HCR Wealth Advisors

HCR Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 267 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 19.3 $92M 695k 132.69
Vanguard Whitehall Fds High Div Yld (VYM) 10.3 $49M 537k 91.51
Vanguard Index Fds Growth Etf (VUG) 8.6 $41M 162k 253.34
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 3.6 $17M 850k 20.19
Microsoft Corporation (MSFT) 2.9 $14M 62k 222.43
Alphabet Cap Stk Cl A (GOOGL) 2.5 $12M 6.8k 1752.58
Visa Com Cl A (V) 1.8 $8.5M 39k 218.73
Starbucks Corporation (SBUX) 1.5 $7.0M 66k 106.98
Amazon (AMZN) 1.4 $6.8M 2.1k 3256.80
Facebook Cl A (META) 1.3 $6.4M 23k 273.16
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.3 $6.1M 60k 102.05
Walt Disney Company (DIS) 1.2 $5.9M 33k 181.17
Ishares Tr Nasdaq Biotech (IBB) 1.2 $5.7M 38k 151.49
Spdr Gold Tr Gold Shs (GLD) 1.1 $5.4M 30k 178.36
American Water Works (AWK) 1.1 $5.1M 33k 153.46
AutoNation (AN) 1.0 $4.9M 71k 69.79
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $4.4M 114k 38.51
Nextera Energy (NEE) 0.9 $4.3M 56k 77.14
Costco Wholesale Corporation (COST) 0.9 $4.3M 11k 376.80
Select Sector Spdr Tr Energy (XLE) 0.8 $3.9M 102k 37.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $3.8M 16k 231.87
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $3.7M 29k 128.41
Thermo Fisher Scientific (TMO) 0.8 $3.7M 7.9k 465.74
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.7 $3.5M 56k 62.71
Tesla Motors (TSLA) 0.7 $3.4M 4.8k 705.61
JPMorgan Chase & Co. (JPM) 0.6 $3.0M 23k 127.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.9M 7.8k 373.93
Target Corporation (TGT) 0.6 $2.7M 15k 176.55
Clorox Company (CLX) 0.6 $2.7M 13k 201.95
Service Corporation International (SCI) 0.5 $2.6M 53k 49.10
Bank of America Corporation (BAC) 0.5 $2.5M 82k 30.31
Merck & Co (MRK) 0.5 $2.4M 30k 81.79
American Tower Reit (AMT) 0.5 $2.4M 11k 224.47
Nexstar Media Group Cl A (NXST) 0.5 $2.4M 22k 109.19
Cme (CME) 0.5 $2.4M 13k 182.05
Nike CL B (NKE) 0.5 $2.4M 17k 141.45
Home Depot (HD) 0.5 $2.3M 8.8k 265.65
Johnson & Johnson (JNJ) 0.5 $2.3M 15k 157.35
CoreSite Realty 0.5 $2.2M 18k 125.27
Procter & Gamble Company (PG) 0.5 $2.2M 16k 139.12
L3harris Technologies (LHX) 0.5 $2.2M 12k 189.04
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.2M 1.3k 1751.99
Intercontinental Exchange (ICE) 0.5 $2.2M 19k 115.31
Honeywell International (HON) 0.5 $2.2M 10k 212.74
NVIDIA Corporation (NVDA) 0.4 $2.1M 4.1k 522.26
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.4 $2.1M 38k 54.74
Snap Cl A (SNAP) 0.4 $2.0M 41k 50.06
Kellogg Company (K) 0.4 $2.0M 32k 62.24
Palo Alto Networks (PANW) 0.4 $2.0M 5.5k 355.37
Qualcomm (QCOM) 0.4 $2.0M 13k 152.37
Morgan Stanley Com New (MS) 0.4 $1.9M 28k 68.53
AutoZone (AZO) 0.4 $1.9M 1.6k 1185.70
Constellation Brands Cl A (STZ) 0.4 $1.8M 8.2k 219.02
McDonald's Corporation (MCD) 0.4 $1.8M 8.3k 214.54
Ecolab (ECL) 0.4 $1.8M 8.2k 216.35
Chevron Corporation (CVX) 0.4 $1.8M 21k 84.46
Citigroup Com New (C) 0.4 $1.8M 29k 61.67
Wal-Mart Stores (WMT) 0.4 $1.8M 12k 144.15
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $1.7M 15k 113.13
American States Water Company (AWR) 0.4 $1.7M 22k 79.49
Zoetis Cl A (ZTS) 0.4 $1.7M 10k 165.53
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $1.6M 6.8k 232.78
ConocoPhillips (COP) 0.3 $1.5M 39k 40.00
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $1.5M 24k 62.81
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $1.5M 9.4k 157.43
Bristol Myers Squibb (BMY) 0.3 $1.5M 24k 61.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $1.5M 28k 51.68
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $1.4M 16k 85.64
Netflix (NFLX) 0.3 $1.4M 2.6k 540.79
Editas Medicine (EDIT) 0.3 $1.4M 20k 70.13
Moelis & Co Cl A (MC) 0.3 $1.4M 30k 46.77
Public Storage (PSA) 0.3 $1.4M 5.9k 230.94
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $1.3M 9.5k 138.11
Epam Systems (EPAM) 0.3 $1.3M 3.7k 358.22
Ishares Tr U.s. Tech Etf (IYW) 0.3 $1.3M 15k 85.10
Church & Dwight (CHD) 0.3 $1.3M 15k 87.24
Mastercard Incorporated Cl A (MA) 0.3 $1.2M 3.5k 356.98
Verizon Communications (VZ) 0.3 $1.2M 21k 58.77
Amgen (AMGN) 0.3 $1.2M 5.2k 229.98
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.2M 3.8k 305.72
Intel Corporation (INTC) 0.2 $1.2M 23k 49.83
Rocket Cos Com Cl A (RKT) 0.2 $1.2M 57k 20.22
Exxon Mobil Corporation (XOM) 0.2 $1.2M 28k 41.23
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.1M 14k 82.91
Caterpillar (CAT) 0.2 $1.1M 6.1k 181.09
Allstate Corporation (ALL) 0.2 $1.1M 10k 109.94
At&t (T) 0.2 $1.1M 37k 28.76
Ishares Tr Select Divid Etf (DVY) 0.2 $999k 10k 96.15
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $939k 17k 56.74
Altria (MO) 0.2 $938k 23k 40.99
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.2 $910k 23k 40.48
Oracle Corporation (ORCL) 0.2 $882k 14k 64.70
BlackRock MuniYield California Fund 0.2 $866k 59k 14.79
Charles Schwab Corporation (SCHW) 0.2 $811k 15k 53.07
salesforce (CRM) 0.2 $768k 3.4k 222.67
Johnson Ctls Intl SHS (JCI) 0.2 $759k 16k 46.58
Us Bancorp Del Com New (USB) 0.2 $757k 16k 46.60
Freeport-mcmoran CL B (FCX) 0.2 $730k 28k 26.01
Ishares Tr Us Aer Def Etf (ITA) 0.1 $713k 9.5k 75.44
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $709k 1.7k 419.77
Paypal Holdings (PYPL) 0.1 $692k 3.0k 234.34
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $686k 8.0k 86.27
Zimmer Holdings (ZBH) 0.1 $668k 4.3k 154.09
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.1 $663k 10k 63.57
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $656k 2.7k 245.88
International Business Machines (IBM) 0.1 $626k 5.0k 125.78
MGM Resorts International. (MGM) 0.1 $614k 20k 31.51
PIMCO Corporate Opportunity Fund (PTY) 0.1 $606k 34k 17.86
Universal Display Corporation (OLED) 0.1 $586k 2.6k 229.80
Etf Managers Tr Ai Powered Eqt 0.1 $560k 16k 35.50
Pfizer (PFE) 0.1 $557k 15k 36.79
Ishares Tr Bb Rat Corp Bd (HYBB) 0.1 $552k 4.6k 120.00
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $547k 1.9k 287.14
Mccormick & Co Com Non Vtg (MKC) 0.1 $546k 5.7k 95.64
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $517k 2.7k 194.51
Intuitive Surgical Com New (ISRG) 0.1 $514k 628.00 818.47
Nuveen California Municipal Value Fund (NCA) 0.1 $512k 47k 10.81
Boeing Company (BA) 0.1 $509k 2.4k 214.05
Consolidated Edison (ED) 0.1 $495k 6.9k 72.20
Ball Corporation (BALL) 0.1 $494k 5.3k 93.26
Ameren Corporation (AEE) 0.1 $485k 6.2k 78.06
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.1 $482k 15k 32.13
Sempra Energy (SRE) 0.1 $474k 3.7k 127.49
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.1 $469k 22k 21.81
Coca-Cola Company (KO) 0.1 $455k 8.3k 54.88
Wells Fargo & Company (WFC) 0.1 $450k 15k 30.21
Realty Income (O) 0.1 $446k 7.2k 62.12
Philip Morris International (PM) 0.1 $430k 5.2k 82.72
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $427k 3.1k 136.86
Proshares Tr Short S&p 500 Ne (SH) 0.1 $418k 23k 17.98
Take-Two Interactive Software (TTWO) 0.1 $415k 2.0k 207.71
Doubleline Income Solutions (DSL) 0.1 $402k 24k 16.59
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $401k 1.7k 241.13
Spdr Ser Tr S&p Biotech (XBI) 0.1 $401k 2.8k 140.85
Ishares Tr Core High Dv Etf (HDV) 0.1 $386k 4.4k 87.59
Pimco CA Municipal Income Fund (PCQ) 0.1 $383k 21k 17.98
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $369k 3.3k 113.54
Lyft Cl A Com (LYFT) 0.1 $358k 7.3k 49.16
Raytheon Technologies Corp (RTX) 0.1 $351k 4.9k 71.52
Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 0.1 $342k 25k 13.87
Kennedy-Wilson Holdings (KW) 0.1 $341k 19k 17.91
Olin Corp Com Par $1 (OLN) 0.1 $329k 13k 24.59
General Electric Company 0.1 $309k 29k 10.80
Activision Blizzard 0.1 $305k 3.3k 92.73
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $305k 6.7k 45.45
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.1 $301k 5.1k 58.90
Servicenow (NOW) 0.1 $298k 542.00 549.82
Northrop Grumman Corporation (NOC) 0.1 $294k 964.00 304.98
BlackRock (BLK) 0.1 $294k 408.00 720.59
Discover Financial Services (DFS) 0.1 $291k 3.2k 90.54
CVS Caremark Corporation (CVS) 0.1 $288k 4.2k 68.31
Paycom Software (PAYC) 0.1 $287k 634.00 452.68
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $286k 4.2k 67.34
American Express Company (AXP) 0.1 $286k 2.4k 120.93
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $281k 2.4k 118.27
Vanguard World Fds Health Car Etf (VHT) 0.1 $262k 1.2k 223.93
Voya Prime Rate Tr Sh Ben Int 0.1 $258k 58k 4.47
Lowe's Companies (LOW) 0.1 $256k 1.6k 160.70
Ishares Tr U.s. Cnsm Gd Etf (IYK) 0.1 $256k 1.5k 173.56
CSX Corporation (CSX) 0.1 $252k 2.8k 90.71
Ishares Tr Tips Bd Etf (TIP) 0.1 $250k 2.0k 127.81
Vector (VGR) 0.1 $243k 21k 11.63
Eli Lilly & Co. (LLY) 0.0 $236k 1.4k 169.18
United Parcel Service CL B (UPS) 0.0 $235k 1.4k 168.70
Dominion Resources (D) 0.0 $230k 3.1k 75.19
Ishares Tr Us Br Del Se Etf (IAI) 0.0 $230k 2.9k 79.61
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.0 $225k 3.9k 58.37
Southern Company (SO) 0.0 $221k 3.6k 61.35
Mondelez Intl Cl A (MDLZ) 0.0 $217k 3.7k 58.60
Phillips 66 (PSX) 0.0 $212k 3.0k 70.08
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $206k 2.5k 82.40
Williams Companies (WMB) 0.0 $204k 10k 20.06
Cisco Systems (CSCO) 0.0 $201k 4.5k 44.84
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $176k 2.0k 86.15
Key (KEY) 0.0 $171k 10k 16.41
Ishares Tr Core S&p500 Etf (IVV) 0.0 $170k 454.00 374.45
Ford Motor Company (F) 0.0 $163k 19k 8.80
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $153k 953.00 160.55
Ishares Tr Msci Usa Value (VLUE) 0.0 $140k 1.6k 87.17
Ishares Tr Russell 2000 Etf (IWM) 0.0 $135k 688.00 196.22
Ishares Tr Us Home Cons Etf (ITB) 0.0 $134k 2.4k 55.95
Ishares Tr Core Msci Eafe (IEFA) 0.0 $126k 1.8k 69.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $120k 349.00 343.84
Ishares Tr S&p 100 Etf (OEF) 0.0 $115k 1.4k 80.99
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $113k 1.8k 61.48
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $104k 1.1k 92.86
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $99k 1.4k 72.16
Ishares Tr Rus 1000 Etf (IWB) 0.0 $96k 452.00 212.39
Proshares Tr Pshs Consmr Svcs (UCC) 0.0 $93k 1.1k 87.32
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.0 $87k 1.4k 61.88
Vaneck Vectors Etf Tr Video Gaming (ESPO) 0.0 $84k 1.2k 70.00
Ishares Tr Core Total Usd (IUSB) 0.0 $84k 1.5k 54.79
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $84k 926.00 90.71
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $82k 2.8k 29.32
Etf Managers Tr Etfmg Altr Hrvst 0.0 $80k 5.6k 14.30
Proshares Tr Pshs Consmrgoods (UGE) 0.0 $68k 818.00 83.13
Ishares Tr Us Telecom Etf (IYZ) 0.0 $66k 2.2k 30.14
Sirius Xm Holdings (SIRI) 0.0 $65k 10k 6.37
Nokia Corp Sponsored Adr (NOK) 0.0 $64k 16k 3.94
Proshares Tr Russ 2000 Divd (SMDV) 0.0 $63k 1.1k 57.27
Ishares Tr Mbs Etf (MBB) 0.0 $62k 559.00 110.91
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $61k 683.00 89.31
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $58k 520.00 111.54
Select Sector Spdr Tr Technology (XLK) 0.0 $57k 435.00 131.03
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $57k 627.00 90.91
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $55k 630.00 87.30
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $54k 1.0k 51.67
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $50k 203.00 246.31
Spdr Ser Tr S&p Ins Etf (KIE) 0.0 $44k 1.3k 33.21
Ishares Tr Core Msci Total (IXUS) 0.0 $42k 626.00 67.09
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $40k 679.00 58.91
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $37k 225.00 164.44
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $36k 1.0k 35.64
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $36k 127.00 283.46
LSB Industries (LXU) 0.0 $34k 10k 3.40
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $34k 306.00 111.11
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $33k 426.00 77.46
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $33k 600.00 55.00
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $32k 423.00 75.65
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $29k 218.00 133.03
Ishares Tr Trans Avg Etf (IYT) 0.0 $28k 125.00 224.00
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $28k 653.00 42.88
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $27k 353.00 76.49
Proshares Tr Pshs Ultra Tech (ROM) 0.0 $27k 370.00 72.97
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $27k 304.00 88.82
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $27k 394.00 68.53
Ishares Tr National Mun Etf (MUB) 0.0 $26k 218.00 119.27
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $25k 198.00 126.26
Proshares Tr Ultshrt Qqq 0.0 $23k 200.00 115.00
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $22k 430.00 51.16
Proshares Tr Pshs Ult Nasb (BIB) 0.0 $22k 251.00 87.65
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.0 $22k 236.00 93.22
Ishares Tr U.s. Finls Etf (IYF) 0.0 $22k 335.00 65.67
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $21k 227.00 92.51
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $20k 320.00 62.50
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $20k 175.00 114.29
Ishares Tr China Lg-cap Etf (FXI) 0.0 $18k 379.00 47.49
Proshares Tr Pshs Ultra Util (UPW) 0.0 $17k 300.00 56.67
Spdr Ser Tr S&p Bk Etf (KBE) 0.0 $16k 380.00 42.11
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $16k 441.00 36.28
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $15k 176.00 85.23
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $15k 73.00 205.48
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $15k 57.00 263.16
Baudax Bio 0.0 $15k 15k 1.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $14k 60.00 233.33
Spdr Ser Tr Wells Fg Pfd Etf (PSK) 0.0 $13k 2.1M 0.01
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $11k 108.00 101.85
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $11k 175.00 62.86
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $10k 87.00 114.94
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $10k 115.00 86.96
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $10k 70.00 142.86
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $9.0k 116.00 77.59
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $8.0k 200.00 40.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $4.0k 60.00 66.67
Proshares Tr S&p Mdcp 400 Div (REGL) 0.0 $3.0k 50.00 60.00
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $3.0k 43.00 69.77
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $2.0k 37.00 54.05
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.0k 19.00 105.26
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $2.0k 38.00 52.63
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $2.0k 76.00 26.32
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $2.0k 32.00 62.50
Ishares Tr Cohen Steer Reit (ICF) 0.0 $2.0k 40.00 50.00
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
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $2.0k 14.00 142.86
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