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 |
|---|---|
SHELShell PLC F Sponsored ADR | $262K |
MGNIMagnite Inc | $261K |
IAU*iShares Gold ETF | $261K |
SNPSSynopsys Inc | $255K |
ETHEGrayscale Ethereum TR Et | $255K |
BUFRFT Vest Fund Of Buffer ETF | $249K |
HYMBSPDR Nuveen BLMG HG YL MP BND ETF | $249K |
SNOWSnowflake Inc Class A | $247K |
XLVSelect Sector Health Care SPDR ETF | $246K |
SHOPShopify Inc F Class A | $242K |
MDLZMondelez Intl Class A | $241K |
SCHDSchwab US Dividend Equity ETF | $239K |
CIThe CIGNA Group | $239K |
ILCBiShares Morningstar US Equity ETF | $235K |
MCXMcCormick &company | $234K |
BMTABrit Amer Tobacco F Unsponsored ADR | $230K |
IDXXIdexx Labs Inc | $229K |
IJJiShares S&P Mid Cap 400 Value ETF | $227K |
RSPInvsc S P 500 Equal Weight ETF | $227K |
GLDMSPDR Gold Minishares Etv | $226K |
QCOMQualcomm Inc | $223K |
APPApplovin Corp Class A | $220K |
CLColgate-Palmolive Co | $219K |
FFord Motor Co | $218K |
VCITVGRD Itc ETF DV | $215K |
EDConsolidated Edison | $213K |
UPSUnited Parcel SRVC Class B | $211K |
HIMSHims & Hers Health Inc | $210K |
AONAon PLC F Class A | $209K |
XLYSPDR Fund Consumer Discre Select ETF | $206K |
SCHPSchwab U.S. TIPS ETF | $205K |
MUMicron Technology | $205K |
SOXXiShares Semiconductor ETF IV | $203K |
CRWDCrowdstrike HLDGS Inc Class A | $203K |
RIVNRivian Automotive Inc Class A | $202K |
VOVanguard Mid Cap ETF | $200K |
CVBFC V B Finl Corp | $187K |
NTHINeonc Technologies HLDGS | $170K |
KWKennedy Wilson HLDGS | $161K |
VCVInvesco California Value | $105K |
NOKNokia Oyj F Sponsored ADR | $75K |
EDITEditas Medicine Incorpor | $66K |
MOBXMobix Labs Inc Class A | $26K |
XRPRT Rex 2X Inverse Nvidia Daily ETF | $9K |
PreviousPage 3 of 3