Hcr Wealth Advisors Closed Holding Positions

Hcr Wealth Advisors

  • $835 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2021 Filed on May 13, 2021
200
$40.61 - $44.6 $8.12K - $8.92K
DEW
Wisdomtree Tr Global High Divi

ETFs
Q1 2021 Filed on May 13, 2021
35
$42.53 - $47.28 $1.49K - $1.65K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
1,593
$153.77 - $191.61 $245K - $305K
UPW
Proshares Ultra Utilities

ETFs
Q1 2021 Filed on May 13, 2021
300
$49.46 - $59.88 $14.8K - $18K
UCC
Proshares Ultra Consumer Servi

ETFs
Q1 2021 Filed on May 13, 2021
1,065
$41.63 - $47.66 $44.3K - $50.8K
SSO
Proshares Ultra S&P 500

ETFs
Q1 2021 Filed on May 13, 2021
627
$44.43 - $51.16 $27.9K - $32.1K
UGE
Proshares Ultra Consumer Goods
Q1 2021 Filed on May 13, 2021
818
N/A
KXI
Ishares Tr Global Consumer Sta

ETFs
Q1 2021 Filed on May 13, 2021
3,855
$54.41 - $58.94 $210K - $227K
KIE
Spdr S&P Insurance ETF

ETFs
Q1 2021 Filed on May 13, 2021
1,325
$32.2 - $37.72 $42.7K - $50K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q1 2021 Filed on May 13, 2021
1,533
$52.55 - $54.49 $80.6K - $83.5K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2021 Filed on May 13, 2021
14
$150.0 - $178.04 $2.1K - $2.49K
D
Dominion Energy, Inc

Utilities
Q1 2021 Filed on May 13, 2021
3,059
$68.0 - $76.7 $208K - $235K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q1 2021 Filed on May 13, 2021
2,190
$30.2 - $32.56 $66.1K - $71.3K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2021 Filed on May 13, 2021
24,650
N/A
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2021 Filed on May 13, 2021
218
$130.0 - $169.53 $28.3K - $37K
PCQ
Pimco California Municipal Income Fund

Financial Services
Q1 2021 Filed on May 13, 2021
21,300
$17.69 - $19.1 $377K - $407K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q1 2021 Filed on May 13, 2021
1,045
$51.71 - $71.1 $54K - $74.3K
CSCO
Cisco Systems, Inc.

Technology
Q1 2021 Filed on May 13, 2021
4,483
$43.96 - $52.57 $197K - $236K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q1 2021 Filed on May 13, 2021
10,200
$5.79 - $6.87 $59.1K - $70.1K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q1 2021 Filed on May 13, 2021
5,593
$14.86 - $33.21 $83.1K - $186K
VGR
Vector Group LTD

Consumer Defensive
Q1 2021 Filed on May 13, 2021
20,893
$11.63 - $15.15 $243K - $317K
VGSH
Vanguard

ETFs
Q1 2021 Filed on May 13, 2021
1,838
$61.49 - $61.63 $113K - $113K
ITB
Ishares Tr

ETFs
Q1 2021 Filed on May 13, 2021
2,395
$54.6 - $68.53 $131K - $164K
TTWO
Take Two Interactive Software Inc

Communication Services
Q1 2021 Filed on May 13, 2021
1,998
$161.62 - $213.34 $323K - $426K
INTC
Intel Corp

Technology
Q1 2021 Filed on May 13, 2021
23,340
$49.67 - $65.78 $1.16M - $1.54M
IYK
Ishares U.S. Consumer Staples

ETFs
Q1 2021 Filed on May 13, 2021
1,475
$165.4 - $181.87 $244K - $268K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2021 Filed on May 13, 2021
653
$42.79 - $52.29 $27.9K - $34.1K
IYT
Ishares Tr U.S. Transportation

ETFs
Q1 2021 Filed on May 13, 2021
125
$213.12 - $258.91 $26.6K - $32.4K
O
Realty Income Corp

Real Estate
Q1 2021 Filed on May 13, 2021
7,180
$55.99 - $62.23 $402K - $447K
MYY
Proshares Short S&P Midcap400

ETFs
Q4 2020 Filed on Feb 04, 2021
200
$29.37 - $36.68 $5.87K - $7.34K
ALV
Autoliv Inc

Consumer Cyclical
Q4 2020 Filed on Feb 04, 2021
10,728
$75.23 - $94.22 $807K - $1.01M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
Q4 2020 Filed on Feb 04, 2021
150
$159.33 - $171.52 $23.9K - $25.7K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2020 Filed on Feb 04, 2021
545
$337.32 - $568.34 $184K - $310K
SHV
Ishares Tr

ETFs
Q4 2020 Filed on Feb 04, 2021
52
$110.51 - $110.7 $5.75K - $5.76K
EMTY
Proshares Tr Decline Of The Re

ETFs
Q4 2020 Filed on Feb 04, 2021
1,716
$22.7 - $27.86 $39K - $47.8K
Kitov Pharma LTD
Q3 2020 Filed on Nov 05, 2020
20,000
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q3 2020 Filed on Nov 05, 2020
68
$36.93 - $42.52 $2.51K - $2.89K
FNDC
Schwab Fundamental Intl Small

ETFs
Q3 2020 Filed on Nov 05, 2020
219
$27.57 - $30.61 $6.04K - $6.7K
FNDF
Schwab Fundamental Intl Large

ETFs
Q3 2020 Filed on Nov 05, 2020
260
$23.74 - $25.78 $6.17K - $6.7K
Advisorshares Tr
Q3 2020 Filed on Nov 05, 2020
15,870
N/A
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
Q3 2020 Filed on Nov 05, 2020
510
$22.3 - $27.77 $11.4K - $14.2K
Rubicon Proj Inc
Q3 2020 Filed on Nov 05, 2020
34,799
N/A
Aytu Bioscience Inc
Q3 2020 Filed on Nov 05, 2020
20,000
N/A
YCBD
Cbd Md, Inc.

Healthcare
Q3 2020 Filed on Nov 05, 2020
20,000
$7.61 - $9.0 $152K - $180K
Moleculin Biotech Inc
Q3 2020 Filed on Nov 05, 2020
15,000
N/A
VSTM
Verastem, Inc.

Healthcare
Q3 2020 Filed on Nov 05, 2020
10,000
$1.11 - $1.68 $11.1K - $16.8K
Tenax Therapeutics Inc
Q3 2020 Filed on Nov 05, 2020
16,000
N/A
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2020 Filed on Nov 05, 2020
18
$53.91 - $60.23 $970 - $1.08K
IEO
Ishares Tr

ETFs
Q3 2020 Filed on Nov 05, 2020
540
$26.44 - $34.76 $14.3K - $18.8K
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