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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
42
6
2
2
4
1
34
7
4
HCR WEALTH ADVISORS

Time Period2018-12-31

Total Holdings160

Total Value ($x1000)309,542
Activities
New20

Increased44

Unchanged26

Decreased70

Sold Out16

Top 10 Stock Holdingstotal 52.59%
VUG12.07

VYM11.57

AAPL9.56

FPE7.22

EZM3.99

 
GOOGL1.92

V1.74

JPM1.55

MSFT1.5

PG1.47

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VUG
12.07%
GROWTH ETF
VYM
11.57%
HIGH DIV YLD
AAPL
9.56%
COM
FPE
7.22%
PFD SECS INC ETF
EZM
3.99%
MDCP EARN FUND
GOOGL
1.92%
CAP STK CL A
V
1.74%
COM CL A
JPM
1.55%
COM
MSFT
1.5%
COM
PG
1.47%
COM
SBUX
1.24%
COM
CVX
1.18%
COM
TLT
1.14%
20+ YR TR BD ETF
FB
1.1%
CL A
SH
1.06%
SHORT S&P 500 NE
BRK.B
1%
CL B NEW
AWK
0.99%
COM
DIS
0.96%
COM DISNEY
AMJ
0.92%
ALERIAN ML ETN
XOM
0.9%
COM
AMZN
0.87%
COM
FPF
0.85%
COM
PFF
0.81%
U.S. PFD STK ETF
SCHG
0.72%
US LCAP GR ETF
COST
0.71%
COM
BMY
0.71%
COM
XLU
0.69%
SBI INT-UTILS
GOOG
0.68%
CAP STK CL C
COP
0.63%
COM
CME
0.62%
COM
WFC
0.6%
COM
O
0.6%
COM
BA
0.59%
COM
CLX
0.58%
COM
JNJ
0.57%
COM
TMO
0.57%
COM
BAC
0.57%
COM
SCI
0.56%
COM
MRK
0.54%
COM
HON
0.53%
COM
MINT
0.52%
ENHAN SHRT MAT
INTC
0.5%
COM
UNH
0.5%
COM
AWR
0.48%
COM
MS
0.47%
COM NEW
MMM
0.47%
COM
SCHW
0.47%
COM
HD
0.46%
COM
ECL
0.45%
COM
KIE
0.44%
S&P INS ETF
KRE
0.43%
S&P REGL BKG
USB
0.42%
COM NEW
MO
0.42%
COM
AIEQ
0.41%
AI POWERED EQT
ICE
0.4%
COM
FDX
0.38%
COM
NKE
0.38%
CL B
PANW
0.37%
COM
ITA
0.36%
U.S. AER&DEF ETF
SPY
0.36%
TR UNIT
AMGN
0.34%
COM
CMF
0.34%
CALI AMT-FRE ETF
ALL
0.34%
COM
C
0.34%
COM NEW
WMT
0.33%
COM
IYR
0.33%
U.S. REAL ES ETF
STZ
0.32%
CL A
GLD
0.32%
GOLD SHS
IEF
0.32%
7-10 Y TR BD ETF
MCD
0.31%
COM
IYW
0.3%
U.S. TECH ETF
NFLX
0.29%
COM
BP
0.29%
SPONSORED ADR
CTSH
0.28%
CL A
HDV
0.27%
HIGH DIVIDND ETF
CHD
0.26%
COM
PFE
0.26%
COM
BABA
0.25%
SPONSORED ADS
T
0.25%
COM
VZ
0.25%
COM
XLF
0.23%
SBI INT-FINL
DSL
0.23%
COM
ZTS
0.22%
CL A
EPAM
0.22%
COM
FV
0.22%
DORSEY WRT 5 ETF
HDGE
0.2%
RANGER EQUITY BE
IBB
0.2%
NASDQ BIOTEC ETF
IWF
0.2%
RUS 1000 GRW ETF
EMR
0.19%
COM
CELG
0.19%
COM
IHF
0.19%
US HLTHCR PR ETF
BOND
0.19%
TOTL RETN ETF
AEE
0.18%
COM
UTX
0.17%
COM
JCI
0.17%
SHS
IMPV
0.17%
COM
CAT
0.17%
COM
URI
0.17%
COM
LQD
0.16%
IBOXX INV CP ETF
XOP
0.15%
S&P OILGAS EXP
MGM
0.15%
COM
DVY
0.15%
SELECT DIVID ETF
FTCS
0.14%
CAP STRENGTH ETF
ORCL
0.14%
COM
PEP
0.14%
COM
NVDA
0.14%
COM
TSLA
0.14%
COM
HYZD
0.13%
BOFA MERLYN ZE
BLL
0.13%
COM
MEOH
0.13%
COM
ANGL
0.13%
FALLEN ANGEL HG
CMG
0.13%
COM
PM
0.13%
COM
BAX
0.13%
COM
EOG
0.13%
COM
IBM
0.12%
COM
SRE
0.12%
COM
ITOT
0.12%
CORE S&P TTL STK
ULTA
0.12%
COM
CRM
0.11%
COM
ALV
0.11%
COM
WLK
0.11%
COM
BTI
0.11%
SPONSORED ADR
XLV
0.1%
SBI HEALTHCARE
KO
0.1%
COM
IYT
0.1%
TRANS AVG ETF
IYF
0.1%
U.S. FINLS ETF
HYMB
0.1%
NUV HGHYLD MUN
ABBV
0.1%
COM
TTWO
0.09%
COM
KW
0.09%
COM
ISRG
0.09%
COM NEW
MKC
0.08%
COM NON VTG
IWD
0.08%
RUS 1000 VAL ETF
SLB
0.08%
COM
CVS
0.08%
COM
PCQ
0.08%
COM
VGR
0.07%
COM
NOC
0.07%
COM
PSX
0.07%
COM
MA
0.07%
CL A
GIS
0.07%
COM
ED
0.07%
COM
PYPL
0.07%
COM
GE
0.07%
COM
AXP
0.07%
COM
ATVI
0.07%
COM
HBAN
0.07%
COM
CSX
0.07%
COM
RDS/B
0.06%
SPON ADR B
NOK
0.06%
SPONSORED ADR
KEY
0.05%
COM
F
0.04%
COM PAR $0.01
NCA
0.03%
COM
NG
0.03%
COM NEW
PPR
0.02%
SH BEN INT
SIRI
0.02%
COM
PSK
< 0.01%
WELLS FG PFD ETF
GSV
< 0.01%
COM
NGD
< 0.01%
COM
TBF
1.96%
SHRT 20+YR TRE
CTL
1.22%
COM
BCS/PD
0.46%
ADR PFD SR 5
MYC
0.22%
COM
IWM
0.13%
RUSSELL 2000 ETF
XLB
0.09%
SBI MATERIALS
XLE
0.09%
SBI INT-ENERGY
CSCO
0.08%
COM
LUV
0.08%
COM
GS
0.08%
COM
LARE
0.08%
TIERRA XP LATIN
GD
0.07%
COM
DTN
0.07%
DIV EX-FINL FD
IYZ
0.07%
U.S. TELECOM ETF
RTN
0.07%
COM NEW
OLED
0.07%
COM