HCR Wealth Advisors

Q1 2025 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    230

  • Value ($000)

    $768,144

  • Date Filed
    04/21/2025
  • Form type
    13F-HR
  • CIK
    0001697715
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

Apple Inc

COMMON STOCK
037833100
$117.21M
15 %

527,656

VYM
VYM

Vanguard High Dividend Yield Index Fund ETF

ETF
921946406
$77.95M
10 %

604,437

VUG
VUG

Vanguard Growth Index Fund ETF

ETF
922908736
$76.99M
10 %

207,621

IJR
IJR

iShares Core S&P Small-Cap ETF

ETF
464287804
$42.81M
6 %

409,410

NVDA
NVDA

Nvidia Corp

COMMON STOCK
67066G104
$31.50M
4 %

290,676

IVV
IVV

iShares Core S&P 500 ETF

ETF
464287200
$21.49M
3 %

38,241

MSFT
MSFT

Microsoft

COMMON STOCK
594918104
$17.58M
2 %

46,834

FPE
FPE

First Trust Preferred Securities and Income ETF

ETF
33739E108
$16.31M
2 %

927,396

AME
AME

Ametek Inc

COMMON STOCK
031100100
$16.30M
2 %

94,672

GOOGL
GOOGL

Alphabet Inc

COMMON STOCK
02079K305
$14.65M
2 %

94,748

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