HCR Wealth Advisors Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$849.7M
Holdings
237
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (237 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AFLAflac Inc | 9,377 | $988K | 0.12% | |
| 102 | BONDPIMCO Active Bond ETF | 10,717 | $987K | 0.12% | |
| 103 | LLYLilly Eli & Co | 1,252 | $976K | 0.11% | |
| 104 | INTUIntuit Inc | 1,205 | $949K | 0.11% | |
| 105 | RKTRocket Cos Inc Com | 66,249 | $939K | 0.11% | |
| 106 | ITOTiShares Core S&P Total US Stock Mark | 6,747 | $911K | 0.11% | |
| 107 | USBUS Bancorp | 20,130 | $910K | 0.11% | |
| 108 | WFCWells Fargo & Co | 11,320 | $906K | 0.11% | |
| 109 | BNDVanguard Total Bond Market ETF | 12,226 | $900K | 0.11% | |
| 110 | BXBlackstone Inc | 5,931 | $887K | 0.10% | |
| 111 | AWRAmerican States Water Co | 11,481 | $880K | 0.10% | |
| 112 | GEGeneral Electric Co | 3,208 | $825K | 0.10% | |
| 113 | XLEEnergy Select Sector SPDR ETF | 9,689 | $821K | 0.10% | |
| 114 | MRVLMarvell Technology Inc | 10,452 | $808K | 0.10% | |
| 115 | IVWiShares S&P 500 Growth ETF | 7,026 | $773K | 0.09% | |
| 116 | UCONFirst Trust TCW Unconstrained Plus Bond ETF | 29,818 | $742K | 0.09% | |
| 117 | COFCapital One FC | 3,380 | $719K | 0.08% | |
| 118 | QUALiShares MSCI USA QLTY Fact ETF | 3,888 | $710K | 0.08% | |
| 119 | RTXRTX Corp | 4,859 | $709K | 0.08% | |
| 120 | DONSPDR Dow Jones Industrial Avrg ETF | 1,600 | $705K | 0.08% | |
| 121 | ISRGIntuitive Surgical | 1,257 | $683K | 0.08% | |
| 122 | KOCoca-Cola | 9,496 | $671K | 0.08% | |
| 123 | UNHUnitedHealth Group | 2,077 | $648K | 0.08% | |
| 124 | NXSTNexstar Media Group Inc Com CL A | 3,750 | $648K | 0.08% | |
| 125 | HACKAmplify Cybersecurity ETF | 7,395 | $638K | 0.08% | |
| 126 | BSVVanguard Short-Term Bond ETF | 7,940 | $624K | 0.07% | |
| 127 | MDYSPDR S&P Midcap 400 ETF | 1,075 | $609K | 0.07% | |
| 128 | SHWSherwin Williams Co | 1,737 | $596K | 0.07% | |
| 129 | NKENike Inc Class B Com | 8,299 | $589K | 0.07% | |
| 130 | CLXClorox Co Com | 4,752 | $570K | 0.07% | |
| 131 | IYRiShares US Real Estate ETF | 5,694 | $539K | 0.06% | |
| 132 | FAIFirst Dorsey Wright Focus 5 ETF IV | 8,840 | $523K | 0.06% | |
| 133 | LINLinde PLC F | 1,113 | $522K | 0.06% | |
| 134 | IBMIBM | 1,753 | $516K | 0.06% | |
| 135 | BACVerizon | 11,827 | $511K | 0.06% | |
| 136 | URIUnited Rentals Inc | 679 | $511K | 0.06% | |
| 137 | AXPAmerican Express Co | 1,570 | $500K | 0.06% | |
| 138 | EFAiShares MSCI EAFE ETF | 5,579 | $498K | 0.06% | |
| 139 | BMYBristol-Myers Squibb | 10,671 | $493K | 0.06% | |
| 140 | SRESempra | 6,435 | $487K | 0.06% | |
| 141 | HDViShares Core High (dividend Etf) | 4,080 | $478K | 0.06% | |
| 142 | TIPiShares TIPS Bond ETF | 4,345 | $478K | 0.06% | |
| 143 | LQDiShares iBoxx $ (investment Grade Corporate Bond Etf) | 4,354 | $477K | 0.06% | |
| 144 | PHParker-Hannifin Corp | 679 | $474K | 0.06% | |
| 145 | AMDAdvanced Micro Device In | 3,299 | $468K | 0.06% | |
| 146 | VHTVanguard Health Care ETF | 1,883 | $467K | 0.05% | |
| 147 | GEVGE Vernova Inc | 871 | $460K | 0.05% | |
| 148 | CRMSalesforce | 1,681 | $458K | 0.05% | |
| 149 | LMTLockheed Martin Corp | 990 | $458K | 0.05% | |
| 150 | VTEBVanguard Muni BND Tax | 9,334 | $457K | 0.05% | |
| 151 | AQLTiShares Select Dividend ETF | 3,373 | $447K | 0.05% | |
| 152 | IVEiShares S&P 500 Value ETF | 2,280 | $445K | 0.05% | |
| 153 | IYFiShares US Financials ETF | 3,631 | $439K | 0.05% | |
| 154 | GABGabelli Equity CF | 75,353 | $438K | 0.05% | |
| 155 | EMBiShares JP Morgan Usd Emerging Marke | 4,722 | $437K | 0.05% | |
| 156 | XLFSelect STR Financial Select SPDR ETF | 8,218 | $430K | 0.05% | |
| 157 | PLTRPalantir Technologies In Class A | 3,128 | $426K | 0.05% | |
| 158 | SUBiShares Short Term NTNL Mun BND ETF | 4,000 | $425K | 0.05% | |
| 159 | TLTiShares TR 20 YR TR (BD Etf) | 4,804 | $423K | 0.05% | |
| 160 | ITA*iShares US Aerospace Defense ETF | 2,218 | $418K | 0.05% | |
| 161 | FMBFirst Trust Managed Municipal ETF IV | 8,344 | $415K | 0.05% | |
| 162 | PGRProgressive Co Ohio | 1,496 | $399K | 0.05% | |
| 163 | BILSPDR Bloomberg 1 3 MNTH T BLL ETF | 4,305 | $394K | 0.05% | |
| 164 | IWFiShares Russell 1000 Growth ETF | 918 | $389K | 0.05% | |
| 165 | MGMMGM Resorts Intl | 11,316 | $389K | 0.05% | |
| 166 | SHMSPDR Nuven BLM SHT TM MPL BND ETF | 8,000 | $382K | 0.04% | |
| 167 | IBBiShares Biotechnology ETF | 2,999 | $379K | 0.04% | |
| 168 | SPLVInvesco S&P 500 Low Volatility ETF | 5,133 | $373K | 0.04% | |
| 169 | IJKiShares S&P Mid Cap 400 GRWTH ETF | 3,913 | $356K | 0.04% | |
| 170 | TSMTaiwan Semiconductr F Sponsored ADR | 1,574 | $356K | 0.04% | |
| 171 | MCOMoodys Corp | 702 | $352K | 0.04% | |
| 172 | EEMiShares MSCI Emerging Markets ETF | 7,041 | $339K | 0.04% | |
| 173 | SCHXSchwab US Large Cap ETF | 13,521 | $330K | 0.04% | |
| 174 | SCHFSchwab International Equity ETF | 14,948 | $330K | 0.04% | |
| 175 | CARRCarrier Global Corp | 4,480 | $327K | 0.04% | |
| 176 | TJXTJX Companies Inc | 2,645 | $326K | 0.04% | |
| 177 | BTCGrayscale Bitcoin Mini Trust ETF | 6,837 | $326K | 0.04% | |
| 178 | SUSAiShares MSCI USA Esg Select ETF | 2,528 | $320K | 0.04% | |
| 179 | MRKMerck &co. Inc Com | 4,007 | $317K | 0.04% | |
| 180 | SFStifel Finl Co | 3,038 | $315K | 0.04% | |
| 181 | MGNIMagnite Inc | 13,000 | $313K | 0.04% | |
| 182 | SCHASchwab US Small Cap ETF | 12,389 | $313K | 0.04% | |
| 183 | PSXPhillips 66 | 2,608 | $311K | 0.04% | |
| 184 | GDXVaneck Gold Miners ETF | 5,890 | $306K | 0.04% | |
| 185 | TTTrane Technologies PLC F | 697 | $304K | 0.04% | |
| 186 | ALNYAlnylam Pharmaceutl | 924 | $301K | 0.04% | |
| 187 | AEEAmeren Corp | 3,071 | $294K | 0.03% | |
| 188 | MRSHMarsh & MC Lennan Co | 1,338 | $292K | 0.03% | |
| 189 | DEDeere & Co | 574 | $291K | 0.03% | |
| 190 | PEPPepsico Inc | 2,193 | $289K | 0.03% | |
| 191 | BLOKAmplify TRNSFRMTNL Data SHRNG ETF | 5,015 | $286K | 0.03% | |
| 192 | PEGPub SVC Enterpise GP | 3,323 | $279K | 0.03% | |
| 193 | ASMLAsml Holding N V F Sponsored ADR | 344 | $275K | 0.03% | |
| 194 | TRVTravelers | 1,023 | $273K | 0.03% | |
| 195 | SNPSSynopsys Inc | 534 | $273K | 0.03% | |
| 196 | CIThe CIGNA Group | 807 | $266K | 0.03% | |
| 197 | UPSUnited Parcel SRVC Class B | 2,622 | $264K | 0.03% | |
| 198 | MDLZMondelez Intl Class A | 3,911 | $263K | 0.03% | |
| 199 | TBXProShares Short QQQ ETF | 7,800 | $262K | 0.03% | |
| 200 | MCXMcCormick &company | 3,439 | $260K | 0.03% |