HCR Wealth Advisors

13F filer, CIK 1697715, LOS ANGELES, CA

HCR Wealth Advisors reported $764,157,553 across 229 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-10. Its ten largest share positions make up 57.07% of the portfolio.

Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001697715-24-000006

Period: 2024-09-30
Reported value: $764M
Holdings: 229
Top 10 weight: 57.07%
New: 15
Sold out: 6

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IEMGadded	+176,943	$10.2M
BINCnew	+82,014	$4.39M
NVDAadded	+22,612	$2.75M
AVGOadded	+11,520	$1.99M
CSMadded	+20,714	$1.35M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SCHPreduced	-114,399	-$6.14M
DEreduced	-2,409	-$1.01M
JBLexited	-8,414	-$915K
GBTCreduced	-10,280	-$519K
IBBreduced	-2,747	-$400K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001697715-24-000006, largest first. % of portfolio is the value over $764,157,553, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	530,528	$124M	16.18%	+2,816	Timeline
VUGVANGUARD INDEX FDS	192,985	$74.1M	9.7%	+1,757	Timeline
VYMVANGUARD WHITEHALL FDS	558,839	$71.6M	9.38%	+6,856	Timeline
IJRISHARES TR	367,678	$43M	5.63%	+3,602	Timeline
NVDANVIDIA CORPORATION	264,764	$32.2M	4.21%	+22,612	Timeline
MSFTMICROSOFT CORP	47,024	$20.2M	2.65%	+34	Timeline
IVVISHARES TR	34,934	$20.2M	2.64%	+432	Timeline
AMEAMETEK INC	112,372	$19.3M	2.53%	0	Timeline
FPEFIRST TR EXCH TRADED FD III	882,202	$16M	2.09%	+7,097	Timeline
GOOGLALPHABET INC	95,954	$15.9M	2.08%	-802	Timeline
PANWPALO ALTO NETWORKS INC	34,052	$11.6M	1.52%	+34	Timeline
IEMGISHARES INC	196,423	$11.3M	1.48%	+176,943	Timeline
METAMETA PLATFORMS INC	17,905	$10.2M	1.34%	-227	Timeline
AMZNAMAZON COM INC	51,334	$9.57M	1.25%	+1,611	Timeline
VVISA INC	32,305	$8.88M	1.16%	+617	Timeline
COSTCOSTCO WHOLESALE CORPORATION	8,033	$7.12M	0.93%	-56	Timeline
JPMJPMORGAN CHASE & CO	30,068	$6.34M	0.83%	+587	Timeline
VWOVANGUARD INTL EQUITY INDEX F	113,457	$5.43M	0.71%	-1,557	Timeline
QQQINVESCO QQQ TR	11,036	$5.39M	0.7%	+656	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	9,140	$5.24M	0.69%	+1,658	Timeline
AZOAUTOZONE INC	1,606	$5.06M	0.66%	+20	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	10,932	$5.03M	0.66%	+10	Timeline
SHYISHARES TR	59,863	$4.98M	0.65%	-586	Timeline
TLTISHARES TR	47,170	$4.63M	0.61%	+608	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	7,445	$4.61M	0.6%	+647	Timeline
ANAUTONATION INC	24,657	$4.41M	0.58%	-227	Timeline
BINCBLACKROCK ETF TRUST II	82,014	$4.39M	0.57%	new	Timeline
SCHGSCHWAB STRATEGIC TR	41,027	$4.27M	0.56%	-75	Timeline
ORCLORACLE CORP	24,750	$4.22M	0.55%	+57	Timeline
XLUSELECT SECTOR SPDR TR	50,149	$4.05M	0.53%	+1,255	Timeline
GLDSPDR GOLD TR	16,395	$3.98M	0.52%	+897	Timeline
AWKAMERICAN WTR WKS CO INC NEW	27,017	$3.95M	0.52%	+137	Timeline
COPCONOCOPHILLIPS	35,882	$3.78M	0.49%	+280	Timeline
TSLATESLA INC	14,352	$3.76M	0.49%	-1,064	Timeline
GOOGALPHABET INC	22,215	$3.71M	0.49%	-518	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	22,829	$3.67M	0.48%	+525	Timeline
HDHOME DEPOT INC	9,026	$3.66M	0.48%	+536	Timeline
NEENEXTERA ENERGY INC	40,743	$3.44M	0.45%	+106	Timeline
CVXCHEVRON CORPORATION	21,464	$3.16M	0.41%	-222	Timeline
BKLNINVESCO EXCH TRADED FD TR II	148,060	$3.11M	0.41%	-4,379	Timeline
SBUXSTARBUCKS CORP	31,485	$3.07M	0.4%	-1,281	Timeline
ZTSZOETIS INC	15,470	$3.02M	0.4%	+2,042	Timeline
BABOEING CO	19,489	$2.96M	0.39%	+29	Timeline
LHXL3HARRIS TECHNOLOGIES INC	12,391	$2.95M	0.39%	+387	Timeline
WMTWALMART INC	34,957	$2.82M	0.37%	+397	Timeline
ABBVABBVIE INC	14,201	$2.8M	0.37%	0	Timeline
NOWSERVICENOW INC	3,096	$2.77M	0.36%	+183	Timeline
MSMORGAN STANLEY	25,806	$2.69M	0.35%	+710	Timeline
SYKSTRYKER CORPORATION	7,412	$2.68M	0.35%	+132	Timeline
XOMEXXON MOBIL CORP	21,041	$2.47M	0.32%	+489	Timeline
MRKMERCK & CO INC	21,089	$2.39M	0.31%	+78	Timeline
HONHONEYWELL INTL INC	11,579	$2.39M	0.31%	+196	Timeline
CMECME GROUP INC	10,259	$2.26M	0.3%	+140	Timeline
MINTPIMCO ETF TR	22,424	$2.26M	0.3%	+960	Timeline
STZCONSTELLATION BRANDS INC	8,751	$2.26M	0.3%	+117	Timeline
BACBANK OF AMER CORP	56,185	$2.23M	0.29%	+2,560	Timeline
NFLXNETFLIX INC.	3,101	$2.2M	0.29%	+116	Timeline
SHYGISHARES TR	50,008	$2.17M	0.28%	-40	Timeline
AVGOBROADCOM INC	12,269	$2.12M	0.28%	+11,520	Timeline
IEFISHARES TR	21,520	$2.11M	0.28%	+5,275	Timeline
TFLOISHARES TR	40,535	$2.05M	0.27%	-3,625	Timeline
JNJJOHNSON & JOHNSON	11,858	$1.92M	0.25%	+419	Timeline
MAMASTERCARD INCORPORATED	3,821	$1.89M	0.25%	-12	Timeline
ALLALLSTATE CORP	9,919	$1.88M	0.25%	0	Timeline
ADBEADOBE INC	3,436	$1.78M	0.23%	+190	Timeline
DELLDELL TECHNOLOGIES INC	14,922	$1.77M	0.23%	+2,843	Timeline
DISDISNEY WALT CO	18,326	$1.76M	0.23%	+365	Timeline
VTIVANGUARD INDEX FDS	6,190	$1.75M	0.23%	+3,098	Timeline
PGPROCTER & GAMBLE CO	10,034	$1.74M	0.23%	+353	Timeline
PWRQUANTA SVCS INC	5,683	$1.69M	0.22%	+1,475	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	37,202	$1.68M	0.22%	-4,930	Timeline
CSMPROSHARES TR	25,714	$1.68M	0.22%	+20,714	Timeline
FDXFEDEX CORP	6,141	$1.68M	0.22%	-103	Timeline
MCDMCDONALDS CORP	5,366	$1.63M	0.21%	+18	Timeline
JAAAJANUS DETROIT STR TR	32,067	$1.63M	0.21%	+3,579	Timeline
IBBISHARES TR	10,706	$1.56M	0.2%	-2,747	Timeline
AMGNAMGEN INC	4,742	$1.53M	0.2%	-19	Timeline
FCXFREEPORT MCMORAN INC	30,214	$1.51M	0.2%	+1,646	Timeline
AMLPALPS ETF TR	31,870	$1.5M	0.2%	+1,282	Timeline
RKTROCKET COS INC	78,207	$1.5M	0.2%	-156	Timeline
CATCATERPILLAR INC	3,793	$1.48M	0.19%	+314	Timeline
IEIISHARES TR	12,370	$1.48M	0.19%	+80	Timeline
IYWISHARES TR	9,651	$1.46M	0.19%	+1	Timeline
NVONOVO-NORDISK A S	11,954	$1.42M	0.19%	+3,227	Timeline
PFFISHARES TR	41,910	$1.39M	0.18%	-220	Timeline
CDZICADIZ INC	455,921	$1.38M	0.18%	+89,234	Timeline
VEAVANGUARD TAX-MANAGED FDS	26,092	$1.38M	0.18%	+845	Timeline
CMFISHARES TR	23,352	$1.36M	0.18%	+493	Timeline
VOOVANGUARD INDEX FDS	2,514	$1.33M	0.17%	+601	Timeline
UNHUNITEDHEALTH GROUP INC	2,265	$1.32M	0.17%	+61	Timeline
IEFAISHARES TR	16,331	$1.27M	0.17%	+1,397	Timeline
LLYELI LILLY & CO	1,425	$1.26M	0.17%	-30	Timeline
JCIJOHNSON CONTROLS INTERNATION	16,225	$1.26M	0.16%	0	Timeline
CHDCHURCH & DWIGHT CO INC	11,648	$1.22M	0.16%	+32	Timeline
CLXCLOROX CO DEL	6,802	$1.11M	0.15%	+8	Timeline
XLKSELECT SECTOR SPDR TR	4,829	$1.09M	0.14%	-210	Timeline
IBITISHARES BITCOIN TRUST ETF	29,975	$1.08M	0.14%	+17,730	Timeline
MOALTRIA GROUP INC	21,191	$1.08M	0.14%	-74	Timeline
IWMISHARES TR	4,799	$1.06M	0.14%	+255	Timeline
AFLAFLAC INC	9,240	$1.03M	0.14%	+39	Timeline
VGTVANGUARD WORLD FD	1,745	$1.02M	0.13%	+305	Timeline
XLESELECT SECTOR SPDR TR	11,637	$1.02M	0.13%	+1,109	Timeline
BONDPIMCO ETF TR	10,520	$995K	0.13%	0	Timeline
AWRAMER STATES WTR CO	11,585	$965K	0.13%	+19	Timeline
USBUS BANCORP	19,896	$910K	0.12%	+102	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	17,850	$901K	0.12%	-10,280	Timeline
LMTLOCKHEED MARTIN CORP	1,461	$854K	0.11%	+500	Timeline
ITOTISHARES TR	6,747	$848K	0.11%	0	Timeline
SCHWCHARLES SCHWAB CORP (THE)	12,974	$841K	0.11%	+254	Timeline
NXSTNEXSTAR MEDIA GROUP INC	5,000	$827K	0.11%	new	Timeline
INTUINTUIT	1,306	$811K	0.11%	+350	Timeline
PMPHILIP MORRIS INTL INC	6,325	$768K	0.1%	+7	Timeline
BILSPDR SERIES TRUST	8,310	$763K	0.1%	-1,130	Timeline
MRVLMARVELL TECHNOLOGY INC	10,377	$748K	0.1%	0	Timeline
DIASTATE STR SPDR DOW JONES IND	1,737	$735K	0.1%	+650	Timeline
GSGOLDMAN SACHS GROUP INC	1,452	$719K	0.09%	-40	Timeline
NKENIKE INC	8,129	$719K	0.09%	-454	Timeline
KOCOCA COLA CO	9,882	$710K	0.09%	-265	Timeline
SHWSHERWIN WILLIAMS CO	1,834	$700K	0.09%	+544	Timeline
VHTVANGUARD WORLD FD	2,434	$687K	0.09%	-90	Timeline
IVWISHARES TR	7,037	$674K	0.09%	0	Timeline
BNDVANGUARD BD INDEX FDS	8,723	$655K	0.09%	+315	Timeline
WFCWELLS FARGO & CO	11,396	$644K	0.08%	0	Timeline
RTXRTX CORPORATION	5,193	$629K	0.08%	+896	Timeline
BSVVANGUARD BD INDEX FDS	7,940	$625K	0.08%	0	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	1,079	$615K	0.08%	+1	Timeline
GEGE AEROSPACE	3,216	$607K	0.08%	+16	Timeline
BMYBRISTOL-MYERS SQUIBB CO	11,472	$594K	0.08%	-603	Timeline
LQDISHARES TR	5,186	$586K	0.08%	+196	Timeline
IYRISHARES TR	5,692	$580K	0.08%	0	Timeline
AXPAMERICAN EXPRESS CO	2,075	$563K	0.07%	0	Timeline
AMDADVANCED MICRO DEVICES INC	3,297	$541K	0.07%	-53	Timeline
HDVISHARES TR	4,585	$539K	0.07%	+1,700	Timeline
LINLINDE PLC	1,119	$534K	0.07%	+450	Timeline
SRESEMPRA	6,338	$530K	0.07%	new	Timeline
ISRGINTUITIVE SURGICAL INC	1,069	$525K	0.07%	-1	Timeline
CARRCARRIER GLOBAL CORPORATION	6,478	$521K	0.07%	-1,074	Timeline
FVFIRST TR EXCHANGE TRADED FD	8,840	$515K	0.07%	0	Timeline
EMBISHARES TR	5,337	$499K	0.07%	0	Timeline
ETNEATON CORP PLC	1,461	$484K	0.06%	+442	Timeline
TIPISHARES TR	4,345	$480K	0.06%	0	Timeline
DVYISHARES TR	3,523	$476K	0.06%	0	Timeline
VTEBVANGUARD MUN BD FDS	9,300	$475K	0.06%	0	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	3,259	$457K	0.06%	0
BXBLACKSTONE INC	2,961	$453K	0.06%	-1,438	Timeline
VZVERIZON COMMUNICATIONS INC	10,026	$450K	0.06%	+615	Timeline
MKCMCCORMICK & CO INC	5,453	$449K	0.06%	+81	Timeline
PEPPEPSICO INC	2,618	$445K	0.06%	+380	Timeline
MGMMGM RESORTS INTERNATIONAL	11,232	$439K	0.06%	-9,500	Timeline
IVEISHARES TR	2,221	$438K	0.06%	0	Timeline
FMBFIRST TR EXCH TRADED FD III	8,344	$434K	0.06%	0	Timeline
IYFISHARES TR	4,124	$429K	0.06%	+195	Timeline
SUBISHARES TR	4,000	$425K	0.06%	0	Timeline
EFAISHARES TR	5,062	$423K	0.06%	0	Timeline
OLEDUNIVERSAL DISPLAY CORP	2,000	$420K	0.05%	0	Timeline
GABGABELLI EQUITY TR INC	75,353	$414K	0.05%	0	Timeline
HYZDWISDOMTREE TR	18,000	$399K	0.05%	0	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	2,287	$397K	0.05%	-504	Timeline
PHPARKER-HANNIFIN CORP	619	$391K	0.05%	-2	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,754	$388K	0.05%	0	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	6,700	$386K	0.05%	+2,600	Timeline
GDXVANECK ETF TRUST	9,613	$383K	0.05%	-71	Timeline
PGRPROGRESSIVE CORP	1,507	$382K	0.05%	0	Timeline
SPLVINVESCO EXCH TRADED FD TR II	5,308	$381K	0.05%	+210	Timeline
TJXTJX COS INC NEW	3,188	$375K	0.05%	+1,250	Timeline
CRMSALESFORCE INC	1,358	$372K	0.05%	+120	Timeline
IJKISHARES TR	3,991	$367K	0.05%	0	Timeline
UPSUNITED PARCEL SVCS INC	2,627	$358K	0.05%	0	Timeline
ITAISHARES TR	2,314	$346K	0.05%	-222	Timeline
HACKAMPLIFY ETF TR	5,025	$343K	0.04%	+535	Timeline
PSXPHILLIPS 66	2,604	$342K	0.04%	-27	Timeline
XLVSELECT SECTOR SPDR TR	2,206	$340K	0.04%	+50	Timeline
ACNACCENTURE PLC IRELAND	948	$335K	0.04%	+65	Timeline
MRSHMARSH & MCLENNAN COS INC	1,467	$327K	0.04%	0	Timeline
NRGNRG ENERGY INC	3,568	$325K	0.04%	-1,025	Timeline
SCHASCHWAB STRATEGIC TR	6,189	$319K	0.04%	+1,268	Timeline
SUSAISHARES TR	2,628	$316K	0.04%	+100	Timeline
ASMLASML HLDG NV	371	$309K	0.04%	+2	Timeline
SCHFSCHWAB STRATEGIC TR	7,514	$309K	0.04%	0	Timeline
REGNREGENERON PHARMACEUTICALS	277	$291K	0.04%	0	Timeline
AEEAMEREN CORP	3,304	$289K	0.04%	0	Timeline
SFSTIFEL FINL CORP	3,058	$287K	0.04%	0	Timeline
MCOMOODYS CORP	600	$285K	0.04%	0	Timeline
CLCOLGATE PALMOLIVE CO	2,730	$283K	0.04%	0	Timeline
QUALISHARES TR	1,578	$283K	0.04%	+205	Timeline
CITHE CIGNA GROUP	812	$281K	0.04%	-10	Timeline
MDLZMONDELEZ INTL INC	3,790	$279K	0.04%	+2	Timeline
COWZPACER FDS TR	4,763	$275K	0.04%	+820	Timeline
TTTRANE TECHNOLOGIES PLC	701	$272K	0.04%	0	Timeline
EEMISHARES TR	5,928	$272K	0.04%	+138	Timeline
NOCNORTHROP GRUMMAN CORP	514	$271K	0.04%	-14	Timeline
SNPSSYNOPSYS INC	534	$270K	0.04%	0	Timeline
SHMSPDR SERIES TRUST	5,500	$265K	0.03%	0	Timeline
HYMBSPDR SERIES TRUST	10,050	$264K	0.03%	0	Timeline
BLOKAMPLIFY ETF TR	7,015	$263K	0.03%	0	Timeline
DEDEERE & CO	623	$260K	0.03%	-2,409	Timeline
DHRDANAHER CORP DEL	933	$259K	0.03%	+110	Timeline
IWFISHARES TR	687	$258K	0.03%	+70	Timeline
SNAPSNAP INC	24,082	$258K	0.03%	+916	Timeline
CSXCSX CORP	7,446	$257K	0.03%	0	Timeline
XLFSELECT SECTOR SPDR TR	5,647	$256K	0.03%	-218	Timeline
ALNYALNYLAM PHARMACEUTICALS INC	924	$254K	0.03%	0	Timeline
XLPSELECT SECTOR SPDR TR	2,999	$249K	0.03%	new	Timeline
MUMICRON TECHNOLOGY INC	2,363	$245K	0.03%	new	Timeline
PRFINVESCO EXCHANGE TRADED FD T	6,000	$244K	0.03%	0	Timeline
SHELSHELL PLC	3,651	$241K	0.03%	0	Timeline
TRVTRAVELERS COMPANIES INC	1,023	$240K	0.03%	0	Timeline
QCOMQUALCOMM INC	1,400	$238K	0.03%	+15	Timeline
URIUNITED RENTALS INC	292	$236K	0.03%	-300	Timeline
TGTTARGET CORP	1,503	$234K	0.03%	new	Timeline
AONAON PLC	676	$234K	0.03%	new	Timeline
MLMMARTIN MARIETTA MATLS INC	425	$229K	0.03%	0	Timeline
AIEQAMPLIFY ETF TR	6,092	$229K	0.03%	0	Timeline
EDCONSOLIDATED EDISON INC	2,186	$228K	0.03%	new	Timeline
SCHPSCHWAB STRATEGIC TR	4,241	$227K	0.03%	-114,399	Timeline
IJJISHARES TR	1,737	$215K	0.03%	new	Timeline
BLACKROCK INCBLACKROCK INC	226	$215K	0.03%	-63
KWKENNEDY-WILSON HOLDINGS INC	19,041	$210K	0.03%	0	Timeline
CMCSACOMCAST CORP NEW	5,035	$210K	0.03%	new	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	2,319	$207K	0.03%	new	Timeline
VCITVANGUARD SCOTTSDALE FDS	2,414	$202K	0.03%	new	Timeline
MLRGISHARES TR	2,536	$201K	0.03%	new	Timeline
SCHDSCHWAB STRATEGIC TR	2,366	$200K	0.03%	new	Timeline
MGNIMAGNITE INC	13,000	$180K	0.02%	0	Timeline
CVBFCVB FINL CORP	10,000	$178K	0.02%	0	Timeline
NOKNOKIA CORP	15,405	$67.3K	0.01%	0	Timeline
EDITEDITAS MEDICINE INC	17,000	$58K	0.01%	0	Timeline
QSQUANTUMSCAPE CORP	10,000	$57.5K	0.01%	0	Timeline
GLYCOMIMETICS INCGLYCOMIMETICS INC	100,000	$16.9K	<0.01%	new

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
JBLJABIL INC	8,414	$915K	shares
APOAPOLLO GLOBAL MGMT INC	2,237	$264K	shares
UBERUBER TECHNOLOGIES INC	3,131	$228K	shares
VRTXVERTEX PHARMACEUTICALS INC	484	$227K	shares
FFORD MTR CO	18,038	$226K	shares
PEVERPURE INC	3,200	$205K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001697715-24-000006	base		2024-10-10	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC