HCR Wealth Advisors
Q3 2025 13F Holdings
- Locationlos angeles, CA
- Num holdings
244
- Value ($000)
$965,655
- Date Filed10/03/2025
- Form type13F-HR
- CIK0001697715
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc | COMMON STOCK | 037833100 | $138.04 M | 14 % | 536,830 | ||
VUG Vanguard Growth Index Fund ETF | ETF | 922908736 | $104.85 M | 11 % | 216,963 | ||
VYM Vanguard High Dividend Yield Index Fund ETF | ETF | 921946406 | $89.90 M | 9 % | 637,963 | ||
NVDA Nvidia Corp | COMMON STOCK | 67066G104 | $56.69 M | 6 % | 300,121 | ||
IJR iShares Core S&P Small-Cap ETF | ETF | 464287804 | $52.07 M | 5 % | 435,627 | ||
IVV iShares Core S&P 500 ETF | ETF | 464287200 | $27.80 M | 3 % | 41,337 | ||
MSFT Microsoft | COMMON STOCK | 594918104 | $24.15 M | 3 % | 46,831 | ||
GOOGL Alphabet Inc | COMMON STOCK | 02079K305 | $23.92 M | 3 % | 97,377 | ||
FPE First Trust Preferred Securities and Income ETF | ETF | 33739E108 | $18.26 M | 2 % | 997,625 | ||
IEMG iShares Core MSCI Emerging ETF | ETF | 46434G103 | $16.65 M | 2 % | 249,466 |
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