Hcr Wealth Advisors Top Holdings and 13F Report (2024) → Wall Street Legend Warns: 'A Strange Day Is Coming to America' (From Chaikin Analytics) (Ad) About Hcr Wealth AdvisorsInvestment ActivityHcr Wealth Advisors has $659.41 million in total holdings as of March 31, 2024.Hcr Wealth Advisors owns shares of 223 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 3.45% of the portfolio was purchased this quarter.About 4.40% of the portfolio was sold this quarter.This quarter, Hcr Wealth Advisors has purchased 205 new stocks and bought additional shares in 51 stocks.Hcr Wealth Advisors sold shares of 103 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $92,487,231Vanguard High Dividend Yield ETF $66,287,118Vanguard Growth ETF $65,316,840iShares Core S&P Small-Cap ETF $40,595,153NVIDIA $22,063,148 Largest New Holdings this Quarter Grayscale Bitcoin TR BTC $1,741,912 HoldingAdobe $1,621,784 HoldingJabil $1,107,903 HoldingNovo Nordisk A/S $946,179 HoldingQuanta Services $913,197 Holding Largest Purchases this Quarter NVIDIA 4,792 shares (about $4.33M)Grayscale Bitcoin TR BTC 27,575 shares (about $1.74M)Adobe 3,214 shares (about $1.62M)Walmart 23,344 shares (about $1.40M)Jabil 8,271 shares (about $1.11M) Largest Sales this Quarter Microsoft 11,637 shares (about $4.90M)Vanguard Growth ETF 5,677 shares (about $1.95M)Berkshire Hathaway 4,337 shares (about $1.82M)Costco Wholesale 2,317 shares (about $1.70M)AMETEK 6,150 shares (about $1.12M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHcr Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$92,487,231$832,021 ▼-0.9%539,34714.0%Computer and TechnologyVYMVanguard High Dividend Yield ETF$66,287,118$1,080,079 ▼-1.6%547,87210.1%ETFVUGVanguard Growth ETF$65,316,840$1,954,026 ▼-2.9%189,7649.9%ETFIJRiShares Core S&P Small-Cap ETF$40,595,153$1,049,389 ▼-2.5%367,3106.2%ETFNVDANVIDIA$22,063,148$4,329,863 ▲24.4%24,4183.3%Computer and TechnologyAMEAMETEK$20,552,838$1,124,835 ▼-5.2%112,3723.1%Computer and TechnologyMSFTMicrosoft$19,436,210$4,895,971 ▼-20.1%46,1972.9%Computer and TechnologyIVViShares Core S&P 500 ETF$17,644,777$647,182 ▼-3.5%33,5622.7%ETFFPEFirst Trust Preferred Securities and Income ETF$15,269,080$737,036 ▼-4.6%881,5862.3%ETFGOOGLAlphabet$14,403,551$426,830 ▼-2.9%95,4322.2%Computer and TechnologyPANWPalo Alto Networks$9,665,534$1,989 ▼0.0%34,0181.5%Computer and TechnologyVVisa$8,863,363$44,374 ▼-0.5%31,7591.3%Business ServicesAMZNAmazon.com$8,811,923$461,953 ▲5.5%48,8521.3%Retail/WholesaleMETAMeta Platforms$8,750,957$275,820 ▼-3.1%18,0211.3%Computer and TechnologySCHPSchwab U.S. TIPS ETF$6,074,193$83,560 ▼-1.4%116,4530.9%ETFCOSTCostco Wholesale$5,959,344$1,697,541 ▼-22.2%8,1340.9%Retail/WholesaleJPMJPMorgan Chase & Co.$5,910,118$129,195 ▲2.2%29,5060.9%FinanceAZOAutoZone$4,998,516$330,923 ▼-6.2%1,5860.8%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$4,991,033$314,199 ▼-5.9%61,0300.8%ManufacturingVWOVanguard FTSE Emerging Markets ETF$4,860,315$266,200 ▼-5.2%116,3590.7%ETFBRK.BBerkshire Hathaway$4,612,263$1,823,795 ▼-28.3%10,9680.7%FinanceCOPConocoPhillips$4,434,199$13,237 ▲0.3%34,8380.7%Oils/EnergyQQQInvesco QQQ$4,370,713$6,217 ▲0.1%9,8430.7%FinanceTLTiShares 20+ Year Treasury Bond ETF$4,365,672$57,907 ▼-1.3%46,1390.7%ETFANAutoNation$4,082,457$49,178 ▼-1.2%24,6550.6%Retail/WholesaleTMOThermo Fisher Scientific$3,927,569$37,201 ▲1.0%6,7570.6%MedicalBABoeing$3,873,310$193 ▼0.0%20,0700.6%AerospaceSCHGSchwab U.S. Large-Cap Growth ETF$3,791,179$11,590 ▲0.3%40,8880.6%ETFGOOGAlphabet$3,440,314$9,136 ▼-0.3%22,5950.5%Computer and TechnologyCVXChevron$3,394,878$63,099 ▲1.9%21,5210.5%Oils/EnergyAWKAmerican Water Works$3,313,232$29,454 ▼-0.9%27,1100.5%UtilitiesSPYSPDR S&P 500 ETF Trust$3,281,909$20,924 ▲0.6%6,2740.5%FinanceBKLNInvesco Senior Loan ETF$3,223,938$11,907 ▼-0.4%152,4320.5%ETFORCLOracle$3,211,571$144,707 ▼-4.3%25,5670.5%Computer and TechnologyGLDSPDR Gold Shares$3,201,208$3,086 ▼-0.1%15,5610.5%FinanceHDHome Depot$3,189,982$257,040 ▲8.8%8,3150.5%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$3,178,280$24,422 ▼-0.8%48,4120.5%ETFICEIntercontinental Exchange$3,086,382$18,141 ▼-0.6%22,4570.5%FinanceSBUXStarbucks$3,043,789$1,013,439 ▼-25.0%33,3050.5%Retail/WholesaleMRKMerck & Co., Inc.$2,763,956$127,464 ▲4.8%20,9470.4%MedicalTSLATesla$2,608,084$158,039 ▼-5.7%14,8360.4%Auto/Tires/TrucksABBVAbbVie$2,602,006$59,186 ▼-2.2%14,2880.4%MedicalLHXL3Harris Technologies$2,551,744$33,884 ▲1.3%11,9740.4%AerospaceNEENextEra Energy$2,485,032$18,214 ▼-0.7%38,8830.4%UtilitiesDISWalt Disney$2,408,235$480,277 ▼-16.6%19,6810.4%Consumer DiscretionaryXOMExxon Mobil$2,406,316$1,279 ▲0.1%20,7010.4%Oils/EnergyMSMorgan Stanley$2,388,903$15,348 ▼-0.6%25,3700.4%FinanceNOWServiceNow$2,387,074$188,313 ▼-7.3%3,1310.4%Computer and TechnologySTZConstellation Brands$2,354,569$42,667 ▼-1.8%8,6640.4%Consumer StaplesZTSZoetis$2,321,883$28,768 ▲1.3%13,7210.4%MedicalFCXFreeport-McMoRan$2,316,536$162,595 ▼-6.6%49,2670.4%Basic MaterialsHONHoneywell International$2,301,265$80,048 ▼-3.4%11,2120.3%Multi-Sector ConglomeratesTGTTarget$2,285,964$51,039 ▼-2.2%12,8990.3%Retail/WholesaleSHYGiShares 0-5 Year High Yield Corporate Bond ETF$2,157,853$4,681 ▼-0.2%50,7130.3%ETFCMECME Group$2,148,858$22,391 ▲1.1%9,9810.3%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,132,855$33,681 ▼-1.6%21,2140.3%ETFWMTWalmart$2,105,928$1,404,634 ▲200.3%34,9990.3%Retail/WholesaleFIXDFirst Trust TCW Opportunistic Fixed Income ETF$2,042,572$504,670 ▼-19.8%46,8480.3%ManufacturingBACBank of America$2,040,166$108,301 ▲5.6%53,8010.3%FinanceMAMastercard$1,850,630$31,791 ▼-1.7%3,8420.3%Business ServicesNFLXNetflix$1,849,319$32,796 ▼-1.7%3,0450.3%Consumer DiscretionaryIBBiShares Biotechnology ETF$1,834,665$99,349 ▼-5.1%13,3700.3%FinanceTFLOiShares Treasury Floating Rate Bond ETF$1,782,260$31,935 ▼-1.8%35,1600.3%ETFFDXFedEx$1,777,586$79,100 ▼-4.3%6,1350.3%TransportationGrayscale Bitcoin TR BTC$1,741,912$1,741,912 ▲New Holding27,5750.3%FundJNJJohnson & Johnson$1,727,332$120,228 ▼-6.5%10,9190.3%MedicalALLAllstate$1,716,0860.0%9,9190.3%FinanceADBEAdobe$1,621,784$1,621,784 ▲New Holding3,2140.2%Computer and TechnologyMCDMcDonald's$1,606,129$38,913 ▼-2.4%5,6960.2%Retail/WholesaleIEFiShares 7-10 Year Treasury Bond ETF$1,537,751$66,262 ▲4.5%16,2450.2%ETFCATCaterpillar$1,421,297$73,301 ▲5.4%3,8780.2%Industrial ProductsIEIiShares 3-7 Year Treasury Bond ETF$1,398,984$177,189 ▲14.5%12,0800.2%ETFPGProcter & Gamble$1,392,646$170,045 ▼-10.9%8,5830.2%Consumer StaplesCMFiShares California Muni Bond ETF$1,348,737$79,175 ▼-5.5%23,4400.2%ETFAMGNAmgen$1,310,430$14,216 ▼-1.1%4,6090.2%MedicalPFFiShares Preferred and Income Securities ETF$1,309,276$7,510 ▼-0.6%40,6220.2%ETFIYWiShares U.S. Technology ETF$1,303,409$12,291 ▼-0.9%9,6500.2%ManufacturingVEAVanguard FTSE Developed Markets ETF$1,300,205$120,157 ▼-8.5%25,9160.2%ETFDEDeere & Company$1,276,214$313,816 ▼-19.7%3,1070.2%Industrial ProductsLLYEli Lilly and Company$1,225,753$244,372 ▲24.9%1,5750.2%MedicalCLXClorox$1,220,999$228,765 ▼-15.8%7,9740.2%Consumer StaplesAMLPAlerian MLP ETF$1,210,312$111,202 ▼-8.4%25,5010.2%ETFCHDChurch & Dwight$1,169,523$104 ▲0.0%11,2120.2%Consumer StaplesRKTRocket Companies$1,145,550$35,458 ▲3.2%78,7320.2%Business ServicesJAAAJanus Henderson AAA CLO ETF$1,117,240$912,343 ▲445.3%22,0180.2%ETFJBLJabil$1,107,903$1,107,903 ▲New Holding8,2710.2%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,084,158$378,216 ▼-25.9%11,8100.2%ETFIEFAiShares Core MSCI EAFE ETF$1,066,674$137,611 ▼-11.4%14,3710.2%ETFJCIJohnson Controls International$1,059,8170.0%16,2250.2%Industrial ProductsUNHUnitedHealth Group$1,048,764$5,442 ▲0.5%2,1200.2%MedicalXLEEnergy Select Sector SPDR Fund$1,046,986$94,039 ▲9.9%11,0890.2%ETFSCHWCharles Schwab$1,040,495$112,926 ▲12.2%14,3830.2%FinanceXLKTechnology Select Sector SPDR Fund$1,006,152$5,207 ▼-0.5%4,8310.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,005,179$31,580 ▼-3.0%19,4800.2%ETFPIMCO Active Bond ETF$966,3670.0%10,5200.1%ETFUSBU.S. Bancorp$957,874$30,397 ▼-3.1%21,4280.1%FinanceMGMMGM Resorts International$955,1520.0%20,2320.1%Consumer DiscretionaryAVGOBroadcom$948,510$574,412 ▲153.5%7150.1%Computer and TechnologyNVONovo Nordisk A/S$946,179$946,179 ▲New Holding7,3690.1%MedicalMOAltria Group$926,421$5,583 ▲0.6%21,2380.1%Consumer StaplesShowing largest 100 holdings. 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