CIK 1697715
HCR Wealth Advisors
Institutional 13F holdings & portfolio
Holdings
255
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 255
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABBV | Abbvie Inc Com | 14K | $1M+ | SH |
| IEFA | iShares Core MSCI EAFE ETF | 36K | $1M+ | SH |
| NEE | Nextera Energy Inc | 39K | $1M+ | SH |
| NFLX | Netflix Inc | 34K | $1M+ | SH |
| CME | CME Group Inc | 12K | $1M+ | SH |
| CVX | Chevron Corp. | 20K | $1M+ | SH |
| NOW | ServiceNow Inc | 20K | $1M+ | SH |
| SYK | Stryker Corp | 9K | $1M+ | SH |
| BAC | Bank Of America Corp | 54K | $1M+ | SH |
| CAT | Caterpillar | 5K | $1M+ | SH |
| HD | Home Depot | 8K | $1M+ | SH |
| DELL | Dell Technologies Inc Class C | 22K | $1M+ | SH |
| TDG | Transdigm Group | 2K | $1M+ | SH |
| XOM | ExxonMobil | 22K | $1M+ | SH |
| SBUX | Starbucks Corp Com | 30K | $1M+ | SH |
| JNJ | Johnson & Johnson | 12K | $1M+ | SH |
| DIS | Walt Disney | 21K | $1M+ | SH |
| VTI | Vanguard Total Stock Market Index Fund ETF | 7K | $1M+ | SH |
| HON | Honeywell | 12K | $1M+ | SH |
| GS | Goldman Sachs Group | 3K | $1M+ | SH |
| VEA | Vanguard FTSE Developed Markets ETF | 36K | $1M+ | SH |
| MA | Mastercard | 4K | $1M+ | SH |
| ALL | Allstate Corp | 10K | $1M+ | SH |
| SHYG | iShares High Yield Corporat Bond ETF | 48K | $1M+ | SH |
| MINT | PIMCO Enhanced SHRT Maturty Actv ETF | 21K | $1M+ | SH |
| IJH | iShares Core S&P Mid Cap | 31K | $1M+ | SH |
| CSM | ProShares Large Cap Core Plus ETF | 26K | $1M+ | SH |
| JCI | Johnson Controls Inter F | 16K | $1M+ | SH |
| IBIT | iShares Bitcoin ETF | 39K | $1M+ | SH |
| IYW | iShares US Technology ETF | 9K | $1M+ | SH |
| FCX | Freeport-Mcmoran Inc | 35K | $1M+ | SH |
| RTX | RTX Corp | 9K | $1M+ | SH |
| UCON | First Trust TCW Unconstrained Plus Bond ETF | 66K | $1M+ | SH |
| VB | Vanguard Small Cap ETF IV | 6K | $1M+ | SH |
| FIXD | First Trust TCW Opportunistic Fixed Income ETF | 36K | $1M+ | SH |
| MCD | McDonalds | 5K | $1M+ | SH |
| AMGN | Amgen Inc. | 5K | $1M+ | SH |
| OWL | Blue Owl Cap Inc Class A | 105K | $1M+ | SH |
| FDX | Fedex Corp Com | 5K | $1M+ | SH |
| ZTS | Zoetis Inc | 12K | $1M+ | SH |
| AMLP | Alps Alerian MLP ETF | 33K | $1M+ | SH |
| LLY | Lilly Eli & Co | 1K | $1M+ | SH |
| VGT | Vanguard Information Technology Index Fund ETF | 2K | $1M+ | SH |
| RKT | Rocket Cos Inc Com | 73K | $1M+ | SH |
| IEI | iShares 3-7 Year Treasury Bond ETF | 12K | $1M+ | SH |
| XLK | Technology Select Sector SPDR ETF | 10K | $1M+ | SH |
| SCHW | Charles Schwab Corp | 14K | $1M+ | SH |
| PG | Procter & Gamble | 9K | $1M+ | SH |
| IEF | iShares 7-10 Year Treasury Bond ETF | 14K | $1M+ | SH |
| BND | Vanguard Total Bond Market ETF | 18K | $1M+ | SH |