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
$3.14B
$963,000 0.13% of portfolio
11,585
Q3 2024 Added 0.16%
$0
$995,000 0.13% of portfolio
10,520
Q4 2023 Reduced 9.5%
$78B
$909,000 0.12% of portfolio
19,896
Q3 2024 Added 0.52%
$54.3B
$901,000 0.12% of portfolio
17,850
Q3 2024 Reduced 36.54%
$180B
$811,000 0.11% of portfolio
1,306
Q3 2024 Added 36.61%
$148B
$840,000 0.11% of portfolio
12,974
Q3 2024 Added 2.0%
$142B
$854,000 0.11% of portfolio
1,461
Q3 2024 Added 52.03%
$6.59B
$826,000 0.11% of portfolio
5,000
Q3 2024 New
$0
$847,000 0.11% of portfolio
6,747
Q4 2023 Added 5.06%
$202B
$767,000 0.1% of portfolio
6,325
Q3 2024 Added 0.11%
$0
$734,000 0.1% of portfolio
1,737
Q3 2024 Added 59.8%
$0
$762,000 0.1% of portfolio
8,310
Q3 2024 Reduced 11.97%
$78.9B
$748,000 0.1% of portfolio
10,377
Q1 2024 Added 17.03%
$101B
$699,000 0.09% of portfolio
1,834
Q3 2024 Added 42.17%
$97.5B
$718,000 0.09% of portfolio
8,129
Q3 2024 Reduced 5.29%
$0
$686,000 0.09% of portfolio
2,434
Q3 2024 Reduced 3.57%
$206B
$718,000 0.09% of portfolio
1,452
Q3 2024 Reduced 2.68%
$276B
$710,000 0.09% of portfolio
9,882
Q3 2024 Reduced 2.61%
$0
$673,000 0.09% of portfolio
7,037
Q2 2024 Added 0.67%
$0
$614,000 0.08% of portfolio
1,079
Q3 2024 Added 0.09%
$198B
$606,000 0.08% of portfolio
3,216
Q3 2024 Added 0.5%
$288B
$643,000 0.08% of portfolio
11,396
Q4 2023 Added 11.93%
$0
$624,000 0.08% of portfolio
7,940
Q2 2024 Reduced 3.03%
$0
$585,000 0.08% of portfolio
5,186
Q3 2024 Added 3.93%
$0
$579,000 0.08% of portfolio
5,692
Q2 2024 Reduced 4.21%
$125B
$593,000 0.08% of portfolio
11,472
Q3 2024 Reduced 4.99%
$178B
$629,000 0.08% of portfolio
5,193
Q3 2024 Added 20.85%
$223B
$540,000 0.07% of portfolio
3,297
Q3 2024 Reduced 1.58%
$225B
$562,000 0.07% of portfolio
2,075
Q2 2024 Reduced 2.99%
$29.6B
$530,000 0.07% of portfolio
6,338
Q3 2024 New
$0
$539,000 0.07% of portfolio
4,585
Q3 2024 Added 58.93%
$64.4B
$521,000 0.07% of portfolio
6,478
Q3 2024 Reduced 14.22%
$0
$515,000 0.07% of portfolio
8,840
Q2 2022 Reduced 13.67%
$0
$499,000 0.07% of portfolio
5,337
Q1 2024 Reduced 10.48%
$194B
$525,000 0.07% of portfolio
1,069
Q3 2024 Reduced 0.09%
$7.95B
$420,000 0.06% of portfolio
2,000
Q4 2022 New
$0
$428,000 0.06% of portfolio
4,124
Q3 2024 Added 4.96%
$181B
$450,000 0.06% of portfolio
10,026
Q3 2024 Added 6.53%
$0
$475,000 0.06% of portfolio
9,300
Q1 2024 New
$223B
$445,000 0.06% of portfolio
2,618
Q3 2024 Added 16.98%
$150B
$484,000 0.06% of portfolio
1,461
Q3 2024 Added 43.38%
$0
$423,000 0.06% of portfolio
5,062
Q4 2023 New
$0
$475,000 0.06% of portfolio
3,523
Q2 2024 Added 7.21%
$0
$424,000 0.06% of portfolio
4,000
Q2 2024 Reduced 0.77%
$19.4B
$448,000 0.06% of portfolio
5,453
Q3 2024 Added 1.51%
$0
$479,000 0.06% of portfolio
4,345
Q2 2024 Added 6.42%
$0
$437,000 0.06% of portfolio
2,221
Q2 2024 Added 1.83%
$14.9B
$439,000 0.06% of portfolio
11,232
Q3 2024 Reduced 45.82%
$0
$433,000 0.06% of portfolio
8,344
Q4 2023 Added 85.42%

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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