HCR Wealth Advisors 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HW HCR Wealth Advisors | Institutional Filer | ▼ 4.49% | $964.4M | 241 |
Current Portfolio Holdings
Showing all 241 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 511K | $129.7M | 13.45% |
| 2 | VUG | Vanguard Growth Index Fund ETF | — | 222K | $96.8M | 10.04% |
| 3 | VYM | Vanguard High Dividend Yield Index Fund ETF | — | 646K | $95.7M | 9.92% |
| 4 | NVDA | NVIDIA Corporation | Technology | 305K | $53.1M | 5.51% |
| 5 | VXF | Vanguard Extended Market ETF S &P Compl | — | 182K | $37.4M | 3.88% |
| 6 | IVV | iShares Core S&P 500 ETF | — | 51K | $33.1M | 3.43% |
| 7 | GOOGL | Alphabet Inc. | Technology | 95K | $27.3M | 2.83% |
| 8 | IEMG | iShares Core MSCI Emerging ETF | — | 264K | $18.4M | 1.91% |
| 9 | FPE | First Trust Preferred Securities and Income ETF | — | 999K | $17.7M | 1.84% |
| 10 | MSFT | Microsoft Corporation | Technology | 48K | $17.6M | 1.83% |
| 11 | IJR | iShares Core S&P Small-Cap ETF | — | 129K | $16.1M | 1.67% |
| 12 | AME | AMETEK, Inc. | Industrials | 68K | $14.7M | 1.52% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 56K | $11.7M | 1.22% |
| 14 | PANW | Palo Alto Networks, Inc. | Technology | 72K | $11.5M | 1.19% |
| 15 | META | Meta Platforms, Inc. | Technology | 20K | $11.5M | 1.19% |
Showing 1 to 15 of 241 holdings