- New Purchases: BRK.B, BAC, BMY, AZO, PSA, MYC, CAT, BEAT, MDY, EDIT, BLL, BA, SNAP, CVS, D, LOW, BTI, SSO, ATVI, SUSA, AYTU, UCC, UGE, MBRX, FNDF, IVE, QID, UPW,
- Added Positions: XLE, DIS, RTN, SPY, SHY, SBUX, BOND, OLED, MSFT, XLP, MCD, COR, IEI, IYR, ICE, AGG, PTY, KO, SCI, STZ, LQD, VTI, K, HD, KW, SDY, USMV, VNQ, VOO, XLV, SCHX, IBB, AIA, SCHW, VZ, QCOM, NOK, NVDA, FDX, C,
- Reduced Positions: VYM, PG, JPM, O, TLT, CVX, KIE, AAPL, VUG, MINT, ORCL, XOM, JNJ, PFE, AMJ, GOOG, IYH, COP, FB, ALL, V, WFC, MA, IYW, XLF, HDGE, T, INTC, HDV, IWM, USB, SCHG, VO, AMZN, AMGN, ECL, JCI, MO, MS, DVY, MOAT, XLU, AWR, CME, CLX, PYPL, BABA, RUBI, ED, NKE, MKC, COST, SIRI, TSLA, IBM, NFLX, ISRG, CRM, AEE, OEF, WMT, ZTS, DSL, IYF, IXJ, IWR, IWN, ITA, IHI, HYG,
- Sold Out: UNH, KRNT, URI, MMM, PEP, EDV, DTN, CSCO, EMB, PSX, CTSH, UNP, RDS.B, SO, MDLZ, XOP, IHF, IEFA, IXUS, RDS.A, ISTB, IWS, SCZ, SPSB, VB, VNM,
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- Apple Inc (AAPL) - 231,922 shares, 17.52% of the total portfolio. Shares reduced by 1.6%
- iShares 20+ Year Treasury Bond ETF (TLT) - 183,434 shares, 8.98% of the total portfolio. Shares reduced by 6.89%
- Vanguard Growth (VUG) - 192,723 shares, 8.97% of the total portfolio. Shares reduced by 2.83%
- Vanguard High Dividend Yield (VYM) - 320,549 shares, 6.74% of the total portfolio. Shares reduced by 14.89%
- PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 177,745 shares, 5.22% of the total portfolio. Shares reduced by 4.13%
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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