2250.2%ConstructionCHDChurch & Dwight$1,219,778$3,351 ▲0.3%11,6480.2%Consumer StaplesCLXClorox$1,108,268$1,303 ▲0.1%6,8020.1%Consumer StaplesXLKTechnology Select Sector SPDR Fund$1,090,195$47,410 ▼-4.2%4,8290.1%ETFiShares Bitcoin ETF$1,082,996$640,584 ▲144.8%29,9750.1%ETFMOAltria Group$1,081,627$3,777 ▼-0.3%21,1910.1%Consumer StaplesIWMiShares Russell 2000 ETF$1,060,164$56,333 ▲5.6%4,7990.1%FinanceAFLAflac$1,033,138$4,361 ▲0.4%9,2400.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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