Hcr Wealth Advisors Portfolio Holdings

Hcr Wealth Advisors

  • $835 Million
  • Q2 2025

Hcr Wealth Advisors has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $835 Million distributed in 237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $109M, Vanguard Growth ETF with a value of $93.5M, Vanguard Whitehall Fds (Vangua with a value of $83.4M, Nvidia Corp with a value of $47.3M, and Ishares Core S&P Sm Cap ETF with a value of $45.8M.

Examining the 13F form we can see an increase of $75.7M in the current position value, from $759M to 835M.

Hcr Wealth Advisors is based out at Los Angeles, CA

Below you can find more details about Hcr Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $835 Million
ETFs: $378 Million
Technology: $215 Million
Financial Services: $54.1 Million
Industrials: $46.3 Million
Communication Services: $44 Million
Consumer Cyclical: $35.8 Million
Consumer Defensive: $19.8 Million
Healthcare: $18.7 Million
Other: $23.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.13T
$109 Million 13.01% of portfolio
529,406
Q2 2025 Added 0.33%
$471B
$47.3 Million 5.66% of portfolio
299,374
Q2 2025 Added 2.99%
$3.84T
$23.3 Million 2.79% of portfolio
46,908
Q2 2025 Added 0.16%
$42.7B
$17 Million 2.04% of portfolio
94,032
Q2 2025 Reduced 0.68%
$1.45T
$16.7 Million 2.0% of portfolio
94,893
Q2 2025 Added 0.15%
$1.65T
$14.2 Million 1.7% of portfolio
19,206
Q2 2025 Added 4.68%
$62.6B
$13.9 Million 1.67% of portfolio
68,078
Q4 2024 Added 99.92%
$2.27T
$11.5 Million 1.38% of portfolio
52,338
Q2 2025 Added 1.95%
$566B
$11.3 Million 1.36% of portfolio
31,923
Q2 2025 Reduced 0.62%
$902B
$8.64 Million 1.03% of portfolio
29,791
Q2 2025 Reduced 0.72%
$406B
$7.91 Million 0.95% of portfolio
7,991
Q2 2025 Added 1.42%
$779B
$6.06 Million 0.73% of portfolio
27,711
Q2 2025 Added 4.71%
$80.7B
$5.59 Million 0.67% of portfolio
1,505
Q2 2025 Added 2.87%
$654B
$5.37 Million 0.64% of portfolio
11,054
Q2 2025 Added 1.57%
$11.1B
$4.91 Million 0.59% of portfolio
24,712
Q2 2025 Added 0.38%
$1.38T
$4.69 Million 0.56% of portfolio
14,762
Q2 2025 Reduced 1.96%
$1.5T
$4.22 Million 0.51% of portfolio
23,796
Q2 2025 Added 2.97%
$263B
$4.18 Million 0.5% of portfolio
29,680
Q2 2025 Added 0.15%
$89.9B
$4.08 Million 0.49% of portfolio
22,219
Q2 2025 Reduced 4.55%
$130B
$4.03 Million 0.48% of portfolio
19,231
Q2 2025 Reduced 0.44%
$39.3B
$3.62 Million 0.43% of portfolio
22,520
Q2 2025 Reduced 6.11%
$137B
$3.54 Million 0.42% of portfolio
12,847
Q2 2025 Added 2.63%
$24.6B
$3.51 Million 0.42% of portfolio
25,245
Q2 2025 Reduced 0.33%
$276B
$3.39 Million 0.41% of portfolio
34,655
Q2 2025 Reduced 0.03%
$139B
$3.37 Million 0.4% of portfolio
8,513
Q2 2025 Added 5.4%
$184B
$3.35 Million 0.4% of portfolio
3,256
Q2 2025 Reduced 0.25%
$119B
$3.28 Million 0.39% of portfolio
36,506
Q2 2025 Added 2.65%
$404B
$3.17 Million 0.38% of portfolio
8,653
Q2 2025 Reduced 2.87%
$56.7B
$3.08 Million 0.37% of portfolio
12,281
Q2 2025 Added 1.31%
$95.4B
$2.91 Million 0.35% of portfolio
10,572
Q2 2025 Added 4.14%
$206B
$2.93 Million 0.35% of portfolio
7,235
Q2 2025 Reduced 2.24%
$60.2B
$2.85 Million 0.34% of portfolio
7,551
Q2 2025 Added 11.19%
$300B
$2.88 Million 0.34% of portfolio
20,113
Q2 2025 Reduced 0.03%
$69.6B
$2.86 Million 0.34% of portfolio
1,878
Q2 2025 Added 0.48%
$154B
$2.78 Million 0.33% of portfolio
40,011
Q2 2025 Reduced 0.85%
$97.1B
$2.69 Million 0.32% of portfolio
29,387
Q2 2025 Reduced 3.57%
$142B
$2.7 Million 0.32% of portfolio
11,612
Q2 2025 Added 4.61%
$32.7B
$2.68 Million 0.32% of portfolio
30,958
Q2 2025 Added 25.84%
$418B
$2.66 Million 0.32% of portfolio
14,311
Q2 2025 Added 0.14%
$405B
$2.51 Million 0.3% of portfolio
52,943
Q2 2025 Reduced 0.14%
$204B
$2.45 Million 0.29% of portfolio
19,794
Q2 2025 Added 0.33%
$464B
$2.23 Million 0.27% of portfolio
20,729
Q2 2025 Reduced 0.13%
$551B
$2.12 Million 0.25% of portfolio
3,770
Q2 2025 Reduced 1.93%
$38.2B
$2.12 Million 0.25% of portfolio
17,254
Q2 2025 Reduced 1.54%
$56.8B
$2 Million 0.24% of portfolio
9,917
Q1 2025 Reduced 0.02%
$68.6B
$1.85 Million 0.22% of portfolio
11,892
Q2 2025 Reduced 5.24%
$150B
$1.87 Million 0.22% of portfolio
5,229
Q2 2025 Added 39.51%
$74.8B
$1.71 Million 0.21% of portfolio
16,211
Q1 2025 Reduced 0.11%
$486B
$1.57 Million 0.19% of portfolio
10,292
Q2 2025 Reduced 4.06%

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $835 Million
  • Prior Value $759 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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