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 |
|---|---|
STZConstellation Brands | $1.1M |
NVONovo-Nordisk As Vormal F Sponsored ADR | $1.1M |
AFLAflac Inc | $1.0M |
LLYLilly Eli & Co | $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 |
IVWiShares S&P 500 Growth ETF | $854K |
INTUIntuit Inc | $821K |
PLTRPalantir Technologies In Class A | $771K |
QUALiShares MSCI USA QLTY Fact ETF | $769K |
LMTLockheed Martin Corp | $744K |
UNHUnitedHealth Group | $738K |
DONSPDR Dow Jones Industrial Avrg ETF | $734K |
COFCapital One FC | $722K |
SCHXSchwab US Large Cap ETF | $720K |
ISRGIntuitive Surgical | $690K |
NKENike Inc Class B Com | $678K |
BSVVanguard Short-Term Bond ETF | $672K |
HACKAmplify Cybersecurity ETF | $659K |
KOCoca-Cola | $627K |
VHTVanguard Health Care ETF | $606K |
GEVGE Vernova Inc | $603K |
SHWSherwin Williams Co | $589K |
MDYSPDR S&P Midcap 400 ETF | $554K |
SRESempra | $548K |
FAIFirst Dorsey Wright Focus 5 ETF IV | $547K |
AMDAdvanced Micro Device In | $539K |
EFAiShares MSCI EAFE ETF | $527K |
LINLinde PLC F | $522K |
CLXClorox Co Com | $519K |
AXPAmerican Express Co | $517K |
PHParker-Hannifin Corp | $512K |
IYRiShares US Real Estate ETF | $508K |
IBMIBM | $502K |
HDViShares Core High (dividend Etf) | $497K |
NXSTNexstar Media Group Inc Com CL A | $496K |
BACVerizon | $491K |
PSXPhillips 66 | $469K |
VTEBVanguard Muni BND Tax | $466K |
GABGabelli Equity CF | $463K |
XLFSelect STR Financial Select SPDR ETF | $455K |
EEMiShares MSCI Emerging Markets ETF | $454K |
TSMTaiwan Semiconductr F Sponsored ADR | $453K |
LQDiShares iBoxx $ (investment Grade Corporate Bond Etf) | $451K |
EMBiShares JP Morgan Usd Emerging Marke | $449K |
IYFiShares US Financials ETF | $445K |
IVEiShares S&P 500 Value ETF | $443K |
ITA*iShares US Aerospace Defense ETF | $433K |
IWFiShares Russell 1000 Growth ETF | $433K |
SUBiShares Short Term NTNL Mun BND ETF | $426K |
ALNYAlnylam Pharmaceutl | $425K |
FMBFirst Trust Managed Municipal ETF IV | $423K |
TLTiShares TR 20 YR TR (BD Etf) | $412K |
GDXVaneck Gold Miners ETF | $408K |
AQLTiShares Select Dividend ETF | $407K |
IBBiShares Biotechnology ETF | $405K |
MRKMerck &co. Inc Com | $401K |
MGMMGM Resorts Intl | $393K |
BILSPDR Bloomberg 1 3 MNTH T BLL ETF | $389K |
SHMSPDR Nuven BLM SHT TM MPL BND ETF | $384K |
IJKiShares S&P Mid Cap 400 GRWTH ETF | $376K |
TJXTJX Companies Inc | $375K |
SPLVInvesco S&P 500 Low Volatility ETF | $373K |
CRMSalesforce | $369K |
BTCGrayscale Bitcoin Mini Trust ETF | $366K |
PGRProgressive Co Ohio | $363K |
ASMLAsml Holding N V F Sponsored ADR | $355K |
CDZICadiz Inc | $355K |
TIPiShares TIPS Bond ETF | $352K |
SCHFSchwab International Equity ETF | $351K |
BLOKAmplify TRNSFRMTNL Data SHRNG ETF | $349K |
SUSAiShares MSCI USA Esg Select ETF | $348K |
SCHASchwab US Small Cap ETF | $347K |
SFStifel Finl Co | $340K |
MCOMoodys Corp | $338K |
PPAInvesco Aerospace & Defense ETF | $331K |
AEEAmeren Corp | $315K |
PEPPepsico Inc | $313K |
COWZPacer US Cash Cows 100 ETF | $297K |
TTTrane Technologies PLC F | $294K |
NOCNorthrop Grumman Co | $286K |
TRVTravelers | $286K |
PSTGPure Storage Inc | $283K |
AIEQAmplify Ai Powered Equity ETF | $276K |
CARRCarrier Global Corp | $275K |
PRFInvesco FTSE Rafi US 1000 ETF | $272K |
PEGPub SVC Enterpise GP | $270K |
MRSHMarsh & MC Lennan Co | $266K |
CSXCSX Corp | $264K |
VBVanguard Small Cap ETF IV | $263K |