HCR Wealth Advisors

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Los Angeles, CA
CIK
0001697715
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 229 764,157 AAPL, VUG, VYM, IJR 13F-HR 10/10/2024 000169771524000006
Q2 2024 220 699,745 AAPL, VUG, VYM, IJR 13F-HR 8/6/2024 000169771524000005
Q1 2024 223 659,411 AAPL, VYM, VUG, IJR 13F-HR 5/10/2024 000169771524000003
Q4 2023 205 633,080 AAPL, VYM, VUG, IJR 13F-HR 2/9/2024 000169771524000001
Q3 2023 170 456,092 AAPL, VYM, VUG, IJR 13F-HR 10/20/2023 000139834423019509
Q2 2023 179 539,956 AAPL, VYM, VUG, IJR 13F-HR 8/9/2023 000139834423014448
Q1 2023 175 505,232 AAPL, VYM, VUG, IJR 13F-HR 5/12/2023 000139834423009625
Q4 2022 178 476,486 AAPL, VYM, VUG, IJR 13F-HR 2/13/2023 000139834423002932
Q3 2022 168 470,614 AAPL, VYM, VUG, IJR 13F-HR 11/7/2022 000139834422021516
Q2 2022 177 498,182 AAPL, VYM, VUG, IJR 13F-HR 8/11/2022 000139834422015388
Q1 2022 187 611,818 AAPL, VYM, VUG, IJR 13F-HR 5/4/2022 000139834422008813
Q4 2021 201 645,184 AAPL, VYM, VUG, XLE 13F-HR 2/4/2022 000139834422002124
Q3 2021 197 599,237 AAPL, VYM, VUG, XLE 13F-HR 11/1/2021 000139834421020790
Q2 2021 190 576,051 AAPL, VYM, VUG, XLE 13F-HR 7/21/2021 000139834421014637
Q1 2021 180 505,760 AAPL, VYM, VUG, FPE 13F-HR 5/12/2021 000139834421010569
Q4 2020 267 477,807 AAPL, VYM, VUG, FPE 13F-HR 2/4/2021 000139834421002330
Q3 2020 240 437,375 AAPL, VYM, VUG, FPE 13F-HR 11/5/2020 000139834420021394
Q2 2020 246 426,180 AAPL, VUG, SH, VYM 13F-HR 7/30/2020 000139834420014646
Q1 2020 236 349,565 AAPL, TLT, VUG, VYM 13F-HR 5/8/2020 000139834420009723
Q4 2019 236 412,222 AAPL, VUG, VYM, TLT 13F-HR 2/7/2020 000139834420002388
Q3 2019 146 301,210 AAPL, VUG, TLT, MINT 13F-HR 11/7/2019 000139834419019242
Q2 2019 154 351,663 AAPL, VYM, VUG, TLT 13F-HR 7/25/2019 000139834419012428
Q1 2019 176 348,036 AAPL, TLT, VUG, VYM 13F-HR 5/10/2019 000139834419008437
Q4 2018 160 309,542 VUG, VYM, AAPL, FPE 13F-HR 1/31/2019 000139834419001670
Q3 2018 156 306,986 AAPL, VUG, FPE, EZM 13F-HR 11/9/2018 000139834418016189
Q2 2018 171 304,765 AAPL, VYM, FPF, VUG 13F-HR 8/14/2018 000139834418011876
Q1 2018 168 288,349 VYM, AAPL, FPE, VUG 13F-HR 5/15/2018 000139834418007625
Q4 2017 170 286,287 VYM, AAPL, FPE, VUG 13F-HR 2/13/2018 000139834418002001
Q3 2017 161 237,589 VYM, AAPL, VUG, GOOGL 13F-HR 11/13/2017 000139834417014462
Q2 2017 143 202,490 VYM, AAPL, TBF, GOOGL RESTATEMENT 8/16/2017 000139834417010423
Q1 2017 155 195,227 AAPL, VYM, PG, TBF 13F-HR 5/11/2017 000139834417006244
Q4 2016 154 189,300 AAPL, FPE, VYM, PG 13F-HR 2/14/2017 000139834417002098
Additional filings from HCR Wealth Advisors that have since been restated