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 11 of 12
74349Y753
Shares:5.2K
Value:$232.2K
81369Y308
Shares:2.8K
Value:$229.2K
808524870
Shares:8.4K
Value:$226.4K
032108565
Shares:6.1K
Value:$226.3K
464285204
Shares:3.6K
Value:$211.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.6K | QoQ -4.56% (-125)YoY -4.35% (-119) | All Managers (Combined) | $244.7K | ||
2.2K | QoQ NEW(+2.2K) YoY NEW(+2.2K) | All Managers (Combined) | $242.7K | QoQ NEW(+$242.7K) YoY NEW(+$242.7K) | |
6.0K | All Managers (Combined) | $242.5K | |||
5.4K | QoQ -2.10% (-117)YoY -2.17% (-121) | All Managers (Combined) | $237.4K | ||
697 | QoQ -0.85% (-6)YoY -0.57% (-4) | All Managers (Combined) | $234.8K | ||
Accenture plc(ACNcusipG1151C101) | 747 | QoQ -0.79% (-6) | All Managers (Combined) | $233.1K | |
(cusip74349Y753)✕ | 5.2K | YoY NEW(+5.2K) | All Managers (Combined) | $232.2K | YoY NEW(+$232.2K) |
(cusip81369Y308)✕ | 2.8K | QoQ -2.02% (-58)YoY NEW(+2.8K) | All Managers (Combined) | $229.2K | YoY NEW(+$229.2K) |
SYNOPSYS INC(SNPScusip871607107) | 534 | All Managers (Combined) | $229.0K | ||
ASML HOLDING NV(ASMLcusipN07059210) | 344 | QoQ +0.58% (-2)YoY -6.77% (-25) | All Managers (Combined) | $227.9K | |
(cusip808524870)✕ | 8.4K | All Managers (Combined) | $226.4K | ||
(cusip032108565)✕ | 6.1K | QoQ 0.00% (-0)YoY +2.98% (+178) | All Managers (Combined) | $226.3K | |
25.4K | All Managers (Combined) | $221.4K | |||
743 | QoQ NEW(+743) YoY NEW(+743) | All Managers (Combined) | $221.1K | QoQ NEW(+$221.1K) YoY NEW(+$221.1K) | |
FISERV INC(FIcusip337738108) | 992 | QoQ +0.81% (+8)YoY NEW(+992) | All Managers (Combined) | $219.1K | YoY NEW(+$219.1K) |
7.4K | QoQ -0.40% (-30)YoY -0.25% (-19) | All Managers (Combined) | $218.6K | ||
BlackRock, Inc.(BLKcusip09290D101) | 226 | QoQ -0.87% (-2)YoY NEW(+226) | All Managers (Combined) | $213.9K | YoY NEW(+$213.9K) |
2.5K | QoQ NEW(+2.5K) | All Managers (Combined) | $213.4K | QoQ NEW(+$213.4K) | |
(cusip464285204)✕ | 3.6K | QoQ NEW(+3.6K) YoY NEW(+3.6K) | All Managers (Combined) | $211.9K | QoQ NEW(+$211.9K) YoY NEW(+$211.9K) |
1.7K | All Managers (Combined) | $208.1K |