Hcr Wealth Advisors Portfolio Holdings

Hcr Wealth Advisors

  • $658 Million
  • Q1 2024

Hcr Wealth Advisors has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $658 Million distributed in 223 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $92.5M, Vanguard Whitehall Fds (Vangua with a value of $66.3M, Vanguard Growth ETF with a value of $65.3M, Ishares Core S&P Sm Cap ETF with a value of $40.6M, and Nvidia Corp with a value of $22.1M.

Examining the 13F form we can see an increase of $25.5M in the current position value, from $633M to 658M.

Hcr Wealth Advisors is based out at Los Angeles, CA

Below you can find more details about Hcr Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $658 Million
ETFs: $294 Million
Technology: $158 Million
Financial Services: $42.1 Million
Industrials: $38.8 Million
Communication Services: $32 Million
Consumer Cyclical: $30.7 Million
Healthcare: $21 Million
Consumer Defensive: $19.9 Million
Other: $21.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$92.5 Million 14.05% of portfolio
539,347
Q1 2024 Reduced 0.89%
$0
$66.3 Million 10.07% of portfolio
547,872
Q1 2024 Reduced 1.6%
$0
$65.3 Million 9.92% of portfolio
189,764
Q1 2024 Reduced 2.9%
$0
$40.6 Million 6.17% of portfolio
367,310
Q1 2024 Reduced 2.52%
$308B
$22.1 Million 3.35% of portfolio
24,418
Q1 2024 Added 24.42%
$38.3B
$20.6 Million 3.12% of portfolio
112,372
Q1 2024 Reduced 5.19%
$3.33T
$19.4 Million 2.95% of portfolio
46,197
Q1 2024 Reduced 20.12%
$0
$17.6 Million 2.68% of portfolio
33,562
Q1 2024 Reduced 3.54%
$0
$15.3 Million 2.32% of portfolio
881,586
Q1 2024 Reduced 4.6%
$1.09T
$14.4 Million 2.19% of portfolio
95,432
Q1 2024 Reduced 2.88%
$101B
$9.67 Million 1.47% of portfolio
34,018
Q1 2024 Reduced 0.02%
$429B
$8.86 Million 1.35% of portfolio
31,759
Q1 2024 Reduced 0.5%
$1.97T
$8.81 Million 1.34% of portfolio
48,852
Q1 2024 Added 5.53%
$1.13T
$8.75 Million 1.33% of portfolio
18,021
Q1 2024 Reduced 3.06%
$0
$6.07 Million 0.92% of portfolio
116,453
Q1 2024 Reduced 1.36%
$376B
$5.96 Million 0.91% of portfolio
8,134
Q1 2024 Reduced 22.17%
$56.3B
$5 Million 0.76% of portfolio
1,586
Q1 2024 Reduced 6.21%
$0
$4.99 Million 0.76% of portfolio
61,030
Q1 2024 Reduced 5.92%
$0
$4.86 Million 0.74% of portfolio
116,359
Q1 2024 Reduced 5.19%
$529B
$4.61 Million 0.7% of portfolio
10,968
Q1 2024 Reduced 28.34%
$146B
$4.43 Million 0.67% of portfolio
34,838
Q1 2024 Added 0.3%
$0
$4.37 Million 0.66% of portfolio
9,843
Q1 2024 Added 0.14%
$0
$4.37 Million 0.66% of portfolio
46,139
Q1 2024 Reduced 1.31%
$7.9B
$4.08 Million 0.62% of portfolio
24,655
Q1 2024 Reduced 1.19%
$217B
$3.93 Million 0.6% of portfolio
6,757
Q1 2024 Added 0.96%
$108B
$3.87 Million 0.59% of portfolio
20,070
Q1 2024 Reduced -0.0%
$0
$3.79 Million 0.58% of portfolio
40,888
Q1 2024 Added 0.31%
$306B
$3.39 Million 0.52% of portfolio
21,521
Q1 2024 Added 1.89%
$1.12T
$3.44 Million 0.52% of portfolio
22,595
Q1 2024 Reduced 0.26%
$23.5B
$3.31 Million 0.5% of portfolio
27,110
Q1 2024 Reduced 0.88%
$0
$3.28 Million 0.5% of portfolio
6,274
Q1 2024 Added 0.64%
$381B
$3.21 Million 0.49% of portfolio
25,567
Q1 2024 Reduced 4.31%
$74.2B
$3.2 Million 0.49% of portfolio
15,561
Q1 2024 Reduced 0.1%
$0
$3.22 Million 0.49% of portfolio
152,432
Q1 2024 Reduced 0.37%
$0
$3.18 Million 0.48% of portfolio
48,412
Q1 2024 Reduced 0.76%
$352B
$3.19 Million 0.48% of portfolio
8,315
Q1 2024 Added 8.76%
$76.4B
$3.09 Million 0.47% of portfolio
22,457
Q1 2024 Reduced 0.58%
$89.3B
$3.04 Million 0.46% of portfolio
33,305
Q1 2024 Reduced 24.98%
$314B
$2.76 Million 0.42% of portfolio
20,947
Q1 2024 Added 4.83%
$625B
$2.61 Million 0.4% of portfolio
14,836
Q1 2024 Reduced 5.71%
$303B
$2.6 Million 0.4% of portfolio
14,288
Q1 2024 Reduced 2.22%
$43B
$2.55 Million 0.39% of portfolio
11,974
Q1 2024 Added 1.35%
$139B
$2.49 Million 0.38% of portfolio
38,883
Q1 2024 Reduced 0.73%
$480B
$2.41 Million 0.37% of portfolio
20,701
Q1 2024 Added 0.05%
$181B
$2.41 Million 0.37% of portfolio
19,681
Q1 2024 Reduced 16.63%
$41.5B
$2.35 Million 0.36% of portfolio
8,664
Q1 2024 Reduced 1.78%
$159B
$2.39 Million 0.36% of portfolio
3,131
Q1 2024 Reduced 7.31%
$165B
$2.39 Million 0.36% of portfolio
25,370
Q1 2024 Reduced 0.64%
$68.1B
$2.29 Million 0.35% of portfolio
12,899
Q1 2024 Reduced 2.18%

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $658 Million
  • Prior Value $633 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 29 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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