| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 28 | Q3 2023 | 20.3% |
| ALPHABET INC | 28 | Q3 2023 | 2.6% |
| VISA INC | 28 | Q3 2023 | 2.3% |
| PIMCO ETF TR | 28 | Q3 2023 | 6.1% |
| META PLATFORMS INC | 28 | Q3 2023 | 2.0% |
| STARBUCKS CORP | 28 | Q3 2023 | 1.7% |
| JPMORGAN CHASE & CO | 28 | Q3 2023 | 2.1% |
| ISHARES TR | 28 | Q3 2023 | 1.8% |
| CHEVRON CORP NEW | 28 | Q3 2023 | 2.0% |
| DISNEY WALT CO | 28 | Q3 2023 | 1.4% |
View HCR Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-04 |
View HCR Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.