Hcr Wealth Advisors Portfolio Holdings

Hcr Wealth Advisors

  • $789 Million
  • Q4 2024

Hcr Wealth Advisors has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $789 Million distributed in 228 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $133M, Vanguard Growth ETF with a value of $82.5M, Vanguard Whitehall Fds (Vangua with a value of $74.6M, Ishares Core S&P Sm Cap ETF with a value of $44.2M, and Nvidia Corp with a value of $36.1M.

Examining the 13F form we can see an increase of $32.8M in the current position value, from $757M to 789M.

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 $789 Million
ETFs: $343 Million
Technology: $220 Million
Financial Services: $48.1 Million
Communication Services: $39.9 Million
Industrials: $39.2 Million
Consumer Cyclical: $36 Million
Healthcare: $21 Million
Consumer Defensive: $20 Million
Other: $22.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$133 Million 16.8% of portfolio
529,758
Q4 2024 Reduced 0.15%
$355B
$36.1 Million 4.57% of portfolio
268,897
Q4 2024 Added 1.56%
$3.31T
$19.6 Million 2.48% of portfolio
46,487
Q4 2024 Reduced 1.14%
$1.2T
$18.2 Million 2.3% of portfolio
96,040
Q4 2024 Added 0.09%
$43.2B
$17.1 Million 2.16% of portfolio
94,672
Q4 2024 Reduced 15.75%
$56.2B
$12.4 Million 1.57% of portfolio
68,078
Q4 2024 Added 99.92%
$2.39T
$11 Million 1.39% of portfolio
50,106
Q4 2024 Reduced 2.39%
$1.46T
$10.7 Million 1.36% of portfolio
18,202
Q4 2024 Added 1.66%
$540B
$10.3 Million 1.3% of portfolio
32,435
Q4 2024 Added 0.4%
$416B
$7.3 Million 0.92% of portfolio
7,967
Q4 2024 Reduced 0.82%
$777B
$7.22 Million 0.91% of portfolio
30,111
Q4 2024 Added 0.14%
$1.28T
$5.76 Million 0.73% of portfolio
14,259
Q4 2024 Reduced 0.65%
$63.3B
$5.28 Million 0.67% of portfolio
1,649
Q4 2024 Added 2.68%
$603B
$4.94 Million 0.63% of portfolio
10,890
Q4 2024 Reduced 0.38%
$1.23T
$4.32 Million 0.55% of portfolio
22,664
Q4 2024 Added 2.02%
$495B
$4.18 Million 0.53% of portfolio
25,080
Q4 2024 Added 1.33%
$225B
$3.9 Million 0.49% of portfolio
7,499
Q4 2024 Added 0.73%
$233B
$3.62 Million 0.46% of portfolio
28,784
Q4 2024 Added 11.54%
$424B
$3.55 Million 0.45% of portfolio
9,119
Q4 2024 Added 1.03%
$130B
$3.55 Million 0.45% of portfolio
35,768
Q4 2024 Reduced 0.32%
$87.9B
$3.51 Million 0.44% of portfolio
23,527
Q4 2024 Added 3.06%
$105B
$3.41 Million 0.43% of portfolio
19,267
Q4 2024 Reduced 1.14%
$22.1B
$3.35 Million 0.42% of portfolio
26,932
Q4 2024 Reduced 0.31%
$227B
$3.35 Million 0.42% of portfolio
3,164
Q4 2024 Added 2.2%
$257B
$3.14 Million 0.4% of portfolio
34,797
Q4 2024 Reduced 0.46%
$143B
$2.9 Million 0.37% of portfolio
40,416
Q4 2024 Reduced 0.8%
$305B
$2.91 Million 0.37% of portfolio
20,100
Q4 2024 Reduced 6.35%
$113B
$2.86 Million 0.36% of portfolio
31,333
Q4 2024 Reduced 0.48%
$99.1B
$2.86 Million 0.36% of portfolio
12,322
Q4 2024 Added 0.43%
$149B
$2.75 Million 0.35% of portfolio
7,626
Q4 2024 Added 2.89%
$232M
$2.75 Million 0.35% of portfolio
528,000
Q4 2024 Added 15.81%
$435B
$2.76 Million 0.35% of portfolio
3,095
Q4 2024 Reduced 0.19%
$41.8B
$2.59 Million 0.33% of portfolio
12,332
Q4 2024 Reduced 0.48%
$149B
$2.57 Million 0.33% of portfolio
11,369
Q4 2024 Reduced 1.81%
$301B
$2.53 Million 0.32% of portfolio
14,235
Q4 2024 Added 0.24%
$72.8B
$2.43 Million 0.31% of portfolio
1,914
Q4 2024 New
$84.4B
$2.38 Million 0.3% of portfolio
10,263
Q4 2024 Added 0.04%
$373B
$2.33 Million 0.3% of portfolio
53,002
Q4 2024 Reduced 5.67%
$78.9B
$2.27 Million 0.29% of portfolio
13,936
Q4 2024 Reduced 9.92%
$204B
$2.19 Million 0.28% of portfolio
19,694
Q4 2024 Added 7.46%
$453B
$2.24 Million 0.28% of portfolio
20,801
Q4 2024 Reduced 1.14%
$509B
$2.05 Million 0.26% of portfolio
3,889
Q4 2024 Added 1.78%
$242B
$1.96 Million 0.25% of portfolio
19,696
Q4 2024 Reduced 6.61%
$51.2B
$1.93 Million 0.24% of portfolio
6,108
Q4 2024 Added 7.48%
$50.3B
$1.91 Million 0.24% of portfolio
9,919
Q4 2023 Reduced 0.41%
$29.5B
$1.78 Million 0.23% of portfolio
8,044
Q4 2024 Reduced 8.08%
$29.5B
$1.77 Million 0.22% of portfolio
15,347
Q4 2024 Added 2.85%
$389B
$1.68 Million 0.21% of portfolio
10,005
Q4 2024 Reduced 0.29%
$384B
$1.69 Million 0.21% of portfolio
11,680
Q4 2024 Reduced 1.5%

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $789 Million
  • Prior Value $757 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
Track This Portfolio

Track Hcr Wealth Advisors Portfolio

Follow Hcr Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email