HCR Wealth Advisors Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$850K

Holdings

237

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (237 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLApple Inc	529,406	$109K	12.78%
2	VUGVanguard Growth Index Fund ETF	213,320	$94K	11.01%
3	VYMVanguard High Dividend Yield Index Fund ETF	625,930	$83K	9.82%
4	NVDANvidia Corp	299,374	$47K	5.57%
5	IJRiShares Core S&P Small-Cap ETF	418,776	$46K	5.39%
6	IVViShares Core S&P 500 ETF	39,920	$25K	2.92%
7	MSFTMicrosoft	46,908	$23K	2.75%
8	AMEAmetek Inc	94,032	$17K	2.00%
9	XFEBFirst Trust Preferred Securities and Income ETF	952,756	$17K	2.00%
10	GOOGLAlphabet Inc	94,893	$17K	1.97%
11	METAMeta Platforms Inc	19,206	$14K	1.67%
12	IEMGiShares Core MSCI Emerging ETF	234,774	$14K	1.66%
13	PANWPalo Alto Networks	68,078	$14K	1.64%
14	AMZNAmazon.Com Inc	52,338	$11K	1.35%
15	VVisa Inc	31,923	$11K	1.33%
16	JPMJPMorgan Chase & Co	29,791	$9K	1.02%
17	COSTCostco Wholesale	7,991	$8K	0.93%
18	BINCBlackRock Flexible Income ETF	134,535	$7K	0.84%
19	JAAAJanus Henderson Aaa Clo ETF IV	132,914	$7K	0.79%
20	ORCLOracle Corp	27,711	$6K	0.71%
21	SPYSPDR S&P 500 ETF	9,776	$6K	0.71%
22	NDQInvesco QQQ Trust	10,661	$6K	0.69%
23	AZOAutozone Inc Com	1,505	$6K	0.66%
24	GQ9SPDR Gold TR Gold (SHS)	18,218	$6K	0.65%
25	VWOVanguard FTSE Emerging Markets ETF	108,791	$5K	0.63%
26	BRK/BBerkshire Hathaway	11,054	$5K	0.63%
27	ANAutonation Inc Com	24,712	$5K	0.58%
28	SCHGSchwab US Large Cap Growth ETF	164,631	$5K	0.57%
29	TSLATesla Motors	14,762	$5K	0.55%
30	NFLXNetflix Inc	3,464	$5K	0.55%
31	SHYiShares Trust 1-3 (year Treasury Bond Etf)	53,699	$4K	0.52%
32	VOOVanguard S&P 500 ETF	7,563	$4K	0.51%
33	XLUUtilities Select (sector SPDR Fund)	52,102	$4K	0.50%
34	GOOGAlphabet Inc. Class C	23,796	$4K	0.50%
35	DWDMorgan Stanley	29,680	$4K	0.49%
36	ICEIntercontinental Exchange Inc	22,219	$4K	0.48%
37	BABoeing Co	19,231	$4K	0.47%
38	VRTVertiv Holdings Co Class A	30,958	$4K	0.47%
39	NRANRG Energy Inc	22,520	$4K	0.43%
40	AVGOBroadcom Inc	12,847	$4K	0.42%
41	AWCAmerican Water Works	25,245	$4K	0.41%
42	WMTWal-Mart	34,655	$3K	0.40%
43	SYKStryker Corp	8,513	$3K	0.40%
44	NOWServiceNow Inc	3,256	$3K	0.39%
45	COPConocophillips Com	36,506	$3K	0.39%
46	HDHome Depot	8,653	$3K	0.37%
47	BKLNInvesco Senior Loan ETF	151,413	$3K	0.37%
48	LHXL3harris	12,281	$3K	0.36%
49	TMOThermo Fisher	7,235	$3K	0.35%
50	CMECME Group Inc	10,572	$3K	0.34%
51	CVXChevron Corp.	20,113	$3K	0.34%
52	T7DTransdigm Group	1,878	$3K	0.34%
53	PWRQuanta Services Inc	7,551	$3K	0.34%
54	NEENextera Energy Inc	40,011	$3K	0.33%
55	HONHoneywell	11,612	$3K	0.32%
56	SBUXStarbucks Corp Com	29,387	$3K	0.32%
57	ABBVAbbvie Inc Com	14,311	$3K	0.31%
58	BACBank Of America Corp	52,943	$3K	0.29%
59	DISWalt Disney	19,794	$2K	0.29%
60	MINTPIMCO Enhanced SHRT Maturty Actv ETF	22,350	$2K	0.26%
61	XOMExxonMobil	20,729	$2K	0.26%
62	IBITiShares Bitcoin ETF	35,508	$2K	0.26%
63	MAMastercard	3,770	$2K	0.25%
64	DELLDell Technologies Inc Class C	17,254	$2K	0.25%
65	SHYGiShares High Yield Corporat Bond ETF	48,820	$2K	0.25%
66	VTIVanguard Total Stock Market Index Fund ETF	6,928	$2K	0.25%
67	ALSAllstate Corp	9,917	$2K	0.23%
68	ETNEaton Corp PLC F	5,229	$2K	0.22%
69	ZTSZoetis Inc	11,892	$2K	0.22%
70	CSMProShares Large Cap Core Plus ETF	25,714	$2K	0.21%
71	VEAVanguard FTSE Developed Markets ETF	30,061	$2K	0.20%
72	JCIJohnson Controls Inter F	16,211	$2K	0.20%
73	IYWiShares US Technology ETF	9,229	$2K	0.19%
74	AMLPAlps Alerian MLP ETF	32,396	$2K	0.19%
75	JNJJohnson & Johnson	10,292	$2K	0.19%
76	FIXDFirst Trust TCW Opportunistic Fixed Income ETF	35,326	$2K	0.18%
77	CATCaterpillar	3,978	$2K	0.18%
78	MCDMcDonalds	5,277	$2K	0.18%
79	PGProcter & Gamble	9,650	$2K	0.18%
80	AQLTiShares Core MSCI EAFE ETF	18,190	$2K	0.18%
81	GBTCGrayscale Bitcoin TR BTC	17,312	$1K	0.17%
82	GSGoldman Sachs Group	2,011	$1K	0.17%
83	AMGNAmgen Inc.	4,802	$1K	0.16%
84	CMFiShares California Muni Bond ETF	23,987	$1K	0.16%
85	FCXFreeport-Mcmoran Inc	30,678	$1K	0.16%
86	ADBEAdobe Inc	3,429	$1K	0.16%
87	IEFiShares 7-10 Year Treasury Bond ETF	13,800	$1K	0.16%
88	FDXFedex Corp Com	5,583	$1K	0.15%
89	MOAltria Group Inc	21,277	$1K	0.15%
90	PFFiShares Preferred Income Sec ETF IV	40,666	$1K	0.15%
91	NVONovo-Nordisk As Vormal F Sponsored ADR	17,913	$1K	0.15%
92	IEIiShares 3-7 Year Treasury Bond ETF	10,314	$1K	0.14%
93	XLKTechnology Select Sector SPDR ETF	4,812	$1K	0.14%
94	VGTVanguard Information Technology Index Fund ETF	1,818	$1K	0.14%
95	SCHWCharles Schwab Corp	13,045	$1K	0.14%
96	4I1Philip Morris Intl	6,335	$1K	0.14%
97	TFLOiShares Treasury Floating Rate B ETF	21,585	$1K	0.13%
98	CHDChurch &dwight Co	11,187	$1K	0.13%
99	STZConstellation Brands	6,316	$1K	0.12%
100	IWMiShares Russell 2000 ETF	4,755	$1K	0.12%

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