HCR Wealth Advisors

HCR Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 228 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 16.6 $133M 530k 250.42
Vanguard Growth Index Fund ETF Etf (VUG) 10.3 $83M 201k 410.44
Vanguard High Dividend Yield Index Fund ETF Etf (VYM) 9.3 $75M 585k 127.59
iShares Core S&P Small-Cap ETF Etf (IJR) 5.5 $44M 384k 115.22
Nvidia Corp Common Stock (NVDA) 4.5 $36M 269k 134.29
iShares Core S&P 500 ETF Etf (IVV) 2.8 $22M 38k 588.69
Microsoft Common Stock (MSFT) 2.5 $20M 47k 421.50
Alphabet Common Stock (GOOGL) 2.3 $18M 96k 189.30
Ametek Common Stock (AME) 2.1 $17M 95k 180.26
First Trust Preferred Securities and Income ETF Etf (FPE) 1.9 $15M 851k 17.70
Palo Alto Networks Common Stock (PANW) 1.6 $12M 68k 181.96
Amazon.Com Common Stock (AMZN) 1.4 $11M 50k 219.39
iShares Core MSCI Emerging ETF Etf (IEMG) 1.4 $11M 207k 52.22
Meta Platforms Common Stock (META) 1.3 $11M 18k 585.53
Visa Common Stock (V) 1.3 $10M 32k 316.05
Costco Wholesale Common Stock (COST) 0.9 $7.3M 8.0k 916.37
JPMorgan Chase & Co Common Stock (JPM) 0.9 $7.2M 30k 239.71
Tesla Motors Common Stock (TSLA) 0.7 $5.8M 14k 403.85
Invesco QQQ Trust Etf (QQQ) 0.7 $5.5M 11k 511.27
Spdr S&p 500 Etf Etf (SPY) 0.7 $5.3M 9.1k 586.13
Autozone Common Stock (AZO) 0.7 $5.3M 1.6k 3202.00
BlackRock Flexible Income ETF Etf (BINC) 0.6 $5.1M 99k 52.02
Berkshire Hathaway Common Stock (BRK.B) 0.6 $4.9M 11k 453.28
Vanguard FTSE Emerging Markets ETF Etf (VWO) 0.6 $4.8M 109k 44.04
iShares Trust 1-3 Etf (SHY) 0.6 $4.8M 58k 81.98
Schwab US Large Cap Growth ETF Etf (SCHG) 0.6 $4.6M 165k 27.87
Alphabet Inc. Class C Common Stock (GOOG) 0.5 $4.3M 23k 190.44
Autonation Common Stock (AN) 0.5 $4.2M 25k 169.84
Oracle Corp Common Stock (ORCL) 0.5 $4.2M 25k 166.65
SPDR Gold TR Gold Etf (GLD) 0.5 $4.1M 17k 242.13
Vanguard S&P 500 ETF Etf (VOO) 0.5 $3.9M 7.3k 538.88
Thermo Fisher Common Stock (TMO) 0.5 $3.9M 7.5k 520.27
Utilities Select Etf (XLU) 0.5 $3.8M 51k 75.69
Morgan Stanley Common Stock (MS) 0.5 $3.6M 29k 125.72
iShares TR 20 YR TR Etf (TLT) 0.4 $3.6M 41k 87.33
Home Depot Common Stock (HD) 0.4 $3.5M 9.1k 389.02
Conocophillips Common Stock (COP) 0.4 $3.5M 36k 99.17
Intercontinental Exchange Common Stock (ICE) 0.4 $3.5M 24k 149.01
Boeing Common Stock (BA) 0.4 $3.4M 19k 177.00
ServiceNow Common Stock (NOW) 0.4 $3.4M 3.2k 1060.12
American Water Works Common Stock (AWK) 0.4 $3.4M 27k 124.49
Invesco Senior Loan ETF Etf (BKLN) 0.4 $3.2M 150k 21.07
Wal-Mart Common Stock (WMT) 0.4 $3.1M 35k 90.35
Chevron Corp. Common Stock (CVX) 0.4 $2.9M 20k 144.85
Nextera Energy Common Stock (NEE) 0.4 $2.9M 40k 71.69
Starbucks Corp Common Stock (SBUX) 0.4 $2.9M 31k 91.25
Broadcom Common Stock (AVGO) 0.4 $2.9M 12k 231.85
Netflix Common Stock (NFLX) 0.3 $2.8M 3.1k 891.32
Stryker Corp Common Stock (SYK) 0.3 $2.7M 7.6k 360.06
Cadiz Common Stock (CDZI) 0.3 $2.7M 528k 5.20
L3harris Common Stock (LHX) 0.3 $2.6M 12k 210.28
Honeywell Common Stock (HON) 0.3 $2.6M 11k 225.89
Abbvie Common Stock (ABBV) 0.3 $2.5M 14k 177.71
Transdigm Group Common Stock (TDG) 0.3 $2.4M 1.9k 1267.28
CME Group Common Stock (CME) 0.3 $2.4M 10k 232.23
Bank Of America Corp Common Stock (BAC) 0.3 $2.3M 53k 43.95
Zoetis Common Stock (ZTS) 0.3 $2.3M 14k 162.94
ExxonMobil Common Stock (XOM) 0.3 $2.2M 21k 107.57
Janus Henderson Aaa Clo ETF IV Etf (JAAA) 0.3 $2.2M 44k 50.71
Walt Disney Common Stock (DIS) 0.3 $2.2M 20k 111.35
iShares High Yield Corporat Bond ETF Etf (SHYG) 0.3 $2.2M 51k 42.61
PIMCO Enhanced SHRT Maturty Actv ETF Etf (MINT) 0.3 $2.1M 21k 100.34
Mastercard Common Stock (MA) 0.3 $2.0M 3.9k 526.62
iShares Treasury Floating Rate B ETF Etf (TFLO) 0.3 $2.0M 40k 50.47
Merck &co Common Stock (MRK) 0.2 $2.0M 20k 99.48
Quanta Services Common Stock (PWR) 0.2 $1.9M 6.1k 316.05
Allstate Corp Common Stock (ALL) 0.2 $1.9M 9.9k 192.79
Vanguard Total Stock Market Index Fund ETF Etf (VTI) 0.2 $1.9M 6.4k 289.83
Constellation Brands Common Stock (STZ) 0.2 $1.8M 8.0k 221.01
Dell Technologies Inc Class C Common Stock (DELL) 0.2 $1.8M 15k 115.24
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 0.2 $1.7M 19k 92.45
ProShares Large Cap Core Plus ETF Etf (CSM) 0.2 $1.7M 26k 66.14
Johnson & Johnson Common Stock (JNJ) 0.2 $1.7M 12k 144.63
Fedex Corp Common Stock (FDX) 0.2 $1.7M 6.0k 281.34
Procter & Gamble Common Stock (PG) 0.2 $1.7M 10k 167.66
iShares Bitcoin ETF Etf (IBIT) 0.2 $1.7M 32k 53.05
McDonalds Common Stock (MCD) 0.2 $1.6M 5.4k 289.92
Alps Alerian MLP ETF Etf (AMLP) 0.2 $1.5M 32k 48.16
Adobe Common Stock (ADBE) 0.2 $1.5M 3.4k 444.68
iShares US Technology ETF Etf (IYW) 0.2 $1.5M 9.4k 159.53
First Trust TCW Opportunistic Fixed Income ETF Etf (FIXD) 0.2 $1.4M 34k 42.97
iShares 3-7 Year Treasury Bond ETF Etf (IEI) 0.2 $1.4M 12k 115.55
Caterpillar Common Stock (CAT) 0.2 $1.4M 3.8k 362.79
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.2 $1.4M 29k 47.82
iShares California Muni Bond ETF Etf (CMF) 0.2 $1.4M 24k 57.28
iShares Preferred Income Sec ETF IV Etf (PFF) 0.2 $1.3M 43k 31.44
Grayscale Bitcoin TR BTC Fund (GBTC) 0.2 $1.3M 18k 74.02
Johnson Controls Inter F Common Stock (JCI) 0.2 $1.3M 16k 78.93
Amgen Common Stock (AMGN) 0.2 $1.2M 4.7k 260.64
Church &dwight Common Stock (CHD) 0.2 $1.2M 12k 104.71
Freeport-Mcmoran Common Stock (FCX) 0.1 $1.2M 31k 38.08
Vanguard Information Technology Index Fund ETF Etf (VGT) 0.1 $1.1M 1.8k 621.88
Technology Select Sector SPDR ETF Etf (XLK) 0.1 $1.1M 4.8k 232.52
Clorox Common Stock (CLX) 0.1 $1.1M 6.9k 162.43
Altria Group Common Stock (MO) 0.1 $1.1M 21k 52.29
UnitedHealth Group Common Stock (UNH) 0.1 $1.1M 2.2k 505.97
iShares Core MSCI EAFE ETF Etf (IEFA) 0.1 $1.1M 16k 70.28
iShares Russell 2000 ETF Etf (IWM) 0.1 $1.1M 4.9k 220.98
Marvell Technology Common Stock (MRVL) 0.1 $1.0M 9.4k 110.45
Novo-Nordisk As Vormal F Common Stock (NVO) 0.1 $1.0M 12k 86.02
Lilly Eli & Co Common Stock (LLY) 0.1 $973k 1.3k 772.37
US Bancorp Common Stock (USB) 0.1 $962k 20k 47.83
Aflac Common Stock (AFL) 0.1 $960k 9.3k 103.44
PIMCO Active Bond ETF Etf (BOND) 0.1 $951k 11k 90.42
Charles Schwab Corp Common Stock (SCHW) 0.1 $951k 13k 74.01
Goldman Sachs Group Common Stock (GS) 0.1 $881k 1.5k 572.62
iShares Core S&P Total US Stock Mark Etf (ITOT) 0.1 $868k 6.7k 128.62
Rocket Cos Common Stock (RKT) 0.1 $859k 76k 11.26
Energy Select Sector SPDR ETF Etf (XLE) 0.1 $858k 10k 85.67
American States Water Common Stock (AWR) 0.1 $855k 11k 77.73
Intuit Common Stock (INTU) 0.1 $822k 1.3k 628.50
Wells Fargo & Co Common Stock (WFC) 0.1 $801k 11k 70.24
Nexstar Media Group Inc Com CL A Common Stock (NXST) 0.1 $790k 5.0k 157.97
Philip Morris Intl Common Stock (PM) 0.1 $763k 6.3k 120.36
SPDR Dow Jones Industrial Avrg ETF Etf (DIA) 0.1 $740k 1.7k 425.53
iShares S&P 500 Growth ETF Etf (IVW) 0.1 $715k 7.0k 101.53
Vanguard Health Care ETF Etf (VHT) 0.1 $665k 2.6k 253.77
Vanguard Total Bond Market ETF Etf (BND) 0.1 $648k 9.0k 71.91
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL) 0.1 $636k 7.0k 91.43
Sherwin Williams Common Stock (SHW) 0.1 $624k 1.8k 339.93
American Express Common Stock (AXP) 0.1 $617k 2.1k 296.79
SPDR S&P Midcap 400 ETF Etf (MDY) 0.1 $615k 1.1k 569.77
Vanguard Short-Term Bond ETF Etf (BSV) 0.1 $614k 7.9k 77.27
Coca-Cola Common Stock (KO) 0.1 $609k 9.8k 62.26
Nike Inc Class B Common Stock (NKE) 0.1 $606k 8.0k 75.67
Bristol-Myers Squibb Common Stock (BMY) 0.1 $593k 11k 56.56
RTX Corp Common Stock (RTX) 0.1 $578k 5.0k 115.73
Eaton Corp PLC F Common Stock (ETN) 0.1 $572k 1.7k 331.87
Discover Finl S Common Stock 0.1 $565k 3.3k 173.23
Intuitive Surgical Common Stock (ISRG) 0.1 $559k 1.1k 521.96
Sempra Common Stock (SRE) 0.1 $559k 6.4k 87.73
iShares iBoxx $ Etf (LQD) 0.1 $538k 5.0k 106.84
General Electric Common Stock (GE) 0.1 $538k 3.2k 166.83
Taiwan Semiconductr F Common Stock (TSM) 0.1 $531k 2.7k 197.49
iShares US Real Estate ETF Etf (IYR) 0.1 $530k 5.7k 93.07
Lockheed Martin Corp Common Stock (LMT) 0.1 $530k 1.1k 485.94
First Dorsey Wright Focus 5 ETF IV Etf (FV) 0.1 $522k 8.8k 59.06
Blackstone Common Stock (BX) 0.1 $515k 3.0k 172.45
iShares Core High Etf (HDV) 0.1 $515k 4.6k 112.26
iShares MSCI USA QLTY Fact ETF Etf (QUAL) 0.1 $505k 2.8k 178.08
iShares JP Morgan Usd Emerging Marke Etf (EMB) 0.1 $475k 5.3k 89.04
Linde PLC F Common Stock (LIN) 0.1 $470k 1.1k 418.67
Vanguard Muni BND Tax Common Stock (VTEB) 0.1 $466k 9.3k 50.13
iShares TIPS Bond ETF Etf (TIP) 0.1 $463k 4.3k 106.55
iShares Select Dividend ETF Etf (DVY) 0.1 $463k 3.5k 131.29
Salesforce Common Stock (CRM) 0.1 $449k 1.3k 334.33
NRG Energy Common Stock (NRG) 0.1 $445k 4.9k 90.22
Advanced Micro Device In Common Stock (AMD) 0.1 $431k 3.6k 120.81
McCormick &company Common Stock (MKC) 0.1 $426k 5.6k 76.24
iShares US Financials ETF Etf (IYF) 0.1 $426k 3.9k 110.58
First Trust Managed Municipal ETF IV Etf (FMB) 0.1 $426k 8.3k 51.01
iShares S&P 500 Value ETF Etf (IVE) 0.1 $424k 2.2k 190.88
iShares Short Term NTNL Mun BND ETF Etf (SUB) 0.1 $422k 4.0k 105.48
Select STR Financial Select SPDR ETF Etf (XLF) 0.1 $422k 8.7k 48.33
Verizon Common Stock (VZ) 0.1 $413k 10k 39.99
United Rentals Common Stock (URI) 0.1 $406k 576.00 704.44
Gabelli Equity CF Fund (GAB) 0.1 $405k 75k 5.38
iShares Biotechnology ETF Etf (IBB) 0.1 $405k 3.1k 132.24
Wisdomtree Int RT HDG HGH YLD ETF Etf (HYZD) 0.1 $400k 18k 22.24
Parker-Hannifin Corp Common Stock (PH) 0.0 $399k 627.00 636.03
Pepsico Common Stock (PEP) 0.0 $398k 2.6k 152.08
iShares Russell 1000 Growth ETF Etf (IWF) 0.0 $397k 987.00 401.94
MGM Resorts Intl Common Stock (MGM) 0.0 $389k 11k 34.65
TJX Companies Common Stock (TJX) 0.0 $386k 3.2k 120.81
Ibm Common Stock (IBM) 0.0 $385k 1.8k 219.83
iShares MSCI EAFE ETF Etf (EFA) 0.0 $383k 5.1k 75.61
Invesco S&P 500 Low Volatility ETF Etf (SPLV) 0.0 $372k 5.3k 70.01
iShares S&P Mid Cap 400 GRWTH ETF Etf (IJK) 0.0 $363k 4.0k 90.93
Progressive Co Ohio Common Stock (PGR) 0.0 $362k 1.5k 239.61
iShares US Aerospace Defense ETF Etf (ITA) 0.0 $333k 2.3k 145.35
United Parcel SRVC Class B Common Stock (UPS) 0.0 $332k 2.6k 126.10
Amplify Cybersecurity ETF Etf (HACK) 0.0 $330k 4.4k 74.49
Stifel Finl Common Stock (SF) 0.0 $322k 3.0k 106.08
Schwab US Small Cap ETF Etf (SCHA) 0.0 $320k 12k 25.86
Pacer US Cash Cows 100 ETF Etf (COWZ) 0.0 $315k 5.6k 56.49
iShares MSCI USA Esg Select ETF Etf (SUSA) 0.0 $314k 2.6k 121.59
Chipotle Mexican GRL Common Stock (CMG) 0.0 $308k 5.1k 60.30
Carrier Global Corp Common Stock (CARR) 0.0 $306k 4.5k 68.26
Vaneck Gold Miners ETF Etf (GDX) 0.0 $304k 9.0k 33.91
Select Sector Health Care SPDR ETF Etf (XLV) 0.0 $304k 2.2k 137.57
Phillips 66 Common Stock (PSX) 0.0 $297k 2.6k 113.93
Universal Display Common Stock (OLED) 0.0 $292k 2.0k 146.20
Moodys Corp Common Stock (MCO) 0.0 $285k 602.00 473.37
ProShares Short S&P 500 ETF Etf (SH) 0.0 $285k 6.7k 42.38
Marsh & MC Lennan Common Stock (MMC) 0.0 $284k 1.3k 212.41
Global X Uranium ETF Etf (URA) 0.0 $284k 11k 26.78
Ameren Corp Common Stock (AEE) 0.0 $283k 3.2k 89.14
Schwab International Equity ETF Etf (SCHF) 0.0 $277k 15k 18.50
Vertiv Holdings Co Class A Common Stock (VRT) 0.0 $275k 2.4k 113.61
Snap Inc Class A Common Stock (SNAP) 0.0 $269k 25k 10.77
Accenture PLC F Class A Common Stock (ACN) 0.0 $265k 753.00 351.79
GE Vernova Common Stock (GEV) 0.0 $262k 796.00 328.93
SPDR Nuven BLM SHT TM MPL BND ETF Etf (SHM) 0.0 $261k 5.5k 47.39
Trane Technologies PLC F Common Stock (TT) 0.0 $260k 703.00 369.35
Synopsys Common Stock (SNPS) 0.0 $259k 534.00 485.36
SPDR Nuveen BLMG HG YL MP BND ETF Etf (HYMB) 0.0 $257k 10k 25.58
Colgate-Palmolive Common Stock (CL) 0.0 $249k 2.7k 90.91
Deere & Co Common Stock (DE) 0.0 $248k 584.00 423.81
Travelers Common Stock (TRV) 0.0 $246k 1.0k 240.89
Amplify Ai Powered Equity ETF Etf (AIEQ) 0.0 $244k 6.1k 39.79
Aon PLC F Class A Common Stock (AON) 0.0 $243k 677.00 359.16
Invesco FTSE Rafi US 1000 ETF Etf (PRF) 0.0 $242k 6.0k 40.34
Northrop Grumman Common Stock (NOC) 0.0 $242k 515.00 469.32
CSX Corp Common Stock (CSX) 0.0 $241k 7.5k 32.27
Paypal Holdings Incorpor Common Stock (PYPL) 0.0 $239k 2.8k 85.35
Asml Holding N V F Common Stock (ASML) 0.0 $237k 342.00 693.08
Mondelez Intl Class A Common Stock (MDLZ) 0.0 $234k 3.9k 59.74
BlackRock Common Stock (BLK) 0.0 $234k 228.00 1025.11
iShares MSCI Emerging Markets ETF Etf (EEM) 0.0 $232k 5.5k 41.83
Shell PLC F Common Stock (SHEL) 0.0 $229k 3.7k 62.65
SPDR Fund Consumer Staples ETF Etf (XLP) 0.0 $225k 2.9k 78.61
CIGNA Group Common Stock (CI) 0.0 $224k 812.00 276.14
Alnylam Pharmaceutl Common Stock (ALNY) 0.0 $217k 924.00 235.31
iShares S&P Mid Cap 400 Value ETF Etf (IJJ) 0.0 $217k 1.7k 125.03
Grayscale Ethereum TR Et Fund (ETHE) 0.0 $217k 7.7k 28.02
Schwab U.S. TIPS ETF Etf (SCHP) 0.0 $217k 8.4k 25.83
Wisdomtree Floating Rate Common Stock (USFR) 0.0 $217k 4.3k 50.33
Amplify TRNSFRMTNL Data SHRNG ETF Etf (BLOK) 0.0 $217k 5.0k 43.19
C V B Finl Corp Common Stock (CVBF) 0.0 $214k 10k 21.41
Qualcomm Common Stock (QCOM) 0.0 $209k 1.4k 153.69
Magnite Common Stock (MGNI) 0.0 $207k 13k 15.92
iShares Morningstar US Equity ETF Etf (ILCB) 0.0 $206k 2.5k 81.16
Apollo Global MGMT Inc N Common Stock (APO) 0.0 $204k 1.2k 165.16
Fiserv Common Stock (FI) 0.0 $202k 984.00 205.42
Kennedy Wilson HLDGS Common Stock (KW) 0.0 $190k 19k 9.99
Rivian Automotive Inc Class A Common Stock (RIVN) 0.0 $133k 10k 13.30
Nokia Oyj F Common Stock (NOK) 0.0 $68k 15k 4.43
Editas Medicine Incorpor Common Stock (EDIT) 0.0 $22k 17k 1.27