Hcr Wealth Advisors Portfolio Holdings

Hcr Wealth Advisors

  • $757 Million
  • Q3 2024

Hcr Wealth Advisors has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $757 Million distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $124M, Vanguard Growth ETF with a value of $74.1M, Vanguard Whitehall Fds (Vangua with a value of $71.6M, Ishares Core S&P Sm Cap ETF with a value of $43M, and Nvidia Corp with a value of $32.2M.

Examining the 13F form we can see an increase of $58.2M in the current position value, from $698M to 757M.

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 $757 Million
ETFs: $329 Million
Technology: $205 Million
Financial Services: $44.5 Million
Industrials: $38.9 Million
Communication Services: $35.8 Million
Consumer Cyclical: $33.1 Million
Healthcare: $25.2 Million
Consumer Defensive: $20.5 Million
Other: $23.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$124 Million 16.33% of portfolio
530,528
Q3 2024 Added 0.53%
$0
$74.1 Million 9.79% of portfolio
192,985
Q3 2024 Added 0.92%
$0
$71.6 Million 9.47% of portfolio
558,839
Q3 2024 Added 1.24%
$0
$43 Million 5.68% of portfolio
367,678
Q3 2024 Added 0.99%
$354B
$32.2 Million 4.25% of portfolio
264,764
Q3 2024 Added 9.34%
$3.11T
$20.2 Million 2.67% of portfolio
47,024
Q3 2024 Added 0.07%
$0
$20.2 Million 2.66% of portfolio
34,934
Q3 2024 Added 1.25%
$45.3B
$19.3 Million 2.55% of portfolio
112,372
Q1 2024 Reduced 5.19%
$0
$16 Million 2.11% of portfolio
882,202
Q3 2024 Added 0.81%
$1T
$15.9 Million 2.1% of portfolio
95,954
Q3 2024 Reduced 0.83%
$115B
$11.6 Million 1.54% of portfolio
34,052
Q3 2024 Added 0.1%
$0
$10.5 Million 1.39% of portfolio
196,423
Q3 2024 Added 908.33%
$1.27T
$10.2 Million 1.35% of portfolio
17,905
Q3 2024 Reduced 1.25%
$2.01T
$9.57 Million 1.26% of portfolio
51,334
Q3 2024 Added 3.24%
$507B
$8.88 Million 1.17% of portfolio
32,305
Q3 2024 Added 1.95%
$427B
$7.12 Million 0.94% of portfolio
8,033
Q3 2024 Reduced 0.69%
$0
$5.43 Million 0.72% of portfolio
113,457
Q3 2024 Reduced 1.35%
$0
$5.39 Million 0.71% of portfolio
11,036
Q3 2024 Added 6.32%
$0
$5.25 Million 0.69% of portfolio
9,140
Q3 2024 Added 22.16%
$58.8B
$5.06 Million 0.67% of portfolio
1,606
Q3 2024 Added 1.26%
$0
$4.98 Million 0.66% of portfolio
59,863
Q3 2024 Reduced 0.97%
$614B
$5.03 Million 0.66% of portfolio
10,932
Q3 2024 Added 0.09%
$201B
$4.6 Million 0.61% of portfolio
7,445
Q3 2024 Added 9.52%
$0
$4.63 Million 0.61% of portfolio
47,170
Q3 2024 Added 1.31%
$8.55B
$4.41 Million 0.58% of portfolio
24,657
Q3 2024 Reduced 0.91%
$0
$4.27 Million 0.56% of portfolio
41,027
Q3 2024 Reduced 0.18%
$518B
$4.22 Million 0.56% of portfolio
24,750
Q3 2024 Added 0.23%
$0
$4.05 Million 0.54% of portfolio
50,149
Q3 2024 Added 2.57%
$86.2B
$3.99 Million 0.53% of portfolio
16,395
Q3 2024 Added 5.79%
$25B
$3.95 Million 0.52% of portfolio
27,017
Q3 2024 Added 0.51%
$1.11T
$3.76 Million 0.5% of portfolio
14,352
Q3 2024 Reduced 6.9%
$142B
$3.78 Million 0.5% of portfolio
35,882
Q3 2024 Added 0.79%
$1.01T
$3.71 Million 0.49% of portfolio
22,215
Q3 2024 Reduced 2.28%
$430B
$3.66 Million 0.48% of portfolio
9,026
Q3 2024 Added 6.31%
$89B
$3.67 Million 0.48% of portfolio
22,829
Q3 2024 Added 2.35%
$149B
$3.44 Million 0.46% of portfolio
40,743
Q3 2024 Added 0.26%
$318B
$3.16 Million 0.42% of portfolio
21,464
Q3 2024 Reduced 1.02%
$0
$3.11 Million 0.41% of portfolio
148,060
Q3 2024 Reduced 2.87%
$115B
$3.07 Million 0.41% of portfolio
31,485
Q3 2024 Reduced 3.91%
$82.8B
$3.02 Million 0.4% of portfolio
15,470
Q3 2024 Added 15.21%
$89B
$2.96 Million 0.39% of portfolio
19,489
Q3 2024 Added 0.15%
$47.5B
$2.95 Million 0.39% of portfolio
12,391
Q3 2024 Added 3.22%
$245B
$2.82 Million 0.37% of portfolio
34,957
Q3 2024 Added 1.15%
$214B
$2.77 Million 0.37% of portfolio
3,096
Q3 2024 Added 6.28%
$313B
$2.8 Million 0.37% of portfolio
14,201
Q2 2024 Reduced 0.61%
$228B
$2.69 Million 0.36% of portfolio
25,806
Q3 2024 Added 2.83%
$146B
$2.68 Million 0.35% of portfolio
7,412
Q3 2024 Added 1.81%
$508B
$2.47 Million 0.33% of portfolio
21,041
Q3 2024 Added 2.38%
$154B
$2.39 Million 0.32% of portfolio
11,579
Q3 2024 Added 1.72%

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $757 Million
  • Prior Value $698 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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