HCR Wealth Advisors

HCR Wealth Advisors as of Sept. 30, 2020

Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 240 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 18.3 $80M 691k 115.86
Vanguard Whitehall Fds High Div Yld (VYM) 9.6 $42M 518k 80.96
Vanguard Index Fds Growth Etf (VUG) 7.9 $35M 152k 228.07
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 3.6 $16M 832k 19.19
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.6 $16M 97k 162.68
Proshares Tr Short S&p 500 Ne (SH) 3.5 $15M 760k 20.32
Microsoft Corporation (MSFT) 3.0 $13M 61k 210.63
Alphabet Cap Stk Cl A (GOOGL) 2.2 $9.7M 6.6k 1478.60
Visa Com Cl A (V) 1.8 $7.7M 39k 199.22
Amazon (AMZN) 1.5 $6.7M 2.1k 3163.51
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.4 $6.2M 61k 101.96
Facebook Cl A (META) 1.4 $6.1M 23k 263.95
Starbucks Corporation (SBUX) 1.3 $5.6M 66k 86.20
Ishares Tr Nasdaq Biotech (IBB) 1.1 $4.8M 36k 135.45
American Water Works (AWK) 1.1 $4.8M 33k 145.11
Nextera Energy (NEE) 1.1 $4.7M 18k 267.71
Costco Wholesale Corporation (COST) 0.9 $4.0M 11k 357.77
Disney Walt Com Disney (DIS) 0.9 $4.0M 32k 124.02
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $4.0M 109k 36.45
AutoNation (AN) 0.8 $3.6M 67k 53.29
Thermo Fisher Scientific (TMO) 0.8 $3.4M 7.6k 442.41
Proshares Tr Short Qqq New (PSQ) 0.8 $3.3M 201k 16.54
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.8 $3.3M 56k 59.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $3.3M 29k 115.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $3.1M 15k 212.21
Select Sector Spdr Tr Energy (XLE) 0.7 $3.0M 102k 29.95
Clorox Company (CLX) 0.6 $2.8M 13k 210.38
Abbvie (ABBV) 0.6 $2.7M 31k 87.15
Spdr Gold Tr Gold Shs (GLD) 0.6 $2.6M 15k 177.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.5M 7.6k 334.96
American Tower Reit (AMT) 0.6 $2.5M 10k 241.68
Home Depot (HD) 0.6 $2.4M 8.7k 277.63
Merck & Co (MRK) 0.5 $2.4M 29k 82.59
Target Corporation (TGT) 0.5 $2.3M 14k 157.43
Service Corporation International (SCI) 0.5 $2.2M 53k 42.43
Procter & Gamble Company (PG) 0.5 $2.2M 16k 140.09
Johnson & Johnson (JNJ) 0.5 $2.2M 15k 148.60
Tesla Motors (TSLA) 0.5 $2.1M 5.0k 428.83
Kellogg Company (K) 0.5 $2.0M 32k 64.65
JPMorgan Chase & Co. (JPM) 0.5 $2.0M 21k 96.30
Cme (CME) 0.5 $2.0M 12k 166.73
Intel Corporation (INTC) 0.5 $2.0M 39k 51.31
Nike CL B (NKE) 0.5 $2.0M 16k 125.88
NVIDIA Corporation (NVDA) 0.4 $2.0M 3.7k 537.49
CoreSite Realty 0.4 $2.0M 17k 118.94
Bank of America Corporation (BAC) 0.4 $1.9M 80k 24.02
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $1.9M 6.4k 296.54
L3harris Technologies (LHX) 0.4 $1.8M 11k 169.79
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.8M 1.2k 1469.50
McDonald's Corporation (MCD) 0.4 $1.8M 8.2k 219.73
Intercontinental Exchange (ICE) 0.4 $1.8M 18k 99.84
AutoZone (AZO) 0.4 $1.7M 1.5k 1175.79
Honeywell International (HON) 0.4 $1.7M 10k 164.97
Wal-Mart Stores (WMT) 0.4 $1.6M 12k 139.96
American States Water Company (AWR) 0.4 $1.6M 22k 75.51
Ecolab (ECL) 0.4 $1.6M 8.1k 198.40
Zoetis Cl A (ZTS) 0.4 $1.5M 9.3k 165.38
Qualcomm (QCOM) 0.3 $1.5M 13k 117.64
Constellation Brands Cl A (STZ) 0.3 $1.4M 7.7k 187.94
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $1.4M 23k 62.32
Bristol Myers Squibb (BMY) 0.3 $1.4M 24k 59.52
Chevron Corporation (CVX) 0.3 $1.4M 20k 70.77
Church & Dwight (CHD) 0.3 $1.4M 15k 93.63
Palo Alto Networks (PANW) 0.3 $1.4M 5.5k 244.81
Amgen (AMGN) 0.3 $1.3M 5.2k 254.07
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $1.3M 17k 79.86
Public Storage (PSA) 0.3 $1.3M 5.8k 222.76
Netflix (NFLX) 0.3 $1.3M 2.6k 500.00
Ishares Tr U.s. Tech Etf (IYW) 0.3 $1.2M 4.1k 301.64
Morgan Stanley Com New (MS) 0.3 $1.2M 25k 48.37
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $1.2M 22k 55.05
Verizon Communications (VZ) 0.3 $1.2M 20k 59.27
At&t (T) 0.3 $1.2M 41k 28.40
Mastercard Incorporated Cl A (MA) 0.3 $1.1M 3.3k 335.63
Epam Systems (EPAM) 0.2 $1.1M 3.3k 323.84
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.1M 3.8k 277.41
Exxon Mobil Corporation (XOM) 0.2 $1.0M 30k 34.34
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $996k 7.4k 134.74
ConocoPhillips (COP) 0.2 $955k 30k 32.13
Allstate Corporation (ALL) 0.2 $938k 10k 94.18
Snap Cl A (SNAP) 0.2 $933k 36k 26.11
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $919k 8.2k 112.42
Caterpillar (CAT) 0.2 $917k 6.1k 149.74
Altria (MO) 0.2 $880k 23k 38.46
Ishares Tr Select Divid Etf (DVY) 0.2 $835k 10k 81.54
BlackRock MuniYield California Fund 0.2 $819k 59k 13.85
Oracle Corporation (ORCL) 0.2 $812k 14k 59.72
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.2 $778k 23k 34.12
Citigroup Com New (C) 0.2 $703k 17k 42.61
salesforce (CRM) 0.2 $687k 2.7k 251.46
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $670k 12k 55.60
Johnson Ctls Intl SHS (JCI) 0.2 $666k 16k 40.87
Paypal Holdings (PYPL) 0.1 $618k 3.1k 197.44
International Business Machines (IBM) 0.1 $602k 4.9k 121.69
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $600k 8.0k 75.45
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $572k 1.7k 338.66
Charles Schwab Corporation (SCHW) 0.1 $564k 15k 37.14
Editas Medicine (EDIT) 0.1 $554k 20k 28.05
Us Bancorp Del Com New (USB) 0.1 $548k 15k 35.92
Mccormick & Co Com Non Vtg (MKC) 0.1 $540k 2.8k 192.72
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $531k 2.3k 227.12
Etf Managers Tr Ai Powered Eqt 0.1 $530k 17k 30.74
Consolidated Edison (ED) 0.1 $521k 6.7k 78.28
Universal Display Corporation (OLED) 0.1 $515k 2.9k 180.70
Nuveen California Municipal Value Fund (NCA) 0.1 $510k 47k 10.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $496k 2.9k 170.33
Ameren Corporation (AEE) 0.1 $491k 6.2k 79.03
Ishares Tr Us Aer Def Etf (ITA) 0.1 $490k 2.5k 195.84
PIMCO Corporate Opportunity Fund (PTY) 0.1 $485k 30k 16.16
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.1 $446k 15k 29.73
Ball Corporation (BALL) 0.1 $441k 5.3k 82.49
Coca-Cola Company (KO) 0.1 $441k 8.9k 49.42
Sempra Energy (SRE) 0.1 $440k 3.7k 118.79
Pfizer (PFE) 0.1 $432k 12k 36.87
MGM Resorts International. (MGM) 0.1 $427k 20k 21.72
Nexstar Media Group Cl A (NXST) 0.1 $416k 4.6k 89.95
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $402k 1.8k 223.83
Philip Morris International (PM) 0.1 $388k 5.2k 74.98
Doubleline Income Solutions (DSL) 0.1 $387k 24k 16.03
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.1 $384k 19k 20.76
Intuitive Surgical Com New (ISRG) 0.1 $384k 541.00 709.80
Pimco CA Municipal Income Fund (PCQ) 0.1 $377k 21k 17.70
Boeing Company (BA) 0.1 $371k 2.3k 161.37
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $369k 3.1k 118.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $363k 1.7k 218.28
Wells Fargo & Company (WFC) 0.1 $357k 16k 22.75
Ishares Tr Core High Dv Etf (HDV) 0.1 $355k 4.4k 80.55
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $342k 3.2k 105.39
Take-Two Interactive Software (TTWO) 0.1 $334k 2.0k 167.17
Spdr Ser Tr S&p Biotech (XBI) 0.1 $321k 2.8k 112.75
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.1 $291k 5.1k 56.95
Raytheon Technologies Corp (RTX) 0.1 $291k 5.1k 57.42
Activision Blizzard 0.1 $276k 3.4k 80.84
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $276k 2.3k 118.00
Kennedy-Wilson Holdings (KW) 0.1 $276k 19k 14.49
Northrop Grumman Corporation (NOC) 0.1 $273k 899.00 303.67
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $269k 4.2k 64.14
Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 0.1 $266k 25k 10.79
Lowe's Companies (LOW) 0.1 $264k 1.6k 165.72
Servicenow (NOW) 0.1 $263k 542.00 485.24
Zoom Video Communications In Cl A (ZM) 0.1 $263k 545.00 482.57
Voya Prime Rate Tr Sh Ben Int 0.1 $255k 58k 4.42
Autoliv (ALV) 0.1 $254k 11k 23.68
Ishares Tr Tips Bd Etf (TIP) 0.1 $245k 1.9k 126.42
CVS Caremark Corporation (CVS) 0.1 $244k 4.2k 58.51
Dominion Resources (D) 0.1 $241k 3.1k 78.91
American Express Company (AXP) 0.1 $237k 2.4k 100.21
United Parcel Service CL B (UPS) 0.1 $232k 1.4k 166.55
Regeneron Pharmaceuticals (REGN) 0.1 $228k 408.00 558.82
Vanguard World Fds Health Car Etf (VHT) 0.1 $224k 1.1k 204.57
Ishares Tr U.s. Cnsm Gd Etf (IYK) 0.1 $220k 1.5k 149.15
British Amern Tob Sponsored Adr (BTI) 0.1 $219k 6.1k 36.08
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.0 $214k 3.9k 55.51
CSX Corporation (CSX) 0.0 $210k 2.7k 77.66
Mondelez Intl Cl A (MDLZ) 0.0 $210k 3.7k 57.38
Vector (VGR) 0.0 $203k 21k 9.72
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $184k 1.3k 147.20
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $177k 2.0k 86.64
Ishares Tr Us Br Del Se Etf (IAI) 0.0 $175k 2.8k 62.19
Ford Motor Company (F) 0.0 $137k 18k 7.48
Key (KEY) 0.0 $124k 10k 11.90
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $114k 1.8k 62.02
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $110k 2.5k 44.21
Ishares Tr S&p 100 Etf (OEF) 0.0 $105k 1.4k 73.94
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $105k 1.1k 93.75
Ishares Tr Russell 2000 Etf (IWM) 0.0 $103k 688.00 149.71
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $99k 1.2k 82.98
Ishares Tr Us Home Cons Etf (ITB) 0.0 $96k 1.7k 56.64
Ishares Tr Rus 1000 Etf (IWB) 0.0 $85k 452.00 188.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $79k 257.00 307.39
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $77k 321.00 239.88
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.0 $75k 1.4k 54.59
Vaneck Vectors Etf Tr Video Gaming (ESPO) 0.0 $74k 1.2k 61.67
Nokia Corp Sponsored Adr (NOK) 0.0 $73k 17k 4.23
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $67k 835.00 80.24
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $64k 2.6k 24.18
Ishares Tr Mbs Etf (MBB) 0.0 $62k 559.00 110.91
Ishares Tr Us Telecom Etf (IYZ) 0.0 $60k 2.2k 27.40
Etf Managers Tr Etfmg Altr Hrvst 0.0 $58k 5.6k 10.37
Sirius Xm Holdings (SIRI) 0.0 $55k 10k 5.39
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $53k 630.00 84.13
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $49k 455.00 107.69
Proshares Tr Decline Retail (EMTY) 0.0 $48k 1.7k 27.97
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $45k 203.00 221.67
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $44k 646.00 68.11
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $44k 300.00 146.67
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $40k 276.00 144.93
Spdr Ser Tr S&p Ins Etf (KIE) 0.0 $37k 1.3k 27.92
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $34k 965.00 35.23
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $34k 306.00 111.11
Ishares Tr U.s. Finls Etf (IYF) 0.0 $34k 300.00 113.33
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $33k 600.00 55.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $32k 1.0k 31.68
Select Sector Spdr Tr Technology (XLK) 0.0 $32k 275.00 116.36
Ishares Tr Core S&p500 Etf (IVV) 0.0 $29k 85.00 341.18
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $28k 530.00 52.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $27k 302.00 89.40
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $26k 753.00 34.53
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.0 $26k 150.00 173.33
Ishares Tr National Mun Etf (MUB) 0.0 $25k 218.00 114.68
Ishares Tr Trans Avg Etf (IYT) 0.0 $25k 125.00 200.00
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $25k 353.00 70.82
Diffusion Pharmaceuticals In Com Par 0.0 $25k 30k 0.83
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $23k 218.00 105.50
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $22k 430.00 51.16
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $22k 101.00 217.82
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $21k 325.00 64.62
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $20k 341.00 58.65
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $19k 320.00 59.38
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $18k 330.00 54.55
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.0 $18k 198.00 90.91
Proshares Tr Ultshrt Qqq 0.0 $18k 200.00 90.00
Ishares Tr China Lg-cap Etf (FXI) 0.0 $16k 379.00 42.22
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $16k 441.00 36.28
LSB Industries (LXU) 0.0 $16k 10k 1.60
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $16k 206.00 77.67
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $14k 200.00 70.00
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $14k 73.00 191.78
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $13k 57.00 228.07
Spdr Ser Tr Wells Fg Pfd Etf (PSK) 0.0 $13k 2.1M 0.01
Spdr Ser Tr S&p Bk Etf (KBE) 0.0 $11k 380.00 28.95
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $11k 60.00 183.33
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $10k 175.00 57.14
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $10k 108.00 92.59
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $9.0k 115.00 78.26
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $9.0k 87.00 103.45
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $8.0k 70.00 114.29
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $7.0k 200.00 35.00
Proshares Tr Pshs Sh Mdcap400 (MYY) 0.0 $7.0k 200.00 35.00
Ishares Tr Short Treas Bd (SHV) 0.0 $6.0k 52.00 115.38
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $5.0k 40.00 125.00
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $4.0k 32.00 125.00
Proshares Tr S&p Mdcp 400 Div (REGL) 0.0 $3.0k 50.00 60.00
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $2.0k 75.00 26.67
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.0k 19.00 105.26
Ishares Tr Cohen Steer Reit (ICF) 0.0 $2.0k 20.00 100.00
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.0 $2.0k 100.00 20.00
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $2.0k 23.00 86.96
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $1.0k 14.00 71.43
Wisdomtree Tr Glb High Div Fd (DEW) 0.0 $999.999000 35.00 28.57