HCR Wealth Advisors Buys SPDR Select Sector Fund - Energy Select Sector, Berkshire Hathaway Inc, Bank of America Corp, Sells Procter & Gamble Co, JPMorgan Chase, UnitedHealth Group Inc

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May 08, 2020
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Investment company HCR Wealth Advisors (Current Portfolio) buys SPDR Select Sector Fund - Energy Select Sector, Berkshire Hathaway Inc, Bank of America Corp, Bristol-Myers Squibb Company, AutoZone Inc, sells Procter & Gamble Co, JPMorgan Chase, UnitedHealth Group Inc, Realty Income Corp, Chevron Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, HCR Wealth Advisors. As of 2020Q1, HCR Wealth Advisors owns 223 stocks with a total value of $337 million. These are the details of the buys and sells.

For the details of HCR Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/hcr+wealth+advisors/current-portfolio/portfolio

These are the top 5 holdings of HCR Wealth Advisors
  1. Apple Inc (AAPL) - 231,922 shares, 17.52% of the total portfolio. Shares reduced by 1.6%
  2. iShares 20+ Year Treasury Bond ETF (TLT) - 183,434 shares, 8.98% of the total portfolio. Shares reduced by 6.89%
  3. Vanguard Growth (VUG) - 192,723 shares, 8.97% of the total portfolio. Shares reduced by 2.83%
  4. Vanguard High Dividend Yield (VYM) - 320,549 shares, 6.74% of the total portfolio. Shares reduced by 14.89%
  5. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 177,745 shares, 5.22% of the total portfolio. Shares reduced by 4.13%
New Purchase: Berkshire Hathaway Inc (BRK.B)

HCR Wealth Advisors initiated holding in Berkshire Hathaway Inc. The purchase prices were between $162.13 and $230.2, with an estimated average price of $213.25. The stock is now traded at around $176.92. The impact to a portfolio due to this purchase was 0.8%. The holding were 14,815 shares as of .

New Purchase: Bank of America Corp (BAC)

HCR Wealth Advisors initiated holding in Bank of America Corp. The purchase prices were between $18.08 and $35.64, with an estimated average price of $30.21. The stock is now traded at around $23.44. The impact to a portfolio due to this purchase was 0.51%. The holding were 80,183 shares as of .

New Purchase: Bristol-Myers Squibb Company (BMY)

HCR Wealth Advisors initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $46.4 and $67.43, with an estimated average price of $61.34. The stock is now traded at around $61.13. The impact to a portfolio due to this purchase was 0.41%. The holding were 24,583 shares as of .

New Purchase: AutoZone Inc (AZO)

HCR Wealth Advisors initiated holding in AutoZone Inc. The purchase prices were between $723.22 and $1191.31, with an estimated average price of $1043.54. The stock is now traded at around $1047.79. The impact to a portfolio due to this purchase was 0.33%. The holding were 1,328 shares as of .

New Purchase: Public Storage (PSA)

HCR Wealth Advisors initiated holding in Public Storage. The purchase prices were between $160.61 and $232.82, with an estimated average price of $214.57. The stock is now traded at around $190.03. The impact to a portfolio due to this purchase was 0.32%. The holding were 5,438 shares as of .

New Purchase: Blackrock Muniyield California Fund, Inc (MYC)

HCR Wealth Advisors initiated holding in Blackrock Muniyield California Fund, Inc. The purchase prices were between $10.98 and $14.85, with an estimated average price of $14.06. The stock is now traded at around $13.17. The impact to a portfolio due to this purchase was 0.22%. The holding were 54,967 shares as of .

Added: SPDR Select Sector Fund - Energy Select Sector (XLE)

HCR Wealth Advisors added to a holding in SPDR Select Sector Fund - Energy Select Sector by 2902.34%. The purchase prices were between $23.57 and $60.87, with an estimated average price of $48.26. The stock is now traded at around $38.58. The impact to a portfolio due to this purchase was 0.87%. The holding were 103,821 shares as of .

Added: Raytheon Co (RTN)

HCR Wealth Advisors added to a holding in Raytheon Co by 315.74%. The purchase prices were between $112.61 and $232.31, with an estimated average price of $199.29. The stock is now traded at around $116.96. The impact to a portfolio due to this purchase was 0.1%. The holding were 4,253 shares as of .

Added: iShares 1-3 Year Treasury Bond ETF (SHY)

HCR Wealth Advisors added to a holding in iShares 1-3 Year Treasury Bond ETF by 177.75%. The purchase prices were between $84.63 and $86.69, with an estimated average price of $85.36. The stock is now traded at around $86.67. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,333 shares as of .

Added: PIMCO Active Bond Exchange-Traded Fund Exchange-Tr (BOND)

HCR Wealth Advisors added to a holding in PIMCO Active Bond Exchange-Traded Fund Exchange-Tr by 24.18%. The purchase prices were between $100.6 and $112.88, with an estimated average price of $108.09. The stock is now traded at around $109.00. The impact to a portfolio due to this purchase was 0.04%. The holding were 7,088 shares as of .

Added: Universal Display Corp (OLED)

HCR Wealth Advisors added to a holding in Universal Display Corp by 55.56%. The purchase prices were between $107.37 and $218.4, with an estimated average price of $173.25. The stock is now traded at around $151.30. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,800 shares as of .

Added: SPDR Select Sector Fund - Consumer Staples (XLP)

HCR Wealth Advisors added to a holding in SPDR Select Sector Fund - Consumer Staples by 82.07%. The purchase prices were between $48.63 and $64.79, with an estimated average price of $61. The stock is now traded at around $58.10. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,519 shares as of .

Sold Out: UnitedHealth Group Inc (UNH)

HCR Wealth Advisors sold out a holding in UnitedHealth Group Inc. The sale prices were between $194.86 and $305.31, with an estimated average price of $276.19.

Sold Out: Kornit Digital Ltd (KRNT)

HCR Wealth Advisors sold out a holding in Kornit Digital Ltd. The sale prices were between $24.12 and $44.55, with an estimated average price of $37.55.

Sold Out: United Rentals Inc (URI)

HCR Wealth Advisors sold out a holding in United Rentals Inc. The sale prices were between $69.59 and $168.65, with an estimated average price of $133.86.

Sold Out: 3M Co (MMM)

HCR Wealth Advisors sold out a holding in 3M Co. The sale prices were between $117.87 and $181.37, with an estimated average price of $158.06.

Sold Out: PepsiCo Inc (PEP)

HCR Wealth Advisors sold out a holding in PepsiCo Inc. The sale prices were between $103.93 and $146.99, with an estimated average price of $135.44.

Sold Out: Vanguard Extended Duration Treasury (EDV)

HCR Wealth Advisors sold out a holding in Vanguard Extended Duration Treasury. The sale prices were between $130.92 and $177.47, with an estimated average price of $147.02.



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