Hcr Wealth Advisors Sells in Q2 2025

Hcr Wealth Advisors

  • $835 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-38
- 0.11%
$42.72 - $44.24 $1.62K - $1.68K
35.3K $1.55M
Linde PLC F
-4
- 0.36%
N/A
1.11K $0
QCOM
Qualcomm Inc

Technology
-33
- 2.48%
$124.66 - $159.48 $4.11K - $5.26K
1.3K $206K
IEF
Ishares Barclays

ETFs
-20
- 0.14%
$93.15 - $96.56 $1.86K - $1.93K
13.8K $1.32M
T
At&T Inc.

Communication Services
-64
- 0.89%
$26.33 - $28.94 $1.69K - $1.85K
7.15K $206K
TJX
Tjx Companies Inc

Consumer Cyclical
-7
- 0.26%
$119.13 - $135.03 $834 - $945
2.65K $326K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-28
- 0.05%
$82.21 - $83.12 $2.3K - $2.33K
53.7K $4.45M
CRM
Salesforce, Inc.

Technology
-10
- 0.59%
$236.26 - $291.15 $2.36K - $2.91K
1.68K $458K
IBM
International Business Machines Corp

Technology
-300
- 14.61%
$221.03 - $294.78 $66.3K - $88.4K
1.75K $516K
XLF
Financial Sector Spdr

ETFs
-269
- 3.17%
$43.92 - $52.37 $11.8K - $14.1K
8.22K $430K
DE
Deere & CO

Industrials
-10
- 1.71%
$412.99 - $531.48 $4.13K - $5.31K
574 $291K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-167
- 4.12%
$152.42 - $182.82 $25.5K - $30.5K
3.89K $710K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-50
- 1.94%
$101.97 - $126.75 $5.1K - $6.34K
2.53K $320K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-78
- 1.95%
$73.7 - $90.98 $5.75K - $7.1K
3.91K $356K
IYF
Ishares Tr

ETFs
-5
- 0.14%
$99.23 - $120.99 $496 - $605
3.63K $439K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-58
- 5.94%
$320.42 - $424.58 $18.6K - $24.6K
918 $387K
IWM
Ishares Russell 2000 ETF

ETFs
-134
- 2.74%
$174.82 - $215.79 $23.4K - $28.9K
4.76K $1.03M
USB
Us Bancorp \De\

Financial Services
-215
- 1.06%
$36.4 - $45.76 $7.83K - $9.84K
20.1K $910K
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.06K
- 4.55%
$151.62 - $183.47 $161K - $194K
22.2K $4.08M
V
Visa Inc.

Financial Services
-200
- 0.62%
$308.27 - $373.31 $61.7K - $74.7K
31.9K $11.3M
WFC
Wells Fargo & Company

Financial Services
-85
- 0.75%
$60.98 - $80.12 $5.18K - $6.81K
11.3K $906K
IVW
Ishares S&P 500 Growth ETF

ETFs
-14
- 0.2%
$82.96 - $110.1 $1.16K - $1.54K
7.03K $773K
AMD
Advanced Micro Devices Inc

Technology
-50
- 1.49%
$78.21 - $143.81 $3.91K - $7.19K
3.3K $468K
RKT
Rocket Companies, Inc.

Financial Services
-120
- 0.18%
$11.11 - $15.4 $1.33K - $1.85K
66.2K $939K
PM
Philip Morris International Inc.

Consumer Defensive
-10
- 0.16%
$149.23 - $184.95 $1.49K - $1.85K
6.34K $1.15M
XLK
Technology Sector Spdr

ETFs
-17
- 0.35%
$179.73 - $253.23 $3.06K - $4.3K
4.81K $1.22M
BAC
Bank Of America Corp

Financial Services
-73
- 0.14%
$34.39 - $47.46 $2.51K - $3.46K
52.9K $2.51M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-538
- 3.01%
$60.61 - $87.72 $32.6K - $47.2K
17.3K $1.47M
WMT
Walmart Inc.

Consumer Defensive
-12
- 0.03%
$81.79 - $99.98 $981 - $1.2K
34.7K $3.39M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-106
- 1.38%
$456.74 - $568.03 $48.4K - $60.2K
7.56K $4.3M
DELL
Dell Technologies Inc.

Technology
-269
- 1.54%
$71.63 - $125.98 $19.3K - $33.9K
17.3K $2.12M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.19K
- 0.72%
$22.27 - $29.21 $26.5K - $34.7K
165K $4.81M
AME
Ametek Inc

Industrials
-640
- 0.68%
$151.41 - $182.75 $96.9K - $117K
94K $17M
BA
Boeing CO

Industrials
-85
- 0.44%
$136.59 - $217.51 $11.6K - $18.5K
19.2K $4.03M
NOW
Service Now, Inc.

Technology
-8
- 0.25%
$721.65 - $1040.18 $5.77K - $8.32K
3.26K $3.35M
TSLA
Tesla, Inc.

Consumer Cyclical
-295
- 1.96%
$221.86 - $362.89 $65.4K - $107K
14.8K $4.69M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-81
- 0.75%
$416.06 - $551.64 $33.7K - $44.7K
10.7K $5.88M
JPM
Jpmorgan Chase & CO

Financial Services
-215
- 0.72%
$210.28 - $289.91 $45.2K - $62.3K
29.8K $8.64M
NRG
Nrg Energy, Inc.

Utilities
-1.47K
- 6.11%
$83.61 - $162.67 $122K - $238K
22.5K $3.62M
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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