HCR Wealth Advisors
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationlos angeles, CA
- CIK0001697715
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
228 | $798.18M | AAPL, VUG, VYM, IJR | 13F-HR | Jan 14, 2025 | 000169771525000001 | ||
229 | $764.16M | AAPL, VUG, VYM, IJR | 13F-HR | Oct 10, 2024 | 000169771524000006 | ||
220 | $699.75M | AAPL, VUG, VYM, IJR | 13F-HR | Aug 7, 2024 | 000169771524000005 | ||
223 | $659.41M | AAPL, VYM, VUG, IJR | 13F-HR | May 10, 2024 | 000169771524000003 | ||
205 | $633.08M | AAPL, VYM, VUG, IJR | 13F-HR | Feb 9, 2024 | 000169771524000001 | ||
170 | $456.09M | AAPL, VYM, VUG, IJR | 13F-HR | Oct 20, 2023 | 000139834423019509 | ||
179 | $539.96M | AAPL, VYM, VUG, IJR | 13F-HR | Aug 10, 2023 | 000139834423014448 | ||
175 | $505.23M | AAPL, VYM, VUG, IJR | 13F-HR | May 12, 2023 | 000139834423009625 | ||
178 | $476.49M | AAPL, VYM, VUG, IJR | 13F-HR | Feb 13, 2023 | 000139834423002932 | ||
168 | $470.61M | AAPL, VYM, VUG, IJR | 13F-HR | Nov 7, 2022 | 000139834422021516 | ||
177 | $498.18M | AAPL, VYM, VUG, IJR | 13F-HR | Aug 12, 2022 | 000139834422015388 | ||
187 | $611.82M | AAPL, VYM, VUG, IJR | 13F-HR | May 5, 2022 | 000139834422008813 | ||
201 | $645.18M | AAPL, VYM, VUG, XLE | 13F-HR | Feb 4, 2022 | 000139834422002124 | ||
197 | $599.24M | AAPL, VYM, VUG, XLE | 13F-HR | Nov 2, 2021 | 000139834421020790 | ||
190 | $576.05M | AAPL, VYM, VUG, XLE | 13F-HR | Jul 21, 2021 | 000139834421014637 | ||
180 | $505.76M | AAPL, VYM, VUG, FPE | 13F-HR | May 13, 2021 | 000139834421010569 | ||
267 | $477.81M | AAPL, VYM, VUG, FPE | 13F-HR | Feb 4, 2021 | 000139834421002330 | ||
240 | $437.38M | AAPL, VYM, VUG, FPE | 13F-HR | Nov 5, 2020 | 000139834420021394 | ||
246 | $426.18M | AAPL, VUG, SH, VYM | 13F-HR | Jul 30, 2020 | 000139834420014646 | ||
236 | $349.56M | AAPL, TLT, VUG, VYM | 13F-HR | May 8, 2020 | 000139834420009723 | ||
236 | $412.22M | AAPL, VUG, VYM, TLT | 13F-HR | Feb 7, 2020 | 000139834420002388 | ||
146 | $301.21M | AAPL, VUG, TLT, MINT | 13F-HR | Nov 7, 2019 | 000139834419019242 | ||
154 | $351.66M | AAPL, VYM, VUG, TLT | 13F-HR | Jul 25, 2019 | 000139834419012428 | ||
176 | $348.04M | AAPL, TLT, VUG, VYM | 13F-HR | May 10, 2019 | 000139834419008437 | ||
160 | $309.54M | VUG, VYM, AAPL, FPE | 13F-HR | Jan 31, 2019 | 000139834419001670 | ||
156 | $306.99M | AAPL, VUG, FPE, EZM | 13F-HR | Nov 9, 2018 | 000139834418016189 | ||
171 | $304.76M | AAPL, VYM, FPF, VUG | 13F-HR | Aug 14, 2018 | 000139834418011876 | ||
168 | $288.35M | VYM, AAPL, FPE, VUG | 13F-HR | May 15, 2018 | 000139834418007625 | ||
170 | $286.29M | VYM, AAPL, FPE, VUG | 13F-HR | Feb 13, 2018 | 000139834418002001 | ||
161 | $237.59M | VYM, AAPL, VUG, GOOGL | 13F-HR | Nov 13, 2017 | 000139834417014462 | ||
143 | $202.49M | VYM, AAPL, TBF, GOOGL | RESTATEMENT | Aug 16, 2017 | 000139834417010423 | ||
155 | $195.23M | AAPL, VYM, PG, TBF | 13F-HR | May 11, 2017 | 000139834417006244 | ||
154 | $189.30M | AAPL, FPE, VYM, PG | 13F-HR | Feb 14, 2017 | 000139834417002098 |