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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$135B
$2.57 Million 0.33% of portfolio
11,369
Q4 2024 Reduced 1.81%
$317B
$2.53 Million 0.32% of portfolio
14,235
Q4 2024 Added 0.24%
$72.5B
$2.43 Million 0.31% of portfolio
1,914
Q4 2024 New
$94.8B
$2.38 Million 0.3% of portfolio
10,263
Q4 2024 Added 0.04%
$294B
$2.33 Million 0.3% of portfolio
53,002
Q4 2024 Reduced 5.67%
$70.6B
$2.27 Million 0.29% of portfolio
13,936
Q4 2024 Reduced 9.92%
$154B
$2.19 Million 0.28% of portfolio
19,694
Q4 2024 Added 7.46%
$0
$2.22 Million 0.28% of portfolio
43,762
Q4 2024 Added 36.47%
$431B
$2.24 Million 0.28% of portfolio
20,801
Q4 2024 Reduced 1.14%
$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%
$489B
$2.05 Million 0.26% of portfolio
3,889
Q4 2024 Added 1.78%
$0
$2 Million 0.25% of portfolio
39,610
Q4 2024 Reduced 2.28%
$201B
$1.96 Million 0.25% of portfolio
19,696
Q4 2024 Reduced 6.61%
$39.2B
$1.93 Million 0.24% of portfolio
6,108
Q4 2024 Added 7.48%
$52.8B
$1.91 Million 0.24% of portfolio
9,919
Q4 2023 Reduced 0.41%
$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%
$22.1B
$1.77 Million 0.22% of portfolio
15,347
Q4 2024 Added 2.85%
$401B
$1.68 Million 0.21% of portfolio
10,005
Q4 2024 Reduced 0.29%
$404B
$1.69 Million 0.21% of portfolio
11,680
Q4 2024 Reduced 1.5%
$54.8B
$1.68 Million 0.21% of portfolio
5,981
Q4 2024 Reduced 2.61%
$233B
$1.56 Million 0.2% of portfolio
5,387
Q4 2024 Added 0.39%
$0
$1.49 Million 0.19% of portfolio
9,354
Q4 2024 Reduced 3.08%
$163B
$1.51 Million 0.19% of portfolio
3,393
Q4 2024 Reduced 1.25%
$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%
$157B
$1.38 Million 0.17% of portfolio
3,793
Q3 2024 Added 9.03%
$46.4B
$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%
$157B
$1.24 Million 0.16% of portfolio
4,742
Q3 2024 Reduced 0.4%
$54.1B
$1.28 Million 0.16% of portfolio
16,229
Q4 2024 Added 0.02%
$48.2B
$1.17 Million 0.15% of portfolio
30,736
Q4 2024 Added 1.73%
$0
$1.08 Million 0.14% of portfolio
4,889
Q4 2024 Added 1.88%
$17.4B
$1.12 Million 0.14% of portfolio
6,870
Q4 2024 Added 1.0%
$0
$1.13 Million 0.14% of portfolio
1,818
Q4 2024 Added 4.18%
$102B
$1.11 Million 0.14% of portfolio
21,228
Q4 2024 Added 0.17%
$549B
$1.11 Million 0.14% of portfolio
2,186
Q4 2024 Reduced 3.49%
$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%
$44.6B
$1.04 Million 0.13% of portfolio
9,377
Q4 2024 Reduced 9.64%
$149B
$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%
$0
$951,000 0.12% of portfolio
10,520
Q4 2023 Reduced 9.5%

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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