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
$428,000 0.06% of portfolio
4,124
Q3 2024 Added 4.96%
$0
$475,000 0.06% of portfolio
9,300
Q1 2024 New
$0
$423,000 0.06% of portfolio
5,062
Q4 2023 New
$0
$475,000 0.06% of portfolio
3,523
Q2 2024 Added 7.21%
$0
$424,000 0.06% of portfolio
4,000
Q2 2024 Reduced 0.77%
$0
$479,000 0.06% of portfolio
4,345
Q2 2024 Added 6.42%
$0
$437,000 0.06% of portfolio
2,221
Q2 2024 Added 1.83%
$0
$433,000 0.06% of portfolio
8,344
Q4 2023 Added 85.42%
$0
$382,000 0.05% of portfolio
9,613
Q3 2024 Reduced 0.73%
$0
$366,000 0.05% of portfolio
3,991
Q4 2023 New
$0
$346,000 0.05% of portfolio
2,314
Q3 2024 Reduced 8.75%
$0
$398,000 0.05% of portfolio
18,000
Q1 2024 Reduced 14.29%
$0
$380,000 0.05% of portfolio
5,308
Q3 2024 Added 4.12%
$0
$339,000 0.04% of portfolio
2,206
Q3 2024 Added 2.32%
$0
$282,000 0.04% of portfolio
1,578
Q3 2024 Added 14.93%
$0
$271,000 0.04% of portfolio
5,928
Q3 2024 Added 2.38%
$0
$318,000 0.04% of portfolio
6,189
Q3 2024 Added 25.77%
$0
$308,000 0.04% of portfolio
7,514
Q2 2024 Added 0.01%
$0
$275,000 0.04% of portfolio
4,763
Q3 2024 Added 20.8%
$0
$199,000 0.03% of portfolio
2,366
Q3 2024 New
$0
$263,000 0.03% of portfolio
7,015
Q1 2024 Reduced 1.56%
$0
$202,000 0.03% of portfolio
2,414
Q3 2024 New
$0
$227,000 0.03% of portfolio
4,241
Q3 2024 Reduced 96.43%
$0
$257,000 0.03% of portfolio
687
Q3 2024 Added 11.35%
$0
$255,000 0.03% of portfolio
5,647
Q3 2024 Reduced 3.72%
$0
$200,000 0.03% of portfolio
2,536
Q3 2024 New
$0
$228,000 0.03% of portfolio
2,999
Q3 2024 New
$0
$264,000 0.03% of portfolio
10,050
Q3 2023 Reduced 2.43%
$0
$264,000 0.03% of portfolio
5,500
Q2 2024 Reduced 45.0%
$0
$243,000 0.03% of portfolio
6,000
Q4 2023 New
$0
$214,000 0.03% of portfolio
1,737
Q3 2024 New

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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