HCR Wealth Advisors

HCR Wealth Advisors as of March 31, 2026

Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 241 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 13.5 $130M 511k 253.79
Vanguard Growth Index Fund ETF Etf (VUG) 10.0 $97M 222k 436.79
Vanguard High Dividend Yield Index Fund ETF Etf (VYM) 9.9 $96M 646k 148.10
Nvidia Corp Common Stock (NVDA) 5.5 $53M 305k 174.40
Vanguard Extended Market ETF S &P Compl Common Stock (VXF) 3.9 $37M 182k 205.80
iShares Core S&P 500 ETF Etf (IVV) 3.4 $33M 51k 653.22
Alphabet Common Stock (GOOGL) 2.8 $27M 95k 287.56
iShares Core MSCI Emerging ETF Etf (IEMG) 1.9 $18M 264k 69.75
First Trust Preferred Securities and Income ETF Etf (FPE) 1.8 $18M 999k 17.75
Microsoft Common Stock (MSFT) 1.8 $18M 48k 370.17
iShares Core S&P Small-Cap ETF Etf (IJR) 1.7 $16M 129k 124.31
Ametek Common Stock (AME) 1.5 $15M 69k 214.36
Amazon.Com Common Stock (AMZN) 1.2 $12M 56k 208.27
Palo Alto Networks Common Stock (PANW) 1.2 $12M 72k 160.32
Meta Platforms Common Stock (META) 1.2 $12M 20k 572.14
BlackRock Flexible Income ETF Etf (BINC) 1.1 $10M 196k 51.93
Visa Common Stock (V) 1.0 $10M 33k 302.25
JPMorgan Chase & Co Common Stock (JPM) 0.9 $9.1M 31k 294.17
Janus Henderson Aaa Clo ETF IV Etf (JAAA) 0.9 $8.9M 177k 50.37
SPDR Gold TR Gold Etf (GLD) 0.9 $8.9M 21k 430.29
Broadcom Common Stock (AVGO) 0.9 $8.6M 28k 309.51
Costco Wholesale Common Stock (COST) 0.9 $8.5M 8.5k 996.52
Vertiv Holdings Co Class A Common Stock (VRT) 0.8 $7.4M 29k 250.58
Alphabet Inc. Class C Common Stock (GOOG) 0.8 $7.4M 26k 286.87
Invesco QQQ Trust Etf (QQQ) 0.7 $6.5M 11k 577.21
Spdr S&p 500 Etf Etf (SPY) 0.7 $6.5M 9.9k 650.40
Vanguard FTSE Emerging Markets ETF Etf (VWO) 0.7 $6.3M 117k 54.05
Berkshire Hathaway Common Stock (BRK.B) 0.6 $5.8M 12k 479.20
Tesla Motors Common Stock (TSLA) 0.6 $5.7M 15k 371.76
Conocophillips Common Stock (COP) 0.6 $5.5M 42k 132.00
Autozone Common Stock (AZO) 0.5 $5.2M 1.5k 3377.78
Vanguard S&P 500 ETF Etf (VOO) 0.5 $5.1M 8.6k 597.55
Morgan Stanley Common Stock (MS) 0.5 $5.0M 30k 164.57
Micron Technology Common Stock (MU) 0.5 $4.9M 15k 337.84
Autonation Common Stock (AN) 0.5 $4.8M 25k 195.26
Utilities Select Etf (XLU) 0.5 $4.7M 102k 45.89
L3harris Common Stock (LHX) 0.5 $4.6M 13k 345.15
Schwab US Large Cap Growth ETF Etf (SCHG) 0.5 $4.4M 152k 29.13
Eaton Corp PLC F Common Stock (ETN) 0.5 $4.4M 12k 357.67
Wal-Mart Common Stock (WMT) 0.5 $4.4M 35k 124.28
Quanta Services Common Stock (PWR) 0.4 $4.3M 7.8k 549.03
Chevron Corp. Common Stock (CVX) 0.4 $4.2M 20k 206.90
Thermo Fisher Common Stock (TMO) 0.4 $4.1M 8.4k 491.58
Intercontinental Exchange Common Stock (ICE) 0.4 $3.9M 25k 157.29
Boeing Common Stock (BA) 0.4 $3.8M 19k 199.03
ExxonMobil Common Stock (XOM) 0.4 $3.7M 22k 169.66
Netflix Common Stock (NFLX) 0.4 $3.7M 39k 96.15
Caterpillar Common Stock (CAT) 0.4 $3.6M 5.1k 708.55
Dell Technologies Inc Class C Common Stock (DELL) 0.4 $3.5M 21k 164.13
American Water Works Common Stock (AWK) 0.4 $3.5M 26k 136.09
iShares Trust 1-3 Etf (SHY) 0.4 $3.5M 42k 82.57
Nextera Energy Common Stock (NEE) 0.4 $3.5M 37k 92.88
CME Group Common Stock (CME) 0.3 $3.4M 11k 295.37
NRG Energy Common Stock (NRG) 0.3 $3.3M 23k 146.14
iShares Core MSCI EAFE ETF Etf (IEFA) 0.3 $3.3M 36k 90.53
Abbvie Common Stock (ABBV) 0.3 $3.1M 14k 217.50
Johnson & Johnson Common Stock (JNJ) 0.3 $2.9M 12k 244.44
United Rentals Common Stock (URI) 0.3 $2.8M 3.8k 728.57
Stryker Corp Common Stock (SYK) 0.3 $2.8M 8.4k 328.62
Home Depot Common Stock (HD) 0.3 $2.7M 8.3k 328.93
Flowserve Corp Common Stock (FLS) 0.3 $2.7M 37k 73.51
Honeywell Common Stock (HON) 0.3 $2.7M 12k 226.04
Starbucks Corp Common Stock (SBUX) 0.3 $2.7M 30k 89.59
Bank Of America Corp Common Stock (BAC) 0.3 $2.6M 54k 48.75
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 0.3 $2.5M 27k 95.44
Vanguard Total Stock Market Index Fund ETF Etf (VTI) 0.2 $2.3M 7.2k 320.82
Transdigm Group Common Stock (TDG) 0.2 $2.2M 1.9k 1159.26
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.2 $2.1M 33k 64.08
Walt Disney Common Stock (DIS) 0.2 $2.1M 22k 96.38
iShares Core S&P Mid Cap Common Stock (IJH) 0.2 $2.1M 31k 67.53
First Trust TCW Unconstrained Plus Bond ETF Etf (UCON) 0.2 $2.1M 85k 24.77
Allstate Corp Common Stock (ALL) 0.2 $2.1M 10k 207.34
PIMCO Enhanced SHRT Maturty Actv ETF Etf (MINT) 0.2 $2.0M 20k 100.57
Freeport-Mcmoran Common Stock (FCX) 0.2 $2.0M 35k 58.78
RTX Corp Common Stock (RTX) 0.2 $2.0M 10k 192.90
iShares High Yield Corporat Bond ETF Etf (SHYG) 0.2 $1.9M 46k 42.31
ProShares Large Cap Core Plus ETF Etf (CSM) 0.2 $1.9M 26k 74.82
Fedex Corp Common Stock (FDX) 0.2 $1.9M 5.4k 356.23
Goldman Sachs Group Common Stock (GS) 0.2 $1.9M 2.3k 846.05
Mastercard Common Stock (MA) 0.2 $1.9M 3.7k 499.67
Amgen Common Stock (AMGN) 0.2 $1.7M 4.8k 351.85
Alps Alerian MLP ETF Etf (AMLP) 0.2 $1.7M 32k 52.64
Vanguard Small Cap ETF IV Etf (VB) 0.2 $1.7M 6.3k 261.93
Invesco Senior Loan ETF Etf (BKLN) 0.2 $1.7M 81k 20.41
iShares Bitcoin ETF Etf (IBIT) 0.2 $1.6M 42k 38.42
First Trust TCW Opportunistic Fixed Income ETF Etf (FIXD) 0.2 $1.6M 37k 43.59
McDonalds Common Stock (MCD) 0.2 $1.6M 5.1k 310.79
iShares US Technology ETF Etf (IYW) 0.2 $1.6M 8.7k 181.44
GE Vernova Common Stock (GEV) 0.2 $1.5M 1.7k 872.90
Johnson Controls Inter F Common Stock (JCI) 0.2 $1.5M 11k 130.95
Zoetis Common Stock (ZTS) 0.1 $1.4M 12k 118.22
Vanguard Information Technology Index Fund ETF Etf (VGT) 0.1 $1.3M 1.9k 697.85
Altria Group Common Stock (MO) 0.1 $1.3M 20k 65.99
iShares 3-7 Year Treasury Bond ETF Etf (IEI) 0.1 $1.3M 11k 118.60
Charles Schwab Corp Common Stock (SCHW) 0.1 $1.3M 14k 93.98
Technology Select Sector SPDR ETF Etf (XLK) 0.1 $1.3M 9.6k 132.90
iShares California Muni Bond ETF Etf (CMF) 0.1 $1.3M 22k 56.86
iShares Russell 2000 ETF Etf (IWM) 0.1 $1.3M 5.1k 248.05
Lilly Eli & Co Common Stock (LLY) 0.1 $1.2M 1.4k 920.18
Procter & Gamble Common Stock (PG) 0.1 $1.2M 8.6k 144.45
Energy Select Sector SPDR ETF Etf (XLE) 0.1 $1.1M 18k 61.26
Aflac Common Stock (AFL) 0.1 $1.1M 9.6k 109.71
Marvell Technology Common Stock (MRVL) 0.1 $1.1M 11k 99.05
Vanguard Total Bond Market ETF Etf (BND) 0.1 $1.1M 14k 73.64
Philip Morris Intl Common Stock (PM) 0.1 $1.0M 6.3k 165.36
Constellation Brands Common Stock (STZ) 0.1 $995k 6.6k 150.02
Palantir Technologies In Class A Common Stock (PLTR) 0.1 $993k 6.8k 146.28
Rocket Cos Common Stock (RKT) 0.1 $988k 69k 14.25
PIMCO Active Bond ETF Etf (BOND) 0.1 $971k 11k 92.28
Grayscale Bitcoin TR BTC Fund (GBTC) 0.1 $970k 18k 52.76
American States Water Common Stock (AWR) 0.1 $966k 13k 75.62
iShares Core S&P Total US Stock Mark Etf (ITOT) 0.1 $957k 6.7k 142.43
Oracle Corp Common Stock (ORCL) 0.1 $955k 6.5k 147.12
Church &dwight Common Stock (CHD) 0.1 $954k 10k 93.32
General Electric Common Stock (GE) 0.1 $943k 3.3k 283.80
Wells Fargo & Co Common Stock (WFC) 0.1 $937k 12k 79.61
iShares Treasury Floating Rate B ETF Etf (TFLO) 0.1 $918k 18k 50.63
Intuitive Surgical Common Stock (ISRG) 0.1 $908k 2.0k 460.99
Lockheed Martin Corp Common Stock (LMT) 0.1 $903k 1.5k 604.39
iShares Preferred Income Sec ETF IV Etf (PFF) 0.1 $872k 29k 30.32
iShares S&P 500 Growth ETF Etf (IVW) 0.1 $811k 7.2k 113.11
Coca-Cola Common Stock (KO) 0.1 $772k 10k 76.05
iShares MSCI USA QLTY Fact ETF Etf (QUAL) 0.1 $766k 4.0k 191.81
Schwab US Large Cap ETF Etf (SCHX) 0.1 $761k 30k 25.64
Taiwan Semiconductr F Common Stock (TSM) 0.1 $719k 2.1k 337.95
Establishment Labs HLD F Common Stock (ESTA) 0.1 $718k 13k 56.78
Citigroup Common Stock (C) 0.1 $699k 6.2k 113.43
SPDR Dow Jones Industrial Avrg ETF Etf (DIA) 0.1 $695k 1.5k 463.23
Advanced Micro Device In Common Stock (AMD) 0.1 $679k 3.3k 203.46
Cadiz Common Stock (CDZI) 0.1 $678k 138k 4.91
ProShares Short QQQ ETF Etf (PSQ) 0.1 $676k 21k 32.19
Linde PLC F Common Stock (LIN) 0.1 $661k 1.3k 495.76
Parker-Hannifin Corp Common Stock (PH) 0.1 $638k 713.00 895.24
Capital One FC Common Stock (COF) 0.1 $638k 3.5k 182.48
iShares TIPS Bond ETF Etf (TIP) 0.1 $631k 5.7k 110.36
Phillips 66 Common Stock (PSX) 0.1 $600k 3.3k 182.18
Amplify Cybersecurity ETF Etf (HACK) 0.1 $575k 7.7k 75.09
Vanguard Health Care ETF Etf (VHT) 0.1 $572k 2.1k 272.44
SPDR S&P Midcap 400 ETF Etf (MDY) 0.1 $572k 926.00 617.13
Sandisk Corp Common Stock (SNDK) 0.1 $571k 898.00 635.34
Sempra Common Stock (SRE) 0.1 $569k 5.9k 97.17
Sherwin Williams Common Stock (SHW) 0.1 $558k 1.7k 320.55
Merck &co Common Stock (MRK) 0.1 $555k 4.6k 120.30
Verizon Common Stock (VZ) 0.1 $547k 11k 50.20
First Dorsey Wright Focus 5 ETF IV Etf (FV) 0.1 $547k 9.0k 60.44
Intuit Common Stock (INTU) 0.1 $542k 1.3k 432.38
iShares MSCI EAFE ETF Etf (EFA) 0.1 $540k 5.6k 97.13
UnitedHealth Group Common Stock (UNH) 0.1 $524k 1.9k 270.66
iShares MSCI Emerging Markets ETF Etf (EEM) 0.1 $515k 9.1k 56.80
Vanguard Short-Term Bond ETF Etf (BSV) 0.1 $511k 6.5k 78.41
iShares US Real Estate ETF Etf (IYR) 0.1 $498k 5.3k 94.57
iShares Core High Etf (HDV) 0.1 $495k 3.6k 135.72
American Express Common Stock (AXP) 0.1 $494k 1.6k 302.48
MGM Resorts Intl Common Stock (MGM) 0.1 $493k 13k 37.01
iShares S&P 500 Value ETF Etf (IVE) 0.1 $488k 2.3k 211.15
Schwab International Equity ETF Etf (SCHF) 0.0 $471k 19k 24.75
Vanguard Muni BND Tax Common Stock (VTEB) 0.0 $466k 9.3k 49.89
Ibm Common Stock (IBM) 0.0 $460k 1.9k 242.39
iShares Biotechnology ETF Etf (IBB) 0.0 $458k 2.7k 168.90
iShares JP Morgan Usd Emerging Marke Etf (EMB) 0.0 $443k 4.7k 93.93
Blackstone Common Stock (BX) 0.0 $437k 3.8k 115.01
Nike Inc Class B Common Stock (NKE) 0.0 $432k 8.2k 52.82
FT Vest Fund Of Buffer ETF Etf (BUFR) 0.0 $429k 13k 33.77
iShares Short Term NTNL Mun BND ETF Etf (SUB) 0.0 $426k 4.0k 106.50
Schwab US Small Cap ETF Etf (SCHA) 0.0 $423k 15k 29.08
First Trust Managed Municipal ETF IV Etf (FMB) 0.0 $423k 8.3k 50.66
Gabelli Equity CF Fund (GAB) 0.0 $422k 75k 5.60
iShares US Aerospace Defense ETF Etf (ITA) 0.0 $417k 1.9k 218.75
Vaneck Gold Miners ETF Etf (GDX) 0.0 $414k 4.5k 91.77
TJX Companies Common Stock (TJX) 0.0 $413k 2.6k 159.70
Select STR Financial Select SPDR ETF Etf (XLF) 0.0 $399k 8.1k 49.38
iShares S&P Mid Cap 400 GRWTH ETF Etf (IJK) 0.0 $394k 3.9k 100.62
iShares Russell 1000 Growth ETF Etf (IWF) 0.0 $392k 919.00 426.58
Salesforce Common Stock (CRM) 0.0 $386k 2.1k 186.67
Nexstar Media Group Inc Com CL A Common Stock (NXST) 0.0 $384k 2.1k 180.83
Asml Holding N V F Common Stock (ASML) 0.0 $379k 287.00 1320.83
iShares Core US Aggregate Bond ETF Etf (AGG) 0.0 $377k 3.8k 99.27
iShares iBoxx $ Etf (LQD) 0.0 $370k 3.4k 108.99
iShares US Financials ETF Etf (IYF) 0.0 $362k 3.1k 117.66
Invesco S&P 500 Low Volatility ETF Etf (SPLV) 0.0 $361k 4.9k 73.15
Clorox Common Stock (CLX) 0.0 $360k 3.5k 103.66
Invesco Aerospace & Defense ETF Etf (PPA) 0.0 $353k 2.1k 165.71
Pepsico Common Stock (PEP) 0.0 $347k 2.2k 155.33
Shell PLC F Common Stock (SHEL) 0.0 $345k 3.7k 93.00
iShares Select Dividend ETF Etf (DVY) 0.0 $339k 2.2k 151.41
Stifel Finl Common Stock (SF) 0.0 $338k 4.6k 73.92
Ameren Corp Common Stock (AEE) 0.0 $337k 3.1k 109.92
iShares MSCI USA Esg Select ETF Etf (SUSA) 0.0 $337k 2.6k 132.10
Vanguard Real Estate ETF Etf (VNQ) 0.0 $328k 3.7k 88.72
Northrop Grumman Common Stock (NOC) 0.0 $325k 476.00 682.49
SPDR Nuveen BLMG HG YL MP BND ETF Etf (HYMB) 0.0 $324k 13k 24.80
Pacer US Cash Cows 100 ETF Etf (COWZ) 0.0 $323k 5.2k 62.57
Moodys Corp Common Stock (MCO) 0.0 $321k 736.00 436.25
iShares Gold ETF Etf (IAU) 0.0 $317k 3.6k 88.16
Progressive Co Ohio Common Stock (PGR) 0.0 $312k 1.6k 198.24
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL) 0.0 $312k 3.4k 91.67
Corning Common Stock (GLW) 0.0 $309k 2.3k 135.97
Travelers Common Stock (TRV) 0.0 $308k 1.1k 291.68
CSX Corp Common Stock (CSX) 0.0 $308k 7.5k 41.05
Alnylam Pharmaceutl Common Stock (ALNY) 0.0 $306k 924.00 330.87
Trane Technologies PLC F Common Stock (TT) 0.0 $303k 728.00 416.74
Invesco FTSE Rafi US 1000 ETF Etf (PRF) 0.0 $285k 6.0k 47.53
Novo-Nordisk As Vormal F Common Stock (NVO) 0.0 $279k 7.6k 36.75
SPDR Gold Minishares Etv Etf (GLDM) 0.0 $275k 3.0k 92.69
SPDR Ssga Multi Asset Real Retur ETF Etf (RLY) 0.0 $274k 7.6k 36.15
Robinhood Markets Inc Com CL A Common Stock (HOOD) 0.0 $272k 3.9k 69.30
Schwab US Dividend Equity ETF Etf (SCHD) 0.0 $271k 8.8k 30.68
Select Sector Health Care SPDR ETF Etf (XLV) 0.0 $269k 1.8k 146.61
Vaneck Semiconductor ETF Etf (SMH) 0.0 $266k 693.00 383.40
Carrier Global Corp Common Stock (CARR) 0.0 $264k 4.7k 56.32
Rivian Automotive Inc Class A Common Stock (RIVN) 0.0 $253k 17k 15.05
Brit Amer Tobacco F Un Common Stock (BTI) 0.0 $251k 4.3k 58.47
Amplify TRNSFRMTNL Data SHRNG ETF Etf (BLOK) 0.0 $250k 5.0k 49.81
Marsh & MC Lennan Common Stock (MRSH) 0.0 $249k 1.4k 173.45
Deere & Co Common Stock (DE) 0.0 $247k 439.00 563.50
iShares Semiconductor ETF IV Etf (SOXX) 0.0 $247k 752.00 328.66
Solstice Advanced Common Stock (SOLS) 0.0 $238k 3.1k 76.16
Amplify Ai Powered Equity ETF Etf (AIEQ) 0.0 $235k 5.4k 43.23
Consolidated Edison Common Stock (ED) 0.0 $232k 2.1k 113.18
At&t Common Stock (T) 0.0 $232k 8.0k 28.99
iShares S&P Mid Cap 400 Value ETF Etf (IJJ) 0.0 $231k 1.7k 132.50
iShares Morningstar US Equity ETF Etf (ILCB) 0.0 $228k 2.5k 89.86
Mondelez Intl Class A Common Stock (MDLZ) 0.0 $227k 3.9k 57.64
United Parcel SRVC Class B Common Stock (UPS) 0.0 $225k 2.3k 98.38
Synopsys Common Stock (SNPS) 0.0 $220k 556.00 396.48
Crowdstrike HLDGS Inc Class A Common Stock (CRWD) 0.0 $218k 559.00 390.41
iShares TR 20 YR TR Etf (TLT) 0.0 $218k 2.5k 86.71
VGRD Itc ETF DV Etf (VCIT) 0.0 $217k 2.6k 82.75
CIGNA Group Common Stock (CI) 0.0 $215k 807.00 266.75
Ford Motor Common Stock (F) 0.0 $211k 18k 11.54
Vale S.A. Spons Ads Repr 1 Common Stock (VALE) 0.0 $210k 13k 15.91
Invsc S P 500 Equal Weight ETF Etf (RSP) 0.0 $206k 1.1k 192.00
Western Digital Corp Common Stock (WDC) 0.0 $206k 762.00 270.49
Kennedy Wilson HLDGS Common Stock (KW) 0.0 $206k 19k 10.82
Idexx Labs Common Stock (IDXX) 0.0 $206k 366.00 561.89
Grayscale Bitcoin Mini Trust ETF Etf (BTC) 0.0 $205k 6.8k 29.99
C V B Finl Corp Common Stock (CVBF) 0.0 $194k 10k 19.39
Magnite Common Stock (MGNI) 0.0 $154k 13k 11.88
Nokia Oyj F Common Stock (NOK) 0.0 $124k 15k 8.04
Neonc Technologies HLDGS Common Stock (NTHI) 0.0 $105k 15k 7.01
Mobix Labs Inc Class A Common Stock (MOBX) 0.0 $10k 30k 0.33