HCR Wealth Advisors Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$768.1M
Holdings
230
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (230 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | CLColgate-Palmolive Co | 2,611 | $244K | 0.03% | |
| 202 | EDConsolidated Edison | 2,195 | $242K | 0.03% | |
| 203 | PRFInvesco FTSE Rafi US 1000 ETF | 6,000 | $242K | 0.03% | |
| 204 | EEMiShares MSCI Emerging Markets ETF | 5,431 | $237K | 0.03% | |
| 205 | TTTrane Technologies PLC F | 697 | $234K | 0.03% | |
| 206 | ACNAccenture PLC F Class A | 747 | $233K | 0.03% | |
| 207 | SHProShares Short S&P 500 ETF | 5,212 | $232K | 0.03% | |
| 208 | SNPSSynopsys Inc | 534 | $229K | 0.03% | |
| 209 | XLFISPDR Fund Consumer Staples ETF | 2,806 | $229K | 0.03% | |
| 210 | ASMLAsml Holding N V F Sponsored ADR | 344 | $227K | 0.03% | |
| 211 | SCHPSchwab U.S. TIPS ETF | 8,419 | $226K | 0.03% | |
| 212 | AIEQAmplify Ai Powered Equity ETF | 6,140 | $226K | 0.03% | |
| 213 | SNAPSnap Inc Class A | 25,415 | $221K | 0.03% | |
| 214 | VRSKVerisk Analytics Inc Class A | 743 | $221K | 0.03% | |
| 215 | FISVFiserv Inc | 992 | $219K | 0.03% | |
| 216 | CSXCSX Corp | 7,427 | $218K | 0.03% | |
| 217 | PLTRPalantir Technologies In Class A | 2,528 | $213K | 0.03% | |
| 218 | BLKBlackRock Inc New | 226 | $213K | 0.03% | |
| 219 | IAU*iShares Gold ETF | 3,594 | $211K | 0.03% | |
| 220 | IJJiShares S&P Mid Cap 400 Value ETF | 1,737 | $208K | 0.03% | |
| 221 | QCOMQualcomm Inc | 1,332 | $204K | 0.03% | |
| 222 | CMGChipotle Mexican GRL | 4,058 | $203K | 0.03% | |
| 223 | TAT&T | 7,213 | $203K | 0.03% | |
| 224 | SCHDSchwab US Dividend Equity ETF | 7,188 | $201K | 0.03% | |
| 225 | CVBFC V B Finl Corp | 10,000 | $184K | 0.02% | |
| 226 | KWKennedy Wilson HLDGS | 19,041 | $165K | 0.02% | |
| 227 | MGNIMagnite Inc | 13,000 | $148K | 0.02% | |
| 228 | RIVNRivian Automotive Inc Class A | 10,030 | $124K | 0.02% | |
| 229 | NOKNokia Oyj F Sponsored ADR | 15,405 | $81K | 0.01% | |
| 230 | EDITEditas Medicine Incorpor | 17,000 | $19K | 0.00% |
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