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CIK: 0001697715
Total reported value
$1.1B
$1.1B
220 檔
28.4%
As reported in its official Q2 2024 Form 13F filing, HCR Wealth Advisors's tracked investment portfolio stood at $1.1B with 220 total positions.
During Q2 2024, HCR Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VUG, VYM) accounted for 28.4% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 15.88% | -0.13% | -2.16% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 10.22% | +0.41% | +0.77% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.36% | -0.64% | +0.75% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.55% | -0.06% | -0.88% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.28% | -0.01% | +891.69% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.23% | +1.72% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | -0.04% | +2.80% | |
| 8 | AME | Ametek Inc | Stock-Industrials | 2.68% | -0.09% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.52% | +0.22% | +1.39% | |
| 10 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.17% | -0.19% | -0.74% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.65% | +1.00% | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | +0.03% | +1.78% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.16% | +0.62% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.19% | — | -0.22% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.16% | -0.55% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.88% | — | +1.88% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.03% | -0.08% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.72% | -0.04% | -1.16% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.07% | +5.46% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.71% | -0.08% | -0.95% | |
| 21 | AZO | Autozone Inc | Stock-Consumer Disc | 0.67% | -0.11% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.07% | -0.42% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.61% | -0.02% | EXIT | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.10% | +0.61% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.59% | — | +0.52% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.03% | +19.25% | |
| 27 | COP | Conocophillips | Stock-Energy | 0.58% | -0.16% | +2.19% | |
| 28 | AN | Autonation Inc | Stock-Consumer Disc | 0.57% | -0.10% | +0.93% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.54% | -0.05% | +0.61% | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 0.51% | -0.03% | -3.04% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.01% | -3.42% | |
| 32 | AWK | American Water Works Co Inc | Stock-Utilities | 0.50% | -0.06% | -0.85% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.14% | +0.77% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | -0.22% | -0.40% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.48% | -0.09% | +1.00% | |
| 36 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.46% | -0.04% | +0.00% | |
| 37 | ICE | Intercontinental Exchange In | Stock-Financials | 0.44% | -0.12% | -0.68% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | — | +3.91% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.01% | +2.10% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.41% | -0.08% | +4.51% | |
| 41 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.39% | -0.11% | +0.25% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | +0.01% | +0.31% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.36% | — | -1.62% | |
| 44 | SYK | Stryker CORP | Stock-Healthcare | 0.35% | -0.07% | +300.00% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.35% | +0.06% | -1.08% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | — | -0.61% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.35% | -0.28% | EXIT | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.12% | -0.72% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.09% | -1.25% | |
| 50 | ZTS | Zoetis Inc | Stock-Healthcare | 0.33% | -0.07% | -2.14% |
According to official SEC Form 13F filings, HCR Wealth Advisors reported a total U.S. public equity portfolio value of $1.1B across 220 disclosed positions in Q2 2024.
During Q2 2024, HCR Wealth Advisors's top holdings by market value included AAPL (15.9%)、VUG (10.2%)、VYM (9.4%). The largest single position, AAPL, represented 15.9% of total portfolio value.
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In Q2 2024, HCR Wealth Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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