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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 7 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LMT Lockheed Martin Corp Industrials 1,490.0 $744K 0.08% NEW $499.36 +3.0%
122 UNH UnitedHealth Group Healthcare 2,087.0 $738K 0.08% NEW $353.82 +9.1%
123 DIA SPDR Dow Jones Industrial Avrg ETF Financial Services 1,578.0 $734K 0.08% NEW $465.15 +6.4%
124 COF Capital One FC Financial Services 3,378.0 $722K 0.07% NEW $213.78 -12.8%
125 SCHX Schwab US Large Cap ETF 27,204.0 $721K 0.07% NEW $26.50 +9.5%
126 ISRG Intuitive Surgical Healthcare 1,558.0 $690K 0.07% NEW $443.01 -4.3%
127 NKE Nike Inc Class B Com Consumer Cyclical 9,101.0 $679K 0.07% NEW $74.57 -44.3%
128 BSV Vanguard Short-Term Bond ETF 8,526.0 $672K 0.07% NEW $78.82 -1.3%
129 HACK Amplify Cybersecurity ETF 7,495.0 $659K 0.07% NEW $87.95 +1.5%
130 KO Coca-Cola Consumer Defensive 9,496.0 $628K 0.07% NEW $66.10 +21.7%
131 VHT Vanguard Health Care ETF 2,274.0 $606K 0.06% NEW $266.58 +1.3%
132 GEV GE Vernova Inc Utilities 996.0 $604K 0.06% NEW $606.23 +70.2%
133 SHW Sherwin Williams Co Basic Materials 1,715.0 $590K 0.06% NEW $343.90 -12.4%
134 MDY SPDR S&P Midcap 400 ETF Financial Services 926.0 $554K 0.06% NEW $598.80 +10.2%
135 SRE Sempra Utilities 6,148.0 $549K 0.06% NEW $89.28 +1.5%
136 FV First Dorsey Wright Focus 5 ETF IV 8,840.0 $548K 0.06% NEW $61.95 +12.1%
137 AMD Advanced Micro Device In Technology 3,180.0 $540K 0.06% NEW $169.76 +156.2%
138 EFA iShares MSCI EAFE ETF 5,591.0 $527K 0.06% NEW $94.29 +8.7%
139 LIN Linde PLC F Basic Materials 1,113.0 $523K 0.05% NEW $469.48 +7.7%
140 CLX Clorox Co Com Consumer Defensive 4,251.0 $520K 0.05% NEW $122.27 -25.2%
Page 7 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%