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 101–150 of 255
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWM | iShares Russell 2000 ETF | 5K | $1M+ | SH |
| CMF | iShares California Muni Bond ETF | 21K | $1M+ | SH |
| GBTC | Grayscale Bitcoin TR BTC | 17K | $1M+ | SH |
| MO | Altria Group Inc | 20K | $1M+ | SH |
| GEV | GE Vernova Inc | 2K | $1M+ | SH |
| WFC | Wells Fargo & Co | 12K | $1M+ | SH |
| AFL | Aflac Inc | 10K | $1M+ | SH |
| PFF | iShares Preferred Income Sec ETF IV | 34K | $1M+ | SH |
| PM | Philip Morris Intl | 7K | $1M+ | SH |
| GE | General Electric Co | 3K | $1M+ | SH |
| ADBE | Adobe Inc | 3K | $1M+ | SH |
| BX | Blackstone Inc | 7K | $1M+ | SH |
| ITOT | iShares Core S&P Total US Stock Mark | 7K | $500K+ | SH |
| BOND | PIMCO Active Bond ETF | 11K | $500K+ | SH |
| AWR | American States Water Co | 13K | $500K+ | SH |
| TFLO | iShares Treasury Floating Rate B ETF | 18K | $500K+ | SH |
| MRVL | Marvell Technology Inc | 10K | $500K+ | SH |
| ISRG | Intuitive Surgical | 2K | $500K+ | SH |
| IVW | iShares S&P 500 Growth ETF | 7K | $500K+ | SH |
| CHD | Church &dwight Co | 10K | $500K+ | SH |
| STZ | Constellation Brands | 6K | $500K+ | SH |
| COF | Capital One FC | 3K | $500K+ | SH |
| XLE | Energy Select Sector SPDR ETF | 19K | $500K+ | SH |
| INTU | Intuit Inc | 1K | $500K+ | SH |
| QUAL | iShares MSCI USA QLTY Fact ETF | 4K | $500K+ | SH |
| SCHX | Schwab US Large Cap ETF | 29K | $500K+ | SH |
| DIA | SPDR Dow Jones Industrial Avrg ETF | 2K | $500K+ | SH |
| LMT | Lockheed Martin Corp | 1K | $500K+ | SH |
| C | Citigroup Inc | 6K | $500K+ | SH |
| AMD | Advanced Micro Device In | 3K | $500K+ | SH |
| KO | Coca-Cola | 10K | $500K+ | SH |
| PLTR | Palantir Technologies In Class A | 4K | $500K+ | SH |
| BSV | Vanguard Short-Term Bond ETF | 9K | $500K+ | SH |
| VHT | Vanguard Health Care ETF | 2K | $500K+ | SH |
| UNH | UnitedHealth Group | 2K | $500K+ | SH |
| PH | Parker-Hannifin Corp | 709 | $500K+ | SH |
| AXP | American Express Co | 2K | $500K+ | SH |
| HACK | Amplify Cybersecurity ETF | 7K | $500K+ | SH |
| NKE | Nike Inc Class B Com | 9K | $500K+ | SH |
| SHW | Sherwin Williams Co | 2K | $500K+ | SH |
| MDY | SPDR S&P Midcap 400 ETF | 926 | $500K+ | SH |
| IBM | IBM | 2K | $500K+ | SH |
| FV | First Dorsey Wright Focus 5 ETF IV | 9K | $500K+ | SH |
| CRM | Salesforce | 2K | $500K+ | SH |
| EFA | iShares MSCI EAFE ETF | 6K | $500K+ | SH |
| NVO | Novo-Nordisk As Vormal F Sponsored ADR | 10K | $500K+ | SH |
| SRE | Sempra | 6K | $500K+ | SH |
| NXST | Nexstar Media Group Inc Com CL A | 3K | $500K+ | SH |
| LIN | Linde PLC F | 1K | $500K+ | SH |
| IYR | iShares US Real Estate ETF | 5K | $100K–$500K | SH |