Equal-WT
WhaleScore 2.0
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HCR Wealth Advisors is based out of Los Angeles. HCR Wealth Advisors is a large advisory firm with 955 clients and discretionary assets under management (AUM) of $1,504,064,085 (Form ADV from 2025-02-17). Their last reported 13F filing for Q4 2024 included $798,182,528 in managed 13F securities
and a top 10 holdings concentration of 57.88%. HCR Wealth Advisors's largest holding is Apple Inc with shares held of 529,758. Whalewisdom has at least 34 13F filings
Business Description
The firm's management personnel are agents for various insurance companies and licensed as registered representatives of a broker-dealer and/or licensed as insurance agents or brokers. They can receive commissions from implementing product transactions or investment recommendations for advisory clients, which presents a conflict of interest. However, clients are not obligated to engage these individuals for implementation, and the decision to implement recommendations rests solely with the client. The firm discloses all material conflicts of interest and ensures clients are aware they are not required to purchase recommended products from employees or affiliated companies.
The firm manages advisory accounts on a discretionary basis, guided by the client's objectives and tax considerations. They may agree to certain restrictions on securities. Recommendations are not limited to specific products and can include a variety of securities such as exchange-listed securities, over-the-counter securities, foreign issuers, warrants, corporate debt, commercial paper, certificates of deposit, municipal securities, variable life insurance, variable annuities, mutual fund shares, U.S. governmental securities, interests in partnerships investing in real estate, structured notes and alternatives.
Owners
- HELLER, GREGORY, SANDOR - PRESIDENT
- NELSON, HAYLEY, NICOLE - CHIEF COMPLIANCE OFFICER
- WEINBERGER, STEVEN, JEFF - SENIOR MANAGING DIRECTOR
- KAHN, JORDAN, LINDSAY - CHIEF INVESTMENT OFFICER
- Furnari, Lynda, B - CHIEF OPERATIONS OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| VUG VANGUARD GROWTH INDE | 0.63% |
| VOO Vanguard S&P 500 ETF | 0.32% |
| NVDA NVIDIA Corp | 0.32% |
| TDG Transdigm Group Inco | 0.3% |
| GOOGL Alphabet Inc. Class | 0.2% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| AME Ametek Inc | 0.39% |
| FPE First Trust Preferre | 0.2% |
| MSFT Microsoft Corporatio | 0.19% |
| TLT iShares 20+ Year Tre | 0.16% |
| IBB iShares Nasdaq Biote | 0.15% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| AAPL Apple Inc | 16.62% |
| VUG VANGUARD GROWTH INDE | 10.33% |
| VYM VANGUARD HIGH DIVIDE | 9.34% |
| IJR iShares Core S&P Sma | 5.54% |
| NVDA NVIDIA Corp | 4.52% |
2024-12-31
13F Activity
| Market Value | $0.80b, Prior: $0.76b |
| Inflows (Outflows) as % of Total MV | +1.3343% |
| New Purchases | 11 stocks |
| Added To | 93 stocks |
| Sold out of | 12 stocks |
| Reduced holdings in | 78 stocks |
| Top 10 Holdings % | 57.88% |
| Turnover %[1] | 9.58% |
| Turnover Alt %[2] | 3.11% |
| Time Held Top 20 | 13.15 quarters |
| Time Held Top 10 | 16.2 quarters |
| Time Held All | 16.75 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31