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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, IJR, NVDA, and represent 46.36% of HCR Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: PANW (+$6.2M), SCHG, VYM, VUG, VOO, TDG, IJR, IVV, BINC, JAAA.
Started 12 new stock positions in ETHE, APO, SH, VRT, PYPL, BLK, FI, URA, TDG, USFR. GEV, RIVN.
Reduced shares in these 10 stocks: AME, IBB, FPE, TLT, , IEF, AMZN, DHR, ZTS, MU.
Sold out of its positions in BlackRock, CMCSA, ED, DHR, GLYC, MLM, MU, PEG, QS, REGN. SCHD, TGT, VCIT.
HCR Wealth Advisors was a net buyer of stock by $21M.
HCR Wealth Advisors has $798M in assets under management (AUM), dropping by 4.45%.
Central Index Key (CIK): 0001697715

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Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 228 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	16.6	$133M		530k	250.42	View chart
Vanguard Growth Index Fund ETF Etf (VUG)	10.3	$83M	+4%	201k	410.44	View chart
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)	9.3	$75M	+4%	585k	127.59	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	5.5	$44M	+4%	384k	115.22	View chart
Nvidia Corp Common Stock (NVDA)	4.5	$36M		269k	134.29	View chart
iShares Core S&P 500 ETF Etf (IVV)	2.8	$22M	+7%	38k	588.69	View chart
Microsoft Common Stock (MSFT)	2.5	$20M		47k	421.50	View chart
Alphabet Common Stock (GOOGL)	2.3	$18M		96k	189.30	View chart
Ametek Common Stock (AME)	2.1	$17M	-15%	95k	180.26	View chart
First Trust Preferred Securities and Income ETF Etf (FPE)	1.9	$15M	-3%	851k	17.70	View chart
Palo Alto Networks Common Stock (PANW)	1.6	$12M	+99%	68k	181.96	View chart
Amazon.Com Common Stock (AMZN)	1.4	$11M	-2%	50k	219.39	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	1.4	$11M	+5%	207k	52.22	View chart
Meta Platforms Common Stock (META)	1.3	$11M		18k	585.53	View chart
Visa Common Stock (V)	1.3	$10M		32k	316.05	View chart
Costco Wholesale Common Stock (COST)	0.9	$7.3M		8.0k	916.37	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.9	$7.2M		30k	239.71	View chart
Tesla Motors Common Stock (TSLA)	0.7	$5.8M		14k	403.85	View chart
Invesco QQQ Trust Etf (QQQ)	0.7	$5.5M	-2%	11k	511.27	View chart
Spdr S&p 500 Etf Etf (SPY)	0.7	$5.3M		9.1k	586.13	View chart
Autozone Common Stock (AZO)	0.7	$5.3M	+2%	1.6k	3202.00	View chart
BlackRock Flexible Income ETF Etf (BINC)	0.6	$5.1M	+20%	99k	52.02	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.6	$4.9M		11k	453.28	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.6	$4.8M	-4%	109k	44.04	View chart
iShares Trust 1-3 Etf (SHY)	0.6	$4.8M	-2%	58k	81.98	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.6	$4.6M	+301%	165k	27.87	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.5	$4.3M	+2%	23k	190.44	View chart
Autonation Common Stock (AN)	0.5	$4.2M		25k	169.84	View chart
Oracle Corp Common Stock (ORCL)	0.5	$4.2M		25k	166.65	View chart
SPDR Gold TR Gold Etf (GLD)	0.5	$4.1M	+2%	17k	242.13	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.5	$3.9M	+188%	7.3k	538.88	View chart
Thermo Fisher Common Stock (TMO)	0.5	$3.9M		7.5k	520.27	View chart
Utilities Select Etf (XLU)	0.5	$3.8M		51k	75.69	View chart
Morgan Stanley Common Stock (MS)	0.5	$3.6M	+11%	29k	125.72	View chart
iShares TR 20 YR TR Etf (TLT)	0.4	$3.6M	-13%	41k	87.33	View chart
Home Depot Common Stock (HD)	0.4	$3.5M		9.1k	389.02	View chart
Conocophillips Common Stock (COP)	0.4	$3.5M		36k	99.17	View chart
Intercontinental Exchange Common Stock (ICE)	0.4	$3.5M	+3%	24k	149.01	View chart
Boeing Common Stock (BA)	0.4	$3.4M		19k	177.00	View chart
ServiceNow Common Stock (NOW)	0.4	$3.4M	+2%	3.2k	1060.12	View chart
American Water Works Common Stock (AWK)	0.4	$3.4M		27k	124.49	View chart
Invesco Senior Loan ETF Etf (BKLN)	0.4	$3.2M		150k	21.07	View chart
Wal-Mart Common Stock (WMT)	0.4	$3.1M		35k	90.35	View chart
Chevron Corp. Common Stock (CVX)	0.4	$2.9M	-6%	20k	144.85	View chart
Nextera Energy Common Stock (NEE)	0.4	$2.9M		40k	71.69	View chart
Starbucks Corp Common Stock (SBUX)	0.4	$2.9M		31k	91.25	View chart
Broadcom Common Stock (AVGO)	0.4	$2.9M		12k	231.85	View chart
Netflix Common Stock (NFLX)	0.3	$2.8M		3.1k	891.32	View chart
Stryker Corp Common Stock (SYK)	0.3	$2.7M	+2%	7.6k	360.06	View chart
Cadiz Common Stock (CDZI)	0.3	$2.7M	+15%	528k	5.20	View chart
L3harris Common Stock (LHX)	0.3	$2.6M		12k	210.28	View chart
Honeywell Common Stock (HON)	0.3	$2.6M		11k	225.89	View chart
Abbvie Common Stock (ABBV)	0.3	$2.5M		14k	177.71	View chart
Transdigm Group Common Stock (TDG)	0.3	$2.4M	NEW	1.9k	1267.28	View chart
CME Group Common Stock (CME)	0.3	$2.4M		10k	232.23	View chart
Bank Of America Corp Common Stock (BAC)	0.3	$2.3M	-5%	53k	43.95	View chart
Zoetis Common Stock (ZTS)	0.3	$2.3M	-9%	14k	162.94	View chart
ExxonMobil Common Stock (XOM)	0.3	$2.2M		21k	107.57	View chart
Janus Henderson Aaa Clo ETF IV Etf (JAAA)	0.3	$2.2M	+36%	44k	50.71	View chart
Walt Disney Common Stock (DIS)	0.3	$2.2M	+7%	20k	111.35	View chart
iShares High Yield Corporat Bond ETF Etf (SHYG)	0.3	$2.2M		51k	42.61	View chart
PIMCO Enhanced SHRT Maturty Actv ETF Etf (MINT)	0.3	$2.1M	-7%	21k	100.34	View chart
Mastercard Common Stock (MA)	0.3	$2.0M		3.9k	526.62	View chart
iShares Treasury Floating Rate B ETF Etf (TFLO)	0.3	$2.0M	-2%	40k	50.47	View chart
Merck &co Common Stock (MRK)	0.2	$2.0M	-6%	20k	99.48	View chart
Quanta Services Common Stock (PWR)	0.2	$1.9M	+7%	6.1k	316.05	View chart
Allstate Corp Common Stock (ALL)	0.2	$1.9M		9.9k	192.79	View chart
Vanguard Total Stock Market Index Fund ETF Etf (VTI)	0.2	$1.9M	+3%	6.4k	289.83	View chart
Constellation Brands Common Stock (STZ)	0.2	$1.8M	-8%	8.0k	221.01	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.2	$1.8M	+2%	15k	115.24	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	0.2	$1.7M	-13%	19k	92.45	View chart
ProShares Large Cap Core Plus ETF Etf (CSM)	0.2	$1.7M		26k	66.14	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$1.7M		12k	144.63	View chart
Fedex Corp Common Stock (FDX)	0.2	$1.7M	-2%	6.0k	281.34	View chart
Procter & Gamble Common Stock (PG)	0.2	$1.7M		10k	167.66	View chart
iShares Bitcoin ETF Etf (IBIT)	0.2	$1.7M	+5%	32k	53.05	View chart
McDonalds Common Stock (MCD)	0.2	$1.6M		5.4k	289.92	View chart
Alps Alerian MLP ETF Etf (AMLP)	0.2	$1.5M		32k	48.16	View chart
Adobe Common Stock (ADBE)	0.2	$1.5M		3.4k	444.68	View chart
iShares US Technology ETF Etf (IYW)	0.2	$1.5M	-3%	9.4k	159.53	View chart
First Trust TCW Opportunistic Fixed Income ETF Etf (FIXD)	0.2	$1.4M	-9%	34k	42.97	View chart
iShares 3-7 Year Treasury Bond ETF Etf (IEI)	0.2	$1.4M	-2%	12k	115.55	View chart
Caterpillar Common Stock (CAT)	0.2	$1.4M		3.8k	362.79	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$1.4M	+9%	29k	47.82	View chart
iShares California Muni Bond ETF Etf (CMF)	0.2	$1.4M		24k	57.28	View chart
iShares Preferred Income Sec ETF IV Etf (PFF)	0.2	$1.3M		43k	31.44	View chart
Grayscale Bitcoin TR BTC Fund (GBTC)	0.2	$1.3M		18k	74.02	View chart
Johnson Controls Inter F Common Stock (JCI)	0.2	$1.3M		16k	78.93	View chart
Amgen Common Stock (AMGN)	0.2	$1.2M		4.7k	260.64	View chart
Church &dwight Common Stock (CHD)	0.2	$1.2M		12k	104.71	View chart
Freeport-Mcmoran Common Stock (FCX)	0.1	$1.2M		31k	38.08	View chart
Vanguard Information Technology Index Fund ETF Etf (VGT)	0.1	$1.1M	+4%	1.8k	621.88	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.1	$1.1M		4.8k	232.52	View chart
Clorox Common Stock (CLX)	0.1	$1.1M		6.9k	162.43	View chart
Altria Group Common Stock (MO)	0.1	$1.1M		21k	52.29	View chart
UnitedHealth Group Common Stock (UNH)	0.1	$1.1M	-3%	2.2k	505.97	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.1	$1.1M	-4%	16k	70.28	View chart
iShares Russell 2000 ETF Etf (IWM)	0.1	$1.1M		4.9k	220.98	View chart
Marvell Technology Common Stock (MRVL)	0.1	$1.0M	-9%	9.4k	110.45	View chart
Novo-Nordisk As Vormal F Common Stock (NVO)	0.1	$1.0M		12k	86.02	View chart
Lilly Eli & Co Common Stock (LLY)	0.1	$973k	-11%	1.3k	772.37	View chart
US Bancorp Common Stock (USB)	0.1	$962k		20k	47.83	View chart
Aflac Common Stock (AFL)	0.1	$960k		9.3k	103.44	View chart
PIMCO Active Bond ETF Etf (BOND)	0.1	$951k		11k	90.42	View chart
Charles Schwab Corp Common Stock (SCHW)	0.1	$951k		13k	74.01	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$881k	+5%	1.5k	572.62	View chart
iShares Core S&P Total US Stock Mark Etf (ITOT)	0.1	$868k		6.7k	128.62	View chart
Rocket Cos Common Stock (RKT)	0.1	$859k	-2%	76k	11.26	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$858k	-13%	10k	85.67	View chart
American States Water Common Stock (AWR)	0.1	$855k	-5%	11k	77.73	View chart
Intuit Common Stock (INTU)	0.1	$822k		1.3k	628.50	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$801k		11k	70.24	View chart
Nexstar Media Group Inc Com CL A Common Stock (NXST)	0.1	$790k		5.0k	157.97	View chart
Philip Morris Intl Common Stock (PM)	0.1	$763k		6.3k	120.36	View chart
SPDR Dow Jones Industrial Avrg ETF Etf (DIA)	0.1	$740k		1.7k	425.53	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$715k		7.0k	101.53	View chart
Vanguard Health Care ETF Etf (VHT)	0.1	$665k	+7%	2.6k	253.77	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.1	$648k	+3%	9.0k	71.91	View chart
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL)	0.1	$636k	-16%	7.0k	91.43	View chart
Sherwin Williams Common Stock (SHW)	0.1	$624k		1.8k	339.93	View chart
American Express Common Stock (AXP)	0.1	$617k		2.1k	296.79	View chart
SPDR S&P Midcap 400 ETF Etf (MDY)	0.1	$615k		1.1k	569.77	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	0.1	$614k		7.9k	77.27	View chart
Coca-Cola Common Stock (KO)	0.1	$609k		9.8k	62.26	View chart
Nike Inc Class B Common Stock (NKE)	0.1	$606k		8.0k	75.67	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.1	$593k	-8%	11k	56.56	View chart
RTX Corp Common Stock (RTX)	0.1	$578k	-3%	5.0k	115.73	View chart
Eaton Corp PLC F Common Stock (ETN)	0.1	$572k	+17%	1.7k	331.87	View chart
Discover Finl S Common Stock (DFS)	0.1	$565k		3.3k	173.23	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$559k		1.1k	521.96	View chart
Sempra Common Stock (SRE)	0.1	$559k		6.4k	87.73	View chart
iShares iBoxx $ Etf (LQD)	0.1	$538k	-2%	5.0k	106.84	View chart
General Electric Common Stock (GE)	0.1	$538k		3.2k	166.83	View chart
Taiwan Semiconductr F Common Stock (TSM)	0.1	$531k	+17%	2.7k	197.49	View chart
iShares US Real Estate ETF Etf (IYR)	0.1	$530k		5.7k	93.07	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$530k	-25%	1.1k	485.94	View chart
First Dorsey Wright Focus 5 ETF IV Etf (FV)	0.1	$522k		8.8k	59.06	View chart
Blackstone Common Stock (BX)	0.1	$515k		3.0k	172.45	View chart
iShares Core High Etf (HDV)	0.1	$515k		4.6k	112.26	View chart
iShares MSCI USA QLTY Fact ETF Etf (QUAL)	0.1	$505k	+79%	2.8k	178.08	View chart
iShares JP Morgan Usd Emerging Marke Etf (EMB)	0.1	$475k		5.3k	89.04	View chart
Linde PLC F Common Stock (LIN)	0.1	$470k		1.1k	418.67	View chart
Vanguard Muni BND Tax Common Stock (VTEB)	0.1	$466k		9.3k	50.13	View chart
iShares TIPS Bond ETF Etf (TIP)	0.1	$463k		4.3k	106.55	View chart
iShares Select Dividend ETF Etf (DVY)	0.1	$463k		3.5k	131.29	View chart
Salesforce Common Stock (CRM)	0.1	$449k		1.3k	334.33	View chart
NRG Energy Common Stock (NRG)	0.1	$445k	+38%	4.9k	90.22	View chart
Advanced Micro Device In Common Stock (AMD)	0.1	$431k	+8%	3.6k	120.81	View chart
McCormick &company Common Stock (MKC)	0.1	$426k	+2%	5.6k	76.24	View chart
iShares US Financials ETF Etf (IYF)	0.1	$426k	-6%	3.9k	110.58	View chart
First Trust Managed Municipal ETF IV Etf (FMB)	0.1	$426k		8.3k	51.01	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.1	$424k		2.2k	190.88	View chart
iShares Short Term NTNL Mun BND ETF Etf (SUB)	0.1	$422k		4.0k	105.48	View chart
Select STR Financial Select SPDR ETF Etf (XLF)	0.1	$422k	+54%	8.7k	48.33	View chart
Verizon Common Stock (VZ)	0.1	$413k	+3%	10k	39.99	View chart
United Rentals Common Stock (URI)	0.1	$406k	+97%	576.00	704.44	View chart
Gabelli Equity CF Fund (GAB)	0.1	$405k		75k	5.38	View chart
iShares Biotechnology ETF Etf (IBB)	0.1	$405k	-71%	3.1k	132.24	View chart
Wisdomtree Int RT HDG HGH YLD ETF Etf (HYZD)	0.1	$400k		18k	22.24	View chart
Parker-Hannifin Corp Common Stock (PH)	0.0	$399k		627.00	636.03	View chart
Pepsico Common Stock (PEP)	0.0	$398k		2.6k	152.08	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.0	$397k	+43%	987.00	401.94	View chart
MGM Resorts Intl Common Stock (MGM)	0.0	$389k		11k	34.65	View chart
TJX Companies Common Stock (TJX)	0.0	$386k		3.2k	120.81	View chart
Ibm Common Stock (IBM)	0.0	$385k		1.8k	219.83	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.0	$383k		5.1k	75.61	View chart
Invesco S&P 500 Low Volatility ETF Etf (SPLV)	0.0	$372k		5.3k	70.01	View chart
iShares S&P Mid Cap 400 GRWTH ETF Etf (IJK)	0.0	$363k		4.0k	90.93	View chart
Progressive Co Ohio Common Stock (PGR)	0.0	$362k		1.5k	239.61	View chart
iShares US Aerospace Defense ETF Etf (ITA)	0.0	$333k		2.3k	145.35	View chart
United Parcel SRVC Class B Common Stock (UPS)	0.0	$332k		2.6k	126.10	View chart
Amplify Cybersecurity ETF Etf (HACK)	0.0	$330k	-11%	4.4k	74.49	View chart
Stifel Finl Common Stock (SF)	0.0	$322k		3.0k	106.08	View chart
Schwab US Small Cap ETF Etf (SCHA)	0.0	$320k	+100%	12k	25.86	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.0	$315k	+17%	5.6k	56.49	View chart
iShares MSCI USA Esg Select ETF Etf (SUSA)	0.0	$314k		2.6k	121.59	View chart
Chipotle Mexican GRL Common Stock (CMG)	0.0	$308k	-23%	5.1k	60.30	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$306k	-30%	4.5k	68.26	View chart
Vaneck Gold Miners ETF Etf (GDX)	0.0	$304k	-6%	9.0k	33.91	View chart
Select Sector Health Care SPDR ETF Etf (XLV)	0.0	$304k		2.2k	137.57	View chart
Phillips 66 Common Stock (PSX)	0.0	$297k		2.6k	113.93	View chart
Universal Display Common Stock (OLED)	0.0	$292k		2.0k	146.20	View chart
Moodys Corp Common Stock (MCO)	0.0	$285k		602.00	473.37	View chart
ProShares Short S&P 500 ETF Etf (SH)	0.0	$285k	NEW	6.7k	42.38	View chart
Marsh & MC Lennan Common Stock (MMC)	0.0	$284k	-8%	1.3k	212.41	View chart
Global X Uranium ETF Etf (URA)	0.0	$284k	NEW	11k	26.78	View chart
Ameren Corp Common Stock (AEE)	0.0	$283k	-4%	3.2k	89.14	View chart
Schwab International Equity ETF Etf (SCHF)	0.0	$277k	+98%	15k	18.50	View chart
Vertiv Holdings Co Class A Common Stock (VRT)	0.0	$275k	NEW	2.4k	113.61	View chart
Snap Inc Class A Common Stock (SNAP)	0.0	$269k	+3%	25k	10.77	View chart
Accenture PLC F Class A Common Stock (ACN)	0.0	$265k	-20%	753.00	351.79	View chart
GE Vernova Common Stock (GEV)	0.0	$262k	NEW	796.00	328.93	View chart
SPDR Nuven BLM SHT TM MPL BND ETF Etf (SHM)	0.0	$261k		5.5k	47.39	View chart
Trane Technologies PLC F Common Stock (TT)	0.0	$260k		703.00	369.35	View chart
Synopsys Common Stock (SNPS)	0.0	$259k		534.00	485.36	View chart
SPDR Nuveen BLMG HG YL MP BND ETF Etf (HYMB)	0.0	$257k		10k	25.58	View chart
Colgate-Palmolive Common Stock (CL)	0.0	$249k		2.7k	90.91	View chart
Deere & Co Common Stock (DE)	0.0	$248k	-6%	584.00	423.81	View chart
Travelers Common Stock (TRV)	0.0	$246k		1.0k	240.89	View chart
Amplify Ai Powered Equity ETF Etf (AIEQ)	0.0	$244k		6.1k	39.79	View chart
Aon PLC F Class A Common Stock (AON)	0.0	$243k		677.00	359.16	View chart
Invesco FTSE Rafi US 1000 ETF Etf (PRF)	0.0	$242k		6.0k	40.34	View chart
Northrop Grumman Common Stock (NOC)	0.0	$242k		515.00	469.32	View chart
CSX Corp Common Stock (CSX)	0.0	$241k		7.5k	32.27	View chart
Paypal Holdings Incorpor Common Stock (PYPL)	0.0	$239k	NEW	2.8k	85.35	View chart
Asml Holding N V F Common Stock (ASML)	0.0	$237k	-7%	342.00	693.08	View chart
Mondelez Intl Class A Common Stock (MDLZ)	0.0	$234k	+3%	3.9k	59.74	View chart
BlackRock Common Stock (BLK)	0.0	$234k	NEW	228.00	1025.11	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.0	$232k	-6%	5.5k	41.83	View chart
Shell PLC F Common Stock (SHEL)	0.0	$229k		3.7k	62.65	View chart
SPDR Fund Consumer Staples ETF Etf (XLP)	0.0	$225k	-4%	2.9k	78.61	View chart
CIGNA Group Common Stock (CI)	0.0	$224k		812.00	276.14	View chart
Alnylam Pharmaceutl Common Stock (ALNY)	0.0	$217k		924.00	235.31	View chart
iShares S&P Mid Cap 400 Value ETF Etf (IJJ)	0.0	$217k		1.7k	125.03	View chart
Grayscale Ethereum TR Et Fund (ETHE)	0.0	$217k	NEW	7.7k	28.02	View chart
Schwab U.S. TIPS ETF Etf (SCHP)	0.0	$217k	+98%	8.4k	25.83	View chart
Wisdomtree Floating Rate Common Stock (USFR)	0.0	$217k	NEW	4.3k	50.33	View chart
Amplify TRNSFRMTNL Data SHRNG ETF Etf (BLOK)	0.0	$217k	-28%	5.0k	43.19	View chart
C V B Finl Corp Common Stock (CVBF)	0.0	$214k		10k	21.41	View chart
Qualcomm Common Stock (QCOM)	0.0	$209k	-3%	1.4k	153.69	View chart
Magnite Common Stock (MGNI)	0.0	$207k		13k	15.92	View chart
iShares Morningstar US Equity ETF Etf (ILCB)	0.0	$206k		2.5k	81.16	View chart
Apollo Global MGMT Inc N Common Stock (APO)	0.0	$204k	NEW	1.2k	165.16	View chart
Fiserv Common Stock (FI)	0.0	$202k	NEW	984.00	205.42	View chart
Kennedy Wilson HLDGS Common Stock (KW)	0.0	$190k		19k	9.99	View chart
Rivian Automotive Inc Class A Common Stock (RIVN)	0.0	$133k	NEW	10k	13.30	View chart
Nokia Oyj F Common Stock (NOK)	0.0	$68k		15k	4.43	View chart
Editas Medicine Incorpor Common Stock (EDIT)	0.0	$22k		17k	1.27	View chart

Past Filings by HCR Wealth Advisors

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

HCR Wealth Advisors 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
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

View all past filings

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