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, NVDA, CRUX, and represent 41.57% of HCR Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CRUX (+$50M), WCMI (+$29M), VYM (+$5.5M), GLW (+$5.1M), VUG, Exxon Mobil Corp, GLD, VXF, VEA, JAAA.
Started 19 new stock positions in Federal Realty Inv. Trust, JEPI, CRUX, T, LRCX, VLO, CIBR, SPCX, BTC, MMM. APH, NOW, PFE, Exxon Mobil Corp, VLUE, FDXF, HONA, TEVJF, WCMI.
Reduced shares in these 10 stocks: , AME, AAPL, SHYG, DELL, PSQ, FRT, PGR, PLTR, NVO.
Sold out of its positions in CLX, COHR, XOM, FRT, RSPN, MOG.B, NVO, PSQ, SLYV, SYF. VCIT.
HCR Wealth Advisors was a net buyer of stock by $117M.
HCR Wealth Advisors has $1.3B in assets under management (AUM), dropping by 13.30%.
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 267 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	13.5	$170M		511k	333.02	View chart
Vanguard Growth Index Fund ETF Etf (VUG)	10.0	$127M	+3%	1.4M	90.11	View chart
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)	8.5	$107M	+5%	692k	155.20	View chart
Nvidia Corp Common Stock (NVDA)	5.6	$72M		313k	228.38	View chart
Columbia Core Bond ETF Etf (CRUX)	4.0	$50M	NEW	1.8M	28.55	View chart
Vanguard Extended Market ETF S &P Compl Common Stock (VXF)	3.7	$47M	+4%	202k	231.63	View chart
iShares Core S&P 500 ETF Etf (IVV)	3.1	$39M		51k	765.86	View chart
Alphabet Common Stock (GOOGL)	2.6	$33M		96k	344.08	View chart
Palo Alto Networks Common Stock (PANW)	2.3	$29M		73k	397.31	View chart
First Trust WCM International Equity ETF Etf (WCMI)	2.3	$29M	NEW	1.5M	19.08	View chart
Microsoft Common Stock (MSFT)	2.0	$25M		49k	512.90	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	1.8	$23M	+4%	280k	81.16	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	1.4	$18M	+7%	131k	136.04	View chart
First Trust Preferred Securities and Income ETF Etf (FPE)	1.4	$18M		1.0M	17.05	View chart
Meta Platforms Common Stock (META)	1.2	$15M	+3%	21k	725.20	View chart
Amazon.Com Common Stock (AMZN)	1.2	$15M	+3%	60k	249.15	View chart
Ametek Common Stock (AME)	1.1	$15M	-11%	58k	247.73	View chart
Janus Henderson Aaa Clo ETF IV Etf (JAAA)	0.9	$12M	+18%	236k	50.47	View chart
Visa Common Stock (V)	0.9	$12M		33k	359.33	View chart
SPDR Gold TR Gold Etf (GLD)	0.9	$12M	+43%	31k	380.84	View chart
BlackRock Flexible Income ETF Etf (BINC)	0.9	$11M	+5%	225k	50.79	View chart
Micron Technology Common Stock (MU)	0.9	$11M	+4%	10k	1065.12	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.8	$11M		32k	330.84	View chart
Broadcom Common Stock (AVGO)	0.8	$9.7M		28k	351.19	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.8	$9.6M	-4%	18k	537.98	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.7	$9.5M	+2%	28k	340.75	View chart
Invesco QQQ Trust Etf (QQQ)	0.7	$8.3M		11k	739.82	View chart
Costco Wholesale Common Stock (COST)	0.6	$7.6M	-2%	8.4k	910.35	View chart
Spdr S&p 500 Etf Etf (SPY)	0.6	$7.5M	+3%	9.9k	762.65	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.5	$6.8M	+7%	9.7k	700.88	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.5	$6.7M		112k	59.31	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.5	$6.2M		12k	497.95	View chart
Morgan Stanley Common Stock (MS)	0.5	$5.9M	+2%	32k	188.08	View chart
Conocophillips Common Stock (COP)	0.5	$5.9M	+6%	47k	125.15	View chart
GE Vernova Common Stock (GEV)	0.5	$5.9M	+6%	6.2k	950.49	View chart
Thermo Fisher Common Stock (TMO)	0.5	$5.8M	+2%	8.6k	675.05	View chart
Corning Common Stock (GLW)	0.5	$5.8M	+658%	38k	153.76	View chart
Tesla Motors Common Stock (TSLA)	0.4	$5.6M		16k	354.82	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.4	$5.5M		152k	35.93	View chart
Eaton Corp PLC F Common Stock (ETN)	0.4	$5.3M		12k	429.72	View chart
Quanta Services Common Stock (PWR)	0.4	$5.2M	+2%	8.0k	642.52	View chart
RTX Corp Common Stock (RTX)	0.4	$5.2M		28k	185.66	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.4	$4.8M	+76%	68k	70.61	View chart
Vertiv Holdings Co Class A Common Stock (VRT)	0.4	$4.6M	+9%	19k	241.31	View chart
Autozone Common Stock (AZO)	0.3	$4.3M	+2%	1.5k	2830.02	View chart
Chevron Corp. Common Stock (CVX)	0.3	$4.3M	+2%	21k	204.22	View chart
Caterpillar Common Stock (CAT)	0.3	$4.2M		5.2k	810.82	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$4.1M	+21%	15k	264.75	View chart
United Rentals Common Stock (URI)	0.3	$4.0M	+3%	4.0k	1000.80	View chart
Utilities Select Etf (XLU)	0.3	$4.0M	+3%	101k	39.44	View chart
Abbvie Common Stock (ABBV)	0.3	$4.0M	+6%	15k	261.61	View chart
Intercontinental Exchange Common Stock (ICE)	0.3	$3.9M	+3%	26k	152.04	View chart
Autonation Common Stock (AN)	0.3	$3.9M		25k	157.44	View chart
Exxonmobil HLDGS Corp Common Stock	0.3	$3.7M	NEW	23k	162.75	View chart
Boeing Common Stock (BA)	0.3	$3.6M		19k	186.05	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.3	$3.6M		37k	96.88	View chart
Wal-Mart Common Stock (WMT)	0.3	$3.4M	-7%	33k	103.92	View chart
American Water Works Common Stock (AWK)	0.3	$3.4M		26k	129.47	View chart
L3harris Common Stock (LHX)	0.3	$3.3M		14k	236.78	View chart
iShares Trust 1-3 Etf (SHY)	0.2	$3.1M	+2%	39k	81.20	View chart
Bank Of America Corp Common Stock (BAC)	0.2	$3.0M		55k	54.43	View chart
Starbucks Corp Common Stock (SBUX)	0.2	$2.9M		31k	93.96	View chart
PIMCO Enhanced SHRT Maturty Actv ETF Etf (MINT)	0.2	$2.9M	+51%	29k	100.55	View chart
CME Group Common Stock (CME)	0.2	$2.9M	-2%	11k	261.98	View chart
Vanguard Total Stock Market Index Fund ETF Etf (VTI)	0.2	$2.8M		7.5k	374.26	View chart
Marvell Technology Common Stock (MRVL)	0.2	$2.8M		11k	264.21	View chart
Nextera Energy Common Stock (NEE)	0.2	$2.7M	-2%	35k	75.74	View chart
Flowserve Corp Common Stock (FLS)	0.2	$2.6M	-4%	36k	73.12	View chart
Freeport-Mcmoran Common Stock (FCX)	0.2	$2.6M	+3%	37k	70.00	View chart
Netflix Common Stock (NFLX)	0.2	$2.6M	-2%	37k	69.58	View chart
First Trust TCW Unconstrained Plus Bond ETF Etf (UCON)	0.2	$2.5M	+4%	104k	23.75	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	0.2	$2.4M	+2%	27k	89.31	View chart
Walt Disney Common Stock (DIS)	0.2	$2.4M		23k	104.90	View chart
Home Depot Common Stock (HD)	0.2	$2.4M		8.4k	284.52	View chart
iShares US Technology ETF Etf (IYW)	0.2	$2.4M	+4%	8.9k	264.92	View chart
Amgen Common Stock (AMGN)	0.2	$2.3M	+3%	5.4k	421.56	View chart
Goldman Sachs Group Common Stock (GS)	0.2	$2.3M	+3%	2.5k	900.50	View chart
iShares Core S&P Mid Cap Common Stock (IJH)	0.2	$2.2M		31k	71.95	View chart
ProShares Large Cap Core Plus ETF Etf (CSM)	0.2	$2.2M		26k	86.78	View chart
Allstate Corp Common Stock (ALL)	0.2	$2.2M		10k	221.86	View chart
Mastercard Common Stock (MA)	0.2	$2.2M	+11%	4.0k	551.53	View chart
Stryker Corp Common Stock (SYK)	0.2	$2.1M	-4%	7.5k	275.42	View chart
Alps Alerian MLP ETF Etf (AMLP)	0.2	$2.0M		39k	51.87	View chart
Lilly Eli & Co Common Stock (LLY)	0.2	$2.0M	+11%	1.8k	1157.47	View chart
Advanced Micro Device In Common Stock (AMD)	0.2	$2.0M	+4%	3.3k	611.85	View chart
iShares Bitcoin ETF Etf (IBIT)	0.2	$2.0M	-5%	42k	47.34	View chart
NRG Energy Common Stock (NRG)	0.2	$2.0M	-6%	21k	95.65	View chart
Transdigm Group Common Stock (TDG)	0.2	$1.9M	-8%	1.8k	1082.89	View chart
Vanguard Information Technology Index Fund ETF Etf (VGT)	0.1	$1.9M		15k	125.68	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.1	$1.9M		9.6k	195.75	View chart
Johnson Controls Inter F Common Stock (JCI)	0.1	$1.8M		12k	148.65	View chart
Vanguard Small Cap ETF IV Etf (VB)	0.1	$1.8M		6.3k	284.51	View chart
iShares 3-7 Year Treasury Bond ETF Etf (IEI)	0.1	$1.7M	+32%	15k	113.44	View chart
Fedex Corp Common Stock (FDX)	0.1	$1.6M		5.5k	285.11	View chart
General Electric Common Stock (GE)	0.1	$1.5M	+42%	4.8k	312.30	View chart
Charles Schwab Corp Common Stock (SCHW)	0.1	$1.5M	+6%	15k	97.74	View chart
First Trust TCW Opportunistic Fixed Income ETF Etf (FIXD)	0.1	$1.4M	-6%	35k	41.27	View chart
iShares Russell 2000 ETF Etf (IWM)	0.1	$1.4M		4.9k	277.92	View chart
Altria Group Common Stock (MO)	0.1	$1.4M		20k	67.34	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$1.4M	+55%	3.4k	406.63	View chart
Philip Morris Intl Common Stock (PM)	0.1	$1.2M	+2%	6.6k	190.84	View chart
Procter & Gamble Common Stock (PG)	0.1	$1.2M		8.5k	145.28	View chart
Honeywell Intl Common Stock (HON)	0.1	$1.2M		5.8k	210.94	View chart
iShares High Yield Corporat Bond ETF Etf (SHYG)	0.1	$1.2M	-28%	30k	41.25	View chart
Invesco Senior Loan ETF Etf (BKLN)	0.1	$1.2M	-18%	57k	20.43	View chart
Grayscale Bitcoin TR BTC Fund (GBTC)	0.1	$1.2M	-2%	18k	64.59	View chart
Sandisk Corp Common Stock (SNDK)	0.1	$1.1M	+3%	651.00	1739.89	View chart
iShares California Muni Bond ETF Etf (CMF)	0.1	$1.1M		21k	54.12	View chart
iShares Core S&P Total US Stock Mark Etf (ITOT)	0.1	$1.1M		6.7k	166.28	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$1.1M		18k	61.50	View chart
Aflac Common Stock (AFL)	0.1	$1.1M		9.8k	111.78	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$1.1M	-2%	14k	80.05	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.1	$1.0M	+4%	15k	70.15	View chart
McDonalds Common Stock (MCD)	0.1	$1.0M	-5%	4.5k	230.98	View chart
Taiwan Semiconductr F Common Stock (TSM)	0.1	$1.0M	+3%	2.2k	456.19	View chart
iShares MSCI USA QLTY Fact ETF Etf (QUAL)	0.1	$1.0M	+18%	4.5k	222.24	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$987k		6.9k	142.26	View chart
iShares Semiconductor ETF IV Etf (SOXX)	0.1	$972k	+125%	1.7k	568.64	View chart
Palantir Technologies In Class A Common Stock (PLTR)	0.1	$950k	-23%	5.1k	187.05	View chart
Oracle Corp Common Stock (ORCL)	0.1	$914k	+2%	6.7k	137.31	View chart
Amplify Cybersecurity ETF Etf (HACK)	0.1	$910k	-3%	7.5k	121.24	View chart
American States Water Common Stock (AWR)	0.1	$903k	-13%	11k	82.33	View chart
Merck &co Common Stock (MRK)	0.1	$897k	+4%	6.2k	145.32	View chart
Coca-Cola Common Stock (KO)	0.1	$895k	+3%	10k	86.08	View chart
Schwab US Large Cap ETF Etf (SCHX)	0.1	$890k		30k	30.00	View chart
Citigroup Common Stock (C)	0.1	$884k	+4%	6.8k	129.48	View chart
Honeywell Aerospace Common Stock (HONA)	0.1	$877k	NEW	5.7k	154.97	View chart
Parker-Hannifin Corp Common Stock (PH)	0.1	$868k		908.00	955.42	View chart
Phillips 66 Common Stock (PSX)	0.1	$867k		3.4k	255.31	View chart
iShares Treasury Floating Rate B ETF Etf (TFLO)	0.1	$853k		17k	50.67	View chart
PIMCO Active Bond ETF Etf (BOND)	0.1	$833k	-10%	9.6k	86.99	View chart
Establishment Labs HLD F Common Stock (ESTA)	0.1	$811k		13k	64.17	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$776k		1.5k	509.25	View chart
UnitedHealth Group Common Stock (UNH)	0.1	$751k	+4%	2.0k	367.13	View chart
Intel Common Stock (INTC)	0.1	$744k	+18%	6.2k	120.23	View chart
iShares Preferred Income Sec ETF IV Etf (PFF)	0.1	$731k	-13%	25k	29.50	View chart
American Express Common Stock (AXP)	0.1	$710k	+3%	2.3k	304.13	View chart
Zoetis Common Stock (ZTS)	0.1	$704k	-11%	10k	69.83	View chart
SPDR Dow Jones Industrial Avrg ETF Etf (DIA)	0.1	$696k	-4%	1.4k	508.60	View chart
Capital One FC Common Stock (COF)	0.1	$686k	+2%	3.6k	193.12	View chart
Salesforce Common Stock (CRM)	0.1	$679k	+49%	3.0k	229.57	View chart
Church &dwight Common Stock (CHD)	0.1	$673k	-11%	7.1k	94.22	View chart
First Dorsey Wright Focus 5 ETF IV Etf (FV)	0.1	$664k		9.0k	73.39	View chart
Vanguard Health Care ETF Etf (VHT)	0.1	$660k		2.1k	316.22	View chart
Crowdstrike HLDGS Inc Class A Common Stock (CRWD)	0.1	$643k	+322%	2.4k	264.75	View chart
FT Vest Fund Of Buffer ETF Etf (BUFR)	0.0	$623k	+12%	17k	37.47	View chart
Rocket Cos Common Stock (RKT)	0.0	$609k	-29%	53k	11.51	View chart
Robinhood Markets Inc Com CL A Common Stock (HOOD)	0.0	$609k	+40%	5.4k	112.50	View chart
SPDR S&P Midcap 400 ETF Etf (MDY)	0.0	$609k		926.00	657.38	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.0	$589k	-6%	2.6k	228.28	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.0	$577k		5.6k	103.89	View chart
Constellation Brands Common Stock (STZ)	0.0	$568k	-24%	5.0k	113.07	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.0	$562k	-5%	8.4k	66.80	View chart
Sherwin Williams Common Stock (SHW)	0.0	$544k	-2%	1.7k	323.27	View chart
iShares Biotechnology ETF Etf (IBB)	0.0	$541k	-5%	2.6k	210.59	View chart
Asml Holding N V F Common Stock (ASML)	0.0	$533k	+2%	294.00	1811.67	View chart
Pepsico Common Stock (PEP)	0.0	$533k	+3%	4.2k	126.73	View chart
Schwab International Equity ETF Etf (SCHF)	0.0	$522k		19k	27.47	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.0	$502k	+9%	8.0k	62.41	View chart
Verizon Common Stock (VZ)	0.0	$501k	+4%	11k	45.87	View chart
Linde PLC F Common Stock (LIN)	0.0	$495k	-11%	1.0k	474.65	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.0	$492k	+2%	3.9k	125.29	View chart
Schwab US Small Cap ETF Etf (SCHA)	0.0	$475k		15k	32.63	View chart
iShares Core High Etf (HDV)	0.0	$470k	-7%	17k	27.96	View chart
Sempra Common Stock (SRE)	0.0	$465k		6.0k	77.96	View chart
Travelers Common Stock (TRV)	0.0	$452k	+21%	1.3k	356.51	View chart
Vanguard Muni BND Tax Common Stock (VTEB)	0.0	$442k		9.3k	47.36	View chart
Ibm Common Stock (IBM)	0.0	$436k	+4%	2.0k	219.93	View chart
iShares S&P Mid Cap 400 GRWTH ETF Etf (IJK)	0.0	$429k		3.9k	109.61	View chart
CSX Corp Common Stock (CSX)	0.0	$428k	+22%	9.2k	46.51	View chart
iShares JP Morgan Usd Emerging Marke Etf (EMB)	0.0	$428k		4.7k	90.84	View chart
Manulife Finl F Common Stock (MFC)	0.0	$419k		9.8k	42.59	View chart
iShares Short Term NTNL Mun BND ETF Etf (SUB)	0.0	$418k		4.0k	104.54	View chart
Lowes Companies Common Stock (LOW)	0.0	$417k	+3%	2.3k	184.31	View chart
MGM Resorts Intl Common Stock (MGM)	0.0	$413k		13k	31.05	View chart
First Trust Managed Municipal ETF IV Etf (FMB)	0.0	$399k		8.3k	47.86	View chart
Select STR Financial Select SPDR ETF Etf (XLF)	0.0	$398k	-7%	7.5k	53.40	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	0.0	$397k	-20%	5.2k	76.40	View chart
iShares MSCI USA Esg Select ETF Etf (SUSA)	0.0	$397k		2.6k	155.68	View chart
Gabelli Equity CF Fund (GAB)	0.0	$395k		75k	5.24	View chart
iShares US Financials ETF Etf (IYF)	0.0	$386k		3.1k	125.66	View chart
Bloom Energy Corp. CL A Common Stock (BE)	0.0	$382k		1.4k	276.98	View chart
iShares US Real Estate ETF Etf (IYR)	0.0	$379k	-5%	4.0k	95.05	View chart
Vanguard California Tax-Exempt Bond ETF Etf (VTEC)	0.0	$379k		4.0k	94.28	View chart
iShares US Aerospace Defense ETF Etf (ITA)	0.0	$373k		1.8k	207.18	View chart
Motorola Solutions Common Stock (MSI)	0.0	$368k	+6%	825.00	446.20	View chart
SPDR Nuveen BLMG HG YL MP BND ETF Etf (HYMB)	0.0	$365k	+10%	16k	23.47	View chart
Shell PLC F Common Stock (SHEL)	0.0	$364k	+3%	3.8k	95.05	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	0.0	$359k		3.8k	94.54	View chart
TJX Companies Common Stock (TJX)	0.0	$351k	+4%	2.7k	132.31	View chart
Vaneck Gold Miners ETF Etf (GDX)	0.0	$347k		3.9k	87.80	View chart
Invesco S&P 500 Low Volatility ETF Etf (SPLV)	0.0	$345k		4.9k	70.52	View chart
Cadiz Common Stock (CDZI)	0.0	$345k		88k	3.92	View chart
iShares Select Dividend ETF Etf (DVY)	0.0	$340k		2.2k	152.07	View chart
Progressive Co Ohio Common Stock (PGR)	0.0	$338k	-50%	1.6k	207.31	View chart
SPDR Ssga Multi Asset Real Retur ETF Etf (RLY)	0.0	$337k	+14%	9.3k	36.19	View chart
iShares TIPS Bond ETF Etf (TIP)	0.0	$335k	+6%	3.2k	104.04	View chart
Invesco Aerospace & Defense ETF Etf (PPA)	0.0	$330k		2.1k	154.63	View chart
Trane Technologies PLC F Common Stock (TT)	0.0	$330k		730.00	451.98	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$329k	+7%	10k	32.53	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.0	$329k	-4%	4.9k	66.76	View chart
Magnite Common Stock (MGNI)	0.0	$328k		13k	25.26	View chart
Moodys Corp Common Stock (MCO)	0.0	$328k		723.00	454.13	View chart
Invesco FTSE Rafi US 1000 ETF Etf (PRF)	0.0	$327k		6.0k	54.43	View chart
Viavi Solutions Common Stock (VIAV)	0.0	$325k	+37%	7.7k	41.92	View chart
Vanguard Real Estate ETF Etf (VNQ)	0.0	$325k	-2%	3.6k	89.65	View chart
Fed Realty Invest Trust Sbi US D0.01 Common Stock	0.0	$323k	NEW	3.0k	108.29	View chart
Stifel Finl Common Stock (SF)	0.0	$321k		4.6k	70.04	View chart
Deere & Co Common Stock (DE)	0.0	$321k	-19%	478.00	671.77	View chart
Western Digital Corp Common Stock (WDC)	0.0	$318k		699.00	454.46	View chart
iShares iBoxx $ Etf (LQD)	0.0	$314k	-5%	3.1k	102.18	View chart
Ameren Corp Common Stock (AEE)	0.0	$312k	+2%	3.1k	99.38	View chart
Select Sector Health Care SPDR ETF Etf (XLV)	0.0	$309k		1.8k	168.42	View chart
Amplify TRNSFRMTNL Data SHRNG ETF Etf (BLOK)	0.0	$307k		5.0k	61.23	View chart
Blackstone Common Stock (BX)	0.0	$307k	+2%	2.7k	112.10	View chart
Qualcomm Common Stock (QCOM)	0.0	$298k	+13%	1.6k	184.09	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	0.0	$296k	NEW	5.3k	56.23	View chart
Teva Pharmaceutical In F Common Stock (TEVJF)	0.0	$289k	NEW	7.3k	39.60	View chart
Fedex FGHT HLDG Common Stock (FDXF)	0.0	$286k	NEW	2.6k	109.38	View chart
FRST TR Clfrna MNCPL HGH Incm ETF Etf (FCAL)	0.0	$281k		6.1k	46.23	View chart
Space Ex Tech Spacex Class A Common Stock (SPCX)	0.0	$280k	NEW	1.9k	150.86	View chart
iShares Morningstar US Equity ETF Etf (ILCB)	0.0	$268k		2.5k	105.66	View chart
Pfizer Common Stock (PFE)	0.0	$265k	NEW	9.3k	28.52	View chart
O Reilly Automotive Common Stock (ORLY)	0.0	$263k	+26%	3.1k	85.41	View chart
Cisco Systems Common Stock (CSCO)	0.0	$259k	+28%	2.4k	107.66	View chart
Rivian Automotive Inc Class A Common Stock (RIVN)	0.0	$249k		17k	14.94	View chart
Grayscale Bitcoin Mini Trust ETF Etf (BTC)	0.0	$249k	NEW	6.7k	36.95	View chart
Intuit Common Stock (INTU)	0.0	$249k	-25%	902.00	275.71	View chart
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL)	0.0	$248k		2.7k	91.67	View chart
CVS Health Corp Common Stock (CVS)	0.0	$246k	+15%	2.9k	85.69	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$246k	-4%	4.5k	54.87	View chart
iShares Gold ETF Etf (IAU)	0.0	$246k		3.1k	78.10	View chart
Valero Energy Corp Common Stock (VLO)	0.0	$245k	NEW	631.00	387.73	View chart
SPDR Gold Minishares Etv Etf (GLDM)	0.0	$244k		3.0k	82.18	View chart
Solstice Advanced Common Stock (SOLS)	0.0	$243k	-14%	4.3k	56.32	View chart
Northrop Grumman Common Stock (NOC)	0.0	$241k	+3%	499.00	483.71	View chart
Brit Amer Tobacco F Un Common Stock (BTI)	0.0	$240k		4.4k	54.40	View chart
iShares S&P Mid Cap 400 Value ETF Etf (IJJ)	0.0	$240k		1.7k	137.71	View chart
Marsh & MC Lennan Common Stock (MRSH)	0.0	$239k	+3%	1.4k	170.73	View chart
Mondelez Intl Class A Common Stock (MDLZ)	0.0	$238k	+3%	4.1k	57.83	View chart
Synopsys Common Stock (SNPS)	0.0	$238k		546.00	434.94	View chart
CIGNA Group Common Stock (CI)	0.0	$231k	+4%	851.00	271.83	View chart
iShares Core US REIT ETF Etf (USRT)	0.0	$230k	+16%	3.7k	61.59	View chart
Alnylam Pharmaceutl Common Stock (ALNY)	0.0	$228k		924.00	246.74	View chart
Amplify Ai Powered Equity ETF Etf (AIEQ)	0.0	$225k		4.6k	49.13	View chart
Invsc S P 500 Equal Weight ETF Etf (RSP)	0.0	$224k		1.1k	208.14	View chart
Vanguard Mid Cap ETF Etf (VO)	0.0	$224k		2.9k	78.44	View chart
Uber Technologies Common Stock (UBER)	0.0	$219k	+12%	3.2k	68.51	View chart
Edwards Lifesciences Common Stock (EW)	0.0	$219k	+3%	2.5k	86.32	View chart
At&t Common Stock (T)	0.0	$219k	NEW	9.0k	24.40	View chart
First Trust Nasdaq CYBRSCRTY ETF Etf (CIBR)	0.0	$217k	NEW	2.1k	103.10	View chart
C V B Finl Corp Common Stock (CVBF)	0.0	$216k		10k	21.61	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.0	$215k	+4%	866.00	248.01	View chart
Nexstar Media Group Inc Com CL A Common Stock (NXST)	0.0	$213k	-37%	1.3k	161.57	View chart
Consolidated Edison Common Stock (ED)	0.0	$213k		2.1k	102.21	View chart
ServiceNow Common Stock (NOW)	0.0	$212k	NEW	1.6k	134.01	View chart
Lam Research Corp Common Stock (LRCX)	0.0	$209k	NEW	636.00	328.81	View chart
Ford Motor Common Stock (F)	0.0	$208k	-5%	17k	12.06	View chart
ProShares Ultra S&P 500 ETF Etf (SSO)	0.0	$207k		3.0k	69.33	View chart
United Parcel SRVC Class B Common Stock (UPS)	0.0	$207k	+2%	2.2k	93.44	View chart
Amphenol Corp Class A Common Stock (APH)	0.0	$205k	NEW	2.4k	84.30	View chart
3M Common Stock (MMM)	0.0	$205k	NEW	1.3k	164.15	View chart
Colgate-Palmolive Common Stock (CL)	0.0	$205k	+5%	2.4k	85.32	View chart
iShares MSCI USA Value Factor ETF Etf (VLUE)	0.0	$203k	NEW	1.0k	198.00	View chart
Invsc SP Smallcap 600 Pure GRWTH ETF Etf (RZG)	0.0	$202k		3.2k	62.47	View chart
Nokia Oyj F Common Stock (NOK)	0.0	$156k		15k	10.14	View chart
Neonc Technologies HLDGS Common Stock (NTHI)	0.0	$51k		15k	3.40	View chart

Past Filings by HCR Wealth Advisors

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

HCR Wealth Advisors 2026 Q3 filed Oct. 15, 2026
HCR Wealth Advisors 2026 Q2 filed July 13, 2026
HCR Wealth Advisors 2026 Q1 filed April 21, 2026
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

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