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

SEC FilingSEC DataHachi Filing

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
CIK: hcr-wealth-advisors
Manager Name: Hcr-Wealth-Advisors

Data Enrichment

79% identified

182 identified48 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

230 positions • $768.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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COLGATE PALMOLIVE CO

CL|194162103

Shares:2.6K

Value:$244.7K

% of Portfolio:0.0% ($244.7K/$768.1M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:2.2K

Value:$242.7K

% of Portfolio:0.0% ($242.7K/$768.1M)

46137V613

PRF|46137V613

Shares:6.0K

Value:$242.5K

% of Portfolio:0.0% ($242.5K/$768.1M)

464287234

EEM|464287234

Shares:5.4K

Value:$237.4K

% of Portfolio:0.0% ($237.4K/$768.1M)

Trane Technologies plc

TT|G8994E103

Shares:697

Value:$234.8K

% of Portfolio:0.0% ($234.8K/$768.1M)

Accenture plc

ACN|G1151C101

Shares:747

Value:$233.1K

% of Portfolio:0.0% ($233.1K/$768.1M)

74349Y753

Shares:5.2K

Value:$232.2K

% of Portfolio:0.0% ($232.2K/$768.1M)

81369Y308

Shares:2.8K

Value:$229.2K

% of Portfolio:0.0% ($229.2K/$768.1M)

SYNOPSYS INC

SNPS|871607107

Shares:534

Value:$229.0K

% of Portfolio:0.0% ($229.0K/$768.1M)

ASML HOLDING NV

ASML|N07059210

Shares:344

Value:$227.9K

% of Portfolio:0.0% ($227.9K/$768.1M)

808524870

Shares:8.4K

Value:$226.4K

% of Portfolio:0.0% ($226.4K/$768.1M)

032108565

Shares:6.1K

Value:$226.3K

% of Portfolio:0.0% ($226.3K/$768.1M)

Snap Inc

SNAP|83304A106

Shares:25.4K

Value:$221.4K

% of Portfolio:0.0% ($221.4K/$768.1M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:743

Value:$221.1K

% of Portfolio:0.0% ($221.1K/$768.1M)

FISERV INC

FI|337738108

Shares:992

Value:$219.1K

% of Portfolio:0.0% ($219.1K/$768.1M)

CSX CORP

CSX|126408103

Shares:7.4K

Value:$218.6K

% of Portfolio:0.0% ($218.6K/$768.1M)

BlackRock, Inc.

BLK|09290D101

Shares:226

Value:$213.9K

% of Portfolio:0.0% ($213.9K/$768.1M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:2.5K

Value:$213.4K

% of Portfolio:0.0% ($213.4K/$768.1M)

464285204

Shares:3.6K

Value:$211.9K

% of Portfolio:0.0% ($211.9K/$768.1M)

464287705

IJJ|464287705

Shares:1.7K

Value:$208.1K

% of Portfolio:0.0% ($208.1K/$768.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COLGATE PALMOLIVE CO(CLcusip194162103)	2.6K	QoQ -4.56% (-125) YoY -4.35% (-119)	All Managers (Combined)	$244.7K	0.0% ($244.7K/$768.1M)	QoQ -1.63% (-$4.1K) YoY -0.48% (-$1.2K)
CONSOLIDATED EDISON INC(EDcusip209115104)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$242.7K	0.0% ($242.7K/$768.1M)	QoQ NEW(+$242.7K) YoY NEW(+$242.7K)
(PRFcusip46137V613)	6.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$242.5K	0.0% ($242.5K/$768.1M)	QoQ +0.17% (+$420) YoY +5.04% (+$11.6K)
(EEMcusip464287234)	5.4K	QoQ -2.10% (-117) YoY -2.17% (-121)	All Managers (Combined)	$237.4K	0.0% ($237.4K/$768.1M)	QoQ +2.29% (-$5.3K) YoY +4.05% (-$9.3K)
Trane Technologies plc(TTcusipG8994E103)	697	QoQ -0.85% (-6) YoY -0.57% (-4)	All Managers (Combined)	$234.8K	0.0% ($234.8K/$768.1M)	QoQ -9.55% (-$24.8K) YoY +11.59% (-$24.4K)
Accenture plc(ACNcusipG1151C101)	747	QoQ -0.79% (-6) YoY -15.40% (-136)	All Managers (Combined)	$233.1K	0.0% ($233.1K/$768.1M)	QoQ -12.00% (-$31.8K) YoY -23.83% (-$73.0K)
(cusip74349Y753)✕	5.2K	QoQ -22.34% (-1.5K) YoY NEW(+5.2K)	All Managers (Combined)	$232.2K	0.0% ($232.2K/$768.1M)	QoQ -18.35% (-$52.2K) YoY NEW(+$232.2K)
(cusip81369Y308)✕	2.8K	QoQ -2.02% (-58) YoY NEW(+2.8K)	All Managers (Combined)	$229.2K	0.0% ($229.2K/$768.1M)	QoQ +1.78% (-$4.0K) YoY NEW(+$229.2K)
SYNOPSYS INC(SNPScusip871607107)	534	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$229.0K	0.0% ($229.0K/$768.1M)	QoQ -11.64% (-$30.2K) YoY -24.96% (-$76.2K)
ASML HOLDING NV(ASMLcusipN07059210)	344	QoQ +0.58% (-2) YoY -6.77% (-25)	All Managers (Combined)	$227.9K	0.0% ($227.9K/$768.1M)	QoQ -3.83% (-$9.1K) YoY -36.34% (-$130.2K)
(cusip808524870)✕	8.4K	QoQ +0.20% (+17) YoY -92.77% (-108.0K)	All Managers (Combined)	$226.4K	0.0% ($226.4K/$768.1M)	QoQ +4.31% (+$9.4K) YoY -96.27% (-$5.8M)
(cusip032108565)✕	6.1K	QoQ 0.00% (-0) YoY +2.98% (+178)	All Managers (Combined)	$226.3K	0.0% ($226.3K/$768.1M)	QoQ -7.34% (-$17.9K) YoY +4.06% (+$8.8K)
Snap Inc(SNAPcusip83304A106)	25.4K	QoQ +1.59% (-399) YoY -16.78% (-5.1K)	All Managers (Combined)	$221.4K	0.0% ($221.4K/$768.1M)	QoQ -17.83% (-$48.1K) YoY -36.86% (-$129.3K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	743	QoQ NEW(+743) YoY NEW(+743)	All Managers (Combined)	$221.1K	0.0% ($221.1K/$768.1M)	QoQ NEW(+$221.1K) YoY NEW(+$221.1K)
FISERV INC(FIcusip337738108)	992	QoQ +0.81% (+8) YoY NEW(+992)	All Managers (Combined)	$219.1K	0.0% ($219.1K/$768.1M)	QoQ +8.37% (+$16.9K) YoY NEW(+$219.1K)
CSX CORP(CSXcusip126408103)	7.4K	QoQ -0.40% (-30) YoY -0.25% (-19)	All Managers (Combined)	$218.6K	0.0% ($218.6K/$768.1M)	QoQ -9.16% (-$22.1K) YoY -20.81% (-$57.4K)
BlackRock, Inc.(BLKcusip09290D101)	226	QoQ -0.87% (-2) YoY NEW(+226)	All Managers (Combined)	$213.9K	0.0% ($213.9K/$768.1M)	QoQ -8.48% (-$19.8K) YoY NEW(+$213.9K)
Palantir Technologies Inc.(PLTRcusip69608A108)	2.5K	QoQ NEW(+2.5K) YoY -79.89% (-10.0K)	All Managers (Combined)	$213.4K	0.0% ($213.4K/$768.1M)	QoQ NEW(+$213.4K) YoY -26.24% (-$75.9K)
(cusip464285204)✕	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$211.9K	0.0% ($211.9K/$768.1M)	QoQ NEW(+$211.9K) YoY NEW(+$211.9K)
(IJJcusip464287705)	1.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$208.1K	0.0% ($208.1K/$768.1M)	QoQ -4.18% (-$9.1K) YoY +1.22% (+$2.5K)