Hcr Wealth Advisors Sells in Q2 2025

Hcr Wealth Advisors

  • $835 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CDZI
Cadiz Inc

Utilities
-563K
- 91.99%
$2.37 - $3.25 $1.33M - $1.83M
49K $146K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-166
- 2.24%
$390.26 - $489.06 $64.8K - $81.2K
7.24K $2.93M
TFLO
Ishares Treasury Floating Rate

ETFs
-12.9K
- 37.32%
$50.47 - $50.66 $649K - $651K
21.6K $1.09M
CVX
Chevron Corp

Energy
-6
- 0.03%
$133.73 - $168.51 $802 - $1.01K
20.1K $2.88M
UNH
Unitedhealth Group Inc

Healthcare
-46
- 2.17%
$274.35 - $599.47 $12.6K - $27.6K
2.08K $647K
CLX
Clorox CO

Consumer Defensive
-1.97K
- 29.31%
$118.01 - $148.69 $232K - $293K
4.75K $570K
SBUX
Starbucks Corp

Consumer Cyclical
-1.09K
- 3.57%
$79.69 - $99.41 $86.8K - $108K
29.4K $2.69M
XOM
Exxon Mobil Corp

Energy
-26
- 0.13%
$99.93 - $119.04 $2.6K - $3.1K
20.7K $2.23M
MRK
Merck & Co., Inc.

Healthcare
-2.05K
- 33.85%
$73.47 - $87.12 $151K - $179K
4.01K $317K
AWK
American Water Works Company, Inc.

Utilities
-83
- 0.33%
$133.82 - $151.96 $11.1K - $12.6K
25.2K $3.51M
ZTS
Zoetis Inc.

Healthcare
-658
- 5.24%
$144.41 - $170.3 $95K - $112K
11.9K $1.85M
JNJ
Johnson & Johnson

Healthcare
-435
- 4.06%
$146.36 - $159.82 $63.7K - $69.5K
10.3K $1.57M
STZ
Constellation Brands, Inc.

Consumer Defensive
-357
- 5.35%
$160.0 - $195.62 $57.1K - $69.8K
6.32K $1.03M
MKC
Mccormick & CO Inc

Consumer Defensive
-2.04K
- 37.26%
$71.11 - $82.25 $145K - $168K
3.44K $260K
PG
Procter & Gamble CO

Consumer Defensive
-343
- 3.43%
$157.66 - $172.39 $54.1K - $59.1K
9.65K $1.54M
MCD
Mcdonalds Corp

Consumer Cyclical
-110
- 2.04%
$285.55 - $321.23 $31.4K - $35.3K
5.28K $1.54M
VHT
Vanguard Health Care ETF

ETFs
-366
- 16.27%
$236.71 - $261.92 $86.6K - $95.9K
1.88K $467K
SNAP
Snap Inc

Communication Services
-13.1K
- 51.49%
$7.23 - $9.21 $94.6K - $121K
12.3K $107K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-244
- 0.75%
$45.07 - $52.57 $11K - $12.8K
32.4K $1.58M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.21K
- 43.46%
$141.37 - $228.57 $171K - $277K
1.57K $356K
FDX
Fedex Corp

Industrials
-42
- 0.75%
$198.07 - $245.17 $8.32K - $10.3K
5.58K $1.27M
HD
Home Depot, Inc.

Consumer Cyclical
-256
- 2.87%
$335.24 - $380.78 $85.8K - $97.5K
8.65K $3.17M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.71K
- 31.51%
$41.45 - $54.46 $112K - $148K
5.89K $306K
XLV
Select Sector Spdr Fund Health

ETFs
-436
- 19.08%
$128.77 - $144.3 $56.1K - $62.9K
1.85K $249K
NEE
Nextera Energy Inc

Utilities
-343
- 0.85%
$64.11 - $75.0 $22K - $25.7K
40K $2.78M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-720
- 3.12%
$100.04 - $100.54 $72K - $72.4K
22.4K $2.25M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.15K
- 5.02%
$29.0 - $30.68 $62.3K - $65.9K
40.7K $1.25M
LLY
Eli Lilly & CO

Healthcare
-8
- 0.63%
$713.71 - $898.95 $5.71K - $7.19K
1.25K $975K
AON
Aon PLC

Financial Services
-95
- 14.03%
$335.85 - $398.81 $31.9K - $37.9K
582 $207K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.19K
- 4.29%
$40.82 - $43.14 $89.3K - $94.4K
48.8K $2.11M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-570
- 11.58%
$105.23 - $109.61 $60K - $62.5K
4.35K $477K
AXP
American Express CO

Financial Services
-504
- 24.3%
$231.39 - $318.98 $117K - $161K
1.57K $500K
EMB
Ishares Tr

ETFs
-615
- 11.52%
$86.54 - $92.62 $53.2K - $57K
4.72K $437K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-500
- 10.41%
$91.43 - $91.74 $45.7K - $45.9K
4.31K $394K
SHW
Sherwin Williams CO

Basic Materials
-95
- 5.19%
$313.51 - $363.51 $29.8K - $34.5K
1.74K $596K
PEP
Pepsico Inc

Consumer Defensive
-10
- 0.45%
$128.02 - $151.37 $1.28K - $1.51K
2.19K $289K
HDV
Ishares Core High Dividend ETF

ETFs
-175
- 4.11%
$108.41 - $120.51 $19K - $21.1K
4.08K $478K
PEG
Public Service Enterprise Group Inc

Utilities
-500
- 13.08%
$77.13 - $84.18 $38.6K - $42.1K
3.32K $279K
PH
Parker Hannifin Corp

Industrials
-153
- 18.39%
$517.23 - $700.54 $79.1K - $107K
679 $474K
PGR
Progressive Corp

Financial Services
-22
- 1.45%
$255.27 - $288.74 $5.62K - $6.35K
1.5K $399K
NOC
Northrop Grumman Corp

Industrials
-40
- 7.78%
$456.3 - $540.39 $18.3K - $21.6K
474 $236K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-200
- 3.75%
$68.13 - $74.77 $13.6K - $15K
5.13K $373K
UPS
United Parcel Service Inc

Industrials
-5
- 0.19%
$91.92 - $110.2 $460 - $551
2.62K $264K
PSX
Phillips 66

Energy
-100
- 3.69%
$92.87 - $125.73 $9.29K - $12.6K
2.61K $311K
XLP
Consumer Staples Sector Spdr

ETFs
-200
- 7.13%
N/A
2.61K $198K
IBB
Ishares Biotechnology ETF

ETFs
-62
- 2.03%
$112.02 - $129.0 $6.95K - $8K
3K $379K
KO
Coca Cola CO

Consumer Defensive
-18
- 0.19%
$68.37 - $73.9 $1.23K - $1.33K
9.5K $671K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-11
- 0.28%
$63.54 - $68.5 $699 - $754
3.91K $263K
Ge Vernova Inc
-122
- 12.29%
N/A
871 $0
Activity Summary
Buys All Purchases 99 New Holdings 15 Increased Positions 84 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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