Hcr Wealth Advisors Incresed Positions in Q3 2025

Hcr Wealth Advisors

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

Healthcare
1.68K
+ 14.14%
$141.13 - $159.19 $237K - $268K
13.6K $1.99M
AWR
American States Water CO

Utilities
2.26K
+ 19.66%
$71.48 - $77.99 $161K - $176K
13.7K $1.01M
V
Visa Inc.

Financial Services
1.64K
+ 5.15%
$332.09 - $358.86 $546K - $590K
33.6K $11.5M
NOW
Service Now, Inc.

Technology
514
+ 15.79%
$850.86 - $1044.69 $437K - $537K
3.77K $3.47M
PPA
Invesco Exchange Traded Fd Tr

ETFs
650
+ 44.07%
$139.82 - $155.45 $90.9K - $101K
2.13K $330K
VHT
Vanguard Health Care ETF

ETFs
391
+ 20.76%
$239.12 - $259.95 $93.5K - $102K
2.27K $584K
EEM
Ishares Msci Emerging Markets

ETFs
1.36K
+ 19.34%
$48.07 - $53.4 $65.5K - $72.7K
8.4K $448K
AWK
American Water Works Company, Inc.

Utilities
738
+ 2.92%
$135.05 - $147.0 $99.7K - $108K
26K $3.62M
SCHW
Schwab Charles Corp

Financial Services
495
+ 3.79%
$91.03 - $98.69 $45.1K - $48.9K
13.5K $1.29M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.22K
+ 10.01%
$72.57 - $74.66 $88.8K - $91.4K
13.5K $1M
IVW
Ishares S&P 500 Growth ETF

ETFs
14
+ 0.2%
$108.97 - $121.65 $1.53K - $1.7K
7.04K $849K
UNH
Unitedhealth Group Inc

Healthcare
10
+ 0.48%
$237.77 - $353.61 $2.38K - $3.54K
2.09K $720K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
660
+ 2.95%
$100.16 - $100.7 $66.1K - $66.5K
23K $2.31M
AFL
Aflac Inc

Financial Services
44
+ 0.47%
$98.09 - $111.7 $4.32K - $4.91K
9.42K $1.05M
AMZN
Amazon Com Inc

Consumer Cyclical
246
+ 0.47%
$211.65 - $238.24 $52.1K - $58.6K
52.6K $11.5M
FCX
Freeport Mcmoran Inc

Basic Materials
4.76K
+ 15.5%
$35.34 - $47.21 $168K - $225K
35.4K $1.39M
MRK
Merck & Co., Inc.

Healthcare
484
+ 12.08%
$77.6 - $87.37 $37.6K - $42.3K
4.49K $376K
ASML
Asml Holding Nv

Technology
1
+ 0.29%
$689.63 - $968.09 $690 - $968
345 $333K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
613
+ 1.14%
$82.38 - $83.0 $50.5K - $50.9K
54.3K $4.51M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
732
+ 2.07%
$43.36 - $44.8 $31.7K - $32.8K
36.1K $1.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
586
+ 7.38%
$78.11 - $79.01 $45.8K - $46.3K
8.53K $673K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.13K
+ 17.76%
$31.79 - $33.42 $35.8K - $37.6K
7.47K $249K
NKE
Nike, Inc.

Consumer Cyclical
802
+ 9.66%
$69.24 - $79.24 $55.5K - $63.6K
9.1K $634K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.62K
+ 25.7%
$131.78 - $176.09 $214K - $286K
7.94K $1.07M
XLE
Energy Sector Spdr

ETFs
26
+ 0.27%
$84.25 - $90.52 $2.19K - $2.35K
9.72K $860K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
475
+ 10.15%
$55.15 - $58.11 $26.2K - $27.6K
5.16K $295K
QUAL
Ishares Msci Usa Quality Facto

ETFs
31
+ 0.8%
$182.33 - $191.57 $5.65K - $5.94K
3.92K $747K
NRG
Nrg Energy, Inc.

Utilities
16
+ 0.07%
$144.77 - $173.91 $2.32K - $2.78K
22.5K $3.65M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
815
+ 10.27%
$26.38 - $27.95 $21.5K - $22.8K
8.75K $240K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2
+ 0.02%
$25.29 - $27.95 $50.6 - $55.9
12.4K $343K
XLF
Financial Sector Spdr

ETFs
327
+ 3.98%
$51.37 - $54.06 $16.8K - $17.7K
8.55K $459K
EFA
Ishares Tr Msci Eafe ETF

ETFs
12
+ 0.22%
$87.29 - $93.61 $1.05K - $1.12K
5.59K $522K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
22
+ 0.87%
$126.64 - $133.99 $2.79K - $2.95K
2.55K $340K
PEP
Pepsico Inc

Consumer Defensive
7
+ 0.32%
$133.81 - $152.16 $937 - $1.07K
2.2K $308K
QCOM
Qualcomm Inc

Technology
27
+ 2.08%
$145.84 - $173.55 $3.94K - $4.69K
1.33K $220K
ISRG
Intuitive Surgical Inc

Healthcare
301
+ 23.95%
$433.66 - $544.47 $131K - $164K
1.56K $696K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
72
+ 0.15%
$42.75 - $43.27 $3.08K - $3.12K
48.9K $2.11M
Ge Vernova Inc
125
+ 14.35%
N/A
996 $0
Amplify Cybersecurity ETF
100
+ 1.35%
N/A
7.5K $0
I Shares Bitcoin ETF
337
+ 0.95%
N/A
35.8K $0
Mobix Labs Inc Class A
20K
+ 200.0%
N/A
30K $0
Black Rock Flexible Income ETF
28.6K
+ 21.28%
N/A
163K $0
SNPS
Synopsys Inc

Technology
9
+ 1.69%
$387.78 - $645.35 $3.49K - $5.81K
543 $267K
CL
Colgate Palmolive CO

Consumer Defensive
194
+ 7.43%
$79.36 - $93.33 $15.4K - $18.1K
2.81K $224K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.05%
$60.9 - $70.75 $122 - $142
3.91K $244K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.08%
$625.65 - $812.69 $626 - $813
1.25K $956K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
392
+ 1.21%
$46.51 - $50.07 $18.2K - $19.6K
32.8K $1.54M
CARR
Carrier Global Corp

Industrials
193
+ 4.31%
$58.75 - $80.73 $11.3K - $15.6K
4.67K $278K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.59K
+ 7.17%
$167.28 - $188.45 $267K - $300K
23.8K $4.01M
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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