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
$148B
$959,000 0.13% of portfolio
12,257
Q1 2025 Reduced 4.56%
$17.6B
$989,000 0.13% of portfolio
6,722
Q1 2025 Reduced 2.15%
$187B
$1 Million 0.13% of portfolio
1,837
Q1 2025 Added 19.36%
$0
$997,000 0.13% of portfolio
4,829
Q3 2024 Reduced 4.17%
$0
$904,000 0.12% of portfolio
9,682
Q1 2025 Reduced 3.29%
$270B
$818,000 0.11% of portfolio
11,405
Q4 2024 Added 0.08%
$1.79B
$801,000 0.11% of portfolio
66,369
Q1 2025 Reduced 13.02%
$3B
$856,000 0.11% of portfolio
10,886
Q1 2025 Reduced 0.98%
$0
$823,000 0.11% of portfolio
6,747
Q4 2023 Added 5.06%
$59.9B
$858,000 0.11% of portfolio
20,345
Q1 2025 Added 1.18%
$177B
$739,000 0.1% of portfolio
1,205
Q1 2025 Reduced 7.87%
$0
$671,000 0.09% of portfolio
1,599
Q1 2025 Reduced 8.05%
$5.81B
$672,000 0.09% of portfolio
3,750
Q1 2025 Reduced 25.0%
$314B
$681,000 0.09% of portfolio
9,514
Q1 2025 Reduced 2.78%
$0
$653,000 0.09% of portfolio
7,040
Q1 2025 Added 0.04%
$0
$692,000 0.09% of portfolio
4,055
Q1 2025 Added 42.88%
$91.5B
$639,000 0.08% of portfolio
1,832
Q1 2025 Reduced 0.16%
$182B
$589,000 0.08% of portfolio
1,190
Q1 2025 Added 11.11%
$0
$573,000 0.08% of portfolio
1,075
Q1 2025 Reduced 0.37%
$49.8B
$638,000 0.08% of portfolio
10,377
Q1 2025 Added 10.66%
$185B
$638,000 0.08% of portfolio
4,823
Q1 2025 Reduced 3.46%
$107B
$622,000 0.08% of portfolio
10,213
Q1 2025 Reduced 2.62%
$0
$621,000 0.08% of portfolio
7,940
Q2 2024 Reduced 3.03%
$93.4B
$619,000 0.08% of portfolio
4,429
Q1 2025 Added 48.33%
$0
$595,000 0.08% of portfolio
2,249
Q1 2025 Reduced 14.19%
$220B
$641,000 0.08% of portfolio
3,207
Q1 2025 Reduced 0.47%
$77.7B
$505,000 0.07% of portfolio
832
Q1 2025 Added 32.7%
$217B
$510,000 0.07% of portfolio
2,053
Q1 2025 Added 17.11%
$216B
$543,000 0.07% of portfolio
6,057
Q1 2025 Reduced 69.25%
$49.9B
$545,000 0.07% of portfolio
3,198
Q1 2025 Reduced 1.9%
$199B
$558,000 0.07% of portfolio
2,074
Q1 2025 Reduced 0.19%
$185B
$495,000 0.07% of portfolio
10,933
Q1 2025 Added 5.86%
$0
$515,000 0.07% of portfolio
4,255
Q1 2025 Reduced 7.2%
$0
$545,000 0.07% of portfolio
5,693
Q1 2025 Added 0.02%
$71B
$505,000 0.07% of portfolio
7,959
Q1 2025 Reduced 0.62%
$0
$535,000 0.07% of portfolio
4,924
Q1 2025 Reduced 2.26%
$864B
$462,000 0.06% of portfolio
2,784
Q1 2025 Added 3.53%
$0
$463,000 0.06% of portfolio
9,334
Q1 2025 Added 0.37%
$0
$420,000 0.06% of portfolio
8,344
Q4 2023 Added 85.42%
$0
$484,000 0.06% of portfolio
8,840
Q2 2022 Reduced 13.67%
$165B
$429,000 0.06% of portfolio
1,518
Q1 2025 Added 0.53%
$23.3B
$456,000 0.06% of portfolio
6,398
Q1 2025 Added 0.42%
$0
$422,000 0.06% of portfolio
8,487
Q1 2025 Reduced 2.75%
$269B
$453,000 0.06% of portfolio
1,691
Q1 2025 Added 25.91%
$0
$440,000 0.06% of portfolio
4,805
Q1 2025 Reduced 30.91%
$19.2B
$451,000 0.06% of portfolio
5,481
Q1 2025 Reduced 1.98%
$0
$432,000 0.06% of portfolio
4,754
Q1 2025 Reduced 88.4%
$0
$482,000 0.06% of portfolio
4,345
Q2 2024 Added 6.42%
$0
$483,000 0.06% of portfolio
5,337
Q1 2024 Reduced 10.48%

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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