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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 42.81% of HCR Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$98M), GEV, RTX, VXF, VYM, VGT, HON, JAAA, BINC, AAPL.
Started 28 new stock positions in COHR, VO, SSO, MFC, BMY, HON, ORLY, VTEC, USRT, VIAV.
Reduced shares in these 10 stocks: MU (-$5.5M), VRT, Honeywell International, IJR, DELL, SNDK, AME, NKE, SHY, TIP.
Sold out of its positions in T, BTC, Honeywell International, IDXX, TLT, Kennedy-Wilson Holdings, Mobix Labs, NKE, VALE, SMH.
HCR Wealth Advisors was a net buyer of stock by $112M.
HCR Wealth Advisors has $1.1B in assets under management (AUM), dropping by 15.85%.
Central Index Key (CIK): 0001697715

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Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 259 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	13.3	$149M		514k	289.36	View chart
Vanguard Growth Index Fund ETF Etf (VUG)	10.4	$117M	+511%	1.4M	86.14	View chart
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)	9.3	$104M		656k	158.03	View chart
Nvidia Corp Common Stock (NVDA)	5.5	$62M		307k	200.09	View chart
Vanguard Extended Market ETF S &P Compl Common Stock (VXF)	4.3	$48M	+6%	193k	246.21	View chart
iShares Core S&P 500 ETF Etf (IVV)	3.4	$38M		51k	748.90	View chart
Alphabet Common Stock (GOOGL)	3.0	$34M		95k	357.37	View chart
Palo Alto Networks Common Stock (PANW)	2.2	$25M		72k	341.02	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	2.0	$22M		268k	82.84	View chart
First Trust Preferred Securities and Income ETF Etf (FPE)	1.6	$18M	+2%	1.0M	17.88	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	1.6	$18M	-6%	121k	148.31	View chart
Microsoft Common Stock (MSFT)	1.6	$18M		48k	373.02	View chart
Ametek Common Stock (AME)	1.4	$16M	-3%	66k	241.94	View chart
Amazon.Com Common Stock (AMZN)	1.2	$14M	+3%	59k	238.34	View chart
Visa Common Stock (V)	1.0	$12M		33k	343.09	View chart
Meta Platforms Common Stock (META)	1.0	$12M		20k	563.32	View chart
Micron Technology Common Stock (MU)	1.0	$11M	-32%	9.8k	1154.30	View chart
BlackRock Flexible Income ETF Etf (BINC)	1.0	$11M	+9%	214k	52.34	View chart
Broadcom Common Stock (AVGO)	0.9	$10M		27k	377.75	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.9	$10M		31k	327.34	View chart
Janus Henderson Aaa Clo ETF IV Etf (JAAA)	0.9	$10M	+12%	199k	50.49	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.9	$9.6M	+6%	27k	353.33	View chart
Invesco QQQ Trust Etf (QQQ)	0.7	$8.3M		11k	736.35	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.7	$8.1M	-12%	19k	431.48	View chart
Costco Wholesale Common Stock (COST)	0.7	$8.0M		8.5k	935.57	View chart
SPDR Gold TR Gold Etf (GLD)	0.7	$7.9M	+3%	21k	368.38	View chart
Spdr S&p 500 Etf Etf (SPY)	0.6	$7.1M	-3%	9.6k	746.82	View chart
GE Vernova Common Stock (GEV)	0.6	$6.8M	+240%	5.8k	1174.86	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.6	$6.8M	-2%	114k	59.69	View chart
Tesla Motors Common Stock (TSLA)	0.6	$6.6M		16k	420.61	View chart
Morgan Stanley Common Stock (MS)	0.6	$6.4M		31k	209.05	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.6	$6.2M	+5%	9.0k	686.83	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.5	$6.1M		12k	500.39	View chart
Vertiv Holdings Co Class A Common Stock (VRT)	0.5	$5.8M	-41%	17k	334.82	View chart
Quanta Services Common Stock (PWR)	0.5	$5.7M		7.9k	720.06	View chart
Caterpillar Common Stock (CAT)	0.5	$5.4M		5.1k	1065.09	View chart
Eaton Corp PLC F Common Stock (ETN)	0.5	$5.3M		12k	426.13	View chart
RTX Corp Common Stock (RTX)	0.5	$5.2M	+170%	28k	189.74	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.5	$5.2M		153k	33.84	View chart
Autozone Common Stock (AZO)	0.4	$4.8M	-2%	1.5k	3195.94	View chart
Conocophillips Common Stock (COP)	0.4	$4.6M	+6%	44k	103.96	View chart
Autonation Common Stock (AN)	0.4	$4.5M		24k	185.79	View chart
Utilities Select Etf (XLU)	0.4	$4.5M	-3%	98k	45.34	View chart
United Rentals Common Stock (URI)	0.4	$4.4M	+2%	3.9k	1132.91	View chart
Thermo Fisher Common Stock (TMO)	0.4	$4.2M		8.4k	501.41	View chart
Boeing Common Stock (BA)	0.4	$4.2M		19k	216.47	View chart
L3harris Common Stock (LHX)	0.4	$4.1M	+4%	14k	290.61	View chart
Wal-Mart Common Stock (WMT)	0.4	$4.0M		35k	113.26	View chart
Abbvie Common Stock (ABBV)	0.3	$3.6M		14k	251.65	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.3	$3.5M		37k	96.58	View chart
Chevron Corp. Common Stock (CVX)	0.3	$3.4M		20k	165.77	View chart
American Water Works Common Stock (AWK)	0.3	$3.4M		26k	131.58	View chart
NRG Energy Common Stock (NRG)	0.3	$3.2M		22k	146.06	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$3.2M	+7%	13k	253.98	View chart
Marvell Technology Common Stock (MRVL)	0.3	$3.2M		11k	297.89	View chart
Nextera Energy Common Stock (NEE)	0.3	$3.2M	-2%	36k	87.77	View chart
Starbucks Corp Common Stock (SBUX)	0.3	$3.1M	+2%	31k	102.19	View chart
iShares Trust 1-3 Etf (SHY)	0.3	$3.1M	-9%	38k	82.11	View chart
Intercontinental Exchange Common Stock (ICE)	0.3	$3.1M		25k	123.11	View chart
Bank Of America Corp Common Stock (BAC)	0.3	$3.1M		54k	56.98	View chart
ExxonMobil Common Stock (XOM)	0.3	$3.0M		22k	136.73	View chart
Home Depot Common Stock (HD)	0.3	$3.0M		8.5k	352.70	View chart
Flowserve Corp Common Stock (FLS)	0.3	$2.8M	+2%	38k	74.16	View chart
Vanguard Total Stock Market Index Fund ETF Etf (VTI)	0.2	$2.7M	+2%	7.4k	370.07	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$2.7M	+15%	38k	71.25	View chart
Netflix Common Stock (NFLX)	0.2	$2.7M	-2%	38k	71.40	View chart
Transdigm Group Common Stock (TDG)	0.2	$2.6M	+2%	2.0k	1332.37	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	0.2	$2.5M		27k	94.57	View chart
First Trust TCW Unconstrained Plus Bond ETF Etf (UCON)	0.2	$2.5M	+18%	100k	24.88	View chart
Stryker Corp Common Stock (SYK)	0.2	$2.5M	-6%	7.9k	314.87	View chart
CME Group Common Stock (CME)	0.2	$2.5M		11k	220.83	View chart
Goldman Sachs Group Common Stock (GS)	0.2	$2.4M	+6%	2.4k	1011.45	View chart
iShares Core S&P Mid Cap Common Stock (IJH)	0.2	$2.4M		31k	77.11	View chart
Allstate Corp Common Stock (ALL)	0.2	$2.4M		10k	237.94	View chart
Freeport-Mcmoran Common Stock (FCX)	0.2	$2.3M	+4%	36k	62.89	View chart
Walt Disney Common Stock (DIS)	0.2	$2.3M	+6%	23k	96.25	View chart
ProShares Large Cap Core Plus ETF Etf (CSM)	0.2	$2.2M		26k	85.22	View chart
iShares US Technology ETF Etf (IYW)	0.2	$2.1M		8.5k	252.25	View chart
Alps Alerian MLP ETF Etf (AMLP)	0.2	$2.0M	+22%	39k	51.85	View chart
Vanguard Small Cap ETF IV Etf (VB)	0.2	$1.9M		6.3k	303.13	View chart
PIMCO Enhanced SHRT Maturty Actv ETF Etf (MINT)	0.2	$1.9M	-7%	19k	100.81	View chart
Lilly Eli & Co Common Stock (LLY)	0.2	$1.9M	+16%	1.6k	1199.89	View chart
Amgen Common Stock (AMGN)	0.2	$1.9M	+8%	5.2k	362.18	View chart
Advanced Micro Device In Common Stock (AMD)	0.2	$1.8M	-4%	3.2k	581.00	View chart
Mastercard Common Stock (MA)	0.2	$1.8M	-3%	3.6k	513.64	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.2	$1.8M		9.6k	190.52	View chart
Johnson Controls Inter F Common Stock (JCI)	0.2	$1.8M	+10%	12k	146.11	View chart
Vanguard Information Technology Index Fund ETF Etf (VGT)	0.2	$1.8M	+682%	15k	119.53	View chart
iShares High Yield Corporat Bond ETF Etf (SHYG)	0.2	$1.8M	-9%	41k	42.41	View chart
Fedex Corp Common Stock (FDX)	0.2	$1.7M		5.4k	313.13	View chart
First Trust TCW Opportunistic Fixed Income ETF Etf (FIXD)	0.1	$1.6M		37k	43.61	View chart
iShares Bitcoin ETF Etf (IBIT)	0.1	$1.5M	+5%	45k	33.29	View chart
iShares Russell 2000 ETF Etf (IWM)	0.1	$1.5M	-2%	4.9k	300.49	View chart
Altria Group Common Stock (MO)	0.1	$1.4M		20k	71.95	View chart
Sandisk Corp Common Stock (SNDK)	0.1	$1.4M	-30%	626.00	2273.73	View chart
Invesco Senior Loan ETF Etf (BKLN)	0.1	$1.4M	-14%	70k	20.37	View chart
iShares 3-7 Year Treasury Bond ETF Etf (IEI)	0.1	$1.3M		11k	117.45	View chart
Charles Schwab Corp Common Stock (SCHW)	0.1	$1.3M	+2%	14k	92.27	View chart
McDonalds Common Stock (MCD)	0.1	$1.3M	-7%	4.8k	270.36	View chart
Honeywell Intl Common Stock (HON)	0.1	$1.3M	NEW	5.7k	223.90	View chart
Corning Common Stock (GLW)	0.1	$1.3M	+120%	5.0k	255.43	View chart
General Electric Common Stock (GE)	0.1	$1.3M		3.4k	373.80	View chart
Procter & Gamble Common Stock (PG)	0.1	$1.2M	-2%	8.3k	146.66	View chart
iShares California Muni Bond ETF Etf (CMF)	0.1	$1.2M	-5%	21k	57.64	View chart
Rocket Cos Common Stock (RKT)	0.1	$1.2M	+8%	75k	15.75	View chart
Philip Morris Intl Common Stock (PM)	0.1	$1.2M		6.4k	180.93	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$1.1M	+17%	14k	82.64	View chart
Aflac Common Stock (AFL)	0.1	$1.1M		9.6k	117.25	View chart
iShares Core S&P Total US Stock Mark Etf (ITOT)	0.1	$1.1M		6.7k	164.27	View chart
Establishment Labs HLD F Common Stock (ESTA)	0.1	$1.1M		13k	85.81	View chart
American States Water Common Stock (AWR)	0.1	$1.0M		13k	82.64	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.1	$1.0M		14k	73.41	View chart
Taiwan Semiconductr F Common Stock (TSM)	0.1	$1.0M		2.1k	477.57	View chart
PIMCO Active Bond ETF Etf (BOND)	0.1	$992k	+2%	11k	92.21	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$975k		18k	53.11	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$959k	-2%	7.0k	137.53	View chart
Oracle Corp Common Stock (ORCL)	0.1	$955k		6.5k	146.56	View chart
Constellation Brands Common Stock (STZ)	0.1	$931k		6.7k	139.10	View chart
Citigroup Common Stock (C)	0.1	$918k	+6%	6.6k	139.98	View chart
iShares Preferred Income Sec ETF IV Etf (PFF)	0.1	$877k		29k	30.49	View chart
Parker-Hannifin Corp Common Stock (PH)	0.1	$874k	+25%	893.00	978.12	View chart
Schwab US Large Cap ETF Etf (SCHX)	0.1	$873k		30k	29.43	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$858k	+9%	2.2k	397.68	View chart
iShares Treasury Floating Rate B ETF Etf (TFLO)	0.1	$852k	-7%	17k	50.63	View chart
Grayscale Bitcoin TR BTC Fund (GBTC)	0.1	$837k		18k	45.52	View chart
iShares MSCI USA QLTY Fact ETF Etf (QUAL)	0.1	$834k	-4%	3.8k	219.43	View chart
Coca-Cola Common Stock (KO)	0.1	$819k		10k	81.27	View chart
Zoetis Common Stock (ZTS)	0.1	$816k	-3%	11k	71.86	View chart
UnitedHealth Group Common Stock (UNH)	0.1	$814k		2.0k	415.82	View chart
Amplify Cybersecurity ETF Etf (HACK)	0.1	$814k		7.8k	104.93	View chart
Church &dwight Common Stock (CHD)	0.1	$783k	-20%	8.1k	96.88	View chart
Palantir Technologies In Class A Common Stock (PLTR)	0.1	$775k	-2%	6.6k	116.67	View chart
American Express Common Stock (AXP)	0.1	$764k	+38%	2.3k	338.25	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$763k		1.5k	509.46	View chart
Merck &co Common Stock (MRK)	0.1	$757k	+27%	5.9k	128.51	View chart
SPDR Dow Jones Industrial Avrg ETF Etf (DIA)	0.1	$745k	-4%	1.4k	522.44	View chart
Intel Common Stock (INTC)	0.1	$731k	NEW	5.2k	139.66	View chart
Progressive Co Ohio Common Stock (PGR)	0.1	$720k	+109%	3.3k	218.45	View chart
Capital One FC Common Stock (COF)	0.1	$696k		3.5k	200.65	View chart
First Dorsey Wright Focus 5 ETF IV Etf (FV)	0.1	$686k		9.0k	75.88	View chart
SPDR S&P Midcap 400 ETF Etf (MDY)	0.1	$652k		926.00	703.91	View chart
MGM Resorts Intl Common Stock (MGM)	0.1	$637k		13k	47.81	View chart
Vanguard Health Care ETF Etf (VHT)	0.1	$625k		2.1k	299.07	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.1	$623k	+18%	2.7k	227.06	View chart
Linde PLC F Common Stock (LIN)	0.1	$612k	-11%	1.2k	518.94	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.1	$606k	-2%	8.9k	68.42	View chart
Sherwin Williams Common Stock (SHW)	0.1	$597k		1.7k	344.32	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.1	$577k		5.6k	103.88	View chart
Asml Holding N V F Common Stock (ASML)	0.1	$571k		287.00	1989.44	View chart
Phillips 66 Common Stock (PSX)	0.1	$570k	+2%	3.4k	169.05	View chart
Pepsico Common Stock (PEP)	0.0	$548k	+81%	4.0k	135.42	View chart
Sempra Common Stock (SRE)	0.0	$545k		5.9k	92.71	View chart
FT Vest Fund Of Buffer ETF Etf (BUFR)	0.0	$541k	+16%	15k	36.53	View chart
Ibm Common Stock (IBM)	0.0	$532k		1.9k	281.21	View chart
Schwab International Equity ETF Etf (SCHF)	0.0	$527k		19k	27.70	View chart
Schwab US Small Cap ETF Etf (SCHA)	0.0	$526k		15k	36.13	View chart
iShares Biotechnology ETF Etf (IBB)	0.0	$516k		2.7k	190.24	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	0.0	$509k		6.5k	77.92	View chart
iShares Core High Etf (HDV)	0.0	$499k	+400%	18k	27.41	View chart
iShares Semiconductor ETF IV Etf (SOXX)	0.0	$487k		760.00	640.76	View chart
Lowes Companies Common Stock (LOW)	0.0	$484k	NEW	2.2k	220.49	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.0	$476k	+317%	3.8k	124.20	View chart
Vanguard Muni BND Tax Common Stock (VTEB)	0.0	$472k		9.3k	50.58	View chart
iShares S&P Mid Cap 400 GRWTH ETF Etf (IJK)	0.0	$463k		3.9k	117.50	View chart
iShares JP Morgan Usd Emerging Marke Etf (EMB)	0.0	$454k		4.7k	96.44	View chart
Solstice Advanced Common Stock (SOLS)	0.0	$449k	+61%	5.1k	88.60	View chart
Western Digital Corp Common Stock (WDC)	0.0	$444k	-8%	695.00	638.72	View chart
Verizon Common Stock (VZ)	0.0	$442k	-4%	10k	42.34	View chart
Crowdstrike HLDGS Inc Class A Common Stock (CRWD)	0.0	$439k	+2%	575.00	763.14	View chart
iShares US Aerospace Defense ETF Etf (ITA)	0.0	$436k	-5%	1.8k	242.42	View chart
Select STR Financial Select SPDR ETF Etf (XLF)	0.0	$433k		8.1k	53.61	View chart
iShares US Real Estate ETF Etf (IYR)	0.0	$431k	-19%	4.2k	102.26	View chart
First Trust Managed Municipal ETF IV Etf (FMB)	0.0	$429k		8.3k	51.37	View chart
Gabelli Equity CF Fund (GAB)	0.0	$427k		75k	5.66	View chart
iShares Short Term NTNL Mun BND ETF Etf (SUB)	0.0	$426k		4.0k	106.47	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.0	$424k	NEW	7.4k	57.62	View chart
Bloom Energy Corp. CL A Common Stock (BE)	0.0	$415k	NEW	1.4k	302.70	View chart
Vanguard California Tax-Exempt Bond ETF Etf (VTEC)	0.0	$404k	NEW	4.0k	100.60	View chart
Manulife Finl F Common Stock (MFC)	0.0	$396k	NEW	9.8k	40.51	View chart
iShares MSCI USA Esg Select ETF Etf (SUSA)	0.0	$394k		2.6k	154.30	View chart
iShares US Financials ETF Etf (IYF)	0.0	$392k		3.1k	127.51	View chart
Robinhood Markets Inc Com CL A Common Stock (HOOD)	0.0	$386k	-2%	3.8k	100.28	View chart
TJX Companies Common Stock (TJX)	0.0	$385k		2.5k	151.50	View chart
Nexstar Media Group Inc Com CL A Common Stock (NXST)	0.0	$380k		2.1k	178.59	View chart
Invesco Aerospace & Defense ETF Etf (PPA)	0.0	$377k		2.1k	176.66	View chart
Deere & Co Common Stock (DE)	0.0	$376k	+35%	593.00	634.50	View chart
ProShares Short QQQ ETF Etf (PSQ)	0.0	$376k	-28%	15k	25.06	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	0.0	$376k		3.8k	98.98	View chart
Cadiz Common Stock (CDZI)	0.0	$368k	-36%	88k	4.18	View chart
Fed Realty Invest Trust Sbi US D0.01 Common Stock (FRT)	0.0	$367k	NEW	3.0k	123.44	View chart
Invesco S&P 500 Low Volatility ETF Etf (SPLV)	0.0	$367k		4.9k	74.91	View chart
CSX Corp Common Stock (CSX)	0.0	$358k		7.5k	47.53	View chart
Vanguard Real Estate ETF Etf (VNQ)	0.0	$358k		3.7k	96.43	View chart
SPDR Nuveen BLMG HG YL MP BND ETF Etf (HYMB)	0.0	$357k	+7%	14k	25.44	View chart
Trane Technologies PLC F Common Stock (TT)	0.0	$357k		727.00	491.16	View chart
iShares iBoxx $ Etf (LQD)	0.0	$355k	-3%	3.3k	109.07	View chart
iShares Select Dividend ETF Etf (DVY)	0.0	$350k		2.2k	156.30	View chart
Ameren Corp Common Stock (AEE)	0.0	$348k		3.1k	113.04	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$346k		4.7k	73.36	View chart
Travelers Common Stock (TRV)	0.0	$344k		1.0k	330.12	View chart
iShares TIPS Bond ETF Etf (TIP)	0.0	$330k	-47%	3.0k	109.43	View chart
Moodys Corp Common Stock (MCO)	0.0	$326k	-2%	719.00	452.92	View chart
Invesco FTSE Rafi US 1000 ETF Etf (PRF)	0.0	$324k		6.0k	54.03	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.0	$322k		5.2k	62.20	View chart
Motorola Solutions Common Stock (MSI)	0.0	$321k	NEW	773.00	415.29	View chart
Stifel Finl Common Stock (SF)	0.0	$318k		4.6k	69.77	View chart
Intuit Common Stock (INTU)	0.0	$316k	-3%	1.2k	261.00	View chart
Blackstone Common Stock (BX)	0.0	$315k	-29%	2.7k	117.69	View chart
Amplify TRNSFRMTNL Data SHRNG ETF Etf (BLOK)	0.0	$314k		5.0k	62.63	View chart
Salesforce Common Stock (CRM)	0.0	$310k	-4%	2.0k	156.66	View chart
FRST TR Clfrna MNCPL HGH Incm ETF Etf (FCAL)	0.0	$302k	NEW	6.1k	49.65	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$298k	+6%	9.4k	31.71	View chart
Vaneck Gold Miners ETF Etf (GDX)	0.0	$298k	-12%	3.9k	75.45	View chart
Rivian Automotive Inc Class A Common Stock (RIVN)	0.0	$291k		17k	17.35	View chart
Select Sector Health Care SPDR ETF Etf (XLV)	0.0	$291k		1.8k	158.66	View chart
Shell PLC F Common Stock (SHEL)	0.0	$288k		3.7k	77.54	View chart
Novo-Nordisk As Vormal F Common Stock (NVO)	0.0	$284k	-22%	5.9k	47.95	View chart
SPDR Ssga Multi Asset Real Retur ETF Etf (RLY)	0.0	$280k	+6%	8.1k	34.51	View chart
Alnylam Pharmaceutl Common Stock (ALNY)	0.0	$278k		924.00	301.03	View chart
Brit Amer Tobacco F Un Common Stock (BTI)	0.0	$275k	+3%	4.4k	61.76	View chart
Viavi Solutions Common Stock (VIAV)	0.0	$270k	NEW	5.7k	47.75	View chart
Qualcomm Common Stock (QCOM)	0.0	$263k	NEW	1.4k	184.79	View chart
iShares Morningstar US Equity ETF Etf (ILCB)	0.0	$263k		2.5k	103.65	View chart
iShares S&P Mid Cap 400 Value ETF Etf (IJJ)	0.0	$261k		1.8k	147.73	View chart
CVS Health Corp Common Stock (CVS)	0.0	$258k	NEW	2.5k	103.45	View chart
Ford Motor Common Stock (F)	0.0	$253k		18k	13.90	View chart
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL)	0.0	$248k	-20%	2.7k	91.67	View chart
Magnite Common Stock (MGNI)	0.0	$247k		13k	18.98	View chart
Synopsys Common Stock (SNPS)	0.0	$247k		553.00	446.07	View chart
Northrop Grumman Common Stock (NOC)	0.0	$245k		481.00	509.53	View chart
Clorox Common Stock (CLX)	0.0	$239k	-27%	2.5k	95.45	View chart
iShares Gold ETF Etf (IAU)	0.0	$238k	-12%	3.1k	75.51	View chart
SPDR Gold Minishares Etv Etf (GLDM)	0.0	$235k		3.0k	79.42	View chart
Invsc SP Smallcap 600 Pure GRWTH ETF Etf (RZG)	0.0	$235k	NEW	3.2k	72.69	View chart
United Parcel SRVC Class B Common Stock (UPS)	0.0	$233k	-5%	2.2k	107.50	View chart
Amplify Ai Powered Equity ETF Etf (AIEQ)	0.0	$230k	-14%	4.6k	49.44	View chart
Mondelez Intl Class A Common Stock (MDLZ)	0.0	$230k		4.0k	57.84	View chart
Vanguard Mid Cap ETF Etf (VO)	0.0	$229k	NEW	2.8k	80.59	View chart
Invsc S P 500 Equal Weight ETF Etf (RSP)	0.0	$229k		1.1k	212.78	View chart
Consolidated Edison Common Stock (ED)	0.0	$228k		2.1k	110.63	View chart
Marsh & MC Lennan Common Stock (MRSH)	0.0	$226k	-5%	1.4k	166.67	View chart
C V B Finl Corp Common Stock (CVBF)	0.0	$226k		10k	22.55	View chart
O Reilly Automotive Common Stock (ORLY)	0.0	$224k	NEW	2.4k	92.09	View chart
CIGNA Group Common Stock (CI)	0.0	$224k		811.00	275.68	View chart
Edwards Lifesciences Common Stock (EW)	0.0	$222k	NEW	2.5k	90.46	View chart
Cisco Systems Common Stock (CSCO)	0.0	$219k	NEW	1.9k	117.48	View chart
Invsc SP 500 Equal WGHT Indstrl ETF Etf (RSPN)	0.0	$218k	NEW	3.4k	63.99	View chart
Moog Inc Class B Common Stock (MOG.B)	0.0	$214k	NEW	500.00	427.16	View chart
iShares Core US REIT ETF Etf (USRT)	0.0	$213k	NEW	3.2k	66.45	View chart
Synchrony Finl Common Stock (SYF)	0.0	$212k	NEW	2.8k	76.05	View chart
Coherent Corp Common Stock (COHR)	0.0	$212k	NEW	537.00	394.47	View chart
VGRD Itc ETF DV Etf (VCIT)	0.0	$209k	-3%	2.5k	82.65	View chart
Nokia Oyj F Common Stock (NOK)	0.0	$208k		16k	13.28	View chart
Colgate-Palmolive Common Stock (CL)	0.0	$208k	NEW	2.3k	91.68	View chart
SPDR S&P 600 Small Cap Value E TF Common Stock (SLYV)	0.0	$206k	NEW	1.9k	109.11	View chart
Uber Technologies Common Stock (UBER)	0.0	$204k	NEW	2.8k	72.16	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.0	$202k	NEW	831.00	242.50	View chart
ProShares Ultra S&P 500 ETF Etf (SSO)	0.0	$201k	NEW	3.0k	67.39	View chart
Neonc Technologies HLDGS Common Stock (NTHI)	0.0	$68k		15k	4.53	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 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
HCR Wealth Advisors 2022 Q3 filed Nov. 7, 2022

View all past filings

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