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HCR Wealth Advisors

Latest statistics and disclosures from HCR Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VYM, VUG, IJR, NVDA, and represent 43.49% of HCR Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA, GBTC, ADBE, WMT, JBL, NVO, PWR, JAAA, SH, AVGO.
Started 29 new stock positions in APO, CMG, TT, DELL, JBL, Amplify Etf Tr, XHB, AON, QCOM, TRV.
Reduced shares in these 10 stocks: MSFT, VUG, BRK.B, COST, ADM, AME, VYM, IJR, SBUX, C.
Sold out of its positions in ADM, C, ED, Etf Managers Tr purefunds ise cy, Etf Managers Tr ai powered eqt, UCON, GOSS, IDXX, XLP, SRE. UAL.
HCR Wealth Advisors was a net seller of stock by $-6.3M.
HCR Wealth Advisors has $659M in assets under management (AUM), dropping by 4.16%.
Central Index Key (CIK): 0001697715

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Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 223 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	14.0	$93M		539k	171.48	View chart
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)	10.1	$66M		548k	120.99	View chart
Vanguard Growth Index Fund ETF Etf (VUG)	9.9	$65M	-2%	190k	344.20	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	6.2	$41M	-2%	367k	110.52	View chart
Nvidia Corp Common Stock (NVDA)	3.3	$22M	+24%	24k	903.56	View chart
Ametek Common Stock (AME)	3.1	$21M	-5%	112k	182.90	View chart
Microsoft Common Stock (MSFT)	2.9	$19M	-20%	46k	420.72	View chart
iShares Core S&P 500 ETF Etf (IVV)	2.7	$18M	-3%	34k	525.74	View chart
First Trust Preferred Securities and Income ETF Etf (FPE)	2.3	$15M	-4%	882k	17.32	View chart
Alphabet Common Stock (GOOGL)	2.2	$14M	-2%	95k	150.93	View chart
Palo Alto Networks Common Stock (PANW)	1.5	$9.7M		34k	284.13	View chart
Visa Common Stock (V)	1.3	$8.9M		32k	279.08	View chart
Amazon.Com Common Stock (AMZN)	1.3	$8.8M	+5%	49k	180.38	View chart
Meta Platforms Common Stock (META)	1.3	$8.8M	-3%	18k	485.60	View chart
Schwab U.S. TIPS ETF Etf (SCHP)	0.9	$6.1M		117k	52.16	View chart
Costco Wholesale Common Stock (COST)	0.9	$6.0M	-22%	8.1k	732.65	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.9	$5.9M	+2%	30k	200.30	View chart
Autozone Common Stock (AZO)	0.8	$5.0M	-6%	1.6k	3151.65	View chart
iShares Trust 1-3 Etf (SHY)	0.8	$5.0M	-5%	61k	81.78	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.7	$4.9M	-5%	116k	41.77	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.7	$4.6M	-28%	11k	420.52	View chart
Conocophillips Common Stock (COP)	0.7	$4.4M		35k	127.28	View chart
Invesco QQQ Trust Etf (QQQ)	0.7	$4.4M		9.8k	444.04	View chart
iShares TR 20 YR TR Etf (TLT)	0.7	$4.4M		46k	94.62	View chart
Autonation Common Stock (AN)	0.6	$4.1M		25k	165.58	View chart
Thermo Fisher Common Stock (TMO)	0.6	$3.9M		6.8k	581.26	View chart
Boeing Common Stock (BA)	0.6	$3.9M		20k	192.99	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.6	$3.8M		41k	92.72	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.5	$3.4M		23k	152.26	View chart
Chevron Corp. Common Stock (CVX)	0.5	$3.4M		22k	157.75	View chart
American Water Works Common Stock (AWK)	0.5	$3.3M		27k	122.21	View chart
Spdr S&p 500 Etf Etf (SPY)	0.5	$3.3M		6.3k	523.10	View chart
Invesco Senior Loan ETF Etf (BKLN)	0.5	$3.2M		152k	21.15	View chart
Oracle Corp Common Stock (ORCL)	0.5	$3.2M	-4%	26k	125.61	View chart
SPDR Gold TR Gold Etf (GLD)	0.5	$3.2M		16k	205.72	View chart
Home Depot Common Stock (HD)	0.5	$3.2M	+8%	8.3k	383.64	View chart
Utilities Select Etf (XLU)	0.5	$3.2M		48k	65.65	View chart
Intercontinental Exchange Common Stock (ICE)	0.5	$3.1M		23k	137.44	View chart
Starbucks Corp Common Stock (SBUX)	0.5	$3.0M	-24%	33k	91.39	View chart
Merck &co Common Stock (MRK)	0.4	$2.8M	+4%	21k	131.95	View chart
Tesla Motors Common Stock (TSLA)	0.4	$2.6M	-5%	15k	175.79	View chart
Abbvie Common Stock (ABBV)	0.4	$2.6M	-2%	14k	182.11	View chart
L3harris Common Stock (LHX)	0.4	$2.6M		12k	213.11	View chart
Nextera Energy Common Stock (NEE)	0.4	$2.5M		39k	63.91	View chart
Walt Disney Common Stock (DIS)	0.4	$2.4M	-16%	20k	122.36	View chart
ExxonMobil Common Stock (XOM)	0.4	$2.4M		21k	116.24	View chart
Morgan Stanley Common Stock (MS)	0.4	$2.4M		25k	94.16	View chart
ServiceNow Common Stock (NOW)	0.4	$2.4M	-7%	3.1k	762.40	View chart
Constellation Brands Common Stock (STZ)	0.4	$2.4M		8.7k	271.76	View chart
Zoetis Common Stock (ZTS)	0.4	$2.3M		14k	169.22	View chart
Freeport-Mcmoran Common Stock (FCX)	0.4	$2.3M	-6%	49k	47.02	View chart
Honeywell Common Stock (HON)	0.3	$2.3M	-3%	11k	205.25	View chart
Target Corp Common Stock (TGT)	0.3	$2.3M	-2%	13k	177.22	View chart
iShares High Yield Corporat Bond ETF Etf (SHYG)	0.3	$2.2M		51k	42.55	View chart
CME Group Common Stock (CME)	0.3	$2.1M		10k	215.29	View chart
PIMCO Enhanced SHRT Maturty Actv ETF Etf (MINT)	0.3	$2.1M		21k	100.54	View chart
Wal-Mart Common Stock (WMT)	0.3	$2.1M	+200%	35k	60.17	View chart
First Trust TCW Opportunistic Fixed Income ETF Etf (FIXD)	0.3	$2.0M	-19%	47k	43.60	View chart
Bank Of America Corp Common Stock (BAC)	0.3	$2.0M	+5%	54k	37.92	View chart
Mastercard Common Stock (MA)	0.3	$1.9M		3.8k	481.68	View chart
Netflix Common Stock (NFLX)	0.3	$1.8M		3.0k	607.33	View chart
iShares Biotechnology ETF Etf (IBB)	0.3	$1.8M	-5%	13k	137.22	View chart
iShares Treasury Floating Rate B ETF Etf (TFLO)	0.3	$1.8M		35k	50.69	View chart
Fedex Corp Common Stock (FDX)	0.3	$1.8M	-4%	6.1k	289.75	View chart
Grayscale Bitcoin TR BTC Fund (GBTC)	0.3	$1.7M	NEW	28k	63.17	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$1.7M	-6%	11k	158.20	View chart
Allstate Corp Common Stock (ALL)	0.3	$1.7M		9.9k	173.01	View chart
Adobe Common Stock (ADBE)	0.2	$1.6M	NEW	3.2k	504.60	View chart
McDonalds Common Stock (MCD)	0.2	$1.6M	-2%	5.7k	281.97	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	0.2	$1.5M	+4%	16k	94.66	View chart
Caterpillar Common Stock (CAT)	0.2	$1.4M	+5%	3.9k	366.50	View chart
iShares 3-7 Year Treasury Bond ETF Etf (IEI)	0.2	$1.4M	+14%	12k	115.81	View chart
Procter & Gamble Common Stock (PG)	0.2	$1.4M	-10%	8.6k	162.26	View chart
iShares California Muni Bond ETF Etf (CMF)	0.2	$1.3M	-5%	23k	57.54	View chart
Amgen Common Stock (AMGN)	0.2	$1.3M		4.6k	284.32	View chart
iShares Preferred Income Sec ETF IV Etf (PFF)	0.2	$1.3M		41k	32.23	View chart
iShares US Technology ETF Etf (IYW)	0.2	$1.3M		9.7k	135.07	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$1.3M	-8%	26k	50.17	View chart
Deere & Co Common Stock (DE)	0.2	$1.3M	-19%	3.1k	410.75	View chart
Lilly Eli & Co Common Stock (LLY)	0.2	$1.2M	+24%	1.6k	778.26	View chart
Clorox Common Stock (CLX)	0.2	$1.2M	-15%	8.0k	153.12	View chart
Alps Alerian MLP ETF Etf (AMLP)	0.2	$1.2M	-8%	26k	47.46	View chart
Church &dwight Common Stock (CHD)	0.2	$1.2M		11k	104.31	View chart
Rocket Cos Common Stock (RKT)	0.2	$1.1M	+3%	79k	14.55	View chart
Janus Henderson Aaa Clo ETF IV Etf (JAAA)	0.2	$1.1M	+445%	22k	50.74	View chart
Jabil Circuit Common Stock (JBL)	0.2	$1.1M	NEW	8.3k	133.95	View chart
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL)	0.2	$1.1M	-25%	12k	91.80	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.2	$1.1M	-11%	14k	74.22	View chart
Johnson Controls Inter F Common Stock (JCI)	0.2	$1.1M		16k	65.32	View chart
UnitedHealth Group Common Stock (UNH)	0.2	$1.0M		2.1k	494.70	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.2	$1.0M	+9%	11k	94.42	View chart
Charles Schwab Corp Common Stock (SCHW)	0.2	$1.0M	+12%	14k	72.34	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.2	$1.0M		4.8k	208.27	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	0.2	$1.0M	-3%	20k	51.60	View chart
PIMCO Active Bond ETF Etf (BOND)	0.1	$966k		11k	91.86	View chart
US Bancorp Common Stock (USB)	0.1	$958k	-3%	21k	44.70	View chart
MGM Resorts Intl Common Stock (MGM)	0.1	$955k		20k	47.21	View chart
Broadcom Common Stock (AVGO)	0.1	$949k	+153%	715.00	1326.59	View chart
Novo-Nordisk As Vormal F Common Stock (NVO)	0.1	$946k	NEW	7.4k	128.40	View chart
Altria Group Common Stock (MO)	0.1	$926k		21k	43.62	View chart
Quanta Services Common Stock (PWR)	0.1	$913k	NEW	3.5k	259.80	View chart
iShares Russell 2000 ETF Etf (IWM)	0.1	$901k	+7%	4.3k	210.32	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.1	$882k	-12%	1.8k	480.95	View chart
Vanguard Total Stock Market Index Fund ETF Etf (VTI)	0.1	$874k		3.4k	259.90	View chart
American States Water Common Stock (AWR)	0.1	$836k	-4%	12k	72.24	View chart
Nike Inc Class B Common Stock (NKE)	0.1	$828k	-4%	8.8k	93.98	View chart
Aflac Common Stock (AFL)	0.1	$786k		9.2k	85.86	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.1	$783k		14k	54.23	View chart
iShares Core S&P Total US Stock Mark Etf (ITOT)	0.1	$778k		6.7k	115.30	View chart
Vanguard Information Technology Index Fund ETF Etf (VGT)	0.1	$746k	-7%	1.4k	524.34	View chart
Marvell Technology Common Stock (MRVL)	0.1	$736k	+17%	10k	70.88	View chart
Advanced Micro Device In Common Stock (AMD)	0.1	$708k		3.9k	180.52	View chart
ProShares Short S&P 500 ETF Etf (SH)	0.1	$667k	NEW	56k	11.86	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$661k		11k	57.96	View chart
Vanguard Health Care ETF Etf (VHT)	0.1	$652k		2.4k	270.60	View chart
Stryker Corp Common Stock (SYK)	0.1	$651k	+5%	1.8k	357.87	View chart
Coca-Cola Common Stock (KO)	0.1	$644k	-17%	11k	61.18	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	0.1	$628k	-11%	8.2k	76.67	View chart
Intuit Common Stock (INTU)	0.1	$621k	+57%	956.00	650.00	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.1	$617k	-10%	8.5k	72.63	View chart
Philip Morris Intl Common Stock (PM)	0.1	$592k	-2%	6.5k	91.63	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$590k		7.0k	84.44	View chart
General Electric Common Stock (GE)	0.1	$590k	+3%	3.4k	175.56	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$579k		1.4k	417.69	View chart
Sherwin Williams Common Stock (SHW)	0.1	$553k	+70%	1.6k	347.33	View chart
iShares iBoxx $ Etf (LQD)	0.1	$538k		4.9k	108.92	View chart
iShares US Real Estate ETF Etf (IYR)	0.1	$534k	-2%	5.9k	89.91	View chart
Blackstone Common Stock (BX)	0.1	$515k	+119%	3.9k	131.39	View chart
SPDR S&P Midcap 400 ETF Etf (MDY)	0.1	$510k	+2%	916.00	556.83	View chart
First Dorsey Wright Focus 5 ETF IV Etf (FV)	0.1	$506k		8.8k	57.23	View chart
American Express Common Stock (AXP)	0.1	$487k		2.1k	227.73	View chart
iShares JP Morgan Usd Emerging Marke Etf (EMB)	0.1	$479k	-10%	5.3k	89.67	View chart
SPDR Nuven BLM SHT TM MPL BND ETF Etf (SHM)	0.1	$474k		10k	47.44	View chart
Vanguard Muni BND Tax Common Stock (VTEB)	0.1	$471k	NEW	9.3k	50.60	View chart
iShares TIPS Bond ETF Etf (TIP)	0.1	$439k	-9%	4.1k	107.41	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$437k	+86%	961.00	454.87	View chart
SPDR Dow Jones Industrial Avrg ETF Etf (DIA)	0.1	$432k		1.1k	397.81	View chart
First Trust Managed Municipal ETF IV Etf (FMB)	0.1	$429k		8.3k	51.36	View chart
Phillips 66 Common Stock (PSX)	0.1	$425k		2.6k	163.34	View chart
Discover Finl S Common Stock (DFS)	0.1	$423k		3.2k	131.09	View chart
iShares Short Term NTNL Mun BND ETF Etf (SUB)	0.1	$422k		4.0k	104.73	View chart
Gabelli Equity CF Fund (GAB)	0.1	$416k		75k	5.52	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.1	$407k		2.2k	186.81	View chart
iShares Select Dividend ETF Etf (DVY)	0.1	$405k		3.3k	123.18	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.1	$404k		5.1k	79.86	View chart
McCormick &company Common Stock (MKC)	0.1	$402k		5.2k	76.81	View chart
United Parcel SRVC Class B Common Stock (UPS)	0.1	$398k	-14%	2.7k	148.63	View chart
Wisdomtree Int RT HDG HGH YLD ETF Etf (HYZD)	0.1	$397k	-14%	18k	22.03	View chart
RTX Corp Common Stock (RTX)	0.1	$394k		4.0k	97.54	View chart
Verizon Common Stock (VZ)	0.1	$393k		9.4k	41.96	View chart
Pepsico Common Stock (PEP)	0.1	$390k	+18%	2.2k	175.02	View chart
iShares US Financials ETF Etf (IYF)	0.1	$376k		3.9k	95.67	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$374k	-10%	937.00	399.09	View chart
iShares S&P Mid Cap 400 GRWTH ETF Etf (IJK)	0.1	$364k		4.0k	91.25	View chart
Asml Holding N V F Common Stock (ASML)	0.1	$358k	-11%	369.00	970.47	View chart
Salesforce Common Stock (CRM)	0.1	$355k		1.2k	301.18	View chart
Snap Inc Class A Common Stock (SNAP)	0.1	$351k	+18%	31k	11.48	View chart
Universal Display Common Stock (OLED)	0.1	$337k		2.0k	168.45	View chart
Invesco S&P 500 Low Volatility ETF Etf (SPLV)	0.1	$336k		5.1k	65.88	View chart
Ibm Common Stock (IBM)	0.1	$335k		1.8k	190.96	View chart
SPDR S&P Homebuilders Common Stock (XHB)	0.1	$333k	NEW	3.0k	111.59	View chart
Vaneck Gold Miners ETF Etf (GDX)	0.0	$324k	-14%	10k	31.62	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$318k	+57%	5.5k	58.13	View chart
iShares Core High Etf (HDV)	0.0	$318k	-25%	2.9k	110.21	View chart
iShares US Aerospace Defense ETF Etf (ITA)	0.0	$312k	-3%	2.4k	131.93	View chart
Taiwan Semiconductr F Common Stock (TSM)	0.0	$312k	-10%	2.3k	136.05	View chart
Progressive Co Ohio Common Stock (PGR)	0.0	$312k		1.5k	206.82	View chart
Linde PLC F Common Stock (LIN)	0.0	$311k	NEW	669.00	464.32	View chart
Accenture PLC F Class A Common Stock (ACN)	0.0	$306k	+29%	883.00	346.61	View chart
Synopsys Common Stock (SNPS)	0.0	$305k		534.00	571.50	View chart
Marsh & MC Lennan Common Stock (MMC)	0.0	$302k	-4%	1.5k	205.98	View chart
CIGNA Group Common Stock (CI)	0.0	$295k		812.00	363.19	View chart
Schwab International Equity ETF Etf (SCHF)	0.0	$293k		7.5k	39.02	View chart
Palantir Technologies In Class A Common Stock (PLTR)	0.0	$289k		13k	23.01	View chart
Amplify Cybersecurity ETF Etf (HACK)	0.0	$288k	NEW	4.5k	64.11	View chart
iShares National Muni Bond ETF Etf (MUB)	0.0	$276k		2.6k	107.60	View chart
Applied Materials Common Stock (AMAT)	0.0	$276k		1.3k	206.33	View chart
CSX Corp Common Stock (CSX)	0.0	$276k		7.4k	37.07	View chart
iShares MSCI USA Esg Select ETF Etf (SUSA)	0.0	$276k		2.5k	109.17	View chart
Paypal Holdings Incorpor Common Stock (PYPL)	0.0	$276k	-25%	4.1k	66.99	View chart
Regeneron Pharms Common Stock (REGN)	0.0	$267k		277.00	962.49	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.0	$266k	NEW	2.3k	114.11	View chart
Select Sector Health Care SPDR ETF Etf (XLV)	0.0	$265k	-8%	1.8k	147.73	View chart
Martin Marietta Material Common Stock (MLM)	0.0	$261k		425.00	613.94	View chart
Mondelez Intl Class A Common Stock (MDLZ)	0.0	$260k	-2%	3.7k	70.00	View chart
SPDR Nuveen BLMG HG YL MP BND ETF Etf (HYMB)	0.0	$258k		10k	25.69	View chart
Amplify TRNSFRMTNL Data SHRNG ETF Etf (BLOK)	0.0	$256k		7.0k	36.44	View chart
Ford Motor Common Stock (F)	0.0	$248k	-6%	19k	13.28	View chart
Northrop Grumman Common Stock (NOC)	0.0	$246k	-19%	513.00	479.54	View chart
Colgate-Palmolive Common Stock (CL)	0.0	$246k		2.7k	90.05	View chart
Shell PLC F Common Stock (SHEL)	0.0	$245k		3.7k	67.04	View chart
Ameren Corp Common Stock (AEE)	0.0	$244k	-5%	3.3k	73.96	View chart
Schwab US Small Cap ETF Etf (SCHA)	0.0	$242k		4.9k	49.25	View chart
Stifel Finl Common Stock (SF)	0.0	$239k		3.1k	78.17	View chart
Cadiz Common Stock (CDZI)	0.0	$238k	+15%	82k	2.90	View chart
BlackRock Common Stock (BLK)	0.0	$236k	NEW	283.00	833.70	View chart
Moodys Corp Common Stock (MCO)	0.0	$236k		600.00	393.03	View chart
Travelers Common Stock (TRV)	0.0	$235k	NEW	1.0k	230.14	View chart
Invesco FTSE Rafi US 1000 ETF Etf (PRF)	0.0	$231k		6.0k	38.47	View chart
Chipotle Mexican GRL Common Stock (CMG)	0.0	$230k	NEW	79.00	2906.76	View chart
United Rentals Common Stock (URI)	0.0	$229k	NEW	317.00	721.11	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.0	$228k	-2%	5.6k	41.09	View chart
Aon PLC F Class A Common Stock (AON)	0.0	$226k	NEW	676.00	333.72	View chart
Inhibrx Common Stock (INBX)	0.0	$220k		6.3k	34.96	View chart
Comcast Corp Class A Common Stock (CMCSA)	0.0	$220k	-2%	5.1k	43.35	View chart
Apollo Global MGMT Inc N Common Stock (APO)	0.0	$218k	NEW	1.9k	112.45	View chart
Amplify Ai Powered Equity ETF Etf	0.0	$218k	NEW	6.0k	36.48	View chart
iShares Bitcoin ETF Etf	0.0	$217k	NEW	5.4k	40.47	View chart
Qualcomm Common Stock (QCOM)	0.0	$213k	NEW	1.3k	169.37	View chart
Select STR Financial Select SPDR ETF Etf (XLF)	0.0	$211k	NEW	5.0k	42.12	View chart
Trane Technologies PLC F Common Stock (TT)	0.0	$210k	NEW	701.00	300.20	View chart
iShares S&P Mid Cap 400 Value ETF Etf (IJJ)	0.0	$206k	NEW	1.7k	118.35	View chart
Danaher Corp Common Stock (DHR)	0.0	$206k	NEW	823.00	249.72	View chart
Vertex Pharmaceutica Common Stock (VRTX)	0.0	$202k	NEW	484.00	418.01	View chart
C V B Finl Corp Common Stock (CVBF)	0.0	$178k		10k	17.84	View chart
Kennedy Wilson HLDGS Common Stock (KW)	0.0	$163k		19k	8.58	View chart
Magnite Common Stock (MGNI)	0.0	$140k		13k	10.75	View chart
Editas Medicine Incorpor Common Stock (EDIT)	0.0	$126k	-22%	17k	7.42	View chart
Quantumscape Corp Class A Common Stock (QS)	0.0	$63k	NEW	10k	6.29	View chart
Nokia Oyj F Common Stock (NOK)	0.0	$55k		15k	3.54	View chart
Cxapp Inc Class A Common Stock (CXAI)	0.0	$25k	NEW	10k	2.45	View chart
Tonix Pharma HLDGS Common Stock (TNXP)	0.0	$19k	NEW	100k	0.19	View chart
Heart Test Laboratories Common Stock (HSCS)	0.0	$12k	NEW	100k	0.12	View chart

Past Filings by HCR Wealth Advisors

SEC 13F filings are viewable for HCR Wealth Advisors going back to 2016

HCR Wealth Advisors 2024 Q1 filed May 10, 2024
HCR Wealth Advisors 2023 Q4 filed Feb. 9, 2024
HCR Wealth Advisors 2023 Q3 filed Oct. 20, 2023
HCR Wealth Advisors 2023 Q2 filed Aug. 10, 2023
HCR Wealth Advisors 2023 Q1 filed May 12, 2023
HCR Wealth Advisors 2022 Q4 filed Feb. 13, 2023
HCR Wealth Advisors 2022 Q3 filed Nov. 7, 2022
HCR Wealth Advisors 2022 Q2 filed Aug. 12, 2022
HCR Wealth Advisors 2022 Q1 filed May 5, 2022
HCR Wealth Advisors 2021 Q4 filed Feb. 4, 2022
HCR Wealth Advisors 2021 Q3 filed Nov. 2, 2021
HCR Wealth Advisors 2021 Q2 filed July 21, 2021
HCR Wealth Advisors 2021 Q1 filed May 13, 2021
HCR Wealth Advisors 2020 Q4 filed Feb. 4, 2021
HCR Wealth Advisors 2020 Q3 filed Nov. 5, 2020
HCR Wealth Advisors 2020 Q2 filed July 30, 2020

View all past filings

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