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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$74.1 Million 9.79% of portfolio
192,985
Q3 2024 Added 0.92%
$0
$71.6 Million 9.47% of portfolio
558,839
Q3 2024 Added 1.24%
$0
$43 Million 5.68% of portfolio
367,678
Q3 2024 Added 0.99%
$0
$20.2 Million 2.66% of portfolio
34,934
Q3 2024 Added 1.25%
$0
$16 Million 2.11% of portfolio
882,202
Q3 2024 Added 0.81%
$0
$10.5 Million 1.39% of portfolio
196,423
Q3 2024 Added 908.33%
$0
$5.43 Million 0.72% of portfolio
113,457
Q3 2024 Reduced 1.35%
$0
$5.39 Million 0.71% of portfolio
11,036
Q3 2024 Added 6.32%
$0
$5.25 Million 0.69% of portfolio
9,140
Q3 2024 Added 22.16%
$0
$4.98 Million 0.66% of portfolio
59,863
Q3 2024 Reduced 0.97%
$0
$4.63 Million 0.61% of portfolio
47,170
Q3 2024 Added 1.31%
$0
$4.27 Million 0.56% of portfolio
41,027
Q3 2024 Reduced 0.18%
$0
$4.05 Million 0.54% of portfolio
50,149
Q3 2024 Added 2.57%
$83.2B
$3.99 Million 0.53% of portfolio
16,395
Q3 2024 Added 5.79%
$0
$3.11 Million 0.41% of portfolio
148,060
Q3 2024 Reduced 2.87%
$0
$2.26 Million 0.3% of portfolio
22,424
Q3 2024 Added 4.47%
$0
$2.11 Million 0.28% of portfolio
21,520
Q3 2024 Added 32.47%
$0
$2.05 Million 0.27% of portfolio
40,535
Q3 2024 Reduced 8.21%
$0
$1.75 Million 0.23% of portfolio
6,190
Q3 2024 Added 100.19%
$0
$1.68 Million 0.22% of portfolio
37,202
Q3 2024 Reduced 11.7%
$0
$1.68 Million 0.22% of portfolio
25,714
Q3 2024 Added 414.28%
$0
$1.63 Million 0.22% of portfolio
32,067
Q3 2024 Added 12.56%
$0
$1.56 Million 0.21% of portfolio
10,706
Q3 2024 Reduced 20.42%
$0
$1.48 Million 0.2% of portfolio
12,370
Q3 2024 Added 0.65%
$0
$1.5 Million 0.2% of portfolio
31,870
Q3 2024 Added 4.19%
$0
$1.46 Million 0.19% of portfolio
9,651
Q3 2024 Added 0.01%
$0
$1.38 Million 0.18% of portfolio
26,092
Q3 2024 Added 3.35%
$0
$1.39 Million 0.18% of portfolio
41,910
Q3 2024 Reduced 0.52%
$0
$1.36 Million 0.18% of portfolio
23,352
Q3 2024 Added 2.16%
$0
$1.33 Million 0.18% of portfolio
2,514
Q3 2024 Added 31.42%
$0
$1.27 Million 0.17% of portfolio
16,331
Q3 2024 Added 9.35%
$0
$1.06 Million 0.14% of portfolio
4,799
Q3 2024 Added 5.61%
$0
$1.09 Million 0.14% of portfolio
4,829
Q3 2024 Reduced 4.17%
$0
$1.02 Million 0.14% of portfolio
1,745
Q3 2024 Added 21.18%
$0
$1.02 Million 0.13% of portfolio
11,637
Q3 2024 Added 10.53%
$0
$995,000 0.13% of portfolio
10,520
Q4 2023 Reduced 9.5%
$0
$847,000 0.11% of portfolio
6,747
Q4 2023 Added 5.06%
$0
$734,000 0.1% of portfolio
1,737
Q3 2024 Added 59.8%
$0
$762,000 0.1% of portfolio
8,310
Q3 2024 Reduced 11.97%
$0
$686,000 0.09% of portfolio
2,434
Q3 2024 Reduced 3.57%
$0
$655,000 0.09% of portfolio
8,723
Q3 2024 Added 3.75%
$0
$673,000 0.09% of portfolio
7,037
Q2 2024 Added 0.67%
$0
$614,000 0.08% of portfolio
1,079
Q3 2024 Added 0.09%
$0
$624,000 0.08% of portfolio
7,940
Q2 2024 Reduced 3.03%
$0
$585,000 0.08% of portfolio
5,186
Q3 2024 Added 3.93%
$0
$579,000 0.08% of portfolio
5,692
Q2 2024 Reduced 4.21%
$0
$539,000 0.07% of portfolio
4,585
Q3 2024 Added 58.93%
$0
$515,000 0.07% of portfolio
8,840
Q2 2022 Reduced 13.67%
$0
$499,000 0.07% of portfolio
5,337
Q1 2024 Reduced 10.48%

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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