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 Market Cap. of $10 Billions to $200 Billions
