Hcr Wealth Advisors Purchases and Sells in Q1 2025

Hcr Wealth Advisors

$759 Million
Q1 2025

Top Buys

Incresed Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	68.3K + 156.06%	$50.48 - $51.04 $3.45M - $3.49M	112K $5.68M
VYM	19.9K + 3.4%	$126.11 - $135.06 $2.51M - $2.68M	604K $77.9M
VRT	22.2K + 917.83%	N/A	24.6K $2.13M
NRG	19.1K + 386.71%	$84.82 - $113.33 $1.62M - $2.16M	24K $2.29M
FPE	76.2K + 8.95%	$17.53 - $17.87 $1.34M - $1.36M	927K $16.3M
GLD	926 + 5.5%	$243.19 - $288.14 $225K - $267K	17.8K $5.12M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PEG	3.82K New	$78.2 - $90.39 $299K - $346K	3.82K $314K
UCON	12.1K New	$24.5 - $24.95 $295K - $301K	12.1K $298K
ED	2.2K New	$88.0 - $110.59 $193K - $243K	2.2K $242K
VRSK	743 New	$268.63 - $301.33 $200K - $224K	743 $221K
PLTR	2.53K New	$64.98 - $124.62 $164K - $315K	2.53K $213K
IAU	3.59K New	$49.74 - $58.96 $179K - $212K	3.59K $211K

Top Sells

Reduced Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-2.1K - 0.4%	$209.68 - $247.1 $441K - $519K	528K $117M
GOOGL	-1.29K - 1.35%	$154.33 - $206.19 $199K - $266K	94.7K $14.7M
TLT	-36.2K - 88.4%	$85.29 - $92.57 $3.09M - $3.35M	4.75K $432K
MRK	-13.6K - 69.25%	$83.01 - $101.02 $1.13M - $1.38M	6.06K $543K
STZ	-1.37K - 17.04%	$161.05 - $222.93 $221K - $306K	6.67K $1.22M
IEF	-4.7K - 25.38%	$91.17 - $95.39 $428K - $448K	13.8K $1.32M

Activity Summary All Purchases 90 New Holdings 8 Increased Positions 82 All Sells 96 Reductions 96 Sold out 0 Calls 0 Puts 0

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