Hcr Wealth Advisors Portfolio Holdings

Hcr Wealth Advisors

$835 Million
Q2 2025

Hcr Wealth Advisors has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $835 Million distributed in 237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $109M, Vanguard Growth ETF with a value of $93.5M, Vanguard Whitehall Fds (Vangua with a value of $83.4M, Nvidia Corp with a value of $47.3M, and Ishares Core S&P Sm Cap ETF with a value of $45.8M.

Examining the 13F form we can see an increase of $75.7M in the current position value, from $759M to 835M.

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 $835 Million

ETFs: $378 Million

Technology: $215 Million

Financial Services: $54.1 Million

Industrials: $46.3 Million

Communication Services: $44 Million

Consumer Cyclical: $35.8 Million

Consumer Defensive: $19.8 Million

Healthcare: $18.7 Million

Other: $23.2 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$3.69T	$109 Million 13.01% of portfolio	529,406	Q2 2025 Added 0.33%
VUG Vanguard Growth ETF ETFs	$0	$93.5 Million 11.2% of portfolio	213,320	Q2 2025 Added 2.74%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$83.4 Million 9.99% of portfolio	625,930	Q2 2025 Added 3.56%
NVDA Nvidia Corp Technology	$456B	$47.3 Million 5.66% of portfolio	299,374	Q2 2025 Added 2.99%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$45.8 Million 5.48% of portfolio	418,776	Q2 2025 Added 2.29%
IVV Ishares Core S&P 500 ETF ETFs	$0	$24.8 Million 2.97% of portfolio	39,920	Q2 2025 Added 4.39%
MSFT Microsoft Corp Technology	$3.95T	$23.3 Million 2.79% of portfolio	46,908	Q2 2025 Added 0.16%
AME Ametek Inc Industrials	$42.5B	$17 Million 2.04% of portfolio	94,032	Q2 2025 Reduced 0.68%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$17 Million 2.03% of portfolio	952,756	Q2 2025 Added 2.73%
GOOGL Alphabet Inc. Communication Services	$1.21T	$16.7 Million 2.0% of portfolio	94,893	Q2 2025 Added 0.15%
META Meta Platforms, Inc. Communication Services	$1.78T	$14.2 Million 1.7% of portfolio	19,206	Q2 2025 Added 4.68%
PANW Palo Alto Networks Inc Technology	$52.5B	$13.9 Million 1.67% of portfolio	68,078	Q4 2024 Added 99.92%
IEMG Ishares Inc ETFs	$0	$12.6 Million 1.51% of portfolio	234,774	Q2 2025 Added 5.42%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$11.5 Million 1.38% of portfolio	52,338	Q2 2025 Added 1.95%
V Visa Inc. Financial Services	$551B	$11.3 Million 1.36% of portfolio	31,923	Q2 2025 Reduced 0.62%
JPM Jpmorgan Chase & CO Financial Services	$859B	$8.64 Million 1.03% of portfolio	29,791	Q2 2025 Reduced 0.72%
COST Costco Wholesale Corp Consumer Defensive	$439B	$7.91 Million 0.95% of portfolio	7,991	Q2 2025 Added 1.42%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$6.75 Million 0.81% of portfolio	132,914	Q2 2025 Added 18.61%
ORCL Oracle Corp Technology	$684B	$6.06 Million 0.73% of portfolio	27,711	Q2 2025 Added 4.71%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$6.04 Million 0.72% of portfolio	9,776	Q2 2025 Added 0.89%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$5.88 Million 0.7% of portfolio	10,661	Q2 2025 Reduced 0.75%
GLD Spdr Gold Trust ETFs	$106B	$5.55 Million 0.67% of portfolio	18,218	Q2 2025 Added 2.49%
AZO Autozone Inc Consumer Cyclical	$75.9B	$5.59 Million 0.67% of portfolio	1,505	Q2 2025 Added 2.87%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$5.37 Million 0.64% of portfolio	11,054	Q2 2025 Added 1.57%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$5.38 Million 0.64% of portfolio	108,791	Q2 2025 Added 0.17%
AN Autonation, Inc. Consumer Cyclical	$10.2B	$4.91 Million 0.59% of portfolio	24,712	Q2 2025 Added 0.38%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$4.81 Million 0.58% of portfolio	164,631	Q2 2025 Reduced 0.72%
TSLA Tesla, Inc. Consumer Cyclical	$1.08T	$4.69 Million 0.56% of portfolio	14,762	Q2 2025 Reduced 1.96%
NFLX Netflix Inc Communication Services	$545B	$4.64 Million 0.56% of portfolio	3,464	Q2 2025 Added 1.46%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$4.45 Million 0.53% of portfolio	53,699	Q2 2025 Reduced 0.05%
GOOG Alphabet Inc. Communication Services	$1.24T	$4.22 Million 0.51% of portfolio	23,796	Q2 2025 Added 2.97%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$4.3 Million 0.51% of portfolio	7,563	Q2 2025 Reduced 1.38%
XLU Utilities Sector Spdr ETFs	$0	$4.25 Million 0.51% of portfolio	52,102	Q2 2025 Added 2.27%
MS Morgan Stanley Financial Services	$250B	$4.18 Million 0.5% of portfolio	29,680	Q2 2025 Added 0.15%
ICE Intercontinental Exchange, Inc. Financial Services	$102B	$4.08 Million 0.49% of portfolio	22,219	Q2 2025 Reduced 4.55%
BA Boeing CO Industrials	$139B	$4.03 Million 0.48% of portfolio	19,231	Q2 2025 Reduced 0.44%
NRG Nrg Energy, Inc. Utilities	$36.8B	$3.62 Million 0.43% of portfolio	22,520	Q2 2025 Reduced 6.11%
AVGO Broadcom Inc. Technology	$127B	$3.54 Million 0.42% of portfolio	12,847	Q2 2025 Added 2.63%
AWK American Water Works Company, Inc. Utilities	$25.8B	$3.51 Million 0.42% of portfolio	25,245	Q2 2025 Reduced 0.33%
WMT Walmart Inc. Consumer Defensive	$281B	$3.39 Million 0.41% of portfolio	34,655	Q2 2025 Reduced 0.03%
SYK Stryker Corp Healthcare	$142B	$3.37 Million 0.4% of portfolio	8,513	Q2 2025 Added 5.4%
NOW Service Now, Inc. Technology	$172B	$3.35 Million 0.4% of portfolio	3,256	Q2 2025 Reduced 0.25%
COP Conocophillips Energy	$120B	$3.28 Million 0.39% of portfolio	36,506	Q2 2025 Added 2.65%
HD Home Depot, Inc. Consumer Cyclical	$405B	$3.17 Million 0.38% of portfolio	8,653	Q2 2025 Reduced 2.87%
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$3.17 Million 0.38% of portfolio	151,413	Q2 2025 Added 1.93%
LHX L3 Harris Technologies, Inc. Industrials	$51.7B	$3.08 Million 0.37% of portfolio	12,281	Q2 2025 Added 1.31%
CME Cme Group Inc. Financial Services	$99.2B	$2.91 Million 0.35% of portfolio	10,572	Q2 2025 Added 4.14%
TMO Thermo Fisher Scientific Inc. Healthcare	$187B	$2.93 Million 0.35% of portfolio	7,235	Q2 2025 Reduced 2.24%
PWR Quanta Services, Inc. Industrials	$56B	$2.85 Million 0.34% of portfolio	7,551	Q2 2025 Added 11.19%
CVX Chevron Corp Energy	$302B	$2.88 Million 0.34% of portfolio	20,113	Q2 2025 Reduced 0.03%

Summary

Portfolio
No. of Stocks 237
Current Value $835 Million
Prior Value $759 Million
Filing
Period Q2 2025
Filing Date July 17, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 15 stocks
Additional Purchases 84 stocks
Sold out of 0 stocks
Reduced holdings in 90 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Account

Hcr Wealth Advisors Portfolio Holdings