HCR Wealth Advisors

HCR Wealth Advisors as of March 31, 2022

Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 187 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 17.1 $105M 599k 174.61
Vanguard Whitehall Fds High Div Yld (VYM) 8.6 $52M 466k 112.25
Vanguard Index Fds Growth Etf (VUG) 7.9 $49M 169k 287.60
Ishares Tr Core S&p Scp Etf (IJR) 5.6 $34M 317k 107.88
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 2.8 $17M 898k 19.02
Microsoft Corporation (MSFT) 2.6 $16M 52k 308.31
Alphabet Cap Stk Cl A (GOOGL) 2.5 $16M 5.6k 2781.36
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 2.4 $14M 661k 21.77
Ishares Tr Core S&p500 Etf (IVV) 2.4 $14M 32k 453.68
Select Sector Spdr Tr Energy (XLE) 1.6 $9.9M 130k 76.44
Visa Com Cl A (V) 1.3 $7.8M 35k 221.77
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.2 $7.2M 54k 132.09
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.1 $6.7M 153k 43.96
Vanguard World Fds Inf Tech Etf (VGT) 1.1 $6.6M 16k 416.48
Palo Alto Networks (PANW) 1.1 $6.6M 11k 622.49
Amazon (AMZN) 0.9 $5.6M 1.7k 3260.69
AutoNation (AN) 0.9 $5.6M 56k 99.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $5.3M 116k 46.13
American Water Works (AWK) 0.9 $5.3M 32k 165.54
Nexstar Media Group Cl A (NXST) 0.8 $5.2M 27k 188.48
NVIDIA Corporation (NVDA) 0.8 $5.1M 19k 272.86
Costco Wholesale Corporation (COST) 0.8 $5.0M 8.7k 575.84
Starbucks Corporation (SBUX) 0.8 $5.0M 55k 90.96
Thermo Fisher Scientific (TMO) 0.8 $4.7M 8.0k 590.68
Tesla Motors (TSLA) 0.7 $4.5M 4.2k 1077.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $4.4M 13k 352.88
Facebook Cl A (META) 0.7 $4.4M 20k 222.34
Nextera Energy (NEE) 0.7 $4.2M 50k 84.70
Mosaic (MOS) 0.7 $4.2M 63k 66.49
Freeport-mcmoran CL B (FCX) 0.7 $4.1M 83k 49.74
ConocoPhillips (COP) 0.7 $4.1M 41k 100.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.7 $4.0M 54k 74.45
Spdr Gold Tr Gold Shs (GLD) 0.6 $3.7M 21k 180.65
Methanex Corp (MEOH) 0.6 $3.6M 67k 54.55
AutoZone (AZO) 0.6 $3.6M 1.8k 2044.44
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $3.4M 46k 74.82
Target Corporation (TGT) 0.6 $3.4M 16k 212.25
JPMorgan Chase & Co. (JPM) 0.5 $3.3M 24k 136.31
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $3.3M 91k 36.42
L3harris Technologies (LHX) 0.5 $3.1M 13k 248.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $3.1M 8.7k 362.60
CVS Caremark Corporation (CVS) 0.5 $3.1M 31k 101.22
Intercontinental Exchange (ICE) 0.5 $3.1M 24k 132.12
Chevron Corporation (CVX) 0.5 $3.0M 18k 162.81
American Tower Reit (AMT) 0.5 $3.0M 12k 251.23
Abbvie (ABBV) 0.5 $2.9M 18k 162.14
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.5 $2.9M 58k 49.57
Cme (CME) 0.5 $2.8M 12k 237.89
Boeing Company (BA) 0.4 $2.7M 14k 191.53
Honeywell International (HON) 0.4 $2.6M 13k 194.60
FedEx Corporation (FDX) 0.4 $2.6M 11k 231.41
Alphabet Cap Stk Cl C (GOOG) 0.4 $2.5M 893.00 2792.83
Walt Disney Company (DIS) 0.4 $2.5M 18k 137.15
Service Corporation International (SCI) 0.4 $2.4M 36k 65.81
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $2.3M 23k 101.78
Morgan Stanley Com New (MS) 0.4 $2.3M 27k 87.39
Johnson & Johnson (JNJ) 0.4 $2.3M 13k 177.20
Public Storage (PSA) 0.4 $2.3M 5.9k 390.34
Zoetis Cl A (ZTS) 0.4 $2.3M 12k 188.56
Bank of America Corporation (BAC) 0.4 $2.2M 54k 41.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.2M 4.9k 451.67
Constellation Brands Cl A (STZ) 0.3 $2.1M 9.1k 230.35
Home Depot (HD) 0.3 $2.1M 6.9k 299.33
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $2.0M 53k 38.30
Ishares Tr Mortge Rel Etf (REM) 0.3 $2.0M 62k 32.67
Merck & Co (MRK) 0.3 $1.9M 24k 82.06
Exxon Mobil Corporation (XOM) 0.3 $1.7M 21k 82.61
Wal-Mart Stores (WMT) 0.3 $1.7M 12k 148.90
Rocket Cos Com Cl A (RKT) 0.3 $1.6M 145k 11.12
Citigroup Com New (C) 0.3 $1.5M 29k 53.38
American States Water Company (AWR) 0.2 $1.5M 17k 89.02
Clorox Company (CLX) 0.2 $1.5M 11k 139.05
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $1.4M 25k 58.20
McDonald's Corporation (MCD) 0.2 $1.4M 5.7k 247.28
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.4M 31k 45.16
Allstate Corporation (ALL) 0.2 $1.4M 10k 138.55
Nike CL B (NKE) 0.2 $1.3M 10k 134.57
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $1.3M 13k 100.14
Ishares Tr U.s. Tech Etf (IYW) 0.2 $1.3M 13k 103.08
Procter & Gamble Company (PG) 0.2 $1.3M 8.4k 152.84
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $1.2M 12k 108.20
Ishares Tr Nasdaq Biotech (IBB) 0.2 $1.2M 9.1k 130.28
Bristol Myers Squibb (BMY) 0.2 $1.2M 16k 73.05
Paypal Holdings (PYPL) 0.2 $1.2M 10k 115.63
Epam Systems (EPAM) 0.2 $1.2M 3.9k 296.50
Mastercard Incorporated Cl A (MA) 0.2 $1.1M 3.2k 357.25
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.2 $1.1M 29k 38.35
Us Bancorp Del Com New (USB) 0.2 $1.1M 21k 53.13
Amgen (AMGN) 0.2 $1.1M 4.5k 241.92
Olin Corp Com Par $1 (OLN) 0.2 $1.1M 21k 52.30
Church & Dwight (CHD) 0.2 $1.1M 11k 99.35
Ecolab (ECL) 0.2 $1.1M 6.2k 176.52
Lyft Cl A Com (LYFT) 0.2 $1.1M 28k 38.38
Johnson Ctls Intl SHS (JCI) 0.2 $1.1M 16k 65.59
Charles Schwab Corporation (SCHW) 0.2 $1.0M 12k 84.33
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.0M 13k 77.91
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $999k 8.3k 120.92
Etf Managers Tr Prime Cybr Scrty 0.2 $980k 17k 58.72
Snap Cl A (SNAP) 0.2 $961k 27k 35.99
Altria (MO) 0.1 $888k 17k 52.28
Ishares Tr Tips Bd Etf (TIP) 0.1 $827k 6.6k 124.57
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $820k 2.1k 398.06
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $814k 7.6k 107.46
MGM Resorts International. (MGM) 0.1 $812k 19k 41.94
Etf Managers Tr Ai Powered Eqt 0.1 $786k 21k 36.89
Vanguard World Fds Health Car Etf (VHT) 0.1 $759k 3.0k 254.36
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $693k 6.9k 100.99
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $684k 13k 53.02
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $673k 6.9k 97.78
Vaneck Vectors Etf Tr Rare Earth Strat (REMX) 0.1 $646k 5.5k 118.29
Caterpillar (CAT) 0.1 $634k 2.8k 222.69
Coca-Cola Company (KO) 0.1 $602k 9.7k 62.01
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.1 $599k 8.0k 74.68
Ishares Tr Select Divid Etf (DVY) 0.1 $584k 4.6k 128.13
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $582k 2.6k 227.61
Mccormick & Co Com Non Vtg (MKC) 0.1 $577k 5.8k 99.84
PIMCO Corporate Opportunity Fund (PTY) 0.1 $557k 36k 15.35
Oracle Corporation (ORCL) 0.1 $550k 6.6k 82.79
Ishares Tr Us Aer Def Etf (ITA) 0.1 $547k 4.9k 110.71
Netflix (NFLX) 0.1 $544k 1.5k 374.91
Ishares Tr Core Msci Eafe (IEFA) 0.1 $536k 7.7k 69.54
Sempra Energy (SRE) 0.1 $535k 3.2k 168.13
Wells Fargo & Company (WFC) 0.1 $517k 11k 48.45
Ameren Corporation (AEE) 0.1 $503k 5.4k 93.79
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $488k 10k 47.66
Verizon Communications (VZ) 0.1 $482k 9.5k 50.96
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.1 $473k 14k 32.77
Kennedy-Wilson Holdings (KW) 0.1 $464k 19k 24.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $462k 1.7k 277.81
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $461k 2.8k 166.01
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.1 $460k 21k 21.90
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.1 $456k 15k 30.40
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $451k 5.9k 76.39
Activision Blizzard 0.1 $442k 5.5k 80.09
Ishares Tr Core High Dv Etf (HDV) 0.1 $437k 4.1k 106.92
Intuitive Surgical Com New (ISRG) 0.1 $415k 1.4k 301.38
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $409k 3.0k 136.97
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $408k 6.1k 67.17
Editas Medicine (EDIT) 0.1 $399k 21k 19.00
Philip Morris International (PM) 0.1 $395k 4.2k 93.89
Blackstone Group Inc Com Cl A (BX) 0.1 $372k 2.9k 127.01
Ishares Tr U.s. Finls Etf (IYF) 0.1 $370k 4.4k 84.61
General Motors Company (GM) 0.1 $364k 8.3k 43.70
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.1 $358k 12k 29.71
Discover Financial Services (DFS) 0.1 $355k 3.2k 110.21
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $352k 1.0k 346.46
UnitedHealth (UNH) 0.1 $352k 690.00 510.14
Universal Display Corporation (OLED) 0.1 $334k 2.0k 167.00
American Express Company (AXP) 0.1 $332k 1.8k 187.04
Ford Motor Company (F) 0.1 $331k 20k 16.92
Sandy Spring Ban (SASR) 0.1 $330k 7.4k 44.90
Doubleline Income Solutions (DSL) 0.1 $321k 22k 14.53
Eli Lilly & Co. (LLY) 0.1 $319k 1.1k 286.36
Raytheon Technologies Corp (RTX) 0.1 $316k 3.2k 99.22
BlackRock MuniYield California Fund 0.1 $311k 24k 13.02
Amplify Etf Tr Blockchain Ldr (BLOK) 0.0 $293k 8.6k 34.20
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.0 $282k 5.1k 55.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $280k 674.00 415.43
CSX Corporation (CSX) 0.0 $273k 7.3k 37.48
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $264k 6.9k 38.36
3M Company (MMM) 0.0 $259k 1.7k 148.77
At&t (T) 0.0 $250k 11k 23.65
salesforce (CRM) 0.0 $248k 1.2k 212.51
Consolidated Edison (ED) 0.0 $247k 2.6k 94.78
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $242k 2.5k 96.80
Phillips 66 (PSX) 0.0 $240k 2.8k 86.36
Key (KEY) 0.0 $233k 10k 22.36
Kellogg Company (K) 0.0 $233k 3.6k 64.56
Westrock (WRK) 0.0 $233k 4.9k 47.09
CVB Financial (CVBF) 0.0 $232k 10k 23.20
Hldgs (UAL) 0.0 $232k 5.0k 46.40
Northrop Grumman Corporation (NOC) 0.0 $226k 505.00 447.52
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $226k 2.1k 107.16
Pfizer (PFE) 0.0 $220k 4.2k 51.79
Paycom Software (PAYC) 0.0 $220k 634.00 347.00
Regeneron Pharmaceuticals (REGN) 0.0 $217k 310.00 700.00
Ark Etf Tr Innovation Etf (ARKK) 0.0 $216k 3.3k 66.20
Mondelez Intl Cl A (MDLZ) 0.0 $213k 3.4k 62.76
United Parcel Service CL B (UPS) 0.0 $209k 974.00 214.58
Ishares Tr Us Br Del Se Etf (IAI) 0.0 $208k 2.1k 99.71
Moody's Corporation (MCO) 0.0 $206k 612.00 336.60
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $204k 3.8k 53.12
Palantir Technologies Cl A (PLTR) 0.0 $152k 11k 13.73
Nuveen California Muni Vlu F Com Stk (NCA) 0.0 $97k 11k 9.17
Nokia Corp Sponsored Adr (NOK) 0.0 $85k 16k 5.48
Biomerica Com New (BMRA) 0.0 $45k 10k 4.50
Ardelyx (ARDX) 0.0 $21k 20k 1.05