Hcr Wealth Advisors Incresed Positions in Q1 2025

Hcr Wealth Advisors

  • $759 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CMF
Ishares California Muni Bond E

ETFs
41
+ 0.17%
$55.93 - $57.47 $2.29K - $2.36K
23.7K $1.34M
CARR
Carrier Global Corp

Industrials
1
+ 0.02%
$62.07 - $70.55 $62.1 - $70.6
4.48K $283K
PFF
Ishares Trust Ishares Pfd And

ETFs
105
+ 0.25%
$30.73 - $32.26 $3.23K - $3.39K
42.8K $1.32M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2
+ 0.02%
$23.16 - $27.04 $46.3 - $54.1
12.4K $290K
SNAP
Snap Inc

Communication Services
399
+ 1.59%
$8.37 - $12.57 $3.34K - $5.02K
25.4K $221K
MGM
Mgm Resorts International

Consumer Cyclical
83
+ 0.74%
$29.64 - $40.37 $2.46K - $3.35K
11.3K $335K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.04%
$92.45 - $106.69 $277 - $320
7.04K $653K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
95
+ 3.53%
$165.25 - $224.62 $15.7K - $21.3K
2.78K $462K
SRE
Sempra Energy

Utilities
27
+ 0.42%
$67.85 - $87.67 $1.83K - $2.37K
6.4K $456K
USB
Us Bancorp \De\

Financial Services
238
+ 1.18%
$40.92 - $50.9 $9.74K - $12.1K
20.3K $858K
BAC
Bank Of America Corp

Financial Services
14
+ 0.03%
$39.61 - $47.74 $555 - $668
53K $2.21M
MS
Morgan Stanley

Financial Services
852
+ 2.96%
$111.68 - $141.08 $95.2K - $120K
29.6K $3.46M
META
Meta Platforms, Inc.

Communication Services
146
+ 0.8%
$576.36 - $736.67 $84.1K - $108K
18.3K $10.6M
DELL
Dell Technologies Inc.

Technology
2.18K
+ 14.18%
$90.34 - $124.66 $197K - $271K
17.5K $1.6M
PWR
Quanta Services, Inc.

Industrials
683
+ 11.18%
$236.71 - $358.03 $162K - $245K
6.79K $1.73M
DIS
Walt Disney CO

Communication Services
35
+ 0.18%
$96.87 - $114.0 $3.39K - $3.99K
19.7K $1.95M
MRVL
Marvell Technology, Inc.

Technology
1K
+ 10.66%
$61.57 - $126.06 $61.6K - $126K
10.4K $638K
SCHG
Schwab Strategic Tr Us Large C

ETFs
989
+ 0.6%
$24.91 - $29.02 $24.6K - $28.7K
166K $4.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6
+ 0.06%
$468.34 - $539.52 $2.81K - $3.24K
10.7K $5.04M
ORCL
Oracle Corp

Technology
1.39K
+ 5.52%
$139.81 - $186.47 $194K - $258K
26.5K $3.7M
IVV
Ishares Core S&P 500 ETF

ETFs
789
+ 2.11%
$554.06 - $615.85 $437K - $486K
38.2K $21.5M
GOOG
Alphabet Inc.

Communication Services
446
+ 1.97%
$156.06 - $207.71 $69.6K - $92.6K
23.1K $3.61M
NOW
Service Now, Inc.

Technology
100
+ 3.16%
$783.83 - $1170.39 $78.4K - $117K
3.26K $2.6M
AVGO
Broadcom Inc.

Technology
196
+ 1.59%
$167.43 - $244.7 $32.8K - $48K
12.5K $2.1M
CDZI
Cadiz Inc

Utilities
83.8K
+ 15.86%
$2.93 - $5.45 $245K - $456K
612K $1.79M
AMZN
Amazon Com Inc

Consumer Cyclical
1.23K
+ 2.46%
$190.26 - $242.06 $234K - $298K
51.3K $9.77M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25.4K
+ 6.61%
$102.49 - $119.96 $2.6M - $3.04M
409K $42.8M
TSLA
Tesla, Inc.

Consumer Cyclical
798
+ 5.6%
$222.15 - $428.22 $177K - $342K
15.1K $3.9M
MSFT
Microsoft Corp

Technology
347
+ 0.75%
$375.39 - $447.2 $130K - $155K
46.8K $17.6M
NVDA
Nvidia Corp

Technology
21.8K
+ 8.1%
$106.98 - $149.43 $2.33M - $3.25M
291K $31.5M
VUG
Vanguard Growth ETF

ETFs
6.73K
+ 3.35%
$369.1 - $427.61 $2.48M - $2.88M
208K $77M
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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