Hcr Wealth Advisors Portfolio Holdings

Hcr Wealth Advisors

$789 Million
Q4 2024

Hcr Wealth Advisors has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $789 Million distributed in 228 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $133M, Vanguard Growth ETF with a value of $82.5M, Vanguard Whitehall Fds (Vangua with a value of $74.6M, Ishares Core S&P Sm Cap ETF with a value of $44.2M, and Nvidia Corp with a value of $36.1M.

Examining the 13F form we can see an increase of $32.8M in the current position value, from $757M to 789M.

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 $789 Million

ETFs: $343 Million

Technology: $220 Million

Financial Services: $48.1 Million

Communication Services: $39.9 Million

Industrials: $39.2 Million

Consumer Cyclical: $36 Million

Healthcare: $21 Million

Consumer Defensive: $20 Million

Other: $22.3 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$3.58T	$133 Million 16.8% of portfolio	529,758	Q4 2024 Reduced 0.15%
VUG Vanguard Growth ETF ETFs	$0	$82.5 Million 10.44% of portfolio	200,896	Q4 2024 Added 4.1%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$74.6 Million 9.45% of portfolio	584,571	Q4 2024 Added 4.6%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$44.2 Million 5.6% of portfolio	384,034	Q4 2024 Added 4.45%
NVDA Nvidia Corp Technology	$351B	$36.1 Million 4.57% of portfolio	268,897	Q4 2024 Added 1.56%
IVV Ishares Core S&P 500 ETF ETFs	$0	$22 Million 2.79% of portfolio	37,452	Q4 2024 Added 7.21%
MSFT Microsoft Corp Technology	$3.19T	$19.6 Million 2.48% of portfolio	46,487	Q4 2024 Reduced 1.14%
GOOGL Alphabet Inc. Communication Services	$1.18T	$18.2 Million 2.3% of portfolio	96,040	Q4 2024 Added 0.09%
AME Ametek Inc Industrials	$42.4B	$17.1 Million 2.16% of portfolio	94,672	Q4 2024 Reduced 15.75%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$15.1 Million 1.91% of portfolio	851,180	Q4 2024 Reduced 3.52%
PANW Palo Alto Networks Inc Technology	$54.9B	$12.4 Million 1.57% of portfolio	68,078	Q4 2024 Added 99.92%
IEMG Ishares Inc ETFs	$0	$11.1 Million 1.41% of portfolio	206,801	Q4 2024 Added 5.28%
AMZN Amazon Com Inc Consumer Cyclical	$2.35T	$11 Million 1.39% of portfolio	50,106	Q4 2024 Reduced 2.39%
META Meta Platforms, Inc. Communication Services	$1.39T	$10.7 Million 1.36% of portfolio	18,202	Q4 2024 Added 1.66%
V Visa Inc. Financial Services	$529B	$10.3 Million 1.3% of portfolio	32,435	Q4 2024 Added 0.4%
COST Costco Wholesale Corp Consumer Defensive	$419B	$7.3 Million 0.92% of portfolio	7,967	Q4 2024 Reduced 0.82%
JPM Jpmorgan Chase & CO Financial Services	$772B	$7.22 Million 0.91% of portfolio	30,111	Q4 2024 Added 0.14%
TSLA Tesla, Inc. Consumer Cyclical	$1.34T	$5.76 Million 0.73% of portfolio	14,259	Q4 2024 Reduced 0.65%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$5.49 Million 0.7% of portfolio	10,736	Q4 2024 Reduced 2.72%
AZO Autozone Inc Consumer Cyclical	$62.6B	$5.28 Million 0.67% of portfolio	1,649	Q4 2024 Added 2.68%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$5.33 Million 0.67% of portfolio	9,086	Q4 2024 Reduced 0.59%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$600B	$4.94 Million 0.63% of portfolio	10,890	Q4 2024 Reduced 0.38%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$4.8 Million 0.61% of portfolio	108,898	Q4 2024 Reduced 4.02%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$4.77 Million 0.6% of portfolio	58,239	Q4 2024 Reduced 2.71%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$4.59 Million 0.58% of portfolio	164,831	Q4 2024 Added 301.76%
GOOG Alphabet Inc. Communication Services	$1.21T	$4.32 Million 0.55% of portfolio	22,664	Q4 2024 Added 2.02%
ORCL Oracle Corp Technology	$465B	$4.18 Million 0.53% of portfolio	25,080	Q4 2024 Added 1.33%
AN Autonation, Inc. Consumer Cyclical	$9.18B	$4.22 Million 0.53% of portfolio	24,842	Q4 2024 Added 0.75%
GLD Spdr Gold Trust ETFs	$87.4B	$4.08 Million 0.52% of portfolio	16,850	Q4 2024 Added 2.78%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$3.91 Million 0.5% of portfolio	7,259	Q4 2024 Added 188.74%
TMO Thermo Fisher Scientific Inc. Healthcare	$225B	$3.9 Million 0.49% of portfolio	7,499	Q4 2024 Added 0.73%
XLU Utilities Sector Spdr ETFs	$0	$3.82 Million 0.48% of portfolio	50,496	Q4 2024 Added 0.69%
MS Morgan Stanley Financial Services	$233B	$3.62 Million 0.46% of portfolio	28,784	Q4 2024 Added 11.54%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$3.58 Million 0.45% of portfolio	40,969	Q4 2024 Reduced 13.15%
HD Home Depot, Inc. Consumer Cyclical	$428B	$3.55 Million 0.45% of portfolio	9,119	Q4 2024 Added 1.03%
COP Conocophillips Energy	$133B	$3.55 Million 0.45% of portfolio	35,768	Q4 2024 Reduced 0.32%
ICE Intercontinental Exchange, Inc. Financial Services	$84.7B	$3.51 Million 0.44% of portfolio	23,527	Q4 2024 Added 3.06%
BA Boeing CO Industrials	$105B	$3.41 Million 0.43% of portfolio	19,267	Q4 2024 Reduced 1.14%
AWK American Water Works Company, Inc. Utilities	$23B	$3.35 Million 0.42% of portfolio	26,932	Q4 2024 Reduced 0.31%
NOW Service Now, Inc. Technology	$222B	$3.35 Million 0.42% of portfolio	3,164	Q4 2024 Added 2.2%
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$3.17 Million 0.4% of portfolio	150,357	Q4 2024 Added 1.55%
WMT Walmart Inc. Consumer Defensive	$253B	$3.14 Million 0.4% of portfolio	34,797	Q4 2024 Reduced 0.46%
NEE Nextera Energy Inc Utilities	$139B	$2.9 Million 0.37% of portfolio	40,416	Q4 2024 Reduced 0.8%
CVX Chevron Corp Energy	$310B	$2.91 Million 0.37% of portfolio	20,100	Q4 2024 Reduced 6.35%
SBUX Starbucks Corp Consumer Cyclical	$112B	$2.86 Million 0.36% of portfolio	31,333	Q4 2024 Reduced 0.48%
AVGO Broadcom Inc. Technology	$97.3B	$2.86 Million 0.36% of portfolio	12,322	Q4 2024 Added 0.43%
SYK Stryker Corp Healthcare	$150B	$2.75 Million 0.35% of portfolio	7,626	Q4 2024 Added 2.89%
CDZI Cadiz Inc Utilities	$261M	$2.75 Million 0.35% of portfolio	528,000	Q4 2024 Added 15.81%
NFLX Netflix Inc Communication Services	$387B	$2.76 Million 0.35% of portfolio	3,095	Q4 2024 Reduced 0.19%
LHX L3 Harris Technologies, Inc. Industrials	$42.6B	$2.59 Million 0.33% of portfolio	12,332	Q4 2024 Reduced 0.48%

Summary

Portfolio
No. of Stocks 228
Current Value $789 Million
Prior Value $757 Million
Filing
Period Q4 2024
Filing Date January 14, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 12 stocks
Additional Purchases 95 stocks
Sold out of 0 stocks
Reduced holdings in 75 stocks

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Hcr Wealth Advisors Portfolio Holdings