HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
173,941 | -64,910 | $39,620 |
| AAPL | 173,941 | -64,910 | $39,620 |
| VANGUARD INDEX FDS (VUG) |
193,817 | -1,694 | $32,297 |
| VUG | 193,817 | -1,694 | $32,297 |
| ISHARES TR (TLT) |
192,038 | +4,728 | $27,392 |
| TLT | 192,038 | +4,728 | $27,392 |
| PIMCO ETF TR (MINT) |
181,839 | +6,078 | $18,499 |
| MINT | 181,839 | +6,078 | $18,499 |
| ALPHABET INC |
5,697 | +28 | $6,982 |
| GOOGL | 5,697 | +28 | $6,982 |
| VISA INC |
39,729 | +358 | $6,852 |
| V | 39,729 | +358 | $6,852 |
| MICROSOFT CORP |
46,996 | -12,278 | $6,544 |
| MSFT | 46,996 | -12,278 | $6,544 |
| PROCTER & GAMBLE CO |
47,735 | -2,745 | $5,931 |
| PG | 47,735 | -2,745 | $5,931 |
| JPMORGAN CHASE & CO |
46,623 | -1,169 | $5,489 |
| JPM | 46,623 | -1,169 | $5,489 |
| STARBUCKS CORP |
57,985 | +429 | $5,107 |
| SBUX | 57,985 | +429 | $5,107 |
| FACEBOOK INC |
23,354 | -442 | $4,178 |
| FB | 23,354 | -442 | $4,178 |
| AMERICAN WTR WKS CO INC NEW |
31,220 | -570 | $3,878 |
| AWK | 31,220 | -570 | $3,878 |
| CHEVRON CORP NEW |
31,062 | -859 | $3,685 |
| CVX | 31,062 | -859 | $3,685 |
| DISNEY WALT CO |
27,516 | -1,708 | $3,587 |
| DIS | 27,516 | -1,708 | $3,587 |
| NEXTERA ENERGY INC |
15,115 | -953 | $3,522 |
| NEE | 15,115 | -953 | $3,522 |
| AMAZON COM INC |
1,954 | -136 | $3,397 |
| AMZN | 1,954 | -136 | $3,397 |
| SELECT SECTOR SPDR TR (XLU) |
49,709 | +5,337 | $3,218 |
| XLU | 49,709 | +5,337 | $3,218 |
| COSTCO WHSL CORP NEW |
10,964 | -690 | $3,173 |
| COST | 10,964 | -690 | $3,173 |
 BERKSHIRE HATHAWAY INC DEL |
$3,060 | ||
| BRK.B | 14,681 | -1,104 | $3,060 |
| ISHARES TR (IEF) |
24,830 | +1,765 | $2,793 |
| IEF | 24,830 | +1,765 | $2,793 |
| JPMORGAN CHASE & CO |
119,671 | -21,310 | $2,783 |
| AMJ | 119,671 | -21,310 | $2,783 |
| ISHARES TR (PFF) |
75,725 | -28,706 | $2,762 |
| PFF | 75,725 | -28,706 | $2,762 |
| EXXON MOBIL CORP |
36,852 | -6,572 | $2,601 |
| XOM | 36,852 | -6,572 | $2,601 |
| PROSHARES TR (PSQ) |
88,716 | +5,789 | $2,461 |
| PSQ | 88,716 | +5,789 | $2,461 |
| REALTY INCOME CORP |
31,492 | +3,360 | $2,428 |
| O | 31,492 | +3,360 | $2,428 |
| BOEING CO |
6,208 | +77 | $2,323 |
| BA | 6,208 | +77 | $2,323 |
| THERMO FISHER SCIENTIFIC INC |
7,953 | +359 | $2,317 |
| TMO | 7,953 | +359 | $2,317 |
| SERVICE CORP INTL |
46,204 | +1,903 | $2,193 |
| SCI | 46,204 | +1,903 | $2,193 |
| JOHNSON & JOHNSON |
16,480 | -1,154 | $2,132 |
| JNJ | 16,480 | -1,154 | $2,132 |
| CME GROUP INC |
10,062 | +754 | $2,119 |
| CME | 10,062 | +754 | $2,119 |
| UNITEDHEALTH GROUP INC |
9,324 | +1,628 | $2,053 |
| UNH | 9,324 | +1,628 | $2,053 |
| BANK AMER CORP |
67,267 | -13,339 | $2,024 |
| BAC | 67,267 | -13,339 | $2,024 |
| MERCK & CO INC |
23,705 | -583 | $1,993 |
| MRK | 23,705 | -583 | $1,993 |
| ALPHABET INC |
1,628 | -147 | $1,985 |
| GOOG | 1,628 | -147 | $1,985 |
| AMERICAN STS WTR CO |
21,744 | +400 | $1,971 |
| AWR | 21,744 | +400 | $1,971 |
| HONEYWELL INTL INC |
11,059 | +32 | $1,875 |
| HON | 11,059 | +32 | $1,875 |
| CLOROX CO DEL |
12,302 | +630 | $1,868 |
| CLX | 12,302 | +630 | $1,868 |
| CONOCOPHILLIPS |
32,466 | +2,983 | $1,846 |
| COP | 32,466 | +2,983 | $1,846 |
| CORESITE RLTY CORP |
14,500 | +2,278 | $1,766 |
| COR | 14,500 | +2,278 | $1,766 |
| ECOLAB INC |
8,555 | +1,360 | $1,688 |
| ECL | 8,555 | +1,360 | $1,688 |
| HOME DEPOT INC |
7,190 | -563 | $1,669 |
| HD | 7,190 | -563 | $1,669 |
| SPDR GOLD TRUST (GLD) |
11,289 | +1,990 | $1,570 |
| GLD | 11,289 | +1,990 | $1,570 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
16,980 | +2,421 | $1,566 |
| ICE | 16,980 | +2,421 | $1,566 |
| KELLOGG CO |
24,161 | +24,161 | $1,547 |
| K | 24,161 | +24,161 | $1,547 |
| FIRST TR EXCHANGE TRADED FD (FPE) |
76,302 | +415 | $1,519 |
| FPE | 76,302 | +415 | $1,519 |
| SPDR S&P 500 ETF TR (SPY) |
5,005 | -1,304 | $1,485 |
| SPY | 5,005 | -1,304 | $1,485 |
| NIKE INC |
15,682 | +1,702 | $1,467 |
| NKE | 15,682 | +1,702 | $1,467 |
| CONSTELLATION BRANDS INC |
7,041 | +1,286 | $1,451 |
| STZ | 7,041 | +1,286 | $1,451 |
| SPDR SERIES TRUST (KIE) |
39,708 | -1,845 | $1,399 |
| KIE | 39,708 | -1,845 | $1,399 |
| BRISTOL MYERS SQUIBB CO |
27,113 | +2,342 | $1,386 |
| BMY | 27,113 | +2,342 | $1,386 |
See Full List: All Stocks Held By HCR Wealth Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By HCR Wealth Advisors
|
Size ($ in 1000's)
At 09/30/2019: $301,210 At 06/30/2019: $351,663 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 |
