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 |
|---|---|---|---|---|---|
| 201 | AIEQAmplify Ai Powered Equity ETF | 6,140 | $260K | 0.03% | |
| 202 | SHELShell PLC F Sponsored ADR | 3,651 | $257K | 0.03% | |
| 203 | COWZPacer US Cash Cows 100 ETF | 4,681 | $257K | 0.03% | |
| 204 | PRFInvesco FTSE Rafi US 1000 ETF | 6,000 | $253K | 0.03% | |
| 205 | XLVSelect Sector Health Care SPDR ETF | 1,849 | $249K | 0.03% | |
| 206 | HYMBSPDR Nuveen BLMG HG YL MP BND ETF | 10,050 | $249K | 0.03% | |
| 207 | VBVanguard Small Cap ETF IV | 1,027 | $243K | 0.03% | |
| 208 | CSXCSX Corp | 7,427 | $242K | 0.03% | |
| 209 | CRWDCrowdstrike HLDGS Inc Class A | 472 | $240K | 0.03% | |
| 210 | NOCNorthrop Grumman Co | 474 | $237K | 0.03% | |
| 211 | CLColgate-Palmolive Co | 2,611 | $237K | 0.03% | |
| 212 | CMGChipotle Mexican GRL | 4,058 | $227K | 0.03% | |
| 213 | IAU*iShares Gold ETF | 3,594 | $224K | 0.03% | |
| 214 | SCHPSchwab U.S. TIPS ETF | 8,419 | $224K | 0.03% | |
| 215 | ACNAccenture PLC F Class A | 747 | $223K | 0.03% | |
| 216 | EDConsolidated Edison | 2,195 | $220K | 0.03% | |
| 217 | ILCBiShares Morningstar US Equity ETF | 2,536 | $217K | 0.03% | |
| 218 | IJJiShares S&P Mid Cap 400 Value ETF | 1,740 | $215K | 0.03% | |
| 219 | XLFISPDR Fund Consumer Staples ETF | 2,606 | $211K | 0.02% | |
| 220 | SCHDSchwab US Dividend Equity ETF | 7,937 | $210K | 0.02% | |
| 221 | BMTABrit Amer Tobacco F Unsponsored ADR | 4,407 | $208K | 0.02% | |
| 222 | PPAInvesco Aerospace & Defense ETF | 1,475 | $208K | 0.02% | |
| 223 | SHOPShopify Inc F Class A | 1,805 | $208K | 0.02% | |
| 224 | QCOMQualcomm Inc | 1,299 | $207K | 0.02% | |
| 225 | AONAon PLC F Class A | 582 | $207K | 0.02% | |
| 226 | TAT&T | 7,149 | $206K | 0.02% | |
| 227 | RIVNRivian Automotive Inc Class A | 15,000 | $206K | 0.02% | |
| 228 | BUFRFT Vest Fund Of Buffer ETF | 6,341 | $201K | 0.02% | |
| 229 | CVBFC V B Finl Corp | 10,000 | $197K | 0.02% | |
| 230 | CDZICadiz Inc | 49,000 | $146K | 0.02% | |
| 231 | KWKennedy Wilson HLDGS | 19,041 | $129K | 0.02% | |
| 232 | SNAPSnap Inc Class A | 12,330 | $107K | 0.01% | |
| 233 | NOKNokia Oyj F Sponsored ADR | 15,405 | $79K | 0.01% | |
| 234 | NTHINeonc Technologies HLDGS | 15,000 | $53K | 0.01% | |
| 235 | EDITEditas Medicine Incorpor | 17,000 | $37K | 0.00% | |
| 236 | XRPRT Rex 2X Inverse Nvidia Daily ETF | 10,185 | $13K | 0.00% | |
| 237 | MOBXMobix Labs Inc Class A | 10,000 | $7K | 0.00% |
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