HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
231,922 | -3,782 | $58,975 |
| AAPL | 231,922 | -3,782 | $58,975 |
| ISHARES TR (TLT) |
183,434 | -13,564 | $30,222 |
| TLT | 183,434 | -13,564 | $30,222 |
| VANGUARD INDEX FDS (VUG) |
192,723 | -5,623 | $30,198 |
| VUG | 192,723 | -5,623 | $30,198 |
| VANGUARD WHITEHALL FDS (VYM) |
320,549 | -56,097 | $22,679 |
| VYM | 320,549 | -56,097 | $22,679 |
| PIMCO ETF TR (MINT) |
177,745 | -7,654 | $17,593 |
| MINT | 177,745 | -7,654 | $17,593 |
| FIRST TR EXCH TRADED FD III (FPE) |
696,288 | -3,220 | $11,419 |
| FPE | 696,288 | -3,220 | $11,419 |
| MICROSOFT CORP |
63,433 | +652 | $10,004 |
| MSFT | 63,433 | +652 | $10,004 |
| PROSHARES TR (PSQ) |
384,669 | +310,265 | $9,774 |
| PSQ | 384,669 | +310,265 | $9,774 |
| ALPHABET INC |
5,825 | -11 | $6,768 |
| GOOGL | 5,825 | -11 | $6,768 |
| VISA INC |
39,016 | -1,245 | $6,286 |
| V | 39,016 | -1,245 | $6,286 |
| AMAZON COM INC |
2,346 | -43 | $4,574 |
| AMZN | 2,346 | -43 | $4,574 |
| STARBUCKS CORP |
62,388 | +2,745 | $4,101 |
| SBUX | 62,388 | +2,745 | $4,101 |
| NEXTERA ENERGY INC |
16,612 | +44 | $3,997 |
| NEE | 16,612 | +44 | $3,997 |
| AMERICAN WTR WKS CO INC NEW |
32,255 | -282 | $3,856 |
| AWK | 32,255 | -282 | $3,856 |
| FACEBOOK INC |
22,222 | -1,449 | $3,707 |
| FB | 22,222 | -1,449 | $3,707 |
| DISNEY WALT CO |
37,062 | +6,054 | $3,580 |
| DIS | 37,062 | +6,054 | $3,580 |
| ISHARES TR (PFF) |
109,075 | +653 | $3,395 |
| PFF | 109,075 | +653 | $3,395 |
| COSTCO WHSL CORP NEW |
11,590 | -193 | $3,305 |
| COST | 11,590 | -193 | $3,305 |
| SELECT SECTOR SPDR TR (XLE) |
103,821 | +100,363 | $3,017 |
| XLE | 103,821 | +100,363 | $3,017 |
| ISHARES TR (IEF) |
24,420 | -100 | $2,967 |
| IEF | 24,420 | -100 | $2,967 |
| SELECT SECTOR SPDR TR (XLU) |
51,518 | -716 | $2,855 |
| XLU | 51,518 | -716 | $2,855 |
 BERKSHIRE HATHAWAY INC DEL |
$2,709 | ||
| BRK.B | 14,815 | +14,815 | $2,709 |
| INTEL CORP |
45,479 | -2,374 | $2,461 |
| INTC | 45,479 | -2,374 | $2,461 |
| SCHWAB STRATEGIC TR |
30,865 | -1,483 | $2,458 |
| SCHG | 30,865 | -1,483 | $2,458 |
| THERMO FISHER SCIENTIFIC INC |
7,956 | -7 | $2,256 |
| TMO | 7,956 | -7 | $2,256 |
| CLOROX CO DEL |
12,638 | -188 | $2,189 |
| CLX | 12,638 | -188 | $2,189 |
| MERCK & CO. INC |
27,800 | +98 | $2,139 |
| MRK | 27,800 | +98 | $2,139 |
| SPDR S&P 500 ETF TR (SPY) |
7,719 | +1,017 | $1,990 |
| SPY | 7,719 | +1,017 | $1,990 |
| SERVICE CORP INTL |
49,023 | +820 | $1,917 |
| SCI | 49,023 | +820 | $1,917 |
| CORESITE RLTY CORP |
16,118 | +639 | $1,868 |
| COR | 16,118 | +639 | $1,868 |
| SPDR GOLD TRUST (GLD) |
12,345 | +25 | $1,828 |
| GLD | 12,345 | +25 | $1,828 |
| CME GROUP INC |
10,287 | -280 | $1,779 |
| CME | 10,287 | -280 | $1,779 |
| JOHNSON & JOHNSON |
13,498 | -4,423 | $1,770 |
| JNJ | 13,498 | -4,423 | $1,770 |
| JPMORGAN CHASE & CO |
19,500 | -29,117 | $1,756 |
| JPM | 19,500 | -29,117 | $1,756 |
| PROCTER & GAMBLE CO |
15,804 | -34,585 | $1,738 |
| PG | 15,804 | -34,585 | $1,738 |
| AMER STATES WTR CO |
21,213 | -642 | $1,734 |
| AWR | 21,213 | -642 | $1,734 |
| KELLOGG CO |
28,575 | +321 | $1,714 |
| K | 28,575 | +321 | $1,714 |
| BK OF AMERICA CORP |
80,183 | +80,183 | $1,702 |
| BAC | 80,183 | +80,183 | $1,702 |
| HOME DEPOT INC |
8,598 | +144 | $1,605 |
| HD | 8,598 | +144 | $1,605 |
| NETFLIX INC |
4,144 | -60 | $1,556 |
| NFLX | 4,144 | -60 | $1,556 |
| ALPHABET INC |
1,313 | -362 | $1,527 |
| GOOG | 1,313 | -362 | $1,527 |
| HONEYWELL INTL INC |
11,398 | -92 | $1,525 |
| HON | 11,398 | -92 | $1,525 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
17,783 | +281 | $1,436 |
| ICE | 17,783 | +281 | $1,436 |
| BRISTOL MYERS SQUIBB CO |
24,583 | +24,583 | $1,370 |
| BMY | 24,583 | +24,583 | $1,370 |
| CHEVRON CORP NEW |
18,802 | -13,441 | $1,362 |
| CVX | 18,802 | -13,441 | $1,362 |
| ISHARES TR (IYR) |
18,938 | +985 | $1,318 |
| IYR | 18,938 | +985 | $1,318 |
| MCDONALDS CORP |
7,930 | +305 | $1,311 |
| MCD | 7,930 | +305 | $1,311 |
| TARGET CORP |
14,096 | -54 | $1,311 |
| TGT | 14,096 | -54 | $1,311 |
| WALMART INC |
11,370 | -135 | $1,292 |
| WMT | 11,370 | -135 | $1,292 |
| ECOLAB INC |
8,280 | -427 | $1,290 |
| ECL | 8,280 | -427 | $1,290 |
See Full List: All Stocks Held By HCR Wealth Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By HCR Wealth Advisors
|
Size ($ in 1000's)
At 03/31/2020: $349,565 At 12/31/2019: $412,222 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 |
