Hcr Wealth Advisors Reduced Holdings in Q1 2025

Hcr Wealth Advisors

  • $759 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
-125
- 4.57%
$85.68 - $97.5 $10.7K - $12.2K
2.61K $244K
QCOM
Qualcomm Inc

Technology
-25
- 1.84%
$151.94 - $175.86 $3.8K - $4.4K
1.33K $204K
IVE
Ishares S&P 500 Value ETF

ETFs
-20
- 0.9%
$185.78 - $198.58 $3.72K - $3.97K
2.2K $419K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-114
- 2.26%
$105.1 - $109.61 $12K - $12.5K
4.92K $535K
Linde PLC F
-5
- 0.45%
N/A
1.12K $0
Amplify Cybersecurity ETF
-230
- 5.2%
N/A
4.2K $0
Pro Shares Short S&P 500 ETF
-1.5K
- 22.35%
N/A
5.21K $0
Black Rock Inc New
-2
- 0.88%
N/A
226 $0
XLF
Financial Sector Spdr

ETFs
-240
- 2.75%
$47.32 - $52.19 $11.4K - $12.5K
8.49K $422K
HDV
Ishares Core High Dividend ETF

ETFs
-330
- 7.2%
$110.86 - $121.12 $36.6K - $40K
4.26K $515K
EEM
Ishares Msci Emerging Markets

ETFs
-117
- 2.11%
$40.81 - $45.34 $4.77K - $5.3K
5.43K $237K
UNH
Unitedhealth Group Inc

Healthcare
-63
- 2.88%
$461.52 - $548.18 $29.1K - $34.5K
2.12K $1.11M
ITA
Ishares Tr

ETFs
-71
- 3.1%
$144.84 - $159.5 $10.3K - $11.3K
2.22K $339K
SCHW
Schwab Charles Corp

Financial Services
-586
- 4.56%
$71.24 - $83.64 $41.7K - $49K
12.3K $959K
SHW
Sherwin Williams CO

Basic Materials
-3
- 0.16%
$330.16 - $365.55 $990 - $1.1K
1.83K $639K
JCI
Johnson Controls International PLC

Industrials
-18
- 0.11%
$76.12 - $90.6 $1.37K - $1.63K
16.2K $1.3M
NOC
Northrop Grumman Corp

Industrials
-1
- 0.19%
$433.45 - $513.82 $433 - $514
514 $263K
MKC
Mccormick & CO Inc

Consumer Defensive
-111
- 1.98%
$71.24 - $84.73 $7.91K - $9.41K
5.48K $451K
PG
Procter & Gamble CO

Consumer Defensive
-12
- 0.12%
$158.56 - $176.26 $1.9K - $2.12K
9.99K $1.7M
AEE
Ameren Corp

Utilities
-100
- 3.15%
$86.87 - $103.67 $8.69K - $10.4K
3.07K $308K
BMY
Bristol Myers Squibb CO

Healthcare
-275
- 2.62%
$53.9 - $63.11 $14.8K - $17.4K
10.2K $622K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-6
- 0.12%
$74.85 - $84.89 $449 - $509
5.06K $413K
CI
Cigna Corp

Healthcare
-5
- 0.62%
$274.49 - $329.0 $1.37K - $1.65K
807 $265K
XLE
Energy Sector Spdr

ETFs
-329
- 3.29%
$85.7 - $93.96 $28.2K - $30.9K
9.68K $904K
MA
Mastercard Inc

Financial Services
-45
- 1.16%
$504.67 - $576.31 $22.7K - $25.9K
3.84K $2.11M
RTX
Raytheon Technologies Corp

Industrials
-173
- 3.46%
$114.1 - $135.66 $19.7K - $23.5K
4.82K $638K
CHD
Church & Dwight CO Inc

Consumer Defensive
-4
- 0.03%
$101.42 - $113.2 $406 - $453
11.8K $1.29M
KO
Coca Cola CO

Consumer Defensive
-272
- 2.78%
$60.81 - $72.32 $16.5K - $19.7K
9.51K $681K
JNJ
Johnson & Johnson

Healthcare
-953
- 8.16%
$142.06 - $167.7 $135K - $160K
10.7K $1.78M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-359
- 4.01%
$34.58 - $45.97 $12.4K - $16.5K
8.6K $395K
GE
General Electric CO

Industrials
-15
- 0.47%
$168.59 - $212.13 $2.53K - $3.18K
3.21K $641K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-293
- 0.27%
$42.5 - $46.71 $12.5K - $13.7K
109K $4.92M
SBUX
Starbucks Corp

Consumer Cyclical
-857
- 2.74%
$91.75 - $115.81 $78.6K - $99.2K
30.5K $2.99M
ALL
Allstate Corp

Financial Services
-2
- 0.02%
$180.99 - $210.18 $362 - $420
9.92K $2.05M
JPM
Jpmorgan Chase & CO

Financial Services
-105
- 0.35%
$225.19 - $279.95 $23.6K - $29.4K
30K $7.36M
COST
Costco Wholesale Corp

Consumer Defensive
-88
- 1.1%
$890.62 - $1076.86 $78.4K - $94.8K
7.88K $7.45M
TDG
Trans Digm Group Inc

Industrials
-45
- 2.35%
$1251.32 - $1394.11 $56.3K - $62.7K
1.87K $2.59M
COP
Conocophillips

Energy
-206
- 0.58%
$88.6 - $105.85 $18.3K - $21.8K
35.6K $3.73M
XOM
Exxon Mobil Corp

Energy
-46
- 0.22%
$105.44 - $118.93 $4.85K - $5.47K
20.8K $2.47M
AZO
Autozone Inc

Consumer Cyclical
-186
- 11.28%
$3193.96 - $3828.11 $594K - $712K
1.46K $5.58M
CME
Cme Group Inc.

Financial Services
-111
- 1.08%
$225.82 - $266.54 $25.1K - $29.6K
10.2K $2.69M
AWK
American Water Works Company, Inc.

Utilities
-1.6K
- 5.96%
$121.01 - $149.31 $194K - $239K
25.3K $3.74M
ICE
Intercontinental Exchange, Inc.

Financial Services
-249
- 1.06%
$142.8 - $176.36 $35.6K - $43.9K
23.3K $4.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.06%
$442.66 - $534.52 $3.1K - $3.74K
10.9K $5.8M
V
Visa Inc.

Financial Services
-312
- 0.96%
$306.92 - $362.71 $95.8K - $113K
32.1K $11.3M
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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