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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.06B
$4.22 Million 0.53% of portfolio
24,842
Q4 2024 Added 0.75%
$2.64B
$854,000 0.11% of portfolio
10,994
Q4 2024 Reduced 5.1%
$6.12B
$789,000 0.1% of portfolio
5,000
Q3 2024 New
$7.12B
$292,000 0.04% of portfolio
2,000
Q4 2022 New
$2.27B
$206,000 0.03% of portfolio
13,000
Q4 2023 New
$2.89B
$214,000 0.03% of portfolio
10,000
Q1 2022 New

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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