Hcr Wealth Advisors Portfolio Holdings

Hcr Wealth Advisors

  • $759 Million
  • Q1 2025

Hcr Wealth Advisors has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $759 Million distributed in 230 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $117M, Vanguard Whitehall Fds (Vangua with a value of $77.9M, Vanguard Growth ETF with a value of $77M, Ishares Core S&P Sm Cap ETF with a value of $42.8M, and Nvidia Corp with a value of $31.5M.

Examining the 13F form we can see an decrease of $30.2M in the current position value, from $789M to 759M.

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 $759 Million
ETFs: $341 Million
Technology: $194 Million
Financial Services: $50.7 Million
Industrials: $40.2 Million
Communication Services: $35.7 Million
Consumer Cyclical: $32.7 Million
Healthcare: $20.4 Million
Consumer Defensive: $20 Million
Other: $25 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$117 Million 15.44% of portfolio
527,656
Q1 2025 Reduced 0.4%
$409B
$31.5 Million 4.15% of portfolio
290,676
Q1 2025 Added 8.1%
$3.75T
$17.6 Million 2.32% of portfolio
46,834
Q1 2025 Added 0.75%
$40.9B
$16.3 Million 2.15% of portfolio
94,672
Q4 2024 Reduced 15.75%
$1.07T
$14.7 Million 1.93% of portfolio
94,748
Q1 2025 Reduced 1.35%
$57.1B
$11.6 Million 1.53% of portfolio
68,078
Q4 2024 Added 99.92%
$573B
$11.3 Million 1.48% of portfolio
32,123
Q1 2025 Reduced 0.96%
$1.62T
$10.6 Million 1.39% of portfolio
18,348
Q1 2025 Added 0.8%
$2.3T
$9.77 Million 1.29% of portfolio
51,337
Q1 2025 Added 2.46%
$434B
$7.45 Million 0.98% of portfolio
7,879
Q1 2025 Reduced 1.1%
$847B
$7.36 Million 0.97% of portfolio
30,006
Q1 2025 Reduced 0.35%
$631B
$5.8 Million 0.76% of portfolio
10,883
Q1 2025 Reduced 0.06%
$71.6B
$5.58 Million 0.73% of portfolio
1,463
Q1 2025 Reduced 11.28%
$102B
$4.02 Million 0.53% of portfolio
23,278
Q1 2025 Reduced 1.06%
$10.6B
$3.99 Million 0.53% of portfolio
24,618
Q1 2025 Reduced 0.9%
$1T
$3.9 Million 0.51% of portfolio
15,057
Q1 2025 Added 5.6%
$618B
$3.7 Million 0.49% of portfolio
26,465
Q1 2025 Added 5.52%
$120B
$3.73 Million 0.49% of portfolio
35,562
Q1 2025 Reduced 0.58%
$167B
$3.68 Million 0.48% of portfolio
7,401
Q1 2025 Reduced 1.31%
$1.11T
$3.61 Million 0.48% of portfolio
23,110
Q1 2025 Added 1.97%
$244B
$3.46 Million 0.46% of portfolio
29,636
Q1 2025 Added 2.96%
$297B
$3.37 Million 0.44% of portfolio
20,119
Q1 2025 Added 0.09%
$137B
$3.29 Million 0.43% of portfolio
19,316
Q1 2025 Added 0.25%
$379B
$3.27 Million 0.43% of portfolio
8,909
Q1 2025 Reduced 2.3%
$562B
$3.18 Million 0.42% of portfolio
3,414
Q1 2025 Added 10.31%
$260B
$3.04 Million 0.4% of portfolio
34,667
Q1 2025 Reduced 0.37%
$148B
$3.01 Million 0.4% of portfolio
8,077
Q1 2025 Added 5.91%
$339B
$2.99 Million 0.39% of portfolio
14,291
Q1 2025 Added 0.39%
$108B
$2.99 Million 0.39% of portfolio
30,476
Q1 2025 Reduced 2.74%
$147B
$2.86 Million 0.38% of portfolio
40,354
Q1 2025 Reduced 0.15%
$99.6B
$2.69 Million 0.35% of portfolio
10,152
Q1 2025 Reduced 1.08%
$194B
$2.6 Million 0.34% of portfolio
3,264
Q1 2025 Added 3.16%
$85.4B
$2.59 Million 0.34% of portfolio
1,869
Q1 2025 Reduced 2.35%
$50.2B
$2.54 Million 0.33% of portfolio
12,122
Q1 2025 Reduced 1.7%
$475B
$2.47 Million 0.33% of portfolio
20,755
Q1 2025 Reduced 0.22%
$160B
$2.35 Million 0.31% of portfolio
11,100
Q1 2025 Reduced 2.37%
$35.5B
$2.29 Million 0.3% of portfolio
23,985
Q1 2025 Added 386.71%
$378B
$2.21 Million 0.29% of portfolio
53,016
Q1 2025 Added 0.03%
$112B
$2.1 Million 0.28% of portfolio
12,518
Q1 2025 Added 1.59%
$32.7B
$2.13 Million 0.28% of portfolio
24,601
Q1 2025 Added 917.83%
$527B
$2.11 Million 0.28% of portfolio
3,844
Q1 2025 Reduced 1.16%
$53B
$2.05 Million 0.27% of portfolio
9,917
Q1 2025 Reduced 0.02%
$72.9B
$2.07 Million 0.27% of portfolio
12,550
Q1 2025 Reduced 9.95%
$219B
$1.95 Million 0.26% of portfolio
19,729
Q1 2025 Added 0.18%
$153M
$1.79 Million 0.24% of portfolio
611,750
Q1 2025 Added 15.86%
$410B
$1.78 Million 0.23% of portfolio
10,727
Q1 2025 Reduced 8.16%
$55.3B
$1.73 Million 0.23% of portfolio
6,791
Q1 2025 Added 11.18%
$222B
$1.68 Million 0.22% of portfolio
5,387
Q4 2024 Added 0.39%
$364B
$1.7 Million 0.22% of portfolio
9,993
Q1 2025 Reduced 0.12%

Summary

  • Portfolio
  • No. of Stocks 230
  • Current Value $759 Million
  • Prior Value $789 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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