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:
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Page 7 of 12
SHERWIN WILLIAMS CO
Shares:1.8K
Value:$639.7K
Marvell Technology, Inc.
Shares:10.4K
Value:$638.9K
RTX Corp
Shares:4.8K
Value:$638.9K
BRISTOL MYERS SQUIBB CO
Shares:10.2K
Value:$622.9K
921937827
Shares:7.9K
Value:$621.5K
Blackstone Inc.
Shares:4.4K
Value:$619.2K
92204A504
Shares:2.2K
Value:$595.4K
INTUITIVE SURGICAL INC
Shares:1.2K
Value:$589.4K
SPDR S&P MIDCAP 400 ETF TRUST
Shares:1.1K
Value:$573.8K
AMERICAN EXPRESS CO
Shares:2.1K
Value:$558.0K
Discover Financial Services
Shares:3.2K
Value:$545.9K
464287739
Shares:5.7K
Value:$545.1K
Merck & Co., Inc.
Shares:6.1K
Value:$543.7K
464287242
Shares:4.9K
Value:$535.2K
LINDE PLC
Shares:1.1K
Value:$520.1K
46429B663
Shares:4.3K
Value:$515.4K
INTERNATIONAL BUSINESS MACHINES CORP
Shares:2.1K
Value:$510.5K
Parker-Hannifin Corp
Shares:832
Value:$505.7K
NIKE, Inc.
Shares:8.0K
Value:$505.3K
VERIZON COMMUNICATIONS INC
Shares:10.9K
Value:$496.0K