HCR Wealth Advisors Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$1.0B
Holdings
255
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (255 positions)
| Stock | Value |
|---|---|
IWMiShares Russell 2000 ETF | $1.2M |
CMFiShares California Muni Bond ETF | $1.2M |
GBTCGrayscale Bitcoin TR BTC | $1.2M |
MOAltria Group Inc | $1.2M |
GEVGE Vernova Inc | $1.1M |
WFCWells Fargo & Co | $1.1M |
AFLAflac Inc | $1.1M |
PFFiShares Preferred Income Sec ETF IV | $1.1M |
4I1Philip Morris Intl | $1.0M |
GEGeneral Electric Co | $1.0M |
ADBEAdobe Inc | $1.0M |
BXBlackstone Inc | $1.0M |
ITOTiShares Core S&P Total US Stock Mark | $998K |
BONDPIMCO Active Bond ETF | $979K |
AWRAmerican States Water Co | $955K |
TFLOiShares Treasury Floating Rate B ETF | $914K |
MRVLMarvell Technology Inc | $881K |
ISRGIntuitive Surgical | $878K |
IVWiShares S&P 500 Growth ETF | $867K |
CHDChurch &dwight Co | $862K |
STZConstellation Brands | $847K |
COFCapital One FC | $839K |
XLEEnergy Select Sector SPDR ETF | $829K |
INTUIntuit Inc | $824K |
QUALiShares MSCI USA QLTY Fact ETF | $798K |
SCHXSchwab US Large Cap ETF | $768K |
DONSPDR Dow Jones Industrial Avrg ETF | $758K |
LMTLockheed Martin Corp | $720K |
TRVCCitigroup Inc | $718K |
AMDAdvanced Micro Device In | $710K |
KOCoca-Cola | $697K |
PLTRPalantir Technologies In Class A | $692K |
BSVVanguard Short-Term Bond ETF | $673K |
VHTVanguard Health Care ETF | $654K |
UNHUnitedHealth Group | $653K |
PHParker-Hannifin Corp | $623K |
AXPAmerican Express Co | $604K |
HACKAmplify Cybersecurity ETF | $591K |
NKENike Inc Class B Com | $586K |
SHWSherwin Williams Co | $563K |
MDYSPDR S&P Midcap 400 ETF | $558K |
FAIFirst Dorsey Wright Focus 5 ETF IV | $556K |
IBMIBM | $556K |
CRMSalesforce | $547K |
EFAiShares MSCI EAFE ETF | $536K |
NVONovo-Nordisk As Vormal F Sponsored ADR | $526K |
SRESempra | $516K |
NXSTNexstar Media Group Inc Com CL A | $507K |
LINLinde PLC F | $500K |
IYRiShares US Real Estate ETF | $494K |
HDViShares Core High (dividend Etf) | $493K |
IYFiShares US Financials ETF | $485K |
MRKMerck &co. Inc Com | $479K |
TSMTaiwan Semiconductr F Sponsored ADR | $478K |
VTEBVanguard Muni BND Tax | $469K |
XLFSelect STR Financial Select SPDR ETF | $468K |
GABGabelli Equity CF | $464K |
BACVerizon | $459K |
EEMiShares MSCI Emerging Markets ETF | $459K |
SCHFSchwab International Equity ETF | $457K |
IBBiShares Biotechnology ETF | $457K |
CDZICadiz Inc | $456K |
PSXPhillips 66 | $454K |
EMBiShares JP Morgan Usd Emerging Marke | $453K |
IVEiShares S&P 500 Value ETF | $451K |
IWFiShares Russell 1000 Growth ETF | $435K |
FMBFirst Trust Managed Municipal ETF IV | $426K |
SUBiShares Short Term NTNL Mun BND ETF | $426K |
HYMBSPDR Nuveen BLMG HG YL MP BND ETF | $425K |
ITA*iShares US Aerospace Defense ETF | $423K |
LQDiShares iBoxx $ (investment Grade Corporate Bond Etf) | $420K |
GDXVaneck Gold Miners ETF | $415K |
SCHASchwab US Small Cap ETF | $414K |
MGMMGM Resorts Intl | $412K |
BUFRFT Vest Fund Of Buffer ETF | $402K |
TJXTJX Companies Inc | $391K |
CLXClorox Co Com | $390K |
SFStifel Finl Co | $380K |
IJKiShares S&P Mid Cap 400 GRWTH ETF | $379K |
AGGiShares Core US Aggregate Bond ETF | $379K |
MCOMoodys Corp | $372K |
ALNYAlnylam Pharmaceutl | $367K |
VNQVanguard Real Estate ETF | $366K |
PGRProgressive Co Ohio | $358K |
SUSAiShares MSCI USA Esg Select ETF | $355K |
PPAInvesco Aerospace & Defense ETF | $333K |
RLYSPDR Ssga Multi Asset Real Retur ETF | $332K |
TIPiShares TIPS Bond ETF | $331K |
BILSPDR Bloomberg 1 3 MNTH T BLL ETF | $327K |
SPLVInvesco S&P 500 Low Volatility ETF | $320K |
PEPPepsico Inc | $318K |
COWZPacer US Cash Cows 100 ETF | $316K |
AQLTiShares Select Dividend ETF | $315K |
AEEAmeren Corp | $306K |
TRVTravelers | $303K |
RIVNRivian Automotive Inc Class A | $299K |
ASMLAsml Holding N V F Sponsored ADR | $296K |
IAU*iShares Gold ETF | $291K |
BLOKAmplify TRNSFRMTNL Data SHRNG ETF | $285K |
XLVSelect Sector Health Care SPDR ETF | $283K |