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| Name: |
HCR Wealth Advisors |
| City: |
Los Angeles |
| State: |
CA |
| Zip: |
90024 |
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data |
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| Holdings
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27 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GBTC |
Grayscale Bitcoin |
65 |
New |
$0.00 |
$1,742,000 |
27,575 |
0.26% |
1,742,000 |
27,575 |
0.005 |
N/A |
|
|
ADBE |
Adobe Systems Inc |
68 |
New |
$483.31 |
$1,622,000 |
3,214 |
0.25% |
1,622,000 |
3,214 |
0.001 |
Application Software |
|
|
JBL |
Jabil Circuit Inc |
86 |
New |
$118.79 |
$1,108,000 |
8,271 |
0.17% |
1,108,000 |
8,271 |
0.006 |
Printed Circuit Boards |
|
|
NVO |
Novo Nordisk A/S (ADR) |
99 |
New |
$135.57 |
$946,000 |
7,369 |
0.14% |
946,000 |
7,369 |
0 |
Drug Manufacturers - ... |
|
|
PWR |
Quanta Services Inc |
101 |
New |
$276.55 |
$913,000 |
3,515 |
0.14% |
913,000 |
3,515 |
0.003 |
General Contractors |
|
|
SH |
ProShares Short S&P500 |
113 |
New |
$11.94 |
$666,000 |
56,195 |
0.1% |
666,000 |
56,195 |
0.046 |
Closed - End Fund - E... |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
134 |
New |
$49.79 |
$471,000 |
9,300 |
0.07% |
471,000 |
9,300 |
0.001 |
N/A |
|
|
XHB |
SPDR S&P Homebuilders |
161 |
New |
$103.88 |
$333,000 |
2,985 |
0.05% |
333,000 |
2,985 |
0.001 |
Closed - End Fund - E... |
|
|
LIN |
Linde Plc |
168 |
New |
$432.30 |
$311,000 |
669 |
0.05% |
311,000 |
669 |
0 |
N/A |
|
|
DELL |
Dell Technologies Inc |
182 |
New |
$153.57 |
$266,000 |
2,330 |
0.04% |
266,000 |
2,330 |
0.001 |
N/A |
|
|
BLK |
BlackRock Inc A |
197 |
New |
$784.55 |
$236,000 |
283 |
0.04% |
236,000 |
283 |
0 |
Investment Brokerage ... |
|
|
TRV |
Travelers Companies Inc |
198 |
New |
$212.24 |
$235,000 |
1,023 |
0.04% |
235,000 |
1,023 |
0 |
Property & Casualty I... |
|
|
CMG |
Chipotle Mexican Grill Inc |
200 |
New |
$3,138.28 |
$230,000 |
79 |
0.03% |
230,000 |
79 |
0 |
Restaurants |
|
|
URI |
United Rentals Inc |
201 |
New |
$666.77 |
$229,000 |
317 |
0.03% |
229,000 |
317 |
0 |
Rental & Leasing Serv... |
|
|
AON |
Aon Plc |
203 |
New |
$279.30 |
$226,000 |
676 |
0.03% |
226,000 |
676 |
0 |
Life & Health Insurance |
|
|
APO |
Apollo Global Management LLC |
207 |
New |
$112.88 |
$218,000 |
1,937 |
0.03% |
218,000 |
1,937 |
0 |
Diversified Investments |
|
|
IBIT |
iShares Bitcoin Trust |
208 |
New |
$38.27 |
$217,000 |
5,370 |
0.03% |
217,000 |
5,370 |
0.06 |
N/A |
|
|
QCOM |
QUALCOMM Inc |
209 |
New |
$201.76 |
$213,000 |
1,259 |
0.03% |
213,000 |
1,259 |
0 |
Communication Equipment |
|
|
XLF |
SPDR Financial Sector |
210 |
New |
$41.36 |
$211,000 |
5,013 |
0.03% |
211,000 |
5,013 |
0 |
Closed - End Fund - E... |
|
|
TT |
Trane Technologies (Ingerso... |
211 |
New |
$332.92 |
$210,000 |
701 |
0.03% |
210,000 |
701 |
0 |
Diversified Machinery |
|
|
IJJ |
iShares S&P MC 400/BARRA VL |
213 |
New |
$114.42 |
$206,000 |
1,737 |
0.03% |
206,000 |
1,737 |
0 |
Closed - End Fund - E... |
|
|
DHR |
Danaher Corp |
212 |
New |
$261.40 |
$206,000 |
823 |
0.03% |
206,000 |
823 |
0.003 |
General Building Mate... |
|
|
VRTX |
Vertex Pharmaceuticals Inc |
214 |
New |
$450.80 |
$202,000 |
484 |
0.03% |
202,000 |
484 |
0 |
Drug Manufacturers - ... |
|
|
QS |
Quantumscape Ord Shs Class A |
219 |
New |
$5.53 |
$63,000 |
10,000 |
0.01% |
63,000 |
10,000 |
0.005 |
N/A |
|
|
CXAI |
CXApp Inc |
221 |
New |
$3.30 |
$25,000 |
10,000 |
0% |
25,000 |
10,000 |
0.037 |
N/A |
|
|
TNXP |
Tonix Pharmaceuticals Holdi... |
222 |
New |
$0.17 |
$19,000 |
100,000 |
0% |
19,000 |
100,000 |
0.155 |
N/A |
|
|
HSCS |
Heart Test Laboratories, Inc. |
223 |
New |
$0.00 |
$12,000 |
100,000 |
0% |
12,000 |
100,000 |
1.218 |
N/A |
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