HCR Wealth Advisors

Latest statistics and disclosures from HCR Wealth Advisors's latest quarterly 13F-HR filing:

Portfolio Holdings for HCR Wealth Advisors

Companies in the HCR Wealth Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 16.87 231.92k 254.29
iShares Barclays 20+ Yr Treas.Bond (TLT) 8.65 183.43k -6% 164.76
Vanguard Growth ETF (VUG) 8.64 192.72k -2% 156.69
Vanguard High Dividend Yield ETF (VYM) 6.49 320.55k -14% 70.75
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 5.03 177.75k -4% 98.98
D First Tr Exchange-traded (FPE) 3.27 696.29k 16.40
Microsoft Corporation (MSFT) 2.86 63.43k 157.71
Proshares Tr short qqq (PSQ) 2.80 384.67k +417% 25.41
Alphabet Inc Class A cs (GOOGL) 1.94 5.83k 1161.89
Visa (V) 1.80 39.02k -3% 161.11
Amazon (AMZN) 1.31 2.35k 1949.70
Starbucks Corporation (SBUX) 1.17 62.39k +4% 65.73
Nextera Energy (NEE) 1.14 16.61k 240.61
American Water Works (AWK) 1.10 32.26k 119.55
Facebook Inc cl a (FB) 1.06 22.22k -6% 166.82
Walt Disney Company (DIS) 1.02 37.06k +19% 96.59
iShares S&P US Pref Stock Idx Fnd (PFF) 0.97 109.08k 31.13
Costco Wholesale Corporation (COST) 0.95 11.59k 285.16
Energy Select Sector SPDR (XLE) 0.86 103.82k +2902% 29.06
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.85 24.42k 121.50
Utilities SPDR (XLU) 0.82 51.52k 55.42
Berkshire Hathaway (BRK.B) 0.77 14.81k NEW 182.86
Intel Corporation (INTC) 0.70 45.48k -4% 54.11
Schwab U S Large Cap Growth ETF (SCHG) 0.70 30.86k -4% 79.64
Thermo Fisher Scientific (TMO) 0.65 7.96k 283.56
Clorox Company (CLX) 0.63 12.64k 173.21
Merck & Co (MRK) 0.61 27.80k 76.94
SPDR S&P 500 ETF (SPY) 0.57 7.72k +15% 257.81
Service Corporation International (SCI) 0.55 49.02k 39.10
CoreSite Realty (COR) 0.53 16.12k +4% 115.90
SPDR Gold Trust (GLD) 0.52 12.35k 148.08
CME (CME) 0.51 10.29k -2% 172.94
Johnson & Johnson (JNJ) 0.51 13.50k -24% 131.13
JPMorgan Chase & Co. (JPM) 0.50 19.50k -59% 90.05
Procter & Gamble Company (PG) 0.50 15.80k -68% 109.97
American States Water Company (AWR) 0.50 21.21k -2% 81.74
Kellogg Company (K) 0.49 28.57k 59.98
Bank of America Corporation (BAC) 0.49 80.18k NEW 21.21
Home Depot (HD) 0.46 8.60k 186.67
Netflix (NFLX) 0.45 4.14k 375.48
Alphabet Inc Class C cs (GOOG) 0.44 1.31k -21% 1162.99
Honeywell International (HON) 0.44 11.40k 133.80
Intercontinentalex.. (ICE) 0.41 17.78k 80.75
Bristol Myers Squibb (BMY) 0.39 24.58k NEW 55.73
Chevron Corporation (CVX) 0.39 18.80k -41% 72.44
iShares Dow Jones US Real Estate (IYR) 0.38 18.94k +5% 69.60
McDonald's Corporation (MCD) 0.38 7.93k +4% 165.32
Target Corporation (TGT) 0.38 14.10k 93.01
Wal-Mart Stores (WMT) 0.37 11.37k 113.63
Ecolab (ECL) 0.37 8.28k -4% 155.80
NIKE (NKE) 0.36 15.34k -3% 82.74
Exxon Mobil Corporation (XOM) 0.36 32.89k -23% 37.98
Alibaba Group Holding Ltd Spon (BABA) 0.35 6.20k -3% 194.42
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 0.34 19.70k 60.51
AT&T (T) 0.33 39.64k -9% 29.16
Amgen (AMGN) 0.33 5.66k -6% 202.76
AutoZone (AZO) 0.32 1.33k NEW 845.63
Public Storage (PSA) 0.31 5.44k NEW 198.60
Verizon Communications (VZ) 0.31 20.05k 53.70
Zoetis Inc Cl A (ZTS) 0.31 9.09k 117.69
Constellation Brands (STZ) 0.30 7.29k +2% 143.39
Jp Morgan Alerian Mlp Index (AMJ) 0.29 111.27k -16% 9.03
Palo Alto Networks (PANW) 0.28 6.01k 163.89
NVIDIA Corporation (NVDA) 0.28 3.72k 263.69
Allstate Corporation (ALL) 0.27 10.20k -19% 91.75
Church & Dwight (CHD) 0.27 14.46k 64.17
ConocoPhillips (COP) 0.26 30.04k -15% 30.80
Altria (MO) 0.26 23.70k -7% 38.69
QUALCOMM (QCOM) 0.25 12.75k 67.69
SPDR Dow Jones Industrial Average ETF (DIA) 0.24 3.87k 219.15
Morgan Stanley (MS) 0.24 24.69k -5% 33.98
First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) 0.24 15.88k +23% 52.71
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.23 6.47k +4% 123.47
Pimco Total Return Etf totl (BOND) 0.22 7.09k +24% 106.24
iShares Dow Jones Select Dividend (DVY) 0.22 10.24k -5% 73.55
iShares Dow Jones US Technology (IYW) 0.21 3.66k -18% 204.37
BlackRock MuniYield California Fund (MYC) 0.21 54.97k NEW 13.23
MasterCard Incorporated (MA) 0.20 2.86k -20% 241.52
Caterpillar (CAT) 0.20 5.93k NEW 115.96
Citigroup (C) 0.19 16.02k +2% 42.14
Oracle Corporation (ORCL) 0.19 13.61k -86% 48.35
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 0.19 12.05k 54.11
Biotelemetry (BEAT) 0.18 16.67k NEW 38.52
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 0.17 23.08k -15% 25.69
Epam Systems (EPAM) 0.17 3.11k 185.73
Tesla Motors (TSLA) 0.16 1.06k -6% 523.63
International Business Machines (IBM) 0.16 4.95k -7% 110.91
Wells Fargo & Company (WFC) 0.15 17.94k -20% 28.71
Etf Managers Tr ai powered eqt (AIEQ) 0.15 22.62k -31% 22.41
U.S. Bancorp (USB) 0.14 13.84k -14% 34.48
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.13 3.01k -2% 152.87
Charles Schwab Corporation (SCHW) 0.13 13.66k 33.60
iShares S&P 1500 Index Fund (ITOT) 0.13 7.95k 57.22
Ameren Corporation (AEE) 0.13 6.21k -2% 72.75
Nuveen California Municipal Value Fund (NCA) 0.13 44.44k 9.99
SPDR S&P MidCap 400 ETF (MDY) 0.13 1.69k NEW 262.88
Raytheon Company 0.13 4.25k +315% 103.69
Johnson Controls International Plc equity (JCI) 0.13 16.30k -9% 26.94
Sempra Energy (SRE) 0.12 3.67k 112.96
Editas Medicine (EDIT) 0.11 19.75k NEW 19.85
Vaneck Vectors Etf Tr fallen angel hg (ANGL) 0.11 15.18k 25.30
Philip Morris International (PM) 0.11 5.23k 72.88
Vanguard Total Stock Market ETF (VTI) 0.11 2.95k +10% 128.81
Ball Corporation (BLL) 0.11 5.85k NEW 64.32
McCormick & Company, Incorporated (MKC) 0.11 2.66k -5% 141.03
Universal Display Corporation (OLED) 0.11 2.80k +55% 131.79
salesforce (CRM) 0.11 2.56k -2% 143.92
Coca-Cola Company (KO) 0.10 8.24k +7% 44.29
Realty Income (O) 0.10 7.12k -78% 49.87
Boeing Company (BA) 0.10 2.32k NEW 149.33
Wisdomtree Tr bofa merlyn ze (HYZD) 0.10 18.50k 18.65
Pfizer (PFE) 0.09 10.16k -57% 32.67
Ishares High Dividend Equity F (HDV) 0.09 4.45k -21% 71.54
iShares Lehman Aggregate Bond (AGG) 0.09 2.71k +16% 115.33
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.09 1.78k 175.58
Snap Inc cl a (SNAP) 0.09 26.10k NEW 11.88
iShares Russell 1000 Value Index (IWD) 0.09 3.10k 99.23
Pimco CA Municipal Income Fund (PCQ) 0.09 19.55k 15.60
Health Care SPDR (XLV) 0.09 3.36k +4% 88.69
Paypal Holdings (PYPL) 0.08 3.05k -7% 95.80
Doubleline Income Solutions (DSL) 0.08 21.78k -4% 13.36
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.08 3.33k +177% 86.71
Spdr Series Trust cmn (HYMB) 0.08 5.11k 54.79
Northrop Grumman Corporation (NOC) 0.08 914 303.06
CVS Caremark Corporation (CVS) 0.08 4.47k NEW 59.23
Intuitive Surgical (ISRG) 0.08 533 495.31
Consolidated Edison (ED) 0.08 3.37k -12% 78.02
Kennedy-Wilson Holdings (KW) 0.07 19.04k +4% 13.44
iShares Russell 1000 Growth Index (IWF) 0.07 1.66k 150.36
Consumer Staples Select Sect. SPDR (XLP) 0.07 4.52k +82% 54.44
PIMCO Corporate Opportunity Fund (PTY) 0.07 19.01k +11% 12.89
Take-Two Interactive Software (TTWO) 0.07 2.00k 118.62
Lowe's Companies (LOW) 0.07 2.74k NEW 86.04
American Express Company (AXP) 0.07 2.74k 85.50
iShares Barclays TIPS Bond Fund (TIP) 0.07 1.94k 118.16
Dominion Resources (D) 0.07 3.18k NEW 72.06
Nexstar Broadcasting (NXST) 0.07 3.95k 57.72
Rubicon Proj (RUBI) 0.06 40.60k -10% 5.54
MGM Resorts International. (MGM) 0.06 19.00k 11.79
General Electric Company (GE) 0.06 28.26k 7.93
FedEx Corporation (FDX) 0.06 1.77k +6% 121.54
Voya Prime Rate Trust sh ben int (PPR) 0.06 57.75k 3.71
Activision Blizzard (ATVI) 0.06 3.60k NEW 59.48
ProShares Ultra S&P500 (SSO) 0.06 2.36k NEW 88.98
British American Tobac (BTI) 0.06 6.07k NEW 34.27
Vector (VGR) 0.06 20.89k 9.43
iShares S&P Global Consumer Staple (KXI) 0.05 3.75k 47.94
iShares Dow Jones US Consumer Goods (IYK) 0.05 1.48k 108.47
iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) 0.04 2.88k 51.30
iShares FTSE KLD Select Scil Idx (SUSA) 0.04 1.25k 109.60
iShares Dow Jones US Medical Dev. (IHI) 0.04 606 -4% 226.07
iShares S&P 500 Index (IVV) 0.04 495 258.59
iShares NASDAQ Biotechnology Index (IBB) 0.03 1.13k +4% 107.96
Advisorshares Tr activ bear etf (HDGE) 0.03 15.87k -66% 6.93
Key (KEY) 0.03 10.00k 10.40
Schwab U S Small Cap ETF (SCHA) 0.03 2.01k 51.32
iShares Russell 2000 Index (IWM) 0.03 883 -42% 114.38
iShares Dow Jones US Financial (IYF) 0.03 1.02k -10% 97.56
iShares S&P 100 Index (OEF) 0.03 1.44k -7% 62.63
Ford Motor Company (F) 0.03 18.32k 4.80
Vanguard S&p 500 Etf idx (VOO) 0.02 361 +2% 238.23
iShares MSCI Emerging Markets Indx (EEM) 0.02 2.51k 34.22
Vaneck Vectors Etf Tr morningstar wide (MOAT) 0.02 1.81k -17% 43.53
Schwab International Equity ETF (SCHF) 0.02 2.92k 25.69
Financial Select Sector SPDR (XLF) 0.02 3.57k -61% 20.75
Schwab Strategic Tr us lrg cap etf (SCHX) 0.02 1.18k 61.22
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.02 506 +10020% 132.41
Etf Managers Tr tierra xp latin (MJ) 0.02 5.59k NEW 11.44
iShares Russell 1000 Index (IWB) 0.02 452 141.59
iShares Russell Midcap Index Fund (IWR) 0.02 1.31k 45.84
iShares S&P MidCap 400 Value Index (IJJ) 0.02 321 177.57
Sirius Xm Holdings (SIRI) 0.02 11.53k -18% 4.94
iShares Dow Jones US Tele (IYZ) 0.02 2.19k 24.66
Nokia Corporation (NOK) 0.02 17.25k +4% 3.07
iShares iBoxx $ High Yid Corp Bond (HYG) 0.01 630 -10% 77.78
iShares Lehman MBS Bond Fund (MBB) 0.01 425 110.59
iShares S&P Asia 50 Index Fund (AIA) 0.01 800 +68% 56.25
Etf Managers Tr bluestar ta big (ITEQ) 0.01 1.15k NEW 35.65
iShares MSCI EAFE Index Fund (EFA) 0.01 765 53.59
iShares Dow Jones US Utilities (IDU) 0.01 276 137.68
Vanguard REIT ETF (VNQ) 0.01 486 +23% 69.96
SPDR KBW Insurance (KIE) 0.01 1.32k -96% 24.91
SPDR KBW Regional Banking (KRE) 0.01 965 32.12
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.01 600 51.67
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 0.01 1.45k 20.69
Aytu Bioscience (AYTU) 0.01 20.00k NEW 1.50
Schwab Strategic Tr cmn (SCHV) 0.01 667 44.98
Proshares Tr pshs consmr svcs (UCC) 0.01 400 NEW 72.50
WisdomTree MidCap Earnings Fund (EZM) 0.01 1.05k 26.62
Pimco Etf Tr 25yr+ zero u s (ZROZ) 0.01 150 173.33
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.01 218 114.68
iShares S&P Global Healthcare Sect. (IXJ) 0.01 353 -7% 62.32
iShares Russell 2000 Growth Index (IWO) 0.01 127 157.48
Proshares Tr pshs consmrgoods (UGE) 0.01 600 NEW 33.33
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.01 320 56.25
iShares Dow Jones Transport. Avg. (IYT) 0.00 125 136.00
iShares Russell 2000 Value Index (IWN) 0.00 203 -6% 83.74
SPDR DB Int'l Govt Infl Pro Bond (WIP) 0.00 325 49.23
Technology SPDR (XLK) 0.00 185 81.08
ProShares Ultra Utilities (UPW) 0.00 300 NEW 46.67
Schwab Strategic Tr us dividend eq (SCHD) 0.00 320 43.75
iShares FTSE/Xinhua China 25 Index (FXI) 0.00 379 36.94
Real Estate Select Sect Spdr (XLRE) 0.00 441 31.75
Consumer Discretionary SPDR (XLY) 0.00 130 100.00
Ishares Tr usa min vo (USMV) 0.00 235 +11% 55.32
Proshares Ultrashort Qqq etf (QID) 0.00 500 NEW 24.00
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.00 2.09M 0.01
iShares S&P SmallCap 600 Index (IJR) 0.00 173 57.80
SPDR KBW Bank (KBE) 0.00 380 26.32
iShares Dow Jones US Healthcare (IYH) 0.00 54 -97% 185.19
SPDR DJ Wilshire Large Cap Value (SPYV) 0.00 400 25.00
Vanguard Mid-Cap Growth ETF (VOT) 0.00 73 123.29
iShares S&P MidCap 400 Index (IJH) 0.00 60 150.00
Moleculin Biotech (MBRX) 0.00 15.00k NEW 0.60
Vanguard Small-Cap Growth ETF (VBK) 0.00 57 157.89
iShares Russell 3000 Value Index (IUSV) 0.00 175 45.71
iShares Russell 3000 Growth Index (IUSG) 0.00 115 60.87
Vanguard Mid-Cap Value ETF (VOE) 0.00 87 80.46
Schwab Intl Small Cap Equity ETF (SCHC) 0.00 242 24.79
Vanguard Small-Cap Value ETF (VBR) 0.00 70 85.71
SPDR S&P Dividend (SDY) 0.00 80 +60% 75.00
WisdomTree Emerging Markets Eq (DEM) 0.00 200 30.00
Ishares Inc msci india index (INDA) 0.00 250 24.00
Schwab Strategic Tr schwb fdt int sc (FNDC) 0.00 219 22.83
Sch Fnd Intl Lg Etf (FNDF) 0.00 260 19.23
Schwab Strategic Tr intrm trm (SCHR) 0.00 86 58.14
Schwab Strategic Tr us aggregate b (SCHZ) 0.00 66 60.61
Schwab U S Broad Market ETF (SCHB) 0.00 68 58.82
iShares S&P 500 Value Index (IVE) 0.00 32 NEW 93.75
Vanguard Mid-Cap ETF (VO) 0.00 19 -96% 105.26
iShares Cohen & Steers Realty Maj. (ICF) 0.00 20 100.00
Ishares Tr eafe min volat (EFAV) 0.00 25 80.00
First Tr Exchange Traded Fd high income etf (FTHI) 0.00 100 20.00
Proshares Tr mdcp 400 divid (REGL) 0.00 50 40.00
Schwab Emerging Markets Equity ETF (SCHE) 0.00 102 19.61
WisdomTree Global Equity Income (DEW) 0.00 35 28.57

Past Filings by HCR Wealth Advisors

View past SEC 13F filings by HCR Wealth Advisors

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