Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, IJR, NVDA, and represent 45.08% of HCR Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IEMG (+$10M), BINC, NVDA, AVGO, CSM, SPY, VYM, VTI, NXST, VUG.
Started 15 new stock positions in NXST, AON, VCIT, ILCB, XLP, CMCSA, GLYC, ED, IJJ, BINC. PEG, SRE, MU, TGT, SCHD.
Reduced shares in these 10 stocks: SCHP (-$6.1M), DE, JBL, GBTC, IBB, MGM, TSLA, APO, URI, UBER.
Sold out of its positions in APO, F, JBL, PSTG, UBER, VRTX.
HCR Wealth Advisors was a net buyer of stock by $26M.
HCR Wealth Advisors has $764M in assets under management (AUM), dropping by 9.21%.
Central Index Key (CIK): 0001697715

Tip: Access up to 7 years of quarterly data

Positions held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 229 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	16.2	$124M		531k	233.00	View chart
Vanguard Growth Index Fund ETF Etf (VUG)	9.7	$74M		193k	383.93	View chart
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)	9.4	$72M		559k	128.20	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	5.6	$43M		368k	116.96	View chart
Nvidia Corp Common Stock (NVDA)	4.2	$32M	+9%	265k	121.44	View chart
Microsoft Common Stock (MSFT)	2.6	$20M		47k	430.30	View chart
iShares Core S&P 500 ETF Etf (IVV)	2.6	$20M		35k	576.83	View chart
Ametek Common Stock (AME)	2.5	$19M		112k	171.71	View chart
First Trust Preferred Securities and Income ETF Etf (FPE)	2.1	$16M		882k	18.10	View chart
Alphabet Common Stock (GOOGL)	2.1	$16M		96k	165.85	View chart
Palo Alto Networks Common Stock (PANW)	1.5	$12M		34k	341.80	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	1.5	$11M	+908%	196k	57.41	View chart
Meta Platforms Common Stock (META)	1.3	$10M		18k	572.45	View chart
Amazon.Com Common Stock (AMZN)	1.3	$9.6M	+3%	51k	186.33	View chart
Visa Common Stock (V)	1.2	$8.9M		32k	274.95	View chart
Costco Wholesale Common Stock (COST)	0.9	$7.1M		8.0k	886.59	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.8	$6.3M		30k	210.86	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.7	$5.4M		114k	47.85	View chart
Invesco QQQ Trust Etf (QQQ)	0.7	$5.4M	+6%	11k	488.10	View chart
Spdr S&p 500 Etf Etf (SPY)	0.7	$5.2M	+22%	9.1k	573.78	View chart
Autozone Common Stock (AZO)	0.7	$5.1M		1.6k	3150.04	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.7	$5.0M		11k	460.26	View chart
iShares Trust 1-3 Etf (SHY)	0.7	$5.0M		60k	83.15	View chart
iShares TR 20 YR TR Etf (TLT)	0.6	$4.6M		47k	98.10	View chart
Thermo Fisher Common Stock (TMO)	0.6	$4.6M	+9%	7.4k	618.62	View chart
Autonation Common Stock (AN)	0.6	$4.4M		25k	178.92	View chart
BlackRock Flexible Income ETF Etf (BINC)	0.6	$4.4M	NEW	82k	53.53	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.6	$4.3M		41k	104.18	View chart
Oracle Corp Common Stock (ORCL)	0.6	$4.2M		25k	170.40	View chart
Utilities Select Etf (XLU)	0.5	$4.1M	+2%	50k	80.78	View chart
SPDR Gold TR Gold Etf (GLD)	0.5	$4.0M	+5%	16k	243.06	View chart
American Water Works Common Stock (AWK)	0.5	$4.0M		27k	146.24	View chart
Conocophillips Common Stock (COP)	0.5	$3.8M		36k	105.28	View chart
Tesla Motors Common Stock (TSLA)	0.5	$3.8M	-6%	14k	261.64	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.5	$3.7M	-2%	22k	167.19	View chart
Intercontinental Exchange Common Stock (ICE)	0.5	$3.7M	+2%	23k	160.64	View chart
Home Depot Common Stock (HD)	0.5	$3.7M	+6%	9.0k	405.24	View chart
Nextera Energy Common Stock (NEE)	0.5	$3.4M		41k	84.53	View chart
Chevron Corp. Common Stock (CVX)	0.4	$3.2M		22k	147.27	View chart
Invesco Senior Loan ETF Etf (BKLN)	0.4	$3.1M	-2%	148k	21.01	View chart
Starbucks Corp Common Stock (SBUX)	0.4	$3.1M	-3%	32k	97.49	View chart
Zoetis Common Stock (ZTS)	0.4	$3.0M	+15%	16k	195.38	View chart
Boeing Common Stock (BA)	0.4	$3.0M		20k	152.04	View chart
L3harris Common Stock (LHX)	0.4	$2.9M	+3%	12k	237.88	View chart
Wal-Mart Common Stock (WMT)	0.4	$2.8M		35k	80.75	View chart
Abbvie Common Stock (ABBV)	0.4	$2.8M		14k	197.49	View chart
ServiceNow Common Stock (NOW)	0.4	$2.8M	+6%	3.1k	894.39	View chart
Morgan Stanley Common Stock (MS)	0.4	$2.7M	+2%	26k	104.24	View chart
Stryker Corp Common Stock (SYK)	0.4	$2.7M		7.4k	361.27	View chart
ExxonMobil Common Stock (XOM)	0.3	$2.5M	+2%	21k	117.22	View chart
Merck &co Common Stock (MRK)	0.3	$2.4M		21k	113.56	View chart
Honeywell Common Stock (HON)	0.3	$2.4M		12k	206.72	View chart
CME Group Common Stock (CME)	0.3	$2.3M		10k	220.65	View chart
PIMCO Enhanced SHRT Maturty Actv ETF Etf (MINT)	0.3	$2.3M	+4%	22k	100.69	View chart
Constellation Brands Common Stock (STZ)	0.3	$2.3M		8.8k	257.69	View chart
Bank Of America Corp Common Stock (BAC)	0.3	$2.2M	+4%	56k	39.68	View chart
Netflix Common Stock (NFLX)	0.3	$2.2M	+3%	3.1k	709.27	View chart
iShares High Yield Corporat Bond ETF Etf (SHYG)	0.3	$2.2M		50k	43.42	View chart
Broadcom Common Stock (AVGO)	0.3	$2.1M	+1538%	12k	172.50	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	0.3	$2.1M	+32%	22k	98.12	View chart
iShares Treasury Floating Rate B ETF Etf (TFLO)	0.3	$2.1M	-8%	41k	50.60	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$1.9M	+3%	12k	162.06	View chart
Mastercard Common Stock (MA)	0.2	$1.9M		3.8k	493.83	View chart
Allstate Corp Common Stock (ALL)	0.2	$1.9M		9.9k	189.65	View chart
Adobe Common Stock (ADBE)	0.2	$1.8M	+5%	3.4k	517.78	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.2	$1.8M	+23%	15k	118.54	View chart
Walt Disney Common Stock (DIS)	0.2	$1.8M	+2%	18k	96.19	View chart
Vanguard Total Stock Market Index Fund ETF Etf (VTI)	0.2	$1.8M	+100%	6.2k	283.16	View chart
Procter & Gamble Common Stock (PG)	0.2	$1.7M	+3%	10k	173.21	View chart
Quanta Services Common Stock (PWR)	0.2	$1.7M	+35%	5.7k	298.15	View chart
First Trust TCW Opportunistic Fixed Income ETF Etf (FIXD)	0.2	$1.7M	-11%	37k	45.24	View chart
ProShares Large Cap Core Plus ETF Etf (CSM)	0.2	$1.7M	+414%	26k	65.37	View chart
Fedex Corp Common Stock (FDX)	0.2	$1.7M		6.1k	273.72	View chart
McDonalds Common Stock (MCD)	0.2	$1.6M		5.4k	304.56	View chart
Janus Henderson Aaa Clo ETF IV Etf (JAAA)	0.2	$1.6M	+12%	32k	50.88	View chart
iShares Biotechnology ETF Etf (IBB)	0.2	$1.6M	-20%	11k	145.61	View chart
Amgen Common Stock (AMGN)	0.2	$1.5M		4.7k	322.21	View chart
Freeport-Mcmoran Common Stock (FCX)	0.2	$1.5M	+5%	30k	49.92	View chart
Alps Alerian MLP ETF Etf (AMLP)	0.2	$1.5M	+4%	32k	47.13	View chart
Rocket Cos Common Stock (RKT)	0.2	$1.5M		78k	19.19	View chart
Caterpillar Common Stock (CAT)	0.2	$1.5M	+9%	3.8k	391.21	View chart
iShares 3-7 Year Treasury Bond ETF Etf (IEI)	0.2	$1.5M		12k	119.60	View chart
iShares US Technology ETF Etf (IYW)	0.2	$1.5M		9.7k	151.63	View chart
Novo-Nordisk As Vormal F Common Stock (NVO)	0.2	$1.4M	+36%	12k	119.07	View chart
iShares Preferred Income Sec ETF IV Etf (PFF)	0.2	$1.4M		42k	33.23	View chart
Cadiz Common Stock (CDZI)	0.2	$1.4M	+24%	456k	3.03	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$1.4M	+3%	26k	52.81	View chart
iShares California Muni Bond ETF Etf (CMF)	0.2	$1.4M	+2%	23k	58.11	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.2	$1.3M	+31%	2.5k	527.70	View chart
UnitedHealth Group Common Stock (UNH)	0.2	$1.3M	+2%	2.3k	584.74	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.2	$1.3M	+9%	16k	78.05	View chart
Lilly Eli & Co Common Stock (LLY)	0.2	$1.3M	-2%	1.4k	886.31	View chart
Johnson Controls Inter F Common Stock (JCI)	0.2	$1.3M		16k	77.61	View chart
Church &dwight Common Stock (CHD)	0.2	$1.2M		12k	104.72	View chart
Clorox Common Stock (CLX)	0.1	$1.1M		6.8k	162.93	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.1	$1.1M	-4%	4.8k	225.76	View chart
iShares Bitcoin ETF Etf (IBIT)	0.1	$1.1M	+144%	30k	36.13	View chart
Altria Group Common Stock (MO)	0.1	$1.1M		21k	51.04	View chart
iShares Russell 2000 ETF Etf (IWM)	0.1	$1.1M	+5%	4.8k	220.91	View chart
Aflac Common Stock (AFL)	0.1	$1.0M		9.2k	111.81	View chart
Vanguard Information Technology Index Fund ETF Etf (VGT)	0.1	$1.0M	+21%	1.7k	586.52	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$1.0M	+10%	12k	87.80	View chart
PIMCO Active Bond ETF Etf (BOND)	0.1	$995k		11k	94.61	View chart
American States Water Common Stock (AWR)	0.1	$965k		12k	83.29	View chart
US Bancorp Common Stock (USB)	0.1	$910k		20k	45.73	View chart
Grayscale Bitcoin TR BTC Fund (GBTC)	0.1	$901k	-36%	18k	50.50	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$854k	+52%	1.5k	584.56	View chart
iShares Core S&P Total US Stock Mark Etf (ITOT)	0.1	$848k		6.7k	125.62	View chart
Charles Schwab Corp Common Stock (SCHW)	0.1	$841k		13k	64.81	View chart
Nexstar Media Group Inc Com CL A Common Stock (NXST)	0.1	$827k	NEW	5.0k	165.35	View chart
Intuit Common Stock (INTU)	0.1	$811k	+36%	1.3k	621.00	View chart
Philip Morris Intl Common Stock (PM)	0.1	$768k		6.3k	121.42	View chart
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL)	0.1	$763k	-11%	8.3k	91.81	View chart
Marvell Technology Common Stock (MRVL)	0.1	$748k		10k	72.12	View chart
SPDR Dow Jones Industrial Avrg ETF Etf (DIA)	0.1	$735k	+59%	1.7k	423.15	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$719k	-2%	1.5k	495.11	View chart
Nike Inc Class B Common Stock (NKE)	0.1	$719k	-5%	8.1k	88.41	View chart
Coca-Cola Common Stock (KO)	0.1	$710k	-2%	9.9k	71.86	View chart
Sherwin Williams Common Stock (SHW)	0.1	$700k	+42%	1.8k	381.67	View chart
Vanguard Health Care ETF Etf (VHT)	0.1	$687k	-3%	2.4k	282.21	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$674k		7.0k	95.75	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.1	$655k	+3%	8.7k	75.11	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$644k		11k	56.49	View chart
RTX Corp Common Stock (RTX)	0.1	$629k	+20%	5.2k	121.16	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	0.1	$625k		7.9k	78.69	View chart
SPDR S&P Midcap 400 ETF Etf (MDY)	0.1	$615k		1.1k	569.73	View chart
General Electric Common Stock (GE)	0.1	$607k		3.2k	188.62	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.1	$594k	-4%	12k	51.74	View chart
iShares iBoxx $ Etf (LQD)	0.1	$586k	+3%	5.2k	112.98	View chart
iShares US Real Estate ETF Etf (IYR)	0.1	$580k		5.7k	101.88	View chart
American Express Common Stock (AXP)	0.1	$563k		2.1k	271.20	View chart
Advanced Micro Device In Common Stock (AMD)	0.1	$541k		3.3k	164.10	View chart
iShares Core High Etf (HDV)	0.1	$539k	+58%	4.6k	117.62	View chart
Linde PLC F Common Stock (LIN)	0.1	$534k	+67%	1.1k	476.86	View chart
Sempra Common Stock (SRE)	0.1	$530k	NEW	6.3k	83.63	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$525k		1.1k	491.27	View chart
Carrier Global Corp Common Stock (CARR)	0.1	$521k	-14%	6.5k	80.49	View chart
First Dorsey Wright Focus 5 ETF IV Etf (FV)	0.1	$515k		8.8k	58.27	View chart
iShares JP Morgan Usd Emerging Marke Etf (EMB)	0.1	$499k		5.3k	93.58	View chart
Eaton Corp PLC F Common Stock (ETN)	0.1	$484k	+43%	1.5k	331.44	View chart
iShares TIPS Bond ETF Etf (TIP)	0.1	$480k		4.3k	110.47	View chart
iShares Select Dividend ETF Etf (DVY)	0.1	$476k		3.5k	135.07	View chart
Vanguard Muni BND Tax Common Stock (VTEB)	0.1	$475k		9.3k	51.12	View chart
Discover Finl S Common Stock (DFS)	0.1	$457k		3.3k	140.29	View chart
Blackstone Common Stock (BX)	0.1	$454k	-32%	3.0k	153.16	View chart
Verizon Common Stock (VZ)	0.1	$450k	+6%	10k	44.91	View chart
McCormick &company Common Stock (MKC)	0.1	$449k		5.5k	82.30	View chart
Pepsico Common Stock (PEP)	0.1	$445k	+16%	2.6k	170.07	View chart
MGM Resorts Intl Common Stock (MGM)	0.1	$439k	-45%	11k	39.09	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.1	$438k		2.2k	197.17	View chart
First Trust Managed Municipal ETF IV Etf (FMB)	0.1	$434k		8.3k	51.96	View chart
iShares US Financials ETF Etf (IYF)	0.1	$429k	+4%	4.1k	103.93	View chart
iShares Short Term NTNL Mun BND ETF Etf (SUB)	0.1	$425k		4.0k	106.19	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.1	$423k		5.1k	83.63	View chart
Universal Display Common Stock (OLED)	0.1	$420k		2.0k	209.90	View chart
Gabelli Equity CF Fund (GAB)	0.1	$414k		75k	5.49	View chart
Wisdomtree Int RT HDG HGH YLD ETF Etf (HYZD)	0.1	$399k		18k	22.14	View chart
Taiwan Semiconductr F Common Stock (TSM)	0.1	$397k	-18%	2.3k	173.67	View chart
Parker-Hannifin Corp Common Stock (PH)	0.1	$391k		619.00	631.82	View chart
Ibm Common Stock (IBM)	0.1	$388k		1.8k	221.08	View chart
Chipotle Mexican GRL Common Stock (CMG)	0.1	$386k	+63%	6.7k	57.62	View chart
Vaneck Gold Miners ETF Etf (GDX)	0.1	$383k		9.6k	39.82	View chart
Progressive Co Ohio Common Stock (PGR)	0.1	$382k		1.5k	253.76	View chart
Invesco S&P 500 Low Volatility ETF Etf (SPLV)	0.0	$381k	+4%	5.3k	71.73	View chart
TJX Companies Common Stock (TJX)	0.0	$375k	+64%	3.2k	117.54	View chart
Salesforce Common Stock (CRM)	0.0	$372k	+9%	1.4k	273.71	View chart
iShares S&P Mid Cap 400 GRWTH ETF Etf (IJK)	0.0	$367k		4.0k	91.93	View chart
United Parcel SRVC Class B Common Stock (UPS)	0.0	$358k		2.6k	136.34	View chart
iShares US Aerospace Defense ETF Etf (ITA)	0.0	$346k	-8%	2.3k	149.64	View chart
Amplify Cybersecurity ETF Etf (HACK)	0.0	$343k	+11%	5.0k	68.28	View chart
Phillips 66 Common Stock (PSX)	0.0	$342k		2.6k	131.45	View chart
Select Sector Health Care SPDR ETF Etf (XLV)	0.0	$340k	+2%	2.2k	154.02	View chart
Accenture PLC F Class A Common Stock (ACN)	0.0	$335k	+7%	948.00	353.48	View chart
Marsh & MC Lennan Common Stock (MMC)	0.0	$327k		1.5k	223.09	View chart
NRG Energy Common Stock (NRG)	0.0	$325k	-22%	3.6k	91.10	View chart
Schwab US Small Cap ETF Etf (SCHA)	0.0	$319k	+25%	6.2k	51.51	View chart
iShares MSCI USA Esg Select ETF Etf (SUSA)	0.0	$316k	+3%	2.6k	120.37	View chart
Asml Holding N V F Common Stock (ASML)	0.0	$309k		371.00	833.25	View chart
Schwab International Equity ETF Etf (SCHF)	0.0	$309k		7.5k	41.12	View chart
Regeneron Pharms Common Stock (REGN)	0.0	$291k		277.00	1051.24	View chart
Ameren Corp Common Stock (AEE)	0.0	$289k		3.3k	87.46	View chart
Stifel Finl Common Stock (SF)	0.0	$287k		3.1k	93.90	View chart
Moodys Corp Common Stock (MCO)	0.0	$285k		600.00	474.59	View chart
Colgate-Palmolive Common Stock (CL)	0.0	$283k		2.7k	103.81	View chart
iShares MSCI USA QLTY Fact ETF Etf (QUAL)	0.0	$283k	+14%	1.6k	179.30	View chart
CIGNA Group Common Stock (CI)	0.0	$281k		812.00	346.44	View chart
Mondelez Intl Class A Common Stock (MDLZ)	0.0	$279k		3.8k	73.67	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.0	$275k	+20%	4.8k	57.83	View chart
Trane Technologies PLC F Common Stock (TT)	0.0	$273k		701.00	388.73	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.0	$272k	+2%	5.9k	45.87	View chart
Northrop Grumman Common Stock (NOC)	0.0	$271k	-2%	514.00	528.07	View chart
Synopsys Common Stock (SNPS)	0.0	$270k		534.00	506.39	View chart
SPDR Nuven BLM SHT TM MPL BND ETF Etf (SHM)	0.0	$265k		5.5k	48.14	View chart
SPDR Nuveen BLMG HG YL MP BND ETF Etf (HYMB)	0.0	$264k		10k	26.27	View chart
Amplify TRNSFRMTNL Data SHRNG ETF Etf (BLOK)	0.0	$263k		7.0k	37.52	View chart
Deere & Co Common Stock (DE)	0.0	$260k	-79%	623.00	417.43	View chart
Danaher Corp Common Stock (DHR)	0.0	$259k	+13%	933.00	278.02	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.0	$258k	+11%	687.00	375.68	View chart
Snap Inc Class A Common Stock (SNAP)	0.0	$258k	+3%	24k	10.70	View chart
CSX Corp Common Stock (CSX)	0.0	$257k		7.4k	34.53	View chart
Select STR Financial Select SPDR ETF Etf (XLF)	0.0	$256k	-3%	5.6k	45.32	View chart
Alnylam Pharmaceutl Common Stock (ALNY)	0.0	$254k		924.00	275.03	View chart
SPDR Fund Consumer Staples ETF Etf (XLP)	0.0	$249k	NEW	3.0k	83.00	View chart
Micron Technology Common Stock (MU)	0.0	$245k	NEW	2.4k	103.71	View chart
Invesco FTSE Rafi US 1000 ETF Etf (PRF)	0.0	$244k		6.0k	40.63	View chart
Shell PLC F Common Stock (SHEL)	0.0	$241k		3.7k	65.95	View chart
Travelers Common Stock (TRV)	0.0	$240k		1.0k	234.12	View chart
Qualcomm Common Stock (QCOM)	0.0	$238k		1.4k	170.06	View chart
United Rentals Common Stock (URI)	0.0	$236k	-50%	292.00	809.73	View chart
Target Corp Common Stock (TGT)	0.0	$234k	NEW	1.5k	155.89	View chart
Aon PLC F Class A Common Stock (AON)	0.0	$234k	NEW	676.00	345.99	View chart
Martin Marietta Material Common Stock (MLM)	0.0	$229k		425.00	538.25	View chart
Amplify Ai Powered Equity ETF Etf (AIEQ)	0.0	$229k		6.1k	37.54	View chart
Consolidated Edison Common Stock (ED)	0.0	$228k	NEW	2.2k	104.13	View chart
Schwab U.S. TIPS ETF Etf (SCHP)	0.0	$227k	-96%	4.2k	53.63	View chart
iShares S&P Mid Cap 400 Value ETF Etf (IJJ)	0.0	$215k	NEW	1.7k	123.69	View chart
BlackRock Common Stock (BLK)	0.0	$215k	-21%	226.00	949.51	View chart
Kennedy Wilson HLDGS Common Stock (KW)	0.0	$210k		19k	11.05	View chart
Comcast Corp Class A Common Stock (CMCSA)	0.0	$210k	NEW	5.0k	41.77	View chart
Pub SVC Enterpise GP Common Stock (PEG)	0.0	$207k	NEW	2.3k	89.21	View chart
VGRD Itc ETF DV Etf (VCIT)	0.0	$202k	NEW	2.4k	83.75	View chart
iShares Morningstar US Equity ETF Etf (ILCB)	0.0	$201k	NEW	2.5k	79.23	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$200k	NEW	2.4k	84.54	View chart
Magnite Common Stock (MGNI)	0.0	$180k		13k	13.85	View chart
C V B Finl Corp Common Stock (CVBF)	0.0	$178k		10k	17.82	View chart
Nokia Oyj F Common Stock (NOK)	0.0	$67k		15k	4.37	View chart
Editas Medicine Incorpor Common Stock (EDIT)	0.0	$58k		17k	3.41	View chart
Quantumscape Corp Class A Common Stock (QS)	0.0	$58k		10k	5.75	View chart
Glycomimetics Common Stock (GLYC)	0.0	$17k	NEW	100k	0.17	View chart

Past Filings by HCR Wealth Advisors

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

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
HCR Wealth Advisors 2021 Q3 filed Nov. 2, 2021
HCR Wealth Advisors 2021 Q2 filed July 21, 2021
HCR Wealth Advisors 2021 Q1 filed May 13, 2021
HCR Wealth Advisors 2020 Q4 filed Feb. 4, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z