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CIK: 0001697715
Total reported value
$1.1B
$1.1B
228 檔
33.1%
As reported in its official Q4 2024 Form 13F filing, HCR Wealth Advisors's tracked investment portfolio stood at $1.1B with 228 total positions.
HCR Wealth Advisors executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 1 holdings and trimming 22 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VUG, VYM) accounted for 33.1% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 228 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 16.62% | -0.13% | -0.15% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 10.33% | +0.41% | +4.10% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.34% | -0.64% | +4.60% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.54% | -0.06% | +4.45% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.52% | -0.01% | +1.56% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.76% | -0.04% | +7.21% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.23% | -1.14% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.28% | +0.22% | +0.09% | |
| 9 | AME | Ametek Inc | Stock-Industrials | 2.14% | -0.09% | -15.75% | |
| 10 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.89% | -0.19% | -3.52% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.55% | +1.00% | +99.92% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.03% | -2.39% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.35% | +0.07% | +5.28% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.34% | -0.16% | +1.66% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.28% | — | +0.40% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.16% | -0.82% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | -0.03% | +0.14% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | — | -0.65% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.07% | -2.72% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | -0.03% | -0.59% | |
| 21 | AZO | Autozone Inc | Stock-Consumer Disc | 0.66% | -0.11% | +2.68% | |
| 22 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.64% | -0.05% | +20.46% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.07% | -0.38% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | -0.04% | -4.02% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.60% | -0.08% | -2.71% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.58% | — | +301.76% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.10% | +2.02% | |
| 28 | AN | Autonation Inc | Stock-Consumer Disc | 0.53% | -0.10% | +0.75% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.01% | +1.33% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.22% | +2.78% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.02% | +188.74% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.49% | -0.05% | +0.73% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.48% | -0.09% | +0.69% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.45% | +0.06% | +11.54% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.45% | -0.02% | EXIT | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.01% | +1.03% | |
| 37 | COP | Conocophillips | Stock-Energy | 0.44% | -0.16% | -0.32% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.44% | -0.12% | +3.06% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.43% | -0.03% | -1.14% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.42% | — | +2.20% | |
| 41 | AWK | American Water Works Co Inc | Stock-Utilities | 0.42% | -0.06% | -0.31% | |
| 42 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.40% | -0.04% | +1.55% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.09% | -0.46% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.14% | -6.35% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.36% | -0.08% | -0.80% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.36% | — | -0.48% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | +0.03% | +0.43% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.15% | -0.19% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.34% | -0.07% | +2.89% | |
| 50 | CDZI | Cadiz Inc | Stock-Other | 0.34% | -0.04% | +15.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.6% | +4.10% | Add |
| 2 | AAPL | Apple Inc | +0.4% | -0.15% | Trim |
| 3 | VOO | Vanguard S&p 500 ETF | +0.3% | +188.74% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | +1.56% | Add |
| 5 | TDG | Transdigm Group Inc | +0.3% | NEW | New buy |
| 6 | TSLA | Tesla Inc | +0.2% | -0.65% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.09% | Add |
| 8 | CDZI | Cadiz Inc | +0.2% | +15.81% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | -2.39% | Trim |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.1% | +7.21% | Add |
| 11 | V | Visa Inc-class A Shares | +0.1% | +0.40% | Add |
| 12 | MS | Morgan Stanley | +0.1% | +11.54% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | +0.43% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +0.14% | Add |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +20.46% | Add |
| 16 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +5.06% | Add |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +36.47% | Add |
| 18 | NOW | Servicenow Inc | +0.1% | +2.20% | Add |
| 19 | NFLX | Netflix Inc | +0.1% | -0.19% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +2.02% | Add |
| 21 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | — | Unchanged |
| 22 | BA | Boeing Co/the | 0% | -1.14% | Trim |
| 23 | DIS | Walt Disney Co/the | 0% | +7.46% | Add |
| 24 | PANW | Palo Alto Networks Inc | 0% | +99.92% | Add |
| 25 | WMT | Walmart Inc | 0% | -0.46% | Trim |
| 26 | SCHG | Schwab US Large-cap Growth | 0% | +301.76% | Add |
| 27 | META | Meta Platforms Inc-class A | — | +1.66% | Add |
| 28 | VYM | Vanguard High Dvd Yield ETF | 0% | +4.60% | Add |
| 29 | LMT | Lockheed Martin CORP | 0% | -25.39% | Trim |
| 30 | REGN | Regeneron Pharmaceuticals | 0% | EXIT | Sold out |
| 31 | FCX | Freeport-mcmoran Inc | -0.1% | +1.73% | Add |
| 32 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 33 | MRK | Merck & Co. Inc. | -0.1% | -6.61% | Trim |
| 34 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -1.96% | Trim |
| 35 | IEF | Ishares 7-10 Year Treasury B | -0.1% | -13.94% | Trim |
| 36 | LHX | L3harris Technologies Inc | -0.1% | -0.48% | Trim |
| 37 | STZ | Constellation Brands Inc-a | -0.1% | -8.08% | Trim |
| 38 | IJR | Ishares Core S&p Small-cap E | -0.1% | +4.45% | Add |
| 39 | RKT | Rocket Cos Inc-class A | -0.1% | -2.43% | Trim |
| 40 | NEE | Nextera Energy Inc | -0.1% | -0.80% | Trim |
| 41 | AWK | American Water Works Co Inc | -0.1% | -0.31% | Trim |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.1% | +0.73% | Add |
| 43 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -4.02% | Trim |
| 44 | ZTS | Zoetis Inc | -0.1% | -9.92% | Trim |
| 45 | IEMG | Ishares Core Msci Emerging | -0.1% | +5.28% | Add |
| 46 | IBB | Ishares Biotechnology ETF | -0.2% | -71.41% | Trim |
| 47 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -13.15% | Trim |
| 48 | FPE | Ft-preferred Secur & Inc ETF | -0.2% | -3.52% | Trim |
| 49 | MSFT | Microsoft CORP | -0.2% | -1.14% | Trim |
| 50 | AME | Ametek Inc | -0.4% | -15.75% | Trim |
According to official SEC Form 13F filings, HCR Wealth Advisors reported a total U.S. public equity portfolio value of $1.1B across 228 disclosed positions in Q4 2024.
During Q4 2024, HCR Wealth Advisors's top holdings by market value included AAPL (16.6%)、VUG (10.3%)、VYM (9.3%). The largest single position, AAPL, represented 16.6% 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
TDG
市值: $2.4M
Top Position Liquidated / Trimmed
REGN
前期市值: $291.2K
In Q4 2024, HCR Wealth Advisors made 48 total portfolio adjustments, initiating 1 new buys, adding to 24 positions, trimming 22 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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