The Analysis of HCR Wealth Advisors's Holdings
Currently, HCR Wealth Advisors holds 244 types of securities in its portfolio with a total value $965.7M. In the most recent quarter, they have increased their positions in AVGO (+14.3K shares, valued at $4.8M), IJR (+16.9K shares, valued at $2.0M), AAPL (+7.4K shares, valued at $1.9M); decreased their positions in AME (-7.4K shares, valued at $1.4M), ORCL (-1.8K shares, valued at $516.3K), NXST (-1.3K shares, valued at $248.3K); initiated new positions in OWL (+114.6K shares, valued at $1.8M), PSTG (+3.2K shares, valued at $283.4K), ETHE (+6.9K shares, valued at $255.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL Apple Inc536.8K shares1.40%2025-09-302025-10-03
VUG Vanguard Growth Index Fund ETF217.0K shares1.71%2025-09-302025-10-03 VYM Vanguard High Dividend Yield Index Fund ETF638.0K shares1.92%2025-09-302025-10-03 NVDA Nvidia Corp300.1K shares0.25%2025-09-302025-10-03 IJR iShares Core S&P Small-Cap ETF435.6K shares4.02%2025-09-302025-10-03 IVV iShares Core S&P 500 ETF41.3K shares3.55%2025-09-302025-10-03 MSFT Microsoft46.8K shares-0.16%2025-09-302025-10-03 GOOGL Alphabet Inc97.4K shares2.62%2025-09-302025-10-03 FPE First Trust Preferred Securities and Income ETF997.6K shares4.71%2025-09-302025-10-03 IEMG iShares Core MSCI Emerging ETF249.5K shares6.26%2025-09-302025-10-03 AME Ametek Inc86.6K shares-7.88%2025-09-302025-10-03 PANW Palo Alto Networks70.0K shares2.79%2025-09-302025-10-03 META Meta Platforms Inc19.5K shares1.67%2025-09-302025-10-03 AMZN Amazon.Com Inc52.6K shares0.47%2025-09-302025-10-03 V Visa Inc33.6K shares5.15%2025-09-302025-10-03 JPM JPMorgan Chase & Co30.7K shares2.92%2025-09-302025-10-03 AVGO Broadcom Inc27.1K shares111.03%2025-09-302025-10-03 BINC BlackRock Flexible Income ETF163.2K shares21.28%2025-09-302025-10-03 JAAA Janus Henderson Aaa Clo ETF IV155.2K shares16.75%2025-09-302025-10-03 COST Costco Wholesale8.4K shares4.64%2025-09-302025-10-03 ORCL Oracle Corp25.9K shares-6.45%2025-09-302025-10-03 QQQ Invesco QQQ Trust11.3K shares5.58%2025-09-302025-10-03 AZO Autozone Inc Com1.5K shares1.66%2025-09-302025-10-03 GLD SPDR Gold TR Gold (SHS)18.3K shares0.32%2025-09-302025-10-03 SPY SPDR S&P 500 ETF9.5K shares-3.29%2025-09-302025-10-03 TSLA Tesla Motors14.5K shares-2.09%2025-09-302025-10-03 GOOG Alphabet Inc. Class C24.9K shares4.77%2025-09-302025-10-03 VWO Vanguard FTSE Emerging Markets ETF107.2K shares-1.42%2025-09-302025-10-03 AN Autonation Inc Com25.3K shares2.55%2025-09-302025-10-03 BRK.B Berkshire Hathaway11.1K shares0.00%2025-09-302025-10-03 SCHG Schwab US Large Cap Growth ETF165.5K shares0.54%2025-09-302025-10-03 VRT Vertiv Holdings Co Class A32.6K shares5.15%2025-09-302025-10-03 VOO Vanguard S&P 500 ETF7.9K shares3.91%2025-09-302025-10-03 MS Morgan Stanley30.3K shares1.92%2025-09-302025-10-03 SHY iShares Trust 1-3 (year Treasury Bond Etf)54.3K shares1.14%2025-09-302025-10-03 XLU Utilities Select (sector SPDR Fund)51.0K shares-2.09%2025-09-302025-10-03 TMO Thermo Fisher8.0K shares10.16%2025-09-302025-10-03 BA Boeing Co19.2K shares-0.12%2025-09-302025-10-03 LHX L3harris13.3K shares8.44%2025-09-302025-10-03 NFLX Netflix Inc3.3K shares-4.45%2025-09-302025-10-03 ICE Intercontinental Exchange Inc23.8K shares7.17%2025-09-302025-10-03 NRG NRG Energy Inc22.5K shares0.07%2025-09-302025-10-03 COP Conocophillips Com37.9K shares3.90%2025-09-302025-10-03 WMT Wal-Mart34.7K shares0.23%2025-09-302025-10-03 AWK American Water Works26.0K shares2.92%2025-09-302025-10-03 NOW ServiceNow Inc3.8K shares15.79%2025-09-302025-10-03 PWR Quanta Services Inc8.1K shares7.50%2025-09-302025-10-03 BKLN Invesco Senior Loan ETF161.3K shares6.51%2025-09-302025-10-03 ABBV Abbvie Inc Com14.1K shares-1.70%2025-09-302025-10-03 HD Home Depot8.4K shares-2.97%2025-09-302025-10-03 SYK Stryker Corp8.7K shares2.27%2025-09-302025-10-03 CVX Chevron Corp.20.2K shares0.19%2025-09-302025-10-03 NEE Nextera Energy Inc39.5K shares-1.31%2025-09-302025-10-03 CME CME Group Inc11.2K shares5.49%2025-09-302025-10-03 DELL Dell Technologies Inc Class C19.7K shares14.43%2025-09-302025-10-03 BAC Bank Of America Corp53.0K shares0.04%2025-09-302025-10-03 SBUX Starbucks Corp Com30.1K shares2.46%2025-09-302025-10-03 TDG Transdigm Group2.0K shares8.25%2025-09-302025-10-03 HON Honeywell12.0K shares3.02%2025-09-302025-10-03 VTI Vanguard Total Stock Market Index Fund ETF7.6K shares10.32%2025-09-302025-10-03 IBIT iShares Bitcoin ETF35.8K shares0.95%2025-09-302025-10-03 CAT Caterpillar5.0K shares25.14%2025-09-302025-10-03 XOM ExxonMobil21.4K shares3.40%2025-09-302025-10-03 MINT PIMCO Enhanced SHRT Maturty Actv ETF23.0K shares2.95%2025-09-302025-10-03 ETN Eaton Corp PLC F6.1K shares16.58%2025-09-302025-10-03 DIS Walt Disney19.9K shares0.72%2025-09-302025-10-03 MA Mastercard3.8K shares-0.42%2025-09-302025-10-03 JNJ Johnson & Johnson11.6K shares13.03%2025-09-302025-10-03 SHYG iShares High Yield Corporat Bond ETF48.9K shares0.15%2025-09-302025-10-03 ALL Allstate Corp9.9K shares-0.02%2025-09-302025-10-03 ZTS Zoetis Inc13.6K shares14.14%2025-09-302025-10-03 CSM ProShares Large Cap Core Plus ETF25.7K shares0.00%2025-09-302025-10-03 VEA Vanguard FTSE Developed Markets ETF31.1K shares3.61%2025-09-302025-10-03 OWL Blue Owl Cap Inc Class A114.6K sharesnew addition2025-09-302025-10-03 IYW iShares US Technology ETF9.2K shares0.00%2025-09-302025-10-03 JCI Johnson Controls Inter F16.2K shares-0.02%2025-09-302025-10-03 GBTC Grayscale Bitcoin TR BTC17.3K shares0.00%2025-09-302025-10-03 FIXD First Trust TCW Opportunistic Fixed Income ETF36.1K shares2.07%2025-09-302025-10-03 IEFA iShares Core MSCI EAFE ETF18.0K shares-0.96%2025-09-302025-10-03 MCD McDonalds5.3K shares-0.36%2025-09-302025-10-03 AMLP Alps Alerian MLP ETF32.8K shares1.21%2025-09-302025-10-03 GS Goldman Sachs Group2.0K shares-2.49%2025-09-302025-10-03 IEI iShares 3-7 Year Treasury Bond ETF12.4K shares20.36%2025-09-302025-10-03 PG Procter & Gamble9.5K shares-1.07%2025-09-302025-10-03 AMGN Amgen Inc.4.8K shares0.00%2025-09-302025-10-03 VGT Vanguard Information Technology Index Fund ETF1.9K shares2.42%2025-09-302025-10-03 FCX Freeport-Mcmoran Inc35.4K shares15.50%2025-09-302025-10-03 XLK Technology Select Sector SPDR ETF4.8K shares-0.31%2025-09-302025-10-03 UCON First Trust TCW Unconstrained Plus Bond ETF54.2K shares81.83%2025-09-302025-10-03 MO Altria Group Inc20.2K shares-4.88%2025-09-302025-10-03 FDX Fedex Corp Com5.5K shares-2.06%2025-09-302025-10-03 IEF iShares 7-10 Year Treasury Bond ETF13.7K shares-0.94%2025-09-302025-10-03 CMF iShares California Muni Bond ETF22.9K shares-4.52%2025-09-302025-10-03 RTX RTX Corp7.7K shares58.20%2025-09-302025-10-03 RKT Rocket Cos Inc Com68.8K shares3.87%2025-09-302025-10-03 SCHW Charles Schwab Corp13.5K shares3.79%2025-09-302025-10-03 PFF iShares Preferred Income Sec ETF IV38.6K shares-5.15%2025-09-302025-10-03 ADBE Adobe Inc3.3K shares-3.88%2025-09-302025-10-03 IWM iShares Russell 2000 ETF4.7K shares-0.93%2025-09-302025-10-03 BX Blackstone Inc6.7K shares13.08%2025-09-302025-10-03 STZ Constellation Brands7.9K shares25.70%2025-09-302025-10-03 NVO Novo-Nordisk As Vormal F Sponsored ADR18.2K shares1.34%2025-09-302025-10-03 AFL Aflac Inc9.4K shares0.47%2025-09-302025-10-03 LLY Lilly Eli & Co1.3K shares0.08%2025-09-302025-10-03 BND Vanguard Total Bond Market ETF13.4K shares10.01%2025-09-302025-10-03 BOND PIMCO Active Bond ETF10.7K shares0.00%2025-09-302025-10-03 PM Philip Morris Intl6.3K shares-0.24%2025-09-302025-10-03 ITOT iShares Core S&P Total US Stock Mark6.7K shares0.00%2025-09-302025-10-03 CHD Church &dwight Co11.1K shares-0.59%2025-09-302025-10-03 TFLO iShares Treasury Floating Rate B ETF19.3K shares-10.66%2025-09-302025-10-03 AWR American States Water Co13.7K shares19.66%2025-09-302025-10-03 GE General Electric Co3.2K shares0.00%2025-09-302025-10-03 URI United Rentals Inc970 shares42.86%2025-09-302025-10-03 WFC Wells Fargo & Co11.3K shares0.00%2025-09-302025-10-03 MRVL Marvell Technology Inc10.4K shares-0.14%2025-09-302025-10-03 XLE Energy Select Sector SPDR ETF9.7K shares0.27%2025-09-302025-10-03 IVW iShares S&P 500 Growth ETF7.0K shares0.20%2025-09-302025-10-03 INTU Intuit Inc1.2K shares0.00%2025-09-302025-10-03 PLTR Palantir Technologies In Class A4.1K shares31.84%2025-09-302025-10-03 QUAL iShares MSCI USA QLTY Fact ETF3.9K shares0.80%2025-09-302025-10-03 LMT Lockheed Martin Corp1.5K shares50.51%2025-09-302025-10-03 UNH UnitedHealth Group2.1K shares0.48%2025-09-302025-10-03 DIA SPDR Dow Jones Industrial Avrg ETF1.6K shares-1.38%2025-09-302025-10-03 COF Capital One FC3.4K shares-0.06%2025-09-302025-10-03 SCHX Schwab US Large Cap ETF27.2K shares101.20%2025-09-302025-10-03 ISRG Intuitive Surgical1.6K shares23.95%2025-09-302025-10-03 NKE Nike Inc Class B Com9.1K shares9.66%2025-09-302025-10-03 BSV Vanguard Short-Term Bond ETF8.5K shares7.38%2025-09-302025-10-03 HACK Amplify Cybersecurity ETF7.5K shares1.35%2025-09-302025-10-03 KO Coca-Cola9.5K shares0.00%2025-09-302025-10-03 VHT Vanguard Health Care ETF2.3K shares20.76%2025-09-302025-10-03 GEV GE Vernova Inc996 shares14.35%2025-09-302025-10-03 SHW Sherwin Williams Co1.7K shares-1.27%2025-09-302025-10-03 MDY SPDR S&P Midcap 400 ETF926 shares-13.86%2025-09-302025-10-03 SRE Sempra6.1K shares-4.46%2025-09-302025-10-03 FV First Dorsey Wright Focus 5 ETF IV8.8K shares0.00%2025-09-302025-10-03 AMD Advanced Micro Device In3.2K shares-3.61%2025-09-302025-10-03 EFA iShares MSCI EAFE ETF5.6K shares0.22%2025-09-302025-10-03 LIN Linde PLC F1.1K shares0.00%2025-09-302025-10-03 CLX Clorox Co Com4.3K shares-10.54%2025-09-302025-10-03 AXP American Express Co1.6K shares-0.19%2025-09-302025-10-03 PH Parker-Hannifin Corp676 shares-0.44%2025-09-302025-10-03 IYR iShares US Real Estate ETF5.3K shares-7.53%2025-09-302025-10-03 IBM IBM1.8K shares0.00%2025-09-302025-10-03 HDV iShares Core High (dividend Etf)4.1K shares0.00%2025-09-302025-10-03 NXST Nexstar Media Group Inc Com CL A2.5K shares-33.33%2025-09-302025-10-03 VZ Verizon11.3K shares-4.24%2025-09-302025-10-03 PSX Phillips 663.5K shares33.40%2025-09-302025-10-03 VTEB Vanguard Muni BND Tax9.3K shares0.00%2025-09-302025-10-03 GAB Gabelli Equity CF75.4K shares0.00%2025-09-302025-10-03 XLF Select STR Financial Select SPDR ETF8.5K shares3.98%2025-09-302025-10-03 EEM iShares MSCI Emerging Markets ETF8.4K shares19.34%2025-09-302025-10-03 TSM Taiwan Semiconductr F Sponsored ADR1.6K shares0.00%2025-09-302025-10-03 LQD iShares iBoxx $ (investment Grade Corporate Bond Etf)4.0K shares-7.23%2025-09-302025-10-03 EMB iShares JP Morgan Usd Emerging Marke4.7K shares0.00%2025-09-302025-10-03 IYF iShares US Financials ETF3.6K shares-1.62%2025-09-302025-10-03 IVE iShares S&P 500 Value ETF2.1K shares-5.96%2025-09-302025-10-03 IWF iShares Russell 1000 Growth ETF918 shares0.00%2025-09-302025-10-03 ITA iShares US Aerospace Defense ETF2.1K shares-6.72%2025-09-302025-10-03 SUB iShares Short Term NTNL Mun BND ETF4.0K shares0.00%2025-09-302025-10-03 ALNY Alnylam Pharmaceutl924 shares0.00%2025-09-302025-10-03 FMB First Trust Managed Municipal ETF IV8.3K shares0.00%2025-09-302025-10-03 TLT iShares TR 20 YR TR (BD Etf)4.6K shares-4.16%2025-09-302025-10-03 GDX Vaneck Gold Miners ETF5.3K shares-10.02%2025-09-302025-10-03 DVY iShares Select Dividend ETF2.9K shares-14.82%2025-09-302025-10-03 IBB iShares Biotechnology ETF2.7K shares-9.67%2025-09-302025-10-03 MRK Merck &co. Inc Com4.5K shares12.08%2025-09-302025-10-03 MGM MGM Resorts Intl11.3K shares-0.01%2025-09-302025-10-03 BIL SPDR Bloomberg 1 3 MNTH T BLL ETF4.3K shares-1.16%2025-09-302025-10-03 SHM SPDR Nuven BLM SHT TM MPL BND ETF8.0K shares0.00%2025-09-302025-10-03 IJK iShares S&P Mid Cap 400 GRWTH ETF3.9K shares0.00%2025-09-302025-10-03 TJX TJX Companies Inc2.6K shares-0.26%2025-09-302025-10-03 SPLV Invesco S&P 500 Low Volatility ETF5.1K shares0.00%2025-09-302025-10-03 CRM Salesforce1.5K shares-8.03%2025-09-302025-10-03 BTC Grayscale Bitcoin Mini Trust ETF6.8K shares0.00%2025-09-302025-10-03 PGR Progressive Co Ohio1.5K shares-0.20%2025-09-302025-10-03 ASML Asml Holding N V F Sponsored ADR345 shares0.29%2025-09-302025-10-03 CDZI Cadiz Inc74.9K shares52.80%2025-09-302025-10-03 TIP iShares TIPS Bond ETF3.2K shares-27.04%2025-09-302025-10-03 SCHF Schwab International Equity ETF14.9K shares0.00%2025-09-302025-10-03 BLOK Amplify TRNSFRMTNL Data SHRNG ETF5.0K shares0.00%2025-09-302025-10-03 SUSA iShares MSCI USA Esg Select ETF2.5K shares0.87%2025-09-302025-10-03 SCHA Schwab US Small Cap ETF12.4K shares0.02%2025-09-302025-10-03 SF Stifel Finl Co3.0K shares0.00%2025-09-302025-10-03 MCO Moodys Corp702 shares0.00%2025-09-302025-10-03 PPA Invesco Aerospace & Defense ETF2.1K shares44.07%2025-09-302025-10-03 AEE Ameren Corp3.1K shares-0.07%2025-09-302025-10-03 PEP Pepsico Inc2.2K shares0.32%2025-09-302025-10-03 COWZ Pacer US Cash Cows 100 ETF5.2K shares10.15%2025-09-302025-10-03 TT Trane Technologies PLC F695 shares-0.29%2025-09-302025-10-03 TRV Travelers1.0K shares0.00%2025-09-302025-10-03 NOC Northrop Grumman Co473 shares-0.21%2025-09-302025-10-03 PSTG Pure Storage Inc3.2K sharesnew addition2025-09-302025-10-03 AIEQ Amplify Ai Powered Equity ETF6.1K shares0.00%2025-09-302025-10-03 CARR Carrier Global Corp4.7K shares4.31%2025-09-302025-10-03 PRF Invesco FTSE Rafi US 1000 ETF6.0K shares0.00%2025-09-302025-10-03 PEG Pub SVC Enterpise GP3.3K shares-0.12%2025-09-302025-10-03 MMC Marsh & MC Lennan Co1.3K shares-0.30%2025-09-302025-10-03 CSX CSX Corp7.4K shares0.00%2025-09-302025-10-03 VB Vanguard Small Cap ETF IV1.0K shares-0.19%2025-09-302025-10-03 SHEL Shell PLC F Sponsored ADR3.7K shares0.00%2025-09-302025-10-03 MGNI Magnite Inc13.0K shares0.00%2025-09-302025-10-03 IAU iShares Gold ETF3.6K shares0.00%2025-09-302025-10-03 SNPS Synopsys Inc543 shares1.69%2025-09-302025-10-03 ETHE Grayscale Ethereum TR Et6.9K sharesnew addition2025-09-302025-10-03 HYMB SPDR Nuveen BLMG HG YL MP BND ETF10.1K shares0.00%2025-09-302025-10-03 BUFR FT Vest Fund Of Buffer ETF7.5K shares17.76%2025-09-302025-10-03 SNOW Snowflake Inc Class A1.0K sharesnew addition2025-09-302025-10-03 XLV Select Sector Health Care SPDR ETF1.7K shares-6.87%2025-09-302025-10-03 SHOP Shopify Inc F Class A1.6K shares-11.08%2025-09-302025-10-03 MDLZ Mondelez Intl Class A3.9K shares0.05%2025-09-302025-10-03 CI The CIGNA Group807 shares0.00%2025-09-302025-10-03 SCHD Schwab US Dividend Equity ETF8.8K shares10.27%2025-09-302025-10-03 ILCB iShares Morningstar US Equity ETF2.5K shares0.00%2025-09-302025-10-03 MKC McCormick &company3.4K shares-0.03%2025-09-302025-10-03 BTI Brit Amer Tobacco F Unsponsored ADR4.4K shares0.00%2025-09-302025-10-03 IDXX Idexx Labs Inc362 sharesnew addition2025-09-302025-10-03 RSP Invsc S P 500 Equal Weight ETF1.2K sharesnew addition2025-09-302025-10-03 IJJ iShares S&P Mid Cap 400 Value ETF1.7K shares0.00%2025-09-302025-10-03 GLDM SPDR Gold Minishares Etv3.0K sharesnew addition2025-09-302025-10-03 QCOM Qualcomm Inc1.3K shares2.08%2025-09-302025-10-03 APP Applovin Corp Class A323 sharesnew addition2025-09-302025-10-03 CL Colgate-Palmolive Co2.8K shares7.43%2025-09-302025-10-03 F Ford Motor Co17.9K sharesnew addition2025-09-302025-10-03 VCIT VGRD Itc ETF DV2.6K sharesnew addition2025-09-302025-10-03 ED Consolidated Edison2.2K shares-0.41%2025-09-302025-10-03 UPS United Parcel SRVC Class B2.5K shares-5.95%2025-09-302025-10-03 HIMS Hims & Hers Health Inc3.6K sharesnew addition2025-09-302025-10-03 AON Aon PLC F Class A581 shares-0.17%2025-09-302025-10-03 XLY SPDR Fund Consumer Discre Select ETF862 sharesnew addition2025-09-302025-10-03 SCHP Schwab U.S. TIPS ETF7.6K shares-9.15%2025-09-302025-10-03 MU Micron Technology1.1K sharesnew addition2025-09-302025-10-03 CRWD Crowdstrike HLDGS Inc Class A410 shares-13.14%2025-09-302025-10-03 SOXX iShares Semiconductor ETF IV723 sharesnew addition2025-09-302025-10-03 RIVN Rivian Automotive Inc Class A15.0K shares-0.20%2025-09-302025-10-03 VO Vanguard Mid Cap ETF679 sharesnew addition2025-09-302025-10-03 CVBF C V B Finl Corp10.0K shares0.00%2025-09-302025-10-03 NTHI Neonc Technologies HLDGS15.0K shares0.00%2025-09-302025-10-03 KW Kennedy Wilson HLDGS19.0K shares0.00%2025-09-302025-10-03 VCV Invesco California Value10.0K sharesnew addition2025-09-302025-10-03 NOK Nokia Oyj F Sponsored ADR15.4K shares0.00%2025-09-302025-10-03 EDIT Editas Medicine Incorpor17.0K shares0.00%2025-09-302025-10-03 MOBX Mobix Labs Inc Class A30.0K shares200.00%2025-09-302025-10-03 NVDQ T Rex 2X Inverse Nvidia Daily ETF10.2K shares0.00%2025-09-302025-10-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available