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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
41
5
2
1
3
1
34
7
4
HCR WEALTH ADVISORS

Time Period2019-06-30

Total Holdings154

Total Value ($x1000)351,663
Activities
New17

Increased56

Unchanged17

Decreased64

Sold Out39

Top 10 Stock Holdingstotal 53.93%
AAPL13.44

VYM9.21

VUG9.08

TLT7.07

MINT5.09

 
SH2.52

MSFT2.26

V1.94

GOOGL1.75

PG1.57

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
13.44%
COM
VYM
9.21%
HIGH DIV YLD
VUG
9.08%
GROWTH ETF
TLT
7.07%
20+ YR TR BD ETF
MINT
5.09%
ENHAN SHRT MAT
SH
2.52%
SHORT S&P 500 NE
MSFT
2.26%
COM
V
1.94%
COM CL A
GOOGL
1.75%
CAP STK CL A
PG
1.57%
COM
JPM
1.52%
COM
SBUX
1.37%
COM
FB
1.31%
CL A
DIS
1.16%
COM DISNEY
CVX
1.13%
COM
AMZN
1.13%
COM
PFF
1.09%
U.S. PFD STK ETF
AWK
1.05%
COM
AMJ
1.01%
ALERIAN ML ETN
BRK.B
0.96%
CL B NEW
XOM
0.95%
COM
NEE
0.94%
COM
COST
0.88%
COM
XLU
0.75%
SBI INT-UTILS
IEF
0.72%
7-10 Y TR BD ETF
JNJ
0.7%
COM
PSQ
0.67%
SHORT QQQ NEW
BAC
0.66%
COM
BA
0.63%
COM
TMO
0.63%
COM
INTC
0.61%
COM
SCI
0.59%
COM
MRK
0.58%
COM
O
0.55%
COM
HON
0.55%
COM
GOOG
0.55%
CAP STK CL C
UNH
0.53%
COM
SPY
0.53%
TR UNIT
CME
0.51%
COM
COP
0.51%
COM
CLX
0.51%
COM
HD
0.46%
COM
AWR
0.46%
COM
NFLX
0.43%
COM
IYR
0.42%
U.S. REAL ES ETF
FPE
0.42%
PFD SECS INC ETF
ECL
0.4%
COM
T
0.4%
COM
KIE
0.4%
S&P INS ETF
COR
0.4%
COM
MCD
0.38%
COM
ALL
0.37%
COM
ICE
0.36%
COM
WMT
0.35%
COM
GLD
0.35%
GOLD SHS
PANW
0.35%
COM
NKE
0.33%
CL B
STZ
0.32%
CL A
BMY
0.32%
COM
AMGN
0.31%
COM
MMM
0.31%
COM
DVY
0.31%
SELECT DIVID ETF
MO
0.3%
COM
KRNT
0.3%
SHS
BP
0.29%
SPONSORED ADR
VZ
0.29%
COM
CMF
0.28%
CALI AMT-FRE ETF
BABA
0.28%
SPONSORED ADS
DIA
0.27%
UT SER 1
AIEQ
0.27%
AI POWERED EQT
MS
0.27%
COM NEW
PFE
0.26%
COM
QCOM
0.26%
COM
C
0.26%
COM NEW
ZTS
0.26%
CL A
CHD
0.26%
COM
ORCL
0.26%
COM
IYW
0.25%
U.S. TECH ETF
FV
0.24%
DORSEY WRT 5 ETF
USB
0.23%
COM NEW
WFC
0.22%
COM
IBM
0.22%
COM
JCI
0.21%
SHS
MYC
0.21%
COM
CAT
0.19%
COM
HDV
0.18%
HIGH DIVIDND ETF
URI
0.18%
COM
BOND
0.17%
TOTL RETN ETF
IWD
0.17%
RUS 1000 VAL ETF
ITA
0.17%
U.S. AER&DEF ETF
ULTA
0.16%
COM
PEP
0.16%
COM
HDGE
0.16%
RANGER EQUITY BE
LQD
0.16%
IBOXX INV CP ETF
DSL
0.16%
COM
MGM
0.15%
COM
ITOT
0.15%
CORE S&P TTL STK
BAX
0.15%
COM
SNAP
0.14%
CL A
SRE
0.13%
COM
SCHW
0.13%
COM
BLL
0.13%
COM
IYH
0.13%
US HLTHCARE ETF
NVDA
0.13%
COM
ANGL
0.13%
FALLEN ANGEL HG
UTX
0.12%
COM
HYZD
0.12%
BOFA MERLYN ZE
AEE
0.12%
COM
CTSH
0.12%
CL A
PM
0.12%
COM
MA
0.12%
CL A
EPAM
0.12%
COM
DTN
0.11%
DIV EX-FINL FD
NCA
0.11%
COM
CRM
0.11%
COM
KO
0.1%
COM
PCQ
0.1%
COM
ALV
0.1%
COM
OLED
0.1%
COM
KW
0.1%
COM
AXP
0.1%
COM
PYPL
0.09%
COM
EOG
0.09%
COM
XLV
0.09%
SBI HEALTHCARE
XLF
0.09%
SBI INT-FINL
TSLA
0.09%
COM
GE
0.09%
COM
HYMB
0.09%
NUV HGHYLD MUN
TTWO
0.08%
COM
ISRG
0.08%
COM NEW
MKC
0.08%
COM NON VTG
PPR
0.08%
SH BEN INT
BTI
0.08%
SPONSORED ADR
ED
0.08%
COM
ANTM
0.08%
COM
NOC
0.07%
COM
DFS
0.07%
COM
XLE
0.07%
SBI INT-ENERGY
SLB
0.07%
COM
TIP
0.07%
TIPS BD ETF
IWM
0.07%
RUSSELL 2000 ETF
RDS/B
0.06%
SPON ADR B
LARE
0.06%
TIERRA XP LATIN
IDXX
0.06%
COM
D
0.06%
COM
BLK
0.06%
COM
AFL
0.06%
COM
IYF
0.06%
U.S. FINLS ETF
CSCO
0.06%
COM
VGR
0.06%
COM
KEY
0.05%
COM
SIRI
0.02%
COM
NOK
0.02%
SPONSORED ADR
PSK
< 0.01%
WELLS FG PFD ETF
M
4.99%
COM
FPF
0.88%
COM
SCHG
0.78%
US LCAP GR ETF
VGSH
0.78%
SHTRM GVT BD ETF
PNR
0.54%
SHS
CELG
0.33%
COM
ADM
0.22%
COM
AYX
0.19%
CL A
WAB
0.16%
COM
BDX
0.15%
COM
IHF
0.14%
US HLTHCR PR ETF
AFB
0.12%
COM
FDX
0.12%
COM
NVT
0.12%
SHS
CVA
0.12%
COM
AIG
0.11%
COM NEW
SLV
0.11%
ISHARES
CLS
0.1%
SUB VTG SHS
WRK
0.1%
COM
TECK
0.08%
CL B
DDD
0.08%
COM NEW
IJR
0.08%
CORE S&P SCP ETF
MGA
0.08%
COM
IWN
0.08%
RUS 2000 VAL ETF
HCC
0.06%
COM
SAFM
0.06%
COM
UNP
0.06%
COM
CVS
0.06%
COM
PZZA
0.06%
COM
EA
0.06%
COM
GD
0.06%
COM
PSEC
0.01%
COM
AVEO
0.01%
COM
REZI
< 0.01%
COM
CRY
< 0.01%
COM
JQC
< 0.01%
COM SHS
NGD
< 0.01%
COM
GSKY
< 0.01%
CL A
ABT
< 0.01%
COM