HCR Wealth Advisors Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$1.0B
Holdings
255
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (255 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IWMiShares Russell 2000 ETF | 5,051 | $1.2M | 0.12% | |
| 102 | CMFiShares California Muni Bond ETF | 21,361 | $1.2M | 0.12% | |
| 103 | GBTCGrayscale Bitcoin TR BTC | 17,279 | $1.2M | 0.12% | |
| 104 | MOAltria Group Inc | 20,261 | $1.2M | 0.12% | |
| 105 | GEVGE Vernova Inc | 1,745 | $1.1M | 0.11% | |
| 106 | WFCWells Fargo & Co | 11,692 | $1.1M | 0.11% | |
| 107 | AFLAflac Inc | 9,562 | $1.1M | 0.10% | |
| 108 | PFFiShares Preferred Income Sec ETF IV | 34,007 | $1.1M | 0.10% | |
| 109 | 4I1Philip Morris Intl | 6,531 | $1.0M | 0.10% | |
| 110 | GEGeneral Electric Co | 3,345 | $1.0M | 0.10% | |
| 111 | ADBEAdobe Inc | 2,933 | $1.0M | 0.10% | |
| 112 | BXBlackstone Inc | 6,510 | $1.0M | 0.10% | |
| 113 | ITOTiShares Core S&P Total US Stock Mark | 6,716 | $998K | 0.10% | |
| 114 | BONDPIMCO Active Bond ETF | 10,524 | $979K | 0.10% | |
| 115 | AWRAmerican States Water Co | 13,176 | $955K | 0.09% | |
| 116 | TFLOiShares Treasury Floating Rate B ETF | 18,125 | $914K | 0.09% | |
| 117 | MRVLMarvell Technology Inc | 10,377 | $881K | 0.09% | |
| 118 | ISRGIntuitive Surgical | 1,551 | $878K | 0.09% | |
| 119 | IVWiShares S&P 500 Growth ETF | 7,042 | $867K | 0.09% | |
| 120 | CHDChurch &dwight Co | 10,283 | $862K | 0.09% | |
| 121 | STZConstellation Brands | 6,142 | $847K | 0.08% | |
| 122 | COFCapital One FC | 3,462 | $839K | 0.08% | |
| 123 | XLEEnergy Select Sector SPDR ETF | 18,549 | $829K | 0.08% | |
| 124 | INTUIntuit Inc | 1,245 | $824K | 0.08% | |
| 125 | QUALiShares MSCI USA QLTY Fact ETF | 4,019 | $798K | 0.08% | |
| 126 | SCHXSchwab US Large Cap ETF | 28,562 | $768K | 0.08% | |
| 127 | DONSPDR Dow Jones Industrial Avrg ETF | 1,578 | $758K | 0.08% | |
| 128 | LMTLockheed Martin Corp | 1,490 | $720K | 0.07% | |
| 129 | TRVCCitigroup Inc | 6,156 | $718K | 0.07% | |
| 130 | AMDAdvanced Micro Device In | 3,317 | $710K | 0.07% | |
| 131 | KOCoca-Cola | 9,973 | $697K | 0.07% | |
| 132 | PLTRPalantir Technologies In Class A | 3,898 | $692K | 0.07% | |
| 133 | BSVVanguard Short-Term Bond ETF | 8,544 | $673K | 0.07% | |
| 134 | VHTVanguard Health Care ETF | 2,275 | $654K | 0.06% | |
| 135 | UNHUnitedHealth Group | 1,979 | $653K | 0.06% | |
| 136 | PHParker-Hannifin Corp | 709 | $623K | 0.06% | |
| 137 | AXPAmerican Express Co | 1,633 | $604K | 0.06% | |
| 138 | HACKAmplify Cybersecurity ETF | 7,355 | $591K | 0.06% | |
| 139 | NKENike Inc Class B Com | 9,212 | $586K | 0.06% | |
| 140 | SHWSherwin Williams Co | 1,740 | $563K | 0.06% | |
| 141 | MDYSPDR S&P Midcap 400 ETF | 926 | $558K | 0.06% | |
| 142 | FAIFirst Dorsey Wright Focus 5 ETF IV | 8,840 | $556K | 0.06% | |
| 143 | IBMIBM | 1,879 | $556K | 0.06% | |
| 144 | CRMSalesforce | 2,068 | $547K | 0.05% | |
| 145 | EFAiShares MSCI EAFE ETF | 5,584 | $536K | 0.05% | |
| 146 | NVONovo-Nordisk As Vormal F Sponsored ADR | 10,340 | $526K | 0.05% | |
| 147 | SRESempra | 5,848 | $516K | 0.05% | |
| 148 | NXSTNexstar Media Group Inc Com CL A | 2,500 | $507K | 0.05% | |
| 149 | LINLinde PLC F | 1,173 | $500K | 0.05% | |
| 150 | IYRiShares US Real Estate ETF | 5,265 | $494K | 0.05% | |
| 151 | HDViShares Core High (dividend Etf) | 4,054 | $493K | 0.05% | |
| 152 | IYFiShares US Financials ETF | 3,768 | $485K | 0.05% | |
| 153 | MRKMerck &co. Inc Com | 4,556 | $479K | 0.05% | |
| 154 | TSMTaiwan Semiconductr F Sponsored ADR | 1,574 | $478K | 0.05% | |
| 155 | VTEBVanguard Muni BND Tax | 9,334 | $469K | 0.05% | |
| 156 | XLFSelect STR Financial Select SPDR ETF | 8,555 | $468K | 0.05% | |
| 157 | GABGabelli Equity CF | 75,353 | $464K | 0.05% | |
| 158 | EEMiShares MSCI Emerging Markets ETF | 8,403 | $459K | 0.05% | |
| 159 | BACVerizon | 11,272 | $459K | 0.05% | |
| 160 | SCHFSchwab International Equity ETF | 19,018 | $457K | 0.05% | |
| 161 | IBBiShares Biotechnology ETF | 2,712 | $457K | 0.05% | |
| 162 | CDZICadiz Inc | 81,436 | $456K | 0.05% | |
| 163 | PSXPhillips 66 | 3,520 | $454K | 0.04% | |
| 164 | EMBiShares JP Morgan Usd Emerging Marke | 4,712 | $453K | 0.04% | |
| 165 | IVEiShares S&P 500 Value ETF | 2,131 | $451K | 0.04% | |
| 166 | IWFiShares Russell 1000 Growth ETF | 919 | $435K | 0.04% | |
| 167 | FMBFirst Trust Managed Municipal ETF IV | 8,344 | $426K | 0.04% | |
| 168 | SUBiShares Short Term NTNL Mun BND ETF | 4,000 | $426K | 0.04% | |
| 169 | HYMBSPDR Nuveen BLMG HG YL MP BND ETF | 17,050 | $425K | 0.04% | |
| 170 | ITA*iShares US Aerospace Defense ETF | 1,972 | $423K | 0.04% | |
| 171 | LQDiShares iBoxx $ (investment Grade Corporate Bond Etf) | 3,812 | $420K | 0.04% | |
| 172 | GDXVaneck Gold Miners ETF | 4,843 | $415K | 0.04% | |
| 173 | SCHASchwab US Small Cap ETF | 14,553 | $414K | 0.04% | |
| 174 | MGMMGM Resorts Intl | 11,315 | $412K | 0.04% | |
| 175 | BUFRFT Vest Fund Of Buffer ETF | 11,747 | $402K | 0.04% | |
| 176 | TJXTJX Companies Inc | 2,547 | $391K | 0.04% | |
| 177 | CLXClorox Co Com | 3,874 | $390K | 0.04% | |
| 178 | SFStifel Finl Co | 3,036 | $380K | 0.04% | |
| 179 | AGGiShares Core US Aggregate Bond ETF | 3,795 | $379K | 0.04% | |
| 180 | IJKiShares S&P Mid Cap 400 GRWTH ETF | 3,913 | $379K | 0.04% | |
| 181 | MCOMoodys Corp | 729 | $372K | 0.04% | |
| 182 | ALNYAlnylam Pharmaceutl | 924 | $367K | 0.04% | |
| 183 | VNQVanguard Real Estate ETF | 4,139 | $366K | 0.04% | |
| 184 | PGRProgressive Co Ohio | 1,574 | $358K | 0.04% | |
| 185 | SUSAiShares MSCI USA Esg Select ETF | 2,550 | $355K | 0.04% | |
| 186 | PPAInvesco Aerospace & Defense ETF | 2,130 | $333K | 0.03% | |
| 187 | RLYSPDR Ssga Multi Asset Real Retur ETF | 10,584 | $332K | 0.03% | |
| 188 | TIPiShares TIPS Bond ETF | 3,015 | $331K | 0.03% | |
| 189 | BILSPDR Bloomberg 1 3 MNTH T BLL ETF | 3,587 | $327K | 0.03% | |
| 190 | SPLVInvesco S&P 500 Low Volatility ETF | 4,484 | $320K | 0.03% | |
| 191 | PEPPepsico Inc | 2,220 | $318K | 0.03% | |
| 192 | COWZPacer US Cash Cows 100 ETF | 5,256 | $316K | 0.03% | |
| 193 | AQLTiShares Select Dividend ETF | 2,236 | $315K | 0.03% | |
| 194 | AEEAmeren Corp | 3,069 | $306K | 0.03% | |
| 195 | TRVTravelers | 1,047 | $303K | 0.03% | |
| 196 | RIVNRivian Automotive Inc Class A | 15,184 | $299K | 0.03% | |
| 197 | ASMLAsml Holding N V F Sponsored ADR | 277 | $296K | 0.03% | |
| 198 | IAU*iShares Gold ETF | 3,594 | $291K | 0.03% | |
| 199 | BLOKAmplify TRNSFRMTNL Data SHRNG ETF | 5,015 | $285K | 0.03% | |
| 200 | XLVSelect Sector Health Care SPDR ETF | 1,834 | $283K | 0.03% |