Hcr Wealth Advisors Purchases and Sells in Q2 2025

Hcr Wealth Advisors

$835 Million
Q2 2025

Top Buys

Incresed Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	5.7K + 2.74%	$329.49 - $438.4 $1.88M - $2.5M	213K $93.5M
NVDA	8.7K + 2.99%	$94.31 - $157.99 $820K - $1.37M	299K $47.3M
MSFT	74 + 0.16%	$354.56 - $497.45 $26.2K - $36.8K	46.9K $23.3M
VYM	21.5K + 3.56%	$114.78 - $133.31 $2.47M - $2.87M	626K $83.4M
META	858 + 4.68%	$484.66 - $738.09 $416K - $633K	19.2K $14.2M
IVV	1.68K + 4.39%	$498.8 - $620.9 $837K - $1.04M	39.9K $24.8M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COF	3.38K New	$150.57 - $212.76 $509K - $719K	3.38K $719K
SCHX	13.5K New	$19.6 - $24.44 $265K - $330K	13.5K $330K
BLOK	5.02K New	$32.56 - $57.11 $163K - $286K	5.02K $286K
VB	1.03K New	$193.73 - $237.37 $199K - $244K	1.03K $243K
CRWD	472 New	$321.63 - $509.31 $152K - $240K	472 $240K
ILCB	2.54K New	$68.63 - $85.78 $174K - $218K	2.54K $217K

Top Sells

Reduced Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CDZI	-563K - 91.99%	$2.37 - $3.25 $1.33M - $1.83M	49K $146K
TMO	-166 - 2.24%	$390.26 - $489.06 $64.8K - $81.2K	7.24K $2.93M
TFLO	-12.9K - 37.32%	$50.47 - $50.66 $649K - $651K	21.6K $1.09M
CVX	-6 - 0.03%	$133.73 - $168.51 $802 - $1.01K	20.1K $2.88M
UNH	-46 - 2.17%	$274.35 - $599.47 $12.6K - $27.6K	2.08K $647K
CLX	-1.97K - 29.31%	$118.01 - $148.69 $232K - $293K	4.75K $570K

Activity Summary All Purchases 99 New Holdings 15 Increased Positions 84 All Sells 90 Reductions 90 Sold out 0 Calls 0 Puts 0

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.