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 |
|---|---|---|---|---|---|
| 201 | PRFInvesco FTSE Rafi US 1000 ETF | 6,000 | $281K | 0.03% | |
| 202 | TTTrane Technologies PLC F | 721 | $280K | 0.03% | |
| 203 | AIEQAmplify Ai Powered Equity ETF | 6,140 | $277K | 0.03% | |
| 204 | CSXCSX Corp | 7,427 | $269K | 0.03% | |
| 205 | NOCNorthrop Grumman Co | 473 | $269K | 0.03% | |
| 206 | SHELShell PLC F Sponsored ADR | 3,651 | $268K | 0.03% | |
| 207 | BTCGrayscale Bitcoin Mini Trust ETF | 6,831 | $264K | 0.03% | |
| 208 | MRSHMarsh & MC Lennan Co | 1,418 | $263K | 0.03% | |
| 209 | FLSFlowserve Corp | 3,750 | $260K | 0.03% | |
| 210 | SNPSSynopsys Inc | 555 | $260K | 0.03% | |
| 211 | QCOMQualcomm Inc | 1,514 | $259K | 0.03% | |
| 212 | USRTiShares Core US REIT ETF | 4,537 | $258K | 0.03% | |
| 213 | SNDKSandisk Corp | 1,070 | $253K | 0.03% | |
| 214 | GLDMSPDR Gold Minishares Etv | 2,964 | $253K | 0.03% | |
| 215 | BMTABrit Amer Tobacco F Unsponsored ADR | 4,407 | $249K | 0.02% | |
| 216 | CARRCarrier Global Corp | 4,675 | $247K | 0.02% | |
| 217 | UPSUnited Parcel SRVC Class B | 2,466 | $244K | 0.02% | |
| 218 | IDXXIdexx Labs Inc | 362 | $244K | 0.02% | |
| 219 | SHOPShopify Inc F Class A | 1,505 | $242K | 0.02% | |
| 220 | SCHDSchwab US Dividend Equity ETF | 8,812 | $241K | 0.02% | |
| 221 | SMHVaneck Semiconductor ETF | 668 | $240K | 0.02% | |
| 222 | ILCBiShares Morningstar US Equity ETF | 2,536 | $239K | 0.02% | |
| 223 | COHRCoherent Corp | 1,300 | $239K | 0.02% | |
| 224 | FFord Motor Co | 18,088 | $237K | 0.02% | |
| 225 | TLTiShares TR 20 YR TR (BD Etf) | 2,709 | $236K | 0.02% | |
| 226 | MCXMcCormick &company | 3,438 | $234K | 0.02% | |
| 227 | SYFSynchrony Finl | 2,787 | $232K | 0.02% | |
| 228 | —Vanguard VNG Rus1000val ETF | 2,507 | $231K | 0.02% | |
| 229 | IJJiShares S&P Mid Cap 400 Value ETF | 1,740 | $228K | 0.02% | |
| 230 | CIThe CIGNA Group | 807 | $222K | 0.02% | |
| 231 | REGNRegeneron Pharms Inc | 286 | $220K | 0.02% | |
| 232 | VCITVGRD Itc ETF DV | 2,617 | $219K | 0.02% | |
| 233 | SOXXiShares Semiconductor ETF IV | 723 | $217K | 0.02% | |
| 234 | PSTGPure Storage Inc | 3,211 | $215K | 0.02% | |
| 235 | CVSCVS Health Corp | 2,708 | $214K | 0.02% | |
| 236 | MGNIMagnite Inc | 13,000 | $210K | 0.02% | |
| 237 | MDLZMondelez Intl Class A | 3,915 | $210K | 0.02% | |
| 238 | XLYSPDR Fund Consumer Discre Select ETF | 1,740 | $207K | 0.02% | |
| 239 | CRWDCrowdstrike HLDGS Inc Class A | 438 | $205K | 0.02% | |
| 240 | CLColgate-Palmolive Co | 2,605 | $205K | 0.02% | |
| 241 | AONAon PLC F Class A | 581 | $205K | 0.02% | |
| 242 | EWEdwards Lifesciences | 2,416 | $205K | 0.02% | |
| 243 | RSPInvsc S P 500 Equal Weight ETF | 1,069 | $204K | 0.02% | |
| 244 | GDXJVaneck Junior Gold Miners ETF | 1,800 | $204K | 0.02% | |
| 245 | DEDeere & Co | 434 | $202K | 0.02% | |
| 246 | EDConsolidated Edison | 2,036 | $202K | 0.02% | |
| 247 | MDBMongodb Inc Class A | 477 | $200K | 0.02% | |
| 248 | SCHPSchwab U.S. TIPS ETF | 7,564 | $200K | 0.02% | |
| 249 | CVBFC V B Finl Corp | 10,000 | $186K | 0.02% | |
| 250 | KWKennedy Wilson HLDGS | 19,041 | $184K | 0.02% | |
| 251 | NTHINeonc Technologies HLDGS | 15,000 | $124K | 0.01% | |
| 252 | NOKNokia Oyj F Sponsored ADR | 15,405 | $99K | 0.01% | |
| 253 | BDTXBlack Diamond Therapeuti | 27,000 | $65K | 0.01% | |
| 254 | EDITEditas Medicine Incorpor | 17,000 | $34K | 0.00% | |
| 255 | MOBXMobix Labs Inc Class A | 30,000 | $8K | 0.00% |
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