Holdings Channel
Size ($ in 1000's)
At 03/31/2018: $288,349
At 12/31/2017: $286,287

HCR Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from HCR Wealth Advisors 13F filings. Link to 13F filings: SEC filings

HCR Wealth Advisors Top Holdings
As of  03/31/2018

   EntityAmountChange
 12/31/2017 to 03/31/2018
Position Size
($ in 1000's)
VANGUARD WHITEHALL FDS INC (VYM) 426,755 +15,510 $35,203
     VYM426,755+15,510$35,203
APPLE INC 186,403 -797 $31,275
     AAPL186,403-797$31,275
FIRST TR EXCHANGE TRADED FD (FPE) 1,314,279 +35,898 $25,576
     FPE1,314,279+35,898$25,576
VANGUARD INDEX FDS (VUG) 84,415 +8,421 $11,977
     VUG84,415+8,421$11,977
ALPHABET INC 5,228 +55 $5,422
     GOOGL5,228+55$5,422
PROSHARES TR (TBF) 230,610 +34,750 $5,235
     TBF230,610+34,750$5,235
JPMORGAN CHASE & CO 46,748 +94 $5,141
     JPM46,748+94$5,141
VISA INC 39,771 -440 $4,757
     V39,771-440$4,757
CHEVRON CORP NEW 36,683 -16 $4,183
     CVX36,683-16$4,183
FACEBOOK INC 25,634 -859 $4,096
     FB25,634-859$4,096
MICROSOFT CORP 44,737 +22 $4,083
     MSFT44,737+22$4,083
PROCTER AND GAMBLE CO 50,005 +91 $3,964
     PG50,005+91$3,964
ISHARES TR (PFF) 98,615 -609 $3,633
     PFF98,615-609$3,633
STARBUCKS CORP 58,760 -1,329 $3,402
     SBUX58,760-1,329$3,402
JPMORGAN CHASE & CO 139,005 +1,636 $3,336
     AMJ139,005+1,636$3,336
EXXON MOBIL CORP 42,407 +1,953 $3,164
     XOM42,407+1,953$3,164
CENTURYLINK INC 187,933 +1,330 $3,088
     CTL187,933+1,330$3,088
BERKSHIRE HATHAWAY INC DEL      $3,023
     BRK.B15,154+8$3,023
AMERICAN WTR WKS CO INC NEW 32,597 -1,932 $2,677
     AWK32,597-1,932$2,677
FIRST TR INTER DUR PFD & IN (FPF) 17,049 -590 $2,640
     FPF17,049-590$2,640
DISNEY WALT CO 26,249 +261 $2,636
     DIS26,249+261$2,636
WELLS FARGO CO NEW 49,901 -206 $2,615
     WFC49,901-206$2,615
POWERSHARES QQQ TRUST (QQQ) 15,863 +7 $2,540
     QQQ15,863+7$2,540
AMAZON COM INC 1,637 -122 $2,369
     AMZN1,637-122$2,369
SPDR SERIES TRUST (KRE) 36,330 -175 $2,194
     KRE36,330-175$2,194
BANK AMER CORP 72,166 -199 $2,150
     BAC72,166-199$2,150
ALPHABET INC 2,044 +8 $2,109
     GOOG2,044+8$2,109
POWERSHARES ETF TRUST II (BKLN) 85,034 +9,531 $1,967
     BKLN85,034+9,531$1,967
COSTCO WHSL CORP NEW 10,275 +160 $1,936
     COST10,275+160$1,936
CONOCOPHILLIPS 31,847 +1,700 $1,888
     COP31,847+1,700$1,888
SELECT SECTOR SPDR TR (XLU) 36,123 -1,025 $1,825
     XLU36,123-1,025$1,825
JOHNSON & JOHNSON 14,203 -353 $1,820
     JNJ14,203-353$1,820
INTEL CORP 34,778 +22,727 $1,811
     INTC34,778+22,727$1,811
SCHWAB CHARLES CORP NEW 34,399 -1,045 $1,796
     SCHW34,399-1,045$1,796
MORGAN STANLEY 32,515 -34 $1,755
     MS32,515-34$1,755
ALIBABA GROUP HLDG LTD 9,494 +350 $1,743
     BABA9,494+350$1,743
ALTRIA GROUP INC 27,067 -2,555 $1,687
     MO27,067-2,555$1,687
EMERSON ELEC CO 24,190 +351 $1,645
     EMR24,190+351$1,645
WESTLAKE CHEM CORP 14,447 -767 $1,606
     WLK14,447-767$1,606
CLOROX CO DEL 11,964 -398 $1,592
     CLX11,964-398$1,592
FEDEX CORP 6,592 +300 $1,583
     FDX6,592+300$1,583
REALTY INCOME CORP 30,580 -4,203 $1,582
     O30,580-4,203$1,582
SPDR SERIES TRUST (KIE) 50,218 +50 $1,558
     KIE50,218+50$1,558
3M CO 6,960 +912 $1,528
     MMM6,960+912$1,528
CITIGROUP INC 22,449 +1,062 $1,515
     C22,449+1,062$1,515
HONEYWELL INTL INC 10,438 +208 $1,508
     HON10,438+208$1,508
SERVICE CORP INTL 38,280 +2,999 $1,445
     SCI38,280+2,999$1,445
THERMO FISHER SCIENTIFIC INC 6,950 +1,904 $1,419
     TMO6,950+1,904$1,419
BOEING CO 4,276 +2,593 $1,403
     BA4,276+2,593$1,403
PIMCO ETF TR (MINT) 13,460 -2,325 $1,367
     MINT13,460-2,325$1,367

See Full List: All Stocks Held By HCR Wealth Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By HCR Wealth Advisors

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