HCR Wealth Advisors

Q2 2025 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    237

  • Value ($000)

    $849,696

  • Date Filed
    07/17/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

Apple Inc

COMMON STOCK
037833100
$108.62M
13 %

529,406

VUG
VUG

Vanguard Growth Index Fund ETF

ETF
922908736
$93.52M
11 %

213,320

VYM
VYM

Vanguard High Dividend Yield Index Fund ETF

ETF
921946406
$83.44M
10 %

625,930

NVDA
NVDA

Nvidia Corp

COMMON STOCK
67066G104
$47.30M
6 %

299,374

IJR
IJR

iShares Core S&P Small-Cap ETF

ETF
464287804
$45.77M
5 %

418,776

IVV
IVV

iShares Core S&P 500 ETF

ETF
464287200
$24.79M
3 %

39,920

MSFT
MSFT

Microsoft

COMMON STOCK
594918104
$23.33M
3 %

46,908

AME
AME

Ametek Inc

COMMON STOCK
031100100
$17.02M
2 %

94,032

FPE
FPE

First Trust Preferred Securities and Income ETF

ETF
33739E108
$16.96M
2 %

952,756

GOOGL
GOOGL

Alphabet Inc

COMMON STOCK
02079K305
$16.72M
2 %

94,893

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 237