HoldingsChannel.com
HCR Wealth Advisors Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
APPLE INC 173,941 -64,910 $39,620
     AAPL173,941-64,910$39,620
VANGUARD INDEX FDS (VUG) 193,817 -1,694 $32,297
     VUG193,817-1,694$32,297
ISHARES TR (TLT) 192,038 +4,728 $27,392
     TLT192,038+4,728$27,392
PIMCO ETF TR (MINT) 181,839 +6,078 $18,499
     MINT181,839+6,078$18,499
ALPHABET INC 5,697 +28 $6,982
     GOOGL5,697+28$6,982
VISA INC 39,729 +358 $6,852
     V39,729+358$6,852
MICROSOFT CORP 46,996 -12,278 $6,544
     MSFT46,996-12,278$6,544
PROCTER & GAMBLE CO 47,735 -2,745 $5,931
     PG47,735-2,745$5,931
JPMORGAN CHASE & CO 46,623 -1,169 $5,489
     JPM46,623-1,169$5,489
STARBUCKS CORP 57,985 +429 $5,107
     SBUX57,985+429$5,107
FACEBOOK INC 23,354 -442 $4,178
     FB23,354-442$4,178
AMERICAN WTR WKS CO INC NEW 31,220 -570 $3,878
     AWK31,220-570$3,878
CHEVRON CORP NEW 31,062 -859 $3,685
     CVX31,062-859$3,685
DISNEY WALT CO 27,516 -1,708 $3,587
     DIS27,516-1,708$3,587
NEXTERA ENERGY INC 15,115 -953 $3,522
     NEE15,115-953$3,522
AMAZON COM INC 1,954 -136 $3,397
     AMZN1,954-136$3,397
SELECT SECTOR SPDR TR (XLU) 49,709 +5,337 $3,218
     XLU49,709+5,337$3,218
COSTCO WHSL CORP NEW 10,964 -690 $3,173
     COST10,964-690$3,173
BERKSHIRE HATHAWAY INC DEL      $3,060
     BRK.B14,681-1,104$3,060
ISHARES TR (IEF) 24,830 +1,765 $2,793
     IEF24,830+1,765$2,793
JPMORGAN CHASE & CO 119,671 -21,310 $2,783
     AMJ119,671-21,310$2,783
ISHARES TR (PFF) 75,725 -28,706 $2,762
     PFF75,725-28,706$2,762
EXXON MOBIL CORP 36,852 -6,572 $2,601
     XOM36,852-6,572$2,601
PROSHARES TR (PSQ) 88,716 +5,789 $2,461
     PSQ88,716+5,789$2,461
REALTY INCOME CORP 31,492 +3,360 $2,428
     O31,492+3,360$2,428
BOEING CO 6,208 +77 $2,323
     BA6,208+77$2,323
THERMO FISHER SCIENTIFIC INC 7,953 +359 $2,317
     TMO7,953+359$2,317
SERVICE CORP INTL 46,204 +1,903 $2,193
     SCI46,204+1,903$2,193
JOHNSON & JOHNSON 16,480 -1,154 $2,132
     JNJ16,480-1,154$2,132
CME GROUP INC 10,062 +754 $2,119
     CME10,062+754$2,119
UNITEDHEALTH GROUP INC 9,324 +1,628 $2,053
     UNH9,324+1,628$2,053
BANK AMER CORP 67,267 -13,339 $2,024
     BAC67,267-13,339$2,024
MERCK & CO INC 23,705 -583 $1,993
     MRK23,705-583$1,993
ALPHABET INC 1,628 -147 $1,985
     GOOG1,628-147$1,985
AMERICAN STS WTR CO 21,744 +400 $1,971
     AWR21,744+400$1,971
HONEYWELL INTL INC 11,059 +32 $1,875
     HON11,059+32$1,875
CLOROX CO DEL 12,302 +630 $1,868
     CLX12,302+630$1,868
CONOCOPHILLIPS 32,466 +2,983 $1,846
     COP32,466+2,983$1,846
CORESITE RLTY CORP 14,500 +2,278 $1,766
     COR14,500+2,278$1,766
ECOLAB INC 8,555 +1,360 $1,688
     ECL8,555+1,360$1,688
HOME DEPOT INC 7,190 -563 $1,669
     HD7,190-563$1,669
SPDR GOLD TRUST (GLD) 11,289 +1,990 $1,570
     GLD11,289+1,990$1,570
INTERCONTINENTAL EXCHANGE IN (ICE) 16,980 +2,421 $1,566
     ICE16,980+2,421$1,566
KELLOGG CO 24,161 +24,161 $1,547
     K24,161+24,161$1,547
FIRST TR EXCHANGE TRADED FD (FPE) 76,302 +415 $1,519
     FPE76,302+415$1,519
SPDR S&P 500 ETF TR (SPY) 5,005 -1,304 $1,485
     SPY5,005-1,304$1,485
NIKE INC 15,682 +1,702 $1,467
     NKE15,682+1,702$1,467
CONSTELLATION BRANDS INC 7,041 +1,286 $1,451
     STZ7,041+1,286$1,451
SPDR SERIES TRUST (KIE) 39,708 -1,845 $1,399
     KIE39,708-1,845$1,399
BRISTOL MYERS SQUIBB CO 27,113 +2,342 $1,386
     BMY27,113+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

HCR Wealth Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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