The Analysis of HCR Wealth Advisors's Holdings
Currently, HCR Wealth Advisors holds 255 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in VXF (+178.1K shares, valued at $37.2M), IVV (+9.6K shares, valued at $6.6M), MU (+13.5K shares, valued at $3.8M); decreased their positions in IJR (-306.6K shares, valued at $36.9M), AME (-9.2K shares, valued at $1.9M), AAPL (-2.5K shares, valued at $692.7K); initiated new positions in VXF (+178.1K shares, valued at $37.2M), IJH (+31.2K shares, valued at $2.1M), N/A (+6.2K shares, valued at $718.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL Apple Inc534.3K shares-0.47%2025-12-312026-01-27
VUG Vanguard Growth Index Fund ETF217.2K shares0.13%2025-12-312026-01-27 VYM Vanguard High Dividend Yield Index Fund ETF642.1K shares0.65%2025-12-312026-01-27 NVDA Nvidia Corp305.4K shares1.75%2025-12-312026-01-27 VXF Vanguard Extended Market ETF S &P Compl178.1K sharesnew addition2025-12-312026-01-27 IVV iShares Core S&P 500 ETF51.0K shares23.28%2025-12-312026-01-27 Alphabet Inc Alphabet Inc97.0K shares-0.39%2025-12-312026-01-27 MSFT Microsoft47.9K shares2.22%2025-12-312026-01-27 FPE First Trust Preferred Securities and Income ETF998.2K shares0.05%2025-12-312026-01-27 IEMG iShares Core MSCI Emerging ETF258.7K shares3.71%2025-12-312026-01-27 AME Ametek Inc77.5K shares-10.59%2025-12-312026-01-27 IJR iShares Core S&P Small-Cap ETF129.0K shares-70.39%2025-12-312026-01-27 META Meta Platforms Inc20.4K shares4.36%2025-12-312026-01-27 PANW Palo Alto Networks70.0K shares0.00%2025-12-312026-01-27 AMZN Amazon.Com Inc53.8K shares2.29%2025-12-312026-01-27 V Visa Inc33.7K shares0.31%2025-12-312026-01-27 JPM JPMorgan Chase & Co31.1K shares1.36%2025-12-312026-01-27 Broadcom Inc Broadcom Inc28.3K shares4.23%2025-12-312026-01-27 BINC BlackRock Flexible Income ETF181.7K shares11.34%2025-12-312026-01-27 JAAA Janus Henderson Aaa Clo ETF IV161.5K shares4.04%2025-12-312026-01-27 GLD SPDR Gold TR Gold (SHS)18.8K shares2.95%2025-12-312026-01-27 COST Costco Wholesale8.6K shares3.09%2025-12-312026-01-27 TSLA Tesla Motors15.4K shares6.84%2025-12-312026-01-27 SPY SPDR S&P 500 ETF9.7K shares2.43%2025-12-312026-01-27 VWO Vanguard FTSE Emerging Markets ETF117.8K shares9.83%2025-12-312026-01-27 MS Morgan Stanley30.5K shares0.81%2025-12-312026-01-27 SCHG Schwab US Large Cap Growth ETF165.5K shares0.02%2025-12-312026-01-27 VRT Vertiv Holdings Co Class A32.0K shares-1.65%2025-12-312026-01-27 AZO Autozone Inc Com1.5K shares-0.20%2025-12-312026-01-27 AN Autonation Inc Com24.9K shares-1.87%2025-12-312026-01-27 ORCL Oracle Corp25.9K shares0.10%2025-12-312026-01-27 TMO Thermo Fisher8.4K shares5.24%2025-12-312026-01-27 XLU Utilities Select (sector SPDR Fund)99.0K shares94.12%2025-12-312026-01-27 MU Micron Technology14.6K shares1205.10%2025-12-312026-01-27 BA Boeing Co19.2K shares-0.26%2025-12-312026-01-27 SHY iShares Trust 1-3 (year Treasury Bond Etf)49.7K shares-8.50%2025-12-312026-01-27 LHX L3harris13.6K shares1.98%2025-12-312026-01-27 WMT Wal-Mart35.2K shares1.44%2025-12-312026-01-27 ICE Intercontinental Exchange Inc24.2K shares1.73%2025-12-312026-01-27 COP Conocophillips Com40.1K shares5.80%2025-12-312026-01-27 NRG NRG Energy Inc22.4K shares-0.55%2025-12-312026-01-27 PWR Quanta Services Inc8.1K shares-0.48%2025-12-312026-01-27 AWK American Water Works25.9K shares-0.20%2025-12-312026-01-27 URI United Rentals Inc4.1K shares321.96%2025-12-312026-01-27 BKLN Invesco Senior Loan ETF155.7K shares-3.47%2025-12-312026-01-27 ABBV Abbvie Inc Com14.1K shares0.03%2025-12-312026-01-27 IEFA iShares Core MSCI EAFE ETF35.7K shares98.21%2025-12-312026-01-27 NEE Nextera Energy Inc39.5K shares0.00%2025-12-312026-01-27 NFLX Netflix Inc33.7K shares919.58%2025-12-312026-01-27 CME CME Group Inc11.6K shares3.73%2025-12-312026-01-27 CVX Chevron Corp.20.3K shares0.91%2025-12-312026-01-27 NOW ServiceNow Inc19.7K shares421.41%2025-12-312026-01-27 SYK Stryker Corp8.5K shares-2.10%2025-12-312026-01-27 BAC Bank Of America Corp54.0K shares1.87%2025-12-312026-01-27 CAT Caterpillar5.0K shares1.35%2025-12-312026-01-27 HD Home Depot8.4K shares-0.50%2025-12-312026-01-27 DELL Dell Technologies Inc Class C22.2K shares12.62%2025-12-312026-01-27 TDG Transdigm Group2.0K shares0.69%2025-12-312026-01-27 XOM ExxonMobil22.0K shares2.69%2025-12-312026-01-27 SBUX Starbucks Corp Com30.4K shares0.97%2025-12-312026-01-27 JNJ Johnson & Johnson11.8K shares1.84%2025-12-312026-01-27 DIS Walt Disney21.3K shares6.77%2025-12-312026-01-27 VTI Vanguard Total Stock Market Index Fund ETF7.2K shares-6.29%2025-12-312026-01-27 HON Honeywell11.7K shares-1.81%2025-12-312026-01-27 GS Goldman Sachs Group2.6K shares30.95%2025-12-312026-01-27 VEA Vanguard FTSE Developed Markets ETF36.1K shares15.89%2025-12-312026-01-27 MA Mastercard3.7K shares-1.52%2025-12-312026-01-27 ALL Allstate Corp10.1K shares1.54%2025-12-312026-01-27 SHYG iShares High Yield Corporat Bond ETF48.4K shares-0.98%2025-12-312026-01-27 MINT PIMCO Enhanced SHRT Maturty Actv ETF20.6K shares-10.35%2025-12-312026-01-27 IJH iShares Core S&P Mid Cap31.2K sharesnew addition2025-12-312026-01-27 CSM ProShares Large Cap Core Plus ETF25.7K shares0.00%2025-12-312026-01-27 JCI Johnson Controls Inter F16.3K shares0.32%2025-12-312026-01-27 IBIT iShares Bitcoin ETF38.9K shares8.61%2025-12-312026-01-27 IYW iShares US Technology ETF9.2K shares-0.16%2025-12-312026-01-27 FCX Freeport-Mcmoran Inc35.4K shares-0.00%2025-12-312026-01-27 RTX RTX Corp9.0K shares17.61%2025-12-312026-01-27 UCON First Trust TCW Unconstrained Plus Bond ETF65.8K shares21.43%2025-12-312026-01-27 VB Vanguard Small Cap ETF IV6.3K shares517.37%2025-12-312026-01-27 FIXD First Trust TCW Opportunistic Fixed Income ETF36.3K shares0.80%2025-12-312026-01-27 MCD McDonalds5.2K shares-0.72%2025-12-312026-01-27 AMGN Amgen Inc.4.8K shares-0.15%2025-12-312026-01-27 OWL Blue Owl Cap Inc Class A104.7K shares-8.61%2025-12-312026-01-27 FDX Fedex Corp Com5.4K shares-1.41%2025-12-312026-01-27 ZTS Zoetis Inc12.3K shares-9.16%2025-12-312026-01-27 LLY Lilly Eli & Co1.3K shares6.78%2025-12-312026-01-27 VGT Vanguard Information Technology Index Fund ETF1.9K shares0.59%2025-12-312026-01-27 RKT Rocket Cos Inc Com72.5K shares5.39%2025-12-312026-01-27 IEI iShares 3-7 Year Treasury Bond ETF11.7K shares-5.52%2025-12-312026-01-27 XLK Technology Select Sector SPDR ETF9.6K shares99.85%2025-12-312026-01-27 SCHW Charles Schwab Corp13.8K shares1.64%2025-12-312026-01-27 PG Procter & Gamble9.2K shares-3.56%2025-12-312026-01-27 IEF iShares 7-10 Year Treasury Bond ETF13.6K shares-0.78%2025-12-312026-01-27 BND Vanguard Total Bond Market ETF17.5K shares30.21%2025-12-312026-01-27 IWM iShares Russell 2000 ETF5.1K shares7.22%2025-12-312026-01-27 CMF iShares California Muni Bond ETF21.4K shares-6.73%2025-12-312026-01-27 GBTC Grayscale Bitcoin TR BTC17.3K shares-0.19%2025-12-312026-01-27 MO Altria Group Inc20.3K shares0.11%2025-12-312026-01-27 GEV GE Vernova Inc1.7K shares75.20%2025-12-312026-01-27 WFC Wells Fargo & Co11.7K shares3.29%2025-12-312026-01-27 AFL Aflac Inc9.6K shares1.50%2025-12-312026-01-27 PFF iShares Preferred Income Sec ETF IV34.0K shares-11.84%2025-12-312026-01-27 PM Philip Morris Intl6.5K shares3.34%2025-12-312026-01-27 ADBE Adobe Inc2.9K shares-11.01%2025-12-312026-01-27 ITOT iShares Core S&P Total US Stock Mark6.7K shares-0.46%2025-12-312026-01-27 BOND PIMCO Active Bond ETF10.5K shares-1.80%2025-12-312026-01-27 AWR American States Water Co13.2K shares-4.09%2025-12-312026-01-27 TFLO iShares Treasury Floating Rate B ETF18.1K shares-6.02%2025-12-312026-01-27 ISRG Intuitive Surgical1.6K shares-0.45%2025-12-312026-01-27 IVW iShares S&P 500 Growth ETF7.0K shares0.03%2025-12-312026-01-27 CHD Church &dwight Co10.3K shares-7.54%2025-12-312026-01-27 STZ Constellation Brands6.1K shares-22.64%2025-12-312026-01-27 COF Capital One FC3.5K shares2.49%2025-12-312026-01-27 XLE Energy Select Sector SPDR ETF18.5K shares90.93%2025-12-312026-01-27 INTU Intuit Inc1.2K shares3.32%2025-12-312026-01-27 QUAL iShares MSCI USA QLTY Fact ETF4.0K shares2.55%2025-12-312026-01-27 SCHX Schwab US Large Cap ETF28.6K shares4.99%2025-12-312026-01-27 DIA SPDR Dow Jones Industrial Avrg ETF1.6K shares0.00%2025-12-312026-01-27 LMT Lockheed Martin Corp1.5K shares0.00%2025-12-312026-01-27 Citigroup Inc Citigroup Inc6.2K sharesnew addition2025-12-312026-01-27 AMD Advanced Micro Device In3.3K shares4.31%2025-12-312026-01-27 KO Coca-Cola10.0K shares5.02%2025-12-312026-01-27 PLTR Palantir Technologies In Class A3.9K shares-5.48%2025-12-312026-01-27 BSV Vanguard Short-Term Bond ETF8.5K shares0.21%2025-12-312026-01-27 VHT Vanguard Health Care ETF2.3K shares0.04%2025-12-312026-01-27 UNH UnitedHealth Group2.0K shares-5.17%2025-12-312026-01-27 PH Parker-Hannifin Corp709 shares4.88%2025-12-312026-01-27 AXP American Express Co1.6K shares4.21%2025-12-312026-01-27 HACK Amplify Cybersecurity ETF7.4K shares-1.87%2025-12-312026-01-27 NKE Nike Inc Class B Com9.2K shares1.22%2025-12-312026-01-27 SHW Sherwin Williams Co1.7K shares1.46%2025-12-312026-01-27 MDY SPDR S&P Midcap 400 ETF926 shares0.00%2025-12-312026-01-27 IBM IBM1.9K shares7.19%2025-12-312026-01-27 FV First Dorsey Wright Focus 5 ETF IV8.8K shares0.00%2025-12-312026-01-27 CRM Salesforce2.1K shares33.76%2025-12-312026-01-27 EFA iShares MSCI EAFE ETF5.6K shares-0.13%2025-12-312026-01-27 NVO Novo-Nordisk As Vormal F Sponsored ADR10.3K shares-43.04%2025-12-312026-01-27 SRE Sempra5.8K shares-4.88%2025-12-312026-01-27 NXST Nexstar Media Group Inc Com CL A2.5K shares0.00%2025-12-312026-01-27 Linde PLC F Linde PLC F1.2K shares5.39%2025-12-312026-01-27 IYR iShares US Real Estate ETF5.3K shares0.00%2025-12-312026-01-27 HDV iShares Core High (dividend Etf)4.1K shares-0.64%2025-12-312026-01-27 IYF iShares US Financials ETF3.8K shares5.49%2025-12-312026-01-27 TSM Taiwan Semiconductr F Sponsored ADR1.6K shares0.00%2025-12-312026-01-27 VTEB Vanguard Muni BND Tax9.3K shares0.00%2025-12-312026-01-27 XLF Select STR Financial Select SPDR ETF8.6K shares0.12%2025-12-312026-01-27 GAB Gabelli Equity CF75.4K shares0.00%2025-12-312026-01-27 EEM iShares MSCI Emerging Markets ETF8.4K shares0.00%2025-12-312026-01-27 VZ Verizon11.3K shares-0.48%2025-12-312026-01-27 IBB iShares Biotechnology ETF2.7K shares0.11%2025-12-312026-01-27 SCHF Schwab International Equity ETF19.0K shares27.23%2025-12-312026-01-27 CDZI Cadiz Inc81.4K shares8.76%2025-12-312026-01-27 PSX Phillips 663.5K shares1.18%2025-12-312026-01-27 EMB iShares JP Morgan Usd Emerging Marke4.7K shares-0.21%2025-12-312026-01-27 IVE iShares S&P 500 Value ETF2.1K shares-0.61%2025-12-312026-01-27 IWF iShares Russell 1000 Growth ETF919 shares0.11%2025-12-312026-01-27 SUB iShares Short Term NTNL Mun BND ETF4.0K shares0.00%2025-12-312026-01-27 FMB First Trust Managed Municipal ETF IV8.3K shares0.00%2025-12-312026-01-27 HYMB SPDR Nuveen BLMG HG YL MP BND ETF17.1K shares69.65%2025-12-312026-01-27 ITA iShares US Aerospace Defense ETF2.0K shares-4.69%2025-12-312026-01-27 LQD iShares iBoxx $ (investment Grade Corporate Bond Etf)3.8K shares-5.62%2025-12-312026-01-27 GDX Vaneck Gold Miners ETF4.8K shares-8.62%2025-12-312026-01-27 SCHA Schwab US Small Cap ETF14.6K shares17.45%2025-12-312026-01-27 MGM MGM Resorts Intl11.3K shares0.00%2025-12-312026-01-27 BUFR FT Vest Fund Of Buffer ETF11.7K shares57.32%2025-12-312026-01-27 TJX TJX Companies Inc2.5K shares-3.45%2025-12-312026-01-27 CLX Clorox Co Com3.9K shares-8.87%2025-12-312026-01-27 SF Stifel Finl Co3.0K shares-0.07%2025-12-312026-01-27 IJK iShares S&P Mid Cap 400 GRWTH ETF3.9K shares0.00%2025-12-312026-01-27 AGG iShares Core US Aggregate Bond ETF3.8K sharesnew addition2025-12-312026-01-27 MCO Moodys Corp729 shares3.85%2025-12-312026-01-27 ALNY Alnylam Pharmaceutl924 shares0.00%2025-12-312026-01-27 VNQ Vanguard Real Estate ETF4.1K sharesnew addition2025-12-312026-01-27 PGR Progressive Co Ohio1.6K shares5.43%2025-12-312026-01-27 SUSA iShares MSCI USA Esg Select ETF2.5K shares0.00%2025-12-312026-01-27 PPA Invesco Aerospace & Defense ETF2.1K shares0.24%2025-12-312026-01-27 RLY SPDR Ssga Multi Asset Real Retur ETF10.6K sharesnew addition2025-12-312026-01-27 TIP iShares TIPS Bond ETF3.0K shares-4.89%2025-12-312026-01-27 BIL SPDR Bloomberg 1 3 MNTH T BLL ETF3.6K shares-15.70%2025-12-312026-01-27 PEP Pepsico Inc2.2K shares0.91%2025-12-312026-01-27 COWZ Pacer US Cash Cows 100 ETF5.3K shares1.94%2025-12-312026-01-27 DVY iShares Select Dividend ETF2.2K shares-22.17%2025-12-312026-01-27 AEE Ameren Corp3.1K shares0.00%2025-12-312026-01-27 TRV Travelers1.0K shares2.35%2025-12-312026-01-27 RIVN Rivian Automotive Inc Class A15.2K shares1.43%2025-12-312026-01-27 ASML Asml Holding N V F Sponsored ADR277 shares-19.71%2025-12-312026-01-27 BLOK Amplify TRNSFRMTNL Data SHRNG ETF5.0K shares0.00%2025-12-312026-01-27 XLV Select Sector Health Care SPDR ETF1.8K shares6.50%2025-12-312026-01-27 TT Trane Technologies PLC F721 shares3.74%2025-12-312026-01-27 AIEQ Amplify Ai Powered Equity ETF6.1K shares0.00%2025-12-312026-01-27 NOC Northrop Grumman Co473 shares0.00%2025-12-312026-01-27 CSX CSX Corp7.4K shares0.00%2025-12-312026-01-27 SHEL Shell PLC F Sponsored ADR3.7K shares0.00%2025-12-312026-01-27 MMC Marsh & MC Lennan Co1.4K shares6.30%2025-12-312026-01-27 SNPS Synopsys Inc555 shares2.21%2025-12-312026-01-27 FLS Flowserve Corp3.8K sharesnew addition2025-12-312026-01-27 QCOM Qualcomm Inc1.5K shares14.18%2025-12-312026-01-27 USRT iShares Core US REIT ETF4.5K sharesnew addition2025-12-312026-01-27 SNDK Sandisk Corp1.1K sharesnew addition2025-12-312026-01-27 GLDM SPDR Gold Minishares Etv3.0K shares0.00%2025-12-312026-01-27 BTI Brit Amer Tobacco F Unsponsored ADR4.4K shares0.00%2025-12-312026-01-27 CARR Carrier Global Corp4.7K shares0.04%2025-12-312026-01-27 IDXX Idexx Labs Inc362 shares0.00%2025-12-312026-01-27 UPS United Parcel SRVC Class B2.5K shares0.00%2025-12-312026-01-27 SHOP Shopify Inc F Class A1.5K shares-6.23%2025-12-312026-01-27 SCHD Schwab US Dividend Equity ETF8.8K shares0.69%2025-12-312026-01-27 SMH Vaneck Semiconductor ETF668 sharesnew addition2025-12-312026-01-27 Coherent Corp Coherent Corp1.3K sharesnew addition2025-12-312026-01-27 ILCB iShares Morningstar US Equity ETF2.5K shares0.00%2025-12-312026-01-27 F Ford Motor Co18.1K shares1.12%2025-12-312026-01-27 TLT iShares TR 20 YR TR (BD Etf)2.7K shares-41.16%2025-12-312026-01-27 MKC McCormick &company3.4K shares0.00%2025-12-312026-01-27 SYF Synchrony Finl2.8K sharesnew addition2025-12-312026-01-27 IJJ iShares S&P Mid Cap 400 Value ETF1.7K shares0.00%2025-12-312026-01-27 REGN Regeneron Pharms Inc286 sharesnew addition2025-12-312026-01-27 VCIT VGRD Itc ETF DV2.6K shares2.23%2025-12-312026-01-27 SOXX iShares Semiconductor ETF IV723 shares0.00%2025-12-312026-01-27 PSTG Pure Storage Inc3.2K shares0.00%2025-12-312026-01-27 CVS CVS Health Corp2.7K sharesnew addition2025-12-312026-01-27 MGNI Magnite Inc13.0K shares0.00%2025-12-312026-01-27 MDLZ Mondelez Intl Class A3.9K shares0.05%2025-12-312026-01-27 XLY SPDR Fund Consumer Discre Select ETF1.7K shares101.86%2025-12-312026-01-27 EW Edwards Lifesciences2.4K sharesnew addition2025-12-312026-01-27 CL Colgate-Palmolive Co2.6K shares-7.13%2025-12-312026-01-27 CRWD Crowdstrike HLDGS Inc Class A438 shares6.83%2025-12-312026-01-27 GDXJ Vaneck Junior Gold Miners ETF1.8K sharesnew addition2025-12-312026-01-27 ED Consolidated Edison2.0K shares-6.86%2025-12-312026-01-27 DE Deere & Co434 sharesnew addition2025-12-312026-01-27 SCHP Schwab U.S. TIPS ETF7.6K shares-1.11%2025-12-312026-01-27 MDB Mongodb Inc Class A477 sharesnew addition2025-12-312026-01-27 CVBF C V B Finl Corp10.0K shares0.00%2025-12-312026-01-27 KW Kennedy Wilson HLDGS19.0K shares0.00%2025-12-312026-01-27 NTHI Neonc Technologies HLDGS15.0K shares0.00%2025-12-312026-01-27 NOK Nokia Oyj F Sponsored ADR15.4K shares0.00%2025-12-312026-01-27 BDTX Black Diamond Therapeuti27.0K sharesnew addition2025-12-312026-01-27 EDIT Editas Medicine Incorpor17.0K shares0.00%2025-12-312026-01-27 MOBX Mobix Labs Inc Class A30.0K shares0.00%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available