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CIK: 0001697715
Total reported value
$1.1B
$1.1B
230 檔
31.0%
According to the latest 13F quarterly dataset, HCR Wealth Advisors managed an equity portfolio of $1.1B at the end of Q1 2025, spanning 230 distinct U.S. exchange-listed positions.
In Q1 2025, HCR Wealth Advisors displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 230 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 15.26% | -0.13% | -0.40% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 10.15% | -0.64% | +3.40% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 10.02% | +0.41% | +3.35% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.57% | -0.06% | +6.61% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.10% | -0.01% | +8.10% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.80% | -0.04% | +2.11% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.29% | -0.23% | +0.75% | |
| 8 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.12% | -0.19% | +8.95% | |
| 9 | AME | Ametek Inc | Stock-Industrials | 2.12% | -0.09% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.91% | +0.22% | -1.35% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.56% | +0.07% | +7.69% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.51% | +1.00% | — | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.47% | — | -0.96% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.38% | -0.16% | +0.80% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.03% | +2.46% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.97% | -0.16% | -1.10% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.03% | -0.35% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.07% | -0.06% | |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.74% | -0.05% | +10.03% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.74% | -0.02% | +156.06% | |
| 21 | AZO | Autozone Inc | Stock-Consumer Disc | 0.73% | -0.11% | -11.28% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | -0.03% | +6.65% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | -0.22% | +5.50% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.07% | +0.06% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.64% | -0.04% | -0.27% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.58% | -0.08% | -7.75% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.54% | — | +0.60% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.52% | -0.09% | +0.90% | |
| 29 | ICE | Intercontinental Exchange In | Stock-Financials | 0.52% | -0.12% | -1.06% | |
| 30 | AN | Autonation Inc | Stock-Consumer Disc | 0.52% | -0.10% | -0.90% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.02% | +5.65% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | — | +5.60% | |
| 33 | AWK | American Water Works Co Inc | Stock-Utilities | 0.49% | -0.06% | -5.96% | |
| 34 | COP | Conocophillips | Stock-Energy | 0.49% | -0.16% | -0.58% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.01% | +5.52% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.48% | -0.05% | -1.31% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.10% | +1.97% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.45% | +0.06% | +2.96% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.14% | +0.09% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.43% | -0.03% | +0.25% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.01% | -2.30% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | -0.15% | +10.31% | |
| 43 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.40% | -0.04% | -1.20% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.09% | -0.37% | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.39% | -0.07% | +5.91% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | — | +0.39% | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.39% | — | -2.74% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.37% | -0.08% | -0.15% | |
| 49 | CME | Cme Group Inc | Stock-Financials | 0.35% | -0.13% | -1.08% | |
| 50 | NOW | Servicenow Inc | Stock-Tech | 0.34% | — | +3.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 3 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 4 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | FPE | Ft-preferred Secur & Inc ETF | — | NEW | New buy |
| 9 | AME | Ametek Inc | — | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 11 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 12 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 13 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 14 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 16 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 17 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | — | NEW | New buy |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 21 | AZO | Autozone Inc | — | NEW | New buy |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 23 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 24 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 25 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 27 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 29 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 30 | AN | Autonation Inc | — | NEW | New buy |
| 31 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 32 | TSLA | Tesla Inc | — | NEW | New buy |
| 33 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 34 | COP | Conocophillips | — | NEW | New buy |
| 35 | ORCL | Oracle CORP | — | NEW | New buy |
| 36 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 37 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 38 | MS | Morgan Stanley | — | NEW | New buy |
| 39 | CVX | Chevron CORP | — | NEW | New buy |
| 40 | BA | Boeing Co/the | — | NEW | New buy |
| 41 | HD | Home Depot Inc | — | NEW | New buy |
| 42 | NFLX | Netflix Inc | — | NEW | New buy |
| 43 | BKLN | Invesco Senior Loan ETF | — | NEW | New buy |
| 44 | WMT | Walmart Inc | — | NEW | New buy |
| 45 | SYK | Stryker CORP | — | NEW | New buy |
| 46 | ABBV | Abbvie Inc | — | NEW | New buy |
| 47 | SBUX | Starbucks CORP | — | NEW | New buy |
| 48 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 49 | CME | Cme Group Inc | — | NEW | New buy |
| 50 | NOW | Servicenow Inc | — | NEW | New buy |
According to official SEC Form 13F filings, HCR Wealth Advisors reported a total U.S. public equity portfolio value of $1.1B across 230 disclosed positions in Q1 2025.
During Q1 2025, HCR Wealth Advisors's top holdings by market value included AAPL (15.3%)、VYM (10.2%)、VUG (10.0%). The largest single position, AAPL, represented 15.3% 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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VYM, VUG) accounted for 31.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $117.2M
In Q1 2025, HCR Wealth Advisors made 50 total portfolio adjustments, initiating 50 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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