$506 Million is the total value of HCR Wealth Advisors's 180 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALL | ALLSTATE CORP | $1,144,000 | +4.5% | 9,960 | 0.0% | 0.23% | -1.3% | |
| EDIT | EDITAS MEDICINE INC | $830,000 | -40.1% | 19,750 | 0.0% | 0.16% | -43.4% | |
| ANGL | VANECK VECTORS ETF TRfallen angel hg | $479,000 | -0.6% | 15,000 | 0.0% | 0.10% | -5.9% | |
| HYZD | WISDOMTREE TRhedged hi yld bd | $476,000 | +1.5% | 21,500 | 0.0% | 0.09% | -4.1% | |
| IWF | ISHARES TRrus 1000 grw etf | $404,000 | +0.7% | 1,663 | 0.0% | 0.08% | -4.8% | |
| KW | KENNEDY-WILSON HOLDINGS INC | $385,000 | +12.9% | 19,041 | 0.0% | 0.08% | +7.0% | |
| HYMB | SPDR SER TRnuveen bbg brcly | $303,000 | +0.7% | 5,110 | 0.0% | 0.06% | -4.8% | |
| PAYC | PAYCOM SOFTWARE INC | $235,000 | -18.1% | 634 | 0.0% | 0.05% | -23.3% | |
| KEY | KEYCORP | $208,000 | +21.6% | 10,422 | 0.0% | 0.04% | +13.9% | |
| LXU | LSB INDS INC | $51,000 | +50.0% | 10,000 | 0.0% | 0.01% | +42.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-13
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.