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HCR WEALTH ADVISORS

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LOS ANGELES CA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance