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 8 of 12
33738R605
Shares:8.8K
Value:$485.0K
464288281
Shares:5.3K
Value:$483.5K
464287176
Shares:4.3K
Value:$482.7K
78468R663
Shares:4.8K
Value:$440.8K
464287432
Shares:4.8K
Value:$432.8K
81369Y605
Shares:8.5K
Value:$422.7K
464288158
Shares:4.0K
Value:$422.4K
33739N108
Shares:8.3K
Value:$420.7K
464287788
Shares:3.6K
Value:$410.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip33738R605)✕ | 8.8K | All Managers (Combined) | $485.0K | ||
(cusip464288281)✕ | 5.3K | All Managers (Combined) | $483.5K | ||
(cusip464287176)✕ | 4.3K | QoQ 0.00% (+0)YoY +6.41% (+262) | All Managers (Combined) | $482.7K | |
9.3K | QoQ +0.36% (-34)YoY +0.36% (-34) | All Managers (Combined) | $463.2K | ||
2.8K | QoQ +3.53% (-95) | All Managers (Combined) | $462.1K | ||
6.4K | QoQ +0.42% (-27)YoY NEW(+6.4K) | All Managers (Combined) | $456.6K | YoY NEW(+$456.6K) | |
Salesforce, Inc.(CRMcusip79466L302) | 1.7K | All Managers (Combined) | $453.8K | ||
3.4K | QoQ -4.25% (-150)YoY +2.64% (+87) | All Managers (Combined) | $453.0K | ||
5.5K | QoQ -1.98% (-111)YoY +4.65% (+244) | All Managers (Combined) | $451.1K | ||
990 | QoQ -9.17% (-100)YoY +3.01% (+29) | All Managers (Combined) | $442.2K | ||
(cusip78468R663)✕ | 4.8K | All Managers (Combined) | $440.8K | ||
(cusip464287432)✕ | 4.8K | All Managers (Combined) | $432.8K | ||
1.5K | QoQ +0.52% (+8)YoY +0.72% (+11) | All Managers (Combined) | $429.6K | ||
(cusip81369Y605)✕ | 8.5K | All Managers (Combined) | $422.7K | ||
(cusip464288158)✕ | 4.0K | QoQ 0.00% (+0)YoY -0.76% (-31) | All Managers (Combined) | $422.4K | |
(cusip33739N108)✕ | 8.3K | All Managers (Combined) | $420.7K | ||
2.2K | QoQ -0.90% (-20)YoY +0.91% (+20) | All Managers (Combined) | $419.5K | ||
75.4K | All Managers (Combined) | $415.2K | |||
5.1K | QoQ -0.11% (-6)YoY -0.11% (-6) | All Managers (Combined) | $413.2K | ||
(cusip464287788)✕ | 3.6K | QoQ -5.58% (-215)YoY -7.43% (-292) | All Managers (Combined) | $410.3K |