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 6 of 12
72201R775
Shares:10.5K
Value:$972.8K
81369Y506
Shares:9.7K
Value:$904.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.8K | QoQ 0.00% (-0)YoY -0.04% (-2) | All Managers (Combined) | $997.1K | ||
CLOROX CO /DE/(CLXcusip189054109) | 6.7K | All Managers (Combined) | $989.9K | ||
1.8K | QoQ 0.00% (-0) | All Managers (Combined) | $986.3K | ||
4.9K | QoQ 0.00% (-0) | All Managers (Combined) | $975.4K | ||
(cusip72201R775)✕ | 10.5K | All Managers (Combined) | $972.8K | ||
12.3K | All Managers (Combined) | $959.5K | |||
(cusip81369Y506)✕ | 9.7K | All Managers (Combined) | $904.9K | ||
US BANCORP \DE\(USBcusip902973304) | 20.3K | All Managers (Combined) | $859.0K | ||
10.9K | QoQ -0.98% (-108)YoY -5.96% (-691) | All Managers (Combined) | $856.6K | ||
6.7K | All Managers (Combined) | $823.2K | |||
11.4K | QoQ 0.00% (+0)YoY +0.07% (+9) | All Managers (Combined) | $818.8K | ||
66.4K | All Managers (Combined) | $801.1K | |||
INTUIT INC.(INTUcusip461202103) | 1.2K | All Managers (Combined) | $739.9K | ||
9.4K | All Managers (Combined) | $693.8K | |||
4.1K | YoY NEW(+4.1K) | All Managers (Combined) | $693.0K | YoY NEW(+$693.0K) | |
COCA COLA CO(KOcusip191216100) | 9.5K | All Managers (Combined) | $681.4K | ||
3.8K | YoY NEW(+3.8K) | All Managers (Combined) | $672.1K | YoY NEW(+$672.1K) | |
1.6K | All Managers (Combined) | $671.4K | |||
7.0K | QoQ +0.04% (-3)YoY +0.71% (+50) | All Managers (Combined) | $653.5K | ||
3.2K | QoQ -0.46% (-15)YoY -4.52% (-152) | All Managers (Combined) | $642.1K |