Hcr Wealth Advisors Sells in Q4 2024

Hcr Wealth Advisors

  • $789 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AME
Ametek Inc

Industrials
-17.7K
- 15.75%
$165.89 - $197.38 $2.94M - $3.49M
94.7K $17.1M
IBB
Ishares Biotechnology ETF

ETFs
-7.65K
- 71.41%
$131.21 - $148.85 $1M - $1.14M
3.06K $404K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-6.2K
- 13.15%
$87.1 - $98.49 $540K - $611K
41K $3.58M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-31K
- 3.52%
$17.65 - $18.18 $548K - $564K
851K $15.1M
ZTS
Zoetis Inc.

Healthcare
-1.53K
- 9.92%
$162.24 - $194.42 $249K - $298K
13.9K $2.27M
RKT
Rocket Companies, Inc.

Financial Services
-1.9K
- 2.43%
$11.03 - $19.27 $21K - $36.7K
76.3K $859K
MSFT
Microsoft Corp

Technology
-537
- 1.14%
$406.35 - $454.46 $218K - $244K
46.5K $19.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.56K
- 4.02%
$44.04 - $49.49 $201K - $226K
109K $4.8M
AWK
American Water Works Company, Inc.

Utilities
-85
- 0.31%
$123.83 - $146.07 $10.5K - $12.4K
26.9K $3.35M
NEE
Nextera Energy Inc

Utilities
-327
- 0.8%
$69.77 - $85.43 $22.8K - $27.9K
40.4K $2.9M
MRK
Merck & Co., Inc.

Healthcare
-1.39K
- 6.61%
$96.31 - $114.76 $134K - $160K
19.7K $1.96M
NVO
Novo Nordisk A S

Healthcare
-234
- 1.96%
$85.0 - $120.04 $19.9K - $28.1K
11.7K $1.01M
IEF
Ishares Barclays

ETFs
-3K
- 13.94%
$92.08 - $98.18 $276K - $295K
18.5K $1.71M
LHX
L3 Harris Technologies, Inc.

Industrials
-59
- 0.48%
$208.94 - $264.22 $12.3K - $15.6K
12.3K $2.59M
LMT
Lockheed Martin Corp

Industrials
-371
- 25.39%
$479.66 - $614.62 $178K - $228K
1.09K $529K
LLY
Eli Lilly & CO

Healthcare
-165
- 11.58%
$727.2 - $932.06 $120K - $154K
1.26K $972K
ADBE
Adobe Inc.

Technology
-43
- 1.25%
$437.39 - $552.96 $18.8K - $23.8K
3.39K $1.51M
CVX
Chevron Corp

Energy
-1.36K
- 6.35%
$141.15 - $162.53 $193K - $222K
20.1K $2.91M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-3.6K
- 9.68%
$42.84 - $45.38 $154K - $163K
33.6K $1.44M
JNJ
Johnson & Johnson

Healthcare
-178
- 1.5%
$143.34 - $165.86 $25.5K - $29.5K
11.7K $1.69M
COP
Conocophillips

Energy
-114
- 0.32%
$95.12 - $114.72 $10.8K - $13.1K
35.8K $3.55M
XOM
Exxon Mobil Corp

Energy
-240
- 1.14%
$105.51 - $125.37 $25.3K - $30.1K
20.8K $2.24M
UNH
Unitedhealth Group Inc

Healthcare
-79
- 3.49%
$485.52 - $625.25 $38.4K - $49.4K
2.19K $1.11M
CARR
Carrier Global Corp

Industrials
-2K
- 30.87%
$66.69 - $82.65 $133K - $165K
4.48K $305K
SBUX
Starbucks Corp

Consumer Cyclical
-152
- 0.48%
$87.44 - $102.5 $13.3K - $15.6K
31.3K $2.86M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.62K
- 2.71%
$81.68 - $82.93 $133K - $135K
58.2K $4.77M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.72K
- 7.65%
$100.22 - $100.73 $172K - $173K
20.7K $2.08M
IEFA
Ishares Tr

ETFs
-703
- 4.3%
$70.06 - $77.43 $49.3K - $54.4K
15.6K $1.1M
XLE
Energy Sector Spdr

ETFs
-1.63K
- 13.97%
$83.32 - $97.27 $135K - $158K
10K $857K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.36K
- 16.31%
$91.29 - $91.8 $124K - $124K
6.96K $635K
NKE
Nike, Inc.

Consumer Cyclical
-120
- 1.48%
$73.36 - $89.13 $8.8K - $10.7K
8.01K $606K
AWR
American States Water CO

Utilities
-591
- 5.1%
$77.72 - $87.27 $45.9K - $51.6K
11K $854K
KO
Coca Cola CO

Consumer Defensive
-96
- 0.97%
$61.74 - $71.71 $5.93K - $6.88K
9.79K $609K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-42
- 0.38%
$442.29 - $483.08 $18.6K - $20.3K
10.9K $4.94M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-331
- 2.68%
$115.08 - $119.55 $38.1K - $39.6K
12K $1.39M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-654
- 6.8%
$33.77 - $44.09 $22.1K - $28.8K
8.96K $303K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.59K
- 23.76%
$55.73 - $66.16 $88.7K - $105K
5.11K $308K
ASML
Asml Holding Nv

Technology
-29
- 7.82%
$658.43 - $872.27 $19.1K - $25.3K
342 $237K
ACN
Accenture PLC

Technology
-195
- 20.57%
$343.9 - $376.86 $67.1K - $73.5K
753 $264K
PG
Procter & Gamble CO

Consumer Defensive
-29
- 0.29%
$161.05 - $179.7 $4.67K - $5.21K
10K $1.68M
TFLO
Ishares Treasury Floating Rate

ETFs
-925
- 2.28%
$50.37 - $50.63 $46.6K - $46.8K
39.6K $2M
RTX
Raytheon Technologies Corp

Industrials
-197
- 3.79%
$114.45 - $127.21 $22.5K - $25.1K
5K $578K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-148
- 2.85%
$106.56 - $113.11 $15.8K - $16.7K
5.04K $538K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-2K
- 28.51%
$36.5 - $53.22 $73K - $106K
5.02K $216K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-129
- 8.79%
$209.89 - $233.24 $27.1K - $30.1K
1.34K $284K
EEM
Ishares Msci Emerging Markets

ETFs
-380
- 6.41%
$41.82 - $47.36 $15.9K - $18K
5.55K $232K
QCOM
Qualcomm Inc

Technology
-43
- 3.07%
$150.4 - $178.04 $6.47K - $7.66K
1.36K $208K
ITA
Ishares Tr

ETFs
-25
- 1.08%
$144.31 - $157.31 $3.61K - $3.93K
2.29K $332K
DE
Deere & CO

Industrials
-39
- 6.26%
$389.45 - $466.0 $15.2K - $18.2K
584 $247K
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
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