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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 2 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL Oracle Corp Technology 25,923.0 $7.5M 0.78% NEW $288.78 -32.3%
22 QQQ Invesco QQQ Trust Financial Services 11,256.0 $6.8M 0.71% NEW $605.74 +17.0%
23 AZO Autozone Inc Com Consumer Cyclical 1,530.0 $6.5M 0.67% NEW $4253.71 -21.9%
24 GLD SPDR Gold TR Gold (SHS) Financial Services 18,276.0 $6.5M 0.67% NEW $354.79 +20.4%
25 SPY SPDR S&P 500 ETF Financial Services 9,454.0 $6.3M 0.66% NEW $669.26 +10.4%
26 TSLA Tesla Motors Consumer Cyclical 14,453.0 $6.3M 0.65% NEW $436.01 +1.7%
27 GOOG Alphabet Inc. Class C Communication Services 24,930.0 $6.1M 0.64% NEW $246.43 +61.2%
28 VWO Vanguard FTSE Emerging Markets ETF 107,249.0 $5.9M 0.61% NEW $54.67 +6.9%
29 AN Autonation Inc Com Consumer Cyclical 25,343.0 $5.7M 0.59% NEW $223.92 -17.8%
30 Berkshire Hathaway 11,054.0 $5.5M 0.57% NEW $495.92
31 SCHG Schwab US Large Cap Growth ETF 165,517.0 $5.3M 0.55% NEW $32.18 +6.5%
32 VRT Vertiv Holdings Co Class A Industrials 32,551.0 $5.3M 0.55% NEW $161.64 +132.8%
33 VOO Vanguard S&P 500 ETF 7,859.0 $4.8M 0.50% NEW $615.25 +10.4%
34 MS Morgan Stanley Financial Services 30,250.0 $4.7M 0.49% NEW $155.30 +25.3%
35 SHY iShares Trust 1-3 (year Treasury Bond Etf) 54,312.0 $4.5M 0.47% NEW $82.82 -0.9%
36 XLU Utilities Select (sector SPDR Fund) 51,013.0 $4.5M 0.46% NEW $87.89 -50.1%
37 TMO Thermo Fisher Healthcare 7,970.0 $4.2M 0.43% NEW $525.01 -14.6%
38 BA Boeing Co Industrials 19,207.0 $4.2M 0.43% NEW $217.43 +1.4%
39 LHX L3harris Industrials 13,317.0 $3.9M 0.41% NEW $296.12 +3.9%
40 NFLX Netflix Inc Communication Services 3,310.0 $3.8M 0.40% NEW $1162.53 -92.5%
Page 2 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%