HoldingsChannel.com
| Entity | Amount | Change
12/31/2021 to 03/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
598,758 | +1,563 | $104,549 |
| AAPL | 598,758 | +1,563 | $104,549 |
| VANGUARD WHITEHALL FDS (VYM) |
466,437 | -120,137 | $52,357 |
| VYM | 466,437 | -120,137 | $52,357 |
| VANGUARD INDEX FDS (VUG) |
168,622 | -9,357 | $48,496 |
| VUG | 168,622 | -9,357 | $48,496 |
| ISHARES TR (IJR) |
317,112 | +317,112 | $34,210 |
| IJR | 317,112 | +317,112 | $34,210 |
| FIRST TR EXCH TRADED FD III (FPE) |
898,380 | +78,435 | $17,087 |
| FPE | 898,380 | +78,435 | $17,087 |
| MICROSOFT CORP |
51,724 | +1,265 | $15,947 |
| MSFT | 51,724 | +1,265 | $15,947 |
| ALPHABET INC |
5,580 | -120 | $15,520 |
| GOOGL | 5,580 | -120 | $15,520 |
| INVESCO EXCH TRADED FD TR II (BKLN) |
660,519 | -9,922 | $14,380 |
| BKLN | 660,519 | -9,922 | $14,380 |
| ISHARES TR (IVV) |
31,692 | +29,312 | $14,378 |
| IVV | 31,692 | +29,312 | $14,378 |
| SELECT SECTOR SPDR TR (XLE) |
129,910 | -190,094 | $9,930 |
| XLE | 129,910 | -190,094 | $9,930 |
| VISA INC |
35,383 | -860 | $7,847 |
| V | 35,383 | -860 | $7,847 |
| ISHARES TR (TLT) |
54,426 | +54,426 | $7,189 |
| TLT | 54,426 | +54,426 | $7,189 |
| ISHARES TR (SHYG) |
153,251 | +107 | $6,737 |
| SHYG | 153,251 | +107 | $6,737 |
| VANGUARD WORLD FDS (VGT) |
15,948 | -72 | $6,642 |
| VGT | 15,948 | -72 | $6,642 |
| PALO ALTO NETWORKS INC |
10,601 | +50 | $6,599 |
| PANW | 10,601 | +50 | $6,599 |
| AMAZON COM INC |
1,730 | +5 | $5,641 |
| AMZN | 1,730 | +5 | $5,641 |
| AUTONATION INC |
56,443 | -3,436 | $5,621 |
| AN | 56,443 | -3,436 | $5,621 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
115,945 | -709 | $5,349 |
| VWO | 115,945 | -709 | $5,349 |
| AMERICAN WTR WKS CO INC NEW |
31,805 | -325 | $5,265 |
| AWK | 31,805 | -325 | $5,265 |
| NEXSTAR MEDIA GROUP INC |
27,334 | +9,741 | $5,152 |
| NXST | 27,334 | +9,741 | $5,152 |
| NVIDIA CORPORATION |
18,581 | -361 | $5,070 |
| NVDA | 18,581 | -361 | $5,070 |
| COSTCO WHSL CORP NEW |
8,650 | -615 | $4,981 |
| COST | 8,650 | -615 | $4,981 |
| STARBUCKS CORP |
54,450 | -1,399 | $4,953 |
| SBUX | 54,450 | -1,399 | $4,953 |
| THERMO FISHER SCIENTIFIC INC |
7,979 | +6 | $4,713 |
| TMO | 7,979 | +6 | $4,713 |
| TESLA INC |
4,174 | +6 | $4,498 |
| TSLA | 4,174 | +6 | $4,498 |
 BERKSHIRE HATHAWAY INC DEL |
$4,436 | ||
| BRK.B | 12,571 | UNCH | $4,436 |
| FACEBOOK INC |
19,785 | -162 | $4,399 |
| FB | 19,785 | -162 | $4,399 |
| NEXTERA ENERGY INC |
49,821 | +436 | $4,220 |
| NEE | 49,821 | +436 | $4,220 |
| MOSAIC CO NEW |
62,502 | -37,385 | $4,156 |
| MOS | 62,502 | -37,385 | $4,156 |
| FREEPORT MCMORAN INC |
82,969 | -3,295 | $4,127 |
| FCX | 82,969 | -3,295 | $4,127 |
| CONOCOPHILLIPS |
40,842 | -4,079 | $4,084 |
| COP | 40,842 | -4,079 | $4,084 |
| SELECT SECTOR SPDR TR (XLU) |
53,484 | +2,086 | $3,982 |
| XLU | 53,484 | +2,086 | $3,982 |
| SPDR GOLD TR (GLD) |
20,592 | -168 | $3,720 |
| GLD | 20,592 | -168 | $3,720 |
| METHANEX CORP |
66,595 | +144 | $3,633 |
| MEOH | 66,595 | +144 | $3,633 |
| AUTOZONE INC |
1,755 | -27 | $3,588 |
| AZO | 1,755 | -27 | $3,588 |
| SCHWAB STRATEGIC TR |
45,989 | +22,729 | $3,441 |
| SCHG | 45,989 | +22,729 | $3,441 |
| TARGET CORP |
16,052 | -41 | $3,407 |
| TGT | 16,052 | -41 | $3,407 |
| JPMORGAN CHASE & CO |
24,349 | +386 | $3,319 |
| JPM | 24,349 | +386 | $3,319 |
| ISHARES TR (PFF) |
90,614 | -1,995 | $3,300 |
| PFF | 90,614 | -1,995 | $3,300 |
| L3HARRIS TECHNOLOGIES INC |
12,654 | -98 | $3,144 |
| LHX | 12,654 | -98 | $3,144 |
| INVESCO QQQ TR |
8,668 | +16 | $3,143 |
| QQQ | 8,668 | +16 | $3,143 |
| CVS HEALTH CORP |
30,934 | -2,311 | $3,131 |
| CVS | 30,934 | -2,311 | $3,131 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
23,486 | +395 | $3,103 |
| ICE | 23,486 | +395 | $3,103 |
| CHEVRON CORP NEW |
18,439 | -364 | $3,002 |
| CVX | 18,439 | -364 | $3,002 |
| AMERICAN TOWER CORP NEW |
11,802 | +10 | $2,965 |
| AMT | 11,802 | +10 | $2,965 |
| ABBVIE INC |
17,806 | -12,762 | $2,887 |
| ABBV | 17,806 | -12,762 | $2,887 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
57,852 | -85 | $2,868 |
| FIXD | 57,852 | -85 | $2,868 |
| CME GROUP INC |
11,766 | -1,022 | $2,799 |
| CME | 11,766 | -1,022 | $2,799 |
| BOEING CO |
14,008 | -17 | $2,683 |
| BA | 14,008 | -17 | $2,683 |
| HONEYWELL INTL INC |
13,417 | -972 | $2,611 |
| HON | 13,417 | -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 |
