Universe · entity
HCR Wealth Advisors
Institutional manager (13F) · CIK 1697715
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $793M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Apple Inc | $130M | 511,249 |
| 2 | Vanguard Growth Index Fund ETF | $97M | 221,595 |
| 3 | Vanguard High Dividend Yield Index Fund ETF | $96M | 645,989 |
| 4 | Nvidia Corp | $53M | 304,711 |
| 5 | Vanguard Extended Market ETF S &P Compl | $37M | 181,857 |
| 6 | iShares Core S&P 500 ETF | $33M | 50,596 |
| 7 | Alphabet Inc | $27M | 94,867 |
| 8 | iShares Core MSCI Emerging ETF | $18M | 263,874 |
| 9 | First Trust Preferred Securities and Income ETF | $18M | 999,249 |
| 10 | Microsoft | $18M | 47,667 |
| 11 | iShares Core S&P Small-Cap ETF | $16M | 129,328 |
| 12 | Ametek Inc | $15M | 68,458 |
| 13 | Amazon.Com Inc | $12M | 56,295 |
| 14 | Palo Alto Networks | $12M | 71,857 |
| 15 | Meta Platforms Inc | $11M | 20,056 |
| 16 | BlackRock Flexible Income ETF | $10M | 195,501 |
| 17 | Visa Inc | $10M | 32,979 |
| 18 | JPMorgan Chase & Co | $9M | 30,980 |
| 19 | Janus Henderson Aaa Clo ETF IV | $9M | 177,069 |
| 20 | SPDR Gold TR Gold (SHS) | $9M | 20,663 |
| 21 | Broadcom Inc | $9M | 27,678 |
| 22 | Costco Wholesale | $9M | 8,540 |
| 23 | Vertiv Holdings Co Class A | $7M | 29,389 |
| 24 | Alphabet Inc. Class C | $7M | 25,664 |
| 25 | Invesco QQQ Trust | $7M | 11,317 |
| 26 | SPDR S&P 500 ETF | $6M | 9,920 |
| 27 | Vanguard FTSE Emerging Markets ETF | $6M | 116,459 |
| 28 | Berkshire Hathaway | $6M | 12,191 |
| 29 | Tesla Motors | $6M | 15,349 |
| 30 | Conocophillips Com | $5M | 41,496 |
| 31 | Autozone Inc Com | $5M | 1,543 |
| 32 | Vanguard S&P 500 ETF | $5M | 8,552 |
| 33 | Morgan Stanley | $5M | 30,423 |
| 34 | Micron Technology | $5M | 14,562 |
| 35 | Autonation Inc Com | $5M | 24,467 |
| 36 | Utilities Select (sector SPDR Fund) | $5M | 101,963 |
| 37 | L3harris | $5M | 13,438 |
| 38 | Schwab US Large Cap Growth ETF | $4M | 152,049 |
| 39 | Eaton Corp PLC F | $4M | 12,368 |
| 40 | Wal-Mart | $4M | 35,168 |
| 41 | Quanta Services Inc | $4M | 7,771 |
| 42 | Chevron Corp. | $4M | 20,348 |
| 43 | Thermo Fisher | $4M | 8,418 |
| 44 | Intercontinental Exchange Inc | $4M | 24,753 |
| 45 | Boeing Co | $4M | 19,158 |
| 46 | ExxonMobil | $4M | 22,032 |
| 47 | Netflix Inc | $4M | 38,639 |
| 48 | Caterpillar | $4M | 5,060 |
| 49 | Dell Technologies Inc Class C | $4M | 21,366 |
| 50 | American Water Works | $4M | 25,749 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.