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:
Search and click to pin securities to the top
Page 7 of 12
464287242
Shares:4.9K
Value:$535.2K
46429B663
Shares:4.3K
Value:$515.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.8K | QoQ -0.16% (-3) | All Managers (Combined) | $639.7K | ||
10.4K | YoY 0.00% (-0) | All Managers (Combined) | $638.9K | ||
4.8K | All Managers (Combined) | $638.9K | |||
10.2K | All Managers (Combined) | $622.9K | |||
7.9K | QoQ 0.00% (+0)YoY -3.02% (-248) | All Managers (Combined) | $621.5K | ||
Blackstone Inc.(BXcusip09260D107) | 4.4K | All Managers (Combined) | $619.2K | ||
2.2K | All Managers (Combined) | $595.4K | |||
1.2K | All Managers (Combined) | $589.4K | |||
1.1K | QoQ -0.37% (-4) | All Managers (Combined) | $573.8K | ||
2.1K | QoQ -0.19% (-4)YoY -3.03% (-65) | All Managers (Combined) | $558.0K | ||
3.2K | QoQ -1.90% (-62)YoY -0.86% (-28) | All Managers (Combined) | $545.9K | ||
5.7K | QoQ +0.01% (+1)YoY -4.19% (-249) | All Managers (Combined) | $545.1K | ||
6.1K | All Managers (Combined) | $543.7K | |||
(cusip464287242)✕ | 4.9K | QoQ -2.26% (-114)YoY -0.22% (-11) | All Managers (Combined) | $535.2K | |
1.1K | QoQ -0.44% (-5) | All Managers (Combined) | $520.1K | ||
(cusip46429B663)✕ | 4.3K | All Managers (Combined) | $515.4K | ||
2.1K | All Managers (Combined) | $510.5K | |||
832 | YoY NEW(+832) | All Managers (Combined) | $505.7K | YoY NEW(+$505.7K) | |
NIKE, Inc.(NKEcusip654106103) | 8.0K | QoQ -0.62% (-50)YoY -9.65% (-851) | All Managers (Combined) | $505.3K | |
10.9K | All Managers (Combined) | $496.0K |