
Entity | Amount | Change
12/31/2021 to 03/31/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
598,758 | +1,563 | $104,549 |
AAPL | 598,758 | +1,563 | $104,549 |
![]() |
466,437 | -120,137 | $52,357 |
VYM | 466,437 | -120,137 | $52,357 |
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168,622 | -9,357 | $48,496 |
VUG | 168,622 | -9,357 | $48,496 |
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317,112 | +317,112 | $34,210 |
IJR | 317,112 | +317,112 | $34,210 |
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898,380 | +78,435 | $17,087 |
FPE | 898,380 | +78,435 | $17,087 |
![]() |
51,724 | +1,265 | $15,947 |
MSFT | 51,724 | +1,265 | $15,947 |
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5,580 | -120 | $15,520 |
GOOGL | 5,580 | -120 | $15,520 |
![]() |
660,519 | -9,922 | $14,380 |
BKLN | 660,519 | -9,922 | $14,380 |
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31,692 | +29,312 | $14,378 |
IVV | 31,692 | +29,312 | $14,378 |
![]() |
129,910 | -190,094 | $9,930 |
XLE | 129,910 | -190,094 | $9,930 |
![]() |
35,383 | -860 | $7,847 |
V | 35,383 | -860 | $7,847 |
![]() |
54,426 | +54,426 | $7,189 |
TLT | 54,426 | +54,426 | $7,189 |
![]() |
153,251 | +107 | $6,737 |
SHYG | 153,251 | +107 | $6,737 |
![]() |
15,948 | -72 | $6,642 |
VGT | 15,948 | -72 | $6,642 |
![]() |
10,601 | +50 | $6,599 |
PANW | 10,601 | +50 | $6,599 |
![]() |
1,730 | +5 | $5,641 |
AMZN | 1,730 | +5 | $5,641 |
![]() |
56,443 | -3,436 | $5,621 |
AN | 56,443 | -3,436 | $5,621 |
![]() |
115,945 | -709 | $5,349 |
VWO | 115,945 | -709 | $5,349 |
![]() |
31,805 | -325 | $5,265 |
AWK | 31,805 | -325 | $5,265 |
![]() |
27,334 | +9,741 | $5,152 |
NXST | 27,334 | +9,741 | $5,152 |
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18,581 | -361 | $5,070 |
NVDA | 18,581 | -361 | $5,070 |
![]() |
8,650 | -615 | $4,981 |
COST | 8,650 | -615 | $4,981 |
![]() |
54,450 | -1,399 | $4,953 |
SBUX | 54,450 | -1,399 | $4,953 |
![]() |
7,979 | +6 | $4,713 |
TMO | 7,979 | +6 | $4,713 |
![]() |
4,174 | +6 | $4,498 |
TSLA | 4,174 | +6 | $4,498 |
![]() |
$4,436 | ||
BRK.B | 12,571 | UNCH | $4,436 |
![]() |
19,785 | -162 | $4,399 |
FB | 19,785 | -162 | $4,399 |
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49,821 | +436 | $4,220 |
NEE | 49,821 | +436 | $4,220 |
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62,502 | -37,385 | $4,156 |
MOS | 62,502 | -37,385 | $4,156 |
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82,969 | -3,295 | $4,127 |
FCX | 82,969 | -3,295 | $4,127 |
![]() |
40,842 | -4,079 | $4,084 |
COP | 40,842 | -4,079 | $4,084 |
![]() |
53,484 | +2,086 | $3,982 |
XLU | 53,484 | +2,086 | $3,982 |
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20,592 | -168 | $3,720 |
GLD | 20,592 | -168 | $3,720 |
![]() |
66,595 | +144 | $3,633 |
MEOH | 66,595 | +144 | $3,633 |
![]() |
1,755 | -27 | $3,588 |
AZO | 1,755 | -27 | $3,588 |
![]() |
45,989 | +22,729 | $3,441 |
SCHG | 45,989 | +22,729 | $3,441 |
![]() |
16,052 | -41 | $3,407 |
TGT | 16,052 | -41 | $3,407 |
![]() |
24,349 | +386 | $3,319 |
JPM | 24,349 | +386 | $3,319 |
![]() |
90,614 | -1,995 | $3,300 |
PFF | 90,614 | -1,995 | $3,300 |
![]() |
12,654 | -98 | $3,144 |
LHX | 12,654 | -98 | $3,144 |
![]() |
8,668 | +16 | $3,143 |
QQQ | 8,668 | +16 | $3,143 |
![]() |
30,934 | -2,311 | $3,131 |
CVS | 30,934 | -2,311 | $3,131 |
![]() |
23,486 | +395 | $3,103 |
ICE | 23,486 | +395 | $3,103 |
![]() |
18,439 | -364 | $3,002 |
CVX | 18,439 | -364 | $3,002 |
![]() |
11,802 | +10 | $2,965 |
AMT | 11,802 | +10 | $2,965 |
![]() |
17,806 | -12,762 | $2,887 |
ABBV | 17,806 | -12,762 | $2,887 |
![]() |
57,852 | -85 | $2,868 |
FIXD | 57,852 | -85 | $2,868 |
![]() |
11,766 | -1,022 | $2,799 |
CME | 11,766 | -1,022 | $2,799 |
![]() |
14,008 | -17 | $2,683 |
BA | 14,008 | -17 | $2,683 |
![]() |
13,417 | -972 | $2,611 |
HON | 13,417 | -972 | $2,611 |
See Full List: All Stocks Held By HCR Wealth Advisors
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By HCR Wealth Advisors
![]() At 03/31/2022: $611,818 At 12/31/2021: $645,184 HCR Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from HCR Wealth Advisors 13F filings. Link to 13F filings: SEC filings |