HCR Wealth Advisors holdings history

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484 is the total number of securities HCR Wealth Advisors has owned. The longest HCR Wealth Advisors has owned a single stock is 28 quarters.

HCR Wealth Advisors historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC28289.56%15.01%20.32%Q4 2016Q3 202328
GOOGL ALPHABET INC28281.69%2.15%2.58%Q4 2016Q3 202328
V VISA INC28281.22%1.61%2.28%Q4 2016Q3 202328
MINT PIMCO ETF TR28280.22%1.48%6.14%Q4 2016Q3 202328
FB META PLATFORMS INC28280.49%1.23%1.98%Q4 2016Q3 202328
SBUX STARBUCKS CORP28280.73%1.17%1.74%Q4 2016Q3 202328
JPM JPMORGAN CHASE & CO28280.45%1.13%2.13%Q4 2016Q3 202328
PFF ISHARES TR28280.32%0.91%1.80%Q4 2016Q3 202328
CVX CHEVRON CORP NEW28280.31%0.90%2.02%Q4 2016Q3 202328
DIS DISNEY WALT CO28280.27%0.82%1.44%Q4 2016Q3 202328
COST COSTCO WHSL CORP NEW28280.66%0.80%1.05%Q4 2016Q3 202328
XLU SELECT SECTOR SPDR TR28280.52%0.73%1.10%Q4 2016Q3 202328
XOM EXXON MOBIL CORP28280.19%0.72%1.90%Q4 2016Q3 202328
TMO THERMO FISHER SCIENTIF...28280.29%0.64%0.87%Q4 2016Q3 202328
PANW PALO ALTO NETWORKS INC28280.28%0.61%1.74%Q4 2016Q3 202328
GLD SPDR GOLD TRUST28280.31%0.58%1.13%Q4 2016Q3 202328
COP CONOCOPHILLIPS28280.22%0.55%0.84%Q4 2016Q3 202328
GOOG ALPHABET INC28280.33%0.55%0.92%Q4 2016Q3 202328
JNJ JOHNSON & JOHNSON28280.31%0.55%0.92%Q4 2016Q3 202328
CLX CLOROX CO DEL28280.24%0.50%0.87%Q4 2016Q3 202328
SCI SERVICE CORP INTL28280.29%0.48%0.73%Q4 2016Q3 202328
HON HONEYWELL INTL INC28280.34%0.47%0.63%Q4 2016Q3 202328
HD HOME DEPOT INC28280.34%0.46%0.58%Q4 2016Q3 202328
MRK MERCK & CO. INC28280.28%0.45%0.66%Q4 2016Q3 202328
WFC WELLS FARGO CO NEW28280.06%0.44%1.51%Q4 2016Q3 202328
NVDA NVIDIA CORPORATION28280.07%0.43%1.75%Q4 2016Q3 202328
MS MORGAN STANLEY28280.24%0.43%0.66%Q4 2016Q3 202328
SPY SPDR S&P 500 ETF TR28280.32%0.43%0.61%Q4 2016Q3 202328
MO ALTRIA GROUP INC28280.12%0.40%1.19%Q4 2016Q3 202328
WMT WAL-MART STORES INC28280.27%0.36%0.68%Q4 2016Q3 202328
TSLA TESLA MTRS INC28280.09%0.35%0.74%Q4 2016Q3 202328
MCD MCDONALDS CORP28280.23%0.34%0.55%Q4 2016Q3 202328
IYR ISHARES TR28280.10%0.34%0.77%Q4 2016Q3 202328
STZ CONSTELLATION BRANDS INC28280.20%0.34%0.48%Q4 2016Q3 202328
CMF ISHARES TR28280.22%0.34%0.62%Q4 2016Q3 202328
C CITIGROUP INC28280.13%0.33%0.66%Q4 2016Q3 202328
NKE NIKE INC28280.15%0.33%0.49%Q4 2016Q3 202328
CHD CHURCH & DWIGHT INC28280.16%0.24%0.34%Q4 2016Q3 202328
NFLX NETFLIX INC28280.06%0.23%0.44%Q4 2016Q3 202328
HDV ISHARES TR28280.06%0.21%0.77%Q4 2016Q3 202328
JCI JOHNSON CTLS INTL PLC28280.13%0.21%0.38%Q4 2016Q3 202328
FV FIRST TR EXCHANGE-TRAD...28280.07%0.19%0.40%Q4 2016Q3 202328
VZ VERIZON COMMUNICATIONS...28280.06%0.18%0.31%Q4 2016Q3 202328
DVY ISHARES TR28280.07%0.18%0.36%Q4 2016Q3 202328
ORCL ORACLE CORP28280.08%0.17%0.54%Q4 2016Q3 202328
MA MASTERCARD INCORPORATED28280.07%0.17%0.26%Q4 2016Q3 202328
ITA ISHARES TR28280.05%0.17%0.52%Q4 2016Q3 202328
PM PHILIP MORRIS INTL INC28280.06%0.17%0.49%Q4 2016Q3 202328
MGM MGM RESORTS INTERNATIONAL28280.06%0.16%0.26%Q4 2016Q3 202328
SRE SEMPRA ENERGY28280.06%0.12%0.18%Q4 2016Q3 202328
KO COCA COLA CO28280.08%0.11%0.18%Q4 2016Q3 202328
XLV SELECT SECTOR SPDR TR28280.06%0.09%0.18%Q4 2016Q3 202328
HYMB SPDR SER TR28280.05%0.08%0.17%Q4 2016Q3 202328
FPE FIRST TR EXCH TRADED F...2610.42%3.64%10.95%Q4 2016Q3 202327
MSFT MICROSOFT CORP2431.34%2.28%3.50%Q4 2016Q3 202327
AWK AMERICAN WTR WKS CO IN...2520.70%1.00%1.40%Q4 2016Q3 202327
PG PROCTER & GAMBLE CO2070.19%0.94%2.36%Q4 2016Q3 202327
AMZN AMAZON COM INC2520.28%0.92%1.62%Q4 2016Q3 202327
CME CME GROUP INC2070.09%0.40%0.70%Q4 2016Q3 202327
AWR AMER STATES WTR CO2520.20%0.37%0.65%Q4 2016Q3 202327
ALL ALLSTATE CORP2520.18%0.31%0.52%Q4 2016Q3 202327
AMGN AMGEN INC2520.17%0.29%0.47%Q4 2016Q3 202327
SCHW THE CHARLES SCHWAB COR...27270.11%0.27%0.72%Q1 2017Q3 202327
IYW ISHARES TR27270.18%0.25%0.36%Q1 2017Q3 202327
USB US BANCORP DEL16110.11%0.23%0.48%Q4 2016Q3 202327
AEE AMEREN CORP2520.06%0.13%0.29%Q4 2016Q3 202327
KW KENNEDY-WILSON HOLDING...27270.06%0.08%0.14%Q1 2017Q3 202327
NOK NOKIA CORP16110.01%0.03%0.10%Q4 2016Q3 202327
VYM VANGUARD WHITEHALL FDS...1634.04%9.90%14.96%Q4 2016Q3 202326
BAC BK OF AMERICA CORP1520.29%0.51%0.77%Q4 2016Q3 202326
BMY BRISTOL-MYERS SQUIBB CO1550.17%0.50%1.37%Q4 2016Q3 202326
ICE INTERCONTINENTAL EXCHA...26260.16%0.39%0.52%Q2 2017Q3 202326
VUG VANGUARD INDEX FDS25253.38%7.95%13.48%Q3 2017Q3 202325
BRKB BERKSHIRE HATHAWAY INC...1310.58%0.85%1.19%Q4 2016Q3 202325
BA BOEING CO1510.06%0.43%0.83%Q1 2017Q3 202325
IBB ISHARES TR1690.03%0.43%1.20%Q4 2016Q3 202325
CVS CVS HEALTH CORP1510.05%0.22%0.59%Q4 2016Q3 202325
IBM INTERNATIONAL BUSINESS...2110.03%0.15%0.93%Q4 2016Q3 202325
IWD ISHARES TR1710.07%0.09%0.17%Q4 2016Q2 202325
TLT ISHARES TR1770.08%2.34%9.09%Q4 2016Q3 202324
XLE SELECT SECTOR SPDR TR1610.05%0.80%4.05%Q1 2017Q3 202324
BOND PIMCO ETF TR24240.15%0.27%0.43%Q4 2017Q3 202324
T AT&T INC1770.03%0.23%0.46%Q4 2016Q4 202224
EPAM EPAM SYS INC24240.12%0.22%0.39%Q3 2017Q2 202324
LQD ISHARES TR24240.09%0.19%0.29%Q4 2017Q3 202324
ITOT ISHARES TR2040.11%0.13%0.18%Q3 2017Q3 202324
HYZD WISDOMTREE TR24240.07%0.10%0.15%Q4 2017Q3 202324
NOC NORTHROP GRUMMAN CORP970.03%0.09%0.13%Q4 2016Q3 202324
PSX PHILLIPS 661210.03%0.07%0.13%Q4 2016Q3 202324
AXP AMERICAN EXPRESS CO2310.04%0.06%0.10%Q3 2017Q3 202324
F FORD MTR CO DEL1610.02%0.06%0.12%Q4 2016Q3 202324
IYF ISHARES TR910.01%0.21%1.33%Q1 2017Q2 202323
NCA NUVEEN CALIFORNIA MUNI...23230.02%0.05%0.13%Q1 2018Q3 202323
ZTS ZOETIS INC22220.07%0.32%0.45%Q2 2018Q3 202322
DSL DOUBLELINE INCOME SOLU...22220.05%0.20%0.48%Q4 2016Q1 202222
CAT CATERPILLAR INC DEL1530.09%0.16%0.24%Q4 2017Q3 202322
DIA SPDR DOW JONES INDL AV...1910.05%0.13%0.28%Q4 2016Q3 202322
CRM SALESFORCE COM INC22220.04%0.11%0.25%Q4 2016Q1 202222
ECL ECOLAB INC2010.09%0.33%0.56%Q4 2016Q1 202221
PYPL PAYPAL HLDGS INC21210.06%0.12%0.31%Q3 2018Q3 202321
MKC MCCORMICK & CO INC1830.07%0.10%0.13%Q2 2018Q3 202321
KEY KEYCORP NEW11100.03%0.05%0.10%Q4 2016Q1 202221
SCHG SCHWAB STRATEGIC TR1640.17%0.63%0.81%Q2 2018Q3 202320
FDX FEDEX CORP1120.06%0.39%0.64%Q3 2017Q3 202320
PFE PFIZER INC1710.04%0.19%0.31%Q4 2016Q4 202220
MYC BLACKROCK MUNIYIELD CA...930.05%0.18%0.26%Q4 2016Q1 202220
XLF SELECT SECTOR SPDR TR1640.02%0.14%0.34%Q1 2017Q1 202220
EMB ISHARES TR1210.00%0.12%0.18%Q4 2016Q3 202320
ISRG INTUITIVE SURGICAL INC20200.05%0.08%0.11%Q4 2018Q3 202320
AIEQ ETF MANAGERS TR1540.04%0.18%0.56%Q3 2018Q2 202319
TIP ISHARES TR19190.05%0.09%0.15%Q1 2019Q3 202319
ATVI ACTIVISION BLIZZARD INC1040.06%0.08%0.11%Q4 2017Q3 202319
OLED UNIVERSAL DISPLAY CORP1410.04%0.08%0.12%Q3 2018Q3 202319
NEE NEXTERA ENERGY INC18180.46%0.83%1.17%Q2 2019Q3 202318
ABBV ABBVIE INC1110.09%0.43%0.70%Q3 2017Q3 202318
UNH UNITEDHEALTH GROUP INC1350.06%0.32%0.68%Q4 2016Q1 202318
BABA ALIBABA GROUP HLDG LTD18180.11%0.29%0.60%Q3 2017Q4 202118
GE GENERAL ELECTRIC CO1530.05%0.16%0.48%Q4 2016Q2 202118
ANGL VANECK VECTORS ETF TRUST18180.08%0.11%0.19%Q4 2017Q1 202218
ED CONSOLIDATED EDISON INC1010.03%0.07%0.12%Q4 2017Q2 202318
AMJ JPMORGAN CHASE & CO17170.06%1.03%2.62%Q4 2016Q4 202017
INTC INTEL CORP17170.17%0.46%0.71%Q4 2016Q4 202017
KIE SPDR SER TR17170.01%0.38%0.74%Q4 2016Q4 202017
IEF ISHARES TR1160.10%0.34%0.93%Q4 2018Q3 202317
SNAP SNAP INC1520.04%0.17%0.42%Q2 2019Q3 202317
FMB FIRST TR EXCH TRADED F...17170.04%0.14%0.22%Q3 2019Q3 202317
ULTA ULTA BEAUTY INC17170.07%0.12%0.16%Q2 2018Q2 202217
VTI VANGUARD INDEX FDS17170.09%0.10%0.12%Q3 2019Q3 202317
PCQ PIMCO CA MUNICIPAL INC...17170.07%0.09%0.12%Q4 2016Q4 202017
IWF ISHARES TR1610.07%0.09%0.20%Q4 2018Q2 202317
TGT TARGET CORP16160.30%0.49%0.68%Q4 2019Q3 202316
FIXD FIRST TR EXCHNG TRADED...16160.16%0.38%0.49%Q4 2019Q3 202316
VGR VECTOR GROUP LTD1150.05%0.18%0.45%Q4 2016Q4 202016
EEM ISHARES TR16160.02%0.13%0.32%Q4 2019Q3 202316
IWM ISHARES TR880.02%0.08%0.14%Q4 2016Q4 202016
DFS DISCOVER FINL SVCS1210.06%0.07%0.13%Q4 2016Q3 202316
PPR VOYA PRIME RATE TR640.01%0.05%0.08%Q4 2016Q1 202116
VOO VANGUARD INDEX FDS1060.02%0.04%0.10%Q3 2019Q3 202316
PSK SPDR SER TR1150.00%0.00%0.00%Q4 2016Q4 202016
O REALTY INCOME CORP1410.09%0.64%1.07%Q4 2016Q4 202015
AZO AUTOZONE INC15150.32%0.57%0.79%Q1 2020Q3 202315
PSA PUBLIC STORAGE15150.20%0.31%0.38%Q1 2020Q3 202315
BLL BALL CORP710.03%0.12%0.18%Q4 2016Q4 202115
EDIT EDITAS MEDICINE INC15150.03%0.11%0.29%Q1 2020Q3 202315
CSX CSX CORP830.04%0.05%0.07%Q2 2018Q3 202315
SUSA ISHARES TR1140.04%0.04%0.05%Q4 2019Q3 202315
SIRI SIRIUS XM HOLDINGS INC730.01%0.03%0.04%Q4 2016Q4 202015
IVV ISHARES TR950.01%1.16%2.35%Q4 2019Q3 202314
LHX L3HARRIS TECHNOLOGIES INC14140.34%0.47%0.60%Q2 2020Q3 202314
KRE SPDR SER TR950.01%0.46%1.01%Q4 2016Q4 202014
MMM 3M CO720.04%0.38%0.60%Q4 2016Q2 202214
QCOM QUALCOMM INC720.20%0.36%0.65%Q4 2016Q4 202014
K KELLOGG CO14140.04%0.23%0.51%Q3 2019Q4 202214
BSV VANGUARD BD INDEX FDS14140.02%0.16%0.30%Q2 2020Q3 202314
IEFA ISHARES TR1210.02%0.08%0.17%Q4 2019Q3 202314
AGG ISHARES TR1210.04%0.06%0.11%Q3 2017Q2 202314
IJR ISHARES TR710.00%3.03%5.79%Q1 2019Q3 202313
AN AUTONATION INC13130.74%1.02%1.29%Q3 2020Q3 202313
EZM WISDOMTREE TR850.01%0.84%4.60%Q1 2017Q4 202013
VWO VANGUARD INTL EQUITY I...1120.10%0.79%1.14%Q1 2018Q3 202313
VHT VANGUARD WORLD FDS13130.05%0.67%2.28%Q3 2020Q3 202313
MEOH METHANEX CORP850.13%0.42%0.59%Q1 2017Q1 202213
CTSH COGNIZANT TECHNOLOGY S...13130.07%0.28%0.46%Q4 2016Q4 201913
UTX UNITED TECHNOLOGIES CORP13130.12%0.19%0.29%Q4 2016Q4 201913
URI UNITED RENTALS INC13130.12%0.19%0.24%Q4 2016Q4 201913
TTWO TAKE-TWO INTERACTIVE S...760.06%0.09%0.12%Q3 2017Q4 202013
LLY LILLY ELI & CO1210.04%0.07%0.14%Q2 2020Q3 202313
RTX RTX CORPORATION13130.04%0.06%0.07%Q3 2020Q3 202313
TBF PROSHARES TR840.97%1.64%2.32%Q4 2016Q4 202112
PSQ PROSHARES TR750.44%1.39%2.80%Q1 2019Q2 202312
SHY ISHARES TR660.02%0.62%1.39%Q4 2019Q3 202312
SHYG ISHARES TR12120.06%0.56%1.14%Q4 2020Q3 202312
FCX FREEPORT-MCMORAN INC12120.15%0.41%0.68%Q4 2020Q3 202312
NXST NEXSTAR MEDIA GROUP INC12120.06%0.39%0.89%Q3 2019Q2 202212
RKT ROCKET COS INC12120.12%0.30%0.85%Q4 2020Q3 202312
PEP PEPSICO INC750.14%0.17%0.20%Q4 2016Q4 201912
IYK ISHARES TR750.04%0.16%0.34%Q4 2016Q4 202012
OLN OLIN CORP12120.07%0.15%0.18%Q4 2020Q3 202312
IYT ISHARES TR750.01%0.12%0.28%Q2 2017Q4 202012
IYZ ISHARES TR750.01%0.09%0.25%Q1 2017Q4 202012
D DOMINION RES INC VA NEW510.05%0.08%0.12%Q4 2016Q4 202012
SH PROSHARES TR530.09%2.42%7.89%Q4 2018Q2 202311
BKLN INVESCO EXCH TRADED FD...11110.59%2.00%2.88%Q1 2021Q3 202311
MOS MOSAIC CO NEW11110.32%0.51%0.68%Q1 2021Q3 202311
QQQ INVESCO QQQ TR11110.47%0.51%0.55%Q1 2021Q3 202311
BP BP PLC920.28%0.34%0.45%Q4 2016Q3 201911
AMLP ALPS ETF TR11110.26%0.31%0.35%Q1 2021Q3 202311
IHF ISHARES TR1010.04%0.21%0.30%Q4 2016Q4 201911
DTN WISDOMTREE TR810.07%0.19%0.34%Q4 2016Q4 201911
GDX VANECK VECTORS ETF TR11110.07%0.16%0.27%Q1 2021Q3 202311
ALV AUTOLIV INC710.06%0.14%0.20%Q4 2016Q3 202011
PTY PIMCO CORPORATE & INCO...11110.07%0.10%0.14%Q3 2019Q1 202211
SPLV INVESCO EXCH TRADED FD...11110.06%0.09%0.17%Q1 2021Q3 202311
IVW ISHARES TR11110.07%0.08%0.09%Q1 2021Q3 202311
MDLZ MONDELEZ INTL INC410.04%0.04%0.05%Q4 2019Q3 202311
FPF FIRST TR INTER DUR PFD...10100.85%1.74%8.48%Q4 2016Q1 201910
COR CORESITE RLTY CORP10100.24%0.43%0.59%Q2 2019Q3 202110
CELG CELGENE CORP10100.19%0.39%0.64%Q4 2016Q1 201910
XLB SELECT SECTOR SPDR TR810.00%0.27%0.47%Q4 2016Q2 202110
XOP SPDR SERIES TRUST910.05%0.21%0.28%Q4 2016Q4 201910
BAB INVESCO EXCH TRADED FD...10100.04%0.07%0.13%Q1 2021Q2 202310
IAI ISHARES TR10100.03%0.04%0.05%Q4 2019Q1 202210
MUB ISHARES TR550.01%0.03%0.06%Q4 2019Q3 202310
VGT VANGUARD WORLD FDS990.08%0.67%1.14%Q3 2021Q3 20239
EMR EMERSON ELEC CO990.19%0.56%0.68%Q4 2016Q4 20189
IMPV IMPERVA INC990.17%0.31%0.52%Q4 2016Q4 20189
BAX BAXTER INTL INC610.13%0.15%0.17%Q4 2016Q3 20199
GD GENERAL DYNAMICS CORP810.06%0.09%0.12%Q4 2016Q1 20199
RDSB ROYAL DUTCH SHELL PLC630.05%0.07%0.09%Q3 2017Q4 20199
XLP SELECT SECTOR SPDR TR710.03%0.05%0.07%Q4 2019Q2 20239
MJ ETF MANAGERS TR420.01%0.05%0.08%Q1 2018Q4 20209
PAYC PAYCOM SOFTWARE INC610.04%0.05%0.06%Q2 2020Q2 20239
PLTR PALANTIR TECHNOLOGIES INC990.02%0.03%0.04%Q3 2021Q3 20239
NGD NEW GOLD INC CDA630.00%0.00%0.00%Q4 2016Q1 20199
LUMN CENTURYLINK INC881.07%1.33%1.61%Q4 2016Q3 20188
AMT AMERICAN TOWER CORP NEW880.05%0.47%0.57%Q2 2020Q1 20228
BCSPRDCL BARCLAYS BANK PLC880.42%0.47%0.52%Q4 2016Q3 20188
WLK WESTLAKE CHEM CORP880.11%0.46%0.57%Q1 2017Q4 20188
LYFT LYFT INC880.08%0.14%0.18%Q4 2020Q3 20228
HBAN HUNTINGTON BANCSHARES INC880.07%0.13%0.16%Q1 2017Q4 20188
LUV SOUTHWEST AIRLS CO880.08%0.13%0.19%Q4 2016Q3 20188
IYH ISHARES TR510.00%0.09%0.15%Q1 2019Q3 20218
SLB SCHLUMBERGER LTD710.06%0.09%0.14%Q4 2017Q3 20238
BTI BRITISH AMERN TOB PLC530.05%0.08%0.12%Q3 2018Q3 20208
MRVL MARVELL TECHNOLOGY INC620.06%0.08%0.12%Q3 2021Q3 20238
GM GENERAL MTRS CO880.05%0.06%0.08%Q3 2021Q2 20238
MOAT VANECK VECTORS ETF TRUST530.02%0.05%0.10%Q4 2019Q1 20228
BMRA BIOMERICA INC880.00%0.01%0.01%Q3 2021Q2 20238
HDGE ADVISORSHARES TR770.02%0.12%0.23%Q4 2018Q2 20207
EOG EOG RES INC430.09%0.12%0.15%Q3 2017Q2 20197
EMQQ EXCHANGE TRADED CONCEP...770.06%0.11%0.16%Q4 2020Q2 20227
RTN RAYTHEON CO520.06%0.08%0.13%Q3 2017Q1 20207
CSCO CISCO SYS INC310.04%0.07%0.08%Q4 2017Q4 20207
CVBF CVB FINL CORP770.02%0.04%0.05%Q1 2022Q3 20237
MCO MOODYS CORP430.03%0.04%0.05%Q2 2021Q2 20237
CRY CRYOLIFE INC310.00%0.00%0.00%Q4 2016Q1 20197
GSV GOLD STD VENTURES CORP310.00%0.00%0.00%Q4 2016Q4 20187
QQQ POWERSHARES QQQ TRUST660.86%0.97%1.06%Q4 2016Q1 20186
BKLN POWERSHARES ETF TRUST II660.61%0.69%0.74%Q4 2016Q1 20186
HACK ETF MANAGERS TR660.13%0.14%0.16%Q4 2021Q1 20236
GIS GENERAL MLS INC510.07%0.12%0.15%Q4 2016Q4 20186
PCEF POWERSHARES ETF TRUST II660.08%0.12%0.14%Q4 2016Q1 20186
SUB ISHARES TR660.04%0.11%0.13%Q2 2022Q3 20236
SHM SPDR SER TR660.04%0.10%0.12%Q2 2022Q3 20236
GENERAL ELECTRIC CO420.04%0.06%0.08%Q3 2021Q3 20236
TWTR TWITTER INC510.02%0.05%0.11%Q4 2016Q2 20216
KXI ISHARES TR660.05%0.05%0.07%Q3 2019Q4 20206
WRK WESTROCK CO510.03%0.05%0.10%Q1 2019Q1 20226
CI THE CIGNA GROUP660.04%0.05%0.06%Q2 2022Q3 20236
UPS UNITED PARCEL SERVICE INC210.03%0.04%0.05%Q3 2020Q3 20236
IEI ISHARES TR310.00%0.04%0.07%Q4 2019Q3 20236
USMV ISHARES TR660.00%0.02%0.09%Q3 2019Q4 20206
IWN ISHARES TR510.01%0.02%0.08%Q1 2019Q4 20206
LXU LSB INDS INC660.00%0.01%0.02%Q3 2020Q4 20216
ZBH ZIMMER BIOMET HOLDINGS...550.14%0.41%0.53%Q4 2020Q4 20215
FLS FLOWSERVE CORP550.20%0.33%0.44%Q4 2016Q4 20175
MC MOELIS & CO550.29%0.30%0.32%Q4 2020Q4 20215
ENGAGESMART INC550.09%0.26%0.41%Q2 2022Q2 20235
REMX VANECK VECTORS ETF TR550.11%0.20%0.24%Q1 2021Q1 20225
MDY SPDR S&P MIDCAP 400 ET...410.03%0.11%0.15%Q1 2020Q4 20215
TOTL SSGA ACTIVE ETF TR320.10%0.11%0.13%Q4 2016Q1 20185
ITB ISHARES TR320.02%0.10%0.15%Q2 2017Q4 20205
GS GOLDMAN SACHS GROUP INC550.07%0.08%0.09%Q3 2017Q3 20185
IUSB ISHARES TR410.02%0.07%0.10%Q3 2017Q4 20205
BLOK AMPLIFY ETF TR550.05%0.06%0.07%Q1 2021Q1 20225
BX BLACKSTONE INC550.05%0.06%0.06%Q1 2021Q1 20225
UAL UNITED AIRLS HLDGS INC320.03%0.04%0.05%Q4 2021Q3 20235
NG NOVAGOLD RES INC210.03%0.04%0.06%Q4 2016Q4 20185
MUC BLACKROCK MUNIHLDNGS C...550.02%0.03%0.05%Q2 2022Q2 20235
OTLY OATLY GROUP AB410.02%0.03%0.05%Q4 2021Q1 20235
OEF ISHARES TR550.02%0.03%0.03%Q4 2019Q4 20205
SCHA SCHWAB STRATEGIC TR550.01%0.02%0.04%Q4 2019Q4 20205
IWB ISHARES TR550.02%0.02%0.02%Q4 2019Q4 20205
SCHX SCHWAB STRATEGIC TR550.02%0.02%0.02%Q4 2019Q4 20205
IJJ ISHARES TR550.02%0.02%0.02%Q4 2019Q4 20205
PLANET LABS PBC550.01%0.01%0.02%Q2 2022Q2 20235
SCHF SCHWAB STRATEGIC TR550.01%0.01%0.02%Q4 2019Q4 20205
MBB ISHARES TR550.01%0.01%0.02%Q4 2019Q4 20205
HYG ISHARES TR550.01%0.01%0.02%Q4 2019Q4 20205
IWR ISHARES TR550.01%0.01%0.02%Q4 2019Q4 20205
XLY SELECT SECTOR SPDR TR550.00%0.01%0.03%Q4 2019Q4 20205
IDU ISHARES TR550.01%0.01%0.01%Q4 2019Q4 20205
SCHV SCHWAB STRATEGIC TR550.01%0.01%0.01%Q4 2019Q4 20205
IGSB ISHARES TR550.01%0.01%0.01%Q4 2019Q4 20205
VNQ VANGUARD INDEX FDS550.00%0.01%0.01%Q4 2019Q4 20205
IWO ISHARES TR550.01%0.01%0.01%Q4 2019Q4 20205
XLK SELECT SECTOR SPDR TR550.00%0.01%0.01%Q4 2019Q4 20205
IXJ ISHARES TR550.01%0.01%0.01%Q4 2019Q4 20205
FNDE SCHWAB STRATEGIC TR550.00%0.01%0.01%Q4 2019Q4 20205
IGIB ISHARES TR550.00%0.00%0.01%Q4 2019Q4 20205
FXI ISHARES TR550.00%0.00%0.00%Q4 2019Q4 20205
XLRE SELECT SECTOR SPDR TR550.00%0.00%0.00%Q4 2019Q4 20205
SCHD SCHWAB STRATEGIC TR550.00%0.00%0.01%Q4 2019Q4 20205
KBE SPDR SER TR550.00%0.00%0.00%Q4 2019Q4 20205
VO VANGUARD INDEX FDS550.00%0.00%0.02%Q4 2019Q4 20205
IJH ISHARES TR550.00%0.00%0.00%Q4 2019Q4 20205
VOT VANGUARD INDEX FDS550.00%0.00%0.00%Q4 2019Q4 20205
VBK VANGUARD INDEX FDS550.00%0.00%0.00%Q4 2019Q4 20205
IUSV ISHARES TR550.00%0.00%0.00%Q4 2019Q4 20205
DEM WISDOMTREE TR550.00%0.00%0.00%Q4 2019Q4 20205
IUSG ISHARES TR550.00%0.00%0.00%Q4 2019Q4 20205
VBR VANGUARD INDEX FDS550.00%0.00%0.00%Q4 2019Q4 20205
VOE VANGUARD INDEX FDS550.00%0.00%0.00%Q4 2019Q4 20205
SDY SPDR SER TR550.00%0.00%0.00%Q4 2019Q4 20205
REGL PROSHARES TR550.00%0.00%0.00%Q4 2019Q4 20205
ICF ISHARES TR550.00%0.00%0.00%Q4 2019Q4 20205
FTHI FIRST TR EXCHANGE-TRAD...550.00%0.00%0.00%Q4 2019Q4 20205
DEW WISDOMTREE TR550.00%0.00%0.00%Q4 2019Q4 20205
SCHP SCHWAB STRATEGIC TR310.00%0.64%0.92%Q4 2020Q3 20234
USO UNITED STS OIL FD LP440.46%0.48%0.49%Q1 2021Q4 20214
VGSH VANGUARD SCOTTSDALE FDS310.02%0.21%0.78%Q1 2019Q4 20204
SPG SIMON PPTY GROUP INC NEW440.14%0.17%0.20%Q4 2016Q3 20174
FTCS FIRST TR EXCHANGE TRAD...220.14%0.15%0.16%Q2 2017Q4 20184
NOW SERVICENOW INC310.05%0.13%0.34%Q2 2020Q3 20234
CMG CHIPOTLE MEXICAN GRILL...440.10%0.12%0.13%Q1 2018Q4 20184
CAKE CHEESECAKE FACTORY INC310.08%0.12%0.15%Q4 2016Q4 20174
FHN FIRST HORIZON CORPORATION440.11%0.11%0.12%Q1 2021Q4 20214
XBI SPDR SER TR440.06%0.07%0.08%Q3 2020Q2 20214
LOW LOWES COS INC440.05%0.06%0.07%Q1 2020Q4 20204
IEMG ISHARES INC310.04%0.06%0.07%Q3 2021Q3 20234
SASR SANDY SPRING BANCORP INC440.05%0.06%0.06%Q1 2022Q4 20224
CDZI CADIZ INC440.04%0.06%0.08%Q4 2022Q3 20234
VXF VANGUARD INDEX FDS220.00%0.05%0.12%Q3 2020Q4 20214
SYMX SYNTHESIS ENERGY SYS INC440.04%0.05%0.06%Q4 2016Q3 20174
ARKK ARK ETF TR440.04%0.05%0.06%Q2 2021Q1 20224
BLK BLACKROCK INC110.03%0.05%0.06%Q2 2019Q4 20214
REGN REGENERON PHARMACEUTICALS110.04%0.04%0.05%Q3 2020Q3 20234
ZROZ PIMCO ETF TR440.01%0.01%0.01%Q4 2019Q3 20204
QID PROSHARES TR440.00%0.00%0.01%Q1 2020Q4 20204
IVE ISHARES TR440.00%0.00%0.01%Q1 2020Q4 20204
BHC BAUSCH HEALTH COS INC330.60%0.69%0.81%Q1 2021Q3 20213
RAI REYNOLDS AMERICAN INC330.48%0.51%0.52%Q4 2016Q2 20173
PRU PRUDENTIAL FINL INC330.37%0.40%0.44%Q1 2023Q3 20233
REM ISHARES TR330.33%0.35%0.38%Q3 2021Q1 20223
KRNT KORNIT DIGITAL LTD330.29%0.32%0.36%Q2 2019Q4 20193
AIG AMERICAN INTL GROUP INC210.11%0.15%0.22%Q4 2016Q1 20193
FDN FIRST TR EXCHANGE-TRAD...210.09%0.12%0.17%Q4 2016Q4 20213
RIO RIO TINTO PLC330.08%0.10%0.11%Q1 2021Q3 20213
RUBI RUBICON PROJ INC330.05%0.07%0.09%Q4 2019Q2 20203
SO SOUTHERN CO110.05%0.05%0.05%Q4 2019Q2 20233
SNPS SYNOPSYS INC330.04%0.04%0.05%Q1 2023Q3 20233
HYD VANECK VECTORS ETF TR210.03%0.04%0.06%Q4 2019Q4 20213
CARR CARRIER GLOBAL CORPORA...210.03%0.04%0.05%Q3 2021Q3 20233
SES SYNTHESIS ENERGY SYS INC330.03%0.04%0.04%Q4 2017Q2 20183
PHO INVESCO EXCHANGE TRADE...330.03%0.04%0.04%Q3 2021Q1 20223
VLUE ISHARES TR110.00%0.02%0.04%Q2 2020Q4 20213
BIV VANGUARD BD INDEX FDS330.02%0.02%0.02%Q2 2020Q4 20203
IXUS ISHARES TR110.01%0.02%0.03%Q4 2019Q4 20203
VCLT VANGUARD SCOTTSDALE FDS330.01%0.01%0.01%Q2 2020Q4 20203
VONG VANGUARD SCOTTSDALE FDS330.01%0.01%0.01%Q2 2020Q4 20203
BLV VANGUARD BD INDEX FDS330.01%0.01%0.01%Q2 2020Q4 20203
DIFFUSION PHARMACEUTIC...210.00%0.01%0.01%Q2 2020Q1 20213
BND VANGUARD BD INDEX FDS330.01%0.01%0.01%Q2 2020Q4 20203
FLOT ISHARES TR330.01%0.01%0.01%Q2 2020Q4 20203
VTC VANGUARD SCOTTSDALE FDS330.00%0.00%0.01%Q2 2020Q4 20203
FNDC SCHWAB STRATEGIC TR330.00%0.00%0.00%Q4 2019Q2 20203
FNDF SCHWAB STRATEGIC TR330.00%0.00%0.00%Q4 2019Q2 20203
SCHB SCHWAB STRATEGIC TR330.00%0.00%0.00%Q4 2019Q2 20203
NAKD NAKED BRAND GROUP LIMITED330.00%0.00%0.00%Q1 2021Q3 20213
EFAV ISHARES TR210.00%0.00%0.00%Q4 2019Q4 20203
IDEX IDEANOMICS INC330.00%0.00%0.00%Q4 2022Q2 20233
ISTB ISHARES TR110.00%0.00%0.00%Q4 2019Q4 20203
PPPMF PRIMERO MNG CORP330.00%0.00%0.00%Q4 2016Q2 20173
IWS ISHARES TR210.00%0.00%0.00%Q4 2019Q4 20203
ADM ARCHER DANIELS MIDLAND CO110.22%0.30%0.37%Q1 2019Q3 20232
OHI OMEGA HEALTHCARE INVS INC220.24%0.25%0.26%Q4 2016Q1 20172
WU WESTERN UN CO220.16%0.24%0.33%Q4 2016Q1 20172
EDV VANGUARD WORLD FD220.12%0.16%0.19%Q3 2019Q4 20192
SRCL STERICYCLE INC220.11%0.13%0.14%Q4 2016Q1 20172
NUE NUCOR CORP220.12%0.12%0.13%Q1 2017Q2 20172
XRX XEROX CORP220.09%0.10%0.11%Q4 2016Q1 20172
ANTM ANTHEM INC220.08%0.09%0.10%Q2 2019Q3 20192
BOTZ GLOBAL X FDS220.08%0.08%0.09%Q1 2018Q2 20182
OIH VANECK VECTORS ETF TR220.05%0.08%0.10%Q2 2021Q3 20212
UNP UNION PACIFIC CORP110.06%0.06%0.06%Q1 2019Q4 20192
IDXX IDEXX LABS INC110.06%0.06%0.06%Q2 2019Q2 20202
SHELL PLC220.04%0.05%0.05%Q2 2023Q3 20232
DFAS DIMENSIONAL ETF TRUST220.04%0.04%0.05%Q3 2021Q4 20212
IHI ISHARES TR220.04%0.04%0.04%Q4 2019Q1 20202
SHW SHERWIN WILLIAMS CO110.03%0.04%0.04%Q4 2021Q3 20232
DWT CITIGROUP GLOBAL MKTS ...220.04%0.04%0.04%Q1 2018Q2 20182
FINX GLOBAL X FDS220.04%0.04%0.04%Q2 2021Q3 20212
SSO PROSHARES TR110.01%0.04%0.06%Q1 2020Q4 20202
ESPO VANECK VECTORS ETF TR220.02%0.02%0.02%Q3 2020Q4 20202
UCC PROSHARES TR110.01%0.01%0.02%Q1 2020Q4 20202
EFA ISHARES TR220.01%0.01%0.01%Q4 2019Q1 20202
EMTY PROSHARES TR220.01%0.01%0.01%Q2 2020Q3 20202
AIA ISHARES TR220.01%0.01%0.01%Q4 2019Q1 20202
UGE PROSHARES TR110.01%0.01%0.01%Q1 2020Q4 20202
AYTU AYTU BIOSCIENCE INC220.01%0.01%0.01%Q1 2020Q2 20202
MITT AG MTG INVT TR INC220.01%0.01%0.01%Q1 2021Q2 20212
WIP SPDR SER TR220.00%0.00%0.01%Q4 2019Q1 20202
UPW PROSHARES TR110.00%0.00%0.00%Q1 2020Q4 20202
HUT HUT 8 MNG CORP220.00%0.00%0.00%Q2 2022Q3 20222
SPYV SPDR SER TR220.00%0.00%0.00%Q4 2019Q1 20202
MBRX MOLECULIN BIOTECH INC220.00%0.00%0.00%Q1 2020Q2 20202
SCHC SCHWAB STRATEGIC TR220.00%0.00%0.00%Q4 2019Q1 20202
MYY PROSHARES TR220.00%0.00%0.00%Q2 2020Q3 20202
INDA ISHARES TR220.00%0.00%0.00%Q4 2019Q1 20202
SHV ISHARES TR220.00%0.00%0.00%Q2 2020Q3 20202
SCHR SCHWAB STRATEGIC TR220.00%0.00%0.00%Q4 2019Q1 20202
SCHZ SCHWAB STRATEGIC TR220.00%0.00%0.00%Q4 2019Q1 20202
SCHE SCHWAB STRATEGIC TR220.00%0.00%0.00%Q4 2019Q1 20202
XLI SELECT SECTOR SPDR TR220.00%0.00%0.00%Q3 2020Q4 20202
SCZ ISHARES TR110.00%0.00%0.00%Q4 2019Q2 20202
M MACYS INC114.98%4.98%4.98%Q1 2019Q1 20191
PNR PENTAIR PLC110.54%0.54%0.54%Q1 2019Q1 20191
DE DEERE & CO110.28%0.28%0.28%Q3 2023Q3 20231
BIL SPDR SER TR110.23%0.23%0.23%Q3 2023Q3 20231
BGS B & G FOODS INC NEW110.21%0.21%0.21%Q4 2016Q4 20161
GNRC GENERAC HLDGS INC110.20%0.20%0.20%Q3 2023Q3 20231
AYX ALTERYX INC110.19%0.19%0.19%Q1 2019Q1 20191
BEAT BIOTELEMETRY INC110.18%0.18%0.18%Q1 2020Q1 20201
WAB WABTEC CORP110.16%0.16%0.16%Q1 2019Q1 20191
TFLO ISHARES TR110.16%0.16%0.16%Q3 2023Q3 20231
BDX BECTON DICKINSON & CO110.15%0.15%0.15%Q1 2019Q1 20191
LMBS FIRST TR EXCHANGE TRAD...110.14%0.14%0.14%Q4 2017Q4 20171
AFB ALLIANCEBERNSTEIN NATL...110.12%0.12%0.12%Q1 2019Q1 20191
NVT NVENT ELECTRIC PLC110.12%0.12%0.12%Q1 2019Q1 20191
CVA COVANTA HLDG CORP110.12%0.12%0.12%Q1 2019Q1 20191
HAWK BLACKHAWK NETWORK HLDG...110.12%0.12%0.12%Q4 2016Q4 20161
HYBB ISHARES TR110.12%0.12%0.12%Q4 2020Q4 20201
TEVA TEVA PHARMACEUTICAL IN...110.11%0.11%0.11%Q4 2016Q4 20161
AGN ALLERGAN PLC110.11%0.11%0.11%Q4 2016Q4 20161
MGNI MAGNITE INC110.11%0.11%0.11%Q1 2021Q1 20211
SLV ISHARES SILVER TRUST110.11%0.11%0.11%Q1 2019Q1 20191
CLS CELESTICA INC110.10%0.10%0.10%Q1 2019Q1 20191
DDD 3-D SYS CORP DEL110.08%0.08%0.08%Q1 2019Q1 20191
TECK TECK RESOURCES LTD110.08%0.08%0.08%Q1 2019Q1 20191
MGA MAGNA INTL INC110.08%0.08%0.08%Q1 2019Q1 20191
GBIL GOLDMAN SACHS ETF TR110.07%0.07%0.07%Q1 2021Q1 20211
MRVL MARVELL TECHNOLOGY GRO...110.06%0.06%0.06%Q1 2021Q1 20211
HCC WARRIOR MET COAL INC110.06%0.06%0.06%Q1 2019Q1 20191
SAFM SANDERSON FARMS INC110.06%0.06%0.06%Q1 2019Q1 20191
AFL AFLAC INC110.06%0.06%0.06%Q2 2019Q2 20191
ZM ZOOM VIDEO COMMUNICATI...110.06%0.06%0.06%Q3 2020Q3 20201
PZZA PAPA JOHNS INTL INC110.06%0.06%0.06%Q1 2019Q1 20191
EA ELECTRONIC ARTS INC110.06%0.06%0.06%Q1 2019Q1 20191
BEAM BEAM THERAPEUTICS INC110.05%0.05%0.05%Q2 2021Q2 20211
RIVIAN AUTOMOTIVE INC110.05%0.05%0.05%Q3 2022Q3 20221
ALNY ALNYLAM PHARMACEUTICAL...110.05%0.05%0.05%Q4 2022Q4 20221
MDR MCDERMOTT INTL INC110.04%0.04%0.04%Q4 2016Q4 20161
WMB WILLIAMS COS INC110.04%0.04%0.04%Q4 2020Q4 20201
ROKU ROKU INC110.04%0.04%0.04%Q2 2021Q2 20211
CMCSA COMCAST CORP NEW110.04%0.04%0.04%Q2 2021Q2 20211
GLUU GLU MOBILE INC110.02%0.02%0.02%Q4 2016Q4 20161
SMDV PROSHARES TR110.01%0.01%0.01%Q4 2020Q4 20201
ITEQ ETF MANAGERS TR110.01%0.01%0.01%Q1 2020Q1 20201
PSEC PROSPECT CAPITAL CORPO...110.01%0.01%0.01%Q1 2019Q1 20191
SRTS SENSUS HEALTHCARE INC110.01%0.01%0.01%Q4 2021Q4 20211
YCBD CBDMD INC110.01%0.01%0.01%Q2 2020Q2 20201
AVEO AVEO PHARMACEUTICALS INC110.01%0.01%0.01%Q1 2019Q1 20191
MICT TINGO GROUP INC110.01%0.01%0.01%Q2 2023Q2 20231
HIVE BLOCKCHAIN TECHNL...110.01%0.01%0.01%Q2 2022Q2 20221
ROM PROSHARES TR110.01%0.01%0.01%Q4 2020Q4 20201
BIB PROSHARES TR110.01%0.01%0.01%Q4 2020Q4 20201
JOB GEE GROUP INC110.01%0.01%0.01%Q3 2023Q3 20231
VSTM VERASTEM INC110.00%0.00%0.00%Q2 2020Q2 20201
KTOV KITOV PHARMA LTD110.00%0.00%0.00%Q2 2020Q2 20201
MNKD MANNKIND CORP110.00%0.00%0.00%Q4 2016Q4 20161
TIL INSTIL BIO INC110.00%0.00%0.00%Q3 2023Q3 20231
DERMATA THERAPEUTICS INC110.00%0.00%0.00%Q2 2023Q2 20231
ORTX ORCHARD THERAPEUTICS PLC110.00%0.00%0.00%Q3 2021Q3 20211
CDXC CHROMADEX CORP110.00%0.00%0.00%Q4 2022Q4 20221
IEO ISHARES TR110.00%0.00%0.00%Q2 2020Q2 20201
AIRR FIRST TR EXCHANGE-TRAD...110.00%0.00%0.00%Q2 2020Q2 20201
GMBL ESPORTS ENTMT GROUP INC110.00%0.00%0.00%Q4 2022Q4 20221
ARDX ARDELYX INC110.00%0.00%0.00%Q1 2022Q1 20221
BXRX BAUDAX BIO INC110.00%0.00%0.00%Q4 2020Q4 20201
PRENETICS GLOBAL LTD110.00%0.00%0.00%Q2 2023Q2 20231
TENAX THERAPEUTICS INC110.00%0.00%0.00%Q2 2020Q2 20201
CELULARITY INC110.00%0.00%0.00%Q4 2022Q4 20221
EVOFEM BIOSCIENCES INC110.00%0.00%0.00%Q2 2022Q2 20221
TONIX PHARMACEUTICALS ...110.00%0.00%0.00%Q3 2021Q3 20211
REZI RESIDEO TECHNOLOGIES INC110.00%0.00%0.00%Q1 2019Q1 20191
RDSA ROYAL DUTCH SHELL PLC110.00%0.00%0.00%Q4 2019Q4 20191
VNM VANECK VECTORS ETF TRUST110.00%0.00%0.00%Q4 2019Q4 20191
ABT ABBOTT LABS110.00%0.00%0.00%Q1 2019Q1 20191
MTUM ISHARES TR110.00%0.00%0.00%Q4 2020Q4 20201
SPLG SPDR SER TR110.00%0.00%0.00%Q4 2020Q4 20201
GSKY GREENSKY INC110.00%0.00%0.00%Q1 2019Q1 20191
SPSB SPDR SERIES TRUST110.00%0.00%0.00%Q4 2019Q4 20191
VB VANGUARD INDEX FDS110.00%0.00%0.00%Q4 2019Q4 20191
JQC NUVEEN CR STRATEGIES I...110.00%0.00%0.00%Q1 2019Q1 20191
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The securities at the top of the list , including APPLE INC, ALPHABET INC, and VISA INC, are the highest-conviction holdings of HCR Wealth Advisors.

The conviction is calculated by counting the number of quarters a security has been reported by HCR Wealth Advisors. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that HCR Wealth Advisors owns currently or has owned in the past.