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

About Hcr Wealth Advisors

Investment Activity

Hcr Wealth Advisors has $798.18 million in total holdings as of December 31, 2024.
Hcr Wealth Advisors owns shares of 228 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
Approximately 4.25% of the portfolio was purchased this quarter.
About 1.59% of the portfolio was sold this quarter.
This quarter, Hcr Wealth Advisors has purchased 229 new stocks and bought additional shares in 95 stocks.
Hcr Wealth Advisors sold shares of 75 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Apple: $132,662,232
Vanguard Growth ETF: $82,456,109
Vanguard High Dividend Yield ETF: $74,585,459
iShares Core S&P Small-Cap ETF: $44,248,438
NVIDIA: $36,110,304

Largest New Holdings this Quarter

TransDigm Group: $2,425,573 Holding
ProShares Short S&P 500 ETF: $284,454 Holding
Global X Uranium ETF: $283,466 Holding
Vertiv: $274,595 Holding
GE Vernova Inc: $261,828 Holding

Largest Purchases this Quarter

Palo Alto Networks: 34,026 shares (about $6.19M)
Schwab U.S. Large-Cap Growth ETF: 123,804 shares (about $3.45M)
Vanguard High Dividend Yield ETF: 25,732 shares (about $3.28M)
Vanguard Growth ETF: 7,911 shares (about $3.25M)
Vanguard S&P 500 ETF: 4,745 shares (about $2.56M)

Largest Sales this Quarter

AMETEK: 17,700 shares (about $3.19M)
iShares Biotechnology ETF: 7,645 shares (about $1.01M)
First Trust Preferred Securities and Income ETF: 31,022 shares (about $549.09K)
iShares 20+ Year Treasury Bond ETF: 6,201 shares (about $541.53K)
iShares 7-10 Year Treasury Bond ETF: 3,000 shares (about $277.35K)

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	$132,662,232	$192,824 ▼	-0.1%	529,758	16.6%	Computer and Technology
VUG Vanguard Growth ETF	$82,456,109	$3,247,005 ▲	4.1%	200,896	10.3%	ETF
VYM Vanguard High Dividend Yield ETF	$74,585,459	$3,283,148 ▲	4.6%	584,571	9.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$44,248,438	$1,884,540 ▲	4.4%	384,034	5.5%	ETF
NVDA NVIDIA	$36,110,304	$555,023 ▲	1.6%	268,897	4.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$22,047,437	$1,482,309 ▲	7.2%	37,452	2.8%	ETF
MSFT Microsoft	$19,594,410	$226,347 ▼	-1.1%	46,487	2.5%	Computer and Technology
GOOGL Alphabet	$18,180,451	$16,280 ▲	0.1%	96,040	2.3%	Computer and Technology
AME AMETEK	$17,065,574	$3,190,602 ▼	-15.8%	94,672	2.1%	Computer and Technology
FPE First Trust Preferred Securities and Income ETF	$15,065,896	$549,090 ▼	-3.5%	851,180	1.9%	ETF
PANW Palo Alto Networks	$12,387,472	$6,191,371 ▲	99.9%	68,078	1.6%	Computer and Technology
AMZN Amazon.com	$10,992,755	$269,411 ▼	-2.4%	50,106	1.4%	Retail/Wholesale
IEMG iShares Core MSCI Emerging Markets ETF	$10,799,195	$541,942 ▲	5.3%	206,801	1.4%	ETF
META Meta Platforms	$10,657,787	$173,902 ▲	1.7%	18,202	1.3%	Computer and Technology
V Visa	$10,250,977	$41,086 ▲	0.4%	32,435	1.3%	Business Services
COST Costco Wholesale	$7,300,694	$60,480 ▼	-0.8%	7,967	0.9%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$7,217,945	$10,308 ▲	0.1%	30,111	0.9%	Finance
TSLA Tesla	$5,758,501	$37,558 ▼	-0.6%	14,259	0.7%	Auto/Tires/Trucks
QQQ Invesco QQQ	$5,488,984	$153,381 ▼	-2.7%	10,736	0.7%	Finance
SPY SPDR S&P 500 ETF Trust	$5,325,560	$31,651 ▼	-0.6%	9,086	0.7%	Finance
AZO AutoZone	$5,280,098	$137,686 ▲	2.7%	1,649	0.7%	Retail/Wholesale
BINC iShares Flexible Income Active ETF	$5,139,445	$873,056 ▲	20.5%	98,797	0.6%	ETF
BRK.B Berkshire Hathaway	$4,936,219	$19,038 ▼	-0.4%	10,890	0.6%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$4,795,867	$200,778 ▼	-4.0%	108,898	0.6%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$4,774,433	$133,136 ▼	-2.7%	58,239	0.6%	Manufacturing
SCHG Schwab U.S. Large-Cap Growth ETF	$4,593,853	$3,450,427 ▲	301.8%	164,831	0.6%	ETF
GOOG Alphabet	$4,316,134	$85,508 ▲	2.0%	22,664	0.5%	Computer and Technology
AN AutoNation	$4,219,250	$31,421 ▲	0.8%	24,842	0.5%	Retail/Wholesale
ORCL Oracle	$4,179,479	$54,993 ▲	1.3%	25,080	0.5%	Computer and Technology
GLD SPDR Gold Shares	$4,079,890	$110,169 ▲	2.8%	16,850	0.5%	Finance
VOO Vanguard S&P 500 ETF	$3,911,699	$2,556,965 ▲	188.7%	7,259	0.5%	ETF
TMO Thermo Fisher Scientific	$3,901,532	$28,095 ▲	0.7%	7,499	0.5%	Medical
XLU Utilities Select Sector SPDR Fund	$3,822,080	$26,265 ▲	0.7%	50,496	0.5%	ETF
MS Morgan Stanley	$3,618,786	$374,401 ▲	11.5%	28,784	0.5%	Finance
TLT iShares 20+ Year Treasury Bond ETF	$3,577,822	$541,533 ▼	-13.1%	40,969	0.4%	ETF
HD Home Depot	$3,547,470	$36,179 ▲	1.0%	9,119	0.4%	Retail/Wholesale
COP ConocoPhillips	$3,547,126	$11,305 ▼	-0.3%	35,768	0.4%	Oils/Energy
ICE Intercontinental Exchange	$3,505,797	$104,010 ▲	3.1%	23,527	0.4%	Finance
BA Boeing	$3,410,260	$39,294 ▼	-1.1%	19,267	0.4%	Aerospace
NOW ServiceNow	$3,354,219	$72,088 ▲	2.2%	3,164	0.4%	Computer and Technology
AWK American Water Works	$3,352,854	$10,582 ▼	-0.3%	26,932	0.4%	Utilities
BKLN Invesco Senior Loan ETF	$3,168,028	$48,398 ▲	1.6%	150,357	0.4%	ETF
WMT Walmart	$3,143,908	$14,456 ▼	-0.5%	34,797	0.4%	Retail/Wholesale
CVX Chevron	$2,911,409	$197,570 ▼	-6.4%	20,100	0.4%	Oils/Energy
NEE NextEra Energy	$2,897,488	$23,443 ▼	-0.8%	40,416	0.4%	Utilities
SBUX Starbucks	$2,859,214	$13,870 ▼	-0.5%	31,333	0.4%	Retail/Wholesale
AVGO Broadcom	$2,856,845	$12,288 ▲	0.4%	12,322	0.4%	Computer and Technology
NFLX Netflix	$2,758,635	$5,348 ▼	-0.2%	3,095	0.3%	Consumer Discretionary
SYK Stryker	$2,745,815	$77,053 ▲	2.9%	7,626	0.3%	Medical
CDZI Cadiz	$2,745,600	$374,811 ▲	15.8%	528,000	0.3%	Consumer Staples
LHX L3Harris Technologies	$2,593,230	$12,407 ▼	-0.5%	12,332	0.3%	Aerospace
HON Honeywell International	$2,568,160	$47,437 ▼	-1.8%	11,369	0.3%	Multi-Sector Conglomerates
ABBV AbbVie	$2,529,725	$6,042 ▲	0.2%	14,235	0.3%	Medical
TDG TransDigm Group	$2,425,573	$2,425,573 ▲	New Holding	1,914	0.3%	Aerospace
CME CME Group	$2,383,416	$929 ▲	0.0%	10,263	0.3%	Finance
BAC Bank of America	$2,329,480	$139,895 ▼	-5.7%	53,002	0.3%	Finance
ZTS Zoetis	$2,270,673	$249,943 ▼	-9.9%	13,936	0.3%	Medical
XOM Exxon Mobil	$2,237,629	$25,818 ▼	-1.1%	20,801	0.3%	Oils/Energy
JAAA Janus Henderson AAA CLO ETF	$2,219,211	$593,064 ▲	36.5%	43,762	0.3%	ETF
DIS Walt Disney	$2,192,948	$152,328 ▲	7.5%	19,694	0.3%	Consumer Discretionary
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$2,173,466	$42,610 ▲	2.0%	51,008	0.3%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$2,077,941	$172,083 ▼	-7.6%	20,709	0.3%	ETF
MA Mastercard	$2,048,017	$35,810 ▲	1.8%	3,889	0.3%	Business Services
TFLO iShares Treasury Floating Rate Bond ETF	$1,999,116	$46,685 ▼	-2.3%	39,610	0.3%	ETF
MRK Merck & Co., Inc.	$1,959,358	$138,576 ▼	-6.6%	19,696	0.2%	Medical
PWR Quanta Services	$1,930,445	$134,322 ▲	7.5%	6,108	0.2%	Construction
ALL Allstate	$1,912,284		0.0%	9,919	0.2%	Finance
VTI Vanguard Total Stock Market ETF	$1,853,161	$59,125 ▲	3.3%	6,394	0.2%	ETF
STZ Constellation Brands	$1,777,817	$156,255 ▼	-8.1%	8,044	0.2%	Consumer Staples
DELL Dell Technologies	$1,768,662	$48,979 ▲	2.8%	15,347	0.2%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$1,712,174	$277,350 ▼	-13.9%	18,520	0.2%	ETF
CSM ProShares Large Cap Core Plus	$1,700,636		0.0%	25,714	0.2%	ETF
JNJ Johnson & Johnson	$1,689,303	$25,745 ▼	-1.5%	11,680	0.2%	Medical
FDX FedEx	$1,682,706	$45,015 ▼	-2.6%	5,981	0.2%	Transportation
PG Procter & Gamble	$1,677,476	$4,862 ▼	-0.3%	10,005	0.2%	Consumer Staples
iShares Bitcoin ETF	$1,670,650	$80,477 ▲	5.1%	31,492	0.2%	ETF
MCD McDonald's	$1,561,816	$6,088 ▲	0.4%	5,387	0.2%	Retail/Wholesale
AMLP Alerian MLP ETF	$1,523,366	$11,510 ▼	-0.7%	31,631	0.2%	ETF
ADBE Adobe	$1,508,799	$19,121 ▼	-1.3%	3,393	0.2%	Computer and Technology
IYW iShares U.S. Technology ETF	$1,492,259	$47,381 ▼	-3.1%	9,354	0.2%	Manufacturing
FIXD First Trust TCW Opportunistic Fixed Income ETF	$1,443,834	$154,735 ▼	-9.7%	33,601	0.2%	Manufacturing
IEI iShares 3-7 Year Treasury Bond ETF	$1,391,106	$38,247 ▼	-2.7%	12,039	0.2%	ETF
CAT Caterpillar	$1,376,074		0.0%	3,793	0.2%	Industrial Products
VEA Vanguard FTSE Developed Markets ETF	$1,362,122	$114,387 ▲	9.2%	28,484	0.2%	ETF
CMF iShares California Muni Bond ETF	$1,357,822	$20,220 ▲	1.5%	23,705	0.2%	ETF
PFF iShares Preferred and Income Securities ETF	$1,342,833	$25,153 ▲	1.9%	42,710	0.2%	ETF
Grayscale Bitcoin TR BTC	$1,321,257		0.0%	17,850	0.2%	Fund
JCI Johnson Controls International	$1,280,954	$316 ▲	0.0%	16,229	0.2%	Construction
AMGN Amgen	$1,235,954		0.0%	4,742	0.2%	Medical
CHD Church & Dwight	$1,230,761	$11,099 ▲	0.9%	11,754	0.2%	Consumer Staples
FCX Freeport-McMoRan	$1,170,457	$19,878 ▲	1.7%	30,736	0.1%	Basic Materials
VGT Vanguard Information Technology ETF	$1,130,586	$45,398 ▲	4.2%	1,818	0.1%	ETF
XLK Technology Select Sector SPDR Fund	$1,122,839		0.0%	4,829	0.1%	ETF
CLX Clorox	$1,115,867	$11,045 ▲	1.0%	6,870	0.1%	Consumer Staples
MO Altria Group	$1,110,040	$1,935 ▲	0.2%	21,228	0.1%	Consumer Staples
UNH UnitedHealth Group	$1,106,060	$39,972 ▼	-3.5%	2,186	0.1%	Medical
IEFA iShares Core MSCI EAFE ETF	$1,098,392	$49,409 ▼	-4.3%	15,628	0.1%	ETF
IWM iShares Russell 2000 ETF	$1,080,386	$19,888 ▲	1.9%	4,889	0.1%	Finance
MRVL Marvell Technology	$1,035,689	$110,450 ▼	-9.6%	9,377	0.1%	Computer and Technology
NVO Novo Nordisk A/S	$1,008,164	$20,129 ▼	-2.0%	11,720	0.1%	Medical

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

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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