Latest HCR Wealth Advisors Stock Portfolio

HCR Wealth Advisors Performance:

2025 Q3: 7.71%YTD: 9.16%2024: 14.72%

Performance for 2025 Q3 is 7.71%, and YTD is 9.16%, and 2024 is 14.72%.

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 $965.7 Millions as of 30 Sep, 2025.

The top stock holdings of HCR Wealth Advisors are AAPL, VB, VIGI. The fund has invested 14.3% of it's portfolio in APPLE INC and 10.9% of portfolio in VANGUARD GROWTH INDEX FUND ETF.

The fund managers got completely rid off US BANCORP (USB), BRISTOL-MYERS SQUIBB (BMY) and DEERE & CO (DE) stocks. They significantly reduced their stock positions in NEXSTAR MEDIA GROUP INC COM CL A (NXST), ISHARES TIPS BOND ETF (IJR) and SPDR S&P MIDCAP 400 ETF (MDY). HCR Wealth Advisors opened new stock positions in BLUE OWL CAP INC CLASS A (OWL), PURE STORAGE INC (PSTG) and GRAYSCALE ETHEREUM TR ET. The fund showed a lot of confidence in some stocks as they added substantially to MOBIX LABS INC CLASS A, BROADCOM INC (AVGO) and SCHWAB US LARGE CAP ETF (FNDA).

HCR Wealth Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that HCR Wealth Advisors made a return of 7.71% in the last quarter. In trailing 12 months, it's portfolio return was 11.1%.

New Buys

Ticker	$ Bought
blue owl cap inc class a	1,839,510
pure storage inc	283,370
grayscale ethereum tr et	255,427
snowflake inc class a	247,515
idexx labs inc	229,450
invsc s p 500 equal weight etf	227,973
spdr gold minishares etv	226,212
applovin corp class a	220,815

New stocks bought by HCR Wealth Advisors

Additions

Ticker	% Inc.
mobix labs inc class a	200
broadcom inc	111
schwab us large cap etf	101
first trust tcw unconstrained plus bond etf	81.83
rtx corp	58.2
cadiz inc	52.8
lockheed martin corp	50.51
invesco aerospace & defense etf	44.07

Additions to existing portfolio by HCR Wealth Advisors

Reductions

Ticker	% Reduced
nexstar media group inc com cl a	-33.33
ishares tips bond etf	-27.04
ishares select dividend etf	-14.82
spdr s&p midcap 400 etf	-13.86
crowdstrike hldgs inc class a	-13.14
shopify inc f class a	-11.08
ishares treasury floating rate b etf	-10.66
clorox co com	-10.54

HCR Wealth Advisors reduced stake in above stock

Sold off

Ticker	$ Sold
us bancorp	-910,898
snap inc class a	-107,147
bristol-myers squibb	-493,996
proshares short qqq etf	-262,548
at&t	-206,892
chipotle mexican grl	-227,856
spdr fund consumer staples etf	-211,007
accenture plc f class a	-223,270

HCR Wealth Advisors got rid off the above stocks

Sector Distribution

HCR Wealth Advisors has about 45.7% of it's holdings in Others sector.

Sector	%
Others	45.7
Technology	27.3
Industrials	5.3
Financial Services	5.3
Communication Services	5.3
Consumer Cyclical	4.1
Healthcare	2.2
Consumer Defensive	2
Utilities	1.4

Market Cap. Distribution

HCR Wealth Advisors has about 52.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	45.7
MEGA-CAP	37.7
LARGE-CAP	15.1
MID-CAP	1.1

Stocks belong to which Index?

About 51.7% of the stocks held by HCR Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	51.7
Others	47.9

Top 5 Winners (%)		%
EDIT	editas medicine incorpor	76.8 %
ALNY	alnylam pharmaceutl	41.4 %
GOOG	alphabet inc	38.0 %
TSLA	tesla motors	37.3 %
GOOG	alphabet inc. class c	36.5 %

Top 5 Winners ($)		$
AAPL	apple inc	27.5 M
NVDA	nvidia corp	9.3 M
GOOG	alphabet inc	6.6 M
IJR	ishares core s&p small-cap etf	4.3 M
IJR	ishares core s&p 500 etf	2.1 M

Top 5 Losers (%)		%
CARR	carrier global corp	-18.9 %
MGNI	magnite inc	-16.6 %
ISRG	intuitive surgical	-15.5 %
UPS	united parcel srvc class b	-15.3 %
TDG	transdigm group	-14.5 %

Top 5 Losers ($)		$
NFLX	netflix inc	-0.6 M
COST	costco wholesale	-0.6 M
ICE	intercontinental exchange inc	-0.5 M
TDG	transdigm group	-0.4 M
NOW	servicenow inc	-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 244 stocks in it's portfolio. About 57.2% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for HCR Wealth Advisors last quarter.

Last Reported on: 03 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	14.29	536,830	138,035,000	added	1.4

AAXJ	ishares 3-7 year treasury bond etf	0.15	12,414	1,483,720	added	20.36

AAXJ	ishares california muni bond etf	0.14	22,903	1,304,780	reduced	-4.52

AAXJ	ishares preferred income sec etf iv	0.13	38,573	1,223,920	reduced	-5.15

AAXJ	ishares jp morgan usd emerging marke	0.05	4,722	449,392	unchanged	0.00

AAXJ	ishares us aerospace defense etf	0.04	2,069	433,207	reduced	-6.72

AAXJ	ishares short term ntnl mun bnd etf	0.04	4,000	426,560	unchanged	0.00

AAXJ	ishares msci usa esg select etf	0.04	2,550	348,100	added	0.87

ABBV	abbvie inc com	0.34	14,068	3,328,110	reduced	-1.7

ACES	alps alerian mlp etf	0.16	32,788	1,528,610	added	1.21

ACN	accenture plc f class a	0.00	0.00	0.00	sold off	-100

ACVF	t rex 2x inverse nvidia daily etf	0.00	10,185	9,197	unchanged	0.00

ACWF	ishares high yield corporat bond etf	0.22	48,892	2,108,240	added	0.15

ACWF	ishares treasury floating rate b etf	0.10	19,285	972,542	reduced	-10.66

ADBE	adobe inc	0.12	3,296	1,158,480	reduced	-3.88

AEE	ameren corp	0.03	3,069	315,861	reduced	-0.07

AFK	vaneck gold miners etf	0.04	5,300	408,630	reduced	-10.02

AFL	aflac inc	0.11	9,421	1,042,030	added	0.47

AFLG	first trust tcw opportunistic fixed income etf	0.17	36,058	1,608,190	added	2.07

AFLG	first trust tcw unconstrained plus bond etf	0.14	54,218	1,370,090	added	81.83