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 151–200 of 255
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HDV | iShares Core High (dividend Etf) | 4K | $100K–$500K | SH |
| IYF | iShares US Financials ETF | 4K | $100K–$500K | SH |
| MRK | Merck &co. Inc Com | 5K | $100K–$500K | SH |
| TSM | Taiwan Semiconductr F Sponsored ADR | 2K | $100K–$500K | SH |
| VTEB | Vanguard Muni BND Tax | 9K | $100K–$500K | SH |
| XLF | Select STR Financial Select SPDR ETF | 9K | $100K–$500K | SH |
| GAB | Gabelli Equity CF | 75K | $100K–$500K | SH |
| EEM | iShares MSCI Emerging Markets ETF | 8K | $100K–$500K | SH |
| VZ | Verizon | 11K | $100K–$500K | SH |
| IBB | iShares Biotechnology ETF | 3K | $100K–$500K | SH |
| SCHF | Schwab International Equity ETF | 19K | $100K–$500K | SH |
| CDZI | Cadiz Inc | 81K | $100K–$500K | SH |
| PSX | Phillips 66 | 4K | $100K–$500K | SH |
| EMB | iShares JP Morgan Usd Emerging Marke | 5K | $100K–$500K | SH |
| IVE | iShares S&P 500 Value ETF | 2K | $100K–$500K | SH |
| IWF | iShares Russell 1000 Growth ETF | 919 | $100K–$500K | SH |
| SUB | iShares Short Term NTNL Mun BND ETF | 4K | $100K–$500K | SH |
| FMB | First Trust Managed Municipal ETF IV | 8K | $100K–$500K | SH |
| HYMB | SPDR Nuveen BLMG HG YL MP BND ETF | 17K | $100K–$500K | SH |
| ITA | iShares US Aerospace Defense ETF | 2K | $100K–$500K | SH |
| LQD | iShares iBoxx $ (investment Grade Corporate Bond Etf) | 4K | $100K–$500K | SH |
| GDX | Vaneck Gold Miners ETF | 5K | $100K–$500K | SH |
| SCHA | Schwab US Small Cap ETF | 15K | $100K–$500K | SH |
| MGM | MGM Resorts Intl | 11K | $100K–$500K | SH |
| BUFR | FT Vest Fund Of Buffer ETF | 12K | $100K–$500K | SH |
| TJX | TJX Companies Inc | 3K | $100K–$500K | SH |
| CLX | Clorox Co Com | 4K | $100K–$500K | SH |
| SF | Stifel Finl Co | 3K | $100K–$500K | SH |
| IJK | iShares S&P Mid Cap 400 GRWTH ETF | 4K | $100K–$500K | SH |
| AGG | iShares Core US Aggregate Bond ETF | 4K | $100K–$500K | SH |
| MCO | Moodys Corp | 729 | $100K–$500K | SH |
| ALNY | Alnylam Pharmaceutl | 924 | $100K–$500K | SH |
| VNQ | Vanguard Real Estate ETF | 4K | $100K–$500K | SH |
| PGR | Progressive Co Ohio | 2K | $100K–$500K | SH |
| SUSA | iShares MSCI USA Esg Select ETF | 3K | $100K–$500K | SH |
| PPA | Invesco Aerospace & Defense ETF | 2K | $100K–$500K | SH |
| RLY | SPDR Ssga Multi Asset Real Retur ETF | 11K | $100K–$500K | SH |
| TIP | iShares TIPS Bond ETF | 3K | $100K–$500K | SH |
| BIL | SPDR Bloomberg 1 3 MNTH T BLL ETF | 4K | $100K–$500K | SH |
| SPLV | Invesco S&P 500 Low Volatility ETF | 4K | $100K–$500K | SH |
| PEP | Pepsico Inc | 2K | $100K–$500K | SH |
| COWZ | Pacer US Cash Cows 100 ETF | 5K | $100K–$500K | SH |
| DVY | iShares Select Dividend ETF | 2K | $100K–$500K | SH |
| AEE | Ameren Corp | 3K | $100K–$500K | SH |
| TRV | Travelers | 1K | $100K–$500K | SH |
| RIVN | Rivian Automotive Inc Class A | 15K | $100K–$500K | SH |
| ASML | Asml Holding N V F Sponsored ADR | 277 | $100K–$500K | SH |
| IAU | iShares Gold ETF | 4K | $100K–$500K | SH |
| BLOK | Amplify TRNSFRMTNL Data SHRNG ETF | 5K | $100K–$500K | SH |
| XLV | Select Sector Health Care SPDR ETF | 2K | $100K–$500K | SH |