Hcr Wealth Advisors Portfolio Holdings

Hcr Wealth Advisors

  • $759 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.1B
$2.54 Million 0.33% of portfolio
12,122
Q1 2025 Reduced 1.7%
$440B
$2.47 Million 0.33% of portfolio
20,755
Q1 2025 Reduced 0.22%
$142B
$2.35 Million 0.31% of portfolio
11,100
Q1 2025 Reduced 2.37%
$0
$2.32 Million 0.31% of portfolio
23,070
Q1 2025 Added 11.4%
$25.8B
$2.29 Million 0.3% of portfolio
23,985
Q1 2025 Added 386.71%
$0
$2.17 Million 0.29% of portfolio
51,008
Q4 2024 Added 2.0%
$320B
$2.21 Million 0.29% of portfolio
53,016
Q1 2025 Added 0.03%
$78B
$2.1 Million 0.28% of portfolio
12,518
Q1 2025 Added 1.59%
$32.7B
$2.13 Million 0.28% of portfolio
24,601
Q1 2025 Added 917.83%
$523B
$2.11 Million 0.28% of portfolio
3,844
Q1 2025 Reduced 1.16%
$53.6B
$2.05 Million 0.27% of portfolio
9,917
Q1 2025 Reduced 0.02%
$73.2B
$2.07 Million 0.27% of portfolio
12,550
Q1 2025 Reduced 9.95%
$166B
$1.95 Million 0.26% of portfolio
19,729
Q1 2025 Added 0.18%
$0
$1.85 Million 0.24% of portfolio
6,722
Q1 2025 Added 5.13%
$147M
$1.79 Million 0.24% of portfolio
611,750
Q1 2025 Added 15.86%
$409B
$1.78 Million 0.23% of portfolio
10,727
Q1 2025 Reduced 8.16%
$41.9B
$1.73 Million 0.23% of portfolio
6,791
Q1 2025 Added 11.18%
$235B
$1.68 Million 0.22% of portfolio
5,387
Q4 2024 Added 0.39%
$0
$1.7 Million 0.22% of portfolio
32,640
Q1 2025 Added 3.19%
$0
$1.64 Million 0.22% of portfolio
25,714
Q3 2024 Added 414.28%
$385B
$1.7 Million 0.22% of portfolio
9,993
Q1 2025 Reduced 0.12%
$23.8B
$1.6 Million 0.21% of portfolio
17,523
Q1 2025 Added 14.18%
$0
$1.48 Million 0.2% of portfolio
29,169
Q1 2025 Added 2.4%
$0
$1.55 Million 0.2% of portfolio
35,364
Q1 2025 Added 5.25%
$156B
$1.48 Million 0.19% of portfolio
4,748
Q1 2025 Added 0.13%
$54.7B
$1.37 Million 0.18% of portfolio
5,625
Q1 2025 Reduced 5.95%
$0
$1.34 Million 0.18% of portfolio
23,746
Q1 2025 Added 0.17%
$0
$1.32 Million 0.17% of portfolio
42,815
Q1 2025 Added 0.25%
$0
$1.3 Million 0.17% of portfolio
9,229
Q1 2025 Reduced 1.34%
$57.8B
$1.3 Million 0.17% of portfolio
16,211
Q1 2025 Reduced 0.11%
$106B
$1.28 Million 0.17% of portfolio
21,254
Q1 2025 Added 0.12%
$0
$1.32 Million 0.17% of portfolio
13,820
Q1 2025 Reduced 25.38%
$24.1B
$1.29 Million 0.17% of portfolio
11,750
Q1 2025 Reduced 0.03%
$174B
$1.28 Million 0.17% of portfolio
3,342
Q1 2025 Reduced 1.5%
$30.2B
$1.22 Million 0.16% of portfolio
6,673
Q1 2025 Reduced 17.04%
$0
$1.23 Million 0.16% of portfolio
16,291
Q1 2025 Added 4.24%
$163B
$1.25 Million 0.16% of portfolio
3,777
Q1 2025 Reduced 0.42%
$0
$1.19 Million 0.16% of portfolio
10,114
Q1 2025 Reduced 15.99%
$51.5B
$1.15 Million 0.15% of portfolio
30,322
Q1 2025 Reduced 1.35%
$385B
$1.11 Million 0.15% of portfolio
2,123
Q1 2025 Reduced 2.88%
$52.1B
$1.16 Million 0.15% of portfolio
17,850
Q3 2024 Reduced 36.54%
$68.7B
$1.04 Million 0.14% of portfolio
9,328
Q1 2025 Added 0.48%
$854B
$1.04 Million 0.14% of portfolio
1,260
Q4 2024 Reduced 11.58%
$0
$975,000 0.13% of portfolio
4,889
Q4 2024 Added 1.88%
$117B
$1.02 Million 0.13% of portfolio
3,748
Q1 2025 Added 117.53%
$0
$972,000 0.13% of portfolio
10,520
Q4 2023 Reduced 9.5%
$266B
$1.01 Million 0.13% of portfolio
6,345
Q1 2025 Added 0.06%
$0
$986,000 0.13% of portfolio
1,818
Q4 2024 Added 4.18%
$150B
$1.01 Million 0.13% of portfolio
14,483
Q1 2025 Added 23.58%

Summary

  • Portfolio
  • No. of Stocks 230
  • Current Value $759 Million
  • Prior Value $789 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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