Hcr Wealth Advisors Purchases in Q1 2025

Hcr Wealth Advisors

  • $759 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
68.3K
+ 156.06%
$50.48 - $51.04 $3.45M - $3.49M
112K $5.68M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
19.9K
+ 3.4%
$126.11 - $135.06 $2.51M - $2.68M
604K $77.9M
VRT
Vertiv Holdings CO

Industrials
22.2K
+ 917.83%
N/A
24.6K $2.13M
NRG
Nrg Energy, Inc.

Utilities
19.1K
+ 386.71%
$84.82 - $113.33 $1.62M - $2.16M
24K $2.29M
FPE
First Tr Pfd Secs & Income ETF

ETFs
76.2K
+ 8.95%
$17.53 - $17.87 $1.34M - $1.36M
927K $16.3M
GLD
Spdr Gold Trust

ETFs
926
+ 5.5%
$243.19 - $288.14 $225K - $267K
17.8K $5.12M
IEMG
Ishares Inc

ETFs
15.9K
+ 7.69%
N/A
223K $11.9M
ABBV
Abb Vie Inc.

Healthcare
56
+ 0.39%
$169.2 - $216.66 $9.48K - $12.1K
14.3K $2.99M
CVX
Chevron Corp

Energy
19
+ 0.09%
$146.71 - $167.97 $2.79K - $3.19K
20.1K $3.37M
ETN
Eaton Corp PLC

Industrials
2.03K
+ 117.53%
$271.83 - $371.23 $550K - $752K
3.75K $1.02M
PEG
Public Service Enterprise Group Inc

Utilities
3.82K
New
$78.2 - $90.39 $299K - $346K
3.82K $314K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
12.1K
New
$24.5 - $24.95 $295K - $301K
12.1K $298K
SYK
Stryker Corp

Healthcare
451
+ 5.91%
$355.18 - $399.9 $160K - $180K
8.08K $3.01M
AMGN
Amgen Inc

Healthcare
6
+ 0.13%
$258.59 - $327.36 $1.55K - $1.96K
4.75K $1.48M
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.06%
$117.15 - $158.79 $469 - $635
6.35K $1.01M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.36K
+ 11.4%
$100.32 - $100.76 $237K - $238K
23.1K $2.32M
ED
Consolidated Edison Inc

Utilities
2.2K
New
$88.0 - $110.59 $193K - $243K
2.2K $242K
VRSK
Verisk Analytics, Inc.

Industrials
743
New
$268.63 - $301.33 $200K - $224K
743 $221K
PLTR
Palantir Technologies Inc.

Technology
2.53K
New
$64.98 - $124.62 $164K - $315K
2.53K $213K
IAU
Ishares Gold Trust

ETFs
3.59K
New
$49.74 - $58.96 $179K - $212K
3.59K $211K
T
At&T Inc.

Communication Services
7.21K
New
$21.56 - $28.28 $156K - $204K
7.21K $203K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.19K
New
$27.01 - $28.54 $194K - $205K
7.19K $200K
XLU
Utilities Sector Spdr

ETFs
452
+ 0.9%
$74.7 - $80.27 $33.8K - $36.3K
50.9K $4.02M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.22K
+ 42.88%
$168.16 - $186.21 $205K - $227K
4.06K $692K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.01K
+ 3.19%
$48.65 - $53.06 $49.1K - $53.5K
32.6K $1.7M
MO
Altria Group, Inc.

Consumer Defensive
26
+ 0.12%
$50.81 - $60.02 $1.32K - $1.56K
21.3K $1.28M
IEFA
Ishares Tr

ETFs
663
+ 4.24%
$69.57 - $78.65 $46.1K - $52.1K
16.3K $1.23M
IBM
International Business Machines Corp

Technology
300
+ 17.11%
$217.4 - $264.74 $65.2K - $79.4K
2.05K $510K
GS
Goldman Sachs Group Inc

Financial Services
298
+ 19.36%
$524.81 - $672.19 $156K - $200K
1.84K $1M
VEA
Vanguard Ftse Developed Market

ETFs
685
+ 2.4%
$47.4 - $52.99 $32.5K - $36.3K
29.2K $1.48M
PH
Parker Hannifin Corp

Industrials
205
+ 32.7%
$591.65 - $707.05 $121K - $145K
832 $505K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.76K
+ 5.25%
$42.4 - $44.11 $74.8K - $77.8K
35.4K $1.55M
BX
Blackstone Inc.

Financial Services
1.44K
+ 48.33%
$136.53 - $186.74 $197K - $269K
4.43K $619K
SPY
Spdr S&P 500 ETF Trust

ETFs
604
+ 6.65%
$551.42 - $612.93 $333K - $370K
9.69K $5.42M
VZ
Verizon Communications Inc

Communication Services
605
+ 5.86%
$37.81 - $46.49 $22.9K - $28.1K
10.9K $495K
AFL
Aflac Inc

Financial Services
45
+ 0.48%
$100.99 - $111.19 $4.54K - $5K
9.33K $1.04M
PGR
Progressive Corp

Financial Services
8
+ 0.53%
$235.61 - $291.22 $1.88K - $2.33K
1.52K $429K
BND
Vanguard Bd Index Fd Inc Total

ETFs
432
+ 4.79%
$71.17 - $73.66 $30.7K - $31.8K
9.45K $693K
MCO
Moodys Corp

Financial Services
100
+ 16.61%
$437.8 - $527.48 $43.8K - $52.7K
702 $326K
PSX
Phillips 66

Energy
104
+ 3.99%
$113.93 - $131.55 $11.8K - $13.7K
2.71K $334K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3
+ 0.08%
$56.12 - $68.15 $168 - $204
3.92K $266K
ISRG
Intuitive Surgical Inc

Healthcare
119
+ 11.11%
$476.63 - $610.45 $56.7K - $72.6K
1.19K $589K
XLV
Select Sector Spdr Fund Health

ETFs
79
+ 3.58%
$137.61 - $149.68 $10.9K - $11.8K
2.29K $333K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
410
+ 5.65%
$507.05 - $563.67 $208K - $231K
7.67K $3.94M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
25
+ 0.47%
$68.32 - $75.06 $1.71K - $1.88K
5.33K $398K
IYR
Ishares Tr

ETFs
1
+ 0.02%
$89.49 - $98.98 $89.5 - $99
5.69K $545K
SCHP
Schwab Strategic Us Tips ETF

ETFs
17
+ 0.2%
$25.69 - $26.89 $437 - $457
8.42K $226K
CRM
Salesforce, Inc.

Technology
348
+ 25.91%
$268.36 - $359.95 $93.4K - $125K
1.69K $453K
FISV
Fiserv Inc

Technology
8
+ 0.81%
N/A
992 $124K
Activity Summary
Buys All Purchases 90 New Holdings 8 Increased Positions 82 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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