Notify me when HCR Wealth Advisors files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 255 | $1,009,688,680 | +$84,083,168 | -$45,378,716 | +$38,704,452 | AAPL, VUG, VYM, NVDA, VXF | 13F-HR | 26 Jan 2026, 20:42 |
| Q3 2025 | 244 | $965,654,752 | +$36,148,975 | -$7,391,827 | +$28,757,148 | AAPL, VUG, VYM, NVDA, IJR | 13F-HR | 03 Oct 2025, 16:40 |
| Q2 2025 | 237 | $849,696,142 | +$23,633,780 | -$8,815,128 | +$14,818,652 | AAPL, VUG, VYM, NVDA, IJR | 13F-HR | 17 Jul 2025, 16:44 |
| Q1 2025 | 230 | $768,144,135 | +$27,738,025 | -$12,037,251 | +$15,700,774 | AAPL, VYM, VUG, IJR, NVDA | 13F-HR | 21 Apr 2025, 14:29 |
| Q4 2024 | 228 | $798,182,528 | +$33,955,006 | -$12,728,288 | +$21,226,718 | AAPL, VUG, VYM, IJR, NVDA | 13F-HR | 14 Jan 2025, 14:27 |
| Q3 2024 | 229 | $764,157,553 | +$39,385,936 | -$13,232,647 | +$26,153,289 | AAPL, VUG, VYM, IJR, NVDA | 13F-HR | 10 Oct 2024, 16:53 |
| Q2 2024 | 220 | $699,745,742 | +$41,667,536 | -$12,457,340 | +$29,210,196 | AAPL, VUG, VYM, IJR, NVDA | 13F-HR | 06 Aug 2024, 18:42 |
| Q1 2024 | 223 | $659,392,732 | +$22,699,124 | -$29,013,239 | -$6,314,115 | AAPL, VYM, VUG, IJR, NVDA | 13F-HR | 10 May 2024, 13:49 |
| Q4 2023 | 205 | $633,080,445 | +$138,449,243 | -$10,020,386 | +$128,428,857 | AAPL, VYM, VUG, IJR, MSFT | 13F-HR | 09 Feb 2024, 15:04 |
| Q3 2023 | 170 | $456,092,142 | +$11,254,744 | -$68,969,837 | -$57,715,093 | AAPL, VYM, VUG, IJR, MSFT | 13F-HR | 20 Oct 2023, 15:03 |
| Q2 2023 | 179 | $539,956,173 | +$10,483,676 | -$12,646,510 | -$2,162,834 | AAPL, VYM, VUG, IJR, MSFT | 13F-HR | 09 Aug 2023, 18:01 |
| Q1 2023 | 175 | $505,232,142 | +$10,967,174 | -$22,162,502 | -$11,195,328 | AAPL, VYM, VUG, IJR, MSFT | 13F-HR | 12 May 2023, 16:04 |
| Q4 2022 | 178 | $476,486,558 | +$6,009,288 | -$16,170,455 | -$10,161,167 | AAPL, VYM, VUG, IJR, FPE | 13F-HR | 13 Feb 2023, 14:33 |
| Q3 2022 | 168 | $470,614,000 | +$29,429,371 | -$20,579,534 | +$8,849,837 | AAPL, VYM, VUG, IJR, FPE | 13F-HR | 07 Nov 2022, 12:10 |
| Q2 2022 | 177 | $498,182,000 | +$27,169,974 | -$42,209,800 | -$15,039,826 | AAPL, VYM, VUG, IJR, FPE | 13F-HR | 11 Aug 2022, 18:23 |
| Q1 2022 | 187 | $611,818,000 | +$63,180,912 | -$79,054,756 | -$15,873,844 | AAPL, VYM, VUG, IJR, FPE | 13F-HR | 04 May 2022, 19:51 |
| Q4 2021 | 201 | $645,184,000 | +$22,485,451 | -$30,975,032 | -$8,489,581 | AAPL, VYM, VUG, XLE, MSFT | 13F-HR | 04 Feb 2022, 15:36 |
| Q3 2021 | 197 | $599,237,000 | +$30,467,782 | -$10,406,905 | +$20,060,877 | AAPL, VYM, VUG, XLE, FPE | 13F-HR | 01 Nov 2021, 19:51 |
| Q2 2021 | 190 | $576,051,000 | +$46,096,274 | -$11,478,914 | +$34,617,360 | AAPL, VYM, VUG, XLE, FPE | 13F-HR | 21 Jul 2021, 13:12 |
| Q1 2021 | 180 | $505,760,000 | +$89,218,405 | -$73,127,118 | +$16,091,287 | AAPL, VYM, VUG, FPE, BKLN | 13F-HR | 12 May 2021, 18:05 |
| Q4 2020 | 267 | $476,940,000 | +$36,190,384 | -$35,507,056 | +$683,328 | AAPL, VYM, VUG, FPE, MSFT | 13F-HR | 04 Feb 2021, 13:11 |
| Q3 2020 | 240 | $436,415,000 | +$88,138,608 | -$30,482,641 | +$57,655,967 | AAPL, VYM, VUG, FPE, TLT | 13F-HR | 04 Nov 2020, 17:50 |
| Q2 2020 | 246 | $425,970,000 | +$53,393,927 | -$41,816,512 | +$11,577,415 | AAPL, VUG, SH, VYM, TLT | 13F-HR | 29 Jul 2020, 19:32 |
| Q1 2020 | 236 | $348,961,000 | +$26,827,318 | -$35,450,128 | -$8,622,810 | AAPL, TLT, VUG, VYM, MINT | 13F-HR | 08 May 2020, 14:38 |
| Q4 2019 | 234 | $411,092,000 | +$103,885,458 | -$15,569,472 | +$88,315,986 | AAPL, VUG, VYM, TLT, MINT | 13F-HR | 07 Feb 2020, 11:58 |
| Q3 2019 | 146 | $300,338,000 | +$13,513,701 | -$76,871,887 | -$63,358,186 | AAPL, VUG, TLT, MINT, GOOGL | 13F-HR | 06 Nov 2019, 19:28 |
| Q2 2019 | 155 | $351,296,000 | +$50,323,392 | -$20,283,441 | +$30,039,951 | AAPL, VYM, VUG, TLT, MINT | 13F-HR | 24 Jul 2019, 18:17 |
| Q1 2019 | 171 | $289,127,000 | +$63,089,213 | -$91,741,630 | -$28,652,417 | AAPL, TLT, VUG, VYM, MINT | 13F-HR | 09 May 2019, 21:46 |
| Q4 2018 | 158 | $302,856,000 | +$58,238,610 | -$22,281,954 | +$35,956,656 | VUG, VYM, AAPL, FPE, EZM | 13F-HR | 31 Jan 2019, 12:33 |
| Q3 2018 | 155 | $298,658,000 | +$69,718,460 | -$52,526,960 | +$17,191,500 | AAPL, VUG, FPE, EZM, GOOGL | 13F-HR | 08 Nov 2018, 17:35 |
| Q2 2018 | 169 | $298,384,000 | +$13,955,328 | -$30,668,231 | -$16,712,903 | AAPL, VYM, FPF, VUG, GOOGL | 13F-HR | 14 Aug 2018, 16:08 |
| Q1 2018 | 165 | $283,525,000 | +$12,814,760 | -$8,604,262 | +$4,210,498 | VYM, AAPL, FPE, VUG, GOOGL | 13F-HR | 15 May 2018, 16:47 |
| Q4 2017 | 167 | $280,341,000 | +$44,066,602 | -$4,518,691 | +$39,547,911 | VYM, AAPL, FPE, VUG, GOOGL | 13F-HR | 12 Feb 2018, 19:19 |
| Q3 2017 | 161 | $233,656,000 | +$35,424,774 | -$7,296,052 | +$28,128,722 | VYM, AAPL, VUG, GOOGL, PG | 13F-HR | 13 Nov 2017, 07:52 |
| Q2 2017 | 139 | $199,008,000 | +$19,450,060 | -$15,849,296 | +$3,600,764 | VYM, AAPL, TBF, GOOGL, PG | Restatement | 16 Aug 2017, 12:15 |
| Q1 2017 | 151 | $190,239,000 | +$24,859,516 | -$29,865,137 | -$5,005,621 | AAPL, VYM, PG, TBF, JPM | 13F-HR | 11 May 2017, 13:52 |
| Q4 2016 | 150 | $184,692,000 | $0 | $0 | $0 | AAPL, FPE, VYM, PG, JPM | 13F-HR | 14 Feb 2017, 17:05 |