Hcr-Wealth-Advisors

Filing Details

13F-HR2025-03-31
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% identified
182 identified48 unidentified

Holdings

230 positions
Manager:
Search and click to pin securities to the top
Page 6 of 12
81369Y803
Shares:4.8K
Value:$997.1K
CLOROX CO /DE/
Shares:6.7K
Value:$989.9K
92204A702
Shares:1.8K
Value:$986.3K
464287655
Shares:4.9K
Value:$975.4K
72201R775
Shares:10.5K
Value:$972.8K
SCHWAB CHARLES CORP
Shares:12.3K
Value:$959.5K
81369Y506
Shares:9.7K
Value:$904.9K
US BANCORP \DE\
Shares:20.3K
Value:$859.0K
AMERICAN STATES WATER CO
Shares:10.9K
Value:$856.6K
464287150
Shares:6.7K
Value:$823.2K
WELLS FARGO & COMPANY/MN
Shares:11.4K
Value:$818.8K
Rocket Companies, Inc.
Shares:66.4K
Value:$801.1K
INTUIT INC.
Shares:1.2K
Value:$739.9K
921937835
Shares:9.4K
Value:$693.8K
46432F339
Shares:4.1K
Value:$693.0K
COCA COLA CO
Shares:9.5K
Value:$681.4K
NEXSTAR MEDIA GROUP, INC.
Shares:3.8K
Value:$672.1K
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:1.6K
Value:$671.4K
464287309
Shares:7.0K
Value:$653.5K
GENERAL ELECTRIC CO
Shares:3.2K
Value:$642.1K