Hcr Wealth Advisors Reduced Holdings in Q1 2025

Hcr Wealth Advisors

  • $759 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.1K
- 0.4%
$209.68 - $247.1 $441K - $519K
528K $117M
GOOGL
Alphabet Inc.

Communication Services
-1.29K
- 1.35%
$154.33 - $206.19 $199K - $266K
94.7K $14.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-36.2K
- 88.4%
$85.29 - $92.57 $3.09M - $3.35M
4.75K $432K
MRK
Merck & Co., Inc.

Healthcare
-13.6K
- 69.25%
$83.01 - $101.02 $1.13M - $1.38M
6.06K $543K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.37K
- 17.04%
$161.05 - $222.93 $221K - $306K
6.67K $1.22M
IEF
Ishares Barclays

ETFs
-4.7K
- 25.38%
$91.17 - $95.39 $428K - $448K
13.8K $1.32M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.51K
- 7.75%
$81.83 - $82.73 $369K - $373K
53.7K $4.44M
FDX
Fedex Corp

Industrials
-356
- 5.95%
$230.33 - $281.53 $82K - $100K
5.63K $1.37M
HD
Home Depot, Inc.

Consumer Cyclical
-210
- 2.3%
$347.25 - $424.87 $72.9K - $89.2K
8.91K $3.27M
TFLO
Ishares Treasury Floating Rate

ETFs
-5.18K
- 13.06%
$50.48 - $50.68 $261K - $262K
34.4K $1.74M
ADBE
Adobe Inc.

Technology
-51
- 1.5%
$377.84 - $464.11 $19.3K - $23.7K
3.34K $1.28M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-98
- 1.31%
$497.6 - $606.74 $48.8K - $59.5K
7.4K $3.68M
HON
Honeywell International Inc

Industrials
-269
- 2.37%
$202.75 - $226.52 $54.5K - $60.9K
11.1K $2.35M
ZTS
Zoetis Inc.

Healthcare
-1.39K
- 9.95%
$156.48 - $175.67 $217K - $243K
12.6K $2.07M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.93K
- 15.99%
$114.57 - $118.14 $221K - $227K
10.1K $1.19M
IYW
Ishares Dj Us Tech ETF

ETFs
-125
- 1.34%
$140.44 - $166.79 $17.6K - $20.8K
9.23K $1.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.15K
- 30.91%
$91.45 - $91.75 $197K - $197K
4.81K $440K
CAT
Caterpillar Inc

Industrials
-16
- 0.42%
$326.75 - $407.63 $5.23K - $6.52K
3.78K $1.25M
CLX
Clorox CO

Consumer Defensive
-148
- 2.15%
$141.76 - $162.89 $21K - $24.1K
6.72K $989K
NXST
Nexstar Media Group, Inc.

Communication Services
-1.25K
- 25.0%
$146.34 - $182.75 $183K - $228K
3.75K $672K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
-5K
- 27.78%
$21.89 - $22.65 $109K - $113K
13K $284K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.05K
- 20.56%
$47.79 - $59.89 $50.2K - $62.9K
4.06K $203K
NKE
Nike, Inc.

Consumer Cyclical
-50
- 0.62%
$63.29 - $81.72 $3.16K - $4.09K
7.96K $505K
WMT
Walmart Inc.

Consumer Defensive
-130
- 0.37%
$84.5 - $105.05 $11K - $13.7K
34.7K $3.04M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.81K
- 1.2%
$20.7 - $21.15 $37.4K - $38.2K
149K $3.08M
AMD
Advanced Micro Devices Inc

Technology
-220
- 6.16%
$96.63 - $129.55 $21.3K - $28.5K
3.35K $344K
LMT
Lockheed Martin Corp

Industrials
-100
- 9.17%
$423.19 - $506.29 $42.3K - $50.6K
990 $442K
INTU
Intuit Inc

Technology
-103
- 7.87%
$555.63 - $630.23 $57.2K - $64.9K
1.21K $739K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.11K
- 19.86%
$53.6 - $58.97 $59.4K - $65.4K
4.47K $244K
VHT
Vanguard Health Care ETF

ETFs
-372
- 14.19%
$254.06 - $273.83 $94.5K - $102K
2.25K $595K
PEP
Pepsico Inc

Consumer Defensive
-415
- 15.85%
$142.64 - $156.42 $59.2K - $64.9K
2.2K $330K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-140
- 8.05%
$408.78 - $448.82 $57.2K - $62.8K
1.6K $671K
TJX
Tjx Companies Inc

Consumer Cyclical
-543
- 17.0%
$112.81 - $126.16 $61.3K - $68.5K
2.65K $323K
AXP
American Express CO

Financial Services
-4
- 0.19%
$255.39 - $325.87 $1.02K - $1.3K
2.07K $558K
RKT
Rocket Companies, Inc.

Financial Services
-9.94K
- 13.02%
$10.28 - $15.77 $102K - $157K
66.4K $801K
LHX
L3 Harris Technologies, Inc.

Industrials
-210
- 1.7%
$194.65 - $222.86 $40.9K - $46.8K
12.1K $2.54M
URI
United Rentals, Inc.

Industrials
-1
- 0.17%
$594.17 - $789.56 $594 - $790
575 $360K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-11
- 1.11%
$360.07 - $417.26 $3.96K - $4.59K
976 $352K
UPS
United Parcel Service Inc

Industrials
-2
- 0.08%
$109.66 - $136.26 $219 - $273
2.63K $288K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-4
- 0.37%
$522.96 - $601.18 $2.09K - $2.4K
1.08K $573K
NEE
Nextera Energy Inc

Utilities
-62
- 0.15%
$66.96 - $76.16 $4.15K - $4.72K
40.4K $2.86M
ACN
Accenture PLC

Technology
-6
- 0.8%
$300.91 - $398.25 $1.81K - $2.39K
747 $233K
TT
Trane Technologies PLC

Industrials
-6
- 0.85%
$332.0 - $400.86 $1.99K - $2.41K
697 $234K
FCX
Freeport Mcmoran Inc

Basic Materials
-414
- 1.35%
$34.5 - $43.01 $14.3K - $17.8K
30.3K $1.15M
CSX
Csx Corp

Industrials
-30
- 0.4%
$29.11 - $33.67 $873 - $1.01K
7.43K $218K
DFS
Discover Financial Services

Financial Services
-62
- 1.9%
$152.99 - $203.25 $9.49K - $12.6K
3.2K $545K
IYF
Ishares Tr

ETFs
-215
- 5.58%
$107.69 - $119.37 $23.2K - $25.7K
3.64K $410K
DVY
Ishares Tr

ETFs
-150
- 4.26%
$128.58 - $138.1 $19.3K - $20.7K
3.37K $452K
XLP
Consumer Staples Sector Spdr

ETFs
-58
- 2.03%
N/A
2.81K $213K
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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