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 201–250 of 255
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PRF | Invesco FTSE Rafi US 1000 ETF | 6K | $100K–$500K | SH |
| TT | Trane Technologies PLC F | 721 | $100K–$500K | SH |
| AIEQ | Amplify Ai Powered Equity ETF | 6K | $100K–$500K | SH |
| NOC | Northrop Grumman Co | 473 | $100K–$500K | SH |
| CSX | CSX Corp | 7K | $100K–$500K | SH |
| SHEL | Shell PLC F Sponsored ADR | 4K | $100K–$500K | SH |
| BTC | Grayscale Bitcoin Mini Trust ETF | 7K | $100K–$500K | SH |
| MRSH | Marsh & MC Lennan Co | 1K | $100K–$500K | SH |
| SNPS | Synopsys Inc | 555 | $100K–$500K | SH |
| FLS | Flowserve Corp | 4K | $100K–$500K | SH |
| QCOM | Qualcomm Inc | 2K | $100K–$500K | SH |
| USRT | iShares Core US REIT ETF | 5K | $100K–$500K | SH |
| SNDK | Sandisk Corp | 1K | $100K–$500K | SH |
| GLDM | SPDR Gold Minishares Etv | 3K | $100K–$500K | SH |
| BTI | Brit Amer Tobacco F Unsponsored ADR | 4K | $100K–$500K | SH |
| CARR | Carrier Global Corp | 5K | $100K–$500K | SH |
| IDXX | Idexx Labs Inc | 362 | $100K–$500K | SH |
| UPS | United Parcel SRVC Class B | 2K | $100K–$500K | SH |
| SHOP | Shopify Inc F Class A | 2K | $100K–$500K | SH |
| SCHD | Schwab US Dividend Equity ETF | 9K | $100K–$500K | SH |
| SMH | Vaneck Semiconductor ETF | 668 | $100K–$500K | SH |
| COHR | Coherent Corp | 1K | $100K–$500K | SH |
| ILCB | iShares Morningstar US Equity ETF | 3K | $100K–$500K | SH |
| F | Ford Motor Co | 18K | $100K–$500K | SH |
| TLT | iShares TR 20 YR TR (BD Etf) | 3K | $100K–$500K | SH |
| MKC | McCormick &company | 3K | $100K–$500K | SH |
| SYF | Synchrony Finl | 3K | $100K–$500K | SH |
| — | Vanguard VNG Rus1000val ETF | 3K | $100K–$500K | SH |
| IJJ | iShares S&P Mid Cap 400 Value ETF | 2K | $100K–$500K | SH |
| CI | The CIGNA Group | 807 | $100K–$500K | SH |
| REGN | Regeneron Pharms Inc | 286 | $100K–$500K | SH |
| VCIT | VGRD Itc ETF DV | 3K | $100K–$500K | SH |
| SOXX | iShares Semiconductor ETF IV | 723 | $100K–$500K | SH |
| PSTG | Pure Storage Inc | 3K | $100K–$500K | SH |
| CVS | CVS Health Corp | 3K | $100K–$500K | SH |
| MGNI | Magnite Inc | 13K | $100K–$500K | SH |
| MDLZ | Mondelez Intl Class A | 4K | $100K–$500K | SH |
| XLY | SPDR Fund Consumer Discre Select ETF | 2K | $100K–$500K | SH |
| EW | Edwards Lifesciences | 2K | $100K–$500K | SH |
| CL | Colgate-Palmolive Co | 3K | $100K–$500K | SH |
| CRWD | Crowdstrike HLDGS Inc Class A | 438 | $100K–$500K | SH |
| AON | Aon PLC F Class A | 581 | $100K–$500K | SH |
| RSP | Invsc S P 500 Equal Weight ETF | 1K | $100K–$500K | SH |
| GDXJ | Vaneck Junior Gold Miners ETF | 2K | $100K–$500K | SH |
| ED | Consolidated Edison | 2K | $100K–$500K | SH |
| DE | Deere & Co | 434 | $100K–$500K | SH |
| SCHP | Schwab U.S. TIPS ETF | 8K | $100K–$500K | SH |
| MDB | Mongodb Inc Class A | 477 | $100K–$500K | SH |
| CVBF | C V B Finl Corp | 10K | $100K–$500K | SH |
| KW | Kennedy Wilson HLDGS | 19K | $100K–$500K | SH |