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 Market Cap. of $10 Billions to $200 Billions
