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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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