HCR Wealth Advisors Q3 2025 Filing
Filed October 3, 2025
Portfolio Value
$965.7M
Holdings
244
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (244 positions)
| Stock | Value |
|---|---|
AAPLApple Inc | $138.0M |
VUGVanguard Growth Index Fund ETF | $104.9M |
VYMVanguard High Dividend Yield Index Fund ETF | $89.9M |
NVDANvidia Corp | $56.7M |
IJRiShares Core S&P Small-Cap ETF | $52.1M |
GOOGLAlphabet Inc | $23.9M |
XFEBFirst Trust Preferred Securities and Income ETF | $18.3M |
IEMGiShares Core MSCI Emerging ETF | $16.7M |
AMEAmetek Inc | $16.1M |
PANWPalo Alto Networks | $14.6M |
AMZNAmazon.Com Inc | $11.7M |
VVisa Inc | $11.6M |
JPMJPMorgan Chase & Co | $9.4M |
AVGOBroadcom Inc | $9.2M |
BINCBlackRock Flexible Income ETF | $8.7M |
JAAAJanus Henderson Aaa Clo ETF IV | $7.8M |
ORCLOracle Corp | $7.5M |
GQ9SPDR Gold TR Gold (SHS) | $6.5M |
TSLATesla Motors | $6.3M |
GOOGAlphabet Inc. Class C | $6.1M |
VWOVanguard FTSE Emerging Markets ETF | $5.9M |
ANAutonation Inc Com | $5.7M |
BRK/BBerkshire Hathaway | $5.5M |
SCHGSchwab US Large Cap Growth ETF | $5.3M |
VRTVertiv Holdings Co Class A | $5.3M |
DWDMorgan Stanley | $4.7M |
SHYiShares Trust 1-3 (year Treasury Bond Etf) | $4.5M |
XLUUtilities Select (sector SPDR Fund) | $4.5M |
BABoeing Co | $4.2M |
LHXL3harris | $3.9M |
ICEIntercontinental Exchange Inc | $3.8M |
NRANRG Energy Inc | $3.8M |
COPConocophillips Com | $3.5M |
WMTWal-Mart | $3.5M |
AWCAmerican Water Works | $3.5M |
PWRQuanta Services Inc | $3.4M |
BKLNInvesco Senior Loan ETF | $3.4M |
ABBVAbbvie Inc Com | $3.3M |
HDHome Depot | $3.3M |
SYKStryker Corp | $3.2M |
CVXChevron Corp. | $3.1M |
NEENextera Energy Inc | $3.1M |
CMECME Group Inc | $3.0M |
DELLDell Technologies Inc Class C | $2.9M |
BACBank Of America Corp | $2.7M |
SBUXStarbucks Corp Com | $2.6M |
HONHoneywell | $2.5M |
VTIVanguard Total Stock Market Index Fund ETF | $2.5M |
IBITiShares Bitcoin ETF | $2.5M |
CATCaterpillar | $2.4M |
XOMExxonMobil | $2.4M |
MINTPIMCO Enhanced SHRT Maturty Actv ETF | $2.3M |
ETNEaton Corp PLC F | $2.3M |
DISWalt Disney | $2.2M |
JNJJohnson & Johnson | $2.2M |
SHYGiShares High Yield Corporat Bond ETF | $2.1M |
ALSAllstate Corp | $2.1M |
ZTSZoetis Inc | $2.0M |
CSMProShares Large Cap Core Plus ETF | $2.0M |
VEAVanguard FTSE Developed Markets ETF | $1.9M |
OWLBlue Owl Cap Inc Class A | $1.8M |
IYWiShares US Technology ETF | $1.8M |
JCIJohnson Controls Inter F | $1.8M |
GBTCGrayscale Bitcoin TR BTC | $1.6M |
FIXDFirst Trust TCW Opportunistic Fixed Income ETF | $1.6M |
AQLTiShares Core MSCI EAFE ETF | $1.6M |
MCDMcDonalds | $1.6M |
AMLPAlps Alerian MLP ETF | $1.5M |
IEIiShares 3-7 Year Treasury Bond ETF | $1.5M |
PGProcter & Gamble | $1.5M |
AMGNAmgen Inc. | $1.4M |
FCXFreeport-Mcmoran Inc | $1.4M |
XLKTechnology Select Sector SPDR ETF | $1.4M |
UCONFirst Trust TCW Unconstrained Plus Bond ETF | $1.4M |
MOAltria Group Inc | $1.3M |
FDXFedex Corp Com | $1.3M |
IEFiShares 7-10 Year Treasury Bond ETF | $1.3M |
CMFiShares California Muni Bond ETF | $1.3M |
RTXRTX Corp | $1.3M |
RKTRocket Cos Inc Com | $1.3M |
SCHWCharles Schwab Corp | $1.3M |
PFFiShares Preferred Income Sec ETF IV | $1.2M |
ADBEAdobe Inc | $1.2M |
IWMiShares Russell 2000 ETF | $1.1M |
BXBlackstone Inc | $1.1M |
STZConstellation Brands | $1.1M |
NVONovo-Nordisk As Vormal F Sponsored ADR | $1.1M |
AFLAflac Inc | $1.0M |
BNDVanguard Total Bond Market ETF | $1.0M |
BONDPIMCO Active Bond ETF | $1.0M |
4I1Philip Morris Intl | $998K |
ITOTiShares Core S&P Total US Stock Mark | $987K |
CHDChurch &dwight Co | $983K |
TFLOiShares Treasury Floating Rate B ETF | $972K |
AWRAmerican States Water Co | $966K |
GEGeneral Electric Co | $960K |
URIUnited Rentals Inc | $948K |
WFCWells Fargo & Co | $911K |
MRVLMarvell Technology Inc | $899K |
XLEEnergy Select Sector SPDR ETF | $859K |
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