Hcr Wealth Advisors has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $698 Million distributed in 220 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $111M, Vanguard Growth ETF with a value of $71.5M, Vanguard Whitehall Fds (Vangua with a value of $65.5M, Ishares Core S&P Sm Cap ETF with a value of $38.8M, and Nvidia Corp with a value of $29.9M.
Examining the 13F form we can see an increase of $40.2M in the current position value, from $658M to 698M.
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
$698 Million
ETFs: $301 Million
Technology: $190 Million
Financial Services: $40.4 Million
Industrials: $37.7 Million
Communication Services: $35.7 Million
Consumer Cyclical: $30.5 Million
Healthcare: $22.7 Million
Consumer Defensive: $18.7 Million
Other: $21.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more