HCR Wealth Advisors

HCR Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 244 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 14.3 $138M 537k 257.13
Vanguard Growth Index Fund ETF Etf (VUG) 10.9 $105M 217k 483.28
Vanguard High Dividend Yield Index Fund ETF Etf (VYM) 9.3 $90M 638k 140.91
Nvidia Corp Common Stock (NVDA) 5.9 $57M 300k 188.89
iShares Core S&P Small-Cap ETF Etf (IJR) 5.4 $52M 436k 119.54
iShares Core S&P 500 ETF Etf (IVV) 2.9 $28M 41k 672.51
Microsoft Common Stock (MSFT) 2.5 $24M 47k 515.74
Alphabet Common Stock (GOOGL) 2.5 $24M 97k 245.69
First Trust Preferred Securities and Income ETF Etf (FPE) 1.9 $18M 998k 18.30
iShares Core MSCI Emerging ETF Etf (IEMG) 1.7 $17M 250k 66.75
Ametek Common Stock (AME) 1.7 $16M 87k 186.13
Palo Alto Networks Common Stock (PANW) 1.5 $15M 70k 209.30
Meta Platforms Common Stock (META) 1.5 $14M 20k 727.07
Amazon.Com Common Stock (AMZN) 1.2 $12M 53k 222.41
Visa Common Stock (V) 1.2 $12M 34k 345.96
JPMorgan Chase & Co Common Stock (JPM) 1.0 $9.4M 31k 307.55
Broadcom Common Stock (AVGO) 0.9 $9.2M 27k 338.19
BlackRock Flexible Income ETF Etf (BINC) 0.9 $8.7M 163k 53.15
Janus Henderson Aaa Clo ETF IV Etf (JAAA) 0.8 $7.9M 155k 50.59
Costco Wholesale Common Stock (COST) 0.8 $7.7M 8.4k 916.81
Oracle Corp Common Stock (ORCL) 0.8 $7.5M 26k 288.78
Invesco QQQ Trust Etf (QQQ) 0.7 $6.8M 11k 605.74
Autozone Common Stock (AZO) 0.7 $6.5M 1.5k 4253.71
SPDR Gold TR Gold Etf (GLD) 0.7 $6.5M 18k 354.79
Spdr S&p 500 Etf Etf (SPY) 0.7 $6.3M 9.5k 669.26
Tesla Motors Common Stock (TSLA) 0.7 $6.3M 15k 436.01
Alphabet Inc. Class C Common Stock (GOOG) 0.6 $6.1M 25k 246.43
Vanguard FTSE Emerging Markets ETF Etf (VWO) 0.6 $5.9M 107k 54.67
Autonation Common Stock (AN) 0.6 $5.7M 25k 223.92
Berkshire Hathaway Common Stock (BRK.B) 0.6 $5.5M 11k 495.92
Schwab US Large Cap Growth ETF Etf (SCHG) 0.6 $5.3M 166k 32.18
Vertiv Holdings Co Class A Common Stock (VRT) 0.5 $5.3M 33k 161.64
Vanguard S&P 500 ETF Etf (VOO) 0.5 $4.8M 7.9k 615.25
Morgan Stanley Common Stock (MS) 0.5 $4.7M 30k 155.30
iShares Trust 1-3 Etf (SHY) 0.5 $4.5M 54k 82.82
Utilities Select Etf (XLU) 0.5 $4.5M 51k 87.89
Thermo Fisher Common Stock (TMO) 0.4 $4.2M 8.0k 525.01
Boeing Common Stock (BA) 0.4 $4.2M 19k 217.43
L3harris Common Stock (LHX) 0.4 $3.9M 13k 296.12
Netflix Common Stock (NFLX) 0.4 $3.8M 3.3k 1162.53
Intercontinental Exchange Common Stock (ICE) 0.4 $3.8M 24k 160.98
NRG Energy Common Stock (NRG) 0.4 $3.8M 23k 167.30
Conocophillips Common Stock (COP) 0.4 $3.5M 38k 93.38
Wal-Mart Common Stock (WMT) 0.4 $3.5M 35k 101.70
American Water Works Common Stock (AWK) 0.4 $3.5M 26k 135.59
ServiceNow Common Stock (NOW) 0.4 $3.4M 3.8k 910.10
Quanta Services Common Stock (PWR) 0.4 $3.4M 8.1k 420.87
Invesco Senior Loan ETF Etf (BKLN) 0.3 $3.4M 161k 20.92
Abbvie Common Stock (ABBV) 0.3 $3.3M 14k 236.57
Home Depot Common Stock (HD) 0.3 $3.3M 8.4k 395.04
Stryker Corp Common Stock (SYK) 0.3 $3.2M 8.7k 366.42
Chevron Corp. Common Stock (CVX) 0.3 $3.1M 20k 153.38
Nextera Energy Common Stock (NEE) 0.3 $3.1M 40k 78.18
CME Group Common Stock (CME) 0.3 $3.0M 11k 265.44
Dell Technologies Inc Class C Common Stock (DELL) 0.3 $2.9M 20k 147.38
Bank Of America Corp Common Stock (BAC) 0.3 $2.7M 53k 50.48
Starbucks Corp Common Stock (SBUX) 0.3 $2.6M 30k 86.72
Transdigm Group Common Stock (TDG) 0.3 $2.6M 2.0k 1284.12
Honeywell Common Stock (HON) 0.3 $2.5M 12k 211.02
Vanguard Total Stock Market Index Fund ETF Etf (VTI) 0.3 $2.5M 7.6k 329.81
iShares Bitcoin ETF Etf (IBIT) 0.3 $2.5M 36k 68.77
Caterpillar Common Stock (CAT) 0.3 $2.4M 5.0k 490.67
ExxonMobil Common Stock (XOM) 0.2 $2.4M 21k 111.29
PIMCO Enhanced SHRT Maturty Actv ETF Etf (MINT) 0.2 $2.3M 23k 100.34
Eaton Corp PLC F Common Stock (ETN) 0.2 $2.3M 6.1k 376.76
Walt Disney Common Stock (DIS) 0.2 $2.2M 20k 112.14
Mastercard Common Stock (MA) 0.2 $2.2M 3.8k 577.45
Johnson & Johnson Common Stock (JNJ) 0.2 $2.2M 12k 185.99
iShares High Yield Corporat Bond ETF Etf (SHYG) 0.2 $2.1M 49k 43.12
Allstate Corp Common Stock (ALL) 0.2 $2.1M 9.9k 210.01
Zoetis Common Stock (ZTS) 0.2 $2.0M 14k 146.50
ProShares Large Cap Core Plus ETF Etf (CSM) 0.2 $2.0M 26k 76.86
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.2 $1.9M 31k 60.50
Blue Owl Cap Inc Class A Common Stock (OWL) 0.2 $1.8M 115k 16.05
iShares US Technology ETF Etf (IYW) 0.2 $1.8M 9.2k 198.51
Johnson Controls Inter F Common Stock (JCI) 0.2 $1.8M 16k 108.66
Grayscale Bitcoin TR BTC Fund (GBTC) 0.2 $1.6M 17k 94.93
First Trust TCW Opportunistic Fixed Income ETF Etf (FIXD) 0.2 $1.6M 36k 44.60
iShares Core MSCI EAFE ETF Etf (IEFA) 0.2 $1.6M 18k 88.05
McDonalds Common Stock (MCD) 0.2 $1.6M 5.3k 299.92
Alps Alerian MLP ETF Etf (AMLP) 0.2 $1.5M 33k 46.62
Goldman Sachs Group Common Stock (GS) 0.2 $1.5M 2.0k 779.38
iShares 3-7 Year Treasury Bond ETF Etf (IEI) 0.2 $1.5M 12k 119.52
Procter & Gamble Common Stock (PG) 0.2 $1.5M 9.5k 152.06
Amgen Common Stock (AMGN) 0.1 $1.4M 4.8k 297.40
Vanguard Information Technology Index Fund ETF Etf (VGT) 0.1 $1.4M 1.9k 758.38
Freeport-Mcmoran Common Stock (FCX) 0.1 $1.4M 35k 38.87
Technology Select Sector SPDR ETF Etf (XLK) 0.1 $1.4M 4.8k 286.16
First Trust TCW Unconstrained Plus Bond ETF Etf (UCON) 0.1 $1.4M 54k 25.27
Altria Group Common Stock (MO) 0.1 $1.3M 20k 65.75
Fedex Corp Common Stock (FDX) 0.1 $1.3M 5.5k 242.33
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 0.1 $1.3M 14k 96.59
iShares California Muni Bond ETF Etf (CMF) 0.1 $1.3M 23k 56.97
RTX Corp Common Stock (RTX) 0.1 $1.3M 7.7k 166.65
Rocket Cos Common Stock (RKT) 0.1 $1.3M 69k 18.37
Charles Schwab Corp Common Stock (SCHW) 0.1 $1.3M 14k 92.71
iShares Preferred Income Sec ETF IV Etf (PFF) 0.1 $1.2M 39k 31.73
Adobe Common Stock (ADBE) 0.1 $1.2M 3.3k 351.48
iShares Russell 2000 ETF Etf (IWM) 0.1 $1.1M 4.7k 244.05
Blackstone Common Stock (BX) 0.1 $1.1M 6.7k 166.59
Constellation Brands Common Stock (STZ) 0.1 $1.1M 7.9k 140.52
Novo-Nordisk As Vormal F Common Stock (NVO) 0.1 $1.1M 18k 58.74
Aflac Common Stock (AFL) 0.1 $1.0M 9.4k 110.61
Lilly Eli & Co Common Stock (LLY) 0.1 $1.0M 1.3k 820.24
Vanguard Total Bond Market ETF Etf (BND) 0.1 $1.0M 14k 74.40
PIMCO Active Bond ETF Etf (BOND) 0.1 $1.0M 11k 93.31
Philip Morris Intl Common Stock (PM) 0.1 $998k 6.3k 157.92
iShares Core S&P Total US Stock Mark Etf (ITOT) 0.1 $988k 6.7k 146.41
Church &dwight Common Stock (CHD) 0.1 $983k 11k 88.40
iShares Treasury Floating Rate B ETF Etf (TFLO) 0.1 $973k 19k 50.43
American States Water Common Stock (AWR) 0.1 $967k 14k 70.36
General Electric Common Stock (GE) 0.1 $961k 3.2k 299.46
United Rentals Common Stock (URI) 0.1 $949k 970.00 978.22
Wells Fargo & Co Common Stock (WFC) 0.1 $911k 11k 80.50
Marvell Technology Common Stock (MRVL) 0.1 $900k 10k 86.20
Energy Select Sector SPDR ETF Etf (XLE) 0.1 $859k 9.7k 88.44
iShares S&P 500 Growth ETF Etf (IVW) 0.1 $855k 7.0k 121.40
Intuit Common Stock (INTU) 0.1 $822k 1.2k 681.86
Palantir Technologies In Class A Common Stock (PLTR) 0.1 $771k 4.1k 187.05
iShares MSCI USA QLTY Fact ETF Etf (QUAL) 0.1 $770k 3.9k 196.36
Lockheed Martin Corp Common Stock (LMT) 0.1 $744k 1.5k 499.36
UnitedHealth Group Common Stock (UNH) 0.1 $738k 2.1k 353.82
SPDR Dow Jones Industrial Avrg ETF Etf (DIA) 0.1 $734k 1.6k 465.15
Capital One FC Common Stock (COF) 0.1 $722k 3.4k 213.78
Schwab US Large Cap ETF Etf (SCHX) 0.1 $721k 27k 26.50
Intuitive Surgical Common Stock (ISRG) 0.1 $690k 1.6k 443.01
Nike Inc Class B Common Stock (NKE) 0.1 $679k 9.1k 74.57
Vanguard Short-Term Bond ETF Etf (BSV) 0.1 $672k 8.5k 78.82
Amplify Cybersecurity ETF Etf (HACK) 0.1 $659k 7.5k 87.95
Coca-Cola Common Stock (KO) 0.1 $628k 9.5k 66.10
Vanguard Health Care ETF Etf (VHT) 0.1 $606k 2.3k 266.58
GE Vernova Common Stock (GEV) 0.1 $604k 996.00 606.23
Sherwin Williams Common Stock (SHW) 0.1 $590k 1.7k 343.90
SPDR S&P Midcap 400 ETF Etf (MDY) 0.1 $555k 926.00 598.80
Sempra Common Stock (SRE) 0.1 $549k 6.1k 89.28
First Dorsey Wright Focus 5 ETF IV Etf (FV) 0.1 $548k 8.8k 61.95
Advanced Micro Device In Common Stock (AMD) 0.1 $540k 3.2k 169.76
iShares MSCI EAFE ETF Etf (EFA) 0.1 $527k 5.6k 94.29
Linde PLC F Common Stock (LIN) 0.1 $523k 1.1k 469.48
Clorox Common Stock (CLX) 0.1 $520k 4.3k 122.27
American Express Common Stock (AXP) 0.1 $518k 1.6k 330.48
Parker-Hannifin Corp Common Stock (PH) 0.1 $513k 676.00 758.14
iShares US Real Estate ETF Etf (IYR) 0.1 $509k 5.3k 96.63
Ibm Common Stock (IBM) 0.1 $503k 1.8k 286.72
iShares Core High Etf (HDV) 0.1 $497k 4.1k 121.88
Nexstar Media Group Inc Com CL A Common Stock (NXST) 0.1 $497k 2.5k 198.63
Verizon Common Stock (VZ) 0.1 $492k 11k 43.40
Phillips 66 Common Stock (PSX) 0.0 $470k 3.5k 134.94
Vanguard Muni BND Tax Common Stock (VTEB) 0.0 $467k 9.3k 49.99
Gabelli Equity CF Fund (GAB) 0.0 $463k 75k 6.15
Select STR Financial Select SPDR ETF Etf (XLF) 0.0 $456k 8.5k 53.36
iShares MSCI Emerging Markets ETF Etf (EEM) 0.0 $454k 8.4k 54.08
Taiwan Semiconductr F Common Stock (TSM) 0.0 $454k 1.6k 288.11
iShares iBoxx $ Etf (LQD) 0.0 $451k 4.0k 111.69
iShares JP Morgan Usd Emerging Marke Etf (EMB) 0.0 $449k 4.7k 95.17
iShares US Financials ETF Etf (IYF) 0.0 $446k 3.6k 124.72
iShares S&P 500 Value ETF Etf (IVE) 0.0 $444k 2.1k 207.03
iShares Russell 1000 Growth ETF Etf (IWF) 0.0 $433k 918.00 472.13
iShares US Aerospace Defense ETF Etf (ITA) 0.0 $433k 2.1k 209.38
iShares Short Term NTNL Mun BND ETF Etf (SUB) 0.0 $427k 4.0k 106.64
Alnylam Pharmaceutl Common Stock (ALNY) 0.0 $426k 924.00 460.99
First Trust Managed Municipal ETF IV Etf (FMB) 0.0 $423k 8.3k 50.74
iShares TR 20 YR TR Etf (TLT) 0.0 $412k 4.6k 89.55
Vaneck Gold Miners ETF Etf (GDX) 0.0 $409k 5.3k 77.10
iShares Select Dividend ETF Etf (DVY) 0.0 $408k 2.9k 141.99
iShares Biotechnology ETF Etf (IBB) 0.0 $405k 2.7k 149.66
Merck &co Common Stock (MRK) 0.0 $402k 4.5k 89.51
MGM Resorts Intl Common Stock (MGM) 0.0 $393k 11k 34.75
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL) 0.0 $389k 4.3k 91.47
SPDR Nuven BLM SHT TM MPL BND ETF Etf (SHM) 0.0 $385k 8.0k 48.11
iShares S&P Mid Cap 400 GRWTH ETF Etf (IJK) 0.0 $377k 3.9k 96.25
TJX Companies Common Stock (TJX) 0.0 $376k 2.6k 142.49
Invesco S&P 500 Low Volatility ETF Etf (SPLV) 0.0 $373k 5.1k 72.71
Salesforce Common Stock (CRM) 0.0 $369k 1.5k 238.88
Grayscale Bitcoin Mini Trust ETF Etf (BTC) 0.0 $367k 6.8k 53.60
Progressive Co Ohio Common Stock (PGR) 0.0 $364k 1.5k 243.50
Asml Holding N V F Common Stock (ASML) 0.0 $355k 345.00 1030.17
Cadiz Common Stock (CDZI) 0.0 $355k 75k 4.75
iShares TIPS Bond ETF Etf (TIP) 0.0 $352k 3.2k 111.17
Schwab International Equity ETF Etf (SCHF) 0.0 $352k 15k 23.53
Amplify TRNSFRMTNL Data SHRNG ETF Etf (BLOK) 0.0 $350k 5.0k 69.77
iShares MSCI USA Esg Select ETF Etf (SUSA) 0.0 $348k 2.6k 136.51
Schwab US Small Cap ETF Etf (SCHA) 0.0 $348k 12k 28.08
Stifel Finl Common Stock (SF) 0.0 $341k 3.0k 112.09
Moodys Corp Common Stock (MCO) 0.0 $339k 702.00 482.17
Invesco Aerospace & Defense ETF Etf (PPA) 0.0 $332k 2.1k 156.14
Ameren Corp Common Stock (AEE) 0.0 $316k 3.1k 102.92
Pepsico Common Stock (PEP) 0.0 $313k 2.2k 142.33
Pacer US Cash Cows 100 ETF Etf (COWZ) 0.0 $298k 5.2k 57.70
Trane Technologies PLC F Common Stock (TT) 0.0 $294k 695.00 423.53
Travelers Common Stock (TRV) 0.0 $287k 1.0k 280.04
Northrop Grumman Common Stock (NOC) 0.0 $286k 473.00 605.17
Pure Storage Common Stock (PSTG) 0.0 $283k 3.2k 88.25
Amplify Ai Powered Equity ETF Etf (AIEQ) 0.0 $276k 6.1k 44.98
Carrier Global Corp Common Stock (CARR) 0.0 $275k 4.7k 58.91
Invesco FTSE Rafi US 1000 ETF Etf (PRF) 0.0 $272k 6.0k 45.37
Pub SVC Enterpise GP Common Stock (PEG) 0.0 $271k 3.3k 81.58
Marsh & MC Lennan Common Stock (MMC) 0.0 $266k 1.3k 199.57
CSX Corp Common Stock (CSX) 0.0 $264k 7.4k 35.57
Vanguard Small Cap ETF IV Etf (VB) 0.0 $263k 1.0k 256.61
Shell PLC F Common Stock (SHEL) 0.0 $262k 3.7k 71.77
Magnite Common Stock (MGNI) 0.0 $262k 13k 20.12
iShares Gold ETF Etf (IAU) 0.0 $261k 3.6k 72.65
Synopsys Common Stock (SNPS) 0.0 $256k 543.00 471.14
Grayscale Ethereum TR Et Fund (ETHE) 0.0 $255k 6.9k 37.04
SPDR Nuveen BLMG HG YL MP BND ETF Etf (HYMB) 0.0 $250k 10k 24.87
FT Vest Fund Of Buffer ETF Etf (BUFR) 0.0 $250k 7.5k 33.46
Snowflake Inc Class A Common Stock (SNOW) 0.0 $248k 1.0k 240.54
Select Sector Health Care SPDR ETF Etf (XLV) 0.0 $247k 1.7k 143.19
Shopify Inc F Class A Common Stock (SHOP) 0.0 $243k 1.6k 151.30
Mondelez Intl Class A Common Stock (MDLZ) 0.0 $242k 3.9k 61.78
CIGNA Group Common Stock (CI) 0.0 $240k 807.00 296.98
Schwab US Dividend Equity ETF Etf (SCHD) 0.0 $239k 8.8k 27.34
iShares Morningstar US Equity ETF Etf (ILCB) 0.0 $236k 2.5k 92.84
McCormick &company Common Stock (MKC) 0.0 $234k 3.4k 68.09
Brit Amer Tobacco F Un Common Stock (BTI) 0.0 $231k 4.4k 52.35
Idexx Labs Common Stock (IDXX) 0.0 $230k 362.00 633.84
Invsc S P 500 Equal Weight ETF Etf (RSP) 0.0 $228k 1.2k 190.61
iShares S&P Mid Cap 400 Value ETF Etf (IJJ) 0.0 $227k 1.7k 130.47
SPDR Gold Minishares Etv Etf (GLDM) 0.0 $226k 3.0k 76.32
Qualcomm Common Stock (QCOM) 0.0 $224k 1.3k 168.89
Applovin Corp Class A Common Stock (APP) 0.0 $221k 323.00 683.64
Colgate-Palmolive Common Stock (CL) 0.0 $220k 2.8k 78.31
Ford Motor Common Stock (F) 0.0 $219k 18k 12.22
VGRD Itc ETF DV Etf (VCIT) 0.0 $215k 2.6k 84.16
Consolidated Edison Common Stock (ED) 0.0 $213k 2.2k 97.64
United Parcel SRVC Class B Common Stock (UPS) 0.0 $211k 2.5k 85.57
Hims & Hers Health Common Stock (HIMS) 0.0 $211k 3.6k 57.87
Aon PLC F Class A Common Stock (AON) 0.0 $210k 581.00 360.73
SPDR Fund Consumer Discre Select ETF Etf (XLY) 0.0 $206k 862.00 239.40
Schwab U.S. TIPS ETF Etf (SCHP) 0.0 $206k 7.6k 26.90
Micron Technology Common Stock (MU) 0.0 $205k 1.1k 183.75
Crowdstrike HLDGS Inc Class A Common Stock (CRWD) 0.0 $204k 410.00 496.80
iShares Semiconductor ETF IV Etf (SOXX) 0.0 $204k 723.00 281.69
Rivian Automotive Inc Class A Common Stock (RIVN) 0.0 $203k 15k 13.53
Vanguard Mid Cap ETF Etf (VO) 0.0 $200k 679.00 294.85
C V B Finl Corp Common Stock (CVBF) 0.0 $188k 10k 18.79
Neonc Technologies HLDGS Common Stock (NTHI) 0.0 $171k 15k 11.39
Kennedy Wilson HLDGS Common Stock (KW) 0.0 $161k 19k 8.46
Invesco California Value Fund (VCV) 0.0 $105k 10k 10.53
Nokia Oyj F Common Stock (NOK) 0.0 $75k 15k 4.88
Editas Medicine Incorpor Common Stock (EDIT) 0.0 $66k 17k 3.89
Mobix Labs Inc Class A Common Stock (MOBX) 0.0 $27k 30k 0.90
T Rex 2X Inverse Nvidia Daily ETF Common Stock (NVDQ) 0.0 $9.2k 10k 0.90