HoldingsChannel.com
HCR Wealth Advisors Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 231,922 -3,782 $58,975
     AAPL231,922-3,782$58,975
ISHARES TR (TLT) 183,434 -13,564 $30,222
     TLT183,434-13,564$30,222
VANGUARD INDEX FDS (VUG) 192,723 -5,623 $30,198
     VUG192,723-5,623$30,198
VANGUARD WHITEHALL FDS (VYM) 320,549 -56,097 $22,679
     VYM320,549-56,097$22,679
PIMCO ETF TR (MINT) 177,745 -7,654 $17,593
     MINT177,745-7,654$17,593
FIRST TR EXCH TRADED FD III (FPE) 696,288 -3,220 $11,419
     FPE696,288-3,220$11,419
MICROSOFT CORP 63,433 +652 $10,004
     MSFT63,433+652$10,004
PROSHARES TR (PSQ) 384,669 +310,265 $9,774
     PSQ384,669+310,265$9,774
ALPHABET INC 5,825 -11 $6,768
     GOOGL5,825-11$6,768
VISA INC 39,016 -1,245 $6,286
     V39,016-1,245$6,286
AMAZON COM INC 2,346 -43 $4,574
     AMZN2,346-43$4,574
STARBUCKS CORP 62,388 +2,745 $4,101
     SBUX62,388+2,745$4,101
NEXTERA ENERGY INC 16,612 +44 $3,997
     NEE16,612+44$3,997
AMERICAN WTR WKS CO INC NEW 32,255 -282 $3,856
     AWK32,255-282$3,856
FACEBOOK INC 22,222 -1,449 $3,707
     FB22,222-1,449$3,707
DISNEY WALT CO 37,062 +6,054 $3,580
     DIS37,062+6,054$3,580
ISHARES TR (PFF) 109,075 +653 $3,395
     PFF109,075+653$3,395
COSTCO WHSL CORP NEW 11,590 -193 $3,305
     COST11,590-193$3,305
SELECT SECTOR SPDR TR (XLE) 103,821 +100,363 $3,017
     XLE103,821+100,363$3,017
ISHARES TR (IEF) 24,420 -100 $2,967
     IEF24,420-100$2,967
SELECT SECTOR SPDR TR (XLU) 51,518 -716 $2,855
     XLU51,518-716$2,855
BERKSHIRE HATHAWAY INC DEL      $2,709
     BRK.B14,815+14,815$2,709
INTEL CORP 45,479 -2,374 $2,461
     INTC45,479-2,374$2,461
SCHWAB STRATEGIC TR 30,865 -1,483 $2,458
     SCHG30,865-1,483$2,458
THERMO FISHER SCIENTIFIC INC 7,956 -7 $2,256
     TMO7,956-7$2,256
CLOROX CO DEL 12,638 -188 $2,189
     CLX12,638-188$2,189
MERCK & CO. INC 27,800 +98 $2,139
     MRK27,800+98$2,139
SPDR S&P 500 ETF TR (SPY) 7,719 +1,017 $1,990
     SPY7,719+1,017$1,990
SERVICE CORP INTL 49,023 +820 $1,917
     SCI49,023+820$1,917
CORESITE RLTY CORP 16,118 +639 $1,868
     COR16,118+639$1,868
SPDR GOLD TRUST (GLD) 12,345 +25 $1,828
     GLD12,345+25$1,828
CME GROUP INC 10,287 -280 $1,779
     CME10,287-280$1,779
JOHNSON & JOHNSON 13,498 -4,423 $1,770
     JNJ13,498-4,423$1,770
JPMORGAN CHASE & CO 19,500 -29,117 $1,756
     JPM19,500-29,117$1,756
PROCTER & GAMBLE CO 15,804 -34,585 $1,738
     PG15,804-34,585$1,738
AMER STATES WTR CO 21,213 -642 $1,734
     AWR21,213-642$1,734
KELLOGG CO 28,575 +321 $1,714
     K28,575+321$1,714
BK OF AMERICA CORP 80,183 +80,183 $1,702
     BAC80,183+80,183$1,702
HOME DEPOT INC 8,598 +144 $1,605
     HD8,598+144$1,605
NETFLIX INC 4,144 -60 $1,556
     NFLX4,144-60$1,556
ALPHABET INC 1,313 -362 $1,527
     GOOG1,313-362$1,527
HONEYWELL INTL INC 11,398 -92 $1,525
     HON11,398-92$1,525
INTERCONTINENTAL EXCHANGE IN (ICE) 17,783 +281 $1,436
     ICE17,783+281$1,436
BRISTOL MYERS SQUIBB CO 24,583 +24,583 $1,370
     BMY24,583+24,583$1,370
CHEVRON CORP NEW 18,802 -13,441 $1,362
     CVX18,802-13,441$1,362
ISHARES TR (IYR) 18,938 +985 $1,318
     IYR18,938+985$1,318
MCDONALDS CORP 7,930 +305 $1,311
     MCD7,930+305$1,311
TARGET CORP 14,096 -54 $1,311
     TGT14,096-54$1,311
WALMART INC 11,370 -135 $1,292
     WMT11,370-135$1,292
ECOLAB INC 8,280 -427 $1,290
     ECL8,280-427$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

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

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