HCR Wealth Advisors

13F Filings History

Latest 13F report
Q3 2024 - Oct 10, 2024
Value $
$764M
Signature - Title
Steve Weinberger - Senior Managing Director
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by HCR Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HCR Wealth Advisors reported 229 stock holdings with total value $764M as of Q3 2024. Top holdings included AAPL, VUG, VYM, IJR, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 229 $764M +$39.4M -$13.2M +$26.2M AAPL, VUG, VYM, IJR, NVDA 13F-HR 10/10/2024, 04:53 PM
Q2 2024 220 $700M +$41.7M -$12.5M +$29.2M AAPL, VUG, VYM, IJR, NVDA 13F-HR 8/6/2024, 06:42 PM
Q1 2024 223 $659M +$22.7M -$29M -$6.31M AAPL, VYM, VUG, IJR, NVDA 13F-HR 5/10/2024, 01:49 PM
Q4 2023 205 $633M +$138M -$10M +$128M AAPL, VYM, VUG, IJR, MSFT 13F-HR 2/9/2024, 03:04 PM
Q3 2023 170 $456M +$11.3M -$69M -$57.7M AAPL, VYM, VUG, IJR, MSFT 13F-HR 10/20/2023, 03:03 PM
Q2 2023 179 $540M +$10.5M -$12.6M -$2.16M AAPL, VYM, VUG, IJR, MSFT 13F-HR 8/9/2023, 06:01 PM
Q1 2023 175 $505M +$11M -$22.2M -$11.2M AAPL, VYM, VUG, IJR, MSFT 13F-HR 5/12/2023, 04:04 PM
Q4 2022 178 $476M +$6.01M -$16.2M -$10.2M AAPL, VYM, VUG, IJR, FPE 13F-HR 2/13/2023, 02:33 PM
Q3 2022 168 $471M +$29.4M -$20.6M +$8.85M AAPL, VYM, VUG, IJR, FPE 13F-HR 11/7/2022, 12:10 PM
Q2 2022 177 $498M +$27.2M -$42.2M -$15M AAPL, VYM, VUG, IJR, FPE 13F-HR 8/11/2022, 06:23 PM
Q1 2022 187 $612M +$63.2M -$79.1M -$15.9M AAPL, VYM, VUG, IJR, FPE 13F-HR 5/4/2022, 07:51 PM
Q4 2021 201 $645M +$22.5M -$31M -$8.49M AAPL, VYM, VUG, XLE, MSFT 13F-HR 2/4/2022, 03:36 PM
Q3 2021 197 $599M +$30.5M -$10.4M +$20.1M AAPL, VYM, VUG, XLE, FPE 13F-HR 11/1/2021, 07:51 PM
Q2 2021 190 $576M +$46.1M -$11.5M +$34.6M AAPL, VYM, VUG, XLE, FPE 13F-HR 7/21/2021, 01:12 PM
Q1 2021 180 $506M +$89.2M -$73.1M +$16.1M AAPL, VYM, VUG, FPE, BKLN 13F-HR 5/12/2021, 06:05 PM
Q4 2020 267 $477M +$36.2M -$35.5M +$683K AAPL, VYM, VUG, FPE, MSFT 13F-HR 2/4/2021, 01:11 PM
Q3 2020 240 $436M +$88.1M -$30.5M +$57.7M AAPL, VYM, VUG, FPE, TLT 13F-HR 11/4/2020, 05:50 PM
Q2 2020 246 $426M +$53.4M -$41.8M +$11.6M AAPL, VUG, SH, VYM, TLT 13F-HR 7/29/2020, 07:32 PM
Q1 2020 236 $349M +$26.8M -$35.5M -$8.62M AAPL, TLT, VUG, VYM, MINT 13F-HR 5/8/2020, 02:38 PM
Q4 2019 234 $411M +$104M -$15.6M +$88.3M AAPL, VUG, VYM, TLT, MINT 13F-HR 2/7/2020, 11:58 AM
Q3 2019 146 $300M +$13.5M -$76.9M -$63.4M AAPL, VUG, TLT, MINT, GOOGL 13F-HR 11/6/2019, 07:28 PM
Q2 2019 155 $351M +$50.3M -$20.3M +$30M AAPL, VYM, VUG, TLT, MINT 13F-HR 7/24/2019, 06:17 PM
Q1 2019 171 $289M +$63.1M -$91.7M -$28.7M AAPL, TLT, VUG, VYM, MINT 13F-HR 5/9/2019, 09:46 PM
Q4 2018 158 $303M +$58.2M -$22.3M +$36M VUG, VYM, AAPL, FPE, EZM 13F-HR 1/31/2019, 12:33 PM
Q3 2018 155 $299M +$69.7M -$52.5M +$17.2M AAPL, VUG, FPE, EZM, GOOGL 13F-HR 11/8/2018, 05:35 PM
Q2 2018 169 $298M +$14M -$30.7M -$16.7M AAPL, VYM, FPF, VUG, GOOGL 13F-HR 8/14/2018, 04:08 PM
Q1 2018 165 $284M +$12.8M -$8.6M +$4.21M VYM, AAPL, FPE, VUG, GOOGL 13F-HR 5/15/2018, 04:47 PM
Q4 2017 167 $280M +$44.1M -$4.52M +$39.5M VYM, AAPL, FPE, VUG, GOOGL 13F-HR 2/12/2018, 07:19 PM
Q3 2017 161 $234M +$35.4M -$7.3M +$28.1M VYM, AAPL, VUG, GOOGL, PG 13F-HR 11/13/2017, 07:52 AM
Q2 2017 139 $199M +$19.5M -$15.8M +$3.6M VYM, AAPL, TBF, GOOGL, PG Restatement 8/16/2017, 12:15 PM
Q1 2017 151 $190M +$24.9M -$29.9M -$5.01M AAPL, VYM, PG, TBF, JPM 13F-HR 5/11/2017, 01:52 PM
Q4 2016 150 $185M $0 $0 AAPL, FPE, VYM, PG, JPM 13F-HR 2/14/2017, 05:05 PM