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
$29.6B
$1.6 Million 0.21% of portfolio
17,523
Q1 2025 Added 14.18%
$146B
$1.48 Million 0.19% of portfolio
4,748
Q1 2025 Added 0.13%
$59.7B
$1.37 Million 0.18% of portfolio
5,625
Q1 2025 Reduced 5.95%
$67.5B
$1.3 Million 0.17% of portfolio
16,211
Q1 2025 Reduced 0.11%
$106B
$1.28 Million 0.17% of portfolio
21,254
Q1 2025 Added 0.12%
$23.3B
$1.29 Million 0.17% of portfolio
11,750
Q1 2025 Reduced 0.03%
$194B
$1.28 Million 0.17% of portfolio
3,342
Q1 2025 Reduced 1.5%
$31.5B
$1.22 Million 0.16% of portfolio
6,673
Q1 2025 Reduced 17.04%
$187B
$1.25 Million 0.16% of portfolio
3,777
Q1 2025 Reduced 0.42%
$54.3B
$1.15 Million 0.15% of portfolio
30,322
Q1 2025 Reduced 1.35%
$273B
$1.11 Million 0.15% of portfolio
2,123
Q1 2025 Reduced 2.88%
$56.9B
$1.16 Million 0.15% of portfolio
17,850
Q3 2024 Reduced 36.54%
$67.5B
$1.04 Million 0.14% of portfolio
9,328
Q1 2025 Added 0.48%
$720B
$1.04 Million 0.14% of portfolio
1,260
Q4 2024 Reduced 11.58%
$131B
$1.02 Million 0.13% of portfolio
3,748
Q1 2025 Added 117.53%
$264B
$1.01 Million 0.13% of portfolio
6,345
Q1 2025 Added 0.06%
$161B
$959,000 0.13% of portfolio
12,257
Q1 2025 Reduced 4.56%
$16.8B
$989,000 0.13% of portfolio
6,722
Q1 2025 Reduced 2.15%
$211B
$1 Million 0.13% of portfolio
1,837
Q1 2025 Added 19.36%
$289B
$818,000 0.11% of portfolio
11,405
Q4 2024 Added 0.08%
$1.83B
$801,000 0.11% of portfolio
66,369
Q1 2025 Reduced 13.02%
$2.88B
$856,000 0.11% of portfolio
10,886
Q1 2025 Reduced 0.98%
$66.7B
$858,000 0.11% of portfolio
20,345
Q1 2025 Added 1.18%
$189B
$739,000 0.1% of portfolio
1,205
Q1 2025 Reduced 7.87%
$6.85B
$672,000 0.09% of portfolio
3,750
Q1 2025 Reduced 25.0%
$311B
$681,000 0.09% of portfolio
9,514
Q1 2025 Reduced 2.78%
$94.2B
$639,000 0.08% of portfolio
1,832
Q1 2025 Reduced 0.16%
$199B
$589,000 0.08% of portfolio
1,190
Q1 2025 Added 11.11%
$54.4B
$638,000 0.08% of portfolio
10,377
Q1 2025 Added 10.66%
$199B
$638,000 0.08% of portfolio
4,823
Q1 2025 Reduced 3.46%
$99.4B
$622,000 0.08% of portfolio
10,213
Q1 2025 Reduced 2.62%
$104B
$619,000 0.08% of portfolio
4,429
Q1 2025 Added 48.33%
$253B
$641,000 0.08% of portfolio
3,207
Q1 2025 Reduced 0.47%
$87.4B
$505,000 0.07% of portfolio
832
Q1 2025 Added 32.7%
$239B
$510,000 0.07% of portfolio
2,053
Q1 2025 Added 17.11%
$193B
$543,000 0.07% of portfolio
6,057
Q1 2025 Reduced 69.25%
$54.7B
$545,000 0.07% of portfolio
3,198
Q1 2025 Reduced 1.9%
$224B
$558,000 0.07% of portfolio
2,074
Q1 2025 Reduced 0.19%
$185B
$495,000 0.07% of portfolio
10,933
Q1 2025 Added 5.86%
$79.5B
$505,000 0.07% of portfolio
7,959
Q1 2025 Reduced 0.62%
$1.01T
$462,000 0.06% of portfolio
2,784
Q1 2025 Added 3.53%
$167B
$429,000 0.06% of portfolio
1,518
Q1 2025 Added 0.53%
$24.4B
$456,000 0.06% of portfolio
6,398
Q1 2025 Added 0.42%
$291B
$453,000 0.06% of portfolio
1,691
Q1 2025 Added 25.91%
$18.9B
$451,000 0.06% of portfolio
5,481
Q1 2025 Reduced 1.98%
$123B
$442,000 0.06% of portfolio
990
Q1 2025 Reduced 9.17%
$0
$415,000 0.05% of portfolio
75,353
Q4 2023 New
$50.3B
$360,000 0.05% of portfolio
575
Q1 2025 Reduced 0.17%
$189B
$344,000 0.05% of portfolio
3,349
Q1 2025 Reduced 6.16%

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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