Hcr Wealth Advisors Portfolio Holdings

Hcr Wealth Advisors

  • $757 Million
  • Q3 2024

Hcr Wealth Advisors has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $757 Million distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $124M, Vanguard Growth ETF with a value of $74.1M, Vanguard Whitehall Fds (Vangua with a value of $71.6M, Ishares Core S&P Sm Cap ETF with a value of $43M, and Nvidia Corp with a value of $32.2M.

Examining the 13F form we can see an increase of $58.2M in the current position value, from $698M to 757M.

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 $757 Million
ETFs: $329 Million
Technology: $205 Million
Financial Services: $44.5 Million
Industrials: $38.9 Million
Communication Services: $35.8 Million
Consumer Cyclical: $33.1 Million
Healthcare: $25.2 Million
Consumer Defensive: $20.5 Million
Other: $23.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.4B
$1.68 Million 0.22% of portfolio
6,141
Q3 2024 Reduced 1.65%
$55.7B
$1.51 Million 0.2% of portfolio
30,214
Q3 2024 Added 5.76%
$140B
$1.53 Million 0.2% of portfolio
4,742
Q3 2024 Reduced 0.4%
$1.42B
$1.5 Million 0.2% of portfolio
78,207
Q3 2024 Reduced 0.2%
$185B
$1.48 Million 0.2% of portfolio
3,793
Q3 2024 Added 9.03%
$195B
$1.42 Million 0.19% of portfolio
11,954
Q3 2024 Added 36.98%
$260M
$1.38 Million 0.18% of portfolio
455,921
Q3 2024 Added 24.34%
$54.2B
$1.26 Million 0.17% of portfolio
16,225
Q4 2023 Added 1.15%
$760B
$1.26 Million 0.17% of portfolio
1,425
Q3 2024 Reduced 2.06%
$487B
$1.32 Million 0.17% of portfolio
2,265
Q3 2024 Added 2.77%
$24.6B
$1.22 Million 0.16% of portfolio
11,648
Q3 2024 Added 0.28%
$19.4B
$1.11 Million 0.15% of portfolio
6,802
Q3 2024 Added 0.12%
$91.2B
$1.08 Million 0.14% of portfolio
21,191
Q3 2024 Reduced 0.35%
$63.8B
$1.03 Million 0.14% of portfolio
9,240
Q3 2024 Added 0.42%
$2.62B
$963,000 0.13% of portfolio
11,585
Q3 2024 Added 0.16%
$70.4B
$909,000 0.12% of portfolio
19,896
Q3 2024 Added 0.52%
$176B
$811,000 0.11% of portfolio
1,306
Q3 2024 Added 36.61%
$132B
$840,000 0.11% of portfolio
12,974
Q3 2024 Added 2.0%
$123B
$854,000 0.11% of portfolio
1,461
Q3 2024 Added 52.03%
$5.84B
$826,000 0.11% of portfolio
5,000
Q3 2024 New
$182B
$767,000 0.1% of portfolio
6,325
Q3 2024 Added 0.11%
$97.5B
$748,000 0.1% of portfolio
10,377
Q1 2024 Added 17.03%
$85.6B
$699,000 0.09% of portfolio
1,834
Q3 2024 Added 42.17%
$89.7B
$718,000 0.09% of portfolio
8,129
Q3 2024 Reduced 5.29%
$191B
$718,000 0.09% of portfolio
1,452
Q3 2024 Reduced 2.68%
$264B
$710,000 0.09% of portfolio
9,882
Q3 2024 Reduced 2.61%
$188B
$606,000 0.08% of portfolio
3,216
Q3 2024 Added 0.5%
$266B
$643,000 0.08% of portfolio
11,396
Q4 2023 Added 11.93%
$119B
$593,000 0.08% of portfolio
11,472
Q3 2024 Reduced 4.99%
$169B
$629,000 0.08% of portfolio
5,193
Q3 2024 Added 20.85%
$187B
$540,000 0.07% of portfolio
3,297
Q3 2024 Reduced 1.58%
$219B
$562,000 0.07% of portfolio
2,075
Q2 2024 Reduced 2.99%
$24.7B
$530,000 0.07% of portfolio
6,338
Q3 2024 New
$55.6B
$521,000 0.07% of portfolio
6,478
Q3 2024 Reduced 14.22%
$193B
$525,000 0.07% of portfolio
1,069
Q3 2024 Reduced 0.09%
$6.99B
$420,000 0.06% of portfolio
2,000
Q4 2022 New
$159B
$450,000 0.06% of portfolio
10,026
Q3 2024 Added 6.53%
$197B
$445,000 0.06% of portfolio
2,618
Q3 2024 Added 16.98%
$136B
$484,000 0.06% of portfolio
1,461
Q3 2024 Added 43.38%
$17.9B
$448,000 0.06% of portfolio
5,453
Q3 2024 Added 1.51%
$12.5B
$439,000 0.06% of portfolio
11,232
Q3 2024 Reduced 45.82%
$117B
$453,000 0.06% of portfolio
2,961
Q3 2024 Reduced 32.69%
$46.4B
$457,000 0.06% of portfolio
3,259
Q2 2024 Added 1.02%
$138B
$382,000 0.05% of portfolio
1,507
Q4 2023 New
$318B
$371,000 0.05% of portfolio
1,358
Q3 2024 Added 9.69%
$1.57B
$386,000 0.05% of portfolio
6,700
Q3 2024 Added 63.41%
$0
$413,000 0.05% of portfolio
75,353
Q4 2023 New
$54.8B
$342,000 0.05% of portfolio
2,604
Q3 2024 Reduced 1.03%
$89.9B
$358,000 0.05% of portfolio
2,627
Q2 2024 Reduced 1.79%

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $757 Million
  • Prior Value $698 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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