Portfolio (Quarterly)
Guide ↗
HCR Wealth Advisors
· CIK 0001697715| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SHM | SPDR Nuven BLM SHT TM MPL BND ETF | — | 8,000 | $385K | 0.04% | SOLD |
| 2 | PEG | Pub SVC Enterpise GP | Utilities | 3,319 | $271K | 0.03% | SOLD |
| 3 | ETHE | Grayscale Ethereum TR Et | Financial Services | 6,896 | $255K | 0.03% | SOLD |
| 4 | SNOW | Snowflake Inc Class A | Technology | 1,029 | $248K | 0.03% | SOLD |
| 5 | APP | Applovin Corp Class A | Technology | 323 | $221K | 0.02% | SOLD |
| 6 | HIMS | Hims & Hers Health Inc | Healthcare | 3,645 | $211K | 0.02% | SOLD |
| 7 | VO | Vanguard Mid Cap ETF | — | 679 | $200K | 0.02% | SOLD |
| 8 | VCV | Invesco California Value | Financial Services | 10,000 | $105K | 0.01% | SOLD |
| 9 | — | T Rex 2X Inverse Nvidia Daily ETF | — | 10,185 | $9K | 0.00% | SOLD |
Sector Allocation
Technology
47.0%
Financial Services
14.3%
Communication Services
10.2%
Industrials
9.9%
Consumer Cyclical
6.7%
Healthcare
3.9%
Consumer Defensive
3.3%
Utilities
2.4%
Energy
1.8%
Basic Materials
0.5%