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 900 clients and discretionary assets under management (AUM) of $1,374,499,224 (Form ADV from 2024-01-29). Their last reported 13F filing for Q4 2023 included $633,080,445 in managed 13F securities
and a top 10 holdings concentration of 57.77%. HCR Wealth Advisors's largest holding is Apple Inc with shares held of 544,199. Whalewisdom has at least 30 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
AME Ametek Inc. | 3.09% |
IJR iShares Core S&P Sma | 0.65% |
VUG VANGUARD GROWTH INDE | 0.58% |
IVV iShares Core S&P 500 | 0.3% |
VEA VANGUARD DEVELOPED M | 0.21% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
TLT iShares 20+ Year Tre | 0.4% |
PRU Prudential Financial | 0.37% |
SCI Service Corp. Intern | 0.32% |
MOS Mosaic Company (The) | 0.32% |
PSA Public Storage, Inc. | 0.21% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 16.55% |
VYM VANGUARD HIGH DIVIDE | 9.82% |
VUG VANGUARD GROWTH INDE | 9.6% |
IJR iShares Core S&P Sma | 6.44% |
MSFT Microsoft Corp. | 3.44% |
2023-12-31
13F Activity
Market Value | $0.63b, Prior: $456m |
New Purchases | 47 stocks |
Added To | 129 stocks |
Sold out of | 12 stocks |
Reduced holdings in | 19 stocks |
Top 10 Holdings % | 57.77% |
Turnover %[1] | 28.78% |
Turnover Alt %[2] | 1.56% |
Time Held Top 20 | 10.4 quarters |
Time Held Top 10 | 12.5 quarters |
Time Held All | 15.3 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.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31