Hcr Wealth Advisors Purchases in Q3 2024

Hcr Wealth Advisors

  • $757 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.74K
New
$111.9 - $124.28 $194K - $216K
1.74K $214K
AFL
Aflac Inc

Financial Services
39
+ 0.42%
$88.52 - $111.8 $3.45K - $4.36K
9.24K $1.03M
CMCSA
Comcast Corp

Communication Services
5.04K
New
$37.33 - $41.78 $188K - $210K
5.04K $210K
PEG
Public Service Enterprise Group Inc

Utilities
2.32K
New
$73.58 - $89.21 $171K - $207K
2.32K $206K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.41K
New
$79.29 - $84.02 $191K - $203K
2.41K $202K
UNH
Unitedhealth Group Inc

Healthcare
61
+ 2.77%
$488.01 - $604.18 $29.8K - $36.9K
2.27K $1.32M
SYK
Stryker Corp

Healthcare
132
+ 1.81%
$315.94 - $371.96 $41.7K - $49.1K
7.41K $2.68M
ILCB
Ishares Morningstar U.S. Equit

ETFs
2.54K
New
$71.38 - $79.23 $181K - $201K
2.54K $200K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.37K
New
$77.02 - $85.06 $182K - $201K
2.37K $199K
RTX
Raytheon Technologies Corp

Industrials
896
+ 20.85%
$99.55 - $123.34 $89.2K - $111K
5.19K $629K
IEFA
Ishares Tr

ETFs
1.4K
+ 9.35%
$70.09 - $78.74 $97.9K - $110K
16.3K $1.27M
NFLX
Netflix Inc

Communication Services
116
+ 3.89%
$598.55 - $722.26 $69.4K - $83.8K
3.1K $2.2M
INTU
Intuit Inc

Technology
350
+ 36.61%
$602.97 - $670.49 $211K - $235K
1.31K $811K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.58K
+ 12.56%
$50.52 - $50.95 $181K - $182K
32.1K $1.63M
CLX
Clorox CO

Consumer Defensive
8
+ 0.12%
$131.73 - $166.97 $1.05K - $1.34K
6.8K $1.11M
NVO
Novo Nordisk A S

Healthcare
3.23K
+ 36.98%
$119.07 - $145.42 $384K - $469K
12K $1.42M
ETN
Eaton Corp PLC

Industrials
442
+ 43.38%
$272.52 - $333.02 $120K - $147K
1.46K $484K
TJX
Tjx Companies Inc

Consumer Cyclical
1.25K
+ 64.5%
$107.93 - $120.23 $135K - $150K
3.19K $374K
PG
Procter & Gamble CO

Consumer Defensive
353
+ 3.65%
$160.76 - $177.82 $56.7K - $62.8K
10K $1.74M
IWM
Ishares Russell 2000 ETF

ETFs
255
+ 5.61%
$200.87 - $224.6 $51.2K - $57.3K
4.8K $1.06M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.6K
+ 63.41%
$49.83 - $62.75 $130K - $163K
6.7K $386K
VEA
Vanguard Ftse Developed Market

ETFs
845
+ 3.35%
$47.6 - $53.31 $40.2K - $45K
26.1K $1.38M
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.11%
$101.25 - $127.45 $709 - $892
6.33K $767K
AWR
American States Water CO

Utilities
19
+ 0.16%
$71.55 - $85.38 $1.36K - $1.62K
11.6K $963K
USB
Us Bancorp \De\

Financial Services
102
+ 0.52%
$39.04 - $47.23 $3.98K - $4.82K
19.9K $909K
FCX
Freeport Mcmoran Inc

Basic Materials
1.65K
+ 5.76%
$39.52 - $51.92 $65K - $85.5K
30.2K $1.51M
PANW
Palo Alto Networks Inc

Technology
34
+ 0.1%
$294.18 - $368.01 $10K - $12.5K
34.1K $11.6M
DELL
Dell Technologies Inc.

Technology
2.84K
+ 23.54%
$87.89 - $145.97 $250K - $415K
14.9K $1.77M
XOM
Exxon Mobil Corp

Energy
489
+ 2.38%
$109.72 - $119.0 $53.7K - $58.2K
21K $2.47M
GE
General Electric CO

Industrials
16
+ 0.5%
$156.66 - $189.66 $2.51K - $3.03K
3.22K $606K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
960
+ 4.47%
$100.09 - $100.69 $96.1K - $96.7K
22.4K $2.26M
BAC
Bank Of America Corp

Financial Services
2.56K
+ 4.77%
$36.65 - $44.13 $93.8K - $113K
56.2K $2.23M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.27K
+ 25.77%
$46.9 - $51.96 $59.5K - $65.9K
6.19K $318K
PEP
Pepsico Inc

Consumer Defensive
380
+ 16.98%
$161.9 - $179.3 $61.5K - $68.1K
2.62K $445K
ACN
Accenture PLC

Technology
65
+ 7.36%
$295.44 - $355.81 $19.2K - $23.1K
948 $335K
MKC
Mccormick & CO Inc

Consumer Defensive
81
+ 1.51%
$69.44 - $84.76 $5.62K - $6.87K
5.45K $448K
XLE
Energy Sector Spdr

ETFs
1.11K
+ 10.53%
$84.35 - $93.39 $93.5K - $104K
11.6K $1.02M
VZ
Verizon Communications Inc

Communication Services
615
+ 6.53%
$38.89 - $45.0 $23.9K - $27.7K
10K $450K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
820
+ 20.8%
$53.41 - $57.9 $43.8K - $47.5K
4.76K $275K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
80
+ 0.65%
$114.73 - $120.23 $9.18K - $9.62K
12.4K $1.48M
IYF
Ishares Tr

ETFs
195
+ 4.96%
$93.83 - $105.05 $18.3K - $20.5K
4.12K $428K
CMF
Ishares California Muni Bond E

ETFs
493
+ 2.16%
$56.65 - $58.17 $27.9K - $28.7K
23.4K $1.36M
DHR
Danaher Corp

Healthcare
110
+ 13.37%
$239.25 - $280.76 $26.3K - $30.9K
933 $259K
CRM
Salesforce, Inc.

Technology
120
+ 9.69%
$238.42 - $276.53 $28.6K - $33.2K
1.36K $371K
LQD
Ishares Iboxx $ Investment Gra

ETFs
196
+ 3.93%
$106.11 - $113.72 $20.8K - $22.3K
5.19K $585K
BND
Vanguard Bd Index Fd Inc Total

ETFs
315
+ 3.75%
$71.45 - $75.64 $22.5K - $23.8K
8.72K $655K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
210
+ 4.12%
$64.57 - $71.76 $13.6K - $15.1K
5.31K $380K
QUAL
Ishares Msci Usa Quality Facto

ETFs
205
+ 14.93%
$162.64 - $179.3 $33.3K - $36.8K
1.58K $282K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.09%
$523.84 - $572.02 $524 - $572
1.08K $614K
Activity Summary
Buys All Purchases 126 New Holdings 15 Increased Positions 111 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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