Hcr Wealth Advisors Top Holdings and 13F Report (2025) About Hcr Wealth AdvisorsInvestment ActivityHcr Wealth Advisors has $768.14 million in total holdings as of March 31, 2025.Hcr Wealth Advisors owns shares of 230 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 3.61% of the portfolio was purchased this quarter.About 1.57% of the portfolio was sold this quarter.This quarter, Hcr Wealth Advisors has purchased 228 new stocks and bought additional shares in 82 stocks.Hcr Wealth Advisors sold shares of 96 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $117,208,231Vanguard High Dividend Yield ETF $77,948,258Vanguard Growth ETF $76,990,146iShares Core S&P Small-Cap ETF $42,812,067NVIDIA $31,503,566 Largest New Holdings this Quarter 744573106 - Public Service Enterprise Group $314,632 Holding33740F888 - First Trust TCW Unconstrained Plus Bond ETF $298,311 Holding209115104 - Consolidated Edison $242,745 Holding92345Y106 - Verisk Analytics $221,131 Holding69608A108 - Palantir Technologies In Class A $213,363 Holding Largest Purchases this Quarter Janus Henderson AAA CLO ETF 68,293 shares (about $3.46M)iShares Core S&P Small-Cap ETF 25,376 shares (about $2.65M)Vanguard High Dividend Yield ETF 19,866 shares (about $2.56M)Vanguard Growth ETF 6,725 shares (about $2.49M)NVIDIA 21,779 shares (about $2.36M) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 36,215 shares (about $3.30M)Merck & Co., Inc. 13,639 shares (about $1.22M)AutoZone 186 shares (about $709.18K)Apple 2,102 shares (about $466.92K)iShares 7-10 Year Treasury Bond ETF 4,700 shares (about $448.24K) 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$117,208,231$466,917 ▼-0.4%527,65615.3%Computer and TechnologyVYMVanguard High Dividend Yield ETF$77,948,258$2,561,921 ▲3.4%604,43710.1%ETFVUGVanguard Growth ETF$76,990,146$2,493,769 ▲3.3%207,62110.0%ETFIJRiShares Core S&P Small-Cap ETF$42,812,067$2,653,572 ▲6.6%409,4105.6%ETFNVDANVIDIA$31,503,566$2,360,416 ▲8.1%290,6764.1%Computer and TechnologyIVViShares Core S&P 500 ETF$21,487,901$443,345 ▲2.1%38,2412.8%ETFMSFTMicrosoft$17,581,036$130,260 ▲0.7%46,8342.3%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$16,312,909$1,340,641 ▲9.0%927,3962.1%ETFAMEAMETEK$16,296,8380.0%94,6722.1%Computer and TechnologyGOOGLAlphabet$14,651,908$199,796 ▼-1.3%94,7481.9%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$12,019,600$858,504 ▲7.7%222,7081.6%ETFPANWPalo Alto Networks$11,616,8290.0%68,0781.5%Computer and TechnologyVVisa$11,257,848$109,344 ▼-1.0%32,1231.5%Business ServicesMETAMeta Platforms$10,575,574$84,153 ▲0.8%18,3481.4%Computer and TechnologyAMZNAmazon.com$9,767,377$234,210 ▲2.5%51,3371.3%Retail/WholesaleCOSTCostco Wholesale$7,451,822$83,229 ▼-1.1%7,8791.0%Retail/WholesaleJPMJPMorgan Chase & Co.$7,360,548$25,757 ▼-0.3%30,0061.0%FinanceBRK.BBerkshire Hathaway$5,796,068$3,728 ▼-0.1%10,8830.8%FinanceBINCiShares Flexible Income Active ETF$5,694,089$519,087 ▲10.0%108,7070.7%ETFJAAAJanus Henderson AAA CLO ETF$5,682,328$3,463,150 ▲156.1%112,0550.7%ETFAZOAutoZone$5,578,097$709,177 ▼-11.3%1,4630.7%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$5,420,645$337,881 ▲6.6%9,6900.7%FinanceGLDSPDR Gold Shares$5,121,976$266,818 ▲5.5%17,7760.7%FinanceQQQInvesco QQQ$5,037,523$2,814 ▲0.1%10,7420.7%FinanceVWOVanguard FTSE Emerging Markets ETF$4,915,462$13,261 ▼-0.3%108,6050.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$4,444,834$373,278 ▼-7.7%53,7270.6%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$4,152,136$24,765 ▲0.6%165,8200.5%ETFXLUUtilities Select Sector SPDR Fund$4,017,289$35,641 ▲0.9%50,9480.5%ETFICEIntercontinental Exchange$4,015,570$42,954 ▼-1.1%23,2780.5%FinanceANAutoNation$3,986,227$36,271 ▼-0.9%24,6180.5%Retail/WholesaleVOOVanguard S&P 500 ETF$3,941,370$210,713 ▲5.6%7,6690.5%ETFTSLATesla$3,902,266$206,815 ▲5.6%15,0570.5%Auto/Tires/TrucksAWKAmerican Water Works$3,736,434$236,625 ▼-6.0%25,3280.5%UtilitiesCOPConocoPhillips$3,734,722$21,634 ▼-0.6%35,5620.5%EnergyORCLOracle$3,700,103$193,638 ▲5.5%26,4650.5%Computer and TechnologyTMOThermo Fisher Scientific$3,683,068$48,769 ▼-1.3%7,4010.5%MedicalGOOGAlphabet$3,610,520$69,679 ▲2.0%23,1100.5%Computer and TechnologyMSMorgan Stanley$3,457,737$99,406 ▲3.0%29,6360.5%FinanceCVXChevron$3,365,744$3,179 ▲0.1%20,1190.4%EnergyBABoeing$3,294,344$8,357 ▲0.3%19,3160.4%AerospaceHDHome Depot$3,265,324$76,969 ▼-2.3%8,9090.4%Retail/WholesaleNFLXNetflix$3,183,657$297,477 ▲10.3%3,4140.4%Consumer DiscretionaryBKLNInvesco Senior Loan ETF$3,075,023$37,384 ▼-1.2%148,5510.4%ETFWMTWalmart$3,043,415$11,413 ▼-0.4%34,6670.4%Retail/WholesaleSYKStryker$3,006,776$167,891 ▲5.9%8,0770.4%MedicalABBVAbbVie$2,994,408$11,734 ▲0.4%14,2910.4%MedicalSBUXStarbucks$2,989,474$84,065 ▼-2.7%30,4760.4%Retail/WholesaleNEENextEra Energy$2,860,759$4,395 ▼-0.2%40,3540.4%UtilitiesCMECME Group$2,693,309$29,448 ▼-1.1%10,1520.4%FinanceNOWServiceNow$2,598,600$79,614 ▲3.2%3,2640.3%Computer and TechnologyTDGTransDigm Group$2,585,369$62,248 ▼-2.4%1,8690.3%AerospaceLHXL3Harris Technologies$2,537,446$43,958 ▼-1.7%12,1220.3%AerospaceXOMExxon Mobil$2,468,475$5,471 ▼-0.2%20,7550.3%EnergyHONHoneywell International$2,350,534$56,963 ▼-2.4%11,1000.3%Multi-Sector ConglomeratesMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,321,303$237,564 ▲11.4%23,0700.3%ETFNRGNRG Energy$2,289,608$1,819,181 ▲386.7%23,9850.3%UtilitiesBACBank of America$2,212,374$584 ▲0.0%53,0160.3%FinanceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$2,168,8750.0%51,0080.3%ETFMAMastercard$2,107,246$24,669 ▼-1.2%3,8440.3%Business ServicesAVGOBroadcom$2,095,915$32,817 ▲1.6%12,5180.3%Computer and TechnologyZTSZoetis$2,066,503$228,221 ▼-9.9%12,5500.3%MedicalALLAllstate$2,053,513$414 ▼0.0%9,9170.3%FinanceDISWalt Disney$1,947,331$3,455 ▲0.2%19,7290.3%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$1,847,649$90,156 ▲5.1%6,7220.2%ETFCDZICadiz$1,792,427$245,387 ▲15.9%611,7500.2%Consumer StaplesJNJJohnson & Johnson$1,779,084$158,056 ▼-8.2%10,7270.2%MedicalVRTVertiv$1,776,194$1,601,686 ▲917.8%24,6010.2%Computer and TechnologyTFLOiShares Treasury Floating Rate Bond ETF$1,744,477$262,165 ▼-13.1%34,4350.2%ETFPWRQuanta Services$1,726,151$173,606 ▲11.2%6,7910.2%ConstructionPGProcter & Gamble$1,703,095$2,045 ▼-0.1%9,9930.2%Consumer StaplesAMLPAlerian MLP ETF$1,695,321$52,407 ▲3.2%32,6400.2%ETFMCDMcDonald's$1,682,8340.0%5,3870.2%Retail/WholesaleCSMProShares Large Cap Core Plus$1,638,4960.0%25,7140.2%ETFDELLDell Technologies$1,597,222$198,342 ▲14.2%17,5230.2%Computer and TechnologyFIXDFirst Trust TCW Opportunistic Fixed Income ETF$1,550,357$77,290 ▲5.2%35,3640.2%ManufacturingiShares Bitcoin ETF$1,510,418$36,278 ▲2.5%32,2670.2%ETFVEAVanguard FTSE Developed Markets ETF$1,482,669$34,819 ▲2.4%29,1690.2%ETFAMGNAmgen$1,479,239$1,869 ▲0.1%4,7480.2%MedicalFDXFedEx$1,371,424$86,796 ▼-6.0%5,6250.2%TransportationCMFiShares California Muni Bond ETF$1,336,424$2,307 ▲0.2%23,7460.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,318,013$448,239 ▼-25.4%13,8200.2%ETFPFFiShares Preferred and Income Securities ETF$1,315,735$3,227 ▲0.2%42,8150.2%ETFJCIJohnson Controls International$1,298,663$1,442 ▼-0.1%16,2110.2%ConstructionIYWiShares U.S. Technology ETF$1,296,220$17,556 ▼-1.3%9,2290.2%ManufacturingCHDChurch & Dwight$1,293,557$440 ▼0.0%11,7500.2%Consumer StaplesADBEAdobe$1,281,757$19,560 ▼-1.5%3,3420.2%Computer and TechnologyMOAltria Group$1,275,681$1,561 ▲0.1%21,2540.2%Consumer StaplesCATCaterpillar$1,245,953$5,278 ▼-0.4%3,7770.2%IndustrialsIEFAiShares Core MSCI EAFE ETF$1,232,474$50,158 ▲4.2%16,2910.2%ETFSTZConstellation Brands$1,224,643$251,609 ▼-17.0%6,6730.2%Consumer StaplesIEIiShares 3-7 Year Treasury Bond ETF$1,194,817$227,410 ▼-16.0%10,1140.2%ETFGrayscale Bitcoin TR BTC$1,163,2840.0%17,8500.2%FundFCXFreeport-McMoRan$1,148,001$15,674 ▼-1.3%30,3220.1%Basic MaterialsUNHUnitedHealth Group$1,112,317$33,008 ▼-2.9%2,1230.1%MedicalLLYEli Lilly and Company$1,041,1410.0%1,2600.1%MedicalAFLAflac$1,037,282$5,004 ▲0.5%9,3280.1%FinanceETNEaton$1,018,818$550,455 ▲117.5%3,7480.1%IndustrialsPMPhilip Morris International$1,007,228$635 ▲0.1%6,3450.1%Consumer StaplesNVONovo Nordisk A/S$1,005,707$191,864 ▲23.6%14,4830.1%MedicalGSThe Goldman Sachs Group$1,003,534$162,794 ▲19.4%1,8370.1%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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