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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$77.9 Million 10.27% of portfolio	604,437	Q1 2025 Added 3.4%
VUG Vanguard Growth ETF ETFs	$0	$77 Million 10.14% of portfolio	207,621	Q1 2025 Added 3.35%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$42.8 Million 5.64% of portfolio	409,410	Q1 2025 Added 6.61%
IVV Ishares Core S&P 500 ETF ETFs	$0	$21.5 Million 2.83% of portfolio	38,241	Q1 2025 Added 2.11%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$16.3 Million 2.15% of portfolio	927,396	Q1 2025 Added 8.95%
IEMG Ishares Inc ETFs	$0	$11.9 Million 1.57% of portfolio	222,708	Q1 2025 Added 7.69%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$5.68 Million 0.75% of portfolio	112,055	Q1 2025 Added 156.06%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$5.42 Million 0.71% of portfolio	9,690	Q1 2025 Added 6.65%
GLD Spdr Gold Trust ETFs	$106B	$5.12 Million 0.67% of portfolio	17,776	Q1 2025 Added 5.5%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$5.04 Million 0.66% of portfolio	10,742	Q1 2025 Added 0.06%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$4.92 Million 0.65% of portfolio	108,605	Q1 2025 Reduced 0.27%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$4.44 Million 0.59% of portfolio	53,727	Q1 2025 Reduced 7.75%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$4.15 Million 0.55% of portfolio	165,820	Q1 2025 Added 0.6%
XLU Utilities Sector Spdr ETFs	$0	$4.02 Million 0.53% of portfolio	50,948	Q1 2025 Added 0.9%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$3.94 Million 0.52% of portfolio	7,669	Q1 2025 Added 5.65%
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$3.08 Million 0.41% of portfolio	148,551	Q1 2025 Reduced 1.2%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$2.32 Million 0.31% of portfolio	23,070	Q1 2025 Added 11.4%
SHYG Ishares 0 5 Year High Yield CO ETFs	$0	$2.17 Million 0.29% of portfolio	51,008	Q4 2024 Added 2.0%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.85 Million 0.24% of portfolio	6,722	Q1 2025 Added 5.13%
TFLO Ishares Treasury Floating Rate ETFs	$0	$1.74 Million 0.23% of portfolio	34,435	Q1 2025 Reduced 13.06%
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	$0	$1.7 Million 0.22% of portfolio	32,640	Q1 2025 Added 3.19%
CSM Proshares Large Cap Core Plus ETFs	$0	$1.64 Million 0.22% of portfolio	25,714	Q3 2024 Added 414.28%
VEA Vanguard Ftse Developed Market ETFs	$0	$1.48 Million 0.2% of portfolio	29,169	Q1 2025 Added 2.4%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$1.55 Million 0.2% of portfolio	35,364	Q1 2025 Added 5.25%
CMF Ishares California Muni Bond E ETFs	$0	$1.34 Million 0.18% of portfolio	23,746	Q1 2025 Added 0.17%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$1.32 Million 0.17% of portfolio	42,815	Q1 2025 Added 0.25%
IYW Ishares Dj Us Tech ETF ETFs	$0	$1.3 Million 0.17% of portfolio	9,229	Q1 2025 Reduced 1.34%
IEF Ishares Barclays ETFs	$0	$1.32 Million 0.17% of portfolio	13,820	Q1 2025 Reduced 25.38%
IEFA Ishares Tr ETFs	$0	$1.23 Million 0.16% of portfolio	16,291	Q1 2025 Added 4.24%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$1.19 Million 0.16% of portfolio	10,114	Q1 2025 Reduced 15.99%
IWM Ishares Russell 2000 ETF ETFs	$0	$975,000 0.13% of portfolio	4,889	Q4 2024 Added 1.88%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$972,000 0.13% of portfolio	10,520	Q4 2023 Reduced 9.5%
VGT Vanguard Information Technolog ETFs	$0	$986,000 0.13% of portfolio	1,818	Q4 2024 Added 4.18%
XLK Technology Sector Spdr ETFs	$0	$997,000 0.13% of portfolio	4,829	Q3 2024 Reduced 4.17%
XLE Energy Sector Spdr ETFs	$0	$904,000 0.12% of portfolio	9,682	Q1 2025 Reduced 3.29%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$823,000 0.11% of portfolio	6,747	Q4 2023 Added 5.06%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$671,000 0.09% of portfolio	1,599	Q1 2025 Reduced 8.05%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$653,000 0.09% of portfolio	7,040	Q1 2025 Added 0.04%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$692,000 0.09% of portfolio	4,055	Q1 2025 Added 42.88%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$693,000 0.09% of portfolio	9,446	Q1 2025 Added 4.79%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$573,000 0.08% of portfolio	1,075	Q1 2025 Reduced 0.37%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$621,000 0.08% of portfolio	7,940	Q2 2024 Reduced 3.03%
VHT Vanguard Health Care ETF ETFs	$0	$595,000 0.08% of portfolio	2,249	Q1 2025 Reduced 14.19%
HDV Ishares Core High Dividend ETF ETFs	$0	$515,000 0.07% of portfolio	4,255	Q1 2025 Reduced 7.2%
IYR Ishares Tr ETFs	$0	$545,000 0.07% of portfolio	5,693	Q1 2025 Added 0.02%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$535,000 0.07% of portfolio	4,924	Q1 2025 Reduced 2.26%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$463,000 0.06% of portfolio	9,334	Q1 2025 Added 0.37%
FMB First Tr Exchange Traded Fd Ii ETFs	$0	$420,000 0.06% of portfolio	8,344	Q4 2023 Added 85.42%
FV First Trust Dorsey Wright Focu ETFs	$0	$484,000 0.06% of portfolio	8,840	Q2 2022 Reduced 13.67%
XLF Financial Sector Spdr ETFs	$0	$422,000 0.06% of portfolio	8,487	Q1 2025 Reduced 2.75%

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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Hcr Wealth Advisors Portfolio Holdings