Hcr Wealth Advisors Portfolio Holdings

Hcr Wealth Advisors

  • $698 Million
  • Q2 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.04B
$3.97 Million 0.57% of portfolio
24,884
Q2 2024 Added 0.93%
$2.62B
$1.07 Million 0.15% of portfolio
78,363
Q2 2024 Reduced 0.47%
$3.05B
$839,000 0.12% of portfolio
11,566
Q2 2024 Reduced 0.1%
$9.72B
$420,000 0.06% of portfolio
2,000
Q4 2022 New
$9.95B
$257,000 0.04% of portfolio
3,058
Q4 2023 New
$2.48B
$172,000 0.02% of portfolio
10,000
Q1 2022 New
$2.14B
$49,000 0.01% of portfolio
10,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 220
  • Current Value $698 Million
  • Prior Value $658 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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