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.

Portfolio value $757 Million
ETFs: $329 Million
Technology: $205 Million
Financial Services: $44.5 Million
Industrials: $38.9 Million
Communication Services: $35.8 Million
Consumer Cyclical: $33.1 Million
Healthcare: $25.2 Million
Consumer Defensive: $20.5 Million
Other: $23.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$251B
$2.39 Million 0.32% of portfolio
21,089
Q3 2024 Added 0.37%
$38.6B
$2.25 Million 0.3% of portfolio
8,751
Q3 2024 Added 1.36%
$0
$2.26 Million 0.3% of portfolio
22,424
Q3 2024 Added 4.47%
$82.3B
$2.26 Million 0.3% of portfolio
10,259
Q3 2024 Added 1.38%
$377B
$2.23 Million 0.29% of portfolio
56,185
Q3 2024 Added 4.77%
$0
$2.17 Million 0.29% of portfolio
50,008
Q3 2024 Reduced 0.08%
$400B
$2.2 Million 0.29% of portfolio
3,101
Q3 2024 Added 3.89%
$0
$2.11 Million 0.28% of portfolio
21,520
Q3 2024 Added 32.47%
$66.5B
$2.12 Million 0.28% of portfolio
12,269
Q3 2024 Added 1,538.05%
$0
$2.05 Million 0.27% of portfolio
40,535
Q3 2024 Reduced 8.21%
$55.1B
$1.88 Million 0.25% of portfolio
9,919
Q4 2023 Reduced 0.41%
$497B
$1.89 Million 0.25% of portfolio
3,821
Q3 2024 Reduced 0.31%
$406B
$1.92 Million 0.25% of portfolio
11,858
Q3 2024 Added 3.66%
$238B
$1.78 Million 0.24% of portfolio
3,436
Q3 2024 Added 5.85%
$0
$1.75 Million 0.23% of portfolio
6,190
Q3 2024 Added 100.19%
$418B
$1.74 Million 0.23% of portfolio
10,034
Q3 2024 Added 3.65%
$37.4B
$1.77 Million 0.23% of portfolio
14,922
Q3 2024 Added 23.54%
$0
$1.68 Million 0.22% of portfolio
37,202
Q3 2024 Reduced 11.7%
$0
$1.68 Million 0.22% of portfolio
25,714
Q3 2024 Added 414.28%
$0
$1.63 Million 0.22% of portfolio
32,067
Q3 2024 Added 12.56%
$214B
$1.63 Million 0.22% of portfolio
5,366
Q3 2024 Added 0.34%
$48.9B
$1.69 Million 0.22% of portfolio
5,683
Q3 2024 Added 35.05%
$78.1B
$1.68 Million 0.22% of portfolio
6,141
Q3 2024 Reduced 1.65%
$0
$1.56 Million 0.21% of portfolio
10,706
Q3 2024 Reduced 20.42%
$0
$1.48 Million 0.2% of portfolio
12,370
Q3 2024 Added 0.65%
$62.5B
$1.51 Million 0.2% of portfolio
30,214
Q3 2024 Added 5.76%
$158B
$1.53 Million 0.2% of portfolio
4,742
Q3 2024 Reduced 0.4%
$0
$1.5 Million 0.2% of portfolio
31,870
Q3 2024 Added 4.19%
$1.9B
$1.5 Million 0.2% of portfolio
78,207
Q3 2024 Reduced 0.2%
$210B
$1.48 Million 0.2% of portfolio
3,793
Q3 2024 Added 9.03%
$237B
$1.42 Million 0.19% of portfolio
11,954
Q3 2024 Added 36.98%
$0
$1.46 Million 0.19% of portfolio
9,651
Q3 2024 Added 0.01%
$0
$1.38 Million 0.18% of portfolio
26,092
Q3 2024 Added 3.35%
$0
$1.39 Million 0.18% of portfolio
41,910
Q3 2024 Reduced 0.52%
$0
$1.36 Million 0.18% of portfolio
23,352
Q3 2024 Added 2.16%
$163M
$1.38 Million 0.18% of portfolio
455,921
Q3 2024 Added 24.34%
$0
$1.33 Million 0.18% of portfolio
2,514
Q3 2024 Added 31.42%
$57.5B
$1.26 Million 0.17% of portfolio
16,225
Q4 2023 Added 1.15%
$0
$1.27 Million 0.17% of portfolio
16,331
Q3 2024 Added 9.35%
$711B
$1.26 Million 0.17% of portfolio
1,425
Q3 2024 Reduced 2.06%
$553B
$1.32 Million 0.17% of portfolio
2,265
Q3 2024 Added 2.77%
$27.2B
$1.22 Million 0.16% of portfolio
11,648
Q3 2024 Added 0.28%
$20.9B
$1.11 Million 0.15% of portfolio
6,802
Q3 2024 Added 0.12%
$102B
$1.08 Million 0.14% of portfolio
21,191
Q3 2024 Reduced 0.35%
$0
$1.06 Million 0.14% of portfolio
4,799
Q3 2024 Added 5.61%
$0
$1.09 Million 0.14% of portfolio
4,829
Q3 2024 Reduced 4.17%
$71B
$1.03 Million 0.14% of portfolio
9,240
Q3 2024 Added 0.42%
$0
$1.02 Million 0.14% of portfolio
1,745
Q3 2024 Added 21.18%
$0
$1.02 Million 0.13% of portfolio
11,637
Q3 2024 Added 10.53%

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
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