HCR Wealth Advisors

HCR Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 255 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 14.4 $145M 534k 271.86
Vanguard Growth Index Fund ETF Etf (VUG) 10.5 $106M 217k 487.86
Vanguard High Dividend Yield Index Fund ETF Etf (VYM) 9.1 $92M 642k 143.52
Nvidia Corp Common Stock (NVDA) 5.6 $57M 305k 186.50
Vanguard Extended Market ETF S &P Compl Common Stock (VXF) 3.7 $37M 178k 209.12
iShares Core S&P 500 ETF Etf (IVV) 3.5 $35M 51k 684.95
Alphabet Common Stock (GOOGL) 3.0 $30M 97k 313.00
Microsoft Common Stock (MSFT) 2.3 $23M 48k 483.63
First Trust Preferred Securities and Income ETF Etf (FPE) 1.8 $18M 998k 18.22
iShares Core MSCI Emerging ETF Etf (IEMG) 1.7 $17M 259k 67.22
Ametek Common Stock (AME) 1.6 $16M 78k 205.31
iShares Core S&P Small-Cap ETF Etf (IJR) 1.5 $16M 129k 120.18
Meta Platforms Common Stock (META) 1.3 $14M 20k 660.12
Palo Alto Networks Common Stock (PANW) 1.3 $13M 70k 184.20
Amazon.Com Common Stock (AMZN) 1.2 $12M 54k 230.82
Visa Common Stock (V) 1.2 $12M 34k 350.71
JPMorgan Chase & Co Common Stock (JPM) 1.0 $10M 31k 322.22
Broadcom Common Stock (AVGO) 1.0 $9.8M 28k 346.11
BlackRock Flexible Income ETF Etf (BINC) 0.9 $9.6M 182k 52.77
Janus Henderson Aaa Clo ETF IV Etf (JAAA) 0.8 $8.2M 162k 50.58
Alphabet Inc. Class C Common Stock (GOOG) 0.8 $8.0M 26k 313.81
SPDR Gold TR Gold Etf (GLD) 0.7 $7.5M 19k 396.31
Costco Wholesale Common Stock (COST) 0.7 $7.4M 8.6k 862.39
Tesla Motors Common Stock (TSLA) 0.7 $6.9M 15k 449.73
Invesco QQQ Trust Etf (QQQ) 0.7 $6.8M 11k 614.33
Spdr S&p 500 Etf Etf (SPY) 0.7 $6.6M 9.7k 681.96
Vanguard FTSE Emerging Markets ETF Etf (VWO) 0.6 $6.3M 118k 53.76
Berkshire Hathaway Common Stock (BRK.B) 0.6 $6.1M 12k 502.65
Morgan Stanley Common Stock (MS) 0.5 $5.4M 31k 177.53
Schwab US Large Cap Growth ETF Etf (SCHG) 0.5 $5.4M 166k 32.62
Vertiv Holdings Co Class A Common Stock (VRT) 0.5 $5.2M 32k 162.01
Autozone Common Stock (AZO) 0.5 $5.2M 1.5k 3391.50
Autonation Common Stock (AN) 0.5 $5.1M 25k 206.48
Vanguard S&P 500 ETF Etf (VOO) 0.5 $5.1M 8.2k 627.14
Oracle Corp Common Stock (ORCL) 0.5 $5.1M 26k 194.91
Thermo Fisher Common Stock (TMO) 0.5 $4.9M 8.4k 579.51
Utilities Select Etf (XLU) 0.4 $4.2M 99k 42.69
Micron Technology Common Stock (MU) 0.4 $4.2M 15k 285.41
Boeing Common Stock (BA) 0.4 $4.2M 19k 217.12
iShares Trust 1-3 Etf (SHY) 0.4 $4.1M 50k 82.82
L3harris Common Stock (LHX) 0.4 $4.0M 14k 293.58
Wal-Mart Common Stock (WMT) 0.4 $3.9M 35k 111.41
Intercontinental Exchange Common Stock (ICE) 0.4 $3.9M 24k 161.96
Eaton Corp PLC F Common Stock (ETN) 0.4 $3.9M 12k 318.51
Conocophillips Common Stock (COP) 0.4 $3.8M 40k 93.61
NRG Energy Common Stock (NRG) 0.4 $3.6M 22k 159.24
Quanta Services Common Stock (PWR) 0.3 $3.4M 8.1k 422.07
American Water Works Common Stock (AWK) 0.3 $3.4M 26k 130.50
United Rentals Common Stock (URI) 0.3 $3.3M 4.1k 809.32
Invesco Senior Loan ETF Etf (BKLN) 0.3 $3.3M 156k 21.00
Abbvie Common Stock (ABBV) 0.3 $3.2M 14k 228.49
iShares Core MSCI EAFE ETF Etf (IEFA) 0.3 $3.2M 36k 89.46
Nextera Energy Common Stock (NEE) 0.3 $3.2M 40k 80.28
Netflix Common Stock (NFLX) 0.3 $3.2M 34k 93.76
CME Group Common Stock (CME) 0.3 $3.2M 12k 273.09
Chevron Corp. Common Stock (CVX) 0.3 $3.1M 20k 152.41
ServiceNow Common Stock (NOW) 0.3 $3.0M 20k 153.19
Stryker Corp Common Stock (SYK) 0.3 $3.0M 8.5k 351.49
Bank Of America Corp Common Stock (BAC) 0.3 $3.0M 54k 55.00
Caterpillar Common Stock (CAT) 0.3 $2.9M 5.0k 572.91
Home Depot Common Stock (HD) 0.3 $2.9M 8.4k 344.13
Dell Technologies Inc Class C Common Stock (DELL) 0.3 $2.8M 22k 125.88
Transdigm Group Common Stock (TDG) 0.3 $2.7M 2.0k 1330.17
ExxonMobil Common Stock (XOM) 0.3 $2.6M 22k 120.34
Starbucks Corp Common Stock (SBUX) 0.3 $2.6M 30k 84.21
Johnson & Johnson Common Stock (JNJ) 0.2 $2.5M 12k 206.95
Walt Disney Common Stock (DIS) 0.2 $2.4M 21k 113.77
Vanguard Total Stock Market Index Fund ETF Etf (VTI) 0.2 $2.4M 7.2k 335.28
Honeywell Common Stock (HON) 0.2 $2.3M 12k 195.10
Goldman Sachs Group Common Stock (GS) 0.2 $2.3M 2.6k 879.33
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.2 $2.3M 36k 62.47
Mastercard Common Stock (MA) 0.2 $2.1M 3.7k 571.02
Allstate Corp Common Stock (ALL) 0.2 $2.1M 10k 208.15
iShares High Yield Corporat Bond ETF Etf (SHYG) 0.2 $2.1M 48k 42.87
PIMCO Enhanced SHRT Maturty Actv ETF Etf (MINT) 0.2 $2.1M 21k 100.34
iShares Core S&P Mid Cap Common Stock (IJH) 0.2 $2.1M 31k 66.00
ProShares Large Cap Core Plus ETF Etf (CSM) 0.2 $2.0M 26k 79.68
Johnson Controls Inter F Common Stock (JCI) 0.2 $1.9M 16k 119.75
iShares Bitcoin ETF Etf (IBIT) 0.2 $1.9M 39k 49.65
iShares US Technology ETF Etf (IYW) 0.2 $1.8M 9.2k 199.70
Freeport-Mcmoran Common Stock (FCX) 0.2 $1.8M 35k 50.79
RTX Corp Common Stock (RTX) 0.2 $1.7M 9.0k 183.41
First Trust TCW Unconstrained Plus Bond ETF Etf (UCON) 0.2 $1.7M 66k 25.17
Vanguard Small Cap ETF IV Etf (VB) 0.2 $1.6M 6.3k 257.98
First Trust TCW Opportunistic Fixed Income ETF Etf (FIXD) 0.2 $1.6M 36k 44.32
McDonalds Common Stock (MCD) 0.2 $1.6M 5.2k 305.65
Amgen Common Stock (AMGN) 0.2 $1.6M 4.8k 327.31
Blue Owl Cap Inc Class A Common Stock (OWL) 0.2 $1.6M 105k 14.94
Fedex Corp Common Stock (FDX) 0.2 $1.6M 5.4k 288.87
Zoetis Common Stock (ZTS) 0.2 $1.6M 12k 125.82
Alps Alerian MLP ETF Etf (AMLP) 0.2 $1.5M 33k 47.02
Lilly Eli & Co Common Stock (LLY) 0.1 $1.4M 1.3k 1075.16
Vanguard Information Technology Index Fund ETF Etf (VGT) 0.1 $1.4M 1.9k 753.84
Rocket Cos Common Stock (RKT) 0.1 $1.4M 73k 19.36
iShares 3-7 Year Treasury Bond ETF Etf (IEI) 0.1 $1.4M 12k 119.35
Technology Select Sector SPDR ETF Etf (XLK) 0.1 $1.4M 9.6k 143.97
Charles Schwab Corp Common Stock (SCHW) 0.1 $1.4M 14k 99.91
Procter & Gamble Common Stock (PG) 0.1 $1.3M 9.2k 143.32
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 0.1 $1.3M 14k 96.16
Vanguard Total Bond Market ETF Etf (BND) 0.1 $1.3M 18k 74.07
iShares Russell 2000 ETF Etf (IWM) 0.1 $1.2M 5.1k 246.18
iShares California Muni Bond ETF Etf (CMF) 0.1 $1.2M 21k 57.46
Grayscale Bitcoin TR BTC Fund (GBTC) 0.1 $1.2M 17k 68.36
Altria Group Common Stock (MO) 0.1 $1.2M 20k 57.66
GE Vernova Common Stock (GEV) 0.1 $1.1M 1.7k 653.57
Wells Fargo & Co Common Stock (WFC) 0.1 $1.1M 12k 93.20
Aflac Common Stock (AFL) 0.1 $1.1M 9.6k 110.28
iShares Preferred Income Sec ETF IV Etf (PFF) 0.1 $1.1M 34k 30.96
Philip Morris Intl Common Stock (PM) 0.1 $1.0M 6.5k 160.41
General Electric Common Stock (GE) 0.1 $1.0M 3.3k 308.05
Adobe Common Stock (ADBE) 0.1 $1.0M 2.9k 349.99
Blackstone Common Stock (BX) 0.1 $1.0M 6.5k 154.15
iShares Core S&P Total US Stock Mark Etf (ITOT) 0.1 $999k 6.7k 148.69
PIMCO Active Bond ETF Etf (BOND) 0.1 $980k 11k 93.08
American States Water Common Stock (AWR) 0.1 $955k 13k 72.48
iShares Treasury Floating Rate B ETF Etf (TFLO) 0.1 $915k 18k 50.46
Marvell Technology Common Stock (MRVL) 0.1 $882k 10k 84.98
Intuitive Surgical Common Stock (ISRG) 0.1 $878k 1.6k 566.36
iShares S&P 500 Growth ETF Etf (IVW) 0.1 $868k 7.0k 123.26
Church &dwight Common Stock (CHD) 0.1 $862k 10k 83.85
Constellation Brands Common Stock (STZ) 0.1 $847k 6.1k 137.96
Capital One FC Common Stock (COF) 0.1 $839k 3.5k 242.39
Energy Select Sector SPDR ETF Etf (XLE) 0.1 $829k 19k 44.71
Intuit Common Stock (INTU) 0.1 $825k 1.2k 662.42
iShares MSCI USA QLTY Fact ETF Etf (QUAL) 0.1 $798k 4.0k 198.62
Schwab US Large Cap ETF Etf (SCHX) 0.1 $769k 29k 26.91
SPDR Dow Jones Industrial Avrg ETF Etf (DIA) 0.1 $758k 1.6k 480.61
Lockheed Martin Corp Common Stock (LMT) 0.1 $721k 1.5k 483.67
Citigroup Common Stock (C) 0.1 $718k 6.2k 116.70
Advanced Micro Device In Common Stock (AMD) 0.1 $711k 3.3k 214.19
Coca-Cola Common Stock (KO) 0.1 $697k 10k 69.91
Palantir Technologies In Class A Common Stock (PLTR) 0.1 $693k 3.9k 177.75
Vanguard Short-Term Bond ETF Etf (BSV) 0.1 $673k 8.5k 78.81
Vanguard Health Care ETF Etf (VHT) 0.1 $655k 2.3k 287.89
UnitedHealth Group Common Stock (UNH) 0.1 $653k 2.0k 330.12
Parker-Hannifin Corp Common Stock (PH) 0.1 $623k 709.00 878.96
American Express Common Stock (AXP) 0.1 $604k 1.6k 369.95
Amplify Cybersecurity ETF Etf (HACK) 0.1 $591k 7.4k 80.37
Nike Inc Class B Common Stock (NKE) 0.1 $587k 9.2k 63.71
Sherwin Williams Common Stock (SHW) 0.1 $564k 1.7k 324.03
SPDR S&P Midcap 400 ETF Etf (MDY) 0.1 $559k 926.00 603.47
Ibm Common Stock (IBM) 0.1 $557k 1.9k 296.21
First Dorsey Wright Focus 5 ETF IV Etf (FV) 0.1 $556k 8.8k 62.92
Salesforce Common Stock (CRM) 0.1 $548k 2.1k 264.91
iShares MSCI EAFE ETF Etf (EFA) 0.1 $536k 5.6k 96.03
Novo-Nordisk As Vormal F Common Stock (NVO) 0.1 $526k 10k 50.88
Sempra Common Stock (SRE) 0.1 $516k 5.8k 88.29
Nexstar Media Group Inc Com CL A Common Stock (NXST) 0.1 $508k 2.5k 203.05
Linde PLC F Common Stock (LIN) 0.0 $500k 1.2k 426.39
iShares US Real Estate ETF Etf (IYR) 0.0 $494k 5.3k 93.90
iShares Core High Etf (HDV) 0.0 $493k 4.1k 121.61
iShares US Financials ETF Etf (IYF) 0.0 $486k 3.8k 128.93
Merck &co Common Stock (MRK) 0.0 $480k 4.6k 105.27
Taiwan Semiconductr F Common Stock (TSM) 0.0 $478k 1.6k 303.89
Vanguard Muni BND Tax Common Stock (VTEB) 0.0 $469k 9.3k 50.29
Select STR Financial Select SPDR ETF Etf (XLF) 0.0 $469k 8.6k 54.77
Gabelli Equity CF Fund (GAB) 0.0 $465k 75k 6.17
iShares MSCI Emerging Markets ETF Etf (EEM) 0.0 $460k 8.4k 54.72
Verizon Common Stock (VZ) 0.0 $459k 11k 40.73
iShares Biotechnology ETF Etf (IBB) 0.0 $458k 2.7k 168.82
Schwab International Equity ETF Etf (SCHF) 0.0 $457k 19k 24.04
Cadiz Common Stock (CDZI) 0.0 $457k 81k 5.61
Phillips 66 Common Stock (PSX) 0.0 $454k 3.5k 129.04
iShares JP Morgan Usd Emerging Marke Etf (EMB) 0.0 $454k 4.7k 96.28
iShares S&P 500 Value ETF Etf (IVE) 0.0 $452k 2.1k 212.07
iShares Russell 1000 Growth ETF Etf (IWF) 0.0 $435k 919.00 473.35
iShares Short Term NTNL Mun BND ETF Etf (SUB) 0.0 $427k 4.0k 106.70
First Trust Managed Municipal ETF IV Etf (FMB) 0.0 $427k 8.3k 51.13
SPDR Nuveen BLMG HG YL MP BND ETF Etf (HYMB) 0.0 $425k 17k 24.94
iShares US Aerospace Defense ETF Etf (ITA) 0.0 $423k 2.0k 214.69
iShares iBoxx $ Etf (LQD) 0.0 $420k 3.8k 110.19
Vaneck Gold Miners ETF Etf (GDX) 0.0 $415k 4.8k 85.77
Schwab US Small Cap ETF Etf (SCHA) 0.0 $415k 15k 28.48
MGM Resorts Intl Common Stock (MGM) 0.0 $413k 11k 36.49
FT Vest Fund Of Buffer ETF Etf (BUFR) 0.0 $403k 12k 34.26
TJX Companies Common Stock (TJX) 0.0 $391k 2.5k 153.61
Clorox Common Stock (CLX) 0.0 $391k 3.9k 100.83
Stifel Finl Common Stock (SF) 0.0 $380k 3.0k 125.22
iShares S&P Mid Cap 400 GRWTH ETF Etf (IJK) 0.0 $379k 3.9k 96.88
iShares Core US Aggregate Bond ETF Etf (AGG) 0.0 $379k 3.8k 99.88
Moodys Corp Common Stock (MCO) 0.0 $372k 729.00 510.85
Alnylam Pharmaceutl Common Stock (ALNY) 0.0 $367k 924.00 397.65
Vanguard Real Estate ETF Etf (VNQ) 0.0 $366k 4.1k 88.49
Progressive Co Ohio Common Stock (PGR) 0.0 $358k 1.6k 227.72
iShares MSCI USA Esg Select ETF Etf (SUSA) 0.0 $355k 2.6k 139.34
Invesco Aerospace & Defense ETF Etf (PPA) 0.0 $334k 2.1k 156.63
SPDR Ssga Multi Asset Real Retur ETF Etf (RLY) 0.0 $333k 11k 31.45
iShares TIPS Bond ETF Etf (TIP) 0.0 $331k 3.0k 109.91
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL) 0.0 $328k 3.6k 91.41
Invesco S&P 500 Low Volatility ETF Etf (SPLV) 0.0 $320k 4.5k 71.42
Pepsico Common Stock (PEP) 0.0 $319k 2.2k 143.54
Pacer US Cash Cows 100 ETF Etf (COWZ) 0.0 $316k 5.3k 60.18
iShares Select Dividend ETF Etf (DVY) 0.0 $316k 2.2k 141.14
Ameren Corp Common Stock (AEE) 0.0 $307k 3.1k 99.86
Travelers Common Stock (TRV) 0.0 $304k 1.0k 290.06
Rivian Automotive Inc Class A Common Stock (RIVN) 0.0 $299k 15k 19.71
Asml Holding N V F Common Stock (ASML) 0.0 $296k 277.00 1069.86
iShares Gold ETF Etf (IAU) 0.0 $292k 3.6k 81.17
Amplify TRNSFRMTNL Data SHRNG ETF Etf (BLOK) 0.0 $285k 5.0k 56.89
Select Sector Health Care SPDR ETF Etf (XLV) 0.0 $284k 1.8k 154.80
Invesco FTSE Rafi US 1000 ETF Etf (PRF) 0.0 $282k 6.0k 46.92
Trane Technologies PLC F Common Stock (TT) 0.0 $281k 721.00 389.20
Amplify Ai Powered Equity ETF Etf (AIEQ) 0.0 $277k 6.1k 45.15
Northrop Grumman Common Stock (NOC) 0.0 $270k 473.00 570.40
CSX Corp Common Stock (CSX) 0.0 $269k 7.4k 36.25
Shell PLC F Common Stock (SHEL) 0.0 $268k 3.7k 73.48
Grayscale Bitcoin Mini Trust ETF Etf (BTC) 0.0 $265k 6.8k 38.73
Marsh & MC Lennan Common Stock 0.0 $263k 1.4k 185.52
Synopsys Common Stock (SNPS) 0.0 $261k 555.00 469.72
Flowserve Corp Common Stock (FLS) 0.0 $260k 3.8k 69.38
Qualcomm Common Stock (QCOM) 0.0 $259k 1.5k 171.14
iShares Core US REIT ETF Etf (USRT) 0.0 $258k 4.5k 56.96
Sandisk Corp Common Stock (SNDK) 0.0 $254k 1.1k 237.38
SPDR Gold Minishares Etv Etf (GLDM) 0.0 $253k 3.0k 85.37
Brit Amer Tobacco F Un Common Stock (BTI) 0.0 $250k 4.4k 56.62
Carrier Global Corp Common Stock (CARR) 0.0 $247k 4.7k 52.85
Idexx Labs Common Stock (IDXX) 0.0 $245k 362.00 676.53
United Parcel SRVC Class B Common Stock (UPS) 0.0 $245k 2.5k 99.19
Shopify Inc F Class A Common Stock (SHOP) 0.0 $242k 1.5k 160.97
Schwab US Dividend Equity ETF Etf (SCHD) 0.0 $242k 8.8k 27.43
Vaneck Semiconductor ETF Etf (SMH) 0.0 $241k 668.00 360.13
Coherent Corp Common Stock (COHR) 0.0 $240k 1.3k 184.57
iShares Morningstar US Equity ETF Etf (ILCB) 0.0 $239k 2.5k 94.38
Ford Motor Common Stock (F) 0.0 $237k 18k 13.12
iShares TR 20 YR TR Etf (TLT) 0.0 $236k 2.7k 87.18
McCormick &company Common Stock (MKC) 0.0 $234k 3.4k 68.11
Synchrony Finl Common Stock (SYF) 0.0 $233k 2.8k 83.43
Vanguard VNG Rus1000val ETF Common Stock 0.0 $231k 2.5k 92.30
iShares S&P Mid Cap 400 Value ETF Etf (IJJ) 0.0 $229k 1.7k 131.59
CIGNA Group Common Stock (CI) 0.0 $222k 807.00 275.23
Regeneron Pharms Common Stock (REGN) 0.0 $221k 286.00 771.87
VGRD Itc ETF DV Etf (VCIT) 0.0 $219k 2.6k 83.75
iShares Semiconductor ETF IV Etf (SOXX) 0.0 $218k 723.00 301.15
Pure Storage Common Stock (PSTG) 0.0 $215k 3.2k 67.01
CVS Health Corp Common Stock (CVS) 0.0 $215k 2.7k 79.38
Magnite Common Stock (MGNI) 0.0 $211k 13k 16.23
Mondelez Intl Class A Common Stock (MDLZ) 0.0 $211k 3.9k 53.83
SPDR Fund Consumer Discre Select ETF Etf (XLY) 0.0 $208k 1.7k 119.41
Edwards Lifesciences Common Stock (EW) 0.0 $206k 2.4k 85.25
Colgate-Palmolive Common Stock (CL) 0.0 $206k 2.6k 79.02
Crowdstrike HLDGS Inc Class A Common Stock (CRWD) 0.0 $205k 438.00 468.76
Aon PLC F Class A Common Stock (AON) 0.0 $205k 581.00 352.88
Invsc S P 500 Equal Weight ETF Etf (RSP) 0.0 $205k 1.1k 191.70
Vaneck Junior Gold Miners ETF Etf (GDXJ) 0.0 $205k 1.8k 113.78
Consolidated Edison Common Stock (ED) 0.0 $202k 2.0k 99.32
Deere & Co Common Stock (DE) 0.0 $202k 434.00 465.74
Schwab U.S. TIPS ETF Etf (SCHP) 0.0 $200k 7.6k 26.49
Mongodb Inc Class A Common Stock (MDB) 0.0 $200k 477.00 419.69
C V B Finl Corp Common Stock (CVBF) 0.0 $186k 10k 18.60
Kennedy Wilson HLDGS Common Stock (KW) 0.0 $184k 19k 9.67
Neonc Technologies HLDGS Common Stock (NTHI) 0.0 $124k 15k 8.27
Nokia Oyj F Common Stock (NOK) 0.0 $100k 15k 6.47
Black Diamond Therapeuti Common Stock (BDTX) 0.0 $66k 27k 2.43
Editas Medicine Incorpor Common Stock (EDIT) 0.0 $35k 17k 2.05
Mobix Labs Inc Class A Common Stock (MOBX) 0.0 $8.0k 30k 0.27