HCR Wealth Advisors

HCR Wealth Advisors as of March 31, 2025

Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 230 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 15.3 $117M 528k 222.13
Vanguard High Dividend Yield Index Fund ETF Etf (VYM) 10.1 $78M 604k 128.96
Vanguard Growth Index Fund ETF Etf (VUG) 10.0 $77M 208k 370.82
iShares Core S&P Small-Cap ETF Etf (IJR) 5.6 $43M 409k 104.57
Nvidia Corp Common Stock (NVDA) 4.1 $32M 291k 108.38
iShares Core S&P 500 ETF Etf (IVV) 2.8 $22M 38k 561.91
Microsoft Common Stock (MSFT) 2.3 $18M 47k 375.39
First Trust Preferred Securities and Income ETF Etf (FPE) 2.1 $16M 927k 17.59
Ametek Common Stock (AME) 2.1 $16M 95k 172.14
Alphabet Common Stock (GOOGL) 1.9 $15M 95k 154.64
iShares Core MSCI Emerging ETF Etf (IEMG) 1.6 $12M 223k 53.97
Palo Alto Networks Common Stock (PANW) 1.5 $12M 68k 170.64
Visa Common Stock (V) 1.5 $11M 32k 350.46
Meta Platforms Common Stock (META) 1.4 $11M 18k 576.39
Amazon.Com Common Stock (AMZN) 1.3 $9.8M 51k 190.26
Costco Wholesale Common Stock (COST) 1.0 $7.5M 7.9k 945.78
JPMorgan Chase & Co Common Stock (JPM) 1.0 $7.4M 30k 245.30
Berkshire Hathaway Common Stock (BRK.B) 0.8 $5.8M 11k 532.58
BlackRock Flexible Income ETF Etf (BINC) 0.7 $5.7M 109k 52.38
Janus Henderson Aaa Clo ETF IV Etf (JAAA) 0.7 $5.7M 112k 50.71
Autozone Common Stock (AZO) 0.7 $5.6M 1.5k 3812.78
Spdr S&p 500 Etf Etf (SPY) 0.7 $5.4M 9.7k 559.41
SPDR Gold TR Gold Etf (GLD) 0.7 $5.1M 18k 288.14
Invesco QQQ Trust Etf (QQQ) 0.7 $5.0M 11k 468.96
Vanguard FTSE Emerging Markets ETF Etf (VWO) 0.6 $4.9M 109k 45.26
iShares Trust 1-3 Etf (SHY) 0.6 $4.4M 54k 82.73
Schwab US Large Cap Growth ETF Etf (SCHG) 0.5 $4.2M 166k 25.04
Utilities Select Etf (XLU) 0.5 $4.0M 51k 78.85
Intercontinental Exchange Common Stock (ICE) 0.5 $4.0M 23k 172.50
Autonation Common Stock (AN) 0.5 $4.0M 25k 161.92
Vanguard S&P 500 ETF Etf (VOO) 0.5 $3.9M 7.7k 513.94
Tesla Motors Common Stock (TSLA) 0.5 $3.9M 15k 259.17
American Water Works Common Stock (AWK) 0.5 $3.7M 25k 147.52
Conocophillips Common Stock (COP) 0.5 $3.7M 36k 105.02
Oracle Corp Common Stock (ORCL) 0.5 $3.7M 27k 139.81
Thermo Fisher Common Stock (TMO) 0.5 $3.7M 7.4k 497.64
Alphabet Inc. Class C Common Stock (GOOG) 0.5 $3.6M 23k 156.23
Morgan Stanley Common Stock (MS) 0.5 $3.5M 30k 116.67
Chevron Corp. Common Stock (CVX) 0.4 $3.4M 20k 167.29
Boeing Common Stock (BA) 0.4 $3.3M 19k 170.55
Home Depot Common Stock (HD) 0.4 $3.3M 8.9k 366.52
Netflix Common Stock (NFLX) 0.4 $3.2M 3.4k 932.53
Invesco Senior Loan ETF Etf (BKLN) 0.4 $3.1M 149k 20.70
Wal-Mart Common Stock (WMT) 0.4 $3.0M 35k 87.79
Stryker Corp Common Stock (SYK) 0.4 $3.0M 8.1k 372.26
Abbvie Common Stock (ABBV) 0.4 $3.0M 14k 209.53
Starbucks Corp Common Stock (SBUX) 0.4 $3.0M 31k 98.09
Nextera Energy Common Stock (NEE) 0.4 $2.9M 40k 70.89
CME Group Common Stock (CME) 0.4 $2.7M 10k 265.30
ServiceNow Common Stock (NOW) 0.3 $2.6M 3.3k 796.14
Transdigm Group Common Stock (TDG) 0.3 $2.6M 1.9k 1383.29
L3harris Common Stock (LHX) 0.3 $2.5M 12k 209.33
ExxonMobil Common Stock (XOM) 0.3 $2.5M 21k 118.93
Honeywell Common Stock (HON) 0.3 $2.4M 11k 211.76
PIMCO Enhanced SHRT Maturty Actv ETF Etf (MINT) 0.3 $2.3M 23k 100.62
NRG Energy Common Stock (NRG) 0.3 $2.3M 24k 95.46
Bank Of America Corp Common Stock (BAC) 0.3 $2.2M 53k 41.73
iShares High Yield Corporat Bond ETF Etf (SHYG) 0.3 $2.2M 51k 42.52
Mastercard Common Stock (MA) 0.3 $2.1M 3.8k 548.19
Broadcom Common Stock (AVGO) 0.3 $2.1M 13k 167.43
Zoetis Common Stock (ZTS) 0.3 $2.1M 13k 164.66
Allstate Corp Common Stock (ALL) 0.3 $2.1M 9.9k 207.07
Walt Disney Common Stock (DIS) 0.3 $1.9M 20k 98.70
Vanguard Total Stock Market Index Fund ETF Etf (VTI) 0.2 $1.8M 6.7k 274.87
Cadiz Common Stock (CDZI) 0.2 $1.8M 612k 2.93
Johnson & Johnson Common Stock (JNJ) 0.2 $1.8M 11k 165.85
Vertiv Holdings Co Class A Common Stock (VRT) 0.2 $1.8M 25k 72.20
iShares Treasury Floating Rate B ETF Etf (TFLO) 0.2 $1.7M 34k 50.66
Quanta Services Common Stock (PWR) 0.2 $1.7M 6.8k 254.18
Procter & Gamble Common Stock (PG) 0.2 $1.7M 10k 170.43
Alps Alerian MLP ETF Etf (AMLP) 0.2 $1.7M 33k 51.94
McDonalds Common Stock (MCD) 0.2 $1.7M 5.4k 312.39
ProShares Large Cap Core Plus ETF Etf (CSM) 0.2 $1.6M 26k 63.72
Dell Technologies Inc Class C Common Stock (DELL) 0.2 $1.6M 18k 91.15
First Trust TCW Opportunistic Fixed Income ETF Etf (FIXD) 0.2 $1.6M 35k 43.84
iShares Bitcoin ETF Etf (IBIT) 0.2 $1.5M 32k 46.81
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.2 $1.5M 29k 50.83
Amgen Common Stock (AMGN) 0.2 $1.5M 4.7k 311.55
Fedex Corp Common Stock (FDX) 0.2 $1.4M 5.6k 243.81
iShares California Muni Bond ETF Etf (CMF) 0.2 $1.3M 24k 56.28
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 0.2 $1.3M 14k 95.37
iShares Preferred Income Sec ETF IV Etf (PFF) 0.2 $1.3M 43k 30.73
Johnson Controls Inter F Common Stock (JCI) 0.2 $1.3M 16k 80.11
iShares US Technology ETF Etf (IYW) 0.2 $1.3M 9.2k 140.45
Church &dwight Common Stock (CHD) 0.2 $1.3M 12k 110.09
Adobe Common Stock (ADBE) 0.2 $1.3M 3.3k 383.53
Altria Group Common Stock (MO) 0.2 $1.3M 21k 60.02
Caterpillar Common Stock (CAT) 0.2 $1.2M 3.8k 329.88
iShares Core MSCI EAFE ETF Etf (IEFA) 0.2 $1.2M 16k 75.65
Constellation Brands Common Stock (STZ) 0.2 $1.2M 6.7k 183.52
iShares 3-7 Year Treasury Bond ETF Etf (IEI) 0.2 $1.2M 10k 118.14
Grayscale Bitcoin TR BTC Fund (GBTC) 0.2 $1.2M 18k 65.17
Freeport-Mcmoran Common Stock (FCX) 0.1 $1.1M 30k 37.86
UnitedHealth Group Common Stock (UNH) 0.1 $1.1M 2.1k 523.94
Lilly Eli & Co Common Stock (LLY) 0.1 $1.0M 1.3k 826.30
Aflac Common Stock (AFL) 0.1 $1.0M 9.3k 111.20
Eaton Corp PLC F Common Stock (ETN) 0.1 $1.0M 3.7k 271.83
Philip Morris Intl Common Stock (PM) 0.1 $1.0M 6.3k 158.74
Novo-Nordisk As Vormal F Common Stock (NVO) 0.1 $1.0M 15k 69.44
Goldman Sachs Group Common Stock (GS) 0.1 $1.0M 1.8k 546.29
Technology Select Sector SPDR ETF Etf (XLK) 0.1 $997k 4.8k 206.48
Clorox Common Stock (CLX) 0.1 $990k 6.7k 147.26
Vanguard Information Technology Index Fund ETF Etf (VGT) 0.1 $986k 1.8k 542.53
iShares Russell 2000 ETF Etf (IWM) 0.1 $975k 4.9k 199.51
PIMCO Active Bond ETF Etf (BOND) 0.1 $973k 11k 92.47
Charles Schwab Corp Common Stock (SCHW) 0.1 $960k 12k 78.28
Energy Select Sector SPDR ETF Etf (XLE) 0.1 $905k 9.7k 93.46
US Bancorp Common Stock (USB) 0.1 $859k 20k 42.22
American States Water Common Stock (AWR) 0.1 $857k 11k 78.69
iShares Core S&P Total US Stock Mark Etf (ITOT) 0.1 $823k 6.7k 122.01
Wells Fargo & Co Common Stock (WFC) 0.1 $819k 11k 71.79
Rocket Cos Common Stock (RKT) 0.1 $801k 66k 12.07
Intuit Common Stock (INTU) 0.1 $740k 1.2k 613.99
Vanguard Total Bond Market ETF Etf (BND) 0.1 $694k 9.4k 73.45
iShares MSCI USA QLTY Fact ETF Etf (QUAL) 0.1 $693k 4.1k 170.89
Coca-Cola Common Stock (KO) 0.1 $681k 9.5k 71.62
Nexstar Media Group Inc Com CL A Common Stock (NXST) 0.1 $672k 3.8k 179.22
SPDR Dow Jones Industrial Avrg ETF Etf (DIA) 0.1 $671k 1.6k 419.91
iShares S&P 500 Growth ETF Etf (IVW) 0.1 $654k 7.0k 92.83
General Electric Common Stock (GE) 0.1 $642k 3.2k 200.21
Sherwin Williams Common Stock (SHW) 0.1 $640k 1.8k 349.19
Marvell Technology Common Stock (MRVL) 0.1 $639k 10k 61.57
RTX Corp Common Stock (RTX) 0.1 $639k 4.8k 132.46
Bristol-Myers Squibb Common Stock (BMY) 0.1 $623k 10k 60.99
Vanguard Short-Term Bond ETF Etf (BSV) 0.1 $622k 7.9k 78.28
Blackstone Common Stock (BX) 0.1 $619k 4.4k 139.80
Vanguard Health Care ETF Etf (VHT) 0.1 $595k 2.2k 264.76
Intuitive Surgical Common Stock (ISRG) 0.1 $589k 1.2k 495.27
SPDR S&P Midcap 400 ETF Etf (MDY) 0.1 $574k 1.1k 533.79
American Express Common Stock (AXP) 0.1 $558k 2.1k 269.05
Discover Finl S Common Stock 0.1 $546k 3.2k 170.70
iShares US Real Estate ETF Etf (IYR) 0.1 $545k 5.7k 95.75
Merck &co Common Stock (MRK) 0.1 $544k 6.1k 89.76
iShares iBoxx $ Etf (LQD) 0.1 $535k 4.9k 108.69
Linde PLC F Common Stock (LIN) 0.1 $520k 1.1k 465.64
iShares Core High Etf (HDV) 0.1 $515k 4.3k 121.12
Ibm Common Stock (IBM) 0.1 $511k 2.1k 248.66
Parker-Hannifin Corp Common Stock (PH) 0.1 $506k 832.00 607.85
Nike Inc Class B Common Stock (NKE) 0.1 $505k 8.0k 63.49
Verizon Common Stock (VZ) 0.1 $496k 11k 45.36
First Dorsey Wright Focus 5 ETF IV Etf (FV) 0.1 $485k 8.8k 54.86
iShares JP Morgan Usd Emerging Marke Etf (EMB) 0.1 $484k 5.3k 90.59
iShares TIPS Bond ETF Etf (TIP) 0.1 $483k 4.3k 111.09
Vanguard Muni BND Tax Common Stock (VTEB) 0.1 $463k 9.3k 49.62
Taiwan Semiconductr F Common Stock (TSM) 0.1 $462k 2.8k 166.00
Sempra Common Stock (SRE) 0.1 $457k 6.4k 71.36
Salesforce Common Stock (CRM) 0.1 $454k 1.7k 268.36
iShares Select Dividend ETF Etf (DVY) 0.1 $453k 3.4k 134.29
McCormick &company Common Stock (MKC) 0.1 $451k 5.5k 82.31
Lockheed Martin Corp Common Stock (LMT) 0.1 $442k 990.00 446.71
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL) 0.1 $441k 4.8k 91.73
iShares TR 20 YR TR Etf (TLT) 0.1 $433k 4.8k 91.03
Progressive Co Ohio Common Stock (PGR) 0.1 $430k 1.5k 283.01
Select STR Financial Select SPDR ETF Etf (XLF) 0.1 $423k 8.5k 49.81
iShares Short Term NTNL Mun BND ETF Etf (SUB) 0.1 $422k 4.0k 105.60
First Trust Managed Municipal ETF IV Etf (FMB) 0.1 $421k 8.3k 50.42
iShares S&P 500 Value ETF Etf (IVE) 0.1 $420k 2.2k 190.58
Gabelli Equity CF Fund (GAB) 0.1 $415k 75k 5.51
iShares MSCI EAFE ETF Etf (EFA) 0.1 $413k 5.1k 81.73
iShares US Financials ETF Etf (IYF) 0.1 $410k 3.6k 112.85
Invesco S&P 500 Low Volatility ETF Etf (SPLV) 0.1 $399k 5.3k 74.73
Vaneck Gold Miners ETF Etf (GDX) 0.1 $395k 8.6k 45.97
iShares Biotechnology ETF Etf (IBB) 0.1 $392k 3.1k 127.93
United Rentals Common Stock (URI) 0.0 $360k 575.00 626.70
iShares Russell 1000 Growth ETF Etf (IWF) 0.0 $353k 976.00 361.17
Advanced Micro Device In Common Stock (AMD) 0.0 $344k 3.3k 102.75
iShares US Aerospace Defense ETF Etf (ITA) 0.0 $340k 2.2k 153.10
MGM Resorts Intl Common Stock (MGM) 0.0 $335k 11k 29.64
Phillips 66 Common Stock (PSX) 0.0 $334k 2.7k 123.48
Select Sector Health Care SPDR ETF Etf (XLV) 0.0 $334k 2.3k 146.01
iShares S&P Mid Cap 400 GRWTH ETF Etf (IJK) 0.0 $332k 4.0k 83.28
Pepsico Common Stock (PEP) 0.0 $330k 2.2k 149.96
Moodys Corp Common Stock (MCO) 0.0 $327k 702.00 465.69
Marsh & MC Lennan Common Stock (MMC) 0.0 $327k 1.3k 244.03
TJX Companies Common Stock (TJX) 0.0 $323k 2.7k 121.80
Pub SVC Enterpise GP Common Stock (PEG) 0.0 $315k 3.8k 82.30
Ameren Corp Common Stock (AEE) 0.0 $308k 3.1k 100.40
GE Vernova Common Stock (GEV) 0.0 $303k 993.00 305.28
Amplify Cybersecurity ETF Etf (HACK) 0.0 $301k 4.2k 71.80
First Trust TCW Unconstrained Plus Bond ETF Etf (UCON) 0.0 $298k 12k 24.75
iShares MSCI USA Esg Select ETF Etf (SUSA) 0.0 $296k 2.6k 114.87
Schwab International Equity ETF Etf (SCHF) 0.0 $296k 15k 19.78
Schwab US Small Cap ETF Etf (SCHA) 0.0 $290k 12k 23.43
United Parcel SRVC Class B Common Stock (UPS) 0.0 $289k 2.6k 109.99
Stifel Finl Common Stock (SF) 0.0 $286k 3.0k 94.26
Wisdomtree Int RT HDG HGH YLD ETF Etf (HYZD) 0.0 $285k 13k 21.89
Carrier Global Corp Common Stock (CARR) 0.0 $284k 4.5k 63.41
Global X Uranium ETF Etf (URA) 0.0 $284k 12k 22.92
Universal Display Common Stock (OLED) 0.0 $279k 2.0k 139.48
Deere & Co Common Stock (DE) 0.0 $274k 584.00 469.47
Travelers Common Stock (TRV) 0.0 $271k 1.0k 264.46
Aon PLC F Class A Common Stock (AON) 0.0 $270k 677.00 399.09
Shell PLC F Common Stock (SHEL) 0.0 $268k 3.7k 73.28
Mondelez Intl Class A Common Stock (MDLZ) 0.0 $266k 3.9k 67.86
CIGNA Group Common Stock (CI) 0.0 $266k 807.00 329.00
Northrop Grumman Common Stock (NOC) 0.0 $263k 514.00 512.07
SPDR Nuven BLM SHT TM MPL BND ETF Etf (SHM) 0.0 $262k 5.5k 47.60
SPDR Nuveen BLMG HG YL MP BND ETF Etf (HYMB) 0.0 $254k 10k 25.22
Alnylam Pharmaceutl Common Stock (ALNY) 0.0 $250k 924.00 270.02
Pacer US Cash Cows 100 ETF Etf (COWZ) 0.0 $245k 4.5k 54.77
Colgate-Palmolive Common Stock (CL) 0.0 $245k 2.6k 93.70
Consolidated Edison Common Stock (ED) 0.0 $243k 2.2k 110.59
Invesco FTSE Rafi US 1000 ETF Etf (PRF) 0.0 $243k 6.0k 40.41
iShares MSCI Emerging Markets ETF Etf (EEM) 0.0 $237k 5.4k 43.71
Trane Technologies PLC F Common Stock (TT) 0.0 $235k 697.00 336.92
Accenture PLC F Class A Common Stock (ACN) 0.0 $233k 747.00 312.04
ProShares Short S&P 500 ETF Etf (SH) 0.0 $232k 5.2k 44.56
SPDR Fund Consumer Staples ETF Etf (XLP) 0.0 $229k 2.8k 81.67
Synopsys Common Stock (SNPS) 0.0 $229k 534.00 428.85
Asml Holding N V F Common Stock (ASML) 0.0 $228k 344.00 662.63
Schwab U.S. TIPS ETF Etf (SCHP) 0.0 $226k 8.4k 26.89
Amplify Ai Powered Equity ETF Etf (AIEQ) 0.0 $226k 6.1k 36.86
Snap Inc Class A Common Stock (SNAP) 0.0 $221k 25k 8.71
Verisk Analytics Inc Class A Common Stock (VRSK) 0.0 $221k 743.00 297.62
Fiserv Common Stock (FI) 0.0 $219k 992.00 220.83
CSX Corp Common Stock (CSX) 0.0 $219k 7.4k 29.43
BlackRock Common Stock (BLK) 0.0 $214k 226.00 946.48
Palantir Technologies In Class A Common Stock (PLTR) 0.0 $213k 2.5k 84.40
iShares Gold ETF Etf (IAU) 0.0 $212k 3.6k 58.96
iShares S&P Mid Cap 400 Value ETF Etf (IJJ) 0.0 $208k 1.7k 119.80
Qualcomm Common Stock (QCOM) 0.0 $205k 1.3k 153.63
At&t Common Stock (T) 0.0 $204k 7.2k 28.28
Chipotle Mexican GRL Common Stock (CMG) 0.0 $204k 4.1k 50.21
Schwab US Dividend Equity ETF Etf (SCHD) 0.0 $201k 7.2k 27.96
C V B Finl Corp Common Stock (CVBF) 0.0 $185k 10k 18.46
Kennedy Wilson HLDGS Common Stock (KW) 0.0 $165k 19k 8.68
Magnite Common Stock (MGNI) 0.0 $148k 13k 11.41
Rivian Automotive Inc Class A Common Stock (RIVN) 0.0 $125k 10k 12.45
Nokia Oyj F Common Stock (NOK) 0.0 $81k 15k 5.27
Editas Medicine Incorpor Common Stock (EDIT) 0.0 $20k 17k 1.16