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HCR Wealth Advisors

Latest statistics and disclosures from HCR Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VUG, VYM, NVDA, IJR, and represent 45.73% of HCR Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AVGO, IJR, AAPL, OWL, VUG, VYM, BINC, JAAA, IEMG, IVV.
Started 16 new stock positions in OWL, VO, SNOW, MU, GLDM, ETHE, XLY, SOXX, F, APP. IDXX, VCIT, PSTG, RSP, VCV, HIMS.
Reduced shares in these 10 stocks: AME, USB, ORCL, BMY, DE, PSQ, NXST, CMG, , SPY.
Sold out of its positions in T, BMY, CMG, DE, PSQ, XLP, SNAP, USB, ACN.
HCR Wealth Advisors was a net buyer of stock by $29M.
HCR Wealth Advisors has $966M in assets under management (AUM), dropping by 13.65%.
Central Index Key (CIK): 0001697715

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Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 244 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	14.3	$138M		537k	257.13	View chart
Vanguard Growth Index Fund ETF Etf (VUG)	10.9	$105M		217k	483.28	View chart
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)	9.3	$90M		638k	140.91	View chart
Nvidia Corp Common Stock (NVDA)	5.9	$57M		300k	188.89	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	5.4	$52M	+4%	436k	119.54	View chart
iShares Core S&P 500 ETF Etf (IVV)	2.9	$28M	+3%	41k	672.51	View chart
Microsoft Common Stock (MSFT)	2.5	$24M		47k	515.74	View chart
Alphabet Common Stock (GOOGL)	2.5	$24M	+2%	97k	245.69	View chart
First Trust Preferred Securities and Income ETF Etf (FPE)	1.9	$18M	+4%	998k	18.30	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	1.7	$17M	+6%	250k	66.75	View chart
Ametek Common Stock (AME)	1.7	$16M	-7%	87k	186.13	View chart
Palo Alto Networks Common Stock (PANW)	1.5	$15M	+2%	70k	209.30	View chart
Meta Platforms Common Stock (META)	1.5	$14M		20k	727.07	View chart
Amazon.Com Common Stock (AMZN)	1.2	$12M		53k	222.41	View chart
Visa Common Stock (V)	1.2	$12M	+5%	34k	345.96	View chart
JPMorgan Chase & Co Common Stock (JPM)	1.0	$9.4M	+2%	31k	307.55	View chart
Broadcom Common Stock (AVGO)	0.9	$9.2M	+111%	27k	338.19	View chart
BlackRock Flexible Income ETF Etf (BINC)	0.9	$8.7M	+21%	163k	53.15	View chart
Janus Henderson Aaa Clo ETF IV Etf (JAAA)	0.8	$7.9M	+16%	155k	50.59	View chart
Costco Wholesale Common Stock (COST)	0.8	$7.7M	+4%	8.4k	916.81	View chart
Oracle Corp Common Stock (ORCL)	0.8	$7.5M	-6%	26k	288.78	View chart
Invesco QQQ Trust Etf (QQQ)	0.7	$6.8M	+5%	11k	605.74	View chart
Autozone Common Stock (AZO)	0.7	$6.5M		1.5k	4253.71	View chart
SPDR Gold TR Gold Etf (GLD)	0.7	$6.5M		18k	354.79	View chart
Spdr S&p 500 Etf Etf (SPY)	0.7	$6.3M	-3%	9.5k	669.26	View chart
Tesla Motors Common Stock (TSLA)	0.7	$6.3M	-2%	15k	436.01	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.6	$6.1M	+4%	25k	246.43	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.6	$5.9M		107k	54.67	View chart
Autonation Common Stock (AN)	0.6	$5.7M	+2%	25k	223.92	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.6	$5.5M		11k	495.92	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.6	$5.3M		166k	32.18	View chart
Vertiv Holdings Co Class A Common Stock (VRT)	0.5	$5.3M	+5%	33k	161.64	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.5	$4.8M	+3%	7.9k	615.25	View chart
Morgan Stanley Common Stock (MS)	0.5	$4.7M		30k	155.30	View chart
iShares Trust 1-3 Etf (SHY)	0.5	$4.5M		54k	82.82	View chart
Utilities Select Etf (XLU)	0.5	$4.5M	-2%	51k	87.89	View chart
Thermo Fisher Common Stock (TMO)	0.4	$4.2M	+10%	8.0k	525.01	View chart
Boeing Common Stock (BA)	0.4	$4.2M		19k	217.43	View chart
L3harris Common Stock (LHX)	0.4	$3.9M	+8%	13k	296.12	View chart
Netflix Common Stock (NFLX)	0.4	$3.8M	-4%	3.3k	1162.53	View chart
Intercontinental Exchange Common Stock (ICE)	0.4	$3.8M	+7%	24k	160.98	View chart
NRG Energy Common Stock (NRG)	0.4	$3.8M		23k	167.30	View chart
Conocophillips Common Stock (COP)	0.4	$3.5M	+3%	38k	93.38	View chart
Wal-Mart Common Stock (WMT)	0.4	$3.5M		35k	101.70	View chart
American Water Works Common Stock (AWK)	0.4	$3.5M	+2%	26k	135.59	View chart
ServiceNow Common Stock (NOW)	0.4	$3.4M	+15%	3.8k	910.10	View chart
Quanta Services Common Stock (PWR)	0.4	$3.4M	+7%	8.1k	420.87	View chart
Invesco Senior Loan ETF Etf (BKLN)	0.3	$3.4M	+6%	161k	20.92	View chart
Abbvie Common Stock (ABBV)	0.3	$3.3M		14k	236.57	View chart
Home Depot Common Stock (HD)	0.3	$3.3M	-2%	8.4k	395.04	View chart
Stryker Corp Common Stock (SYK)	0.3	$3.2M	+2%	8.7k	366.42	View chart
Chevron Corp. Common Stock (CVX)	0.3	$3.1M		20k	153.38	View chart
Nextera Energy Common Stock (NEE)	0.3	$3.1M		40k	78.18	View chart
CME Group Common Stock (CME)	0.3	$3.0M	+5%	11k	265.44	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.3	$2.9M	+14%	20k	147.38	View chart
Bank Of America Corp Common Stock (BAC)	0.3	$2.7M		53k	50.48	View chart
Starbucks Corp Common Stock (SBUX)	0.3	$2.6M	+2%	30k	86.72	View chart
Transdigm Group Common Stock (TDG)	0.3	$2.6M	+8%	2.0k	1284.12	View chart
Honeywell Common Stock (HON)	0.3	$2.5M	+3%	12k	211.02	View chart
Vanguard Total Stock Market Index Fund ETF Etf (VTI)	0.3	$2.5M	+10%	7.6k	329.81	View chart
iShares Bitcoin ETF Etf (IBIT)	0.3	$2.5M		36k	68.77	View chart
Caterpillar Common Stock (CAT)	0.3	$2.4M	+25%	5.0k	490.67	View chart
ExxonMobil Common Stock (XOM)	0.2	$2.4M	+3%	21k	111.29	View chart
PIMCO Enhanced SHRT Maturty Actv ETF Etf (MINT)	0.2	$2.3M	+2%	23k	100.34	View chart
Eaton Corp PLC F Common Stock (ETN)	0.2	$2.3M	+16%	6.1k	376.76	View chart
Walt Disney Common Stock (DIS)	0.2	$2.2M		20k	112.14	View chart
Mastercard Common Stock (MA)	0.2	$2.2M		3.8k	577.45	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$2.2M	+13%	12k	185.99	View chart
iShares High Yield Corporat Bond ETF Etf (SHYG)	0.2	$2.1M		49k	43.12	View chart
Allstate Corp Common Stock (ALL)	0.2	$2.1M		9.9k	210.01	View chart
Zoetis Common Stock (ZTS)	0.2	$2.0M	+14%	14k	146.50	View chart
ProShares Large Cap Core Plus ETF Etf (CSM)	0.2	$2.0M		26k	76.86	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$1.9M	+3%	31k	60.50	View chart
Blue Owl Cap Inc Class A Common Stock (OWL)	0.2	$1.8M	NEW	115k	16.05	View chart
iShares US Technology ETF Etf (IYW)	0.2	$1.8M		9.2k	198.51	View chart
Johnson Controls Inter F Common Stock (JCI)	0.2	$1.8M		16k	108.66	View chart
Grayscale Bitcoin TR BTC Fund (GBTC)	0.2	$1.6M		17k	94.93	View chart
First Trust TCW Opportunistic Fixed Income ETF Etf (FIXD)	0.2	$1.6M	+2%	36k	44.60	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.2	$1.6M		18k	88.05	View chart
McDonalds Common Stock (MCD)	0.2	$1.6M		5.3k	299.92	View chart
Alps Alerian MLP ETF Etf (AMLP)	0.2	$1.5M		33k	46.62	View chart
Goldman Sachs Group Common Stock (GS)	0.2	$1.5M	-2%	2.0k	779.38	View chart
iShares 3-7 Year Treasury Bond ETF Etf (IEI)	0.2	$1.5M	+20%	12k	119.52	View chart
Procter & Gamble Common Stock (PG)	0.2	$1.5M		9.5k	152.06	View chart
Amgen Common Stock (AMGN)	0.1	$1.4M		4.8k	297.40	View chart
Vanguard Information Technology Index Fund ETF Etf (VGT)	0.1	$1.4M	+2%	1.9k	758.38	View chart
Freeport-Mcmoran Common Stock (FCX)	0.1	$1.4M	+15%	35k	38.87	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.1	$1.4M		4.8k	286.16	View chart
First Trust TCW Unconstrained Plus Bond ETF Etf (UCON)	0.1	$1.4M	+81%	54k	25.27	View chart
Altria Group Common Stock (MO)	0.1	$1.3M	-4%	20k	65.75	View chart
Fedex Corp Common Stock (FDX)	0.1	$1.3M	-2%	5.5k	242.33	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	0.1	$1.3M		14k	96.59	View chart
iShares California Muni Bond ETF Etf (CMF)	0.1	$1.3M	-4%	23k	56.97	View chart
RTX Corp Common Stock (RTX)	0.1	$1.3M	+58%	7.7k	166.65	View chart
Rocket Cos Common Stock (RKT)	0.1	$1.3M	+3%	69k	18.37	View chart
Charles Schwab Corp Common Stock (SCHW)	0.1	$1.3M	+3%	14k	92.71	View chart
iShares Preferred Income Sec ETF IV Etf (PFF)	0.1	$1.2M	-5%	39k	31.73	View chart
Adobe Common Stock (ADBE)	0.1	$1.2M	-3%	3.3k	351.48	View chart
iShares Russell 2000 ETF Etf (IWM)	0.1	$1.1M		4.7k	244.05	View chart
Blackstone Common Stock (BX)	0.1	$1.1M	+13%	6.7k	166.59	View chart
Constellation Brands Common Stock (STZ)	0.1	$1.1M	+25%	7.9k	140.52	View chart
Novo-Nordisk As Vormal F Common Stock (NVO)	0.1	$1.1M		18k	58.74	View chart
Aflac Common Stock (AFL)	0.1	$1.0M		9.4k	110.61	View chart
Lilly Eli & Co Common Stock (LLY)	0.1	$1.0M		1.3k	820.24	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.1	$1.0M	+10%	14k	74.40	View chart
PIMCO Active Bond ETF Etf (BOND)	0.1	$1.0M		11k	93.31	View chart
Philip Morris Intl Common Stock (PM)	0.1	$998k		6.3k	157.92	View chart
iShares Core S&P Total US Stock Mark Etf (ITOT)	0.1	$988k		6.7k	146.41	View chart
Church &dwight Common Stock (CHD)	0.1	$983k		11k	88.40	View chart
iShares Treasury Floating Rate B ETF Etf (TFLO)	0.1	$973k	-10%	19k	50.43	View chart
American States Water Common Stock (AWR)	0.1	$967k	+19%	14k	70.36	View chart
General Electric Common Stock (GE)	0.1	$961k		3.2k	299.46	View chart
United Rentals Common Stock (URI)	0.1	$949k	+42%	970.00	978.22	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$911k		11k	80.50	View chart
Marvell Technology Common Stock (MRVL)	0.1	$900k		10k	86.20	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$859k		9.7k	88.44	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$855k		7.0k	121.40	View chart
Intuit Common Stock (INTU)	0.1	$822k		1.2k	681.86	View chart
Palantir Technologies In Class A Common Stock (PLTR)	0.1	$771k	+31%	4.1k	187.05	View chart
iShares MSCI USA QLTY Fact ETF Etf (QUAL)	0.1	$770k		3.9k	196.36	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$744k	+50%	1.5k	499.36	View chart
UnitedHealth Group Common Stock (UNH)	0.1	$738k		2.1k	353.82	View chart
SPDR Dow Jones Industrial Avrg ETF Etf (DIA)	0.1	$734k		1.6k	465.15	View chart
Capital One FC Common Stock (COF)	0.1	$722k		3.4k	213.78	View chart
Schwab US Large Cap ETF Etf (SCHX)	0.1	$721k	+101%	27k	26.50	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$690k	+23%	1.6k	443.01	View chart
Nike Inc Class B Common Stock (NKE)	0.1	$679k	+9%	9.1k	74.57	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	0.1	$672k	+7%	8.5k	78.82	View chart
Amplify Cybersecurity ETF Etf (HACK)	0.1	$659k		7.5k	87.95	View chart
Coca-Cola Common Stock (KO)	0.1	$628k		9.5k	66.10	View chart
Vanguard Health Care ETF Etf (VHT)	0.1	$606k	+20%	2.3k	266.58	View chart
GE Vernova Common Stock (GEV)	0.1	$604k	+14%	996.00	606.23	View chart
Sherwin Williams Common Stock (SHW)	0.1	$590k		1.7k	343.90	View chart
SPDR S&P Midcap 400 ETF Etf (MDY)	0.1	$555k	-13%	926.00	598.80	View chart
Sempra Common Stock (SRE)	0.1	$549k	-4%	6.1k	89.28	View chart
First Dorsey Wright Focus 5 ETF IV Etf (FV)	0.1	$548k		8.8k	61.95	View chart
Advanced Micro Device In Common Stock (AMD)	0.1	$540k	-3%	3.2k	169.76	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.1	$527k		5.6k	94.29	View chart
Linde PLC F Common Stock (LIN)	0.1	$523k		1.1k	469.48	View chart
Clorox Common Stock (CLX)	0.1	$520k	-10%	4.3k	122.27	View chart
American Express Common Stock (AXP)	0.1	$518k		1.6k	330.48	View chart
Parker-Hannifin Corp Common Stock (PH)	0.1	$513k		676.00	758.14	View chart
iShares US Real Estate ETF Etf (IYR)	0.1	$509k	-7%	5.3k	96.63	View chart
Ibm Common Stock (IBM)	0.1	$503k		1.8k	286.72	View chart
iShares Core High Etf (HDV)	0.1	$497k		4.1k	121.88	View chart
Nexstar Media Group Inc Com CL A Common Stock (NXST)	0.1	$497k	-33%	2.5k	198.63	View chart
Verizon Common Stock (VZ)	0.1	$492k	-4%	11k	43.40	View chart
Phillips 66 Common Stock (PSX)	0.0	$470k	+33%	3.5k	134.94	View chart
Vanguard Muni BND Tax Common Stock (VTEB)	0.0	$467k		9.3k	49.99	View chart
Gabelli Equity CF Fund (GAB)	0.0	$463k		75k	6.15	View chart
Select STR Financial Select SPDR ETF Etf (XLF)	0.0	$456k	+3%	8.5k	53.36	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.0	$454k	+19%	8.4k	54.08	View chart
Taiwan Semiconductr F Common Stock (TSM)	0.0	$454k		1.6k	288.11	View chart
iShares iBoxx $ Etf (LQD)	0.0	$451k	-7%	4.0k	111.69	View chart
iShares JP Morgan Usd Emerging Marke Etf (EMB)	0.0	$449k		4.7k	95.17	View chart
iShares US Financials ETF Etf (IYF)	0.0	$446k		3.6k	124.72	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.0	$444k	-5%	2.1k	207.03	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.0	$433k		918.00	472.13	View chart
iShares US Aerospace Defense ETF Etf (ITA)	0.0	$433k	-6%	2.1k	209.38	View chart
iShares Short Term NTNL Mun BND ETF Etf (SUB)	0.0	$427k		4.0k	106.64	View chart
Alnylam Pharmaceutl Common Stock (ALNY)	0.0	$426k		924.00	460.99	View chart
First Trust Managed Municipal ETF IV Etf (FMB)	0.0	$423k		8.3k	50.74	View chart
iShares TR 20 YR TR Etf (TLT)	0.0	$412k	-4%	4.6k	89.55	View chart
Vaneck Gold Miners ETF Etf (GDX)	0.0	$409k	-10%	5.3k	77.10	View chart
iShares Select Dividend ETF Etf (DVY)	0.0	$408k	-14%	2.9k	141.99	View chart
iShares Biotechnology ETF Etf (IBB)	0.0	$405k	-9%	2.7k	149.66	View chart
Merck &co Common Stock (MRK)	0.0	$402k	+12%	4.5k	89.51	View chart
MGM Resorts Intl Common Stock (MGM)	0.0	$393k		11k	34.75	View chart
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL)	0.0	$389k		4.3k	91.47	View chart
SPDR Nuven BLM SHT TM MPL BND ETF Etf (SHM)	0.0	$385k		8.0k	48.11	View chart
iShares S&P Mid Cap 400 GRWTH ETF Etf (IJK)	0.0	$377k		3.9k	96.25	View chart
TJX Companies Common Stock (TJX)	0.0	$376k		2.6k	142.49	View chart
Invesco S&P 500 Low Volatility ETF Etf (SPLV)	0.0	$373k		5.1k	72.71	View chart
Salesforce Common Stock (CRM)	0.0	$369k	-8%	1.5k	238.88	View chart
Grayscale Bitcoin Mini Trust ETF Etf (BTC)	0.0	$367k		6.8k	53.60	View chart
Progressive Co Ohio Common Stock (PGR)	0.0	$364k		1.5k	243.50	View chart
Asml Holding N V F Common Stock (ASML)	0.0	$355k		345.00	1030.17	View chart
Cadiz Common Stock (CDZI)	0.0	$355k	+52%	75k	4.75	View chart
iShares TIPS Bond ETF Etf (TIP)	0.0	$352k	-27%	3.2k	111.17	View chart
Schwab International Equity ETF Etf (SCHF)	0.0	$352k		15k	23.53	View chart
Amplify TRNSFRMTNL Data SHRNG ETF Etf (BLOK)	0.0	$350k		5.0k	69.77	View chart
iShares MSCI USA Esg Select ETF Etf (SUSA)	0.0	$348k		2.6k	136.51	View chart
Schwab US Small Cap ETF Etf (SCHA)	0.0	$348k		12k	28.08	View chart
Stifel Finl Common Stock (SF)	0.0	$341k		3.0k	112.09	View chart
Moodys Corp Common Stock (MCO)	0.0	$339k		702.00	482.17	View chart
Invesco Aerospace & Defense ETF Etf (PPA)	0.0	$332k	+44%	2.1k	156.14	View chart
Ameren Corp Common Stock (AEE)	0.0	$316k		3.1k	102.92	View chart
Pepsico Common Stock (PEP)	0.0	$313k		2.2k	142.33	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.0	$298k	+10%	5.2k	57.70	View chart
Trane Technologies PLC F Common Stock (TT)	0.0	$294k		695.00	423.53	View chart
Travelers Common Stock (TRV)	0.0	$287k		1.0k	280.04	View chart
Northrop Grumman Common Stock (NOC)	0.0	$286k		473.00	605.17	View chart
Pure Storage Common Stock (PSTG)	0.0	$283k	NEW	3.2k	88.25	View chart
Amplify Ai Powered Equity ETF Etf (AIEQ)	0.0	$276k		6.1k	44.98	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$275k	+4%	4.7k	58.91	View chart
Invesco FTSE Rafi US 1000 ETF Etf (PRF)	0.0	$272k		6.0k	45.37	View chart
Pub SVC Enterpise GP Common Stock (PEG)	0.0	$271k		3.3k	81.58	View chart
Marsh & MC Lennan Common Stock (MMC)	0.0	$266k		1.3k	199.57	View chart
CSX Corp Common Stock (CSX)	0.0	$264k		7.4k	35.57	View chart
Vanguard Small Cap ETF IV Etf (VB)	0.0	$263k		1.0k	256.61	View chart
Shell PLC F Common Stock (SHEL)	0.0	$262k		3.7k	71.77	View chart
Magnite Common Stock (MGNI)	0.0	$262k		13k	20.12	View chart
iShares Gold ETF Etf (IAU)	0.0	$261k		3.6k	72.65	View chart
Synopsys Common Stock (SNPS)	0.0	$256k		543.00	471.14	View chart
Grayscale Ethereum TR Et Fund (ETHE)	0.0	$255k	NEW	6.9k	37.04	View chart
SPDR Nuveen BLMG HG YL MP BND ETF Etf (HYMB)	0.0	$250k		10k	24.87	View chart
FT Vest Fund Of Buffer ETF Etf (BUFR)	0.0	$250k	+17%	7.5k	33.46	View chart
Snowflake Inc Class A Common Stock (SNOW)	0.0	$248k	NEW	1.0k	240.54	View chart
Select Sector Health Care SPDR ETF Etf (XLV)	0.0	$247k	-6%	1.7k	143.19	View chart
Shopify Inc F Class A Common Stock (SHOP)	0.0	$243k	-11%	1.6k	151.30	View chart
Mondelez Intl Class A Common Stock (MDLZ)	0.0	$242k		3.9k	61.78	View chart
CIGNA Group Common Stock (CI)	0.0	$240k		807.00	296.98	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$239k	+10%	8.8k	27.34	View chart
iShares Morningstar US Equity ETF Etf (ILCB)	0.0	$236k		2.5k	92.84	View chart
McCormick &company Common Stock (MKC)	0.0	$234k		3.4k	68.09	View chart
Brit Amer Tobacco F Un Common Stock (BTI)	0.0	$231k		4.4k	52.35	View chart
Idexx Labs Common Stock (IDXX)	0.0	$230k	NEW	362.00	633.84	View chart
Invsc S P 500 Equal Weight ETF Etf (RSP)	0.0	$228k	NEW	1.2k	190.61	View chart
iShares S&P Mid Cap 400 Value ETF Etf (IJJ)	0.0	$227k		1.7k	130.47	View chart
SPDR Gold Minishares Etv Etf (GLDM)	0.0	$226k	NEW	3.0k	76.32	View chart
Qualcomm Common Stock (QCOM)	0.0	$224k	+2%	1.3k	168.89	View chart
Applovin Corp Class A Common Stock (APP)	0.0	$221k	NEW	323.00	683.64	View chart
Colgate-Palmolive Common Stock (CL)	0.0	$220k	+7%	2.8k	78.31	View chart
Ford Motor Common Stock (F)	0.0	$219k	NEW	18k	12.22	View chart
VGRD Itc ETF DV Etf (VCIT)	0.0	$215k	NEW	2.6k	84.16	View chart
Consolidated Edison Common Stock (ED)	0.0	$213k		2.2k	97.64	View chart
United Parcel SRVC Class B Common Stock (UPS)	0.0	$211k	-5%	2.5k	85.57	View chart
Hims & Hers Health Common Stock (HIMS)	0.0	$211k	NEW	3.6k	57.87	View chart
Aon PLC F Class A Common Stock (AON)	0.0	$210k		581.00	360.73	View chart
SPDR Fund Consumer Discre Select ETF Etf (XLY)	0.0	$206k	NEW	862.00	239.40	View chart
Schwab U.S. TIPS ETF Etf (SCHP)	0.0	$206k	-9%	7.6k	26.90	View chart
Micron Technology Common Stock (MU)	0.0	$205k	NEW	1.1k	183.75	View chart
Crowdstrike HLDGS Inc Class A Common Stock (CRWD)	0.0	$204k	-13%	410.00	496.80	View chart
iShares Semiconductor ETF IV Etf (SOXX)	0.0	$204k	NEW	723.00	281.69	View chart
Rivian Automotive Inc Class A Common Stock (RIVN)	0.0	$203k		15k	13.53	View chart
Vanguard Mid Cap ETF Etf (VO)	0.0	$200k	NEW	679.00	294.85	View chart
C V B Finl Corp Common Stock (CVBF)	0.0	$188k		10k	18.79	View chart
Neonc Technologies HLDGS Common Stock (NTHI)	0.0	$171k		15k	11.39	View chart
Kennedy Wilson HLDGS Common Stock (KW)	0.0	$161k		19k	8.46	View chart
Invesco California Value Fund (VCV)	0.0	$105k	NEW	10k	10.53	View chart
Nokia Oyj F Common Stock (NOK)	0.0	$75k		15k	4.88	View chart
Editas Medicine Incorpor Common Stock (EDIT)	0.0	$66k		17k	3.89	View chart
Mobix Labs Inc Class A Common Stock (MOBX)	0.0	$27k	+200%	30k	0.90	View chart
T Rex 2X Inverse Nvidia Daily ETF Common Stock (NVDQ)	0.0	$9.2k		10k	0.90	View chart

Past Filings by HCR Wealth Advisors

SEC 13F filings are viewable for HCR Wealth Advisors going back to 2016

HCR Wealth Advisors 2025 Q3 filed Oct. 3, 2025
HCR Wealth Advisors 2025 Q2 filed July 17, 2025
HCR Wealth Advisors 2025 Q1 filed April 21, 2025
HCR Wealth Advisors 2024 Q4 filed Jan. 14, 2025
HCR Wealth Advisors 2024 Q3 filed Oct. 10, 2024
HCR Wealth Advisors 2024 Q2 filed Aug. 7, 2024
HCR Wealth Advisors 2024 Q1 filed May 10, 2024
HCR Wealth Advisors 2023 Q4 filed Feb. 9, 2024
HCR Wealth Advisors 2023 Q3 filed Oct. 20, 2023
HCR Wealth Advisors 2023 Q2 filed Aug. 10, 2023
HCR Wealth Advisors 2023 Q1 filed May 12, 2023
HCR Wealth Advisors 2022 Q4 filed Feb. 13, 2023
HCR Wealth Advisors 2022 Q3 filed Nov. 7, 2022
HCR Wealth Advisors 2022 Q2 filed Aug. 12, 2022
HCR Wealth Advisors 2022 Q1 filed May 5, 2022
HCR Wealth Advisors 2021 Q4 filed Feb. 4, 2022

View all past filings

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