Hcr-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "GDX", "CVBF", "AWR", "ACN", null, "ABBV", "ADBE", "ALL", "GOOGL", "ALNY", "AXP", "ASML", "T", "BLK", "CAT", "AVGO", "EDIT", "RKT", null, "FCX", "HON", "HD", "MCD", "INTU", null, null, null, "QCOM", "ISRG", null, "RIVN", "ICE", "META", "IVW", null, null, "LHX", "LIN", null, "MMC", "PWR", "MRVL", "MA", "MSFT", "MDLZ", "MS", "GAB", "GE", null, "BX", "IJR", "ORCL", "NOC", null, "VHT", null, null, "EEM", null, "IWF", null, "PANW", "PEP", "PGR", "IEMG", "IJK", null, "IVV", null, null, "IYR", "UNH", "AAPL", "SPY", "NVDA", "GS", "PLTR", "LMT", "PG", "MRK", "VZ", null, "MKC", "AMGN", null, "IEFA", null, null, null, "NOW", "SHW", "SRE", "SHEL", "RTX", "GLD", null, null, "IBM", "SYK", "SBUX", "SNPS", "CI", "TMO", "TJX", "TDG", "TRV", "UPS", "MGNI", "SCHW", "CDZI", "VWO", "PRF", null, "IEF", "TSM", null, "VYM", "TT", "VRSK", "VRT", "AON", "AEE", "SF", null, "AFL", "AMD", "FI", "KW", null, null, "PEG", "NVO", "AMZN", null, null, null, "IVE", null, null, null, null, "VGT", "USB", "VUG", "VEA", "VTEB", "BND", "BSV", "VOO", "V", "WMT", "WFC", null, "NXST", "SCHD", "DVY", "SCHG", null, "SCHF", "SCHA", "NOK", null, "JCI", "MGM", null, "PSX", "CRM", "SNAP", "DIA", null, "GEV", "OLED", null, null, "NRG", "FDX", "AME", "AN", "AZO", "BAC", "BRK-B", "BA", "BMY", "CARR", "CVX", "CMG", "CHD", "CLX", "CME", "KO", "CL", "COP", "STZ", "ED", "COST", "CSX", "DELL", "DE", "DFS", null, "IJJ", "EFA", "MCO", "NEE", "NKE", "QQQ", "IWM", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "PH", null, "AWK", null, "MO", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-21
- Total Holdings
- 230
- Total Value
- 768144135
- Accession Number
- 0001697715-25-000003
- Form Type
- 13F-HR
- Manager Name
- Hcr-Wealth-Advisors
Data Enrichment
79% identified182 identified48 unidentified
Holdings
230 positions
Manager:
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Page 10 of 12
464288802
Shares:2.6K
Value:$296.1K
97717W430
Shares:13.0K
Value:$284.6K
37954Y871
Shares:12.4K
Value:$283.9K
78468R739
Shares:5.5K
Value:$261.8K
78464A284
Shares:10.1K
Value:$253.5K
69374H881
Shares:4.5K
Value:$245.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464288802)✕ | 2.6K | QoQ 0.00% (-0)YoY +1.97% (+50) | All Managers (Combined) | $296.1K | |
14.9K | QoQ 0.00% (+0) | All Managers (Combined) | $295.7K | ||
12.4K | All Managers (Combined) | $290.2K | |||
2.6K | QoQ -0.07% (-2)YoY -1.79% (-48) | All Managers (Combined) | $288.9K | ||
3.0K | QoQ 0.00% (-0)YoY -0.65% (-20) | All Managers (Combined) | $286.4K | ||
(cusip97717W430)✕ | 13.0K | All Managers (Combined) | $284.6K | ||
4.5K | QoQ +0.02% (-1) | All Managers (Combined) | $284.0K | ||
(cusip37954Y871)✕ | 12.4K | YoY NEW(+12.4K) | All Managers (Combined) | $283.9K | YoY NEW(+$283.9K) |
2.0K | All Managers (Combined) | $279.0K | |||
DEERE & CO(DEcusip244199105) | 584 | QoQ 0.00% (+0) | All Managers (Combined) | $274.2K | |
1.0K | All Managers (Combined) | $270.5K | |||
677 | QoQ 0.00% (+0)YoY +0.14% (+1) | All Managers (Combined) | $270.2K | ||
3.7K | All Managers (Combined) | $267.5K | |||
3.9K | QoQ +0.07% (+3)YoY +5.51% (+205) | All Managers (Combined) | $266.2K | ||
Cigna Group(CIcusip125523100) | 807 | QoQ -0.61% (-5)YoY -0.61% (-5) | All Managers (Combined) | $265.5K | |
514 | QoQ -0.19% (-1)YoY +0.19% (+1) | All Managers (Combined) | $263.2K | ||
(cusip78468R739)✕ | 5.5K | QoQ 0.00% (+0) | All Managers (Combined) | $261.8K | |
(cusip78464A284)✕ | 10.1K | All Managers (Combined) | $253.5K | ||
924 | QoQ 0.00% (+0)YoY NEW(+924) | All Managers (Combined) | $249.5K | YoY NEW(+$249.5K) | |
(cusip69374H881)✕ | 4.5K | YoY NEW(+4.5K) | All Managers (Combined) | $245.0K | YoY NEW(+$245.0K) |