Hcr Wealth Advisors Portfolio Holdings
Hcr Wealth Advisors
- $658 Million
- Q1 2024
Hcr Wealth Advisors has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $658 Million distributed in 223 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $92.5M, Vanguard Whitehall Fds (Vangua with a value of $66.3M, Vanguard Growth ETF with a value of $65.3M, Ishares Core S&P Sm Cap ETF with a value of $40.6M, and Nvidia Corp with a value of $22.1M.
Examining the 13F form we can see an increase of $25.5M in the current position value, from $633M to 658M.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 223
- Current Value $658 Million
- Prior Value $633 Million
- Filing
- Period Q1 2024
- Filing Date May 10, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 29 stocks
- Additional Purchases 51 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks