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 • $768,144.135K total value

230 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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Zoetis Inc.

ZTS|98978V103

Shares:12.6K

Value:$2.1M

ALLSTATE CORP

ALL|020002101

Shares:9.9K

Value:$2.1M

Walt Disney Co

DIS|254687106

Shares:19.7K

Value:$1.9M

922908769

VTI|922908769

Shares:6.7K

Value:$1.8M

CADIZ INC

CDZI|127537207

Shares:611.8K

Value:$1.8M

JOHNSON & JOHNSON

JNJ|478160104

Shares:10.7K

Value:$1.8M

Vertiv Holdings Co

VRT|92537N108

Shares:24.6K

Value:$1.8M

46434V860

Shares:34.4K

Value:$1.7M

QUANTA SERVICES, INC.

PWR|74762E102

Shares:6.8K

Value:$1.7M

PROCTER & GAMBLE Co

PG|742718109

Shares:10.0K

Value:$1.7M

00162Q452

Shares:32.6K

Value:$1.7M

MCDONALDS CORP

MCD|580135101

Shares:5.4K

Value:$1.7M

74347R248

Shares:25.7K

Value:$1.6M

Dell Technologies Inc.

DELL|24703L202

Shares:17.5K

Value:$1.6M

33740F805

Shares:35.4K

Value:$1.6M

46438F101

Shares:32.3K

Value:$1.5M

921943858

VEA|921943858

Shares:29.2K

Value:$1.5M

AMGEN INC

AMGN|031162100

Shares:4.7K

Value:$1.5M

FEDEX CORP

FDX|31428X106

Shares:5.6K

Value:$1.4M

464288356

Shares:23.7K

Value:$1.3M

Instrument	Shares		Other Manager	Value
Zoetis Inc.(ZTScusip98978V103)	12.6K	QoQ -9.94% (-1.4K) YoY -8.53% (-1.2K)	All Managers (Combined)	$2.1M	QoQ -8.99% (-$204.2K) YoY -10.99% (-$255.4K)
ALLSTATE CORP(ALLcusip020002101)	9.9K	QoQ -0.02% (-2) YoY -0.02% (-2)	All Managers (Combined)	$2.1M	QoQ +7.38% (-$141.2K) YoY +19.66% (-$337.4K)
Walt Disney Co(DIScusip254687106)	19.7K	QoQ +0.17% (-35) YoY +0.24% (-48)	All Managers (Combined)	$1.9M	QoQ -11.20% (-$245.6K) YoY -19.13% (-$460.9K)
(VTIcusip922908769)	6.7K	QoQ +5.12% (-328) YoY +99.82% (+3.4K)	All Managers (Combined)	$1.8M	QoQ -0.29% (-$5.5K) YoY +111.32% (+$973.3K)
CADIZ INC(CDZIcusip127537207)	611.8K	QoQ +15.86% (-83.8K) YoY +646.75% (+529.8K)	All Managers (Combined)	$1.8M	QoQ -34.71% (-$953.2K) YoY +654.48% (+$1.6M)
JOHNSON & JOHNSON(JNJcusip478160104)	10.7K	QoQ -8.15% (-953) YoY -1.75% (-192)	All Managers (Combined)	$1.8M	QoQ +5.31% (-$89.8K) YoY +2.99% (-$51.8K)
Vertiv Holdings Co(VRTcusip92537N108)	24.6K	QoQ +917.83% (+22.2K) YoY NEW(+24.6K)	All Managers (Combined)	$1.8M	QoQ +546.84% (+$1.5M) YoY NEW(+$1.8M)
(cusip46434V860)✕	34.4K	QoQ -13.06% (-5.2K) YoY -2.06% (-725)	All Managers (Combined)	$1.7M	QoQ -12.73% (-$254.6K) YoY -2.11% (-$37.8K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	6.8K	QoQ +11.18% (-683) YoY +93.20% (+3.3K)	All Managers (Combined)	$1.7M	QoQ -10.58% (-$204.3K) YoY +89.02% (+$813.0K)
PROCTER & GAMBLE Co(PGcusip742718109)	10.0K	QoQ -0.11% (-12) YoY +16.42% (+1.4K)	All Managers (Combined)	$1.7M	QoQ +1.52% (-$25.6K) YoY +22.29% (+$310.4K)
(cusip00162Q452)✕	32.6K	QoQ +3.18% (+1.0K) YoY +27.99% (+7.1K)	All Managers (Combined)	$1.7M	QoQ +11.28% (+$172.0K) YoY +40.07% (+$485.0K)
MCDONALDS CORP(MCDcusip580135101)	5.4K	QoQ 0.00% (+0) YoY -5.42% (-309)	All Managers (Combined)	$1.7M	QoQ +7.74% (+$121.0K) YoY +4.77% (-$76.7K)
(cusip74347R248)✕	25.7K	QoQ 0.00% (-0) YoY NEW(+25.7K)	All Managers (Combined)	$1.6M	QoQ -3.65% (-$62.1K) YoY NEW(+$1.6M)
Dell Technologies Inc.(DELLcusip24703L202)	17.5K	QoQ +14.17% (-2.2K) YoY +652.06% (+15.2K)	All Managers (Combined)	$1.6M	QoQ -9.69% (-$171.4K) YoY +500.73% (+$1.3M)
(cusip33740F805)✕	35.4K	QoQ +5.24% (+1.8K) YoY -24.51% (-11.5K)	All Managers (Combined)	$1.6M	QoQ +7.37% (+$106.5K) YoY -24.09% (-$492.2K)
(cusip46438F101)✕	32.3K	QoQ +2.46% (-775) YoY +500.87% (+26.9K)	All Managers (Combined)	$1.5M	QoQ -9.59% (-$160.2K) YoY +595.01% (+$1.3M)
(VEAcusip921943858)	29.2K	QoQ +2.40% (+685) YoY +12.55% (+3.3K)	All Managers (Combined)	$1.5M	QoQ +8.84% (+$120.5K) YoY +14.03% (+$182.5K)
AMGEN INC(AMGNcusip031162100)	4.7K	QoQ +0.12% (+6) YoY +3.01% (+139)	All Managers (Combined)	$1.5M	QoQ +19.68% (+$243.3K) YoY +12.88% (+$168.8K)
FEDEX CORP(FDXcusip31428X106)	5.6K	QoQ -5.95% (-356) YoY -8.31% (-510)	All Managers (Combined)	$1.4M	QoQ -18.49% (-$311.3K) YoY -22.84% (-$406.2K)
(cusip464288356)✕	23.7K	QoQ +0.17% (-41) YoY +1.30% (-306)	All Managers (Combined)	$1.3M	QoQ -1.57% (-$21.4K) YoY -0.91% (-$12.3K)