HCR Wealth Advisors

HCR Wealth Advisors as of June 30, 2025

Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 237 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 12.8 $109M 529k 205.17
Vanguard Growth Index Fund ETF Etf (VUG) 11.0 $94M 213k 438.40
Vanguard High Dividend Yield Index Fund ETF Etf (VYM) 9.8 $83M 626k 133.31
Nvidia Corp Common Stock (NVDA) 5.6 $47M 299k 157.99
iShares Core S&P Small-Cap ETF Etf (IJR) 5.4 $46M 419k 109.29
iShares Core S&P 500 ETF Etf (IVV) 2.9 $25M 40k 620.91
Microsoft Common Stock (MSFT) 2.7 $23M 47k 497.42
Ametek Common Stock (AME) 2.0 $17M 94k 180.96
First Trust Preferred Securities and Income ETF Etf (FPE) 2.0 $17M 953k 17.80
Alphabet Common Stock (GOOGL) 2.0 $17M 95k 176.23
Meta Platforms Common Stock (META) 1.7 $14M 19k 738.10
iShares Core MSCI Emerging ETF Etf (IEMG) 1.7 $14M 235k 60.03
Palo Alto Networks Common Stock (PANW) 1.6 $14M 68k 204.64
Amazon.Com Common Stock (AMZN) 1.4 $12M 52k 219.39
Visa Common Stock (V) 1.3 $11M 32k 355.05
JPMorgan Chase & Co Common Stock (JPM) 1.0 $8.6M 30k 289.92
Costco Wholesale Common Stock (COST) 0.9 $7.9M 8.0k 989.97
BlackRock Flexible Income ETF Etf (BINC) 0.8 $7.1M 135k 52.84
Janus Henderson Aaa Clo ETF IV Etf (JAAA) 0.8 $6.7M 133k 50.75
Oracle Corp Common Stock (ORCL) 0.7 $6.1M 28k 218.64
Spdr S&p 500 Etf Etf (SPY) 0.7 $6.0M 9.8k 617.90
Invesco QQQ Trust Etf (QQQ) 0.7 $5.9M 11k 551.64
Autozone Common Stock (AZO) 0.7 $5.6M 1.5k 3712.23
SPDR Gold TR Gold Etf (GLD) 0.7 $5.6M 18k 304.83
Vanguard FTSE Emerging Markets ETF Etf (VWO) 0.6 $5.4M 109k 49.46
Berkshire Hathaway Common Stock (BRK.B) 0.6 $5.4M 11k 485.77
Autonation Common Stock (AN) 0.6 $4.9M 25k 198.65
Schwab US Large Cap Growth ETF Etf (SCHG) 0.6 $4.8M 165k 29.21
Tesla Motors Common Stock (TSLA) 0.6 $4.7M 15k 317.67
Netflix Common Stock (NFLX) 0.5 $4.6M 3.5k 1339.13
iShares Trust 1-3 Etf (SHY) 0.5 $4.4M 54k 82.86
Vanguard S&P 500 ETF Etf (VOO) 0.5 $4.3M 7.6k 568.06
Utilities Select Etf (XLU) 0.5 $4.3M 52k 81.66
Alphabet Inc. Class C Common Stock (GOOG) 0.5 $4.2M 24k 177.39
Morgan Stanley Common Stock (MS) 0.5 $4.2M 30k 140.86
Intercontinental Exchange Common Stock (ICE) 0.5 $4.1M 22k 183.48
Boeing Common Stock (BA) 0.5 $4.0M 19k 209.53
Vertiv Holdings Co Class A Common Stock (VRT) 0.5 $4.0M 31k 128.41
NRG Energy Common Stock (NRG) 0.4 $3.6M 23k 160.58
Broadcom Common Stock (AVGO) 0.4 $3.5M 13k 275.65
American Water Works Common Stock (AWK) 0.4 $3.5M 25k 139.11
Wal-Mart Common Stock (WMT) 0.4 $3.4M 35k 97.78
Stryker Corp Common Stock (SYK) 0.4 $3.4M 8.5k 395.65
ServiceNow Common Stock (NOW) 0.4 $3.3M 3.3k 1028.08
Conocophillips Common Stock (COP) 0.4 $3.3M 37k 89.74
Home Depot Common Stock (HD) 0.4 $3.2M 8.7k 366.67
Invesco Senior Loan ETF Etf (BKLN) 0.4 $3.2M 151k 20.92
L3harris Common Stock (LHX) 0.4 $3.1M 12k 250.85
Thermo Fisher Common Stock (TMO) 0.3 $2.9M 7.2k 405.50
CME Group Common Stock (CME) 0.3 $2.9M 11k 275.63
Chevron Corp. Common Stock (CVX) 0.3 $2.9M 20k 143.19
Transdigm Group Common Stock (TDG) 0.3 $2.9M 1.9k 1520.64
Quanta Services Common Stock (PWR) 0.3 $2.9M 7.6k 378.08
Nextera Energy Common Stock (NEE) 0.3 $2.8M 40k 69.42
Honeywell Common Stock (HON) 0.3 $2.7M 12k 232.90
Starbucks Corp Common Stock (SBUX) 0.3 $2.7M 29k 91.63
Abbvie Common Stock (ABBV) 0.3 $2.7M 14k 185.62
Bank Of America Corp Common Stock (BAC) 0.3 $2.5M 53k 47.32
Walt Disney Common Stock (DIS) 0.3 $2.5M 20k 124.01
PIMCO Enhanced SHRT Maturty Actv ETF Etf (MINT) 0.3 $2.2M 22k 100.53
ExxonMobil Common Stock (XOM) 0.3 $2.2M 21k 107.80
iShares Bitcoin ETF Etf (IBIT) 0.3 $2.2M 36k 61.21
Mastercard Common Stock (MA) 0.2 $2.1M 3.8k 562.04
Dell Technologies Inc Class C Common Stock (DELL) 0.2 $2.1M 17k 122.60
iShares High Yield Corporat Bond ETF Etf (SHYG) 0.2 $2.1M 49k 43.14
Vanguard Total Stock Market Index Fund ETF Etf (VTI) 0.2 $2.1M 6.9k 303.96
Allstate Corp Common Stock (ALL) 0.2 $2.0M 9.9k 201.31
Eaton Corp PLC F Common Stock (ETN) 0.2 $1.9M 5.2k 356.99
Zoetis Common Stock (ZTS) 0.2 $1.9M 12k 155.95
ProShares Large Cap Core Plus ETF Etf (CSM) 0.2 $1.8M 26k 70.47
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.2 $1.7M 30k 57.01
Johnson Controls Inter F Common Stock (JCI) 0.2 $1.7M 16k 105.62
iShares US Technology ETF Etf (IYW) 0.2 $1.6M 9.2k 173.28
Alps Alerian MLP ETF Etf (AMLP) 0.2 $1.6M 32k 48.86
Johnson & Johnson Common Stock (JNJ) 0.2 $1.6M 10k 152.75
First Trust TCW Opportunistic Fixed Income ETF Etf (FIXD) 0.2 $1.6M 35k 43.89
Caterpillar Common Stock (CAT) 0.2 $1.5M 4.0k 388.26
McDonalds Common Stock (MCD) 0.2 $1.5M 5.3k 292.17
Procter & Gamble Common Stock (PG) 0.2 $1.5M 9.7k 159.33
iShares Core MSCI EAFE ETF Etf (IEFA) 0.2 $1.5M 18k 83.48
Grayscale Bitcoin TR BTC Fund (GBTC) 0.2 $1.5M 17k 84.83
Goldman Sachs Group Common Stock (GS) 0.2 $1.4M 2.0k 707.75
Amgen Common Stock (AMGN) 0.2 $1.3M 4.8k 279.21
iShares California Muni Bond ETF Etf (CMF) 0.2 $1.3M 24k 55.74
Freeport-Mcmoran Common Stock (FCX) 0.2 $1.3M 31k 43.35
Adobe Common Stock (ADBE) 0.2 $1.3M 3.4k 386.88
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 0.2 $1.3M 14k 95.77
Fedex Corp Common Stock (FDX) 0.1 $1.3M 5.6k 227.32
iShares Preferred Income Sec ETF IV Etf (PFF) 0.1 $1.2M 41k 30.68
Altria Group Common Stock (MO) 0.1 $1.2M 21k 58.63
Novo-Nordisk As Vormal F Common Stock (NVO) 0.1 $1.2M 18k 69.02
iShares 3-7 Year Treasury Bond ETF Etf (IEI) 0.1 $1.2M 10k 119.09
Technology Select Sector SPDR ETF Etf (XLK) 0.1 $1.2M 4.8k 253.23
Vanguard Information Technology Index Fund ETF Etf (VGT) 0.1 $1.2M 1.8k 663.54
Charles Schwab Corp Common Stock (SCHW) 0.1 $1.2M 13k 91.25
Philip Morris Intl Common Stock (PM) 0.1 $1.2M 6.3k 182.16
iShares Treasury Floating Rate B ETF Etf (TFLO) 0.1 $1.1M 22k 50.65
Church &dwight Common Stock (CHD) 0.1 $1.1M 11k 96.11
Constellation Brands Common Stock (STZ) 0.1 $1.0M 6.3k 162.69
iShares Russell 2000 ETF Etf (IWM) 0.1 $1.0M 4.8k 215.81
Aflac Common Stock (AFL) 0.1 $989k 9.4k 105.47
PIMCO Active Bond ETF Etf (BOND) 0.1 $988k 11k 92.18
Lilly Eli & Co Common Stock (LLY) 0.1 $976k 1.3k 779.90
Intuit Common Stock (INTU) 0.1 $949k 1.2k 787.63
Rocket Cos Common Stock (RKT) 0.1 $939k 66k 14.18
iShares Core S&P Total US Stock Mark Etf (ITOT) 0.1 $911k 6.7k 135.04
US Bancorp Common Stock (USB) 0.1 $911k 20k 45.25
Wells Fargo & Co Common Stock (WFC) 0.1 $907k 11k 80.12
Vanguard Total Bond Market ETF Etf (BND) 0.1 $900k 12k 73.63
Blackstone Common Stock (BX) 0.1 $887k 5.9k 149.60
American States Water Common Stock (AWR) 0.1 $880k 12k 76.66
General Electric Common Stock (GE) 0.1 $826k 3.2k 257.39
Energy Select Sector SPDR ETF Etf (XLE) 0.1 $822k 9.7k 84.82
Marvell Technology Common Stock (MRVL) 0.1 $809k 11k 77.40
iShares S&P 500 Growth ETF Etf (IVW) 0.1 $774k 7.0k 110.10
First Trust TCW Unconstrained Plus Bond ETF Etf (UCON) 0.1 $742k 30k 24.89
Capital One FC Common Stock (COF) 0.1 $719k 3.4k 212.81
iShares MSCI USA QLTY Fact ETF Etf (QUAL) 0.1 $711k 3.9k 182.82
RTX Corp Common Stock (RTX) 0.1 $710k 4.9k 146.03
SPDR Dow Jones Industrial Avrg ETF Etf (DIA) 0.1 $705k 1.6k 440.69
Intuitive Surgical Common Stock (ISRG) 0.1 $683k 1.3k 543.41
Coca-Cola Common Stock (KO) 0.1 $672k 9.5k 70.75
Nexstar Media Group Inc Com CL A Common Stock (NXST) 0.1 $649k 3.8k 172.95
UnitedHealth Group Common Stock (UNH) 0.1 $648k 2.1k 312.00
Amplify Cybersecurity ETF Etf (HACK) 0.1 $639k 7.4k 86.37
Vanguard Short-Term Bond ETF Etf (BSV) 0.1 $625k 7.9k 78.70
SPDR S&P Midcap 400 ETF Etf (MDY) 0.1 $609k 1.1k 566.92
Sherwin Williams Common Stock (SHW) 0.1 $596k 1.7k 343.36
Nike Inc Class B Common Stock (NKE) 0.1 $590k 8.3k 71.04
Clorox Common Stock (CLX) 0.1 $571k 4.8k 120.09
iShares US Real Estate ETF Etf (IYR) 0.1 $540k 5.7k 94.77
First Dorsey Wright Focus 5 ETF IV Etf (FV) 0.1 $524k 8.8k 59.26
Linde PLC F Common Stock (LIN) 0.1 $522k 1.1k 469.18
Ibm Common Stock (IBM) 0.1 $517k 1.8k 294.78
Verizon Common Stock (VZ) 0.1 $512k 12k 43.27
United Rentals Common Stock (URI) 0.1 $512k 679.00 753.40
American Express Common Stock (AXP) 0.1 $501k 1.6k 318.98
iShares MSCI EAFE ETF Etf (EFA) 0.1 $499k 5.6k 89.39
Bristol-Myers Squibb Common Stock (BMY) 0.1 $494k 11k 46.29
Sempra Common Stock (SRE) 0.1 $488k 6.4k 75.77
iShares TIPS Bond ETF Etf (TIP) 0.1 $478k 4.3k 110.04
iShares Core High Etf (HDV) 0.1 $478k 4.1k 117.17
iShares iBoxx $ Etf (LQD) 0.1 $477k 4.4k 109.61
Parker-Hannifin Corp Common Stock (PH) 0.1 $474k 679.00 698.47
Advanced Micro Device In Common Stock (AMD) 0.1 $468k 3.3k 141.92
Vanguard Health Care ETF Etf (VHT) 0.1 $468k 1.9k 248.42
GE Vernova Common Stock (GEV) 0.1 $461k 871.00 529.15
Lockheed Martin Corp Common Stock (LMT) 0.1 $459k 990.00 463.14
Salesforce Common Stock (CRM) 0.1 $458k 1.7k 272.69
Vanguard Muni BND Tax Common Stock (VTEB) 0.1 $458k 9.3k 49.03
iShares Select Dividend ETF Etf (DVY) 0.1 $448k 3.4k 132.81
iShares S&P 500 Value ETF Etf (IVE) 0.1 $446k 2.3k 195.42
iShares US Financials ETF Etf (IYF) 0.1 $439k 3.6k 120.99
Gabelli Equity CF Fund (GAB) 0.1 $439k 75k 5.82
iShares JP Morgan Usd Emerging Marke Etf (EMB) 0.1 $437k 4.7k 92.62
Select STR Financial Select SPDR ETF Etf (XLF) 0.1 $430k 8.2k 52.38
Palantir Technologies In Class A Common Stock (PLTR) 0.1 $426k 3.1k 136.32
iShares Short Term NTNL Mun BND ETF Etf (SUB) 0.1 $425k 4.0k 106.34
iShares TR 20 YR TR Etf (TLT) 0.0 $424k 4.8k 88.25
iShares US Aerospace Defense ETF Etf (ITA) 0.0 $418k 2.2k 188.64
First Trust Managed Municipal ETF IV Etf (FMB) 0.0 $416k 8.3k 49.82
Progressive Co Ohio Common Stock (PGR) 0.0 $399k 1.5k 266.86
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL) 0.0 $395k 4.3k 91.73
iShares Russell 1000 Growth ETF Etf (IWF) 0.0 $390k 918.00 424.81
MGM Resorts Intl Common Stock (MGM) 0.0 $389k 11k 34.39
SPDR Nuven BLM SHT TM MPL BND ETF Etf (SHM) 0.0 $383k 8.0k 47.83
iShares Biotechnology ETF Etf (IBB) 0.0 $380k 3.0k 126.54
Invesco S&P 500 Low Volatility ETF Etf (SPLV) 0.0 $374k 5.1k 72.83
Taiwan Semiconductr F Common Stock (TSM) 0.0 $357k 1.6k 226.49
iShares S&P Mid Cap 400 GRWTH ETF Etf (IJK) 0.0 $356k 3.9k 90.98
Moodys Corp Common Stock (MCO) 0.0 $352k 702.00 501.59
iShares MSCI Emerging Markets ETF Etf (EEM) 0.0 $340k 7.0k 48.25
Schwab US Large Cap ETF Etf (SCHX) 0.0 $331k 14k 24.44
Schwab International Equity ETF Etf (SCHF) 0.0 $330k 15k 22.10
Carrier Global Corp Common Stock (CARR) 0.0 $328k 4.5k 73.20
TJX Companies Common Stock (TJX) 0.0 $327k 2.6k 123.49
Grayscale Bitcoin Mini Trust ETF Etf (BTC) 0.0 $327k 6.8k 47.75
iShares MSCI USA Esg Select ETF Etf (SUSA) 0.0 $320k 2.5k 126.75
Merck &co Common Stock (MRK) 0.0 $317k 4.0k 79.16
Stifel Finl Common Stock (SF) 0.0 $315k 3.0k 103.78
Magnite Common Stock (MGNI) 0.0 $314k 13k 24.12
Schwab US Small Cap ETF Etf (SCHA) 0.0 $313k 12k 25.30
Phillips 66 Common Stock (PSX) 0.0 $311k 2.6k 119.30
Vaneck Gold Miners ETF Etf (GDX) 0.0 $307k 5.9k 52.06
Trane Technologies PLC F Common Stock (TT) 0.0 $305k 697.00 437.41
Alnylam Pharmaceutl Common Stock (ALNY) 0.0 $301k 924.00 326.09
Ameren Corp Common Stock (AEE) 0.0 $295k 3.1k 96.04
Marsh & MC Lennan Common Stock (MMC) 0.0 $293k 1.3k 218.64
Deere & Co Common Stock (DE) 0.0 $292k 574.00 508.63
Pepsico Common Stock (PEP) 0.0 $290k 2.2k 132.07
Amplify TRNSFRMTNL Data SHRNG ETF Etf (BLOK) 0.0 $286k 5.0k 57.11
Pub SVC Enterpise GP Common Stock (PEG) 0.0 $280k 3.3k 84.18
Asml Holding N V F Common Stock (ASML) 0.0 $276k 344.00 801.39
Synopsys Common Stock (SNPS) 0.0 $274k 534.00 512.68
Travelers Common Stock (TRV) 0.0 $274k 1.0k 267.54
CIGNA Group Common Stock (CI) 0.0 $267k 807.00 330.58
United Parcel SRVC Class B Common Stock (UPS) 0.0 $265k 2.6k 100.94
Mondelez Intl Class A Common Stock (MDLZ) 0.0 $264k 3.9k 67.45
ProShares Short QQQ ETF Etf (PSQ) 0.0 $263k 7.8k 33.66
McCormick &company Common Stock (MKC) 0.0 $261k 3.4k 75.82
Amplify Ai Powered Equity ETF Etf (AIEQ) 0.0 $260k 6.1k 42.39
Pacer US Cash Cows 100 ETF Etf (COWZ) 0.0 $258k 4.7k 55.10
Shell PLC F Common Stock (SHEL) 0.0 $257k 3.7k 70.41
Invesco FTSE Rafi US 1000 ETF Etf (PRF) 0.0 $254k 6.0k 42.27
Select Sector Health Care SPDR ETF Etf (XLV) 0.0 $249k 1.8k 134.79
SPDR Nuveen BLMG HG YL MP BND ETF Etf (HYMB) 0.0 $249k 10k 24.78
Vanguard Small Cap ETF IV Etf (VB) 0.0 $244k 1.0k 237.19
CSX Corp Common Stock (CSX) 0.0 $242k 7.4k 32.63
Crowdstrike HLDGS Inc Class A Common Stock (CRWD) 0.0 $240k 472.00 509.31
Colgate-Palmolive Common Stock (CL) 0.0 $237k 2.6k 90.90
Northrop Grumman Common Stock (NOC) 0.0 $237k 474.00 500.08
Chipotle Mexican GRL Common Stock (CMG) 0.0 $228k 4.1k 56.15
Schwab U.S. TIPS ETF Etf (SCHP) 0.0 $225k 8.4k 26.68
iShares Gold ETF Etf (IAU) 0.0 $224k 3.6k 62.36
Accenture PLC F Class A Common Stock (ACN) 0.0 $223k 747.00 298.89
Consolidated Edison Common Stock (ED) 0.0 $220k 2.2k 100.35
iShares Morningstar US Equity ETF Etf (ILCB) 0.0 $218k 2.5k 85.78
iShares S&P Mid Cap 400 Value ETF Etf (IJJ) 0.0 $215k 1.7k 123.58
SPDR Fund Consumer Staples ETF Etf (XLP) 0.0 $211k 2.6k 80.97
Schwab US Dividend Equity ETF Etf (SCHD) 0.0 $210k 7.9k 26.50
Invesco Aerospace & Defense ETF Etf (PPA) 0.0 $209k 1.5k 141.69
Brit Amer Tobacco F Un Common Stock (BTI) 0.0 $209k 4.4k 47.33
Shopify Inc F Class A Common Stock (SHOP) 0.0 $208k 1.8k 115.35
Aon PLC F Class A Common Stock (AON) 0.0 $208k 582.00 356.76
Qualcomm Common Stock (QCOM) 0.0 $207k 1.3k 159.36
At&t Common Stock (T) 0.0 $207k 7.1k 28.94
Rivian Automotive Inc Class A Common Stock (RIVN) 0.0 $206k 15k 13.74
FT Vest Fund Of Buffer ETF Etf (BUFR) 0.0 $202k 6.3k 31.80
C V B Finl Corp Common Stock (CVBF) 0.0 $198k 10k 19.79
Cadiz Common Stock (CDZI) 0.0 $147k 49k 2.99
Kennedy Wilson HLDGS Common Stock (KW) 0.0 $130k 19k 6.80
Snap Inc Class A Common Stock (SNAP) 0.0 $107k 12k 8.69
Nokia Oyj F Common Stock (NOK) 0.0 $80k 15k 5.18
Neonc Technologies HLDGS Common Stock (NTHI) 0.0 $54k 15k 3.57
Editas Medicine Incorpor Common Stock (EDIT) 0.0 $37k 17k 2.20
T Rex 2X Inverse Nvidia Daily ETF Common Stock (NVDQ) 0.0 $14k 10k 1.36
Mobix Labs Inc Class A Common Stock (MOBX) 0.0 $7.7k 10k 0.77