HCR Wealth Advisors
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), HCR Wealth Advisors reported 223 stock positions worth $659.4 million. Its top holding was Apple (AAPL) at 14.0% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 10.1%) and Vanguard Mrngstar GR ETF-Sui (VUG, 9.9%). Compared with Q4 2023, it opened 28 new positions, sold out of 10, added to 51 and reduced 103. The biggest buy was Nvidia (NVDA, shares +24%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001697715
- Portfolio Value
- $659.4M (Q1 2024)
- SEC Filing
- 0001697715-24-000003 ↗ filed May 10, 2024
Holdings Value
Holdings 223 stocks · $659.4M
| AAPL Apple Inc. | 14.03% | 539,347 | $92.5M | Reduce -0.9% |
| VYM Vanguard High DVD Yield ETF | 10.05% | 547,872 | $66.3M | Reduce -1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 9.91% | 189,764 | $65.3M | Reduce -2.9% |
| IJR iShares Core S&P Small-Cap E | 6.16% | 367,310 | $40.6M | Reduce -2.5% |
| NVDA Nvidia Corp. | 3.35% | 24,418 | $22.1M | Add +24.4% |
| AME Ametek Inc. | 3.12% | 112,372 | $20.6M | Reduce -5.2% |
| MSFT Microsoft Corp. | 2.95% | 46,197 | $19.4M | Reduce -20.1% |
| IVV iShares Core S&P 500 ETF | 2.68% | 33,562 | $17.6M | Reduce -3.5% |
| FPE FT-Preferred Secur & Inc. ETF | 2.32% | 881,586 | $15.3M | Reduce -4.6% |
| GOOGL Alphabet Inc. Class A | 2.18% | 95,432 | $14.4M | Reduce -2.9% |
| PANW Palo Alto Networks Inc. | 1.47% | 34,018 | $9.7M | Reduce -0.0% |
| V Visa Inc. Class A | 1.34% | 31,759 | $8.9M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 1.34% | 48,852 | $8.8M | Add +5.5% |
| META Meta Platforms Inc. Class A | 1.33% | 18,021 | $8.8M | Reduce -3.1% |
| SCHP Schwab U.S. Tips ETF | 0.92% | 116,453 | $6.1M | Reduce -1.4% |
| COST Costco Wholesale Corp. | 0.90% | 8,134 | $6.0M | Reduce -22.2% |
| JPM JPMorgan Chase & Co. | 0.90% | 29,506 | $5.9M | Add +2.2% |
| AZO AutoZone Inc. | 0.76% | 1,586 | $5.0M | Reduce -6.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.76% | 61,030 | $5.0M | Reduce -5.9% |
| VWO Vanguard Ftse Emerging Marke | 0.74% | 116,359 | $4.9M | Reduce -5.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 10,968 | $4.6M | Reduce -28.3% |
| COP Conocophillips | 0.67% | 34,838 | $4.4M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.66% | 9,843 | $4.4M | Add +0.1% |
| TLT iShares 20+ Year Treasury BD | 0.66% | 46,139 | $4.4M | Reduce -1.3% |
| AN Autonation Inc. | 0.62% | 24,655 | $4.1M | Reduce -1.2% |
| TMO Thermo Fisher Scientific Inc. | 0.60% | 6,757 | $3.9M | Add +1.0% |
| BA The Boeing Co. | 0.59% | 20,070 | $3.9M | Reduce 0.0% |
| SCHG Schwab US Large-Cap Growth | 0.57% | 40,888 | $3.8M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.52% | 22,595 | $3.4M | Reduce -0.3% |
| CVX Chevron Corp. | 0.51% | 21,521 | $3.4M | Add +1.9% |
| AWK American Water Works Co. Inc. | 0.50% | 27,110 | $3.3M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 6,274 | $3.3M | Add +0.6% |
| BKLN Invesco Senior Loan ETF | 0.49% | 152,432 | $3.2M | Reduce -0.4% |
| ORCL Oracle Corp. | 0.49% | 25,567 | $3.2M | Reduce -4.3% |
| GLD SPDR Gold Shares | 0.49% | 15,561 | $3.2M | Reduce -0.1% |
| HD Home Depot Inc. | 0.48% | 8,315 | $3.2M | Add +8.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.48% | 48,412 | $3.2M | Reduce -0.8% |
| ICE Intercontinental Exchange Inc. | 0.47% | 22,457 | $3.1M | Reduce -0.6% |
| SBUX Starbucks Corp. | 0.46% | 33,305 | $3.0M | Reduce -25.0% |
| MRK Merck & Co. Inc. | 0.42% | 20,947 | $2.8M | Add +4.8% |
| TSLA Tesla Inc. | 0.40% | 14,836 | $2.6M | Reduce -5.7% |
| ABBV Abbvie Inc. | 0.39% | 14,288 | $2.6M | Reduce -2.2% |
| LHX L3HARRIS Technologies Inc. | 0.39% | 11,974 | $2.6M | Add +1.4% |
| NEE Nextera Energy Inc. | 0.38% | 38,883 | $2.5M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 19,681 | $2.4M | Reduce -16.6% |
| XOM Exxon Mobil Corp. | 0.36% | 20,701 | $2.4M | Add +0.1% |
| MS Morgan Stanley | 0.36% | 25,370 | $2.4M | Reduce -0.6% |
| NOW ServiceNow Inc. | 0.36% | 3,131 | $2.4M | Reduce -7.3% |
| STZ Constellation Brands Inc. Class A | 0.36% | 8,664 | $2.4M | Reduce -1.8% |
| ZTS Zoetis Inc. | 0.35% | 13,721 | $2.3M | Add +1.3% |
| FCX Freeport-McMoran Inc. | 0.35% | 49,267 | $2.3M | Reduce -6.6% |
| HON Honeywell International Inc. | 0.35% | 11,212 | $2.3M | Reduce -3.4% |
| TGT Target Corp. | 0.35% | 12,899 | $2.3M | Reduce -2.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.33% | 50,713 | $2.2M | Reduce -0.2% |
| CME Cme Group Inc. | 0.33% | 9,981 | $2.1M | Add +1.1% |
| MINT PIMCO Enhanced Short Maturit | 0.32% | 21,214 | $2.1M | Reduce -1.6% |
| WMT Walmart Inc. | 0.32% | 34,999 | $2.1M | No change |
| FIXD First Trust Smith Opportunis | 0.31% | 46,848 | $2.0M | Reduce -19.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 53,801 | $2.0M | Add +5.6% |
| MA Mastercard Inc. Class A | 0.28% | 3,842 | $1.9M | Reduce -1.7% |
| NFLX Netflix Inc. | 0.28% | 3,045 | $1.8M | Reduce -1.7% |
| IBB iShares Biotechnology ETF | 0.28% | 13,370 | $1.8M | Reduce -5.1% |
| TFLO iShares Treasury Floating Ra | 0.27% | 35,160 | $1.8M | Reduce -1.8% |
| FDX FedEx Corp. | 0.27% | 6,135 | $1.8M | Reduce -4.3% |
| GBTC Grayscale Bitcoin Trust ETF | 0.26% | 27,575 | $1.7M | New |
| JNJ Johnson & Johnson | 0.26% | 10,919 | $1.7M | Reduce -6.5% |
| ALL Allstate Corp. | 0.26% | 9,919 | $1.7M | No change |
| ADBE Adobe Inc. | 0.25% | 3,214 | $1.6M | New |
| MCD McDonald's Corp. | 0.24% | 5,696 | $1.6M | Reduce -2.4% |
| IEF iShares 7-10 Year Treasury B | 0.23% | 16,245 | $1.5M | Add +4.5% |
| CAT Caterpillar Inc. | 0.22% | 3,878 | $1.4M | Add +5.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.21% | 12,080 | $1.4M | Add +14.5% |
| PG The Procter & Gamble Co. | 0.21% | 8,583 | $1.4M | Reduce -10.9% |
| CMF iShares California Muni Bond | 0.20% | 23,440 | $1.3M | Reduce -5.5% |
| AMGN Amgen Inc. | 0.20% | 4,609 | $1.3M | Reduce -1.1% |
| PFF iShares Preferred & Income S | 0.20% | 40,622 | $1.3M | Reduce -0.6% |
| IYW iShares Ustechnology ETF | 0.20% | 9,650 | $1.3M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.20% | 25,916 | $1.3M | Reduce -8.5% |
| DE Deere & Co. | 0.19% | 3,107 | $1.3M | Reduce -19.7% |
| LLY Eli Lilly & Co. | 0.19% | 1,575 | $1.2M | Add +24.9% |
| CLX Clorox Company | 0.19% | 7,974 | $1.2M | Reduce -15.8% |
| AMLP Alerian MLP ETF | 0.18% | 25,501 | $1.2M | Reduce -8.4% |
| CHD Church & Dwight Co. Inc. | 0.18% | 11,212 | $1.2M | Add +0.0% |
| RKT Rocket Cos Inc. Class A | 0.17% | 78,732 | $1.1M | Add +3.2% |
| JAAA Janus Henderson Aaa Clo ETF | 0.17% | 22,018 | $1.1M | Add +445.3% |
| JBL Jabil Inc. | 0.17% | 8,271 | $1.1M | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.16% | 11,810 | $1.1M | Reduce -25.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 14,371 | $1.1M | Reduce -11.4% |
| JCI Johnson Controls Internation | 0.16% | 16,225 | $1.1M | No change |
| UNH Unitedhealth Group Inc. | 0.16% | 2,120 | $1.0M | Add +0.5% |
| XLE SS Energy Select Sector | 0.16% | 11,089 | $1.0M | Add +9.9% |
| SCHW Schwab (charles) Corp. | 0.16% | 14,383 | $1.0M | Add +12.2% |
| XLK SS Technology Select Sector | 0.15% | 4,831 | $1.0M | Reduce -0.5% |
| IEMG iShares Core MSCI Emerging | 0.15% | 19,480 | $1.0M | Reduce -3.0% |
| BOND PIMCO Active Bond Exchange-T | 0.15% | 10,520 | $966K | No change |
| USB US Bancorp | 0.15% | 21,428 | $958K | Reduce -3.1% |
| MGM MGM Resorts International | 0.14% | 20,232 | $955K | No change |
| AVGO Broadcom Inc. | 0.14% | 715 | $949K | Add +153.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.14% | 7,369 | $946K | New |
| MO Altria Group Inc. | 0.14% | 21,238 | $926K | Add +0.6% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -0.9% | 14.03% | −2.52 |
| MSFT Microsoft Corp. | Reduce -20.1% | 2.95% | −0.49 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.5% | 6.16% | −0.29 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.25 |
| BA The Boeing Co. | Reduce 0.0% | 0.59% | −0.24 |
| TSLA Tesla Inc. | Reduce -5.7% | 0.40% | −0.22 |
| SBUX Starbucks Corp. | Reduce -25.0% | 0.46% | −0.21 |
| COST Costco Wholesale Corp. | Reduce -22.2% | 0.90% | −0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -28.3% | 0.70% | −0.16 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -4.6% | 2.32% | −0.15 |
| C Citigroup Inc. | Sold out | 0.00% | −0.14 |
| PANW Palo Alto Networks Inc. | Reduce -0.0% | 1.47% | −0.12 |
| FIXD First Trust Smith Opportunis | Reduce -19.8% | 0.31% | −0.10 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -5.9% | 0.76% | −0.08 |
| UCON First Trust Smith Unconstrai | Sold out | 0.00% | −0.08 |
| SRE Sempra | Sold out | 0.00% | −0.07 |
| TLT iShares 20+ Year Treasury BD | Reduce -1.3% | 0.66% | −0.07 |
| AWK American Water Works Co. Inc. | Reduce -0.9% | 0.50% | −0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -25.9% | 0.16% | −0.07 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.2% | 0.74% | −0.06 |
| SCHP Schwab U.S. Tips ETF | Reduce -1.4% | 0.92% | −0.05 |
| DE Deere & Co. | Reduce -19.7% | 0.19% | −0.05 |
| HON Honeywell International Inc. | Reduce -3.4% | 0.35% | −0.04 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.03 |
| ETF MANAGERS TR | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Reduce -4.8% | 0.13% | −0.03 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.03 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.03 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.03 |
| MCD McDonald's Corp. | Reduce -2.4% | 0.24% | −0.03 |
| CLX Clorox Company | Reduce -15.8% | 0.19% | −0.03 |
| AWR American States Water Co. | Reduce -4.7% | 0.13% | −0.03 |
| JNJ Johnson & Johnson | Reduce -6.5% | 0.26% | −0.03 |
| IBB iShares Biotechnology ETF | Reduce -5.1% | 0.28% | −0.02 |
| BKLN Invesco Senior Loan ETF | Reduce -0.4% | 0.49% | −0.02 |
| CMF iShares California Muni Bond | Reduce -5.5% | 0.20% | −0.02 |
| KO The Coca-Cola Co. | Reduce -17.9% | 0.10% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -11.4% | 0.16% | −0.02 |
| UPS United Parcel Service Class B | Reduce -14.6% | 0.06% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -11.5% | 0.10% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -11.0% | 0.09% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -8.5% | 0.20% | −0.02 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.6% | 0.32% | −0.02 |
| EDIT Editas Medicine Inc. | Reduce -22.7% | 0.02% | −0.02 |
| TFLO iShares Treasury Floating Ra | Reduce -1.8% | 0.27% | −0.01 |
| NOW ServiceNow Inc. | Reduce -7.3% | 0.36% | −0.01 |
| HDV iShares Core High Dividend E | Reduce -25.7% | 0.05% | −0.01 |
| MS Morgan Stanley | Reduce -0.6% | 0.36% | −0.01 |
| AMGN Amgen Inc. | Reduce -1.1% | 0.20% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -25.5% | 0.04% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +24.4% | 3.35% | +1.81 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.26% | +0.26 |
| ADBE Adobe Inc. | New | 0.25% | +0.25 |
| AMZN Amazon.com Inc. | Add +5.5% | 1.34% | +0.23 |
| JBL Jabil Inc. | New | 0.17% | +0.17 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.14% | +0.14 |
| PWR Quanta Services Inc. | New | 0.14% | +0.14 |
| JAAA Janus Henderson Aaa Clo ETF | Add +445.3% | 0.17% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +2.2% | 0.90% | +0.12 |
| PROSHARES SHORT S&P500 | New | 0.10% | +0.10 |
| AVGO Broadcom Inc. | Add +153.6% | 0.14% | +0.09 |
| MRK Merck & Co. Inc. | Add +4.8% | 0.42% | +0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.07% | +0.07 |
| LLY Eli Lilly & Co. | Add +24.9% | 0.19% | +0.07 |
| HD Home Depot Inc. | Add +8.8% | 0.48% | +0.07 |
| XHB SS SPDR S&P Homebldrs ETF | New | 0.05% | +0.05 |
| LIN Linde PLC | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | Add +5.4% | 0.22% | +0.04 |
| BX Blackstone Inc. | Add +119.5% | 0.08% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +0.3% | 0.57% | +0.04 |
| DELL Dell Technologies -C | New | 0.04% | +0.04 |
| BAC Bank of America Corp. | Add +5.6% | 0.31% | +0.04 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.36% | +0.04 |
| SHW The Sherwin-Williams Co. | Add +70.7% | 0.08% | +0.04 |
| BLK BlackRock Finance Inc. | New | 0.04% | +0.04 |
| TRV The Travelers Cos Inc. | New | 0.04% | +0.04 |
| COP Conocophillips | Add +0.3% | 0.67% | +0.04 |
| CMG Chipotle Mexican Grill Inc. | New | 0.03% | +0.03 |
| URI United Rentals Inc. | New | 0.03% | +0.03 |
| INTU Intuit Inc. | Add +57.8% | 0.09% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +1.0% | 0.60% | +0.03 |
| AON Aon PLC Class A | New | 0.03% | +0.03 |
| AIEQ Amplify AI Powered Eqty ETF | New | 0.03% | +0.03 |
| APO Apollo Global Management Inc. | New | 0.03% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| QCOM Qualcomm Inc. | New | 0.03% | +0.03 |
| XLF SS Financial Select Sector | New | 0.03% | +0.03 |
| TT Trane Technologies PLC | New | 0.03% | +0.03 |
| DHR Danaher Corp. | New | 0.03% | +0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.03% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.03% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.6% | 0.50% | +0.03 |
| LMT Lockheed Martin Corp. | Add +87.0% | 0.07% | +0.03 |
| MRVL Marvell Technology Inc. | Add +17.0% | 0.11% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.66% | +0.03 |
| XLE SS Energy Select Sector | Add +9.9% | 0.16% | +0.03 |
| GE General Electric | Add +3.1% | 0.09% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +12.2% | 0.16% | +0.02 |
| SYK Stryker Corp. | Add +5.8% | 0.10% | +0.02 |
| CVX Chevron Corp. | Add +1.9% | 0.51% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 259 | $1.1B | AAPL, VUG, VYM, NVDA, VXF |
| Q1 2026 | 241 | $964.4M | AAPL, VUG, VYM, NVDA, VXF |
| Q4 2025 | 255 | $1.0B | AAPL, VUG, VYM, NVDA, VXF |
| Q3 2025 | 244 | $965.7M | AAPL, VUG, VYM, NVDA, IJR |
| Q2 2025 | 237 | $849.7M | AAPL, VUG, VYM, NVDA, IJR |
| Q1 2025 | 230 | $768.1M | AAPL, VYM, VUG, IJR, NVDA |
| Q4 2024 | 228 | $798.2M | AAPL, VUG, VYM, IJR, NVDA |
| Q3 2024 | 229 | $764.2M | AAPL, VUG, VYM, IJR, NVDA |
| Q2 2024 | 220 | $699.7M | AAPL, VUG, VYM, IJR, NVDA |
| Q1 2024 | 223 | $659.4M | AAPL, VYM, VUG, IJR, NVDA |