Hcr Wealth Advisors Purchases and Sells in Q4 2024

Hcr Wealth Advisors

$789 Million
Q4 2024

Top Buys

Incresed Positions

95 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	7.91K + 4.1%	$378.79 - $428.11 $3M - $3.39M	201K $82.5M
NVDA	4.13K + 1.56%	$117.0 - $148.88 $484K - $615K	269K $36.1M
VYM	25.7K + 4.6%	$126.68 - $134.74 $3.26M - $3.47M	585K $74.6M
VOO	4.75K + 188.74%	$521.84 - $558.82 $2.48M - $2.65M	7.26K $3.91M
GOOGL	86 + 0.09%	$161.86 - $196.66 $13.9K - $16.9K	96K $18.2M
IVV	2.52K + 7.21%	$570.51 - $610.59 $1.44M - $1.54M	37.5K $22M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TDG	1.91K New	$1239.0 - $1442.53 $2.37M - $2.76M	1.91K $2.43M
URA	10.6K New	$26.78 - $33.46 $283K - $354K	10.6K $283K
PYPL	2.79K New	$77.25 - $91.3 $216K - $255K	2.79K $238K
USFR	4.31K New	$50.23 - $50.46 $216K - $217K	4.31K $216K
VRT	2.42K New	N/A	2.42K $209K
APO	1.24K New	$131.36 - $178.61 $162K - $221K	1.24K $204K

Top Sells

Reduced Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AME	-17.7K - 15.75%	$165.89 - $197.38 $2.94M - $3.49M	94.7K $17.1M
IBB	-7.65K - 71.41%	$131.21 - $148.85 $1M - $1.14M	3.06K $404K
TLT	-6.2K - 13.15%	$87.1 - $98.49 $540K - $611K	41K $3.58M
FPE	-31K - 3.52%	$17.65 - $18.18 $548K - $564K	851K $15.1M
ZTS	-1.53K - 9.92%	$162.24 - $194.42 $249K - $298K	13.9K $2.27M
RKT	-1.9K - 2.43%	$11.03 - $19.27 $21K - $36.7K	76.3K $859K

Activity Summary All Purchases 107 New Holdings 12 Increased Positions 95 All Sells 75 Reductions 75 Sold out 0 Calls 0 Puts 0

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