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Portfolio (Quarterly) Guide ↗

HCR Wealth Advisors

· CIK 0001697715
13F Portfolio $966M AUM Filed Oct 3, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 244 New
Page 12 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 QCOM Qualcomm Inc Technology 1,326.0 $224K 0.02% NEW $168.89 +18.5%
222 APP Applovin Corp Class A Technology 323.0 $221K 0.02% NEW $683.64 -26.7%
223 CL Colgate-Palmolive Co Consumer Defensive 2,805.0 $220K 0.02% NEW $78.31 +12.5%
224 F Ford Motor Co Consumer Cyclical 17,888.0 $219K 0.02% NEW $12.22 +18.5%
225 VCIT VGRD Itc ETF DV 2,560.0 $215K 0.02% NEW $84.16 -2.6%
226 ED Consolidated Edison Utilities 2,186.0 $213K 0.02% NEW $97.64 +9.7%
227 UPS United Parcel SRVC Class B Industrials 2,466.0 $211K 0.02% NEW $85.57 +15.0%
228 HIMS Hims & Hers Health Inc Healthcare 3,645.0 $211K 0.02% NEW $57.87 -58.1%
229 AON Aon PLC F Class A Financial Services 581.0 $210K 0.02% NEW $360.73 -12.1%
230 XLY SPDR Fund Consumer Discre Select ETF 862.0 $206K 0.02% NEW $239.40 -51.3%
231 SCHP Schwab U.S. TIPS ETF 7,649.0 $206K 0.02% NEW $26.90 -0.9%
232 MU Micron Technology Technology 1,118.0 $205K 0.02% NEW $183.75 +322.3%
233 CRWD Crowdstrike HLDGS Inc Class A Technology 410.0 $204K 0.02% NEW $496.80 +16.7%
234 SOXX iShares Semiconductor ETF IV 723.0 $204K 0.02% NEW $281.69 +80.8%
235 RIVN Rivian Automotive Inc Class A Consumer Cyclical 14,970.0 $203K 0.02% NEW $13.53 +7.3%
236 VO Vanguard Mid Cap ETF 679.0 $200K 0.02% NEW $294.85 -74.0%
237 CVBF C V B Finl Corp Financial Services 10,000.0 $188K 0.02% NEW $18.79 +5.2%
238 NTHI Neonc Technologies HLDGS Healthcare 15,000.0 $171K 0.02% NEW $11.39 -51.7%
239 KW Kennedy Wilson HLDGS Real Estate 19,041.0 $161K 0.02% NEW $8.46 +30.1%
240 VCV Invesco California Value Financial Services 10,000.0 $105K 0.01% NEW $10.53 +0.4%
Page 12 of 13  ·  244 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.8%
Financial Services 14.2%
Communication Services 9.3%
Industrials 9.3%
Consumer Cyclical 7.2%
Healthcare 3.9%
Consumer Defensive 3.5%
Utilities 2.5%
Energy 1.8%
Basic Materials 0.5%