HCR Wealth Advisors
CIK: 0001697715SEC EDGAR →
Portfolio Value
$911K
Holdings
255
As of
Q4 2025
New Positions
16
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Apple Inc | 534,282 | $145K | 15.92% |
| 2 | Vanguard Growth Index Fund ETF | 217,235 | $105K | 11.53% |
| 3 | Vanguard High Dividend Yield Index Fund ETF | 642,119 | $92K | 10.10% |
| 4 | Nvidia Corp | 305,364 | $56K | 6.15% |
| 5 | Vanguard Extended Market ETF S &P Compl | 178,116 | $37K | 4.06% |
| 6 | iShares Core S&P 500 ETF | 50,961 | $34K | 3.73% |
| 7 | Alphabet Inc | 97,000 | $30K | 3.29% |
| 8 | Microsoft | 47,870 | $23K | 2.52% |
| 9 | First Trust Preferred Securities and Income ETF | 998,172 | $18K | 1.98% |
| 10 | iShares Core MSCI Emerging ETF | 258,722 | $17K | 1.87% |
Quarterly Changes
New Positions (20)
$37K · 178K shares
$2K · 31K shares
$0 · 3K shares
$0 · 477 shares
$0 · 4K shares
$0 · 2K shares
$0 · 27K shares
$0 · 3K shares
$0 · 5K shares
$0 · 1K shares
Vanguard VNG Rus1000val ETF
$0 · 3K shares
$0 · 4K shares
$0 · 434 shares
$0 · 668 shares
$0 · 2K shares
$0 · 6K shares
$0 · 1K shares
$0 · 4K shares
$0 · 286 shares
$0 · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 117 | $415K | 45.6% |
| Technology | 32 | $269K | 29.5% |
| Unknown | 18 | $56K | 6.1% |
| Communication Services | 7 | $55K | 6.0% |
| Industrials | 22 | $44K | 4.8% |
| Consumer Cyclical | 12 | $33K | 3.6% |
| Healthcare | 20 | $14K | 1.5% |
| Consumer Defensive | 11 | $12K | 1.3% |
| Energy | 5 | $8K | 0.9% |
| Utilities | 7 | $4K | 0.4% |
| Basic Materials | 3 | $1K | 0.1% |
| Real Estate | 1 | $0 | 0.0% |