Hcr Wealth Advisors Incresed Positions in Q4 2024

Hcr Wealth Advisors

  • $789 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
7.91K
+ 4.1%
$378.79 - $428.11 $3M - $3.39M
201K $82.5M
NVDA
Nvidia Corp

Technology
4.13K
+ 1.56%
$117.0 - $148.88 $484K - $615K
269K $36.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
25.7K
+ 4.6%
$126.68 - $134.74 $3.26M - $3.47M
585K $74.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.75K
+ 188.74%
$521.84 - $558.82 $2.48M - $2.65M
7.26K $3.91M
GOOGL
Alphabet Inc.

Communication Services
86
+ 0.09%
$161.86 - $196.66 $13.9K - $16.9K
96K $18.2M
IVV
Ishares Core S&P 500 ETF

ETFs
2.52K
+ 7.21%
$570.51 - $610.59 $1.44M - $1.54M
37.5K $22M
V
Visa Inc.

Financial Services
130
+ 0.4%
$273.87 - $320.91 $35.6K - $41.7K
32.4K $10.3M
CDZI
Cadiz Inc

Utilities
72.1K
+ 15.81%
$2.92 - $5.2 $210K - $375K
528K $2.75M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.4K
+ 4.45%
$113.92 - $127.38 $1.86M - $2.08M
384K $44.2M
MS
Morgan Stanley

Financial Services
2.98K
+ 11.54%
$104.42 - $134.99 $311K - $402K
28.8K $3.62M
PANW
Palo Alto Networks Inc

Technology
34K
+ 99.92%
$181.96 - $405.9 $6.19M - $13.8M
68.1K $12.4M
AVGO
Broadcom Inc.

Technology
53
+ 0.43%
$159.67 - $250.0 $8.46K - $13.3K
12.3K $2.86M
GOOG
Alphabet Inc.

Communication Services
449
+ 2.02%
$163.08 - $198.16 $73.2K - $89K
22.7K $4.32M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.7K
+ 36.47%
$50.62 - $50.97 $592K - $596K
43.8K $2.22M
NOW
Service Now, Inc.

Technology
68
+ 2.2%
$867.18 - $1148.42 $59K - $78.1K
3.16K $3.35M
IEMG
Ishares Inc

ETFs
10.4K
+ 5.28%
N/A
207K $11.1M
META
Meta Platforms, Inc.

Communication Services
297
+ 1.66%
$554.08 - $632.68 $165K - $188K
18.2K $10.7M
DIS
Walt Disney CO

Communication Services
1.37K
+ 7.46%
$92.39 - $117.6 $126K - $161K
19.7K $2.19M
SCHG
Schwab Strategic Tr Us Large C

ETFs
124K
+ 301.76%
$25.93 - $105.3 $3.21M - $13M
165K $4.59M
PWR
Quanta Services, Inc.

Industrials
425
+ 7.48%
$296.05 - $346.6 $126K - $147K
6.11K $1.93M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.26K
+ 79.85%
$176.42 - $186.91 $222K - $236K
2.84K $505K
AZO
Autozone Inc

Consumer Cyclical
43
+ 2.68%
$2981.19 - $3370.27 $128K - $145K
1.65K $5.28M
URI
United Rentals, Inc.

Industrials
284
+ 97.26%
$704.44 - $880.32 $200K - $250K
576 $405K
XLF
Financial Sector Spdr

ETFs
3.08K
+ 54.54%
$44.89 - $51.34 $138K - $158K
8.73K $421K
GS
Goldman Sachs Group Inc

Financial Services
87
+ 5.99%
$486.1 - $608.57 $42.3K - $52.9K
1.54K $881K
MA
Mastercard Inc

Financial Services
68
+ 1.78%
$491.3 - $536.15 $33.4K - $36.5K
3.89K $2.05M
WFC
Wells Fargo & Company

Financial Services
9
+ 0.08%
$54.98 - $77.35 $495 - $696
11.4K $801K
IWF
Ishares Russell 1000 Gr ETF

ETFs
300
+ 43.67%
$370.24 - $418.94 $111K - $126K
987 $396K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
402
+ 17.58%
$172.07 - $207.36 $69.2K - $83.4K
2.69K $531K
NRG
Nrg Energy, Inc.

Utilities
1.36K
+ 38.12%
$85.3 - $101.61 $116K - $138K
4.93K $444K
CME
Cme Group Inc.

Financial Services
4
+ 0.04%
$221.17 - $246.02 $885 - $984
10.3K $2.38M
DFS
Discover Financial Services

Financial Services
1
+ 0.03%
$136.3 - $182.67 $136 - $183
3.26K $564K
VGT
Vanguard Information Technolog

ETFs
73
+ 4.18%
$571.78 - $647.97 $41.7K - $47.3K
1.82K $1.13M
VTI
Vanguard Total Stock Market Et

ETFs
204
+ 3.3%
$280.04 - $302.45 $57.1K - $61.7K
6.39K $1.85M
GLD
Spdr Gold Trust

ETFs
455
+ 2.78%
$236.59 - $257.5 $108K - $117K
16.9K $4.08M
ETN
Eaton Corp PLC

Industrials
262
+ 17.93%
$326.96 - $377.52 $85.7K - $98.9K
1.72K $571K
SYK
Stryker Corp

Healthcare
214
+ 2.89%
$345.14 - $392.15 $73.9K - $83.9K
7.63K $2.75M
BX
Blackstone Inc.

Financial Services
25
+ 0.84%
$148.45 - $199.05 $3.71K - $4.98K
2.99K $514K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.3K
+ 1.55%
$20.98 - $21.19 $48.2K - $48.7K
150K $3.17M
AXP
American Express CO

Financial Services
3
+ 0.14%
$267.35 - $305.57 $802 - $917
2.08K $616K
USB
Us Bancorp \De\

Financial Services
211
+ 1.06%
$43.98 - $53.66 $9.28K - $11.3K
20.1K $961K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
820
+ 17.22%
$56.06 - $61.35 $46K - $50.3K
5.58K $315K
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 0.19%
$471.27 - $550.62 $943 - $1.1K
1.07K $559K
MO
Altria Group, Inc.

Consumer Defensive
37
+ 0.17%
$49.06 - $57.74 $1.82K - $2.14K
21.2K $1.11M
SRE
Sempra Energy

Utilities
33
+ 0.52%
$80.81 - $94.77 $2.67K - $3.13K
6.37K $558K
JCI
Johnson Controls International PLC

Industrials
4
+ 0.02%
$74.23 - $86.6 $297 - $346
16.2K $1.28M
IWM
Ishares Russell 2000 ETF

ETFs
90
+ 1.88%
$216.13 - $242.4 $19.5K - $21.8K
4.89K $1.08M
SNAP
Snap Inc

Communication Services
934
+ 3.88%
$9.98 - $12.86 $9.32K - $12K
25K $269K
CHD
Church & Dwight CO Inc

Consumer Defensive
106
+ 0.91%
$99.11 - $112.25 $10.5K - $11.9K
11.8K $1.23M
Activity Summary
Buys All Purchases 107 New Holdings 12 Increased Positions 95 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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