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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QUALCOMM INC/DE

QCOM|747525103

Shares:1.3K

Value:$204.6K

% of Portfolio:0.0% ($204.6K/$768.1M)

AT&T INC.

T|00206R102

Shares:7.2K

Value:$204.0K

% of Portfolio:0.0% ($204.0K/$768.1M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:4.1K

Value:$203.8K

% of Portfolio:0.0% ($203.8K/$768.1M)

808524797

SCHD|808524797

Shares:7.2K

Value:$201.0K

% of Portfolio:0.0% ($201.0K/$768.1M)

CVB FINANCIAL CORP

CVBF|126600105

Shares:10.0K

Value:$184.6K

% of Portfolio:0.0% ($184.6K/$768.1M)

Kennedy-Wilson Holdings, Inc.

KW|489398107

Shares:19.0K

Value:$165.3K

% of Portfolio:0.0% ($165.3K/$768.1M)

MAGNITE, INC.

MGNI|55955D100

Shares:13.0K

Value:$148.3K

% of Portfolio:0.0% ($148.3K/$768.1M)

Rivian Automotive, Inc. / DE

RIVN|76954A103

Shares:10.0K

Value:$124.9K

% of Portfolio:0.0% ($124.9K/$768.1M)

NOKIA CORP

NOK|654902204

Shares:15.4K

Value:$81.2K

% of Portfolio:0.0% ($81.2K/$768.1M)

Editas Medicine, Inc.

EDIT|28106W103

Shares:17.0K

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$768.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
QUALCOMM INC/DE(QCOMcusip747525103)	1.3K	QoQ -1.84% (-25) YoY +5.79% (-73)	All Managers (Combined)	$204.6K	0.0% ($204.6K/$768.1M)	QoQ -1.88% (-$3.9K) YoY -4.03% (-$8.6K)
AT&T INC.(Tcusip00206R102)	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$204.0K	0.0% ($204.0K/$768.1M)	QoQ NEW(+$204.0K) YoY NEW(+$204.0K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	4.1K	QoQ -20.55% (-1.1K) YoY +5036.70% (-4.0K)	All Managers (Combined)	$203.8K	0.0% ($203.8K/$768.1M)	QoQ -33.84% (-$104.3K) YoY -11.27% (-$25.9K)
(SCHDcusip808524797)	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$201.0K	0.0% ($201.0K/$768.1M)	QoQ NEW(+$201.0K) YoY NEW(+$201.0K)
CVB FINANCIAL CORP(CVBFcusip126600105)	10.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$184.6K	0.0% ($184.6K/$768.1M)	QoQ -13.77% (-$29.5K) YoY +3.47% (+$6.2K)
Kennedy-Wilson Holdings, Inc.(KWcusip489398107)	19.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$165.3K	0.0% ($165.3K/$768.1M)	QoQ -13.11% (-$24.9K) YoY +1.16% (+$1.9K)
MAGNITE, INC.(MGNIcusip55955D100)	13.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$148.3K	0.0% ($148.3K/$768.1M)	QoQ -28.32% (-$58.6K) YoY +6.13% (+$8.6K)
Rivian Automotive, Inc. / DE(RIVNcusip76954A103)	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$124.9K	0.0% ($124.9K/$768.1M)	QoQ -6.39% (-$8.5K) YoY NEW(+$124.9K)
NOKIA CORP(NOKcusip654902204)	15.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$81.2K	0.0% ($81.2K/$768.1M)	QoQ +18.96% (+$12.9K) YoY +48.87% (+$26.7K)
Editas Medicine, Inc.(EDITcusip28106W103)	17.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$19.7K	0.0% ($19.7K/$768.1M)	QoQ -8.66% (-$1.9K) YoY -84.36% (-$106.4K)