Hcr Wealth Advisors has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $835 Million distributed in 237 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $109M, Vanguard Growth ETF with a value of $93.5M, Vanguard Whitehall Fds (Vangua with a value of $83.4M, Nvidia Corp with a value of $47.3M, and Ishares Core S&P Sm Cap ETF with a value of $45.8M.
Examining the 13F form we can see an increase of $75.7M in the current position value, from $759M to 835M.
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
$835 Million
ETFs: $378 Million
Technology: $215 Million
Financial Services: $54.1 Million
Industrials: $46.3 Million
Communication Services: $44 Million
Consumer Cyclical: $35.8 Million
Consumer Defensive: $19.8 Million
Healthcare: $18.7 Million
Other: $23.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
