HW
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HCR Wealth Advisors13F | |
| HCR Wealth Advisors | |
| Last update 2025-01-14 | 228 Stocks (11 new) |
| Value $798.00 Mil | Turnover 3 % |
HCR Wealth Advisors Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 529,758 | 132,662.2 | -0.15% | 16.620 | -0.02% | 0.000 | -10.78% | -10.78% | 3,352,776.5 | Hardware | |
VUG | Vanguard Growth ETF | 200,896 | 82,456.1 | +4.10% | 10.330 | +0.41% | 0.060 | -8.72% | -8.72% | 161,516.2 | ||
VYM | Vanguard High Dividend Yield Indx ETF | 584,571 | 74,585.5 | +4.60% | 9.340 | +0.41% | 0.130 | +1.52% | +1.52% | 62,131.2 | ||
IJR | iShares Core S&P Small-Cap ETF | 384,034 | 44,248.4 | +4.45% | 5.540 | +0.24% | 0.050 | -8.77% | -8.77% | 78,538.7 | ||
NVDA | NVIDIA Corp | 268,897 | 36,110.3 | +1.56% | 4.520 | +0.07% | 0.000 | -17.97% | -17.97% | 2,687,660.0 | Semiconductors | |
IVV | iShares Core S&P 500 ETF | 37,452 | 22,047.4 | +7.21% | 2.760 | +0.19% | 0.000 | -3.93% | -3.93% | 581,769.2 | ||
MSFT | Microsoft Corp | 46,487 | 19,594.4 | -1.14% | 2.450 | -0.03% | 0.000 | -9.14% | -9.14% | 2,841,193.7 | Software | |
GOOGL | Alphabet Inc | 96,040 | 18,180.5 | +0.09% | 2.280 | 0% | 0.000 | -16.93% | -16.93% | 1,924,632.9 | Interactive Media | |
AME | AMETEK Inc | 94,672 | 17,065.6 | -15.75% | 2.140 | -0.40% | 0.040 | -4.47% | -4.47% | 39,663.1 | Industrial Products | |
FPE | First Trust Preferred Securities and Income ETF | 851,180 | 15,065.9 | -3.52% | 1.890 | -0.07% | 0.260 | +0.87% | +0.87% | 5,796.6 |
HCR Wealth Advisors's Historical Top Holdings Breakdowns
HCR Wealth Advisors's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 2024-12-31 | Add | +0.44% | 25.71 ($27.37) 29.1 | $25.24 | -7.78% | Add 301.76% | 164,831 | 123,804 | |
VUG | Vanguard Growth ETF | 2024-12-31 | Add | +0.41% | 379 ($403.46) 428.11 | $374.17 | -7.26% | Add 4.1% | 200,896 | 7,911 | |
VYM | Vanguard High Dividend Yield Indx ETF | 2024-12-31 | Add | +0.41% | 126.68 ($130.43) 134.74 | $128.68 | -1.34% | Add 4.6% | 584,571 | 25,732 | |
AME | AMETEK Inc | 2024-12-31 | Reduce | -0.40% | 166.54 ($182.36) 197.38 | $171.89 | -5.74% | Reduce -15.75% | 94,672 | -17,700 | |
VOO | Vanguard S&P 500 ETF | 2024-12-31 | Add | +0.32% | 521.84 ($541.94) 558.82 | $515.80 | -4.82% | Add 188.74% | 7,259 | 4,745 | |
TDG | TransDigm Group Inc | 2024-12-31 | New Buy | +0.30% | 1239 ($1315.74) 1442.53 | $1,397.44 | 6.21% | New holding | 1,914 | 1,914 | |
IJR | iShares Core S&P Small-Cap ETF | 2024-12-31 | Add | +0.24% | 113.92 ($119.54) 127.38 | $104.80 | -12.33% | Add 4.45% | 384,034 | 16,356 | |
IVV | iShares Core S&P 500 ETF | 2024-12-31 | Add | +0.19% | 570.51 ($592.23) 610.83 | $563.78 | -4.80% | Add 7.21% | 37,452 | 2,518 | |
IBB | iShares Biotechnology ETF | 2024-12-31 | Reduce | -0.14% | 131.21 ($140.52) 148.85 | $124.44 | -11.44% | Reduce -71.41% | 3,061 | -7,645 | |
BINC | iShares Flexible Income Active ETF | 2024-12-31 | Add | +0.11% | 51.84 ($52.66) 53.17 | $52.21 | -0.85% | Add 20.46% | 98,797 | 16,783 |
HCR Wealth Advisors Total Holding History ($B)
HCR Wealth Advisors's Asset Allocation
HCR Wealth Advisors Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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HCR Wealth Advisors's Hypothetical Growth since 2024-12-31
HCR Wealth Advisors's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
HCR Wealth Advisors's Holdings Heat Map
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HCR Wealth Advisors's Holdings Bubble Chart
HCR Wealth Advisors News
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