HCR Wealth Advisors
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), HCR Wealth Advisors reported 228 stock positions worth $798.2 million. Its top holding was Apple (AAPL) at 16.6% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 10.3%) and Vanguard High DVD Yield ETF (VYM, 9.3%). Compared with Q3 2024, it opened 11 new positions, sold out of 12, added to 92 and reduced 77. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +4%) and the biggest sale Ametek (AME, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001697715
- Portfolio Value
- $798.2M (Q4 2024)
- SEC Filing
- 0001697715-25-000001 ↗ filed Jan 14, 2025
Holdings Value
Holdings 228 stocks · $798.2M
| AAPL Apple Inc. | 16.62% | 529,758 | $132.7M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.33% | 200,896 | $82.5M | Add +4.1% |
| VYM Vanguard High DVD Yield ETF | 9.34% | 584,571 | $74.6M | Add +4.6% |
| IJR iShares Core S&P Small-Cap E | 5.54% | 384,034 | $44.2M | Add +4.5% |
| NVDA Nvidia Corp. | 4.52% | 268,897 | $36.1M | Add +1.6% |
| IVV iShares Core S&P 500 ETF | 2.76% | 37,452 | $22.0M | Add +7.2% |
| MSFT Microsoft Corp. | 2.45% | 46,487 | $19.6M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 2.28% | 96,040 | $18.2M | Add +0.1% |
| AME Ametek Inc. | 2.14% | 94,672 | $17.1M | Reduce -15.8% |
| FPE FT-Preferred Secur & Inc. ETF | 1.89% | 851,180 | $15.1M | Reduce -3.5% |
| PANW Palo Alto Networks Inc. | 1.55% | 68,078 | $12.4M | No change |
| AMZN Amazon.com Inc. | 1.38% | 50,106 | $11.0M | Reduce -2.4% |
| IEMG iShares Core MSCI Emerging | 1.35% | 206,801 | $10.8M | Add +5.3% |
| META Meta Platforms Inc. Class A | 1.34% | 18,202 | $10.7M | Add +1.7% |
| V Visa Inc. Class A | 1.28% | 32,435 | $10.3M | Add +0.4% |
| COST Costco Wholesale Corp. | 0.91% | 7,967 | $7.3M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.90% | 30,111 | $7.2M | Add +0.1% |
| TSLA Tesla Inc. | 0.72% | 14,259 | $5.8M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.69% | 10,736 | $5.5M | Reduce -2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.67% | 9,086 | $5.3M | Reduce -0.6% |
| AZO AutoZone Inc. | 0.66% | 1,649 | $5.3M | Add +2.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.64% | 98,797 | $5.1M | Add +20.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 10,890 | $4.9M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 0.60% | 108,898 | $4.8M | Reduce -4.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.60% | 58,239 | $4.8M | Reduce -2.7% |
| SCHG Schwab US Large-Cap Growth | 0.58% | 164,831 | $4.6M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.54% | 22,664 | $4.3M | Add +2.0% |
| AN Autonation Inc. | 0.53% | 24,842 | $4.2M | Add +0.8% |
| ORCL Oracle Corp. | 0.52% | 25,080 | $4.2M | Add +1.3% |
| GLD SPDR Gold Shares | 0.51% | 16,850 | $4.1M | Add +2.8% |
| VOO Vanguard S&P 500 ETF | 0.49% | 7,259 | $3.9M | Add +188.7% |
| TMO Thermo Fisher Scientific Inc. | 0.49% | 7,499 | $3.9M | Add +0.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.48% | 50,496 | $3.8M | Add +0.7% |
| MS Morgan Stanley | 0.45% | 28,784 | $3.6M | Add +11.5% |
| TLT iShares 20+ Year Treasury BD | 0.45% | 40,969 | $3.6M | Reduce -13.2% |
| HD Home Depot Inc. | 0.44% | 9,119 | $3.5M | Add +1.0% |
| COP Conocophillips | 0.44% | 35,768 | $3.5M | Reduce -0.3% |
| ICE Intercontinental Exchange Inc. | 0.44% | 23,527 | $3.5M | Add +3.1% |
| BA The Boeing Co. | 0.43% | 19,267 | $3.4M | Reduce -1.1% |
| NOW ServiceNow Inc. | 0.42% | 3,164 | $3.4M | Add +2.2% |
| AWK American Water Works Co. Inc. | 0.42% | 26,932 | $3.4M | Reduce -0.3% |
| BKLN Invesco Senior Loan ETF | 0.40% | 150,357 | $3.2M | Add +1.6% |
| WMT Walmart Inc. | 0.39% | 34,797 | $3.1M | Reduce -0.5% |
| CVX Chevron Corp. | 0.36% | 20,100 | $2.9M | Reduce -6.3% |
| NEE Nextera Energy Inc. | 0.36% | 40,416 | $2.9M | Reduce -0.8% |
| SBUX Starbucks Corp. | 0.36% | 31,333 | $2.9M | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.36% | 12,322 | $2.9M | Add +0.4% |
| NFLX Netflix Inc. | 0.35% | 3,095 | $2.8M | Reduce -0.2% |
| SYK Stryker Corp. | 0.34% | 7,626 | $2.7M | Add +2.9% |
| CDZI Cadiz Inc. | 0.34% | 528,000 | $2.7M | Add +15.8% |
| LHX L3HARRIS Technologies Inc. | 0.32% | 12,332 | $2.6M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.32% | 11,369 | $2.6M | Reduce -1.8% |
| ABBV Abbvie Inc. | 0.32% | 14,235 | $2.5M | Add +0.2% |
| TDG Transdigm Group Inc. | 0.30% | 1,914 | $2.4M | New |
| CME Cme Group Inc. | 0.30% | 10,263 | $2.4M | Add +0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 53,002 | $2.3M | Reduce -5.7% |
| ZTS Zoetis Inc. | 0.28% | 13,936 | $2.3M | Reduce -9.9% |
| XOM Exxon Mobil Corp. | 0.28% | 20,801 | $2.2M | Reduce -1.1% |
| JAAA Janus Henderson Aaa Clo ETF | 0.28% | 43,762 | $2.2M | Add +36.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 19,694 | $2.2M | Add +7.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.27% | 51,008 | $2.2M | Add +2.0% |
| MINT PIMCO Enhanced Short Maturit | 0.26% | 20,709 | $2.1M | Reduce -7.7% |
| MA Mastercard Inc. Class A | 0.26% | 3,889 | $2.0M | Add +1.8% |
| TFLO iShares Treasury Floating Ra | 0.25% | 39,610 | $2.0M | Reduce -2.3% |
| MRK Merck & Co. Inc. | 0.25% | 19,696 | $2.0M | Reduce -6.6% |
| PWR Quanta Services Inc. | 0.24% | 6,108 | $1.9M | Add +7.5% |
| ALL Allstate Corp. | 0.24% | 9,919 | $1.9M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 6,394 | $1.9M | Add +3.3% |
| STZ Constellation Brands Inc. Class A | 0.22% | 8,044 | $1.8M | Reduce -8.1% |
| DELL Dell Technologies -C | 0.22% | 15,347 | $1.8M | Add +2.9% |
| IEF iShares 7-10 Year Treasury B | 0.21% | 18,520 | $1.7M | Reduce -13.9% |
| CSM Proshares Large Cap Core Plu | 0.21% | 25,714 | $1.7M | No change |
| JNJ Johnson & Johnson | 0.21% | 11,680 | $1.7M | Reduce -1.5% |
| FDX FedEx Corp. | 0.21% | 5,981 | $1.7M | Reduce -2.6% |
| PG The Procter & Gamble Co. | 0.21% | 10,005 | $1.7M | Reduce -0.3% |
| IBIT iShares Bitcoin Trust ETF | 0.21% | 31,492 | $1.7M | Add +5.1% |
| MCD McDonald's Corp. | 0.20% | 5,387 | $1.6M | Add +0.4% |
| AMLP Alerian MLP ETF | 0.19% | 31,631 | $1.5M | Reduce -0.8% |
| ADBE Adobe Inc. | 0.19% | 3,393 | $1.5M | Reduce -1.3% |
| IYW iShares Ustechnology ETF | 0.19% | 9,354 | $1.5M | Reduce -3.1% |
| FIXD First Trust Smith Opportunis | 0.18% | 33,601 | $1.4M | Reduce -9.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.17% | 12,039 | $1.4M | Reduce -2.7% |
| CAT Caterpillar Inc. | 0.17% | 3,793 | $1.4M | No change |
| VEA Vanguard Ftse Developed ETF | 0.17% | 28,484 | $1.4M | Add +9.2% |
| CMF iShares California Muni Bond | 0.17% | 23,705 | $1.4M | Add +1.5% |
| PFF iShares Preferred & Income S | 0.17% | 42,710 | $1.3M | Add +1.9% |
| GBTC Grayscale Bitcoin Trust ETF | 0.17% | 17,850 | $1.3M | No change |
| JCI Johnson Controls Internation | 0.16% | 16,229 | $1.3M | Add +0.0% |
| AMGN Amgen Inc. | 0.15% | 4,742 | $1.2M | No change |
| CHD Church & Dwight Co. Inc. | 0.15% | 11,754 | $1.2M | Add +0.9% |
| FCX Freeport-McMoran Inc. | 0.15% | 30,736 | $1.2M | Add +1.7% |
| VGT Vanguard Info Tech ETF | 0.14% | 1,818 | $1.1M | Add +4.2% |
| XLK SS Technology Select Sector | 0.14% | 4,829 | $1.1M | No change |
| CLX Clorox Company | 0.14% | 6,870 | $1.1M | Add +1.0% |
| MO Altria Group Inc. | 0.14% | 21,228 | $1.1M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.14% | 2,186 | $1.1M | Reduce -3.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 15,628 | $1.1M | Reduce -4.3% |
| IWM iShares Russell 2000 ETF | 0.14% | 4,889 | $1.1M | Add +1.9% |
| MRVL Marvell Technology Inc. | 0.13% | 9,377 | $1.0M | Reduce -9.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.13% | 11,720 | $1.0M | Reduce -2.0% |
Portfolio Sells Q3 2024 → Q4 2024
| AME Ametek Inc. | Reduce -15.8% | 2.14% | −0.39 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -3.5% | 1.89% | −0.20 |
| MSFT Microsoft Corp. | Reduce -1.1% | 2.45% | −0.19 |
| TLT iShares 20+ Year Treasury BD | Reduce -13.2% | 0.45% | −0.16 |
| IBB iShares Biotechnology ETF | Reduce -71.4% | 0.05% | −0.15 |
| ZTS Zoetis Inc. | Reduce -9.9% | 0.28% | −0.11 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.0% | 0.60% | −0.11 |
| AWK American Water Works Co. Inc. | Reduce -0.3% | 0.42% | −0.10 |
| RKT Rocket Cos Inc. Class A | Reduce -2.4% | 0.11% | −0.09 |
| NEE Nextera Energy Inc. | Reduce -0.8% | 0.36% | −0.09 |
| STZ Constellation Brands Inc. Class A | Reduce -8.1% | 0.22% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -6.6% | 0.25% | −0.07 |
| IEF iShares 7-10 Year Treasury B | Reduce -13.9% | 0.21% | −0.06 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.5% | 0.32% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.0% | 0.13% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -2.7% | 0.60% | −0.05 |
| COP Conocophillips | Reduce -0.3% | 0.44% | −0.05 |
| CVX Chevron Corp. | Reduce -6.3% | 0.36% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -25.4% | 0.07% | −0.05 |
| ADBE Adobe Inc. | Reduce -1.3% | 0.19% | −0.04 |
| SBUX Starbucks Corp. | Reduce -0.5% | 0.36% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -11.6% | 0.12% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -1.1% | 0.28% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.62% | −0.04 |
| JNJ Johnson & Johnson | Reduce -1.5% | 0.21% | −0.04 |
| FIXD First Trust Smith Opportunis | Reduce -9.7% | 0.18% | −0.04 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.04 |
| MINT PIMCO Enhanced Short Maturit | Reduce -7.7% | 0.26% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -3.5% | 0.14% | −0.03 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.03 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.03 |
| TGT Target Corp. | Sold out | 0.00% | −0.03 |
| CARR Carrier Global Corp. | Reduce -30.9% | 0.04% | −0.03 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.03 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.3% | 0.14% | −0.03 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.03 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.03 |
| XLE SS Energy Select Sector | Reduce -14.0% | 0.11% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -16.3% | 0.08% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -2.7% | 0.17% | −0.02 |
| AWR American States Water Co. | Reduce -5.1% | 0.11% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 0.67% | −0.02 |
| NKE Nike Inc. Class B | Reduce -1.5% | 0.08% | −0.02 |
| TFLO iShares Treasury Floating Ra | Reduce -2.3% | 0.25% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 0.91% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.21% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.7% | 0.69% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.1% | 10.33% | +0.63 |
| VOO Vanguard S&P 500 ETF | Add +188.7% | 0.49% | +0.32 |
| NVDA Nvidia Corp. | Add +1.6% | 4.52% | +0.32 |
| TDG Transdigm Group Inc. | New | 0.30% | +0.30 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 2.28% | +0.20 |
| CDZI Cadiz Inc. | Add +15.8% | 0.34% | +0.16 |
| IVV iShares Core S&P 500 ETF | Add +7.2% | 2.76% | +0.13 |
| V Visa Inc. Class A | Add +0.4% | 1.28% | +0.12 |
| MS Morgan Stanley | Add +11.5% | 0.45% | +0.10 |
| AVGO Broadcom Inc. | Add +0.4% | 0.36% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.90% | +0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +20.5% | 0.64% | +0.07 |
| IBIT iShares Bitcoin Trust ETF | Add +5.1% | 0.21% | +0.07 |
| JAAA Janus Henderson Aaa Clo ETF | Add +36.5% | 0.28% | +0.06 |
| NOW ServiceNow Inc. | Add +2.2% | 0.42% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +2.0% | 0.54% | +0.05 |
| DIS The Walt Disney Co. | Add +7.5% | 0.27% | +0.04 |
| SH Proshares Short S&P500 | New | 0.04% | +0.04 |
| URA Global X Uranium ETF | New | 0.04% | +0.04 |
| VRT Vertiv Holdings Co. Class A | New | 0.03% | +0.03 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| PYPL PayPal Holdings Inc. | New | 0.03% | +0.03 |
| ETHE Grayscale Ethereum Staking E | New | 0.03% | +0.03 |
| USFR Wisdomtree Floating Rate Tre | New | 0.03% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +79.8% | 0.06% | +0.03 |
| APO Apollo Global Management Inc. | New | 0.03% | +0.03 |
| FISV Fiserv Inc. | New | 0.03% | +0.03 |
| PWR Quanta Services Inc. | Add +7.5% | 0.24% | +0.02 |
| URI United Rentals Inc. | Add +97.3% | 0.05% | +0.02 |
| XLF SS Financial Select Sector | Add +54.5% | 0.05% | +0.02 |
| RIVN Rivian Automotive Inc. Class A | New | 0.02% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +6.0% | 0.11% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Add +0.4% | 0.58% | +0.02 |
| WFC Wells Fargo & Co. | Add +0.1% | 0.10% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +43.7% | 0.05% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +17.6% | 0.07% | +0.01 |
| NRG NRG Energy Inc. | Add +38.1% | 0.06% | +0.01 |
| DFS Discover Financial Services | Add +0.0% | 0.07% | +0.01 |
| MA Mastercard Inc. Class A | Add +1.8% | 0.26% | +0.01 |
| ETN Eaton Corp. PLC | Add +17.9% | 0.07% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +4.2% | 0.14% | +0.01 |
| BX Blackstone Inc. | Add +0.8% | 0.06% | +0.01 |
| AXP American Express Co. | Add +0.1% | 0.08% | +0.00 |
| COWZ Pacer US Cash Cows 100 ETF | Add +17.2% | 0.04% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.3% | 0.23% | +0.00 |
| CME Cme Group Inc. | Add +0.0% | 0.30% | +0.00 |
| USB US Bancorp | Add +1.1% | 0.12% | +0.00 |
| ISRG Intuitive Surgical Inc. | Add +0.2% | 0.07% | +0.00 |
| BLK BlackRock Inc. | Add +0.9% | 0.03% | +0.00 |
| AIEQ Amplify AI Powered Eqty ETF | Add +0.8% | 0.03% | +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 |