HCR Wealth Advisors Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$768.1M
Holdings
230
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (230 positions)
| Stock | Value |
|---|---|
XLKTechnology Select Sector SPDR ETF | $997K |
CLXClorox Co Com | $989K |
VGTVanguard Information Technology Index Fund ETF | $986K |
IWMiShares Russell 2000 ETF | $975K |
BONDPIMCO Active Bond ETF | $972K |
SCHWCharles Schwab Corp | $959K |
XLEEnergy Select Sector SPDR ETF | $904K |
USBUS Bancorp | $858K |
AWRAmerican States Water Co | $856K |
ITOTiShares Core S&P Total US Stock Mark | $823K |
WFCWells Fargo & Co | $818K |
RKTRocket Cos Inc Com | $801K |
INTUIntuit Inc | $739K |
BNDVanguard Total Bond Market ETF | $693K |
QUALiShares MSCI USA QLTY Fact ETF | $692K |
KOCoca-Cola | $681K |
NXSTNexstar Media Group Inc Com CL A | $672K |
DONSPDR Dow Jones Industrial Avrg ETF | $671K |
IVWiShares S&P 500 Growth ETF | $653K |
GEGeneral Electric Co | $642K |
SHWSherwin Williams Co | $639K |
RTXRTX Corp | $638K |
MRVLMarvell Technology Inc | $638K |
BMYBristol-Myers Squibb | $622K |
BSVVanguard Short-Term Bond ETF | $621K |
BXBlackstone Inc | $619K |
VHTVanguard Health Care ETF | $595K |
ISRGIntuitive Surgical | $589K |
MDYSPDR S&P Midcap 400 ETF | $573K |
AXPAmerican Express Co | $558K |
IYRiShares US Real Estate ETF | $545K |
DFSEURDiscover Finl S | $545K |
MRKMerck &co. Inc Com | $543K |
LQDiShares iBoxx $ (investment Grade Corporate Bond Etf) | $535K |
LINLinde PLC F | $520K |
HDViShares Core High (dividend Etf) | $515K |
IBMIBM | $510K |
PHParker-Hannifin Corp | $505K |
NKENike Inc Class B Com | $505K |
BACVerizon | $495K |
FAIFirst Dorsey Wright Focus 5 ETF IV | $484K |
EMBiShares JP Morgan Usd Emerging Marke | $483K |
TIPiShares TIPS Bond ETF | $482K |
VTEBVanguard Muni BND Tax | $463K |
TSMTaiwan Semiconductr F Sponsored ADR | $462K |
SRESempra | $456K |
CRMSalesforce | $453K |
AQLTiShares Select Dividend ETF | $452K |
MCXMcCormick &company | $451K |
LMTLockheed Martin Corp | $442K |
BILSPDR Bloomberg 1 3 MNTH T BLL ETF | $440K |
TLTiShares TR 20 YR TR (BD Etf) | $432K |
PGRProgressive Co Ohio | $429K |
SUBiShares Short Term NTNL Mun BND ETF | $422K |
XLFSelect STR Financial Select SPDR ETF | $422K |
FMBFirst Trust Managed Municipal ETF IV | $420K |
IVEiShares S&P 500 Value ETF | $419K |
GABGabelli Equity CF | $415K |
EFAiShares MSCI EAFE ETF | $413K |
IYFiShares US Financials ETF | $410K |
SPLVInvesco S&P 500 Low Volatility ETF | $398K |
GDXVaneck Gold Miners ETF | $395K |
IBBiShares Biotechnology ETF | $391K |
URIUnited Rentals Inc | $360K |
IWFiShares Russell 1000 Growth ETF | $352K |
AMDAdvanced Micro Device In | $344K |
ITA*iShares US Aerospace Defense ETF | $339K |
MGMMGM Resorts Intl | $335K |
PSXPhillips 66 | $334K |
XLVSelect Sector Health Care SPDR ETF | $333K |
IJKiShares S&P Mid Cap 400 GRWTH ETF | $332K |
PEPPepsico Inc | $330K |
MRSHMarsh & MC Lennan Co | $326K |
MCOMoodys Corp | $326K |
TJXTJX Companies Inc | $323K |
PEGPub SVC Enterpise GP | $314K |
AEEAmeren Corp | $308K |
GEVGE Vernova Inc | $303K |
HACKAmplify Cybersecurity ETF | $301K |
UCONFirst Trust TCW Unconstrained Plus Bond ETF | $298K |
SUSAiShares MSCI USA Esg Select ETF | $296K |
SCHFSchwab International Equity ETF | $295K |
SCHASchwab US Small Cap ETF | $290K |
UPSUnited Parcel SRVC Class B | $288K |
SFStifel Finl Co | $286K |
CARRCarrier Global Corp | $284K |
HYZDWisdomtree Int RT HDG HGH YLD ETF | $284K |
URAGlobal X Uranium ETF | $283K |
OLEDUniversal Display Co | $278K |
DEDeere & Co | $274K |
AONAon PLC F Class A | $270K |
TRVTravelers | $270K |
SHELShell PLC F Sponsored ADR | $267K |
MDLZMondelez Intl Class A | $266K |
CIThe CIGNA Group | $265K |
NOCNorthrop Grumman Co | $263K |
SHMSPDR Nuven BLM SHT TM MPL BND ETF | $261K |
HYMBSPDR Nuveen BLMG HG YL MP BND ETF | $253K |
ALNYAlnylam Pharmaceutl | $249K |
COWZPacer US Cash Cows 100 ETF | $245K |