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 9 of 12
46138E354
Shares:5.3K
Value:$398.5K
464287556
Shares:3.1K
Value:$391.6K
464288760
Shares:2.2K
Value:$339.6K
81369Y209
Shares:2.3K
Value:$333.6K
032108664
Shares:4.2K
Value:$301.2K
33740F888
Shares:12.1K
Value:$298.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46138E354)✕ | 5.3K | QoQ +0.47% (+25)YoY +4.63% (+236) | All Managers (Combined) | $398.5K | |
8.6K | All Managers (Combined) | $395.3K | |||
(cusip464287556)✕ | 3.1K | QoQ 0.00% (-0) | All Managers (Combined) | $391.6K | |
575 | QoQ -0.17% (-1) | All Managers (Combined) | $360.4K | ||
976 | QoQ -1.11% (-11)YoY NEW(+976) | All Managers (Combined) | $352.5K | YoY NEW(+$352.5K) | |
3.3K | All Managers (Combined) | $344.1K | |||
(cusip464288760)✕ | 2.2K | QoQ -3.10% (-71)YoY -6.25% (-148) | All Managers (Combined) | $339.6K | |
11.3K | All Managers (Combined) | $335.4K | |||
Phillips 66(PSXcusip718546104) | 2.7K | QoQ +3.99% (+104)YoY +3.99% (-104) | All Managers (Combined) | $334.4K | |
(cusip81369Y209)✕ | 2.3K | QoQ +3.58% (+79) | All Managers (Combined) | $333.6K | |
4.0K | All Managers (Combined) | $332.4K | |||
PEPSICO INC(PEPcusip713448108) | 2.2K | YoY -1.12% (-25) | All Managers (Combined) | $330.4K | |
MOODYS CORP /DE/(MCOcusip615369105) | 702 | All Managers (Combined) | $326.9K | ||
1.3K | QoQ 0.00% (+0)YoY -8.79% (-129) | All Managers (Combined) | $326.5K | ||
2.7K | YoY NEW(+2.7K) | All Managers (Combined) | $323.0K | YoY NEW(+$323.0K) | |
3.8K | QoQ NEW(+3.8K) YoY NEW(+3.8K) | All Managers (Combined) | $314.6K | QoQ NEW(+$314.6K) YoY NEW(+$314.6K) | |
AMEREN CORP(AEEcusip023608102) | 3.1K | QoQ -3.15% (-100)YoY -7.05% (-233) | All Managers (Combined) | $308.3K | |
GE Vernova Inc.(GEVcusip36828A101) | 993 | YoY NEW(+993) | All Managers (Combined) | $303.1K | YoY NEW(+$303.1K) |
(cusip032108664)✕ | 4.2K | QoQ -5.19% (-230)YoY -6.57% (-295) | All Managers (Combined) | $301.2K | |
(cusip33740F888)✕ | 12.1K | QoQ NEW(+12.1K) YoY NEW(+12.1K) | All Managers (Combined) | $298.3K | QoQ NEW(+$298.3K) YoY NEW(+$298.3K) |