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CIK: 0001697715
Total reported value
$1.1B
$1.1B
229 檔
30.8%
At the close of Q3 2024, HCR Wealth Advisors disclosed equity holdings valued at approximately $1.1B, spread across 229 reported holdings.
In Q3 2024, HCR Wealth Advisors displayed an active expansion posture, initiating 3 new positions and adding to 33 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VUG, VYM) accounted for 30.8% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 16.18% | -0.13% | +0.53% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 9.70% | +0.41% | +0.92% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.38% | -0.64% | +1.24% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.63% | -0.06% | +0.99% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.21% | -0.01% | +9.34% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.23% | +0.07% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.64% | -0.04% | +1.25% | |
| 8 | AME | Ametek Inc | Stock-Industrials | 2.53% | -0.09% | — | |
| 9 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.09% | -0.19% | +0.81% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.08% | +0.22% | -0.83% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.52% | +1.00% | +0.10% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.48% | +0.07% | +908.33% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.34% | -0.16% | -1.25% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.03% | +3.24% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.16% | — | +1.95% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.16% | -0.69% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.03% | +1.99% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.71% | -0.04% | -1.35% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.07% | +6.32% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | -0.03% | +22.16% | |
| 21 | AZO | Autozone Inc | Stock-Consumer Disc | 0.66% | -0.11% | +1.26% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.07% | +0.09% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.65% | -0.08% | -0.97% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.61% | -0.02% | EXIT | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.60% | -0.05% | +9.52% | |
| 26 | AN | Autonation Inc | Stock-Consumer Disc | 0.58% | -0.10% | -0.91% | |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.57% | -0.05% | — | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.56% | — | -0.18% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.01% | +0.23% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.53% | -0.09% | +2.57% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.22% | +5.79% | |
| 32 | AWK | American Water Works Co Inc | Stock-Utilities | 0.52% | -0.06% | +0.51% | |
| 33 | COP | Conocophillips | Stock-Energy | 0.49% | -0.16% | +0.79% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | — | -6.90% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.10% | -2.28% | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 0.48% | -0.12% | +2.35% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.01% | +6.31% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.45% | -0.08% | +0.26% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.14% | -1.02% | |
| 40 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.41% | -0.04% | -2.87% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.40% | — | -3.91% | |
| 42 | ZTS | Zoetis Inc | Stock-Healthcare | 0.40% | -0.07% | +15.21% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.39% | -0.03% | +0.15% | |
| 44 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.39% | -0.11% | +3.22% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.09% | +1.15% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | — | — | |
| 47 | NOW | Servicenow Inc | Stock-Tech | 0.36% | — | +6.28% | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.35% | +0.06% | +2.83% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.35% | -0.07% | +1.81% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.12% | +2.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +1.3% | +908.33% | Add |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | +0.6% | NEW | New buy |
| 3 | AAPL | Apple Inc | +0.3% | +0.53% | Add |
| 4 | CSM | Proshares Large Cap Core Plu | +0.2% | +414.28% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +22.16% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +100.19% | Add |
| 7 | AVGO | Broadcom Inc | +0.1% | +1538.05% | Add |
| 8 | NXST | Nexstar Media Group Inc | +0.1% | NEW | New buy |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.99% | Add |
| 10 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +144.79% | Add |
| 11 | ZTS | Zoetis Inc | +0.1% | +15.21% | Add |
| 12 | PWR | Quanta Services Inc | +0.1% | +35.05% | Add |
| 13 | SRE | Sempra | +0.1% | NEW | New buy |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.1% | +9.52% | Add |
| 15 | HD | Home Depot Inc | +0.1% | +6.31% | Add |
| 16 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +32.47% | Add |
| 17 | ORCL | Oracle CORP | +0.1% | +0.23% | Add |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +2.57% | Add |
| 19 | TSLA | Tesla Inc | +0.1% | -6.90% | Trim |
| 20 | RKT | Rocket Cos Inc-class A | +0.1% | -0.20% | Trim |
| 21 | LMT | Lockheed Martin CORP | +0.1% | +52.03% | Add |
| 22 | GLD | Spdr Gold Shares | 0% | +5.79% | Add |
| 23 | ICE | Intercontinental Exchange In | 0% | +2.35% | Add |
| 24 | NEE | Nextera Energy Inc | 0% | +0.26% | Add |
| 25 | SBUX | Starbucks CORP | 0% | -3.91% | Trim |
| 26 | WMT | Walmart Inc | 0% | +1.15% | Add |
| 27 | META | Meta Platforms Inc-class A | 0% | -1.25% | Trim |
| 28 | NOW | Servicenow Inc | 0% | +6.28% | Add |
| 29 | VYM | Vanguard High Dvd Yield ETF | 0% | +1.24% | Add |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.09% | Add |
| 31 | AWK | American Water Works Co Inc | 0% | +0.51% | Add |
| 32 | AN | Autonation Inc | 0% | -0.91% | Trim |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.32% | Add |
| 34 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.35% | Trim |
| 35 | JPM | Jpmorgan Chase & Co | 0% | +1.99% | Add |
| 36 | V | Visa Inc-class A Shares | 0% | +1.95% | Add |
| 37 | IVV | Ishares Core S&p 500 ETF | -0.1% | +1.25% | Add |
| 38 | NVDA | Nvidia CORP | -0.1% | +9.34% | Add |
| 39 | MGM | Mgm Resorts International | -0.1% | -45.82% | Trim |
| 40 | FPE | Ft-preferred Secur & Inc ETF | -0.1% | +0.81% | Add |
| 41 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -36.54% | Trim |
| 42 | GOOG | Alphabet Inc-cl C | -0.1% | -2.28% | Trim |
| 43 | BA | Boeing Co/the | -0.1% | +0.15% | Add |
| 44 | JBL | Jabil Inc | -0.1% | EXIT | Sold out |
| 45 | DE | Deere & Co | -0.1% | -79.45% | Trim |
| 46 | AME | Ametek Inc | -0.2% | — | Unchanged |
| 47 | MSFT | Microsoft CORP | -0.4% | +0.07% | Add |
| 48 | GOOGL | Alphabet Inc-cl A | -0.4% | -0.83% | Trim |
| 49 | VUG | Vanguard Growth ETF | -0.5% | +0.92% | Add |
| 50 | SCHP | Schwab U.s. Tips ETF | -0.9% | -96.43% | Trim |
According to official SEC Form 13F filings, HCR Wealth Advisors reported a total U.S. public equity portfolio value of $1.1B across 229 disclosed positions in Q3 2024.
During Q3 2024, HCR Wealth Advisors's top holdings by market value included AAPL (16.2%)、VUG (9.7%)、VYM (9.4%). The largest single position, AAPL, represented 16.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BINC
市值: $4.4M
Top Position Liquidated / Trimmed
JBL
前期市值: $915.4K
In Q3 2024, HCR Wealth Advisors made 49 total portfolio adjustments, initiating 3 new buys, adding to 33 positions, trimming 12 holdings, and fully liquidating 1 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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