HCR Wealth Advisors
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), HCR Wealth Advisors reported 230 stock positions worth $768.1 million. Its top holding was Apple (AAPL) at 15.3% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 10.1%) and Vanguard Mrngstar GR ETF-Sui (VUG, 10.0%). Compared with Q4 2024, it opened 8 new positions, sold out of 6, added to 82 and reduced 96. The biggest buy was Vanguard High DVD Yield ETF (VYM, shares +3%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001697715
- Portfolio Value
- $768.1M (Q1 2025)
- SEC Filing
- 0001697715-25-000003 ↗ filed Apr 21, 2025
Holdings Value
Holdings 230 stocks · $768.1M
| AAPL Apple Inc. | 15.26% | 527,656 | $117.2M | Reduce -0.4% |
| VYM Vanguard High DVD Yield ETF | 10.15% | 604,437 | $77.9M | Add +3.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.02% | 207,621 | $77.0M | Add +3.4% |
| IJR iShares Core S&P Small-Cap E | 5.57% | 409,410 | $42.8M | Add +6.6% |
| NVDA Nvidia Corp. | 4.10% | 290,676 | $31.5M | Add +8.1% |
| IVV iShares Core S&P 500 ETF | 2.80% | 38,241 | $21.5M | Add +2.1% |
| MSFT Microsoft Corp. | 2.29% | 46,834 | $17.6M | Add +0.8% |
| FPE FT-Preferred Secur & Inc. ETF | 2.12% | 927,396 | $16.3M | Add +8.9% |
| AME Ametek Inc. | 2.12% | 94,672 | $16.3M | No change |
| GOOGL Alphabet Inc. Class A | 1.91% | 94,748 | $14.7M | Reduce -1.4% |
| IEMG iShares Core MSCI Emerging | 1.56% | 222,708 | $12.0M | Add +7.7% |
| PANW Palo Alto Networks Inc. | 1.51% | 68,078 | $11.6M | No change |
| V Visa Inc. Class A | 1.47% | 32,123 | $11.3M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 1.38% | 18,348 | $10.6M | Add +0.8% |
| AMZN Amazon.com Inc. | 1.27% | 51,337 | $9.8M | Add +2.5% |
| COST Costco Wholesale Corp. | 0.97% | 7,879 | $7.5M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 0.96% | 30,006 | $7.4M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 10,883 | $5.8M | Reduce -0.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.74% | 108,707 | $5.7M | Add +10.0% |
| JAAA Janus Henderson Aaa Clo ETF | 0.74% | 112,055 | $5.7M | Add +156.1% |
| AZO AutoZone Inc. | 0.73% | 1,463 | $5.6M | Reduce -11.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.71% | 9,690 | $5.4M | Add +6.7% |
| GLD SPDR Gold Shares | 0.67% | 17,776 | $5.1M | Add +5.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.66% | 10,742 | $5.0M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.64% | 108,605 | $4.9M | Reduce -0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.58% | 53,727 | $4.4M | Reduce -7.8% |
| SCHG Schwab US Large-Cap Growth | 0.54% | 165,820 | $4.2M | Add +0.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.52% | 50,948 | $4.0M | Add +0.9% |
| ICE Intercontinental Exchange Inc. | 0.52% | 23,278 | $4.0M | Reduce -1.1% |
| AN Autonation Inc. | 0.52% | 24,618 | $4.0M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 0.51% | 7,669 | $3.9M | Add +5.7% |
| TSLA Tesla Inc. | 0.51% | 15,057 | $3.9M | Add +5.6% |
| AWK American Water Works Co. Inc. | 0.49% | 25,328 | $3.7M | Reduce -6.0% |
| COP Conocophillips | 0.49% | 35,562 | $3.7M | Reduce -0.6% |
| ORCL Oracle Corp. | 0.48% | 26,465 | $3.7M | Add +5.5% |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 7,401 | $3.7M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.47% | 23,110 | $3.6M | Add +2.0% |
| MS Morgan Stanley | 0.45% | 29,636 | $3.5M | Add +3.0% |
| CVX Chevron Corp. | 0.44% | 20,119 | $3.4M | Add +0.1% |
| BA The Boeing Co. | 0.43% | 19,316 | $3.3M | Add +0.3% |
| HD Home Depot Inc. | 0.43% | 8,909 | $3.3M | Reduce -2.3% |
| NFLX Netflix Inc. | 0.41% | 3,414 | $3.2M | Add +10.3% |
| BKLN Invesco Senior Loan ETF | 0.40% | 148,551 | $3.1M | Reduce -1.2% |
| WMT Walmart Inc. | 0.40% | 34,667 | $3.0M | Reduce -0.4% |
| SYK Stryker Corp. | 0.39% | 8,077 | $3.0M | Add +5.9% |
| ABBV Abbvie Inc. | 0.39% | 14,291 | $3.0M | Add +0.4% |
| SBUX Starbucks Corp. | 0.39% | 30,476 | $3.0M | Reduce -2.7% |
| NEE Nextera Energy Inc. | 0.37% | 40,354 | $2.9M | Reduce -0.1% |
| CME Cme Group Inc. | 0.35% | 10,152 | $2.7M | Reduce -1.1% |
| NOW ServiceNow Inc. | 0.34% | 3,264 | $2.6M | Add +3.2% |
| TDG Transdigm Group Inc. | 0.34% | 1,869 | $2.6M | Reduce -2.4% |
| LHX L3HARRIS Technologies Inc. | 0.33% | 12,122 | $2.5M | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 0.32% | 20,755 | $2.5M | Reduce -0.2% |
| HON Honeywell International Inc. | 0.31% | 11,100 | $2.4M | Reduce -2.4% |
| MINT PIMCO Enhanced Short Maturit | 0.30% | 23,070 | $2.3M | Add +11.4% |
| NRG NRG Energy Inc. | 0.30% | 23,985 | $2.3M | Add +386.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 53,016 | $2.2M | Add +0.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.28% | 51,008 | $2.2M | No change |
| MA Mastercard Inc. Class A | 0.27% | 3,844 | $2.1M | Reduce -1.2% |
| AVGO Broadcom Inc. | 0.27% | 12,518 | $2.1M | Add +1.6% |
| ZTS Zoetis Inc. | 0.27% | 12,550 | $2.1M | Reduce -9.9% |
| ALL Allstate Corp. | 0.27% | 9,917 | $2.1M | Reduce -0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 19,729 | $1.9M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 6,722 | $1.8M | Add +5.1% |
| CDZI Cadiz Inc. | 0.23% | 611,750 | $1.8M | Add +15.9% |
| JNJ Johnson & Johnson | 0.23% | 10,727 | $1.8M | Reduce -8.2% |
| VRT Vertiv Holdings Co. Class A | 0.23% | 24,601 | $1.8M | Add +917.8% |
| TFLO iShares Treasury Floating Ra | 0.23% | 34,435 | $1.7M | Reduce -13.1% |
| PWR Quanta Services Inc. | 0.22% | 6,791 | $1.7M | Add +11.2% |
| PG The Procter & Gamble Co. | 0.22% | 9,993 | $1.7M | Reduce -0.1% |
| AMLP Alerian MLP ETF | 0.22% | 32,640 | $1.7M | Add +3.2% |
| MCD McDonald's Corp. | 0.22% | 5,387 | $1.7M | No change |
| CSM Proshares Large Cap Core Plu | 0.21% | 25,714 | $1.6M | No change |
| DELL Dell Technologies -C | 0.21% | 17,523 | $1.6M | Add +14.2% |
| FIXD First Trust Smith Opportunis | 0.20% | 35,364 | $1.6M | Add +5.3% |
| IBIT iShares Bitcoin Trust ETF | 0.20% | 32,267 | $1.5M | Add +2.5% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 29,169 | $1.5M | Add +2.4% |
| AMGN Amgen Inc. | 0.19% | 4,748 | $1.5M | Add +0.1% |
| FDX FedEx Corp. | 0.18% | 5,625 | $1.4M | Reduce -6.0% |
| CMF iShares California Muni Bond | 0.17% | 23,746 | $1.3M | Add +0.2% |
| IEF iShares 7-10 Year Treasury B | 0.17% | 13,820 | $1.3M | Reduce -25.4% |
| PFF iShares Preferred & Income S | 0.17% | 42,815 | $1.3M | Add +0.3% |
| JCI Johnson Controls Internation | 0.17% | 16,211 | $1.3M | Reduce -0.1% |
| IYW iShares Ustechnology ETF | 0.17% | 9,229 | $1.3M | Reduce -1.3% |
| CHD Church & Dwight Co. Inc. | 0.17% | 11,750 | $1.3M | Reduce -0.0% |
| ADBE Adobe Inc. | 0.17% | 3,342 | $1.3M | Reduce -1.5% |
| MO Altria Group Inc. | 0.17% | 21,254 | $1.3M | Add +0.1% |
| CAT Caterpillar Inc. | 0.16% | 3,777 | $1.2M | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 16,291 | $1.2M | Add +4.2% |
| STZ Constellation Brands Inc. Class A | 0.16% | 6,673 | $1.2M | Reduce -17.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.16% | 10,114 | $1.2M | Reduce -16.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.15% | 17,850 | $1.2M | No change |
| FCX Freeport-McMoran Inc. | 0.15% | 30,322 | $1.1M | Reduce -1.4% |
| UNH Unitedhealth Group Inc. | 0.14% | 2,123 | $1.1M | Reduce -2.9% |
| LLY Eli Lilly & Co. | 0.14% | 1,260 | $1.0M | No change |
| AFL Aflac Inc. | 0.14% | 9,328 | $1.0M | Add +0.5% |
| ETN Eaton Corp. PLC | 0.13% | 3,748 | $1.0M | Add +117.5% |
| PM Philip Morris International | 0.13% | 6,345 | $1.0M | Add +0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.13% | 14,483 | $1.0M | Add +23.6% |
| GS Goldman Sachs Group Inc. | 0.13% | 1,837 | $1.0M | Add +19.4% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.4% | 15.26% | −1.36 |
| TLT iShares 20+ Year Treasury BD | Reduce -88.4% | 0.06% | −0.39 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 1.91% | −0.37 |
| MRK Merck & Co. Inc. | Reduce -69.3% | 0.07% | −0.17 |
| STZ Constellation Brands Inc. Class A | Reduce -17.0% | 0.16% | −0.06 |
| IEF iShares 7-10 Year Treasury B | Reduce -25.4% | 0.17% | −0.04 |
| FDX FedEx Corp. | Reduce -6.0% | 0.18% | −0.03 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.03 |
| ETHE Grayscale Ethereum Staking E | Sold out | 0.00% | −0.03 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.03 |
| BLOK Amplify Blockchain Tech ETF | Sold out | 0.00% | −0.03 |
| ILCB iShares Morningstar U.S. Equ | Sold out | 0.00% | −0.03 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.03 |
| TFLO iShares Treasury Floating Ra | Reduce -13.1% | 0.23% | −0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -30.9% | 0.06% | −0.02 |
| ADBE Adobe Inc. | Reduce -1.5% | 0.17% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -7.8% | 0.58% | −0.02 |
| HD Home Depot Inc. | Reduce -2.3% | 0.43% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -16.0% | 0.16% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -1.3% | 0.17% | −0.02 |
| HON Honeywell International Inc. | Reduce -2.4% | 0.31% | −0.02 |
| ZTS Zoetis Inc. | Reduce -9.9% | 0.27% | −0.02 |
| HYZD Wisdomtree Interest Rate Hed | Reduce -27.8% | 0.04% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -20.6% | 0.03% | −0.01 |
| NXST Nexstar Media Group Inc. | Reduce -25.0% | 0.09% | −0.01 |
| CLX Clorox Company | Reduce -2.1% | 0.13% | −0.01 |
| CAT Caterpillar Inc. | Reduce -0.4% | 0.16% | −0.01 |
| NKE Nike Inc. Class B | Reduce -0.6% | 0.07% | −0.01 |
| AN Autonation Inc. | Reduce -0.9% | 0.52% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.3% | 0.48% | −0.01 |
| AMD Advanced Micro Devices | Reduce -6.2% | 0.04% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -9.2% | 0.06% | −0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -19.9% | 0.03% | −0.01 |
| PEP Pepsico Inc. | Reduce -15.8% | 0.04% | −0.01 |
| INTU Intuit Inc. | Reduce -7.9% | 0.10% | −0.01 |
| TJX TJX Companies Inc. | Reduce -17.0% | 0.04% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -14.2% | 0.08% | −0.01 |
| SH Proshares Short S&P500 | Reduce -22.4% | 0.03% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -8.1% | 0.09% | −0.01 |
| AXP American Express Co. | Reduce -0.2% | 0.07% | −0.00 |
| UPS United Parcel Service Class B | Reduce -0.1% | 0.04% | −0.00 |
| URI United Rentals Inc. | Reduce -0.2% | 0.05% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -1.1% | 0.05% | −0.00 |
| RKT Rocket Cos Inc. Class A | Reduce -13.0% | 0.10% | −0.00 |
| ACN Accenture PLC Class A | Reduce -0.8% | 0.03% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -0.4% | 0.07% | −0.00 |
| HACK Amplify Cybersecurity ETF | Reduce -5.2% | 0.04% | −0.00 |
| TT Trane Technologies PLC | Reduce -0.8% | 0.03% | −0.00 |
| CSX CSX Corp. | Reduce -0.4% | 0.03% | −0.00 |
| BLK BlackRock Inc. | Reduce -0.9% | 0.03% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| VYM Vanguard High DVD Yield ETF | Add +3.4% | 10.15% | +0.80 |
| JAAA Janus Henderson Aaa Clo ETF | Add +156.1% | 0.74% | +0.46 |
| NRG NRG Energy Inc. | Add +386.7% | 0.30% | +0.24 |
| FPE FT-Preferred Secur & Inc. ETF | Add +8.9% | 2.12% | +0.24 |
| IEMG iShares Core MSCI Emerging | Add +7.7% | 1.56% | +0.21 |
| VRT Vertiv Holdings Co. Class A | Add +917.8% | 0.23% | +0.20 |
| GLD SPDR Gold Shares | Add +5.5% | 0.67% | +0.16 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +10.0% | 0.74% | +0.10 |
| CVX Chevron Corp. | Add +0.1% | 0.44% | +0.07 |
| ABBV Abbvie Inc. | Add +0.4% | 0.39% | +0.07 |
| NFLX Netflix Inc. | Add +10.3% | 0.41% | +0.07 |
| ETN Eaton Corp. PLC | Add +117.5% | 0.13% | +0.06 |
| SYK Stryker Corp. | Add +5.9% | 0.39% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.9% | 0.52% | +0.04 |
| MINT PIMCO Enhanced Short Maturit | Add +11.4% | 0.30% | +0.04 |
| META Meta Platforms Inc. Class A | Add +0.8% | 1.38% | +0.04 |
| PEG Public Service Enterprise GP | New | 0.04% | +0.04 |
| UCON First Trust Smith Unconstrai | New | 0.04% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.7% | 0.71% | +0.04 |
| AMGN Amgen Inc. | Add +0.1% | 0.19% | +0.04 |
| PM Philip Morris International | Add +0.1% | 0.13% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +2.1% | 2.80% | +0.04 |
| ED Consolidated Edison Inc. | New | 0.03% | +0.03 |
| AMLP Alerian MLP ETF | Add +3.2% | 0.22% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +6.6% | 5.57% | +0.03 |
| VRSK Verisk Analytics Inc. | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | New | 0.03% | +0.03 |
| IAU iShares Gold Trust | New | 0.03% | +0.03 |
| MO Altria Group Inc. | Add +0.1% | 0.17% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +42.9% | 0.09% | +0.03 |
| T AT&T Inc. | New | 0.03% | +0.03 |
| SCHD Schwab US DVD Equity ETF | New | 0.03% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +5.7% | 0.51% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.2% | 0.16% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +2.4% | 0.19% | +0.02 |
| FIXD First Trust Smith Opportunis | Add +5.3% | 0.20% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +19.4% | 0.13% | +0.02 |
| IBM Intl Business Machines Corp. | Add +17.1% | 0.07% | +0.02 |
| BX Blackstone Inc. | Add +48.3% | 0.08% | +0.02 |
| PH Parker Hannifin Corp. | Add +32.7% | 0.07% | +0.02 |
| AFL Aflac Inc. | Add +0.5% | 0.14% | +0.01 |
| VZ Verizon Communications Inc. | Add +5.9% | 0.06% | +0.01 |
| PGR Progressive Corp. | Add +0.5% | 0.06% | +0.01 |
| BND Vanguard Total Bond Market | Add +4.8% | 0.09% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.1% | 0.24% | +0.01 |
| MCO Moody's Corp. | Add +16.6% | 0.04% | +0.01 |
| GEV GE Vernova Inc. | Add +24.8% | 0.04% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +11.1% | 0.08% | +0.01 |
| PSX Phillips 66 | Add +4.0% | 0.04% | +0.01 |
| XLV SS Health Care Select Sector | Add +3.6% | 0.04% | +0.01 |
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 |