Hcr Wealth Advisors Reduced Holdings in Q3 2025

Hcr Wealth Advisors

  • $940 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AME
Ametek Inc

Industrials
-7.41K
- 7.88%
$176.44 - $192.03 $1.31M - $1.42M
86.6K $16.3M
NFLX
Netflix Inc

Communication Services
-154
- 4.45%
$1147.87 - $1297.18 $177K - $200K
3.31K $3.97M
ADBE
Adobe Inc.

Technology
-133
- 3.88%
$333.65 - $392.1 $44.4K - $52.1K
3.3K $1.16M
NXST
Nexstar Media Group, Inc.

Communication Services
-1.25K
- 33.33%
$176.71 - $211.31 $221K - $264K
2.5K $494K
PM
Philip Morris International Inc.

Consumer Defensive
-15
- 0.24%
$157.77 - $183.27 $2.37K - $2.75K
6.32K $1.03M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.18K
- 27.04%
$109.11 - $111.88 $128K - $131K
3.17K $352K
TFLO
Ishares Treasury Floating Rate

ETFs
-2.3K
- 10.66%
$50.45 - $50.65 $116K - $116K
19.3K $973K
CHD
Church & Dwight CO Inc

Consumer Defensive
-66
- 0.59%
$85.84 - $99.09 $5.67K - $6.54K
11.1K $974K
CRM
Salesforce, Inc.

Technology
-135
- 8.03%
$231.66 - $273.65 $31.3K - $36.9K
1.55K $366K
PG
Procter & Gamble CO

Consumer Defensive
-103
- 1.07%
$150.47 - $161.22 $15.5K - $16.6K
9.55K $1.47M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-149
- 13.86%
$567.09 - $607.37 $84.5K - $90.5K
926 $551K
CLX
Clorox CO

Consumer Defensive
-501
- 10.54%
$117.67 - $131.43 $59K - $65.8K
4.25K $524K
DVY
Ishares Tr

ETFs
-500
- 14.82%
$133.88 - $142.57 $66.9K - $71.3K
2.87K $407K
CRWD
Crowd Strike Holdings, Inc.

Technology
-62
- 13.14%
$412.46 - $514.1 $25.6K - $31.9K
410 $201K
CMF
Ishares California Muni Bond E

ETFs
-1.08K
- 4.52%
$55.16 - $57.13 $59.8K - $61.9K
22.9K $1.31M
PGR
Progressive Corp

Financial Services
-3
- 0.2%
$238.61 - $264.3 $716 - $793
1.49K $368K
MKC
Mccormick & CO Inc

Consumer Defensive
-1
- 0.03%
$64.3 - $77.17 $64.3 - $77.2
3.44K $230K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.09K
- 5.15%
$30.67 - $32.13 $64.2K - $67.2K
38.6K $1.22M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-315
- 7.23%
$107.66 - $112.21 $33.9K - $35.3K
4.04K $452K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-4
- 0.3%
$196.15 - $217.83 $785 - $871
1.33K $268K
IYR
Ishares Tr

ETFs
-429
- 7.53%
$94.16 - $98.46 $40.4K - $42.2K
5.27K $515K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-770
- 9.15%
$26.44 - $27.09 $20.4K - $20.9K
7.65K $206K
VZ
Verizon Communications Inc

Communication Services
-501
- 4.24%
$40.84 - $45.06 $20.5K - $22.6K
11.3K $497K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-200
- 4.16%
$85.01 - $90.35 $17K - $18.1K
4.6K $411K
XLV
Select Sector Spdr Fund Health

ETFs
-127
- 6.87%
$129.01 - $139.72 $16.4K - $17.7K
1.72K $237K
TT
Trane Technologies PLC

Industrials
-2
- 0.29%
$398.96 - $472.54 $798 - $945
695 $293K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-50
- 1.16%
$91.44 - $91.77 $4.57K - $4.59K
4.26K $389K
IVE
Ishares S&P 500 Value ETF

ETFs
-136
- 5.96%
$194.44 - $206.51 $26.4K - $28.1K
2.14K $442K
SHW
Sherwin Williams CO

Basic Materials
-22
- 1.27%
$330.88 - $375.23 $7.28K - $8.26K
1.72K $593K
IEF
Ishares Barclays

ETFs
-130
- 0.94%
$93.91 - $97.26 $12.2K - $12.6K
13.7K $1.32M
PEG
Public Service Enterprise Group Inc

Utilities
-4
- 0.12%
$79.99 - $90.14 $320 - $361
3.32K $277K
COF
Capital One Financial Corp

Financial Services
-2
- 0.06%
$207.29 - $229.74 $415 - $459
3.38K $718K
ED
Consolidated Edison Inc

Utilities
-9
- 0.41%
$95.57 - $105.36 $860 - $948
2.19K $219K
AON
Aon PLC

Financial Services
-1
- 0.17%
$350.91 - $375.27 $351 - $375
581 $207K
IBB
Ishares Biotechnology ETF

ETFs
-290
- 9.67%
$127.63 - $143.8 $37K - $41.7K
2.71K $381K
MGM
Mgm Resorts International

Consumer Cyclical
-1
- 0.01%
$34.18 - $39.77 $34.2 - $39.8
11.3K $392K
IYF
Ishares Tr

ETFs
-59
- 1.62%
$119.89 - $126.81 $7.07K - $7.48K
3.57K $451K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-30
- 0.2%
$11.64 - $15.79 $349 - $474
15K $219K
ITA
Ishares Tr

ETFs
-149
- 6.72%
$184.73 - $209.26 $27.5K - $31.2K
2.07K $432K
MA
Mastercard Inc

Financial Services
-16
- 0.42%
$550.18 - $598.96 $8.8K - $9.58K
3.75K $2.14M
VB
Vanguard Small Cap ETF

ETFs
-2
- 0.19%
$237.58 - $258.22 $475 - $516
1.03K $261K
AXP
American Express CO

Financial Services
-3
- 0.19%
$294.27 - $342.31 $883 - $1.03K
1.57K $520K
FDX
Fedex Corp

Industrials
-115
- 2.06%
$217.1 - $243.2 $25K - $28K
5.47K $1.29M
AEE
Ameren Corp

Utilities
-2
- 0.07%
$95.0 - $104.38 $190 - $209
3.07K $320K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-22
- 1.38%
$435.72 - $463.74 $9.59K - $10.2K
1.58K $731K
SHOP
Shopify Inc.

Technology
-200
- 11.08%
$112.11 - $157.12 $22.4K - $31.4K
1.61K $238K
PH
Parker Hannifin Corp

Industrials
-3
- 0.44%
$697.13 - $769.67 $2.09K - $2.31K
676 $512K
AMD
Advanced Micro Devices Inc

Technology
-119
- 3.61%
$134.8 - $184.42 $16K - $21.9K
3.18K $514K
IEFA
Ishares Tr

ETFs
-175
- 0.96%
$81.7 - $87.35 $14.3K - $15.3K
18K $1.57M
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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