Hcr Wealth Advisors Top Holdings and 13F Report (2025) About Hcr Wealth AdvisorsInvestment ActivityHcr Wealth Advisors has $965.65 million in total holdings as of September 30, 2025.Hcr Wealth Advisors owns shares of 244 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 3.74% of the portfolio was purchased this quarter.About 0.77% of the portfolio was sold this quarter.This quarter, Hcr Wealth Advisors has purchased 237 new stocks and bought additional shares in 107 stocks.Hcr Wealth Advisors sold shares of 72 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $138,035,262Vanguard Growth ETF $104,854,330Vanguard High Dividend Yield ETF $89,895,424NVIDIA $56,689,946iShares Core S&P Small-Cap ETF $52,074,886 Largest New Holdings this Quarter 09581B103 - Blue Owl Capital $1,839,506 Holding74624M102 - Pure Storage $283,370 Holding389638107 - Grayscale Ethereum Trust (ETH) $255,427 Holding833445109 - Snowflake $247,515 Holding45168D104 - IDEXX Laboratories $229,450 Holding Largest Purchases this Quarter Broadcom 14,264 shares (about $4.82M)iShares Core S&P Small-Cap ETF 16,851 shares (about $2.01M)Apple 7,424 shares (about $1.91M)Blue Owl Capital 114,611 shares (about $1.84M)Vanguard Growth ETF 3,643 shares (about $1.76M) Largest Sales this Quarter AMETEK 7,410 shares (about $1.38M)Oracle 1,788 shares (about $516.34K)Nexstar Media Group 1,250 shares (about $248.29K)SPDR S&P 500 ETF Trust 322 shares (about $215.50K)Netflix 154 shares (about $179.03K) 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$138,035,262$1,908,935 ▲1.4%536,83014.3%Computer and TechnologyVUGVanguard Growth ETF$104,854,330$1,760,597 ▲1.7%216,96310.9%ETFVYMVanguard High Dividend Yield ETF$89,895,424$1,695,571 ▲1.9%637,9639.3%ETFNVDANVIDIA$56,689,946$141,101 ▲0.2%300,1215.9%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$52,074,886$2,014,370 ▲4.0%435,6275.4%ETFIVViShares Core S&P 500 ETF$27,799,655$952,950 ▲3.5%41,3372.9%ETFMSFTMicrosoft$24,152,841$39,712 ▼-0.2%46,8312.5%Computer and TechnologyGOOGLAlphabet$23,924,653$610,296 ▲2.6%97,3772.5%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$18,256,539$821,103 ▲4.7%997,6251.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$16,651,913$980,694 ▲6.3%249,4661.7%ETFAMEAMETEK$16,122,952$1,379,223 ▼-7.9%86,6221.7%Computer and TechnologyPANWPalo Alto Networks$14,646,395$397,670 ▲2.8%69,9781.5%Computer and TechnologyMETAMeta Platforms$14,197,481$233,389 ▲1.7%19,5271.5%Computer and TechnologyAMZNAmazon.com$11,695,207$54,713 ▲0.5%52,5841.2%Retail/WholesaleVVisa$11,612,457$568,411 ▲5.1%33,5661.2%Business ServicesJPMJPMorgan Chase & Co.$9,430,224$267,880 ▲2.9%30,6621.0%FinanceAVGOBroadcom$9,168,734$4,823,976 ▲111.0%27,1110.9%Computer and TechnologyBINCiShares Flexible Income Active ETF$8,672,272$1,521,737 ▲21.3%163,1660.9%ETFJAAAJanus Henderson AAA CLO ETF$7,850,554$1,126,393 ▲16.8%155,1790.8%ETFCOSTCostco Wholesale$7,666,384$340,137 ▲4.6%8,3620.8%Retail/WholesaleORCLOracle$7,486,090$516,342 ▼-6.5%25,9230.8%Computer and TechnologyQQQInvesco QQQ$6,818,195$360,415 ▲5.6%11,2560.7%FinanceAZOAutoZone$6,508,176$106,343 ▲1.7%1,5300.7%Retail/WholesaleGLDSPDR Gold Shares$6,484,142$20,578 ▲0.3%18,2760.7%FinanceSPYSPDR S&P 500 ETF Trust$6,327,155$215,501 ▼-3.3%9,4540.7%FinanceTSLATesla$6,301,666$134,727 ▼-2.1%14,4530.7%Auto/Tires/TrucksGOOGAlphabet$6,143,577$279,455 ▲4.8%24,9300.6%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$5,863,302$84,301 ▼-1.4%107,2490.6%ETFANAutoNation$5,674,916$141,296 ▲2.6%25,3430.6%Retail/WholesaleBRK.BBerkshire Hathaway$5,481,8990.0%11,0540.6%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$5,326,347$28,512 ▲0.5%165,5170.6%ETFVRTVertiv$5,261,557$257,493 ▲5.1%32,5510.5%Computer and TechnologyVOOVanguard S&P 500 ETF$4,835,267$182,115 ▲3.9%7,8590.5%ETFMSMorgan Stanley$4,697,972$88,524 ▲1.9%30,2500.5%FinanceSHYiShares 1-3 Year Treasury Bond ETF$4,498,119$50,769 ▲1.1%54,3120.5%ManufacturingXLUUtilities Select Sector SPDR Fund$4,483,576$95,713 ▼-2.1%51,0130.5%ETFTMOThermo Fisher Scientific$4,184,333$385,883 ▲10.2%7,9700.4%MedicalBABoeing$4,176,179$5,218 ▼-0.1%19,2070.4%AerospaceLHXL3Harris Technologies$3,943,436$306,781 ▲8.4%13,3170.4%AerospaceNFLXNetflix$3,847,974$179,030 ▼-4.4%3,3100.4%Consumer DiscretionaryICEIntercontinental Exchange$3,833,487$256,607 ▲7.2%23,8130.4%FinanceNRGNRG Energy$3,770,298$2,677 ▲0.1%22,5360.4%UtilitiesCOPConocoPhillips$3,542,046$133,068 ▲3.9%37,9310.4%EnergyWMTWalmart$3,532,549$8,136 ▲0.2%34,7350.4%Retail/WholesaleAWKAmerican Water Works$3,523,058$100,066 ▲2.9%25,9830.4%UtilitiesNOWServiceNow$3,431,077$467,791 ▲15.8%3,7700.4%Computer and TechnologyPWRQuanta Services$3,416,166$238,210 ▲7.5%8,1170.4%ConstructionBKLNInvesco Senior Loan ETF$3,373,848$206,272 ▲6.5%161,2730.3%ETFABBVAbbVie$3,328,106$57,487 ▼-1.7%14,0680.3%MedicalHDHome Depot$3,316,781$101,526 ▼-3.0%8,3960.3%Retail/WholesaleSYKStryker$3,190,061$70,719 ▲2.3%8,7060.3%MedicalCVXChevron$3,090,689$5,828 ▲0.2%20,1510.3%EnergyNEENextEra Energy$3,087,086$41,045 ▼-1.3%39,4860.3%UtilitiesCMECME Group$2,960,166$153,954 ▲5.5%11,1520.3%FinanceDELLDell Technologies$2,909,795$366,967 ▲14.4%19,7440.3%Computer and TechnologyBACBank of America$2,673,544$959 ▲0.0%52,9620.3%FinanceSBUXStarbucks$2,611,104$62,613 ▲2.5%30,1090.3%Retail/WholesaleTDGTransdigm Group$2,610,610$199,038 ▲8.3%2,0330.3%AerospaceHONHoneywell International$2,524,385$74,067 ▲3.0%11,9630.3%Multi-Sector ConglomeratesVTIVanguard Total Stock Market ETF$2,520,716$235,812 ▲10.3%7,6430.3%ETFiShares Bitcoin ETF$2,465,060$23,175 ▲0.9%35,8450.3%ETFCATCaterpillar$2,442,539$490,667 ▲25.1%4,9780.3%IndustrialsXOMExxon Mobil$2,385,306$78,349 ▲3.4%21,4330.2%EnergyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,308,823$66,224 ▲3.0%23,0100.2%ETFETNEaton$2,296,728$326,651 ▲16.6%6,0960.2%IndustrialsDISWalt Disney$2,235,703$15,924 ▲0.7%19,9360.2%Consumer DiscretionaryMAMastercard$2,167,750$9,239 ▼-0.4%3,7540.2%Business ServicesJNJJohnson & Johnson$2,163,602$249,410 ▲13.0%11,6330.2%MedicalSHYGiShares 0-5 Year High Yield Corporate Bond ETF$2,108,238$3,105 ▲0.1%48,8920.2%ETFALLAllstate$2,082,249$420 ▼0.0%9,9150.2%FinanceZTSZoetis$1,988,560$246,409 ▲14.1%13,5740.2%MedicalCSMProShares Large Cap Core Plus$1,976,4190.0%25,7140.2%ETFVEAVanguard FTSE Developed Markets ETF$1,884,438$65,705 ▲3.6%31,1470.2%ETFOWLBlue Owl Capital$1,839,506$1,839,506 ▲New Holding114,6110.2%FinanceIYWiShares U.S. Technology ETF$1,832,0130.0%9,2290.2%ManufacturingJCIJohnson Controls International$1,761,052$435 ▼0.0%16,2070.2%ConstructionGrayscale Bitcoin TR BTC$1,643,4280.0%17,3120.2%FundFIXDFirst Trust TCW Opportunistic Fixed Income ETF$1,608,186$32,647 ▲2.1%36,0580.2%ManufacturingIEFAiShares Core MSCI EAFE ETF$1,586,269$15,409 ▼-1.0%18,0150.2%ETFMCDMcDonald's$1,576,976$5,698 ▼-0.4%5,2580.2%Retail/WholesaleAMLPAlerian MLP ETF$1,528,614$18,275 ▲1.2%32,7880.2%ETFGSThe Goldman Sachs Group$1,528,364$38,969 ▼-2.5%1,9610.2%FinanceIEIiShares 3-7 Year Treasury Bond ETF$1,483,721$250,992 ▲20.4%12,4140.2%ETFPGProcter & Gamble$1,451,702$15,662 ▼-1.1%9,5470.2%Consumer StaplesAMGNAmgen$1,428,1140.0%4,8020.1%MedicalVGTVanguard Information Technology ETF$1,412,101$33,369 ▲2.4%1,8620.1%ETFFCXFreeport-McMoRan$1,377,322$184,866 ▲15.5%35,4340.1%Basic MaterialsXLKTechnology Select Sector SPDR Fund$1,372,709$4,292 ▼-0.3%4,7970.1%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$1,370,088$616,588 ▲81.8%54,2180.1%ETFMOAltria Group$1,330,756$68,251 ▼-4.9%20,2390.1%Consumer StaplesFDXFedEx$1,325,071$27,868 ▼-2.1%5,4680.1%TransportationIEFiShares 7-10 Year Treasury Bond ETF$1,320,385$12,557 ▼-0.9%13,6700.1%ETFCMFiShares California Muni Bond ETF$1,304,783$61,755 ▼-4.5%22,9030.1%ETFRTXRTX$1,281,044$471,288 ▲58.2%7,6870.1%AerospaceRKTRocket Companies$1,264,101$47,101 ▲3.9%68,8130.1%FinanceSCHWCharles Schwab$1,255,238$45,889 ▲3.8%13,5400.1%FinancePFFiShares Preferred and Income Securities ETF$1,223,921$66,411 ▼-5.1%38,5730.1%ETFADBEAdobe$1,158,478$46,747 ▼-3.9%3,2960.1%Computer and TechnologyIWMiShares Russell 2000 ETF$1,149,703$10,738 ▼-0.9%4,7110.1%FinanceBXBlackstone$1,117,293$129,271 ▲13.1%6,7070.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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