HCR Wealth Advisors
242 holdingsFiling period: 2026-03-31Current AUM: $1.11Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 511.2K | $129.7M | $157.9M | 14.28% | -23,033 | 2026-03-31 |
| 2 | VUG | Vanguard Growth Index Fund ETF | 221.6K | $96.8M | $113.3M | 10.24% | +4.4K | 2026-03-31 |
| 3 | VYM | Vanguard High Dividend Yield Index Fund ETF | 646.0K | $95.7M | $104.6M | 9.46% | +3.9K | 2026-03-31 |
| 4 | NVDA | Nvidia Corp | 304.7K | $53.1M | $61.2M | 5.53% | -653 | 2026-03-31 |
| 5 | VXF | Vanguard Extended Market ETF S &P Compl | 181.9K | $37.4M | $42.9M | 3.88% | +3.7K | 2026-03-31 |
| 6 | IVV | iShares Core S&P 500 ETF | 50.6K | $33.0M | $38.0M | 3.43% | -365 | 2026-03-31 |
| 7 | GOOGL | Alphabet Inc | 94.9K | $27.3M | $33.8M | 3.05% | -2,133 | 2026-03-31 |
| 8 | IEMG | iShares Core MSCI Emerging ETF | 263.9K | $18.4M | $20.5M | 1.85% | +5.2K | 2026-03-31 |
| 9 | FPE | First Trust Preferred Securities and Income ETF | 999.2K | $17.7M | $17.8M | 1.61% | +1.1K | 2026-03-31 |
| 10 | MSFT | Microsoft | 47.7K | $17.6M | $22.2M | 2.00% | -203 | 2026-03-31 |
| 11 | IJR | iShares Core S&P Small-Cap ETF | 129.3K | $16.1M | $18.8M | 1.70% | +343 | 2026-03-31 |
| 12 | AME | Ametek Inc | 68.5K | $14.7M | $16.5M | 1.50% | -8,994 | 2026-03-31 |
| 13 | AMZN | Amazon.Com Inc | 56.3K | $11.7M | $15.3M | 1.38% | +2.5K | 2026-03-31 |
| 14 | PANW | Palo Alto Networks | 71.9K | $11.5M | $23.8M | 2.16% | +1.9K | 2026-03-31 |
| 15 | META | Meta Platforms Inc | 20.1K | $11.5M | $11.2M | 1.01% | -322 | 2026-03-31 |
| 16 | BINC | BlackRock Flexible Income ETF | 195.5K | $10.2M | $10.2M | 0.92% | +13.8K | 2026-03-31 |
| 17 | V | Visa Inc | 33.0K | $10.0M | $12.1M | 1.09% | -692 | 2026-03-31 |
| 18 | JPM | JPMorgan Chase & Co | 31.0K | $9.1M | $10.9M | 0.99% | -98 | 2026-03-31 |
| 19 | JAAA | Janus Henderson Aaa Clo ETF IV | 177.1K | $8.9M | $8.9M | 0.81% | +15.6K | 2026-03-31 |
| 20 | GLD | SPDR Gold TR Gold (SHS) | 20.7K | $8.9M | $7.7M | 0.69% | +1.8K | 2026-03-31 |
| 21 | AVGO | Broadcom Inc | 27.7K | $8.6M | $10.8M | 0.97% | -580 | 2026-03-31 |
| 22 | COST | Costco Wholesale | 8.5K | $8.5M | $8.1M | 0.73% | -80 | 2026-03-31 |
| 23 | VRT | Vertiv Holdings Co Class A | 29.4K | $7.4M | $7.1M | 0.64% | -2,626 | 2026-03-31 |
| 24 | GOOG | Alphabet Inc. Class C | 25.7K | $7.4M | $9.2M | 0.83% | +194 | 2026-03-31 |
| 25 | QQQ | Invesco QQQ Trust | 11.3K | $6.5M | $7.8M | 0.70% | +221 | 2026-03-31 |
← Scroll →
Page 1 of 10