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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, VXF, and represent 43.34% of HCR Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VXF (+$37M), IVV (+$6.6M), MU, NFLX, URI, NOW, IJH, XLU, ETN, IEFA.
Started 20 new stock positions in MDB, FLS, RLY, AGG, SYF, SNDK, GDXJ, Vanguard VNG Rus1000val ETF, USRT, EW. IJH, BDTX, CVS, COHR, C, VXF, SMH, DE, REGN, VNQ.
Reduced shares in these 10 stocks: IJR (-$37M), AME, AAPL, NVO, SHM, SHY, PEG, ETHE, STZ, SNOW.
Sold out of its positions in APP, Etf Opportunities Trust, ETHE, HIMS, VCV, PEG, SHM, SNOW, VO.
HCR Wealth Advisors was a net buyer of stock by $39M.
HCR Wealth Advisors has $1.0B in assets under management (AUM), dropping by 4.56%.
Central Index Key (CIK): 0001697715

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Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 255 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	14.4	$145M		534k	271.86	View chart
Vanguard Growth Index Fund ETF Etf (VUG)	10.5	$106M		217k	487.86	View chart
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)	9.1	$92M		642k	143.52	View chart
Nvidia Corp Common Stock (NVDA)	5.6	$57M		305k	186.50	View chart
Vanguard Extended Market ETF S &P Compl Common Stock (VXF)	3.7	$37M	NEW	178k	209.12	View chart
iShares Core S&P 500 ETF Etf (IVV)	3.5	$35M	+23%	51k	684.95	View chart
Alphabet Common Stock (GOOGL)	3.0	$30M		97k	313.00	View chart
Microsoft Common Stock (MSFT)	2.3	$23M	+2%	48k	483.63	View chart
First Trust Preferred Securities and Income ETF Etf (FPE)	1.8	$18M		998k	18.22	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	1.7	$17M	+3%	259k	67.22	View chart
Ametek Common Stock (AME)	1.6	$16M	-10%	78k	205.31	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	1.5	$16M	-70%	129k	120.18	View chart
Meta Platforms Common Stock (META)	1.3	$14M	+4%	20k	660.12	View chart
Palo Alto Networks Common Stock (PANW)	1.3	$13M		70k	184.20	View chart
Amazon.Com Common Stock (AMZN)	1.2	$12M	+2%	54k	230.82	View chart
Visa Common Stock (V)	1.2	$12M		34k	350.71	View chart
JPMorgan Chase & Co Common Stock (JPM)	1.0	$10M		31k	322.22	View chart
Broadcom Common Stock (AVGO)	1.0	$9.8M	+4%	28k	346.11	View chart
BlackRock Flexible Income ETF Etf (BINC)	0.9	$9.6M	+11%	182k	52.77	View chart
Janus Henderson Aaa Clo ETF IV Etf (JAAA)	0.8	$8.2M	+4%	162k	50.58	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.8	$8.0M	+2%	26k	313.81	View chart
SPDR Gold TR Gold Etf (GLD)	0.7	$7.5M	+2%	19k	396.31	View chart
Costco Wholesale Common Stock (COST)	0.7	$7.4M	+3%	8.6k	862.39	View chart
Tesla Motors Common Stock (TSLA)	0.7	$6.9M	+6%	15k	449.73	View chart
Invesco QQQ Trust Etf (QQQ)	0.7	$6.8M		11k	614.33	View chart
Spdr S&p 500 Etf Etf (SPY)	0.7	$6.6M	+2%	9.7k	681.96	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.6	$6.3M	+9%	118k	53.76	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.6	$6.1M	+10%	12k	502.65	View chart
Morgan Stanley Common Stock (MS)	0.5	$5.4M		31k	177.53	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.5	$5.4M		166k	32.62	View chart
Vertiv Holdings Co Class A Common Stock (VRT)	0.5	$5.2M		32k	162.01	View chart
Autozone Common Stock (AZO)	0.5	$5.2M		1.5k	3391.50	View chart
Autonation Common Stock (AN)	0.5	$5.1M		25k	206.48	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.5	$5.1M	+3%	8.2k	627.14	View chart
Oracle Corp Common Stock (ORCL)	0.5	$5.1M		26k	194.91	View chart
Thermo Fisher Common Stock (TMO)	0.5	$4.9M	+5%	8.4k	579.51	View chart
Utilities Select Etf (XLU)	0.4	$4.2M	+94%	99k	42.69	View chart
Micron Technology Common Stock (MU)	0.4	$4.2M	+1205%	15k	285.41	View chart
Boeing Common Stock (BA)	0.4	$4.2M		19k	217.12	View chart
iShares Trust 1-3 Etf (SHY)	0.4	$4.1M	-8%	50k	82.82	View chart
L3harris Common Stock (LHX)	0.4	$4.0M		14k	293.58	View chart
Wal-Mart Common Stock (WMT)	0.4	$3.9M		35k	111.41	View chart
Intercontinental Exchange Common Stock (ICE)	0.4	$3.9M		24k	161.96	View chart
Eaton Corp PLC F Common Stock (ETN)	0.4	$3.9M	+99%	12k	318.51	View chart
Conocophillips Common Stock (COP)	0.4	$3.8M	+5%	40k	93.61	View chart
NRG Energy Common Stock (NRG)	0.4	$3.6M		22k	159.24	View chart
Quanta Services Common Stock (PWR)	0.3	$3.4M		8.1k	422.07	View chart
American Water Works Common Stock (AWK)	0.3	$3.4M		26k	130.50	View chart
United Rentals Common Stock (URI)	0.3	$3.3M	+321%	4.1k	809.32	View chart
Invesco Senior Loan ETF Etf (BKLN)	0.3	$3.3M	-3%	156k	21.00	View chart
Abbvie Common Stock (ABBV)	0.3	$3.2M		14k	228.49	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.3	$3.2M	+98%	36k	89.46	View chart
Nextera Energy Common Stock (NEE)	0.3	$3.2M		40k	80.28	View chart
Netflix Common Stock (NFLX)	0.3	$3.2M	+919%	34k	93.76	View chart
CME Group Common Stock (CME)	0.3	$3.2M	+3%	12k	273.09	View chart
Chevron Corp. Common Stock (CVX)	0.3	$3.1M		20k	152.41	View chart
ServiceNow Common Stock (NOW)	0.3	$3.0M	+421%	20k	153.19	View chart
Stryker Corp Common Stock (SYK)	0.3	$3.0M	-2%	8.5k	351.49	View chart
Bank Of America Corp Common Stock (BAC)	0.3	$3.0M		54k	55.00	View chart
Caterpillar Common Stock (CAT)	0.3	$2.9M		5.0k	572.91	View chart
Home Depot Common Stock (HD)	0.3	$2.9M		8.4k	344.13	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.3	$2.8M	+12%	22k	125.88	View chart
Transdigm Group Common Stock (TDG)	0.3	$2.7M		2.0k	1330.17	View chart
ExxonMobil Common Stock (XOM)	0.3	$2.6M	+2%	22k	120.34	View chart
Starbucks Corp Common Stock (SBUX)	0.3	$2.6M		30k	84.21	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$2.5M		12k	206.95	View chart
Walt Disney Common Stock (DIS)	0.2	$2.4M	+6%	21k	113.77	View chart
Vanguard Total Stock Market Index Fund ETF Etf (VTI)	0.2	$2.4M	-6%	7.2k	335.28	View chart
Honeywell Common Stock (HON)	0.2	$2.3M		12k	195.10	View chart
Goldman Sachs Group Common Stock (GS)	0.2	$2.3M	+30%	2.6k	879.33	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$2.3M	+15%	36k	62.47	View chart
Mastercard Common Stock (MA)	0.2	$2.1M		3.7k	571.02	View chart
Allstate Corp Common Stock (ALL)	0.2	$2.1M		10k	208.15	View chart
iShares High Yield Corporat Bond ETF Etf (SHYG)	0.2	$2.1M		48k	42.87	View chart
PIMCO Enhanced SHRT Maturty Actv ETF Etf (MINT)	0.2	$2.1M	-10%	21k	100.34	View chart
iShares Core S&P Mid Cap Common Stock (IJH)	0.2	$2.1M	NEW	31k	66.00	View chart
ProShares Large Cap Core Plus ETF Etf (CSM)	0.2	$2.0M		26k	79.68	View chart
Johnson Controls Inter F Common Stock (JCI)	0.2	$1.9M		16k	119.75	View chart
iShares Bitcoin ETF Etf (IBIT)	0.2	$1.9M	+8%	39k	49.65	View chart
iShares US Technology ETF Etf (IYW)	0.2	$1.8M		9.2k	199.70	View chart
Freeport-Mcmoran Common Stock (FCX)	0.2	$1.8M		35k	50.79	View chart
RTX Corp Common Stock (RTX)	0.2	$1.7M	+17%	9.0k	183.41	View chart
First Trust TCW Unconstrained Plus Bond ETF Etf (UCON)	0.2	$1.7M	+21%	66k	25.17	View chart
Vanguard Small Cap ETF IV Etf (VB)	0.2	$1.6M	+517%	6.3k	257.98	View chart
First Trust TCW Opportunistic Fixed Income ETF Etf (FIXD)	0.2	$1.6M		36k	44.32	View chart
McDonalds Common Stock (MCD)	0.2	$1.6M		5.2k	305.65	View chart
Amgen Common Stock (AMGN)	0.2	$1.6M		4.8k	327.31	View chart
Blue Owl Cap Inc Class A Common Stock (OWL)	0.2	$1.6M	-8%	105k	14.94	View chart
Fedex Corp Common Stock (FDX)	0.2	$1.6M		5.4k	288.87	View chart
Zoetis Common Stock (ZTS)	0.2	$1.6M	-9%	12k	125.82	View chart
Alps Alerian MLP ETF Etf (AMLP)	0.2	$1.5M		33k	47.02	View chart
Lilly Eli & Co Common Stock (LLY)	0.1	$1.4M	+6%	1.3k	1075.16	View chart
Vanguard Information Technology Index Fund ETF Etf (VGT)	0.1	$1.4M		1.9k	753.84	View chart
Rocket Cos Common Stock (RKT)	0.1	$1.4M	+5%	73k	19.36	View chart
iShares 3-7 Year Treasury Bond ETF Etf (IEI)	0.1	$1.4M	-5%	12k	119.35	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.1	$1.4M	+99%	9.6k	143.97	View chart
Charles Schwab Corp Common Stock (SCHW)	0.1	$1.4M		14k	99.91	View chart
Procter & Gamble Common Stock (PG)	0.1	$1.3M	-3%	9.2k	143.32	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	0.1	$1.3M		14k	96.16	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.1	$1.3M	+30%	18k	74.07	View chart
iShares Russell 2000 ETF Etf (IWM)	0.1	$1.2M	+7%	5.1k	246.18	View chart
iShares California Muni Bond ETF Etf (CMF)	0.1	$1.2M	-6%	21k	57.46	View chart
Grayscale Bitcoin TR BTC Fund (GBTC)	0.1	$1.2M		17k	68.36	View chart
Altria Group Common Stock (MO)	0.1	$1.2M		20k	57.66	View chart
GE Vernova Common Stock (GEV)	0.1	$1.1M	+75%	1.7k	653.57	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$1.1M	+3%	12k	93.20	View chart
Aflac Common Stock (AFL)	0.1	$1.1M		9.6k	110.28	View chart
iShares Preferred Income Sec ETF IV Etf (PFF)	0.1	$1.1M	-11%	34k	30.96	View chart
Philip Morris Intl Common Stock (PM)	0.1	$1.0M	+3%	6.5k	160.41	View chart
General Electric Common Stock (GE)	0.1	$1.0M	+4%	3.3k	308.05	View chart
Adobe Common Stock (ADBE)	0.1	$1.0M	-11%	2.9k	349.99	View chart
Blackstone Common Stock (BX)	0.1	$1.0M	-2%	6.5k	154.15	View chart
iShares Core S&P Total US Stock Mark Etf (ITOT)	0.1	$999k		6.7k	148.69	View chart
PIMCO Active Bond ETF Etf (BOND)	0.1	$980k		11k	93.08	View chart
American States Water Common Stock (AWR)	0.1	$955k	-4%	13k	72.48	View chart
iShares Treasury Floating Rate B ETF Etf (TFLO)	0.1	$915k	-6%	18k	50.46	View chart
Marvell Technology Common Stock (MRVL)	0.1	$882k		10k	84.98	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$878k		1.6k	566.36	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$868k		7.0k	123.26	View chart
Church &dwight Common Stock (CHD)	0.1	$862k	-7%	10k	83.85	View chart
Constellation Brands Common Stock (STZ)	0.1	$847k	-22%	6.1k	137.96	View chart
Capital One FC Common Stock (COF)	0.1	$839k	+2%	3.5k	242.39	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$829k	+90%	19k	44.71	View chart
Intuit Common Stock (INTU)	0.1	$825k	+3%	1.2k	662.42	View chart
iShares MSCI USA QLTY Fact ETF Etf (QUAL)	0.1	$798k	+2%	4.0k	198.62	View chart
Schwab US Large Cap ETF Etf (SCHX)	0.1	$769k	+4%	29k	26.91	View chart
SPDR Dow Jones Industrial Avrg ETF Etf (DIA)	0.1	$758k		1.6k	480.61	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$721k		1.5k	483.67	View chart
Citigroup Common Stock (C)	0.1	$718k	NEW	6.2k	116.70	View chart
Advanced Micro Device In Common Stock (AMD)	0.1	$711k	+4%	3.3k	214.19	View chart
Coca-Cola Common Stock (KO)	0.1	$697k	+5%	10k	69.91	View chart
Palantir Technologies In Class A Common Stock (PLTR)	0.1	$693k	-5%	3.9k	177.75	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	0.1	$673k		8.5k	78.81	View chart
Vanguard Health Care ETF Etf (VHT)	0.1	$655k		2.3k	287.89	View chart
UnitedHealth Group Common Stock (UNH)	0.1	$653k	-5%	2.0k	330.12	View chart
Parker-Hannifin Corp Common Stock (PH)	0.1	$623k	+4%	709.00	878.96	View chart
American Express Common Stock (AXP)	0.1	$604k	+4%	1.6k	369.95	View chart
Amplify Cybersecurity ETF Etf (HACK)	0.1	$591k		7.4k	80.37	View chart
Nike Inc Class B Common Stock (NKE)	0.1	$587k		9.2k	63.71	View chart
Sherwin Williams Common Stock (SHW)	0.1	$564k		1.7k	324.03	View chart
SPDR S&P Midcap 400 ETF Etf (MDY)	0.1	$559k		926.00	603.47	View chart
Ibm Common Stock (IBM)	0.1	$557k	+7%	1.9k	296.21	View chart
First Dorsey Wright Focus 5 ETF IV Etf (FV)	0.1	$556k		8.8k	62.92	View chart
Salesforce Common Stock (CRM)	0.1	$548k	+33%	2.1k	264.91	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.1	$536k		5.6k	96.03	View chart
Novo-Nordisk As Vormal F Common Stock (NVO)	0.1	$526k	-43%	10k	50.88	View chart
Sempra Common Stock (SRE)	0.1	$516k	-4%	5.8k	88.29	View chart
Nexstar Media Group Inc Com CL A Common Stock (NXST)	0.1	$508k		2.5k	203.05	View chart
Linde PLC F Common Stock (LIN)	0.0	$500k	+5%	1.2k	426.39	View chart
iShares US Real Estate ETF Etf (IYR)	0.0	$494k		5.3k	93.90	View chart
iShares Core High Etf (HDV)	0.0	$493k		4.1k	121.61	View chart
iShares US Financials ETF Etf (IYF)	0.0	$486k	+5%	3.8k	128.93	View chart
Merck &co Common Stock (MRK)	0.0	$480k		4.6k	105.27	View chart
Taiwan Semiconductr F Common Stock (TSM)	0.0	$478k		1.6k	303.89	View chart
Vanguard Muni BND Tax Common Stock (VTEB)	0.0	$469k		9.3k	50.29	View chart
Select STR Financial Select SPDR ETF Etf (XLF)	0.0	$469k		8.6k	54.77	View chart
Gabelli Equity CF Fund (GAB)	0.0	$465k		75k	6.17	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.0	$460k		8.4k	54.72	View chart
Verizon Common Stock (VZ)	0.0	$459k		11k	40.73	View chart
iShares Biotechnology ETF Etf (IBB)	0.0	$458k		2.7k	168.82	View chart
Schwab International Equity ETF Etf (SCHF)	0.0	$457k	+27%	19k	24.04	View chart
Cadiz Common Stock (CDZI)	0.0	$457k	+8%	81k	5.61	View chart
Phillips 66 Common Stock (PSX)	0.0	$454k		3.5k	129.04	View chart
iShares JP Morgan Usd Emerging Marke Etf (EMB)	0.0	$454k		4.7k	96.28	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.0	$452k		2.1k	212.07	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.0	$435k		919.00	473.35	View chart
iShares Short Term NTNL Mun BND ETF Etf (SUB)	0.0	$427k		4.0k	106.70	View chart
First Trust Managed Municipal ETF IV Etf (FMB)	0.0	$427k		8.3k	51.13	View chart
SPDR Nuveen BLMG HG YL MP BND ETF Etf (HYMB)	0.0	$425k	+69%	17k	24.94	View chart
iShares US Aerospace Defense ETF Etf (ITA)	0.0	$423k	-4%	2.0k	214.69	View chart
iShares iBoxx $ Etf (LQD)	0.0	$420k	-5%	3.8k	110.19	View chart
Vaneck Gold Miners ETF Etf (GDX)	0.0	$415k	-8%	4.8k	85.77	View chart
Schwab US Small Cap ETF Etf (SCHA)	0.0	$415k	+17%	15k	28.48	View chart
MGM Resorts Intl Common Stock (MGM)	0.0	$413k		11k	36.49	View chart
FT Vest Fund Of Buffer ETF Etf (BUFR)	0.0	$403k	+57%	12k	34.26	View chart
TJX Companies Common Stock (TJX)	0.0	$391k	-3%	2.5k	153.61	View chart
Clorox Common Stock (CLX)	0.0	$391k	-8%	3.9k	100.83	View chart
Stifel Finl Common Stock (SF)	0.0	$380k		3.0k	125.22	View chart
iShares S&P Mid Cap 400 GRWTH ETF Etf (IJK)	0.0	$379k		3.9k	96.88	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	0.0	$379k	NEW	3.8k	99.88	View chart
Moodys Corp Common Stock (MCO)	0.0	$372k	+3%	729.00	510.85	View chart
Alnylam Pharmaceutl Common Stock (ALNY)	0.0	$367k		924.00	397.65	View chart
Vanguard Real Estate ETF Etf (VNQ)	0.0	$366k	NEW	4.1k	88.49	View chart
Progressive Co Ohio Common Stock (PGR)	0.0	$358k	+5%	1.6k	227.72	View chart
iShares MSCI USA Esg Select ETF Etf (SUSA)	0.0	$355k		2.6k	139.34	View chart
Invesco Aerospace & Defense ETF Etf (PPA)	0.0	$334k		2.1k	156.63	View chart
SPDR Ssga Multi Asset Real Retur ETF Etf (RLY)	0.0	$333k	NEW	11k	31.45	View chart
iShares TIPS Bond ETF Etf (TIP)	0.0	$331k	-4%	3.0k	109.91	View chart
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL)	0.0	$328k	-15%	3.6k	91.41	View chart
Invesco S&P 500 Low Volatility ETF Etf (SPLV)	0.0	$320k	-12%	4.5k	71.42	View chart
Pepsico Common Stock (PEP)	0.0	$319k		2.2k	143.54	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.0	$316k		5.3k	60.18	View chart
iShares Select Dividend ETF Etf (DVY)	0.0	$316k	-22%	2.2k	141.14	View chart
Ameren Corp Common Stock (AEE)	0.0	$307k		3.1k	99.86	View chart
Travelers Common Stock (TRV)	0.0	$304k	+2%	1.0k	290.06	View chart
Rivian Automotive Inc Class A Common Stock (RIVN)	0.0	$299k		15k	19.71	View chart
Asml Holding N V F Common Stock (ASML)	0.0	$296k	-19%	277.00	1069.86	View chart
iShares Gold ETF Etf (IAU)	0.0	$292k		3.6k	81.17	View chart
Amplify TRNSFRMTNL Data SHRNG ETF Etf (BLOK)	0.0	$285k		5.0k	56.89	View chart
Select Sector Health Care SPDR ETF Etf (XLV)	0.0	$284k	+6%	1.8k	154.80	View chart
Invesco FTSE Rafi US 1000 ETF Etf (PRF)	0.0	$282k		6.0k	46.92	View chart
Trane Technologies PLC F Common Stock (TT)	0.0	$281k	+3%	721.00	389.20	View chart
Amplify Ai Powered Equity ETF Etf (AIEQ)	0.0	$277k		6.1k	45.15	View chart
Northrop Grumman Common Stock (NOC)	0.0	$270k		473.00	570.40	View chart
CSX Corp Common Stock (CSX)	0.0	$269k		7.4k	36.25	View chart
Shell PLC F Common Stock (SHEL)	0.0	$268k		3.7k	73.48	View chart
Grayscale Bitcoin Mini Trust ETF Etf (BTC)	0.0	$265k		6.8k	38.73	View chart
Marsh & MC Lennan Common Stock	0.0	$263k	+6%	1.4k	185.52	View chart
Synopsys Common Stock (SNPS)	0.0	$261k	+2%	555.00	469.72	View chart
Flowserve Corp Common Stock (FLS)	0.0	$260k	NEW	3.8k	69.38	View chart
Qualcomm Common Stock (QCOM)	0.0	$259k	+14%	1.5k	171.14	View chart
iShares Core US REIT ETF Etf (USRT)	0.0	$258k	NEW	4.5k	56.96	View chart
Sandisk Corp Common Stock (SNDK)	0.0	$254k	NEW	1.1k	237.38	View chart
SPDR Gold Minishares Etv Etf (GLDM)	0.0	$253k		3.0k	85.37	View chart
Brit Amer Tobacco F Un Common Stock (BTI)	0.0	$250k		4.4k	56.62	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$247k		4.7k	52.85	View chart
Idexx Labs Common Stock (IDXX)	0.0	$245k		362.00	676.53	View chart
United Parcel SRVC Class B Common Stock (UPS)	0.0	$245k		2.5k	99.19	View chart
Shopify Inc F Class A Common Stock (SHOP)	0.0	$242k	-6%	1.5k	160.97	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$242k		8.8k	27.43	View chart
Vaneck Semiconductor ETF Etf (SMH)	0.0	$241k	NEW	668.00	360.13	View chart
Coherent Corp Common Stock (COHR)	0.0	$240k	NEW	1.3k	184.57	View chart
iShares Morningstar US Equity ETF Etf (ILCB)	0.0	$239k		2.5k	94.38	View chart
Ford Motor Common Stock (F)	0.0	$237k		18k	13.12	View chart
iShares TR 20 YR TR Etf (TLT)	0.0	$236k	-41%	2.7k	87.18	View chart
McCormick &company Common Stock (MKC)	0.0	$234k		3.4k	68.11	View chart
Synchrony Finl Common Stock (SYF)	0.0	$233k	NEW	2.8k	83.43	View chart
Vanguard VNG Rus1000val ETF Common Stock	0.0	$231k	NEW	2.5k	92.30	View chart
iShares S&P Mid Cap 400 Value ETF Etf (IJJ)	0.0	$229k		1.7k	131.59	View chart
CIGNA Group Common Stock (CI)	0.0	$222k		807.00	275.23	View chart
Regeneron Pharms Common Stock (REGN)	0.0	$221k	NEW	286.00	771.87	View chart
VGRD Itc ETF DV Etf (VCIT)	0.0	$219k	+2%	2.6k	83.75	View chart
iShares Semiconductor ETF IV Etf (SOXX)	0.0	$218k		723.00	301.15	View chart
Pure Storage Common Stock (PSTG)	0.0	$215k		3.2k	67.01	View chart
CVS Health Corp Common Stock (CVS)	0.0	$215k	NEW	2.7k	79.38	View chart
Magnite Common Stock (MGNI)	0.0	$211k		13k	16.23	View chart
Mondelez Intl Class A Common Stock (MDLZ)	0.0	$211k		3.9k	53.83	View chart
SPDR Fund Consumer Discre Select ETF Etf (XLY)	0.0	$208k	+101%	1.7k	119.41	View chart
Edwards Lifesciences Common Stock (EW)	0.0	$206k	NEW	2.4k	85.25	View chart
Colgate-Palmolive Common Stock (CL)	0.0	$206k	-7%	2.6k	79.02	View chart
Crowdstrike HLDGS Inc Class A Common Stock (CRWD)	0.0	$205k	+6%	438.00	468.76	View chart
Aon PLC F Class A Common Stock (AON)	0.0	$205k		581.00	352.88	View chart
Invsc S P 500 Equal Weight ETF Etf (RSP)	0.0	$205k	-10%	1.1k	191.70	View chart
Vaneck Junior Gold Miners ETF Etf (GDXJ)	0.0	$205k	NEW	1.8k	113.78	View chart
Consolidated Edison Common Stock (ED)	0.0	$202k	-6%	2.0k	99.32	View chart
Deere & Co Common Stock (DE)	0.0	$202k	NEW	434.00	465.74	View chart
Schwab U.S. TIPS ETF Etf (SCHP)	0.0	$200k		7.6k	26.49	View chart
Mongodb Inc Class A Common Stock (MDB)	0.0	$200k	NEW	477.00	419.69	View chart
C V B Finl Corp Common Stock (CVBF)	0.0	$186k		10k	18.60	View chart
Kennedy Wilson HLDGS Common Stock (KW)	0.0	$184k		19k	9.67	View chart
Neonc Technologies HLDGS Common Stock (NTHI)	0.0	$124k		15k	8.27	View chart
Nokia Oyj F Common Stock (NOK)	0.0	$100k		15k	6.47	View chart
Black Diamond Therapeuti Common Stock (BDTX)	0.0	$66k	NEW	27k	2.43	View chart
Editas Medicine Incorpor Common Stock (EDIT)	0.0	$35k		17k	2.05	View chart
Mobix Labs Inc Class A Common Stock (MOBX)	0.0	$8.0k		30k	0.27	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 Q4 filed Jan. 27, 2026
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

View all past filings

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