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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 42.80% of HCR Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FLS, VUG, IEF, GLD, JAAA, VXF, BINC, ESTA, PSQ, VYM.
Started 8 new stock positions in WDC, ESTA, VALE, SOLS, GLW, HOOD, PSQ, T.
Reduced shares in these 10 stocks: AAPL (-$5.8M), , ORCL, AME, OWL, BKLN, , JCI, VRT, SHY.
Sold out of its positions in ADBE, BDTX, OWL, CVS, COHR, CL, EDIT, EW, USRT, MKC. MDB, PSTG, QCOM, REGN, SCHP, XLY, NOW, SHOP, SYF, GDXJ, Vanguard VNG Rus1000val ETF, AON.
HCR Wealth Advisors was a net seller of stock by $-12M.
HCR Wealth Advisors has $964M in assets under management (AUM), dropping by -4.49%.
Central Index Key (CIK): 0001697715

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Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 241 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	13.5	$130M	-4%	511k	253.79	View chart
Vanguard Growth Index Fund ETF Etf (VUG)	10.0	$97M	+2%	222k	436.79	View chart
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)	9.9	$96M		646k	148.10	View chart
Nvidia Corp Common Stock (NVDA)	5.5	$53M		305k	174.40	View chart
Vanguard Extended Market ETF S &P Compl Common Stock (VXF)	3.9	$37M	+2%	182k	205.80	View chart
iShares Core S&P 500 ETF Etf (IVV)	3.4	$33M		51k	653.22	View chart
Alphabet Common Stock (GOOGL)	2.8	$27M	-2%	95k	287.56	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	1.9	$18M		264k	69.75	View chart
First Trust Preferred Securities and Income ETF Etf (FPE)	1.8	$18M		999k	17.75	View chart
Microsoft Common Stock (MSFT)	1.8	$18M		48k	370.17	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	1.7	$16M		129k	124.31	View chart
Ametek Common Stock (AME)	1.5	$15M	-11%	69k	214.36	View chart
Amazon.Com Common Stock (AMZN)	1.2	$12M	+4%	56k	208.27	View chart
Palo Alto Networks Common Stock (PANW)	1.2	$12M	+2%	72k	160.32	View chart
Meta Platforms Common Stock (META)	1.2	$12M		20k	572.14	View chart
BlackRock Flexible Income ETF Etf (BINC)	1.1	$10M	+7%	196k	51.93	View chart
Visa Common Stock (V)	1.0	$10M	-2%	33k	302.25	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.9	$9.1M		31k	294.17	View chart
Janus Henderson Aaa Clo ETF IV Etf (JAAA)	0.9	$8.9M	+9%	177k	50.37	View chart
SPDR Gold TR Gold Etf (GLD)	0.9	$8.9M	+9%	21k	430.29	View chart
Broadcom Common Stock (AVGO)	0.9	$8.6M	-2%	28k	309.51	View chart
Costco Wholesale Common Stock (COST)	0.9	$8.5M		8.5k	996.52	View chart
Vertiv Holdings Co Class A Common Stock (VRT)	0.8	$7.4M	-8%	29k	250.58	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.8	$7.4M		26k	286.87	View chart
Invesco QQQ Trust Etf (QQQ)	0.7	$6.5M		11k	577.21	View chart
Spdr S&p 500 Etf Etf (SPY)	0.7	$6.5M	+2%	9.9k	650.40	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.7	$6.3M		117k	54.05	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.6	$5.8M		12k	479.20	View chart
Tesla Motors Common Stock (TSLA)	0.6	$5.7M		15k	371.76	View chart
Conocophillips Common Stock (COP)	0.6	$5.5M	+3%	42k	132.00	View chart
Autozone Common Stock (AZO)	0.5	$5.2M		1.5k	3377.78	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.5	$5.1M	+4%	8.6k	597.55	View chart
Morgan Stanley Common Stock (MS)	0.5	$5.0M		30k	164.57	View chart
Micron Technology Common Stock (MU)	0.5	$4.9M		15k	337.84	View chart
Autonation Common Stock (AN)	0.5	$4.8M		25k	195.26	View chart
Utilities Select Etf (XLU)	0.5	$4.7M	+2%	102k	45.89	View chart
L3harris Common Stock (LHX)	0.5	$4.6M		13k	345.15	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.5	$4.4M	-8%	152k	29.13	View chart
Eaton Corp PLC F Common Stock (ETN)	0.5	$4.4M		12k	357.67	View chart
Wal-Mart Common Stock (WMT)	0.5	$4.4M		35k	124.28	View chart
Quanta Services Common Stock (PWR)	0.4	$4.3M	-3%	7.8k	549.03	View chart
Chevron Corp. Common Stock (CVX)	0.4	$4.2M		20k	206.90	View chart
Thermo Fisher Common Stock (TMO)	0.4	$4.1M		8.4k	491.58	View chart
Intercontinental Exchange Common Stock (ICE)	0.4	$3.9M	+2%	25k	157.29	View chart
Boeing Common Stock (BA)	0.4	$3.8M		19k	199.03	View chart
ExxonMobil Common Stock (XOM)	0.4	$3.7M		22k	169.66	View chart
Netflix Common Stock (NFLX)	0.4	$3.7M	+14%	39k	96.15	View chart
Caterpillar Common Stock (CAT)	0.4	$3.6M		5.1k	708.55	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.4	$3.5M	-3%	21k	164.13	View chart
American Water Works Common Stock (AWK)	0.4	$3.5M		26k	136.09	View chart
iShares Trust 1-3 Etf (SHY)	0.4	$3.5M	-15%	42k	82.57	View chart
Nextera Energy Common Stock (NEE)	0.4	$3.5M	-5%	37k	92.88	View chart
CME Group Common Stock (CME)	0.3	$3.4M		11k	295.37	View chart
NRG Energy Common Stock (NRG)	0.3	$3.3M		23k	146.14	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.3	$3.3M		36k	90.53	View chart
Abbvie Common Stock (ABBV)	0.3	$3.1M		14k	217.50	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$2.9M		12k	244.44	View chart
United Rentals Common Stock (URI)	0.3	$2.8M	-7%	3.8k	728.57	View chart
Stryker Corp Common Stock (SYK)	0.3	$2.8M		8.4k	328.62	View chart
Home Depot Common Stock (HD)	0.3	$2.7M		8.3k	328.93	View chart
Flowserve Corp Common Stock (FLS)	0.3	$2.7M	+888%	37k	73.51	View chart
Honeywell Common Stock (HON)	0.3	$2.7M		12k	226.04	View chart
Starbucks Corp Common Stock (SBUX)	0.3	$2.7M	-2%	30k	89.59	View chart
Bank Of America Corp Common Stock (BAC)	0.3	$2.6M		54k	48.75	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	0.3	$2.5M	+95%	27k	95.44	View chart
Vanguard Total Stock Market Index Fund ETF Etf (VTI)	0.2	$2.3M		7.2k	320.82	View chart
Transdigm Group Common Stock (TDG)	0.2	$2.2M	-6%	1.9k	1159.26	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$2.1M	-7%	33k	64.08	View chart
Walt Disney Common Stock (DIS)	0.2	$2.1M	+3%	22k	96.38	View chart
iShares Core S&P Mid Cap Common Stock (IJH)	0.2	$2.1M		31k	67.53	View chart
First Trust TCW Unconstrained Plus Bond ETF Etf (UCON)	0.2	$2.1M	+28%	85k	24.77	View chart
Allstate Corp Common Stock (ALL)	0.2	$2.1M		10k	207.34	View chart
PIMCO Enhanced SHRT Maturty Actv ETF Etf (MINT)	0.2	$2.0M		20k	100.57	View chart
Freeport-Mcmoran Common Stock (FCX)	0.2	$2.0M		35k	58.78	View chart
RTX Corp Common Stock (RTX)	0.2	$2.0M	+12%	10k	192.90	View chart
iShares High Yield Corporat Bond ETF Etf (SHYG)	0.2	$1.9M	-5%	46k	42.31	View chart
ProShares Large Cap Core Plus ETF Etf (CSM)	0.2	$1.9M		26k	74.82	View chart
Fedex Corp Common Stock (FDX)	0.2	$1.9M		5.4k	356.23	View chart
Goldman Sachs Group Common Stock (GS)	0.2	$1.9M	-11%	2.3k	846.05	View chart
Mastercard Common Stock (MA)	0.2	$1.9M		3.7k	499.67	View chart
Amgen Common Stock (AMGN)	0.2	$1.7M		4.8k	351.85	View chart
Alps Alerian MLP ETF Etf (AMLP)	0.2	$1.7M	-2%	32k	52.64	View chart
Vanguard Small Cap ETF IV Etf (VB)	0.2	$1.7M		6.3k	261.93	View chart
Invesco Senior Loan ETF Etf (BKLN)	0.2	$1.7M	-47%	81k	20.41	View chart
iShares Bitcoin ETF Etf (IBIT)	0.2	$1.6M	+8%	42k	38.42	View chart
First Trust TCW Opportunistic Fixed Income ETF Etf (FIXD)	0.2	$1.6M		37k	43.59	View chart
McDonalds Common Stock (MCD)	0.2	$1.6M		5.1k	310.79	View chart
iShares US Technology ETF Etf (IYW)	0.2	$1.6M	-6%	8.7k	181.44	View chart
GE Vernova Common Stock (GEV)	0.2	$1.5M	-2%	1.7k	872.90	View chart
Johnson Controls Inter F Common Stock (JCI)	0.2	$1.5M	-31%	11k	130.95	View chart
Zoetis Common Stock (ZTS)	0.1	$1.4M	-4%	12k	118.22	View chart
Vanguard Information Technology Index Fund ETF Etf (VGT)	0.1	$1.3M		1.9k	697.85	View chart
Altria Group Common Stock (MO)	0.1	$1.3M		20k	65.99	View chart
iShares 3-7 Year Treasury Bond ETF Etf (IEI)	0.1	$1.3M	-4%	11k	118.60	View chart
Charles Schwab Corp Common Stock (SCHW)	0.1	$1.3M		14k	93.98	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.1	$1.3M		9.6k	132.90	View chart
iShares California Muni Bond ETF Etf (CMF)	0.1	$1.3M	+3%	22k	56.86	View chart
iShares Russell 2000 ETF Etf (IWM)	0.1	$1.3M		5.1k	248.05	View chart
Lilly Eli & Co Common Stock (LLY)	0.1	$1.2M		1.4k	920.18	View chart
Procter & Gamble Common Stock (PG)	0.1	$1.2M	-6%	8.6k	144.45	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$1.1M		18k	61.26	View chart
Aflac Common Stock (AFL)	0.1	$1.1M		9.6k	109.71	View chart
Marvell Technology Common Stock (MRVL)	0.1	$1.1M	+2%	11k	99.05	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.1	$1.1M	-18%	14k	73.64	View chart
Philip Morris Intl Common Stock (PM)	0.1	$1.0M	-2%	6.3k	165.36	View chart
Constellation Brands Common Stock (STZ)	0.1	$995k	+8%	6.6k	150.02	View chart
Palantir Technologies In Class A Common Stock (PLTR)	0.1	$993k	+74%	6.8k	146.28	View chart
Rocket Cos Common Stock (RKT)	0.1	$988k	-4%	69k	14.25	View chart
PIMCO Active Bond ETF Etf (BOND)	0.1	$971k		11k	92.28	View chart
Grayscale Bitcoin TR BTC Fund (GBTC)	0.1	$970k	+6%	18k	52.76	View chart
American States Water Common Stock (AWR)	0.1	$966k	-3%	13k	75.62	View chart
iShares Core S&P Total US Stock Mark Etf (ITOT)	0.1	$957k		6.7k	142.43	View chart
Oracle Corp Common Stock (ORCL)	0.1	$955k	-74%	6.5k	147.12	View chart
Church &dwight Common Stock (CHD)	0.1	$954k		10k	93.32	View chart
General Electric Common Stock (GE)	0.1	$943k		3.3k	283.80	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$937k		12k	79.61	View chart
iShares Treasury Floating Rate B ETF Etf (TFLO)	0.1	$918k		18k	50.63	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$908k	+26%	2.0k	460.99	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$903k		1.5k	604.39	View chart
iShares Preferred Income Sec ETF IV Etf (PFF)	0.1	$872k	-15%	29k	30.32	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$811k		7.2k	113.11	View chart
Coca-Cola Common Stock (KO)	0.1	$772k		10k	76.05	View chart
iShares MSCI USA QLTY Fact ETF Etf (QUAL)	0.1	$766k		4.0k	191.81	View chart
Schwab US Large Cap ETF Etf (SCHX)	0.1	$761k	+3%	30k	25.64	View chart
Taiwan Semiconductr F Common Stock (TSM)	0.1	$719k	+35%	2.1k	337.95	View chart
Establishment Labs HLD F Common Stock (ESTA)	0.1	$718k	NEW	13k	56.78	View chart
Citigroup Common Stock (C)	0.1	$699k		6.2k	113.43	View chart
SPDR Dow Jones Industrial Avrg ETF Etf (DIA)	0.1	$695k	-4%	1.5k	463.23	View chart
Advanced Micro Device In Common Stock (AMD)	0.1	$679k		3.3k	203.46	View chart
Cadiz Common Stock (CDZI)	0.1	$678k	+69%	138k	4.91	View chart
ProShares Short QQQ ETF Etf (PSQ)	0.1	$676k	NEW	21k	32.19	View chart
Linde PLC F Common Stock (LIN)	0.1	$661k	+13%	1.3k	495.76	View chart
Parker-Hannifin Corp Common Stock (PH)	0.1	$638k		713.00	895.24	View chart
Capital One FC Common Stock (COF)	0.1	$638k		3.5k	182.48	View chart
iShares TIPS Bond ETF Etf (TIP)	0.1	$631k	+89%	5.7k	110.36	View chart
Phillips 66 Common Stock (PSX)	0.1	$600k	-6%	3.3k	182.18	View chart
Amplify Cybersecurity ETF Etf (HACK)	0.1	$575k	+4%	7.7k	75.09	View chart
Vanguard Health Care ETF Etf (VHT)	0.1	$572k	-7%	2.1k	272.44	View chart
SPDR S&P Midcap 400 ETF Etf (MDY)	0.1	$572k		926.00	617.13	View chart
Sandisk Corp Common Stock (SNDK)	0.1	$571k	-16%	898.00	635.34	View chart
Sempra Common Stock (SRE)	0.1	$569k		5.9k	97.17	View chart
Sherwin Williams Common Stock (SHW)	0.1	$558k		1.7k	320.55	View chart
Merck &co Common Stock (MRK)	0.1	$555k		4.6k	120.30	View chart
Verizon Common Stock (VZ)	0.1	$547k	-3%	11k	50.20	View chart
First Dorsey Wright Focus 5 ETF IV Etf (FV)	0.1	$547k	+2%	9.0k	60.44	View chart
Intuit Common Stock (INTU)	0.1	$542k		1.3k	432.38	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.1	$540k		5.6k	97.13	View chart
UnitedHealth Group Common Stock (UNH)	0.1	$524k	-2%	1.9k	270.66	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.1	$515k	+7%	9.1k	56.80	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	0.1	$511k	-23%	6.5k	78.41	View chart
iShares US Real Estate ETF Etf (IYR)	0.1	$498k		5.3k	94.57	View chart
iShares Core High Etf (HDV)	0.1	$495k	-10%	3.6k	135.72	View chart
American Express Common Stock (AXP)	0.1	$494k		1.6k	302.48	View chart
MGM Resorts Intl Common Stock (MGM)	0.1	$493k	+17%	13k	37.01	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.1	$488k	+8%	2.3k	211.15	View chart
Schwab International Equity ETF Etf (SCHF)	0.0	$471k		19k	24.75	View chart
Vanguard Muni BND Tax Common Stock (VTEB)	0.0	$466k		9.3k	49.89	View chart
Ibm Common Stock (IBM)	0.0	$460k		1.9k	242.39	View chart
iShares Biotechnology ETF Etf (IBB)	0.0	$458k		2.7k	168.90	View chart
iShares JP Morgan Usd Emerging Marke Etf (EMB)	0.0	$443k		4.7k	93.93	View chart
Blackstone Common Stock (BX)	0.0	$437k	-41%	3.8k	115.01	View chart
Nike Inc Class B Common Stock (NKE)	0.0	$432k	-11%	8.2k	52.82	View chart
FT Vest Fund Of Buffer ETF Etf (BUFR)	0.0	$429k	+8%	13k	33.77	View chart
iShares Short Term NTNL Mun BND ETF Etf (SUB)	0.0	$426k		4.0k	106.50	View chart
Schwab US Small Cap ETF Etf (SCHA)	0.0	$423k		15k	29.08	View chart
First Trust Managed Municipal ETF IV Etf (FMB)	0.0	$423k		8.3k	50.66	View chart
Gabelli Equity CF Fund (GAB)	0.0	$422k		75k	5.60	View chart
iShares US Aerospace Defense ETF Etf (ITA)	0.0	$417k	-3%	1.9k	218.75	View chart
Vaneck Gold Miners ETF Etf (GDX)	0.0	$414k	-6%	4.5k	91.77	View chart
TJX Companies Common Stock (TJX)	0.0	$413k		2.6k	159.70	View chart
Select STR Financial Select SPDR ETF Etf (XLF)	0.0	$399k	-5%	8.1k	49.38	View chart
iShares S&P Mid Cap 400 GRWTH ETF Etf (IJK)	0.0	$394k		3.9k	100.62	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.0	$392k		919.00	426.58	View chart
Salesforce Common Stock (CRM)	0.0	$386k		2.1k	186.67	View chart
Nexstar Media Group Inc Com CL A Common Stock (NXST)	0.0	$384k	-15%	2.1k	180.83	View chart
Asml Holding N V F Common Stock (ASML)	0.0	$379k	+3%	287.00	1320.83	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	0.0	$377k		3.8k	99.27	View chart
iShares iBoxx $ Etf (LQD)	0.0	$370k	-11%	3.4k	108.99	View chart
iShares US Financials ETF Etf (IYF)	0.0	$362k	-18%	3.1k	117.66	View chart
Invesco S&P 500 Low Volatility ETF Etf (SPLV)	0.0	$361k	+10%	4.9k	73.15	View chart
Clorox Common Stock (CLX)	0.0	$360k	-10%	3.5k	103.66	View chart
Invesco Aerospace & Defense ETF Etf (PPA)	0.0	$353k		2.1k	165.71	View chart
Pepsico Common Stock (PEP)	0.0	$347k		2.2k	155.33	View chart
Shell PLC F Common Stock (SHEL)	0.0	$345k		3.7k	93.00	View chart
iShares Select Dividend ETF Etf (DVY)	0.0	$339k		2.2k	151.41	View chart
Stifel Finl Common Stock (SF)	0.0	$338k	+50%	4.6k	73.92	View chart
Ameren Corp Common Stock (AEE)	0.0	$337k		3.1k	109.92	View chart
iShares MSCI USA Esg Select ETF Etf (SUSA)	0.0	$337k		2.6k	132.10	View chart
Vanguard Real Estate ETF Etf (VNQ)	0.0	$328k	-10%	3.7k	88.72	View chart
Northrop Grumman Common Stock (NOC)	0.0	$325k		476.00	682.49	View chart
SPDR Nuveen BLMG HG YL MP BND ETF Etf (HYMB)	0.0	$324k	-23%	13k	24.80	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.0	$323k		5.2k	62.57	View chart
Moodys Corp Common Stock (MCO)	0.0	$321k		736.00	436.25	View chart
iShares Gold ETF Etf (IAU)	0.0	$317k		3.6k	88.16	View chart
Progressive Co Ohio Common Stock (PGR)	0.0	$312k		1.6k	198.24	View chart
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL)	0.0	$312k	-5%	3.4k	91.67	View chart
Corning Common Stock (GLW)	0.0	$309k	NEW	2.3k	135.97	View chart
Travelers Common Stock (TRV)	0.0	$308k		1.1k	291.68	View chart
CSX Corp Common Stock (CSX)	0.0	$308k		7.5k	41.05	View chart
Alnylam Pharmaceutl Common Stock (ALNY)	0.0	$306k		924.00	330.87	View chart
Trane Technologies PLC F Common Stock (TT)	0.0	$303k		728.00	416.74	View chart
Invesco FTSE Rafi US 1000 ETF Etf (PRF)	0.0	$285k		6.0k	47.53	View chart
Novo-Nordisk As Vormal F Common Stock (NVO)	0.0	$279k	-26%	7.6k	36.75	View chart
SPDR Gold Minishares Etv Etf (GLDM)	0.0	$275k		3.0k	92.69	View chart
SPDR Ssga Multi Asset Real Retur ETF Etf (RLY)	0.0	$274k	-28%	7.6k	36.15	View chart
Robinhood Markets Inc Com CL A Common Stock (HOOD)	0.0	$272k	NEW	3.9k	69.30	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$271k		8.8k	30.68	View chart
Select Sector Health Care SPDR ETF Etf (XLV)	0.0	$269k		1.8k	146.61	View chart
Vaneck Semiconductor ETF Etf (SMH)	0.0	$266k	+3%	693.00	383.40	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$264k		4.7k	56.32	View chart
Rivian Automotive Inc Class A Common Stock (RIVN)	0.0	$253k	+10%	17k	15.05	View chart
Brit Amer Tobacco F Un Common Stock (BTI)	0.0	$251k	-2%	4.3k	58.47	View chart
Amplify TRNSFRMTNL Data SHRNG ETF Etf (BLOK)	0.0	$250k		5.0k	49.81	View chart
Marsh & MC Lennan Common Stock (MRSH)	0.0	$249k		1.4k	173.45	View chart
Deere & Co Common Stock (DE)	0.0	$247k		439.00	563.50	View chart
iShares Semiconductor ETF IV Etf (SOXX)	0.0	$247k	+4%	752.00	328.66	View chart
Solstice Advanced Common Stock (SOLS)	0.0	$238k	NEW	3.1k	76.16	View chart
Amplify Ai Powered Equity ETF Etf (AIEQ)	0.0	$235k	-11%	5.4k	43.23	View chart
Consolidated Edison Common Stock (ED)	0.0	$232k		2.1k	113.18	View chart
At&t Common Stock (T)	0.0	$232k	NEW	8.0k	28.99	View chart
iShares S&P Mid Cap 400 Value ETF Etf (IJJ)	0.0	$231k		1.7k	132.50	View chart
iShares Morningstar US Equity ETF Etf (ILCB)	0.0	$228k		2.5k	89.86	View chart
Mondelez Intl Class A Common Stock (MDLZ)	0.0	$227k		3.9k	57.64	View chart
United Parcel SRVC Class B Common Stock (UPS)	0.0	$225k	-7%	2.3k	98.38	View chart
Synopsys Common Stock (SNPS)	0.0	$220k		556.00	396.48	View chart
Crowdstrike HLDGS Inc Class A Common Stock (CRWD)	0.0	$218k	+27%	559.00	390.41	View chart
iShares TR 20 YR TR Etf (TLT)	0.0	$218k	-7%	2.5k	86.71	View chart
VGRD Itc ETF DV Etf (VCIT)	0.0	$217k		2.6k	82.75	View chart
CIGNA Group Common Stock (CI)	0.0	$215k		807.00	266.75	View chart
Ford Motor Common Stock (F)	0.0	$211k		18k	11.54	View chart
Vale S.A. Spons Ads Repr 1 Common Stock (VALE)	0.0	$210k	NEW	13k	15.91	View chart
Invsc S P 500 Equal Weight ETF Etf (RSP)	0.0	$206k		1.1k	192.00	View chart
Western Digital Corp Common Stock (WDC)	0.0	$206k	NEW	762.00	270.49	View chart
Kennedy Wilson HLDGS Common Stock (KW)	0.0	$206k		19k	10.82	View chart
Idexx Labs Common Stock (IDXX)	0.0	$206k		366.00	561.89	View chart
Grayscale Bitcoin Mini Trust ETF Etf (BTC)	0.0	$205k		6.8k	29.99	View chart
C V B Finl Corp Common Stock (CVBF)	0.0	$194k		10k	19.39	View chart
Magnite Common Stock (MGNI)	0.0	$154k		13k	11.88	View chart
Nokia Oyj F Common Stock (NOK)	0.0	$124k		15k	8.04	View chart
Neonc Technologies HLDGS Common Stock (NTHI)	0.0	$105k		15k	7.01	View chart
Mobix Labs Inc Class A Common Stock (MOBX)	0.0	$10k		30k	0.33	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 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
HCR Wealth Advisors 2022 Q2 filed Aug. 12, 2022

View all past filings

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