Hcr Wealth Advisors Portfolio Holdings

Hcr Wealth Advisors

  • $789 Million
  • Q4 2024

Hcr Wealth Advisors has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $789 Million distributed in 228 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $133M, Vanguard Growth ETF with a value of $82.5M, Vanguard Whitehall Fds (Vangua with a value of $74.6M, Ishares Core S&P Sm Cap ETF with a value of $44.2M, and Nvidia Corp with a value of $36.1M.

Examining the 13F form we can see an increase of $32.8M in the current position value, from $757M to 789M.

Hcr Wealth Advisors is based out at Los Angeles, CA

Below you can find more details about Hcr Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $789 Million
ETFs: $343 Million
Technology: $220 Million
Financial Services: $48.1 Million
Communication Services: $39.9 Million
Industrials: $39.2 Million
Consumer Cyclical: $36 Million
Healthcare: $21 Million
Consumer Defensive: $20 Million
Other: $22.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54B
$1.68 Million 0.21% of portfolio
5,981
Q4 2024 Reduced 2.61%
$229B
$1.56 Million 0.2% of portfolio
5,387
Q4 2024 Added 0.39%
$162B
$1.51 Million 0.19% of portfolio
3,393
Q4 2024 Reduced 1.25%
$155B
$1.38 Million 0.17% of portfolio
3,793
Q3 2024 Added 9.03%
$46.5B
$1.33 Million 0.17% of portfolio
17,850
Q3 2024 Reduced 36.54%
$25.6B
$1.23 Million 0.16% of portfolio
11,754
Q4 2024 Added 0.91%
$148B
$1.24 Million 0.16% of portfolio
4,742
Q3 2024 Reduced 0.4%
$52.9B
$1.28 Million 0.16% of portfolio
16,229
Q4 2024 Added 0.02%
$47B
$1.17 Million 0.15% of portfolio
30,736
Q4 2024 Added 1.73%
$17.2B
$1.12 Million 0.14% of portfolio
6,870
Q4 2024 Added 1.0%
$104B
$1.11 Million 0.14% of portfolio
21,228
Q4 2024 Added 0.17%
$425B
$1.11 Million 0.14% of portfolio
2,186
Q4 2024 Reduced 3.49%
$44.1B
$1.04 Million 0.13% of portfolio
9,377
Q4 2024 Reduced 9.64%
$131B
$1.01 Million 0.13% of portfolio
11,720
Q4 2024 Reduced 1.96%
$56.8B
$961,000 0.12% of portfolio
20,107
Q4 2024 Added 1.06%
$798B
$972,000 0.12% of portfolio
1,260
Q4 2024 Reduced 11.58%
$67.9B
$960,000 0.12% of portfolio
9,283
Q4 2024 Added 0.47%
$2.96B
$854,000 0.11% of portfolio
10,994
Q4 2024 Reduced 5.1%
$1.67B
$859,000 0.11% of portfolio
76,304
Q4 2024 Reduced 2.43%
$174B
$881,000 0.11% of portfolio
1,539
Q4 2024 Added 5.99%
$165B
$822,000 0.1% of portfolio
1,308
Q4 2024 Added 0.15%
$253B
$763,000 0.1% of portfolio
6,341
Q4 2024 Added 0.25%
$246B
$801,000 0.1% of portfolio
11,405
Q4 2024 Added 0.08%
$5.72B
$789,000 0.1% of portfolio
5,000
Q3 2024 New
$316B
$609,000 0.08% of portfolio
9,786
Q4 2024 Reduced 0.97%
$105B
$593,000 0.08% of portfolio
10,488
Q4 2024 Reduced 8.58%
$188B
$616,000 0.08% of portfolio
2,078
Q4 2024 Added 0.14%
$86.4B
$623,000 0.08% of portfolio
1,835
Q4 2024 Added 0.05%
$70.2B
$606,000 0.08% of portfolio
8,009
Q4 2024 Reduced 1.48%
$199B
$537,000 0.07% of portfolio
3,222
Q4 2024 Added 0.19%
$92.5B
$514,000 0.07% of portfolio
2,986
Q4 2024 Added 0.84%
$22.4B
$558,000 0.07% of portfolio
6,371
Q4 2024 Added 0.52%
$787B
$531,000 0.07% of portfolio
2,689
Q4 2024 Added 17.58%
$189B
$578,000 0.07% of portfolio
4,996
Q4 2024 Reduced 3.79%
$43.6B
$564,000 0.07% of portfolio
3,260
Q4 2024 Added 0.03%
$122B
$529,000 0.07% of portfolio
1,090
Q4 2024 Reduced 25.39%
$107B
$571,000 0.07% of portfolio
1,723
Q4 2024 Added 17.93%
$171B
$559,000 0.07% of portfolio
1,071
Q4 2024 Added 0.19%
$247B
$449,000 0.06% of portfolio
1,343
Q4 2024 Reduced 1.1%
$23B
$444,000 0.06% of portfolio
4,928
Q4 2024 Added 38.12%
$155B
$361,000 0.05% of portfolio
1,510
Q4 2024 Added 0.2%
$148B
$385,000 0.05% of portfolio
3,195
Q4 2024 Added 0.22%
$214B
$385,000 0.05% of portfolio
1,753
Q4 2024 Reduced 0.06%
$41B
$405,000 0.05% of portfolio
576
Q4 2024 Added 97.26%
$185B
$413,000 0.05% of portfolio
10,328
Q4 2024 Added 3.01%
$141B
$431,000 0.05% of portfolio
3,569
Q4 2024 Added 8.25%
$11.4B
$389,000 0.05% of portfolio
11,233
Q4 2024 Added 0.01%
$0
$405,000 0.05% of portfolio
75,353
Q4 2023 New
$72.1B
$398,000 0.05% of portfolio
627
Q4 2024 Added 1.29%

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $789 Million
  • Prior Value $757 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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