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CIK: 0001697715
Total reported value
$1.1B
$1.1B
244 檔
39.5%
As reported in its official Q3 2025 Form 13F filing, HCR Wealth Advisors's tracked investment portfolio stood at $1.1B with 244 total positions.
In Q3 2025, HCR Wealth Advisors displayed an active expansion posture, initiating 3 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 244 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.29% | -0.13% | +1.40% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 10.86% | +0.41% | +1.71% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.31% | -0.64% | +1.92% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.87% | -0.01% | +0.25% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.39% | -0.06% | +4.02% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.88% | -0.04% | +3.55% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | -0.23% | -0.16% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.48% | +0.22% | +2.62% | |
| 9 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.89% | -0.19% | +4.71% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.72% | +0.07% | +6.26% | |
| 11 | AME | Ametek Inc | Stock-Industrials | 1.67% | -0.09% | -7.88% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.52% | +1.00% | +2.79% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | -0.16% | +1.67% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | +0.03% | +0.47% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.20% | — | +5.15% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | -0.03% | +2.92% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +0.03% | +111.03% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.90% | -0.05% | +21.28% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.81% | -0.02% | +16.75% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.16% | +4.64% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.78% | -0.01% | -6.45% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.07% | +5.58% | |
| 23 | AZO | Autozone Inc | Stock-Consumer Disc | 0.67% | -0.11% | +1.66% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | -0.22% | +0.32% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | -0.03% | -3.29% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | — | -2.09% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.10% | +4.77% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.61% | -0.04% | -1.42% | |
| 29 | AN | Autonation Inc | Stock-Consumer Disc | 0.59% | -0.10% | +2.55% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.07% | — | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.55% | — | +0.54% | |
| 32 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.54% | -0.24% | +5.15% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.02% | +3.91% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.49% | +0.06% | +1.92% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.47% | -0.08% | +1.14% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.46% | -0.09% | -2.09% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.43% | -0.05% | +10.16% | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.43% | -0.03% | -0.12% | |
| 39 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.41% | -0.11% | +8.44% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.15% | -4.45% | |
| 41 | ICE | Intercontinental Exchange In | Stock-Financials | 0.40% | -0.12% | +7.17% | |
| 42 | NRG | Nrg Energy Inc | Stock-Utilities | 0.39% | -0.05% | +0.07% | |
| 43 | COP | Conocophillips | Stock-Energy | 0.37% | -0.16% | +3.90% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.09% | +0.23% | |
| 45 | AWK | American Water Works Co Inc | Stock-Utilities | 0.36% | -0.06% | +2.92% | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.36% | — | +15.79% | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.35% | +0.07% | +7.50% | |
| 48 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.35% | -0.04% | +6.51% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | — | -1.70% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.01% | -2.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +0.25% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.8% | +1.71% | Add |
| 3 | AVGO | Broadcom Inc | +0.7% | +111.03% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | +2.62% | Add |
| 5 | VRT | Vertiv Holdings Co-a | +0.3% | +5.15% | Add |
| 6 | ORCL | Oracle CORP | +0.3% | -6.45% | Trim |
| 7 | MSFT | Microsoft CORP | +0.2% | -0.16% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +4.77% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.2% | +6.26% | Add |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | +0.2% | +21.28% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | -2.09% | Trim |
| 12 | PWR | Quanta Services Inc | +0.1% | +7.50% | Add |
| 13 | ETN | Eaton Corporation plc | +0.1% | +16.58% | Add |
| 14 | UCON | First Trust Smith Unconstrai | +0.1% | +81.83% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +1.67% | Add |
| 16 | NRG | Nrg Energy Inc | +0.1% | +0.07% | Trim |
| 17 | DELL | Dell Technologies -c | +0.1% | +14.43% | Add |
| 18 | CAT | Caterpillar Inc | +0.1% | +25.14% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.55% | Add |
| 20 | LHX | L3harris Technologies Inc | +0.1% | +8.44% | Add |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +16.75% | Add |
| 22 | AN | Autonation Inc | +0.1% | +2.55% | Add |
| 23 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +0.95% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.58% | Add |
| 25 | RTX | Rtx CORP | +0.1% | +58.20% | Add |
| 26 | MS | Morgan Stanley | 0% | +1.92% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +2.92% | Add |
| 28 | NOW | Servicenow Inc | 0% | +15.79% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | +10.32% | Add |
| 30 | PANW | Palo Alto Networks Inc | 0% | +2.79% | Add |
| 31 | SCHG | Schwab US Large-cap Growth | 0% | +0.54% | Trim |
| 32 | GLD | Spdr Gold Shares | — | +0.32% | Add |
| 33 | BA | Boeing Co/the | — | -0.12% | Trim |
| 34 | VOO | Vanguard S&p 500 ETF | 0% | +3.91% | Add |
| 35 | NFLX | Netflix Inc | 0% | -4.45% | Trim |
| 36 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.42% | Trim |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -3.29% | Trim |
| 38 | AMZN | Amazon.com Inc | -0.1% | +0.47% | Add |
| 39 | AZO | Autozone Inc | -0.1% | +1.66% | Add |
| 40 | TFLO | Ishares Treasury Floating Ra | -0.1% | -10.66% | Trim |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.2% | +4.02% | Add |
| 42 | CDZI | Cadiz Inc | -0.2% | +52.80% | Trim |
| 43 | FPE | Ft-preferred Secur & Inc ETF | -0.2% | +4.71% | Add |
| 44 | VYM | Vanguard High Dvd Yield ETF | -0.8% | +1.92% | Add |
| 45 | AAPL | Apple Inc | -1% | +1.40% | Add |
| 46 | OWL | Blue Owl Capital Inc | — | NEW | New buy |
| 47 | USB | US Bancorp | — | EXIT | Sold out |
| 48 | COF | Capital One Financial CORP | — | NEW | New buy |
| 49 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 50 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, HCR Wealth Advisors reported a total U.S. public equity portfolio value of $1.1B across 244 disclosed positions in Q3 2025.
During Q3 2025, HCR Wealth Advisors's top holdings by market value included AAPL (14.3%)、VUG (10.9%)、VYM (9.3%). The largest single position, AAPL, represented 14.3% 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, VUG, VYM) accounted for 39.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
OWL
市值: $1.8M
Top Position Liquidated / Trimmed
USB
前期市值: $859.0K
In Q3 2025, HCR Wealth Advisors made 50 total portfolio adjustments, initiating 3 new buys, adding to 34 positions, trimming 11 holdings, and fully liquidating 2 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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