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 2024-10-21). Their last reported 13F filing for Q3 2024 included $764,157,553 in managed 13F securities
and a top 10 holdings concentration of 57.07%. HCR Wealth Advisors's largest holding is Apple Inc with shares held of 530,528. Whalewisdom has at least 33 13F filings
Business Description
The advisory business entails providing investment recommendations to clients. These recommendations are not limited to specific products or services offered by a broker-dealer or insurance company. Instead, they cover a wide range of securities, including exchange-listed securities, over-the-counter securities, foreign issuers, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, variable life insurance, variable annuities, mutual fund shares, United States governmental securities, interests in partnerships investing in real estate, and structured notes.
To ensure suitability, the advisory business collects and maintains accurate, complete, and relevant client background information, including their financial goals, objectives, and risk tolerance. Account supervision is guided by the client's stated objectives and tax considerations. The business also abides by any restrictions agreed upon with clients, such as limitations on securities or types of securities.
Investment Strategy
The document describes the use of charting as a technical analysis method to identify market trends and predict their duration and reversal points. However, it does not provide a comprehensive overview of all investment strategies employed by the firm.
The document briefly mentions that the firm may recommend trading (securities sold within 30 days), margin transactions, or covered call option writing when appropriate to the client's needs and risk tolerance. These strategies involve varying levels of risk and are only recommended when aligned with the client's stated risk tolerance.
Owners
- HELLER, GREGORY, SANDOR - PRESIDENT
- NELSON, HAYLEY, NICOLE - CHIEF COMPLIANCE OFFICER
- WEINBERGER, STEVEN, JEFF - SENIOR MANAGING DIRECTOR 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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2024-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| IEMG iShares Core MSCI Em | 1.33% |
| BINC BlackRock Flexible I | 0.57% |
| AAPL Apple Inc | 0.29% |
| CSM ProShares Large Cap | 0.18% |
| VTI Vanguard Total Stock | 0.11% |
2024-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| SCHP Schwab U.S. TIPS ETF | 0.85% |
| GOOGL Alphabet Inc. Class | 0.44% |
| JBL Jabil Inc | 0.13% |
| DE Deere & Co | 0.13% |
| GOOG Alphabet Inc. Class | 0.11% |
2024-09-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| AAPL Apple Inc | 16.18% |
| VUG Vanguard Growth ETF | 9.7% |
| VYM VANGUARD HIGH DIVIDE | 9.38% |
| IJR iShares Core S&P Sma | 5.63% |
| NVDA NVIDIA Corp | 4.21% |
2024-09-30
13F Activity
| Market Value | $0.76b, Prior: $0.70b |
| Inflows (Outflows) as % of Total MV | +3.2454% |
| New Purchases | 15 stocks |
| Added To | 111 stocks |
| Sold out of | 6 stocks |
| Reduced holdings in | 49 stocks |
| Top 10 Holdings % | 57.07% |
| Turnover %[1] | 8.94% |
| Turnover Alt %[2] | 1.67% |
| Time Held Top 20 | 12.5 quarters |
| Time Held Top 10 | 15.2 quarters |
| Time Held All | 15.86 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.
2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30