Hcr Wealth Advisors Reduced Holdings in Q4 2024

Hcr Wealth Advisors

  • $789 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
-135
- 4.5%
N/A
2.86K $217K
AEE
Ameren Corp

Utilities
-133
- 4.03%
$85.81 - $94.98 $11.4K - $12.6K
3.17K $282K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-50
- 1.9%
$118.0 - $127.04 $5.9K - $6.35K
2.58K $313K
IYF
Ishares Tr

ETFs
-273
- 6.62%
$102.7 - $119.05 $28K - $32.5K
3.85K $425K
IBM
International Business Machines Corp

Technology
-1
- 0.06%
$204.9 - $238.04 $205 - $238
1.75K $385K
Amplify Cybersecurity ETF
-600
- 11.94%
N/A
4.43K $0
BMY
Bristol Myers Squibb CO

Healthcare
-984
- 8.58%
$51.92 - $59.94 $51.1K - $59K
10.5K $593K
FDX
Fedex Corp

Industrials
-160
- 2.61%
$260.5 - $305.15 $41.7K - $48.8K
5.98K $1.68M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-239
- 0.75%
$46.48 - $51.32 $11.1K - $12.3K
31.6K $1.52M
IYW
Ishares Dj Us Tech ETF

ETFs
-297
- 3.08%
$148.14 - $166.23 $44K - $49.4K
9.35K $1.49M
CRM
Salesforce, Inc.

Technology
-15
- 1.1%
$270.87 - $367.87 $4.06K - $5.52K
1.34K $449K
SPY
Spdr S&P 500 ETF Trust

ETFs
-54
- 0.59%
$567.81 - $607.81 $30.7K - $32.8K
9.09K $5.33M
BAC
Bank Of America Corp

Financial Services
-3.18K
- 5.67%
$39.22 - $47.77 $125K - $152K
53K $2.33M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-300
- 2.72%
$481.22 - $538.17 $144K - $161K
10.7K $5.49M
SCHW
Schwab Charles Corp

Financial Services
-131
- 1.01%
$63.31 - $82.85 $8.29K - $10.9K
12.8K $950K
HON
Honeywell International Inc

Industrials
-210
- 1.81%
$202.84 - $236.0 $42.6K - $49.6K
11.4K $2.57M
COST
Costco Wholesale Corp

Consumer Defensive
-66
- 0.82%
$873.59 - $994.69 $57.7K - $65.6K
7.97K $7.3M
MRVL
Marvell Technology, Inc.

Technology
-1K
- 9.64%
$70.31 - $124.78 $70.3K - $125K
9.38K $1.04M
WMT
Walmart Inc.

Consumer Defensive
-160
- 0.46%
$79.1 - $95.7 $12.7K - $15.3K
34.8K $3.14M
BA
Boeing CO

Industrials
-222
- 1.14%
$138.14 - $180.72 $30.7K - $40.1K
19.3K $3.41M
NFLX
Netflix Inc

Communication Services
-6
- 0.19%
$687.65 - $936.56 $4.13K - $5.62K
3.1K $2.76M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.23K
- 2.39%
$180.88 - $232.93 $222K - $286K
50.1K $11M
TSLA
Tesla, Inc.

Consumer Cyclical
-93
- 0.65%
$213.65 - $479.86 $19.9K - $44.6K
14.3K $5.76M
AAPL
Apple Inc.

Technology
-770
- 0.15%
$221.69 - $259.02 $171K - $199K
530K $133M
Activity Summary
Buys All Purchases 107 New Holdings 12 Increased Positions 95 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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