Hcr Wealth Advisors Incresed Positions in Q4 2024

Hcr Wealth Advisors

  • $789 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
7
+ 0.22%
$112.15 - $127.2 $785 - $890
3.2K $385K
INTU
Intuit Inc

Technology
2
+ 0.15%
$602.01 - $706.25 $1.2K - $1.41K
1.31K $822K
AON
Aon PLC

Financial Services
1
+ 0.15%
$344.14 - $393.31 $344 - $393
677 $243K
CLX
Clorox CO

Consumer Defensive
68
+ 1.0%
$156.51 - $169.74 $10.6K - $11.5K
6.87K $1.12M
PH
Parker Hannifin Corp

Industrials
8
+ 1.29%
$621.74 - $709.46 $4.97K - $5.68K
627 $398K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.12%
$417.69 - $450.94 $835 - $902
1.74K $739K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.2K
+ 100.1%
$25.33 - $51.16 $157K - $317K
12.4K $320K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1K
+ 2.0%
$42.33 - $43.3 $42.3K - $43.3K
51K $2.17M
CMF
Ishares California Muni Bond E

ETFs
353
+ 1.51%
$56.66 - $58.1 $20K - $20.5K
23.7K $1.36M
Amplify Ai Powered Equity ETF
48
+ 0.79%
N/A
6.14K $0
MCO
Moodys Corp

Financial Services
2
+ 0.33%
$454.04 - $500.88 $908 - $1K
602 $284K
I Shares Bitcoin ETF
1.52K
+ 5.06%
N/A
31.5K $0
DELL
Dell Technologies Inc.

Technology
425
+ 2.85%
$111.96 - $144.21 $47.6K - $61.3K
15.3K $1.77M
Black Rock Flexible Income ETF
16.8K
+ 20.46%
N/A
98.8K $0
PM
Philip Morris International Inc.

Consumer Defensive
16
+ 0.25%
$118.38 - $133.06 $1.89K - $2.13K
6.34K $763K
BND
Vanguard Bd Index Fd Inc Total

ETFs
291
+ 3.34%
$71.75 - $75.11 $20.9K - $21.9K
9.01K $648K
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.16K
+ 98.11%
$25.74 - $53.78 $107K - $224K
8.4K $217K
TT
Trane Technologies PLC

Industrials
2
+ 0.29%
$369.35 - $419.14 $739 - $838
703 $259K
VEA
Vanguard Ftse Developed Market

ETFs
2.39K
+ 9.17%
$47.57 - $52.44 $114K - $125K
28.5K $1.36M
CSX
Csx Corp

Industrials
11
+ 0.15%
$31.58 - $36.88 $347 - $406
7.46K $240K
PGR
Progressive Corp

Financial Services
3
+ 0.2%
$239.6 - $268.88 $719 - $807
1.51K $361K
VHT
Vanguard Health Care ETF

ETFs
187
+ 7.68%
$250.81 - $283.3 $46.9K - $53K
2.62K $664K
MKC
Mccormick & CO Inc

Consumer Defensive
139
+ 2.55%
$73.97 - $84.09 $10.3K - $11.7K
5.59K $426K
UPS
United Parcel Service Inc

Industrials
2
+ 0.08%
$122.65 - $138.35 $245 - $277
2.63K $331K
NOC
Northrop Grumman Corp

Industrials
1
+ 0.19%
$466.52 - $543.88 $467 - $544
515 $241K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.43K
+ 98.94%
$18.41 - $40.87 $137K - $304K
14.9K $276K
CL
Colgate Palmolive CO

Consumer Defensive
6
+ 0.22%
$90.22 - $102.31 $541 - $614
2.74K $248K
VZ
Verizon Communications Inc

Communication Services
302
+ 3.01%
$39.6 - $45.21 $12K - $13.7K
10.3K $413K
ORCL
Oracle Corp

Technology
330
+ 1.33%
$165.41 - $192.43 $54.6K - $63.5K
25.1K $4.18M
MDLZ
Mondelez International, Inc.

Consumer Defensive
129
+ 3.4%
$59.25 - $72.99 $7.64K - $9.42K
3.92K $234K
MGM
Mgm Resorts International

Consumer Cyclical
1
+ 0.01%
$33.44 - $41.99 $33.4 - $42
11.2K $389K
PFF
Ishares Trust Ishares Pfd And

ETFs
800
+ 1.91%
$31.23 - $33.51 $25K - $26.8K
42.7K $1.34M
GE
General Electric CO

Industrials
6
+ 0.19%
$159.95 - $194.23 $960 - $1.17K
3.22K $537K
AFL
Aflac Inc

Financial Services
43
+ 0.47%
$100.37 - $115.27 $4.32K - $4.96K
9.28K $960K
MCD
Mcdonalds Corp

Consumer Cyclical
21
+ 0.39%
$288.47 - $316.54 $6.06K - $6.65K
5.39K $1.56M
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.05%
$338.75 - $399.71 $339 - $400
1.84K $623K
AMD
Advanced Micro Devices Inc

Technology
272
+ 8.25%
$118.88 - $172.8 $32.3K - $47K
3.57K $431K
HD
Home Depot, Inc.

Consumer Cyclical
93
+ 1.03%
$385.02 - $431.37 $35.8K - $40.1K
9.12K $3.55M
ICE
Intercontinental Exchange, Inc.

Financial Services
698
+ 3.06%
$148.29 - $166.93 $104K - $117K
23.5K $3.51M
AN
Autonation, Inc.

Consumer Cyclical
185
+ 0.75%
$155.47 - $182.16 $28.8K - $33.7K
24.8K $4.22M
XLU
Utilities Sector Spdr

ETFs
347
+ 0.69%
$74.89 - $82.93 $26K - $28.8K
50.5K $3.82M
ABBV
Abb Vie Inc.

Healthcare
34
+ 0.24%
$164.99 - $203.87 $5.61K - $6.93K
14.2K $2.53M
FCX
Freeport Mcmoran Inc

Basic Materials
522
+ 1.73%
$38.08 - $50.82 $19.9K - $26.5K
30.7K $1.17M
TMO
Thermo Fisher Scientific Inc.

Healthcare
54
+ 0.73%
$501.29 - $612.85 $27.1K - $33.1K
7.5K $3.9M
Activity Summary
Buys All Purchases 107 New Holdings 12 Increased Positions 95 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Hcr Wealth Advisors Portfolio

Follow Hcr Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email