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CIK: 0001697715
Total reported value
$1.1B
$1.1B
237 檔
33.9%
The Q2 2025 SEC filing reveals that HCR Wealth Advisors held a total portfolio value of $1.1B, covering 237 public equity positions.
In Q2 2025, HCR Wealth Advisors displayed an active expansion posture, initiating 1 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 33.9% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 237 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.78% | -0.13% | +0.33% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 11.01% | +0.41% | +2.74% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.82% | -0.64% | +3.56% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.57% | -0.01% | +2.99% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.39% | -0.06% | +2.29% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.92% | -0.04% | +4.39% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.75% | -0.23% | +0.16% | |
| 8 | AME | Ametek Inc | Stock-Industrials | 2.00% | -0.09% | -0.68% | |
| 9 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.00% | -0.19% | +2.73% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.97% | +0.22% | +0.15% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.67% | -0.16% | +4.68% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.66% | +0.07% | +5.42% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.64% | +1.00% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | +0.03% | +1.95% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | — | -0.62% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | -0.03% | -0.72% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.16% | +1.42% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.84% | -0.05% | +23.76% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.79% | -0.02% | +18.61% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.71% | -0.01% | +4.71% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | -0.03% | +0.89% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.07% | -0.75% | |
| 23 | AZO | Autozone Inc | Stock-Consumer Disc | 0.66% | -0.11% | +2.87% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.65% | -0.22% | +2.49% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | -0.04% | +0.17% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.07% | +1.57% | |
| 27 | AN | Autonation Inc | Stock-Consumer Disc | 0.58% | -0.10% | +0.38% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.57% | — | -0.72% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | — | -1.96% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.15% | +1.46% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.52% | -0.08% | -0.05% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.02% | -1.38% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.50% | -0.09% | +2.27% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.10% | +2.97% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 0.49% | +0.06% | +0.15% | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 0.48% | -0.12% | -4.55% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.47% | -0.03% | -0.44% | |
| 38 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.47% | -0.24% | +25.84% | |
| 39 | NRG | Nrg Energy Inc | Stock-Utilities | 0.43% | -0.05% | -6.11% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.03% | +2.63% | |
| 41 | AWK | American Water Works Co Inc | Stock-Utilities | 0.41% | -0.06% | -0.33% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.09% | -0.03% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.40% | -0.07% | +5.40% | |
| 44 | NOW | Servicenow Inc | Stock-Tech | 0.39% | — | -0.25% | |
| 45 | COP | Conocophillips | Stock-Energy | 0.39% | -0.16% | +2.65% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.01% | -2.87% | |
| 47 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.37% | -0.04% | +1.93% | |
| 48 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.36% | -0.11% | +1.31% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.35% | -0.05% | -2.24% | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.34% | -0.13% | +4.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +2.99% | Add |
| 2 | VUG | Vanguard Growth ETF | +1% | +2.74% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | +0.16% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.3% | +4.68% | Add |
| 5 | VRT | Vertiv Holdings Co-a | +0.2% | +25.84% | Add |
| 6 | ORCL | Oracle CORP | +0.2% | +4.71% | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | +2.63% | Add |
| 8 | NFLX | Netflix Inc | +0.1% | +1.46% | Add |
| 9 | PANW | Palo Alto Networks Inc | +0.1% | — | Unchanged |
| 10 | NRG | Nrg Energy Inc | +0.1% | -6.11% | Trim |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.39% | Add |
| 12 | PWR | Quanta Services Inc | +0.1% | +11.19% | Add |
| 13 | IEMG | Ishares Core Msci Emerging | +0.1% | +5.42% | Add |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +23.76% | Add |
| 15 | ETN | Eaton Corporation plc | +0.1% | +39.51% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +1.95% | Add |
| 17 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.15% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -0.72% | Trim |
| 20 | AN | Autonation Inc | +0.1% | +0.38% | Add |
| 21 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +10.04% | Add |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +18.61% | Add |
| 23 | NOW | Servicenow Inc | +0.1% | -0.25% | Trim |
| 24 | UCON | First Trust Smith Unconstrai | +0.1% | +147.39% | Add |
| 25 | TSLA | Tesla Inc | 0% | -1.96% | Trim |
| 26 | BA | Boeing Co/the | 0% | -0.44% | Trim |
| 27 | MS | Morgan Stanley | 0% | +0.15% | Add |
| 28 | DELL | Dell Technologies -c | 0% | -1.54% | Trim |
| 29 | DIS | Walt Disney Co/the | 0% | +0.33% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.75% | Trim |
| 31 | SCHG | Schwab US Large-cap Growth | 0% | -0.72% | Trim |
| 32 | GOOG | Alphabet Inc-cl C | 0% | +2.97% | Add |
| 33 | LHX | L3harris Technologies Inc | 0% | +1.31% | Add |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.89% | Add |
| 35 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.17% | Add |
| 36 | GLD | Spdr Gold Shares | 0% | +2.49% | Add |
| 37 | COST | Costco Wholesale CORP | 0% | +1.42% | Add |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | -2.17% | Trim |
| 39 | DFSEUR | Discover Financial Services | -0.1% | EXIT | Sold out |
| 40 | TFLO | Ishares Treasury Floating Ra | -0.1% | -37.32% | Trim |
| 41 | CVX | Chevron CORP | -0.1% | -0.03% | Trim |
| 42 | COP | Conocophillips | -0.1% | +2.65% | Add |
| 43 | AME | Ametek Inc | -0.1% | -0.68% | Trim |
| 44 | FPE | Ft-preferred Secur & Inc ETF | -0.1% | +2.73% | Add |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.57% | Add |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.24% | Trim |
| 47 | IJR | Ishares Core S&p Small-cap E | -0.2% | +2.29% | Add |
| 48 | CDZI | Cadiz Inc | -0.2% | -91.99% | Trim |
| 49 | VYM | Vanguard High Dvd Yield ETF | -0.3% | +3.56% | Add |
| 50 | AAPL | Apple Inc | -2.5% | +0.33% | Add |
According to official SEC Form 13F filings, HCR Wealth Advisors reported a total U.S. public equity portfolio value of $1.1B across 237 disclosed positions in Q2 2025.
During Q2 2025, HCR Wealth Advisors's top holdings by market value included AAPL (12.8%)、VUG (11.0%)、VYM (9.8%). The largest single position, AAPL, represented 12.8% 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
COF
市值: $719.3K
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $545.9K
In Q2 2025, HCR Wealth Advisors made 49 total portfolio adjustments, initiating 1 new buys, adding to 33 positions, trimming 14 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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