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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$82.5 Million 10.44% of portfolio
200,896
Q4 2024 Added 4.1%
$0
$74.6 Million 9.45% of portfolio
584,571
Q4 2024 Added 4.6%
$0
$44.2 Million 5.6% of portfolio
384,034
Q4 2024 Added 4.45%
$0
$22 Million 2.79% of portfolio
37,452
Q4 2024 Added 7.21%
$0
$15.1 Million 1.91% of portfolio
851,180
Q4 2024 Reduced 3.52%
$0
$11.1 Million 1.41% of portfolio
206,801
Q4 2024 Added 5.28%
$0
$5.49 Million 0.7% of portfolio
10,736
Q4 2024 Reduced 2.72%
$0
$5.33 Million 0.67% of portfolio
9,086
Q4 2024 Reduced 0.59%
$0
$4.8 Million 0.61% of portfolio
108,898
Q4 2024 Reduced 4.02%
$0
$4.77 Million 0.6% of portfolio
58,239
Q4 2024 Reduced 2.71%
$0
$4.59 Million 0.58% of portfolio
164,831
Q4 2024 Added 301.76%
$88.2B
$4.08 Million 0.52% of portfolio
16,850
Q4 2024 Added 2.78%
$0
$3.91 Million 0.5% of portfolio
7,259
Q4 2024 Added 188.74%
$0
$3.82 Million 0.48% of portfolio
50,496
Q4 2024 Added 0.69%
$0
$3.58 Million 0.45% of portfolio
40,969
Q4 2024 Reduced 13.15%
$0
$3.17 Million 0.4% of portfolio
150,357
Q4 2024 Added 1.55%
$0
$2.17 Million 0.28% of portfolio
51,008
Q4 2024 Added 2.0%
$0
$2.08 Million 0.26% of portfolio
20,709
Q4 2024 Reduced 7.65%
$0
$2 Million 0.25% of portfolio
39,610
Q4 2024 Reduced 2.28%
$0
$1.85 Million 0.23% of portfolio
6,394
Q4 2024 Added 3.3%
$0
$1.7 Million 0.22% of portfolio
25,714
Q3 2024 Added 414.28%
$0
$1.71 Million 0.22% of portfolio
18,520
Q4 2024 Reduced 13.94%
$0
$1.49 Million 0.19% of portfolio
9,354
Q4 2024 Reduced 3.08%
$0
$1.52 Million 0.19% of portfolio
31,631
Q4 2024 Reduced 0.75%
$0
$1.44 Million 0.18% of portfolio
33,601
Q4 2024 Reduced 9.68%
$0
$1.39 Million 0.18% of portfolio
12,039
Q4 2024 Reduced 2.68%
$0
$1.36 Million 0.17% of portfolio
28,484
Q4 2024 Added 9.17%
$0
$1.36 Million 0.17% of portfolio
23,705
Q4 2024 Added 1.51%
$0
$1.34 Million 0.17% of portfolio
42,710
Q4 2024 Added 1.91%
$0
$1.08 Million 0.14% of portfolio
4,889
Q4 2024 Added 1.88%
$0
$1.13 Million 0.14% of portfolio
1,818
Q4 2024 Added 4.18%
$0
$1.12 Million 0.14% of portfolio
4,829
Q3 2024 Reduced 4.17%
$0
$1.1 Million 0.14% of portfolio
15,628
Q4 2024 Reduced 4.3%
$0
$951,000 0.12% of portfolio
10,520
Q4 2023 Reduced 9.5%
$0
$867,000 0.11% of portfolio
6,747
Q4 2023 Added 5.06%
$0
$857,000 0.11% of portfolio
10,011
Q4 2024 Reduced 13.97%
$0
$714,000 0.09% of portfolio
7,037
Q2 2024 Added 0.67%
$0
$739,000 0.09% of portfolio
1,739
Q4 2024 Added 0.12%
$0
$664,000 0.08% of portfolio
2,621
Q4 2024 Added 7.68%
$0
$614,000 0.08% of portfolio
1,079
Q3 2024 Added 0.09%
$0
$613,000 0.08% of portfolio
7,940
Q2 2024 Reduced 3.03%
$0
$648,000 0.08% of portfolio
9,014
Q4 2024 Added 3.34%
$0
$635,000 0.08% of portfolio
6,955
Q4 2024 Reduced 16.31%
$0
$522,000 0.07% of portfolio
8,840
Q2 2022 Reduced 13.67%
$0
$529,000 0.07% of portfolio
5,692
Q2 2024 Reduced 4.21%
$0
$538,000 0.07% of portfolio
5,038
Q4 2024 Reduced 2.85%
$0
$514,000 0.07% of portfolio
4,585
Q3 2024 Added 58.93%
$0
$462,000 0.06% of portfolio
4,345
Q2 2024 Added 6.42%
$0
$475,000 0.06% of portfolio
5,337
Q1 2024 Reduced 10.48%

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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