Latest HCR Wealth Advisors Stock Portfolio

HCR Wealth Advisors Performance:

2025 Q2: 6.63%YTD: 1.3%2024: 13.51%

Performance for 2025 Q2 is 6.63%, and YTD is 1.3%, and 2024 is 13.51%.

About HCR Wealth Advisors and 13F Hedge Fund Stock Holdings

HCR Wealth Advisors is a hedge fund based in LOS ANGELES, CA. On 07-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.4 Billions. In it's latest 13F Holdings report, HCR Wealth Advisors reported an equity portfolio of $849.7 Millions as of 30 Jun, 2025.

The top stock holdings of HCR Wealth Advisors are AAPL, VB, VIGI. The fund has invested 12.8% of it's portfolio in APPLE INC and 11% of portfolio in VANGUARD GROWTH INDEX FUND ETF.

The fund managers got completely rid off DISCOVER FINL S (DFS), WISDOMTREE INT RT HDG HGH YLD ETF (AGZD) and GLOBAL X URANIUM ETF (AGNG) stocks. They significantly reduced their stock positions in CADIZ INC (CDZI), SNAP INC CLASS A (SNAP) and TAIWAN SEMICONDUCTR F SPONSORED ADR (TSM). HCR Wealth Advisors opened new stock positions in CAPITAL ONE FC (COF), SCHWAB US LARGE CAP ETF (FNDA) and GRAYSCALE BITCOIN MINI TRUST ETF. The fund showed a lot of confidence in some stocks as they added substantially to FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (AFLG), AMPLIFY CYBERSECURITY ETF (AMLX) and RIVIAN AUTOMOTIVE INC CLASS A (RIVN).

HCR Wealth Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that HCR Wealth Advisors made a return of 6.63% in the last quarter. In trailing 12 months, it's portfolio return was 6.53%.

New Buys

Ticker	$ Bought
capital one fc	719,281
schwab us large cap etf	330,453
grayscale bitcoin mini trust etf	326,466
amplify trnsfrmtnl data shrng etf	286,406
proshares short qqq etf	262,548
vanguard small cap etf iv	243,599
crowdstrike hldgs inc class a	240,394
ishares morningstar us equity etf	217,538

New stocks bought by HCR Wealth Advisors

Additions

Ticker	% Inc.
first trust tcw unconstrained plus bond etf	147
amplify cybersecurity etf	76.28
rivian automotive inc class a	49.55
spdr nuven blm sht tm mpl bnd etf	45.45
eaton corp plc f	39.51
blackstone inc	33.91
ishares msci emerging markets etf	29.64
vanguard total bond market etf	29.43

Additions to existing portfolio by HCR Wealth Advisors

Reductions

Ticker	% Reduced
cadiz inc	-91.99
snap inc class a	-51.49
taiwan semiconductr f sponsored adr	-43.46
ishares treasury floating rate b etf	-37.32
mccormick &company	-37.26
merck &co. inc com	-33.85
vaneck gold miners etf	-31.51
clorox co com	-29.31

HCR Wealth Advisors reduced stake in above stock

Sold off

Ticker	$ Sold
wisdomtree int rt hdg hgh yld etf	-284,570
global x uranium etf	-283,864
proshares short s&p 500 etf	-232,246
discover finl s	-545,898
universal display co	-278,960
fiserv inc	-219,063
verisk analytics inc class a	-221,131
blackrock inc new	-213,904

HCR Wealth Advisors got rid off the above stocks

Sector Distribution

HCR Wealth Advisors has about 46.8% of it's holdings in Others sector.

Sector	%
Others	46.8
Technology	25.2
Financial Services	5.7
Industrials	5.6
Communication Services	5.2
Consumer Cyclical	4.2
Consumer Defensive	2.3
Healthcare	2.2
Utilities	1.5

Market Cap. Distribution

HCR Wealth Advisors has about 52% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	46.8
MEGA-CAP	35.7
LARGE-CAP	16.3

Stocks belong to which Index?

About 51% of the stocks held by HCR Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	51
Others	48.6

Top 5 Winners (%)		%
AMPS	ishares core high (dividend etf)	1035.3 %
MGNI	magnite inc	111.4 %
EDIT	editas medicine incorpor	89.7 %
NRG	nrg energy inc	67.7 %
AVGO	broadcom inc	63.1 %

Top 5 Winners ($)		$
NVDA	nvidia corp	14.7 M
MSFT	microsoft	5.7 M
AMPS	ishares core high (dividend etf)	5.3 M
META	meta platforms inc	3.1 M
PANW	palo alto networks	2.3 M

Top 5 Losers (%)		%
UNH	unitedhealth group	-40.4 %
BMY	bristol-myers squibb	-23.4 %
KW	kennedy wilson hldgs	-21.7 %
TMO	thermo fisher	-18.5 %
CLX	clorox co com	-15.5 %

Top 5 Losers ($)		$
AAPL	apple inc	-8.9 M
TMO	thermo fisher	-0.7 M
COP	conocophillips com	-0.5 M
CVX	chevron corp.	-0.5 M
UNH	unitedhealth group	-0.4 M

HCR Wealth Advisors Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of HCR Wealth Advisors

HCR Wealth Advisors has 237 stocks in it's portfolio. About 56.2% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for HCR Wealth Advisors last quarter.

Last Reported on: 17 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AAPL	apple inc	12.78	529,406	108,618,000	added	0.33
Historical Trend of APPLE INC Position Held By HCR Wealth Advisors What % of Portfolio is AAPL?: Number of AAPL shares held: Change in No. of Shares Held:
	VB	vanguard growth index fund etf	11.01	213,320	93,519,600	added	2.74

	VIGI	vanguard high dividend yield index fund etf	9.82	625,930	83,442,900	added	3.56

	NVDA	nvidia corp	5.57	299,374	47,298,100	added	2.99

	IJR	ishares core s&p small-cap etf	5.39	418,776	45,768,000	added	2.29

	IJR	ishares core s&p 500 etf	2.92	39,920	24,786,800	added	4.39

	MSFT	microsoft	2.75	46,908	23,332,900	added	0.16

	AME	ametek inc	2.00	94,032	17,016,000	reduced	-0.68

	FPE	first trust preferred securities and income etf	2.00	952,756	16,959,100	added	2.73

	GOOG	alphabet inc	1.97	94,893	16,723,100	added	0.15

	META	meta platforms inc	1.67	19,206	14,175,900	added	4.68

	EMGF	ishares core msci emerging etf	1.66	234,774	14,093,500	added	5.42

	PANW	palo alto networks	1.64	68,078	13,931,500	unchanged	0.00

	AMZN	amazon.com inc	1.35	52,338	11,482,400	added	1.95

	V	visa inc	1.33	31,923	11,334,400	reduced	-0.62

	JPM	jpmorgan chase & co	1.02	29,791	8,636,980	reduced	-0.72

	COST	costco wholesale	0.93	7,991	7,910,850	added	1.42

	HYMU	blackrock flexible income etf	0.84	134,535	7,108,840	added	23.76

	JAAA	janus henderson aaa clo etf iv	0.79	132,914	6,745,430	added	18.61

	ORCL	oracle corp	0.71	27,711	6,058,640	added	4.71