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CIK: 0001697715
Total reported value
$1.1B
$1.1B
255 檔
39.2%
At the close of Q4 2025, HCR Wealth Advisors disclosed equity holdings valued at approximately $1.1B, spread across 255 reported holdings.
In Q4 2025, HCR Wealth Advisors displayed an active expansion posture, initiating 4 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 39.2% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 255 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.39% | -0.13% | -0.47% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 10.50% | +0.41% | +0.13% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.13% | -0.64% | +0.65% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.64% | -0.01% | +1.75% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.69% | +0.37% | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.46% | -0.04% | +23.28% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.01% | +0.22% | -0.39% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.29% | -0.23% | +2.22% | |
| 9 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.80% | -0.19% | +0.05% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.72% | +0.07% | +3.71% | |
| 11 | AME | Ametek Inc | Stock-Industrials | 1.57% | -0.09% | -10.59% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.54% | -0.06% | -70.39% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.16% | +4.36% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.28% | +1.00% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | +0.03% | +2.29% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | — | +0.31% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.03% | +1.36% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +0.03% | +4.23% | |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.95% | -0.05% | +11.34% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.81% | -0.02% | +4.04% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.10% | +2.17% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.74% | -0.22% | +2.95% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.16% | +3.09% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | — | +6.84% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | +0.07% | -1.42% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | -0.03% | +2.43% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | -0.04% | +9.83% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.07% | +10.29% | |
| 29 | MS | Morgan Stanley | Stock-Financials | 0.54% | +0.06% | +0.81% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.53% | — | +0.02% | |
| 31 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.51% | -0.24% | -1.65% | |
| 32 | AZO | Autozone Inc | Stock-Consumer Disc | 0.51% | -0.11% | -0.20% | |
| 33 | AN | Autonation Inc | Stock-Consumer Disc | 0.51% | -0.10% | -1.87% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.02% | +3.80% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.01% | +0.10% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.48% | -0.05% | +5.24% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.42% | -0.09% | +94.12% | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.41% | +0.50% | +1205.10% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.41% | -0.03% | -0.26% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.41% | -0.08% | -8.50% | |
| 41 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.39% | -0.11% | +1.98% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.09% | +1.44% | |
| 43 | ICE | Intercontinental Exchange In | Stock-Financials | 0.39% | -0.12% | +1.73% | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.38% | +0.01% | +99.80% | |
| 45 | COP | Conocophillips | Stock-Energy | 0.37% | -0.16% | +5.80% | |
| 46 | NRG | Nrg Energy Inc | Stock-Utilities | 0.35% | -0.05% | -0.55% | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.34% | +0.07% | -0.48% | |
| 48 | AWK | American Water Works Co Inc | Stock-Utilities | 0.34% | -0.06% | -0.20% | |
| 49 | URI | United Rentals Inc | Stock-Industrials | 0.33% | +0.10% | +321.96% | |
| 50 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.32% | -0.04% | -3.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.6% | +23.28% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.39% | Trim |
| 3 | MU | Micron Technology Inc | +0.4% | +1205.10% | Add |
| 4 | URI | United Rentals Inc | +0.2% | +321.96% | Add |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +98.21% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +2.17% | Add |
| 7 | ETN | Eaton Corporation plc | +0.1% | +99.80% | Add |
| 8 | VB | Vanguard Small-cap ETF | +0.1% | +517.37% | Add |
| 9 | AAPL | Apple Inc | +0.1% | -0.47% | Trim |
| 10 | GLD | Spdr Gold Shares | +0.1% | +2.95% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | +30.95% | Add |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +11.34% | Add |
| 13 | MS | Morgan Stanley | +0.1% | +0.81% | Add |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.1% | +5.24% | Add |
| 15 | GEV | GE Vernova Inc | +0.1% | +75.20% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +10.29% | Add |
| 17 | TSLA | Tesla Inc | 0% | +6.84% | Add |
| 18 | CAT | Caterpillar Inc | 0% | +1.35% | Add |
| 19 | FCX | Freeport-mcmoran Inc | 0% | -0.00% | Trim |
| 20 | LLY | Eli Lilly & Co | 0% | +6.78% | Add |
| 21 | RTX | Rtx CORP | 0% | +17.61% | Add |
| 22 | AMZN | Amazon.com Inc | 0% | +2.29% | Add |
| 23 | AVGO | Broadcom Inc | 0% | +4.23% | Add |
| 24 | VWO | Vanguard Ftse Emerging Marke | 0% | +9.83% | Add |
| 25 | WMT | Walmart Inc | 0% | +1.44% | Add |
| 26 | VEA | Vanguard Ftse Developed ETF | 0% | +15.89% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +1.36% | Add |
| 28 | IEMG | Ishares Core Msci Emerging | — | +3.71% | Add |
| 29 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -0.19% | Trim |
| 30 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -43.04% | Trim |
| 31 | HD | Home Depot Inc | -0.1% | -0.50% | Trim |
| 32 | ZTS | Zoetis Inc | -0.1% | -9.16% | Trim |
| 33 | NOW | Servicenow Inc | -0.1% | +421.41% | Add |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -8.50% | Trim |
| 35 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | +8.61% | Add |
| 36 | AN | Autonation Inc | -0.1% | -1.87% | Trim |
| 37 | NFLX | Netflix Inc | -0.1% | +919.58% | Add |
| 38 | META | Meta Platforms Inc-class A | -0.1% | +4.36% | Add |
| 39 | AZO | Autozone Inc | -0.2% | -0.20% | Trim |
| 40 | VYM | Vanguard High Dvd Yield ETF | -0.2% | +0.65% | Add |
| 41 | MSFT | Microsoft CORP | -0.2% | +2.22% | Add |
| 42 | PANW | Palo Alto Networks Inc | -0.2% | — | Unchanged |
| 43 | ORCL | Oracle CORP | -0.3% | +0.10% | Add |
| 44 | VUG | Vanguard Growth ETF | -0.4% | +0.13% | Add |
| 45 | IJR | Ishares Core S&p Small-cap E | -3.9% | -70.39% | Trim |
| 46 | VXF | Vanguard Extended Market ETF | — | NEW | New buy |
| 47 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 48 | C | Citigroup Inc | — | NEW | New buy |
| 49 | SHM | Ss Spdr N Ice St Muni ETF | — | EXIT | Sold out |
| 50 | AGG | Ishares Core U.s. Aggregate | — | 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 255 disclosed positions in Q4 2025.
During Q4 2025, HCR Wealth Advisors's top holdings by market value included AAPL (14.4%)、VUG (10.5%)、VYM (9.1%). The largest single position, AAPL, represented 14.4% 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
VXF
市值: $37.2M
Top Position Liquidated / Trimmed
SHM
前期市值: $384.9K
In Q4 2025, HCR Wealth Advisors made 49 total portfolio adjustments, initiating 4 new buys, adding to 33 positions, trimming 11 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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