HoldingsChannel.com
HCR Wealth Advisors Top Holdings
As of  03/31/2022, below is a summary of the HCR Wealth Advisors top holdings by largest position size, as per the latest 13f filing made by HCR Wealth Advisors. In the HCR Wealth Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by HCR Wealth Advisors in that top holding, then the share count change between reporting periods, and finally the HCR Wealth Advisors top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
APPLE INC 598,758 +1,563 $104,549
     AAPL598,758+1,563$104,549
VANGUARD WHITEHALL FDS (VYM) 466,437 -120,137 $52,357
     VYM466,437-120,137$52,357
VANGUARD INDEX FDS (VUG) 168,622 -9,357 $48,496
     VUG168,622-9,357$48,496
ISHARES TR (IJR) 317,112 +317,112 $34,210
     IJR317,112+317,112$34,210
FIRST TR EXCH TRADED FD III (FPE) 898,380 +78,435 $17,087
     FPE898,380+78,435$17,087
MICROSOFT CORP 51,724 +1,265 $15,947
     MSFT51,724+1,265$15,947
ALPHABET INC 5,580 -120 $15,520
     GOOGL5,580-120$15,520
INVESCO EXCH TRADED FD TR II (BKLN) 660,519 -9,922 $14,380
     BKLN660,519-9,922$14,380
ISHARES TR (IVV) 31,692 +29,312 $14,378
     IVV31,692+29,312$14,378
SELECT SECTOR SPDR TR (XLE) 129,910 -190,094 $9,930
     XLE129,910-190,094$9,930
VISA INC 35,383 -860 $7,847
     V35,383-860$7,847
ISHARES TR (TLT) 54,426 +54,426 $7,189
     TLT54,426+54,426$7,189
ISHARES TR (SHYG) 153,251 +107 $6,737
     SHYG153,251+107$6,737
VANGUARD WORLD FDS (VGT) 15,948 -72 $6,642
     VGT15,948-72$6,642
PALO ALTO NETWORKS INC 10,601 +50 $6,599
     PANW10,601+50$6,599
AMAZON COM INC 1,730 +5 $5,641
     AMZN1,730+5$5,641
AUTONATION INC 56,443 -3,436 $5,621
     AN56,443-3,436$5,621
VANGUARD INTL EQUITY INDEX F (VWO) 115,945 -709 $5,349
     VWO115,945-709$5,349
AMERICAN WTR WKS CO INC NEW 31,805 -325 $5,265
     AWK31,805-325$5,265
NEXSTAR MEDIA GROUP INC 27,334 +9,741 $5,152
     NXST27,334+9,741$5,152
NVIDIA CORPORATION 18,581 -361 $5,070
     NVDA18,581-361$5,070
COSTCO WHSL CORP NEW 8,650 -615 $4,981
     COST8,650-615$4,981
STARBUCKS CORP 54,450 -1,399 $4,953
     SBUX54,450-1,399$4,953
THERMO FISHER SCIENTIFIC INC 7,979 +6 $4,713
     TMO7,979+6$4,713
TESLA INC 4,174 +6 $4,498
     TSLA4,174+6$4,498
BERKSHIRE HATHAWAY INC DEL      $4,436
     BRK.B12,571UNCH$4,436
FACEBOOK INC 19,785 -162 $4,399
     FB19,785-162$4,399
NEXTERA ENERGY INC 49,821 +436 $4,220
     NEE49,821+436$4,220
MOSAIC CO NEW 62,502 -37,385 $4,156
     MOS62,502-37,385$4,156
FREEPORT MCMORAN INC 82,969 -3,295 $4,127
     FCX82,969-3,295$4,127
CONOCOPHILLIPS 40,842 -4,079 $4,084
     COP40,842-4,079$4,084
SELECT SECTOR SPDR TR (XLU) 53,484 +2,086 $3,982
     XLU53,484+2,086$3,982
SPDR GOLD TR (GLD) 20,592 -168 $3,720
     GLD20,592-168$3,720
METHANEX CORP 66,595 +144 $3,633
     MEOH66,595+144$3,633
AUTOZONE INC 1,755 -27 $3,588
     AZO1,755-27$3,588
SCHWAB STRATEGIC TR 45,989 +22,729 $3,441
     SCHG45,989+22,729$3,441
TARGET CORP 16,052 -41 $3,407
     TGT16,052-41$3,407
JPMORGAN CHASE & CO 24,349 +386 $3,319
     JPM24,349+386$3,319
ISHARES TR (PFF) 90,614 -1,995 $3,300
     PFF90,614-1,995$3,300
L3HARRIS TECHNOLOGIES INC 12,654 -98 $3,144
     LHX12,654-98$3,144
INVESCO QQQ TR 8,668 +16 $3,143
     QQQ8,668+16$3,143
CVS HEALTH CORP 30,934 -2,311 $3,131
     CVS30,934-2,311$3,131
INTERCONTINENTAL EXCHANGE IN (ICE) 23,486 +395 $3,103
     ICE23,486+395$3,103
CHEVRON CORP NEW 18,439 -364 $3,002
     CVX18,439-364$3,002
AMERICAN TOWER CORP NEW 11,802 +10 $2,965
     AMT11,802+10$2,965
ABBVIE INC 17,806 -12,762 $2,887
     ABBV17,806-12,762$2,887
FIRST TR EXCHNG TRADED FD VI (FIXD) 57,852 -85 $2,868
     FIXD57,852-85$2,868
CME GROUP INC 11,766 -1,022 $2,799
     CME11,766-1,022$2,799
BOEING CO 14,008 -17 $2,683
     BA14,008-17$2,683
HONEYWELL INTL INC 13,417 -972 $2,611
     HON13,417-972$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

Size ($ in 1000's)
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

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

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