Hcr Wealth Advisors

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 230Value: $768.1MLatest: 2025Q1

HCR Wealth Advisors is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 230 holdings worth $0.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

SEC FilingSEC DataHachi Filing

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
CIK: hcr-wealth-advisors
Manager Name: Hcr-Wealth-Advisors

Data Enrichment

79% identified

182 identified48 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

230 positions • $768.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 12

Sort by:

Apple Inc.

AAPL|037833100

Shares:527.7K

Value:$117.2M

% of Portfolio:15.3% ($117.2M/$768.1M)

921946406

VYM|921946406

Shares:604.4K

Value:$77.9M

% of Portfolio:10.1% ($77.9M/$768.1M)

922908736

VUG|922908736

Shares:207.6K

Value:$77.0M

% of Portfolio:10.0% ($77.0M/$768.1M)

464287804

IJR|464287804

Shares:409.4K

Value:$42.8M

% of Portfolio:5.6% ($42.8M/$768.1M)

NVIDIA CORP

NVDA|67066G104

Shares:290.7K

Value:$31.5M

% of Portfolio:4.1% ($31.5M/$768.1M)

464287200

IVV|464287200

Shares:38.2K

Value:$21.5M

% of Portfolio:2.8% ($21.5M/$768.1M)

MICROSOFT CORP

MSFT|594918104

Shares:46.8K

Value:$17.6M

% of Portfolio:2.3% ($17.6M/$768.1M)

33739E108

Shares:927.4K

Value:$16.3M

% of Portfolio:2.1% ($16.3M/$768.1M)

AMETEK INC/

AME|031100100

Shares:94.7K

Value:$16.3M

% of Portfolio:2.1% ($16.3M/$768.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:94.7K

Value:$14.7M

% of Portfolio:1.9% ($14.7M/$768.1M)

46434G103

IEMG|46434G103

Shares:222.7K

Value:$12.0M

% of Portfolio:1.6% ($12.0M/$768.1M)

Palo Alto Networks Inc

PANW|697435105

Shares:68.1K

Value:$11.6M

% of Portfolio:1.5% ($11.6M/$768.1M)

VISA INC.

V|92826C839

Shares:32.1K

Value:$11.3M

% of Portfolio:1.5% ($11.3M/$768.1M)

Meta Platforms, Inc.

META|30303M102

Shares:18.3K

Value:$10.6M

% of Portfolio:1.4% ($10.6M/$768.1M)

AMAZON COM INC

AMZN|023135106

Shares:51.3K

Value:$9.8M

% of Portfolio:1.3% ($9.8M/$768.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:7.9K

Value:$7.5M

% of Portfolio:1.0% ($7.5M/$768.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:30.0K

Value:$7.4M

% of Portfolio:1.0% ($7.4M/$768.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.9K

Value:$5.8M

% of Portfolio:0.8% ($5.8M/$768.1M)

092528603

Shares:108.7K

Value:$5.7M

% of Portfolio:0.7% ($5.7M/$768.1M)

47103U845

Shares:112.1K

Value:$5.7M

% of Portfolio:0.7% ($5.7M/$768.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	527.7K	QoQ -0.39% (-2.1K) YoY -2.16% (-11.7K)	All Managers (Combined)	$117.2M	15.3% ($117.2M/$768.1M)	QoQ -11.64% (-$15.5M) YoY +26.72% (-$24.7M)
(VYMcusip921946406)	604.4K	QoQ +3.39% (+19.9K) YoY +10.32% (+56.6K)	All Managers (Combined)	$77.9M	10.1% ($77.9M/$768.1M)	QoQ +4.50% (+$3.4M) YoY +17.59% (+$11.7M)
(VUGcusip922908736)	207.6K	QoQ +3.34% (-6.7K) YoY +9.41% (+17.9K)	All Managers (Combined)	$77.0M	10.0% ($77.0M/$768.1M)	QoQ -6.62% (-$5.5M) YoY +17.87% (+$11.7M)
(IJRcusip464287804)	409.4K	QoQ +6.60% (-25.4K) YoY +11.46% (+42.1K)	All Managers (Combined)	$42.8M	5.6% ($42.8M/$768.1M)	QoQ -3.24% (-$1.4M) YoY +5.46% (+$2.2M)
NVIDIA CORP(NVDAcusip67066G104)	290.7K	QoQ +8.09% (-21.8K) YoY +1090.41% (+266.3K)	All Managers (Combined)	$31.5M	4.1% ($31.5M/$768.1M)	QoQ -12.75% (-$4.6M) YoY +42.78% (+$9.4M)
(IVVcusip464287200)	38.2K	QoQ +2.10% (-789) YoY +13.94% (+4.7K)	All Managers (Combined)	$21.5M	2.8% ($21.5M/$768.1M)	QoQ -2.53% (-$559.5K) YoY +21.78% (+$3.8M)
MICROSOFT CORP(MSFTcusip594918104)	46.8K	QoQ +0.74% (-347) YoY +1.37% (-637)	All Managers (Combined)	$17.6M	2.3% ($17.6M/$768.1M)	QoQ -10.27% (-$2.0M) YoY -9.54% (-$1.9M)
(cusip33739E108)✕	927.4K	QoQ +8.95% (+76.2K) YoY +5.19% (+45.8K)	All Managers (Combined)	$16.3M	2.1% ($16.3M/$768.1M)	QoQ +8.27% (+$1.2M) YoY +6.83% (+$1.0M)
AMETEK INC/(AMEcusip031100100)	94.7K	QoQ 0.00% (-0) YoY -15.75% (-17.7K)	All Managers (Combined)	$16.3M	2.1% ($16.3M/$768.1M)	QoQ -4.50% (-$768.7K) YoY -20.70% (-$4.3M)
Alphabet Inc.(GOOGLcusip02079K305)	94.7K	QoQ -1.34% (-1.3K) YoY -0.71% (-684)	All Managers (Combined)	$14.7M	1.9% ($14.7M/$768.1M)	QoQ -19.40% (-$3.5M) YoY +1.72% (-$248.4K)
(IEMGcusip46434G103)	222.7K	QoQ +7.69% (+15.9K) YoY +1043.26% (+203.2K)	All Managers (Combined)	$12.0M	1.6% ($12.0M/$768.1M)	QoQ +11.30% (+$1.2M) YoY +1095.76% (+$11.0M)
Palo Alto Networks Inc(PANWcusip697435105)	68.1K	QoQ 0.00% (-0) YoY +100.12% (+34.1K)	All Managers (Combined)	$11.6M	1.5% ($11.6M/$768.1M)	QoQ -6.22% (-$770.6K) YoY +20.18% (+$2.0M)
VISA INC.(Vcusip92826C839)	32.1K	QoQ -0.96% (-312) YoY +1.14% (+364)	All Managers (Combined)	$11.3M	1.5% ($11.3M/$768.1M)	QoQ +9.82% (-$1.0M) YoY +27.01% (+$2.4M)
Meta Platforms, Inc.(METAcusip30303M102)	18.3K	QoQ +0.80% (-146) YoY +1.81% (+327)	All Managers (Combined)	$10.6M	1.4% ($10.6M/$768.1M)	QoQ -0.77% (-$82.2K) YoY +20.85% (+$1.8M)
AMAZON COM INC(AMZNcusip023135106)	51.3K	QoQ +2.45% (-1.2K) YoY +5.08% (+2.5K)	All Managers (Combined)	$9.8M	1.3% ($9.8M/$768.1M)	QoQ -11.14% (-$1.2M) YoY +10.84% (+$955.5K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	7.9K	QoQ -1.10% (-88) YoY -3.13% (-255)	All Managers (Combined)	$7.5M	1.0% ($7.5M/$768.1M)	QoQ +2.07% (-$151.1K) YoY +25.04% (-$1.5M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	30.0K	QoQ -0.34% (-105) YoY +1.69% (+500)	All Managers (Combined)	$7.4M	1.0% ($7.4M/$768.1M)	QoQ +1.97% (-$142.6K) YoY +24.54% (+$1.5M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.9K	QoQ -0.06% (-7) YoY -0.77% (-85)	All Managers (Combined)	$5.8M	0.8% ($5.8M/$768.1M)	QoQ +17.41% (-$859.8K) YoY +25.66% (-$1.2M)
(cusip092528603)✕	108.7K	QoQ +10.03% (+9.9K) YoY NEW(+108.7K)	All Managers (Combined)	$5.7M	0.7% ($5.7M/$768.1M)	QoQ +10.79% (+$554.6K) YoY NEW(+$5.7M)
(cusip47103U845)✕	112.1K	QoQ +156.05% (+68.3K) YoY +408.92% (+90.0K)	All Managers (Combined)	$5.7M	0.7% ($5.7M/$768.1M)	QoQ +156.05% (+$3.5M) YoY +408.60% (+$4.6M)