Hcr Wealth Advisors Top Holdings and 13F Report (2025)

About Hcr Wealth Advisors

Investment Activity

Hcr Wealth Advisors has $849.70 million in total holdings as of June 30, 2025.
Hcr Wealth Advisors owns shares of 237 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
Approximately 2.78% of the portfolio was purchased this quarter.
About 1.04% of the portfolio was sold this quarter.
This quarter, Hcr Wealth Advisors has purchased 230 new stocks and bought additional shares in 84 stocks.
Hcr Wealth Advisors sold shares of 90 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple: $108,618,271
Vanguard Growth ETF: $93,519,638
Vanguard High Dividend Yield ETF: $83,442,860
NVIDIA: $47,298,105
iShares Core S&P Small-Cap ETF: $45,768,029

Largest New Holdings this Quarter

14040H105 - Capital One Financial: $719,281 Holding
808524201 - Schwab US Large-Cap ETF: $330,453 Holding
389930207 - Grayscale Bitcoin Mini Trust ETF: $326,466 Holding
032108607 - Amplify Transformational Data Sharing ETF: $286,406 Holding
74349Y837 - ProShares Short QQQ ETF: $262,548 Holding

Largest Purchases this Quarter

Vanguard High Dividend Yield ETF: 21,493 shares (about $2.87M)
Vanguard Growth ETF: 5,699 shares (about $2.50M)
NVIDIA: 8,698 shares (about $1.37M)
iShares Flexible Income Active ETF: 25,828 shares (about $1.36M)
Janus Henderson AAA CLO ETF: 20,859 shares (about $1.06M)

Largest Sales this Quarter

Cadiz: 562,750 shares (about $1.68M)
iShares Treasury Floating Rate Bond ETF: 12,850 shares (about $650.85K)
Taiwan Semiconductor Manufacturing: 1,210 shares (about $274.05K)
Clorox: 1,970 shares (about $236.59K)
NRG Energy: 1,465 shares (about $235.25K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$108,618,271	$359,048 ▲	0.3%	529,406	12.8%	Computer and Technology
VUG Vanguard Growth ETF	$93,519,638	$2,498,446 ▲	2.7%	213,320	11.0%	ETF
VYM Vanguard High Dividend Yield ETF	$83,442,860	$2,865,236 ▲	3.6%	625,930	9.8%	ETF
NVDA NVIDIA	$47,298,105	$1,374,197 ▲	3.0%	299,374	5.6%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$45,768,029	$1,023,610 ▲	2.3%	418,776	5.4%	ETF
IVV iShares Core S&P 500 ETF	$24,786,765	$1,042,509 ▲	4.4%	39,920	2.9%	ETF
MSFT Microsoft	$23,332,864	$36,809 ▲	0.2%	46,908	2.7%	Computer and Technology
AME AMETEK	$17,016,030	$115,814 ▼	-0.7%	94,032	2.0%	Computer and Technology
FPE First Trust Preferred Securities and Income ETF	$16,959,072	$451,408 ▲	2.7%	952,756	2.0%	ETF
GOOGL Alphabet	$16,723,093	$25,554 ▲	0.2%	94,893	2.0%	Computer and Technology
META Meta Platforms	$14,175,894	$633,287 ▲	4.7%	19,206	1.7%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$14,093,538	$724,325 ▲	5.4%	234,774	1.7%	ETF
PANW Palo Alto Networks	$13,931,481		0.0%	68,078	1.6%	Computer and Technology
AMZN Amazon.com	$11,482,433	$219,609 ▲	1.9%	52,338	1.4%	Retail/Wholesale
V Visa	$11,334,416	$71,011 ▼	-0.6%	31,923	1.3%	Business Services
JPM JPMorgan Chase & Co.	$8,636,976	$62,333 ▼	-0.7%	29,791	1.0%	Finance
COST Costco Wholesale	$7,910,852	$110,877 ▲	1.4%	7,991	0.9%	Retail/Wholesale
BINC iShares Flexible Income Active ETF	$7,108,839	$1,364,753 ▲	23.8%	134,535	0.8%	ETF
JAAA Janus Henderson AAA CLO ETF	$6,745,434	$1,058,602 ▲	18.6%	132,914	0.8%	ETF
ORCL Oracle	$6,058,638	$272,421 ▲	4.7%	27,711	0.7%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$6,040,587	$53,139 ▲	0.9%	9,776	0.7%	Finance
QQQ Invesco QQQ	$5,881,071	$44,683 ▼	-0.8%	10,661	0.7%	Finance
AZO AutoZone	$5,586,906	$155,914 ▲	2.9%	1,505	0.7%	Retail/Wholesale
GLD SPDR Gold Shares	$5,553,392	$134,735 ▲	2.5%	18,218	0.7%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$5,380,802	$9,200 ▲	0.2%	108,791	0.6%	ETF
BRK.B Berkshire Hathaway	$5,369,701	$83,067 ▲	1.6%	11,054	0.6%	Finance
AN AutoNation	$4,909,138	$18,673 ▲	0.4%	24,712	0.6%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$4,808,893	$34,731 ▼	-0.7%	164,631	0.6%	ETF
TSLA Tesla	$4,689,412	$93,712 ▼	-2.0%	14,762	0.6%	Auto/Tires/Trucks
NFLX Netflix	$4,638,746	$66,956 ▲	1.5%	3,464	0.5%	Consumer Discretionary
SHY iShares 1-3 Year Treasury Bond ETF	$4,449,499	$2,320 ▼	-0.1%	53,699	0.5%	Manufacturing
VOO Vanguard S&P 500 ETF	$4,296,226	$60,214 ▼	-1.4%	7,563	0.5%	ETF
XLU Utilities Select Sector SPDR Fund	$4,254,690	$94,237 ▲	2.3%	52,102	0.5%	ETF
GOOG Alphabet	$4,221,173	$121,690 ▲	3.0%	23,796	0.5%	Computer and Technology
MS Morgan Stanley	$4,180,790	$6,198 ▲	0.1%	29,680	0.5%	Finance
ICE Intercontinental Exchange	$4,076,695	$194,303 ▼	-4.5%	22,219	0.5%	Finance
BA Boeing	$4,029,472	$17,810 ▼	-0.4%	19,231	0.5%	Aerospace
VRT Vertiv	$3,975,324	$816,304 ▲	25.8%	30,958	0.5%	Computer and Technology
NRG NRG Energy	$3,616,273	$235,250 ▼	-6.1%	22,520	0.4%	Utilities
AVGO Broadcom	$3,541,318	$90,690 ▲	2.6%	12,847	0.4%	Computer and Technology
AWK American Water Works	$3,511,863	$11,546 ▼	-0.3%	25,245	0.4%	Utilities
WMT Walmart	$3,388,565	$1,173 ▼	0.0%	34,655	0.4%	Retail/Wholesale
SYK Stryker	$3,368,158	$172,503 ▲	5.4%	8,513	0.4%	Medical
NOW ServiceNow	$3,347,428	$8,225 ▼	-0.2%	3,256	0.4%	Computer and Technology
COP ConocoPhillips	$3,276,103	$84,716 ▲	2.7%	36,506	0.4%	Energy
HD Home Depot	$3,172,829	$93,869 ▼	-2.9%	8,653	0.4%	Retail/Wholesale
BKLN Invesco Senior Loan ETF	$3,167,576	$59,873 ▲	1.9%	151,413	0.4%	ETF
LHX L3Harris Technologies	$3,080,677	$39,885 ▲	1.3%	12,281	0.4%	Aerospace
TMO Thermo Fisher Scientific	$2,933,793	$67,313 ▼	-2.2%	7,235	0.3%	Medical
CME CME Group	$2,913,944	$115,764 ▲	4.1%	10,572	0.3%	Finance
CVX Chevron	$2,880,057	$859 ▼	0.0%	20,113	0.3%	Energy
TDG Transdigm Group	$2,855,761	$13,686 ▲	0.5%	1,878	0.3%	Aerospace
PWR Quanta Services	$2,854,915	$287,344 ▲	11.2%	7,551	0.3%	Construction
NEE NextEra Energy	$2,777,626	$23,812 ▼	-0.8%	40,011	0.3%	Utilities
HON Honeywell International	$2,704,416	$119,244 ▲	4.6%	11,612	0.3%	Multi-Sector Conglomerates
SBUX Starbucks	$2,692,766	$99,786 ▼	-3.6%	29,387	0.3%	Retail/Wholesale
ABBV AbbVie	$2,656,412	$3,712 ▲	0.1%	14,311	0.3%	Medical
BAC Bank of America	$2,505,267	$3,454 ▼	-0.1%	52,943	0.3%	Finance
DIS Walt Disney	$2,454,703	$8,061 ▲	0.3%	19,794	0.3%	Consumer Discretionary
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$2,246,957	$72,385 ▼	-3.1%	22,350	0.3%	ETF
XOM Exxon Mobil	$2,234,595	$2,803 ▼	-0.1%	20,729	0.3%	Energy
iShares Bitcoin ETF	$2,173,444	$198,382 ▲	10.0%	35,508	0.3%	ETF
MA Mastercard	$2,118,874	$41,591 ▼	-1.9%	3,770	0.2%	Business Services
DELL Dell Technologies	$2,115,400	$32,980 ▼	-1.5%	17,254	0.2%	Computer and Technology
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$2,106,110	$94,391 ▼	-4.3%	48,820	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$2,105,820	$62,615 ▲	3.1%	6,928	0.2%	ETF
ALL Allstate	$1,996,391		0.0%	9,917	0.2%	Finance
ETN Eaton	$1,866,700	$528,702 ▲	39.5%	5,229	0.2%	Industrials
ZTS Zoetis	$1,854,600	$102,617 ▼	-5.2%	11,892	0.2%	Medical
CSM ProShares Large Cap Core Plus	$1,812,039		0.0%	25,714	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,713,809	$50,854 ▲	3.1%	30,061	0.2%	ETF
JCI Johnson Controls International	$1,712,205		0.0%	16,211	0.2%	Construction
IYW iShares U.S. Technology ETF	$1,599,236		0.0%	9,229	0.2%	Manufacturing
AMLP Alerian MLP ETF	$1,582,903	$11,922 ▼	-0.7%	32,396	0.2%	ETF
JNJ Johnson & Johnson	$1,572,122	$66,447 ▼	-4.1%	10,292	0.2%	Medical
FIXD First Trust TCW Opportunistic Fixed Income ETF	$1,550,458	$1,668 ▼	-0.1%	35,326	0.2%	Manufacturing
CAT Caterpillar	$1,544,481	$78,039 ▲	5.3%	3,978	0.2%	Industrials
MCD McDonald's	$1,541,785	$32,139 ▼	-2.0%	5,277	0.2%	Retail/Wholesale
PG Procter & Gamble	$1,537,556	$54,651 ▼	-3.4%	9,650	0.2%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$1,518,546	$158,533 ▲	11.7%	18,190	0.2%	ETF
Grayscale Bitcoin TR BTC	$1,468,576	$45,639 ▼	-3.0%	17,312	0.2%	Fund
GS The Goldman Sachs Group	$1,423,285	$123,148 ▲	9.5%	2,011	0.2%	Finance
AMGN Amgen	$1,340,766	$15,077 ▲	1.1%	4,802	0.2%	Medical
CMF iShares California Muni Bond ETF	$1,337,035	$13,433 ▲	1.0%	23,987	0.2%	ETF
FCX Freeport-McMoRan	$1,329,898	$15,433 ▲	1.2%	30,678	0.2%	Basic Materials
ADBE Adobe	$1,326,611	$33,659 ▲	2.6%	3,429	0.2%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$1,321,626	$1,915 ▼	-0.1%	13,800	0.2%	ETF
FDX FedEx	$1,269,110	$9,547 ▼	-0.7%	5,583	0.1%	Transportation
PFF iShares Preferred and Income Securities ETF	$1,247,632	$65,931 ▼	-5.0%	40,666	0.1%	ETF
MO Altria Group	$1,247,473	$1,348 ▲	0.1%	21,277	0.1%	Consumer Staples
NVO Novo Nordisk A/S	$1,236,405	$236,748 ▲	23.7%	17,913	0.1%	Medical
IEI iShares 3-7 Year Treasury Bond ETF	$1,228,294	$23,818 ▲	2.0%	10,314	0.1%	ETF
XLK Technology Select Sector SPDR Fund	$1,218,542	$4,305 ▼	-0.4%	4,812	0.1%	ETF
VGT Vanguard Information Technology ETF	$1,206,320		0.0%	1,818	0.1%	ETF
SCHW Charles Schwab	$1,190,293	$71,901 ▲	6.4%	13,045	0.1%	Finance
PM Philip Morris International	$1,153,968	$1,822 ▼	-0.2%	6,335	0.1%	Consumer Staples
TFLO iShares Treasury Floating Rate Bond ETF	$1,093,280	$650,852 ▼	-37.3%	21,585	0.1%	ETF
CHD Church & Dwight	$1,075,182	$54,110 ▼	-4.8%	11,187	0.1%	Consumer Staples
STZ Constellation Brands	$1,027,539	$58,080 ▼	-5.3%	6,316	0.1%	Consumer Staples
IWM iShares Russell 2000 ETF	$1,026,192	$28,919 ▼	-2.7%	4,755	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Hcr Wealth Advisors Top Holdings and 13F Report (2025)

About Hcr Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Hcr Wealth Advisors Top Holdings and 13F Report (2025)

About Hcr Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHcr Wealth Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools