HCR Wealth Advisors
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 10, 2024), HCR Wealth Advisors reported 229 stock positions worth $764.2 million. Its top holding was Apple (AAPL) at 16.2% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 9.7%) and Vanguard High DVD Yield ETF (VYM, 9.4%). Compared with Q2 2024, it opened 15 new positions, sold out of 6, added to 111 and reduced 49. The biggest buy was iShares Core MSCI Emerging (IEMG, shares +908%) and the biggest sale Schwab U.S. Tips ETF (SCHP, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001697715
- Portfolio Value
- $764.2M (Q3 2024)
- SEC Filing
- 0001697715-24-000006 ↗ filed Oct 10, 2024
Holdings Value
Holdings 229 stocks · $764.2M
| AAPL Apple Inc. | 16.18% | 530,528 | $123.6M | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 9.70% | 192,985 | $74.1M | Add +0.9% |
| VYM Vanguard High DVD Yield ETF | 9.38% | 558,839 | $71.6M | Add +1.2% |
| IJR iShares Core S&P Small-Cap E | 5.63% | 367,678 | $43.0M | Add +1.0% |
| NVDA Nvidia Corp. | 4.21% | 264,764 | $32.2M | Add +9.3% |
| MSFT Microsoft Corp. | 2.65% | 47,024 | $20.2M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 2.64% | 34,934 | $20.2M | Add +1.3% |
| AME Ametek Inc. | 2.53% | 112,372 | $19.3M | No change |
| FPE FT-Preferred Secur & Inc. ETF | 2.09% | 882,202 | $16.0M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 2.08% | 95,954 | $15.9M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 1.52% | 34,052 | $11.6M | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 1.48% | 196,423 | $11.3M | Add +908.3% |
| META Meta Platforms Inc. Class A | 1.34% | 17,905 | $10.2M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 1.25% | 51,334 | $9.6M | Add +3.2% |
| V Visa Inc. Class A | 1.16% | 32,305 | $8.9M | Add +1.9% |
| COST Costco Wholesale Corp. | 0.93% | 8,033 | $7.1M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.83% | 30,068 | $6.3M | Add +2.0% |
| VWO Vanguard Ftse Emerging Marke | 0.71% | 113,457 | $5.4M | Reduce -1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.70% | 11,036 | $5.4M | Add +6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.69% | 9,140 | $5.2M | Add +22.2% |
| AZO AutoZone Inc. | 0.66% | 1,606 | $5.1M | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 10,932 | $5.0M | Add +0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.65% | 59,863 | $5.0M | Reduce -1.0% |
| TLT iShares 20+ Year Treasury BD | 0.61% | 47,170 | $4.6M | Add +1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.60% | 7,445 | $4.6M | Add +9.5% |
| AN Autonation Inc. | 0.58% | 24,657 | $4.4M | Reduce -0.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.57% | 82,014 | $4.4M | New |
| SCHG Schwab US Large-Cap Growth | 0.56% | 41,027 | $4.3M | Reduce -0.2% |
| ORCL Oracle Corp. | 0.55% | 24,750 | $4.2M | Add +0.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.53% | 50,149 | $4.1M | Add +2.6% |
| GLD SPDR Gold Shares | 0.52% | 16,395 | $4.0M | Add +5.8% |
| AWK American Water Works Co. Inc. | 0.52% | 27,017 | $4.0M | Add +0.5% |
| COP Conocophillips | 0.49% | 35,882 | $3.8M | Add +0.8% |
| TSLA Tesla Inc. | 0.49% | 14,352 | $3.8M | Reduce -6.9% |
| GOOG Alphabet Inc. Class C | 0.49% | 22,215 | $3.7M | Reduce -2.3% |
| ICE Intercontinental Exchange Inc. | 0.48% | 22,829 | $3.7M | Add +2.4% |
| HD Home Depot Inc. | 0.48% | 9,026 | $3.7M | Add +6.3% |
| NEE Nextera Energy Inc. | 0.45% | 40,743 | $3.4M | Add +0.3% |
| CVX Chevron Corp. | 0.41% | 21,464 | $3.2M | Reduce -1.0% |
| BKLN Invesco Senior Loan ETF | 0.41% | 148,060 | $3.1M | Reduce -2.9% |
| SBUX Starbucks Corp. | 0.40% | 31,485 | $3.1M | Reduce -3.9% |
| ZTS Zoetis Inc. | 0.40% | 15,470 | $3.0M | Add +15.2% |
| BA The Boeing Co. | 0.39% | 19,489 | $3.0M | Add +0.1% |
| LHX L3HARRIS Technologies Inc. | 0.39% | 12,391 | $2.9M | Add +3.2% |
| WMT Walmart Inc. | 0.37% | 34,957 | $2.8M | Add +1.1% |
| ABBV Abbvie Inc. | 0.37% | 14,201 | $2.8M | No change |
| NOW ServiceNow Inc. | 0.36% | 3,096 | $2.8M | Add +6.3% |
| MS Morgan Stanley | 0.35% | 25,806 | $2.7M | Add +2.8% |
| SYK Stryker Corp. | 0.35% | 7,412 | $2.7M | Add +1.8% |
| XOM Exxon Mobil Corp. | 0.32% | 21,041 | $2.5M | Add +2.4% |
| MRK Merck & Co. Inc. | 0.31% | 21,089 | $2.4M | Add +0.4% |
| HON Honeywell International Inc. | 0.31% | 11,579 | $2.4M | Add +1.7% |
| CME Cme Group Inc. | 0.30% | 10,259 | $2.3M | Add +1.4% |
| MINT PIMCO Enhanced Short Maturit | 0.30% | 22,424 | $2.3M | Add +4.5% |
| STZ Constellation Brands Inc. Class A | 0.30% | 8,751 | $2.3M | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 56,185 | $2.2M | Add +4.8% |
| NFLX Netflix Inc. | 0.29% | 3,101 | $2.2M | Add +3.9% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.28% | 50,008 | $2.2M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.28% | 12,269 | $2.1M | Add +63.8% |
| IEF iShares 7-10 Year Treasury B | 0.28% | 21,520 | $2.1M | Add +32.5% |
| TFLO iShares Treasury Floating Ra | 0.27% | 40,535 | $2.1M | Reduce -8.2% |
| JNJ Johnson & Johnson | 0.25% | 11,858 | $1.9M | Add +3.7% |
| MA Mastercard Inc. Class A | 0.25% | 3,821 | $1.9M | Reduce -0.3% |
| ALL Allstate Corp. | 0.25% | 9,919 | $1.9M | No change |
| ADBE Adobe Inc. | 0.23% | 3,436 | $1.8M | Add +5.8% |
| DELL Dell Technologies -C | 0.23% | 14,922 | $1.8M | Add +23.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 18,326 | $1.8M | Add +2.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 6,190 | $1.8M | Add +100.2% |
| PG The Procter & Gamble Co. | 0.23% | 10,034 | $1.7M | Add +3.6% |
| PWR Quanta Services Inc. | 0.22% | 5,683 | $1.7M | Add +35.0% |
| FIXD First Trust Smith Opportunis | 0.22% | 37,202 | $1.7M | Reduce -11.7% |
| CSM Proshares Large Cap Core Plu | 0.22% | 25,714 | $1.7M | Add +414.3% |
| FDX FedEx Corp. | 0.22% | 6,141 | $1.7M | Reduce -1.6% |
| MCD McDonald's Corp. | 0.21% | 5,366 | $1.6M | Add +0.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.21% | 32,067 | $1.6M | Add +12.6% |
| IBB iShares Biotechnology ETF | 0.20% | 10,706 | $1.6M | Reduce -20.4% |
| AMGN Amgen Inc. | 0.20% | 4,742 | $1.5M | Reduce -0.4% |
| FCX Freeport-McMoran Inc. | 0.20% | 30,214 | $1.5M | Add +5.8% |
| AMLP Alerian MLP ETF | 0.20% | 31,870 | $1.5M | Add +4.2% |
| RKT Rocket Cos Inc. Class A | 0.20% | 78,207 | $1.5M | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.19% | 3,793 | $1.5M | Add +9.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.19% | 12,370 | $1.5M | Add +0.7% |
| IYW iShares Ustechnology ETF | 0.19% | 9,651 | $1.5M | Add +0.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.19% | 11,954 | $1.4M | Add +37.0% |
| PFF iShares Preferred & Income S | 0.18% | 41,910 | $1.4M | Reduce -0.5% |
| CDZI Cadiz Inc. | 0.18% | 455,921 | $1.4M | Add +24.3% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 26,092 | $1.4M | Add +3.4% |
| CMF iShares California Muni Bond | 0.18% | 23,352 | $1.4M | Add +2.2% |
| VOO Vanguard S&P 500 ETF | 0.17% | 2,514 | $1.3M | Add +31.4% |
| UNH Unitedhealth Group Inc. | 0.17% | 2,265 | $1.3M | Add +2.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 16,331 | $1.3M | Add +9.3% |
| LLY Eli Lilly & Co. | 0.17% | 1,425 | $1.3M | Reduce -2.1% |
| JCI Johnson Controls Internation | 0.16% | 16,225 | $1.3M | No change |
| CHD Church & Dwight Co. Inc. | 0.16% | 11,648 | $1.2M | Add +0.3% |
| CLX Clorox Company | 0.14% | 6,802 | $1.1M | Add +0.1% |
| XLK SS Technology Select Sector | 0.14% | 4,829 | $1.1M | Reduce -4.2% |
| IBIT iShares Bitcoin Trust ETF | 0.14% | 29,975 | $1.1M | Add +144.8% |
| MO Altria Group Inc. | 0.14% | 21,191 | $1.1M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 0.14% | 4,799 | $1.1M | Add +5.6% |
| AFL Aflac Inc. | 0.14% | 9,240 | $1.0M | Add +0.4% |
Portfolio Sells Q2 2024 → Q3 2024
| SCHP Schwab U.S. Tips ETF | Reduce -96.4% | 0.03% | −0.85 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 2.08% | −0.44 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.13 |
| DE Deere & Co. | Reduce -79.5% | 0.03% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -2.3% | 0.49% | −0.11 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -36.5% | 0.12% | −0.10 |
| MGM MGM Resorts International | Reduce -45.8% | 0.06% | −0.07 |
| CVX Chevron Corp. | Reduce -1.0% | 0.41% | −0.07 |
| IBB iShares Biotechnology ETF | Reduce -20.4% | 0.20% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.0% | 0.65% | −0.05 |
| BKLN Invesco Senior Loan ETF | Reduce -2.9% | 0.41% | −0.05 |
| TFLO iShares Treasury Floating Ra | Reduce -8.2% | 0.27% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 0.93% | −0.05 |
| FDX FedEx Corp. | Reduce -1.6% | 0.22% | −0.05 |
| FIXD First Trust Smith Opportunis | Reduce -11.7% | 0.22% | −0.04 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.04 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.2% | 0.56% | −0.03 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.03 |
| F Ford Motor Co. | Sold out | 0.00% | −0.03 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -12.0% | 0.10% | −0.02 |
| URI United Rentals Inc. | Reduce -50.7% | 0.03% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -2.1% | 0.17% | −0.02 |
| XLK SS Technology Select Sector | Reduce -4.2% | 0.14% | −0.02 |
| BX Blackstone Inc. | Reduce -32.7% | 0.06% | −0.02 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -0.1% | 0.28% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -18.1% | 0.05% | −0.02 |
| AMGN Amgen Inc. | Reduce -0.4% | 0.20% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.4% | 0.71% | −0.01 |
| NRG NRG Energy Inc. | Reduce -22.3% | 0.04% | −0.01 |
| PSX Phillips 66 | Reduce -1.0% | 0.04% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -0.5% | 0.18% | −0.01 |
| AMD Advanced Micro Devices | Reduce -1.6% | 0.07% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -3.6% | 0.09% | −0.01 |
| BLK BlackRock Finance Inc. | Reduce -21.8% | 0.03% | −0.00 |
| ITA iShares U.S. Aerospace & Def | Reduce -8.8% | 0.05% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -2.7% | 0.09% | −0.00 |
| CI The Cigna Group | Reduce -1.2% | 0.04% | −0.00 |
| XLF SS Financial Select Sector | Reduce -3.7% | 0.03% | −0.00 |
| CARR Carrier Global Corp. | Reduce -14.2% | 0.07% | +0.00 |
| KO The Coca-Cola Co. | Reduce -2.6% | 0.09% | +0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -0.1% | 0.07% | +0.00 |
| NKE Nike Inc. Class B | Reduce -5.3% | 0.09% | +0.00 |
| NOC Northrop Grumman Corp. | Reduce -2.6% | 0.04% | +0.00 |
| MO Altria Group Inc. | Reduce -0.3% | 0.14% | +0.00 |
| GDX Vaneck Gold Miners ETF | Reduce -0.7% | 0.05% | +0.00 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.25% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.0% | 0.08% | +0.01 |
| PH Parker Hannifin Corp. | Reduce -0.3% | 0.05% | +0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| IEMG iShares Core MSCI Emerging | Add +908.3% | 1.48% | +1.33 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.57% | +0.57 |
| AAPL Apple Inc. | Add +0.5% | 16.18% | +0.29 |
| CSM Proshares Large Cap Core Plu | Add +414.3% | 0.22% | +0.18 |
| VTI VG Morningstar TS MKT ETF-US | Add +100.2% | 0.23% | +0.11 |
| NXST Nexstar Media Group Inc. | New | 0.11% | +0.11 |
| AVGO Broadcom Inc. | Add +63.8% | 0.28% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +22.2% | 0.69% | +0.10 |
| IBIT iShares Bitcoin Trust ETF | Add +144.8% | 0.14% | +0.08 |
| IJR iShares Core S&P Small-Cap E | Add +1.0% | 5.63% | +0.08 |
| SRE Sempra | New | 0.07% | +0.07 |
| PWR Quanta Services Inc. | Add +35.0% | 0.22% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Add +9.5% | 0.60% | +0.07 |
| ZTS Zoetis Inc. | Add +15.2% | 0.40% | +0.06 |
| HD Home Depot Inc. | Add +6.3% | 0.48% | +0.06 |
| IEF iShares 7-10 Year Treasury B | Add +32.5% | 0.28% | +0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +2.6% | 0.53% | +0.05 |
| ORCL Oracle Corp. | Add +0.2% | 0.55% | +0.05 |
| LMT Lockheed Martin Corp. | Add +52.0% | 0.11% | +0.05 |
| GLD SPDR Gold Shares | Add +5.8% | 0.52% | +0.05 |
| ICE Intercontinental Exchange Inc. | Add +2.4% | 0.48% | +0.04 |
| NEE Nextera Energy Inc. | Add +0.3% | 0.45% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +31.4% | 0.17% | +0.04 |
| SHW The Sherwin-Williams Co. | Add +42.2% | 0.09% | +0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Add +59.8% | 0.10% | +0.04 |
| WMT Walmart Inc. | Add +1.1% | 0.37% | +0.04 |
| NOW ServiceNow Inc. | Add +6.3% | 0.36% | +0.03 |
| XLP SS Consumer Staples Sel Sect | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | New | 0.03% | +0.03 |
| TGT Target Corp. | New | 0.03% | +0.03 |
| AON Aon PLC Class A | New | 0.03% | +0.03 |
| ED Consolidated Edison Inc. | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +9.0% | 0.19% | +0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.03% | +0.03 |
| LIN Linde PLC | Add +67.3% | 0.07% | +0.03 |
| CMCSA Comcast Corp. Class A | New | 0.03% | +0.03 |
| PEG Public Service Enterprise GP | New | 0.03% | +0.03 |
| VCIT Vanguard Int-Term Corporate | New | 0.03% | +0.03 |
| ILCB iShares Morningstar U.S. Equ | New | 0.03% | +0.03 |
| SCHD Schwab US DVD Equity ETF | New | 0.03% | +0.03 |
| HDV iShares Core High Dividend E | Add +58.9% | 0.07% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 0.66% | +0.02 |
| AWK American Water Works Co. Inc. | Add +0.5% | 0.52% | +0.02 |
| RTX RTX Corp. | Add +20.9% | 0.08% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +1.2% | 9.38% | +0.02 |
| MCD McDonald's Corp. | Add +0.3% | 0.21% | +0.02 |
| CDZI Cadiz Inc. | Add +24.3% | 0.18% | +0.02 |
| TJX TJX Companies Inc. | Add +64.5% | 0.05% | +0.02 |
| AFL Aflac Inc. | Add +0.4% | 0.14% | +0.02 |
| ETN Eaton Corp. PLC | Add +43.4% | 0.06% | +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 |