HCR Wealth Advisors Q3 2025 Filing
Filed October 3, 2025
Portfolio Value
$965.7M
Holdings
244
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (244 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | SHELShell PLC F Sponsored ADR | 3,651 | $262K | 0.03% | |
| 202 | MGNIMagnite Inc | 13,000 | $261K | 0.03% | |
| 203 | IAU*iShares Gold ETF | 3,594 | $261K | 0.03% | |
| 204 | SNPSSynopsys Inc | 543 | $255K | 0.03% | |
| 205 | ETHEGrayscale Ethereum TR Et | 6,896 | $255K | 0.03% | |
| 206 | BUFRFT Vest Fund Of Buffer ETF | 7,467 | $249K | 0.03% | |
| 207 | HYMBSPDR Nuveen BLMG HG YL MP BND ETF | 10,050 | $249K | 0.03% | |
| 208 | SNOWSnowflake Inc Class A | 1,029 | $247K | 0.03% | |
| 209 | XLVSelect Sector Health Care SPDR ETF | 1,722 | $246K | 0.03% | |
| 210 | SHOPShopify Inc F Class A | 1,605 | $242K | 0.03% | |
| 211 | MDLZMondelez Intl Class A | 3,913 | $241K | 0.02% | |
| 212 | SCHDSchwab US Dividend Equity ETF | 8,752 | $239K | 0.02% | |
| 213 | CIThe CIGNA Group | 807 | $239K | 0.02% | |
| 214 | ILCBiShares Morningstar US Equity ETF | 2,536 | $235K | 0.02% | |
| 215 | MCXMcCormick &company | 3,438 | $234K | 0.02% | |
| 216 | BMTABrit Amer Tobacco F Unsponsored ADR | 4,407 | $230K | 0.02% | |
| 217 | IDXXIdexx Labs Inc | 362 | $229K | 0.02% | |
| 218 | IJJiShares S&P Mid Cap 400 Value ETF | 1,740 | $227K | 0.02% | |
| 219 | RSPInvsc S P 500 Equal Weight ETF | 1,196 | $227K | 0.02% | |
| 220 | GLDMSPDR Gold Minishares Etv | 2,964 | $226K | 0.02% | |
| 221 | QCOMQualcomm Inc | 1,326 | $223K | 0.02% | |
| 222 | APPApplovin Corp Class A | 323 | $220K | 0.02% | |
| 223 | CLColgate-Palmolive Co | 2,805 | $219K | 0.02% | |
| 224 | FFord Motor Co | 17,888 | $218K | 0.02% | |
| 225 | VCITVGRD Itc ETF DV | 2,560 | $215K | 0.02% | |
| 226 | EDConsolidated Edison | 2,186 | $213K | 0.02% | |
| 227 | UPSUnited Parcel SRVC Class B | 2,466 | $211K | 0.02% | |
| 228 | HIMSHims & Hers Health Inc | 3,645 | $210K | 0.02% | |
| 229 | AONAon PLC F Class A | 581 | $209K | 0.02% | |
| 230 | XLYSPDR Fund Consumer Discre Select ETF | 862 | $206K | 0.02% | |
| 231 | SCHPSchwab U.S. TIPS ETF | 7,649 | $205K | 0.02% | |
| 232 | MUMicron Technology | 1,118 | $205K | 0.02% | |
| 233 | SOXXiShares Semiconductor ETF IV | 723 | $203K | 0.02% | |
| 234 | CRWDCrowdstrike HLDGS Inc Class A | 410 | $203K | 0.02% | |
| 235 | RIVNRivian Automotive Inc Class A | 14,970 | $202K | 0.02% | |
| 236 | VOVanguard Mid Cap ETF | 679 | $200K | 0.02% | |
| 237 | CVBFC V B Finl Corp | 10,000 | $187K | 0.02% | |
| 238 | NTHINeonc Technologies HLDGS | 15,000 | $170K | 0.02% | |
| 239 | KWKennedy Wilson HLDGS | 19,041 | $161K | 0.02% | |
| 240 | VCVInvesco California Value | 10,000 | $105K | 0.01% | |
| 241 | NOKNokia Oyj F Sponsored ADR | 15,405 | $75K | 0.01% | |
| 242 | EDITEditas Medicine Incorpor | 17,000 | $66K | 0.01% | |
| 243 | MOBXMobix Labs Inc Class A | 30,000 | $26K | 0.00% | |
| 244 | XRPRT Rex 2X Inverse Nvidia Daily ETF | 10,185 | $9K | 0.00% |
PreviousPage 3 of 3