Hcr Wealth Advisors Incresed Positions in Q3 2025

Hcr Wealth Advisors

  • $940 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
7.42K
+ 1.4%
$202.38 - $256.87 $1.5M - $1.91M
537K $137M
VUG
Vanguard Growth ETF

ETFs
3.64K
+ 1.71%
$433.97 - $471.51 $1.58M - $1.72M
217K $102M
NVDA
Nvidia Corp

Technology
747
+ 0.25%
$153.3 - $186.58 $115K - $139K
300K $56M
GOOGL
Alphabet Inc.

Communication Services
2.48K
+ 2.62%
$174.36 - $254.72 $433K - $633K
97.4K $23.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12K
+ 1.92%
$132.9 - $142.03 $1.6M - $1.71M
638K $90.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.9K
+ 4.02%
$108.46 - $120.63 $1.83M - $2.03M
436K $51.8M
AVGO
Broadcom Inc.

Technology
14.3K
+ 111.03%
$264.74 - $369.57 $3.78M - $5.27M
27.1K $8.94M
IVV
Ishares Core S&P 500 ETF

ETFs
1.42K
+ 3.55%
$620.67 - $670.08 $879K - $950K
41.3K $27.7M
GOOG
Alphabet Inc.

Communication Services
1.13K
+ 4.77%
$175.16 - $255.24 $199K - $289K
24.9K $6.07M
FPE
First Tr Pfd Secs & Income ETF

ETFs
44.9K
+ 4.71%
$17.81 - $18.39 $799K - $825K
998K $18.2M
JPM
Jpmorgan Chase & CO

Financial Services
871
+ 2.92%
$282.78 - $316.06 $246K - $275K
30.7K $9.67M
LHX
L3 Harris Technologies, Inc.

Industrials
1.04K
+ 8.44%
$252.18 - $305.41 $261K - $316K
13.3K $4.07M
AZO
Autozone Inc

Consumer Cyclical
25
+ 1.66%
$3649.42 - $4354.54 $91.2K - $109K
1.53K $6.56M
GLD
Spdr Gold Trust

ETFs
58
+ 0.32%
$300.96 - $355.47 $17.5K - $20.6K
18.3K $6.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
735
+ 10.16%
$404.94 - $499.99 $298K - $367K
7.97K $3.87M
QQQ
Invesco Qqq Trust, Series 1

ETFs
595
+ 5.58%
$546.99 - $602.2 $325K - $358K
11.3K $6.76M
CAT
Caterpillar Inc

Industrials
1K
+ 25.14%
$390.92 - $477.15 $391K - $477K
4.98K $2.38M
IEMG
Ishares Inc

ETFs
14.7K
+ 6.26%
N/A
249K $13.4M
DELL
Dell Technologies Inc.

Technology
2.49K
+ 14.43%
$120.96 - $141.77 $301K - $353K
19.7K $2.8M
AN
Autonation, Inc.

Consumer Cyclical
631
+ 2.55%
$189.27 - $227.18 $119K - $143K
25.3K $5.54M
MS
Morgan Stanley

Financial Services
570
+ 1.92%
$139.09 - $161.16 $79.3K - $91.9K
30.3K $4.81M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
24.4K
+ 81.83%
$24.73 - $25.29 $603K - $617K
54.2K $1.37M
JNJ
Johnson & Johnson

Healthcare
1.34K
+ 13.03%
$155.17 - $185.42 $208K - $249K
11.6K $2.16M
RTX
Raytheon Technologies Corp

Industrials
2.83K
+ 58.2%
$144.19 - $167.33 $408K - $473K
7.69K $1.29M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
296
+ 3.91%
$567.77 - $614.76 $168K - $182K
7.86K $4.81M
PWR
Quanta Services, Inc.

Industrials
566
+ 7.5%
$372.29 - $421.68 $211K - $239K
8.12K $3.36M
URI
United Rentals, Inc.

Industrials
291
+ 42.86%
$774.14 - $975.23 $225K - $284K
970 $926K
ETN
Eaton Corp PLC

Industrials
867
+ 16.58%
$342.99 - $392.76 $297K - $341K
6.1K $2.28M
RKT
Rocket Companies, Inc.

Financial Services
2.56K
+ 3.87%
$13.31 - $21.16 $34.1K - $54.3K
68.8K $1.33M
SCHG
Schwab Strategic Tr Us Large C

ETFs
886
+ 0.54%
$28.92 - $31.43 $25.6K - $27.8K
166K $5.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.7K
+ 101.2%
$24.46 - $26.07 $335K - $357K
27.2K $708K
VTI
Vanguard Total Stock Market Et

ETFs
715
+ 10.32%
$303.93 - $324.78 $217K - $232K
7.64K $2.48M
PLTR
Palantir Technologies Inc.

Technology
996
+ 31.84%
$130.68 - $186.97 $130K - $186K
4.12K $752K
PANW
Palo Alto Networks Inc

Technology
1.9K
+ 2.79%
$167.06 - $208.19 $317K - $396K
70K $14.2M
COP
Conocophillips

Energy
1.43K
+ 3.9%
$91.0 - $98.99 $130K - $141K
37.9K $3.59M
LMT
Lockheed Martin Corp

Industrials
500
+ 50.51%
$410.74 - $499.21 $205K - $250K
1.49K $743K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.1K
+ 20.36%
$117.65 - $120.08 $247K - $252K
12.4K $1.49M
BX
Blackstone Inc.

Financial Services
776
+ 13.08%
$152.77 - $188.68 $119K - $146K
6.71K $1.15M
CVX
Chevron Corp

Energy
38
+ 0.19%
$145.57 - $161.83 $5.53K - $6.15K
20.2K $3.13M
BAC
Bank Of America Corp

Financial Services
19
+ 0.04%
$44.92 - $52.42 $853 - $996
53K $2.73M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
9.86K
+ 6.51%
$20.84 - $21.03 $205K - $207K
161K $3.38M
CDZI
Cadiz Inc

Utilities
25.9K
+ 52.8%
$2.9 - $4.75 $75K - $123K
74.9K $342K
WMT
Walmart Inc.

Consumer Defensive
80
+ 0.23%
$94.4 - $104.27 $7.55K - $8.34K
34.7K $3.58M
XOM
Exxon Mobil Corp

Energy
704
+ 3.4%
$105.83 - $117.22 $74.5K - $82.5K
21.4K $2.42M
META
Meta Platforms, Inc.

Communication Services
321
+ 1.67%
$695.21 - $791.73 $223K - $254K
19.5K $14.3M
PSX
Phillips 66

Energy
871
+ 33.4%
$118.37 - $139.46 $103K - $121K
3.48K $473K
VEA
Vanguard Ftse Developed Market

ETFs
1.09K
+ 3.61%
$56.02 - $60.07 $60.8K - $65.2K
31.1K $1.86M
VRT
Vertiv Holdings CO

Industrials
1.59K
+ 5.15%
N/A
32.6K $2.82M
VGT
Vanguard Information Technolog

ETFs
44
+ 2.42%
$656.44 - $719.57 $28.9K - $31.7K
1.86K $1.34M
Activity Summary
Buys All Purchases 123 New Holdings 16 Increased Positions 107 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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