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Portfolio (Quarterly) Guide ↗

HCR Wealth Advisors

· CIK 0001697715
13F Portfolio $1.0B AUM 255 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 100 Added 55 Reduced 9 Exited
Page 5 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FCX Freeport-Mcmoran Inc Basic Materials 35,433.0 $1.8M 0.18% $50.79 +16.7%
82 RTX RTX Corp Industrials 9,041.0 $1.7M 0.16% +1K +17.6% $183.41 -4.0%
83 UCON First Trust TCW Unconstrained Plus Bond ETF 65,838.0 $1.7M 0.16% +12K +21.4% $25.17 -1.8%
84 VB Vanguard Small Cap ETF IV 6,328.0 $1.6M 0.16% +5K +517.4% $257.98 +7.9%
85 FIXD First Trust TCW Opportunistic Fixed Income ETF 36,345.0 $1.6M 0.16% +287.0 +0.8% $44.32 -2.9%
86 MCD McDonalds Consumer Cyclical 5,220.0 $1.6M 0.16% -38.0 -0.7% $305.65 -7.6%
87 AMGN Amgen Inc. Healthcare 4,795.0 $1.6M 0.15% $327.31 -1.4%
88 OWL Blue Owl Cap Inc Class A Financial Services 104,738.0 $1.6M 0.15% -10K -8.6% $14.94 -36.5%
89 FDX Fedex Corp Com Industrials 5,391.0 $1.6M 0.15% -77.0 -1.4% $288.87 +26.0%
90 ZTS Zoetis Inc Healthcare 12,330.0 $1.6M 0.15% -1K -9.2% $125.82 -38.0%
91 AMLP Alps Alerian MLP ETF 32,801.0 $1.5M 0.15% $47.02 +15.8%
92 LLY Lilly Eli & Co Healthcare 1,338.0 $1.4M 0.14% +85.0 +6.8% $1075.16 -7.8%
93 VGT Vanguard Information Technology Index Fund ETF 1,873.0 $1.4M 0.14% +11.0 +0.6% $753.84 -85.2%
94 RKT Rocket Cos Inc Com Financial Services 72,522.0 $1.4M 0.14% +4K +5.4% $19.36 -35.3%
95 IEI iShares 3-7 Year Treasury Bond ETF 11,729.0 $1.4M 0.14% -685.0 -5.5% $119.35 -2.2%
96 XLK Technology Select Sector SPDR ETF 9,587.0 $1.4M 0.14% +5K +99.8% $143.97 +20.8%
97 SCHW Charles Schwab Corp Financial Services 13,762.0 $1.4M 0.14% +222.0 +1.6% $99.91 -7.9%
98 PG Procter & Gamble Consumer Defensive 9,207.0 $1.3M 0.13% -340.0 -3.6% $143.32 -1.1%
99 IEF iShares 7-10 Year Treasury Bond ETF 13,563.0 $1.3M 0.13% -107.0 -0.8% $96.16 -3.2%
100 BND Vanguard Total Bond Market ETF 17,513.0 $1.3M 0.13% +4K +30.2% $74.07 -2.2%
Page 5 of 13  ·  255 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 47.0%
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%