Hcr Wealth Advisors Reduced Holdings in Q3 2024

Hcr Wealth Advisors

  • $757 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
-114K
- 96.43%
$51.58 - $53.79 $5.9M - $6.15M
4.24K $227K
GOOGL
Alphabet Inc.

Communication Services
-802
- 0.83%
$148.65 - $191.18 $119K - $153K
96K $15.9M
DE
Deere & CO

Industrials
-2.41K
- 79.45%
$344.84 - $418.0 $831K - $1.01M
623 $259K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-10.3K
- 36.54%
$42.59 - $60.56 $438K - $623K
17.9K $901K
MGM
Mgm Resorts International

Consumer Cyclical
-9.5K
- 45.82%
$34.07 - $46.78 $324K - $444K
11.2K $439K
GOOG
Alphabet Inc.

Communication Services
-518
- 2.28%
$149.54 - $192.66 $77.5K - $99.8K
22.2K $3.71M
IBB
Ishares Biotechnology ETF

ETFs
-2.75K
- 20.42%
$135.09 - $149.47 $371K - $411K
10.7K $1.56M
CVX
Chevron Corp

Energy
-222
- 1.02%
$137.88 - $161.97 $30.6K - $36K
21.5K $3.16M
FDX
Fedex Corp

Industrials
-103
- 1.65%
$254.64 - $313.52 $26.2K - $32.3K
6.14K $1.68M
TFLO
Ishares Treasury Floating Rate

ETFs
-3.63K
- 8.21%
$50.42 - $50.66 $183K - $184K
40.5K $2.05M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-4.93K
- 11.7%
$42.87 - $45.76 $211K - $226K
37.2K $1.68M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.13K
- 11.97%
$91.42 - $91.82 $103K - $104K
8.31K $762K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-4.38K
- 2.87%
$20.69 - $21.17 $90.6K - $92.7K
148K $3.11M
BX
Blackstone Inc.

Financial Services
-1.44K
- 32.69%
$120.77 - $159.66 $174K - $230K
2.96K $453K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-504
- 18.06%
$147.95 - $191.05 $74.6K - $96.3K
2.29K $397K
LLY
Eli Lilly & CO

Healthcare
-30
- 2.06%
$772.14 - $960.02 $23.2K - $28.8K
1.43K $1.26M
XLK
Technology Sector Spdr

ETFs
-210
- 4.17%
$197.34 - $237.68 $41.4K - $49.9K
4.83K $1.09M
NRG
Nrg Energy, Inc.

Utilities
-1.03K
- 22.32%
$68.89 - $91.22 $70.6K - $93.5K
3.57K $324K
PSX
Phillips 66

Energy
-27
- 1.03%
$125.0 - $147.17 $3.38K - $3.97K
2.6K $342K
BLK
Black Rock Inc.

Financial Services
-63
- 21.8%
$782.27 - $949.51 $49.3K - $59.8K
226 $214K
AMD
Advanced Micro Devices Inc

Technology
-53
- 1.58%
$128.67 - $183.96 $6.82K - $9.75K
3.3K $540K
CI
Cigna Corp

Healthcare
-10
- 1.22%
$319.12 - $367.1 $3.19K - $3.67K
812 $281K
ITA
Ishares Tr

ETFs
-222
- 8.75%
$131.58 - $149.64 $29.2K - $33.2K
2.31K $346K
XLF
Financial Sector Spdr

ETFs
-218
- 3.72%
$40.84 - $45.74 $8.9K - $9.97K
5.65K $255K
VHT
Vanguard Health Care ETF

ETFs
-90
- 3.57%
$261.88 - $288.1 $23.6K - $25.9K
2.43K $686K
AMGN
Amgen Inc

Healthcare
-19
- 0.4%
$309.38 - $337.38 $5.88K - $6.41K
4.74K $1.53M
NOC
Northrop Grumman Corp

Industrials
-14
- 2.65%
$423.73 - $533.14 $5.93K - $7.46K
514 $271K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-586
- 0.97%
$81.31 - $83.29 $47.6K - $48.8K
59.9K $4.98M
GS
Goldman Sachs Group Inc

Financial Services
-40
- 2.68%
$459.02 - $510.25 $18.4K - $20.4K
1.45K $718K
CARR
Carrier Global Corp

Industrials
-1.07K
- 14.22%
$61.9 - $80.88 $66.5K - $86.9K
6.48K $521K
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 0.09%
$416.14 - $494.01 $416 - $494
1.07K $525K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-71
- 0.73%
$33.89 - $41.64 $2.41K - $2.96K
9.61K $382K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-40
- 0.08%
$41.95 - $43.42 $1.68K - $1.74K
50K $2.17M
PFF
Ishares Trust Ishares Pfd And

ETFs
-220
- 0.52%
$31.18 - $33.5 $6.86K - $7.37K
41.9K $1.39M
KO
Coca Cola CO

Consumer Defensive
-265
- 2.61%
$62.69 - $73.01 $16.6K - $19.3K
9.88K $710K
NKE
Nike, Inc.

Consumer Cyclical
-454
- 5.29%
$71.09 - $89.44 $32.3K - $40.6K
8.13K $718K
PH
Parker Hannifin Corp

Industrials
-2
- 0.32%
$501.01 - $635.92 $1K - $1.27K
619 $391K
BMY
Bristol Myers Squibb CO

Healthcare
-603
- 4.99%
$39.66 - $51.75 $23.9K - $31.2K
11.5K $593K
MO
Altria Group, Inc.

Consumer Defensive
-74
- 0.35%
$45.95 - $54.71 $3.4K - $4.05K
21.2K $1.08M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-75
- 0.18%
$92.63 - $105.69 $6.95K - $7.93K
41K $4.27M
MA
Mastercard Inc

Financial Services
-12
- 0.31%
$429.6 - $500.99 $5.16K - $6.01K
3.82K $1.89M
COST
Costco Wholesale Corp

Consumer Defensive
-56
- 0.69%
$801.83 - $917.05 $44.9K - $51.4K
8.03K $7.12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.56K
- 1.35%
$41.9 - $48.26 $65.2K - $75.1K
113K $5.43M
RKT
Rocket Companies, Inc.

Financial Services
-156
- 0.2%
$13.16 - $20.81 $2.05K - $3.25K
78.2K $1.5M
AN
Autonation, Inc.

Consumer Cyclical
-227
- 0.91%
$156.14 - $190.72 $35.4K - $43.3K
24.7K $4.41M
SBUX
Starbucks Corp

Consumer Cyclical
-1.28K
- 3.91%
$72.51 - $98.6 $92.9K - $126K
31.5K $3.07M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.06K
- 6.9%
$191.76 - $263.26 $204K - $280K
14.4K $3.76M
META
Meta Platforms, Inc.

Communication Services
-227
- 1.25%
$453.41 - $572.44 $103K - $130K
17.9K $10.2M
Activity Summary
Buys All Purchases 126 New Holdings 15 Increased Positions 111 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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