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 |
|---|---|
CLColgate-Palmolive Co | $244K |
EDConsolidated Edison | $242K |
PRFInvesco FTSE Rafi US 1000 ETF | $242K |
EEMiShares MSCI Emerging Markets ETF | $237K |
TTTrane Technologies PLC F | $234K |
ACNAccenture PLC F Class A | $233K |
SHProShares Short S&P 500 ETF | $232K |
XLFISPDR Fund Consumer Staples ETF | $229K |
SNPSSynopsys Inc | $229K |
ASMLAsml Holding N V F Sponsored ADR | $227K |
SCHPSchwab U.S. TIPS ETF | $226K |
AIEQAmplify Ai Powered Equity ETF | $226K |
SNAPSnap Inc Class A | $221K |
VRSKVerisk Analytics Inc Class A | $221K |
FISVFiserv Inc | $219K |
CSXCSX Corp | $218K |
PLTRPalantir Technologies In Class A | $213K |
BLKBlackRock Inc New | $213K |
IAU*iShares Gold ETF | $211K |
IJJiShares S&P Mid Cap 400 Value ETF | $208K |
QCOMQualcomm Inc | $204K |
CMGChipotle Mexican GRL | $203K |
TAT&T | $203K |
SCHDSchwab US Dividend Equity ETF | $201K |
CVBFC V B Finl Corp | $184K |
KWKennedy Wilson HLDGS | $165K |
MGNIMagnite Inc | $148K |
RIVNRivian Automotive Inc Class A | $124K |
NOKNokia Oyj F Sponsored ADR | $81K |
EDITEditas Medicine Incorpor | $19K |
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