HCR Wealth Advisors
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), HCR Wealth Advisors reported 220 stock positions worth $699.7 million. Its top holding was Apple (AAPL) at 15.9% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 10.2%) and Vanguard High DVD Yield ETF (VYM, 9.4%). Compared with Q1 2024, it opened 11 new positions, sold out of 14, added to 92 and reduced 61. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001697715
- Portfolio Value
- $699.7M (Q2 2024)
- SEC Filing
- 0001697715-24-000005 ↗ filed Aug 7, 2024
Holdings Value
Holdings 220 stocks · $699.7M
| AAPL Apple Inc. | 15.88% | 527,712 | $111.1M | Reduce -2.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.22% | 191,228 | $71.5M | Add +0.8% |
| VYM Vanguard High DVD Yield ETF | 9.36% | 551,983 | $65.5M | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 5.55% | 364,076 | $38.8M | Reduce -0.9% |
| NVDA Nvidia Corp. | 4.28% | 242,152 | $29.9M | Reduce -0.8% |
| MSFT Microsoft Corp. | 3.00% | 46,990 | $21.0M | Add +1.7% |
| IVV iShares Core S&P 500 ETF | 2.70% | 34,502 | $18.9M | Add +2.8% |
| AME Ametek Inc. | 2.68% | 112,372 | $18.7M | No change |
| GOOGL Alphabet Inc. Class A | 2.52% | 96,756 | $17.6M | Add +1.4% |
| FPE FT-Preferred Secur & Inc. ETF | 2.17% | 875,105 | $15.2M | Reduce -0.7% |
| PANW Palo Alto Networks Inc. | 1.65% | 34,018 | $11.5M | No change |
| AMZN Amazon.com Inc. | 1.37% | 49,723 | $9.6M | Add +1.8% |
| META Meta Platforms Inc. Class A | 1.31% | 18,132 | $9.1M | Add +0.6% |
| V Visa Inc. Class A | 1.19% | 31,688 | $8.3M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.98% | 8,089 | $6.9M | Reduce -0.6% |
| SCHP Schwab U.S. Tips ETF | 0.88% | 118,640 | $6.2M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 0.85% | 29,481 | $6.0M | Reduce -0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.72% | 115,014 | $5.0M | Reduce -1.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.71% | 10,380 | $5.0M | Add +5.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.71% | 60,449 | $4.9M | Reduce -0.9% |
| AZO AutoZone Inc. | 0.67% | 1,586 | $4.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 10,922 | $4.4M | Reduce -0.4% |
| TLT iShares 20+ Year Treasury BD | 0.61% | 46,562 | $4.3M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 0.60% | 22,733 | $4.2M | Add +0.6% |
| SCHG Schwab US Large-Cap Growth | 0.59% | 41,102 | $4.1M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.58% | 7,482 | $4.1M | Add +19.3% |
| COP Conocophillips | 0.58% | 35,602 | $4.1M | Add +2.2% |
| AN Autonation Inc. | 0.57% | 24,884 | $4.0M | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.54% | 6,798 | $3.8M | Add +0.6% |
| BA The Boeing Co. | 0.51% | 19,460 | $3.5M | Reduce -3.0% |
| ORCL Oracle Corp. | 0.50% | 24,693 | $3.5M | Reduce -3.4% |
| AWK American Water Works Co. Inc. | 0.50% | 26,880 | $3.5M | Reduce -0.8% |
| CVX Chevron Corp. | 0.48% | 21,686 | $3.4M | Add +0.8% |
| GLD SPDR Gold Shares | 0.48% | 15,498 | $3.3M | Reduce -0.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.48% | 48,894 | $3.3M | Add +1.0% |
| BKLN Invesco Senior Loan ETF | 0.46% | 152,439 | $3.2M | Add +0.0% |
| ICE Intercontinental Exchange Inc. | 0.44% | 22,304 | $3.1M | Reduce -0.7% |
| TSLA Tesla Inc. | 0.44% | 15,416 | $3.1M | Add +3.9% |
| HD Home Depot Inc. | 0.42% | 8,490 | $2.9M | Add +2.1% |
| NEE Nextera Energy Inc. | 0.41% | 40,637 | $2.9M | Add +4.5% |
| LHX L3HARRIS Technologies Inc. | 0.39% | 12,004 | $2.7M | Add +0.3% |
| MRK Merck & Co. Inc. | 0.37% | 21,011 | $2.6M | Add +0.3% |
| SBUX Starbucks Corp. | 0.36% | 32,766 | $2.6M | Reduce -1.6% |
| SYK Stryker Corp. | 0.35% | 7,280 | $2.5M | Add +300.0% |
| MS Morgan Stanley | 0.35% | 25,096 | $2.4M | Reduce -1.1% |
| ABBV Abbvie Inc. | 0.35% | 14,201 | $2.4M | Reduce -0.6% |
| HON Honeywell International Inc. | 0.35% | 11,383 | $2.4M | Add +1.5% |
| XOM Exxon Mobil Corp. | 0.34% | 20,552 | $2.4M | Reduce -0.7% |
| WMT Walmart Inc. | 0.33% | 34,560 | $2.3M | Reduce -1.3% |
| ZTS Zoetis Inc. | 0.33% | 13,428 | $2.3M | Reduce -2.1% |
| NOW ServiceNow Inc. | 0.33% | 2,913 | $2.3M | Reduce -7.0% |
| TFLO iShares Treasury Floating Ra | 0.32% | 44,160 | $2.2M | Add +25.6% |
| STZ Constellation Brands Inc. Class A | 0.32% | 8,634 | $2.2M | Reduce -0.3% |
| MINT PIMCO Enhanced Short Maturit | 0.31% | 21,464 | $2.2M | Add +1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 53,625 | $2.1M | Reduce -0.3% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.30% | 50,048 | $2.1M | Reduce -1.3% |
| NFLX Netflix Inc. | 0.29% | 2,985 | $2.0M | Reduce -2.0% |
| CME Cme Group Inc. | 0.28% | 10,119 | $2.0M | Add +1.4% |
| FDX FedEx Corp. | 0.27% | 6,244 | $1.9M | Add +1.8% |
| IBB iShares Biotechnology ETF | 0.26% | 13,453 | $1.8M | Add +0.6% |
| FIXD First Trust Smith Opportunis | 0.26% | 42,132 | $1.8M | Reduce -10.1% |
| ADBE Adobe Inc. | 0.26% | 3,246 | $1.8M | Add +1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 17,961 | $1.8M | Reduce -8.7% |
| MA Mastercard Inc. Class A | 0.24% | 3,833 | $1.7M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.24% | 11,439 | $1.7M | Add +4.8% |
| DELL Dell Technologies -C | 0.24% | 12,079 | $1.7M | Add +418.4% |
| PG The Procter & Gamble Co. | 0.23% | 9,681 | $1.6M | Add +12.8% |
| ALL Allstate Corp. | 0.23% | 9,919 | $1.6M | No change |
| IEF iShares 7-10 Year Treasury B | 0.22% | 16,245 | $1.5M | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.21% | 28,130 | $1.5M | Add +2.0% |
| AMGN Amgen Inc. | 0.21% | 4,761 | $1.5M | Add +3.3% |
| AMLP Alerian MLP ETF | 0.21% | 30,588 | $1.5M | Add +19.9% |
| IYW iShares Ustechnology ETF | 0.21% | 9,650 | $1.5M | No change |
| JAAA Janus Henderson Aaa Clo ETF | 0.21% | 28,488 | $1.4M | Add +29.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.20% | 12,290 | $1.4M | Add +1.7% |
| FCX Freeport-McMoran Inc. | 0.20% | 28,568 | $1.4M | Reduce -42.0% |
| MCD McDonald's Corp. | 0.19% | 5,348 | $1.4M | Reduce -6.1% |
| PFF iShares Preferred & Income S | 0.19% | 42,130 | $1.3M | Add +3.7% |
| LLY Eli Lilly & Co. | 0.19% | 1,455 | $1.3M | Reduce -7.6% |
| CMF iShares California Muni Bond | 0.19% | 22,859 | $1.3M | Reduce -2.5% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 25,247 | $1.2M | Reduce -2.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.18% | 8,727 | $1.2M | Add +18.4% |
| CHD Church & Dwight Co. Inc. | 0.17% | 11,616 | $1.2M | Add +3.6% |
| AVGO Broadcom Inc. | 0.17% | 749 | $1.2M | Add +4.8% |
| CAT Caterpillar Inc. | 0.17% | 3,479 | $1.2M | Reduce -10.3% |
| XLK SS Technology Select Sector | 0.16% | 5,039 | $1.1M | Add +4.3% |
| CDZI Cadiz Inc. | 0.16% | 366,687 | $1.1M | Add +347.6% |
| DE Deere & Co. | 0.16% | 3,032 | $1.1M | Reduce -2.4% |
| UNH Unitedhealth Group Inc. | 0.16% | 2,204 | $1.1M | Add +4.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 14,934 | $1.1M | Add +3.9% |
| JCI Johnson Controls Internation | 0.15% | 16,225 | $1.1M | No change |
| RKT Rocket Cos Inc. Class A | 0.15% | 78,363 | $1.1M | Reduce -0.5% |
| PWR Quanta Services Inc. | 0.15% | 4,208 | $1.1M | Add +19.7% |
| IEMG iShares Core MSCI Emerging | 0.15% | 19,480 | $1.0M | No change |
| MO Altria Group Inc. | 0.14% | 21,265 | $969K | Add +0.1% |
| XLE SS Energy Select Sector | 0.14% | 10,528 | $960K | Reduce -5.1% |
| BOND PIMCO Active Bond Exchange-T | 0.14% | 10,520 | $958K | No change |
| VOO Vanguard S&P 500 ETF | 0.14% | 1,913 | $957K | Add +4.4% |
| SCHW Schwab (charles) Corp. | 0.13% | 12,720 | $937K | Reduce -11.6% |
| CLX Clorox Company | 0.13% | 6,794 | $927K | Reduce -14.8% |
Portfolio Sells Q1 2024 → Q2 2024
| IJR iShares Core S&P Small-Cap E | Reduce -0.9% | 5.55% | −0.61 |
| TGT Target Corp. | Sold out | 0.00% | −0.35 |
| V Visa Inc. Class A | Reduce -0.2% | 1.19% | −0.16 |
| FCX Freeport-McMoran Inc. | Reduce -42.0% | 0.20% | −0.15 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -0.7% | 2.17% | −0.14 |
| DIS The Walt Disney Co. | Reduce -8.7% | 0.25% | −0.11 |
| PROSHARES SHORT S&P500 | Sold out | 0.00% | −0.10 |
| SBUX Starbucks Corp. | Reduce -1.6% | 0.36% | −0.10 |
| BA The Boeing Co. | Reduce -3.0% | 0.51% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.64% | −0.06 |
| CLX Clorox Company | Reduce -14.8% | 0.13% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.9% | 0.71% | −0.05 |
| FIXD First Trust Smith Opportunis | Reduce -10.1% | 0.26% | −0.05 |
| XHB SS SPDR S&P Homebldrs ETF | Sold out | 0.00% | −0.05 |
| CAT Caterpillar Inc. | Reduce -10.3% | 0.17% | −0.05 |
| MCD McDonald's Corp. | Reduce -6.1% | 0.19% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -16.4% | 0.07% | −0.05 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.35% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 0.85% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.04 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.04 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.04 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -20.1% | 0.12% | −0.04 |
| STZ Constellation Brands Inc. Class A | Reduce -0.3% | 0.32% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 0.24% | −0.04 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -45.0% | 0.04% | −0.03 |
| NOW ServiceNow Inc. | Reduce -7.0% | 0.33% | −0.03 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.03 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.03 |
| INHIBRX INC | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Reduce -2.6% | 0.09% | −0.03 |
| USB US Bancorp | Reduce -7.6% | 0.11% | −0.03 |
| ICE Intercontinental Exchange Inc. | Reduce -0.7% | 0.44% | −0.03 |
| DE Deere & Co. | Reduce -2.4% | 0.16% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.03 |
| AMD Advanced Micro Devices | Reduce -14.5% | 0.08% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -18.9% | 0.06% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.7% | 0.34% | −0.03 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -1.3% | 0.30% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -11.6% | 0.13% | −0.02 |
| XLE SS Energy Select Sector | Reduce -5.1% | 0.14% | −0.02 |
| RKT Rocket Cos Inc. Class A | Reduce -0.5% | 0.15% | −0.02 |
| ZTS Zoetis Inc. | Reduce -2.1% | 0.33% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.6% | 0.18% | −0.02 |
| CMF iShares California Muni Bond | Reduce -2.5% | 0.19% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.2% | 0.72% | −0.02 |
| GE General Electric | Reduce -4.7% | 0.07% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.1% | 0.12% | −0.01 |
| MS Morgan Stanley | Reduce -1.1% | 0.35% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| GOOGL Alphabet Inc. Class A | Add +1.4% | 2.52% | +0.33 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.8% | 10.22% | +0.32 |
| SYK Stryker Corp. | Add +300.0% | 0.35% | +0.26 |
| DELL Dell Technologies -C | Add +418.4% | 0.24% | +0.20 |
| CDZI Cadiz Inc. | Add +347.6% | 0.16% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +19.3% | 0.58% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 0.60% | +0.07 |
| MSFT Microsoft Corp. | Add +1.7% | 3.00% | +0.05 |
| NRG NRG Energy Inc. | New | 0.05% | +0.05 |
| TFLO iShares Treasury Floating Ra | Add +25.6% | 0.32% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.5% | 0.71% | +0.05 |
| ETN Eaton Corp. PLC | New | 0.05% | +0.05 |
| PH Parker Hannifin Corp. | New | 0.04% | +0.04 |
| CSM Proshares Large Cap Core Plu | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | Add +3.9% | 0.44% | +0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Add +29.4% | 0.21% | +0.04 |
| AMZN Amazon.com Inc. | Add +1.8% | 1.37% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +18.4% | 0.18% | +0.03 |
| NEE Nextera Energy Inc. | Add +4.5% | 0.41% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | New | 0.03% | +0.03 |
| UBER Uber Technologies Inc. | New | 0.03% | +0.03 |
| IWF iShares Russell 1000 Growth | New | 0.03% | +0.03 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.03% | +0.03 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.03% | +0.03 |
| TJX TJX Companies Inc. | New | 0.03% | +0.03 |
| P Everpure Inc. Class A | New | 0.03% | +0.03 |
| AVGO Broadcom Inc. | Add +4.8% | 0.17% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +128.0% | 0.06% | +0.03 |
| AMLP Alerian MLP ETF | Add +19.9% | 0.21% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +2.8% | 2.70% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +21.8% | 0.07% | +0.02 |
| URI United Rentals Inc. | Add +86.8% | 0.05% | +0.02 |
| CARR Carrier Global Corp. | Add +37.9% | 0.07% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Add +0.5% | 0.59% | +0.02 |
| PG The Procter & Gamble Co. | Add +12.8% | 0.23% | +0.02 |
| PWR Quanta Services Inc. | Add +19.7% | 0.15% | +0.01 |
| AMGN Amgen Inc. | Add +3.3% | 0.21% | +0.01 |
| ADBE Adobe Inc. | Add +1.0% | 0.26% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +14.2% | 0.07% | +0.01 |
| XLK SS Technology Select Sector | Add +4.3% | 0.16% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +7.6% | 0.10% | +0.01 |
| QCOM Qualcomm Inc. | Add +10.0% | 0.04% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +1.2% | 0.12% | +0.01 |
| MDY State Street SPDR S&P Midcap | Add +17.7% | 0.08% | +0.01 |
| APO Apollo Global Management Inc. | Add +15.5% | 0.04% | +0.00 |
| XLV SS Health Care Select Sector | Add +20.3% | 0.04% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Add +0.7% | 0.09% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +4.4% | 0.14% | +0.00 |
| XLF SS Financial Select Sector | Add +17.0% | 0.03% | +0.00 |
| CMG Chipotle Mexican Grill Inc. | Add +3.8% | 0.04% | +0.00 |
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 |