Hcr Wealth Advisors Reduced Holdings in Q3 2025

Hcr Wealth Advisors

  • $940 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NOC
Northrop Grumman Corp

Industrials
-1
- 0.21%
$498.9 - $609.32 $499 - $609
473 $288K
TJX
Tjx Companies Inc

Consumer Cyclical
-7
- 0.26%
$121.35 - $144.54 $849 - $1.01K
2.64K $381K
MCD
Mcdonalds Corp

Consumer Cyclical
-19
- 0.36%
$291.67 - $316.99 $5.54K - $6.02K
5.26K $1.6M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-590
- 10.02%
$50.79 - $69.76 $30K - $41.2K
5.3K $369K
SRE
Sempra Energy

Utilities
-287
- 4.46%
$74.14 - $89.98 $21.3K - $25.8K
6.15K $553K
MRVL
Marvell Technology, Inc.

Technology
-15
- 0.14%
$62.31 - $84.07 $935 - $1.26K
10.4K $877K
JCI
Johnson Controls International PLC

Industrials
-4
- 0.02%
$103.24 - $111.73 $413 - $447
16.2K $1.78M
XLK
Technology Sector Spdr

ETFs
-15
- 0.31%
$250.97 - $271.06 $3.76K - $4.07K
4.8K $1.3M
MO
Altria Group, Inc.

Consumer Defensive
-1.04K
- 4.88%
$57.75 - $67.68 $59.9K - $70.3K
20.2K $1.34M
XLU
Utilities Sector Spdr

ETFs
-1.09K
- 2.09%
$81.14 - $87.32 $88.4K - $95.1K
51K $4.36M
BA
Boeing CO

Industrials
-24
- 0.12%
$209.79 - $237.38 $5.03K - $5.7K
19.2K $4.15M
ALL
Allstate Corp

Financial Services
-2
- 0.02%
$192.0 - $214.65 $384 - $429
9.92K $2.13M
GS
Goldman Sachs Group Inc

Financial Services
-50
- 2.49%
$696.56 - $806.32 $34.8K - $40.3K
1.96K $1.56M
NEE
Nextera Energy Inc

Utilities
-525
- 1.31%
$69.77 - $77.54 $36.6K - $40.7K
39.5K $2.98M
HD
Home Depot, Inc.

Consumer Cyclical
-257
- 2.97%
$357.4 - $423.42 $91.9K - $109K
8.4K $3.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-322
- 3.29%
$617.65 - $666.84 $199K - $215K
9.45K $6.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.54K
- 1.42%
$49.43 - $53.58 $76.2K - $82.6K
107K $5.74M
ABBV
Abb Vie Inc.

Healthcare
-243
- 1.7%
$184.85 - $231.54 $44.9K - $56.3K
14.1K $3.26M
MSFT
Microsoft Corp

Technology
-77
- 0.16%
$491.09 - $535.64 $37.8K - $41.2K
46.8K $24.3M
ORCL
Oracle Corp

Technology
-1.79K
- 6.45%
$218.96 - $328.33 $392K - $587K
25.9K $7.29M
TSLA
Tesla, Inc.

Consumer Cyclical
-309
- 2.09%
$293.94 - $444.72 $90.8K - $137K
14.5K $6.43M
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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