HCR Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR ICE Preferred Securities ETF
PSK
|
+$91.8M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$34.2M |
| 3 |
Apple
AAPL
|
+$15.9M |
| 4 |
First Trust Preferred Securities and Income ETF
FPE
|
+$12.4M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.85M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$3.06M |
| 2 |
Boeing
BA
|
+$2.32M |
| 3 |
Bank of America
BAC
|
+$2.02M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$1.39M |
| 5 |
BP
BP
|
+$832K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.6% |
| 2 | Financials | 6.52% |
| 3 | Communication Services | 6.03% |
| 4 | Consumer Staples | 5.56% |
| 5 | Consumer Discretionary | 4.83% |
Similar funds
HCR Wealth Advisors's Q4 2019 Portfolio in Review
As of Q4 2019, HCR Wealth Advisors held 252 positions worth $412M, up 37% from $301M the previous quarter. Its ten largest holdings account for 56% of the portfolio.
HCR Wealth Advisors deployed $176M of net new capital in Q4 2019, opening 106 new positions and adding to 99 existing holdings. Its largest new stake was State Street SPDR ICE Preferred Securities ETF: 2,093,150 shares worth $11K.
By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 17% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was ProShares Short QQQ, an estimated $375K trimmed.
- HCR Wealth Advisors's largest Q4 2019 buy was State Street SPDR ICE Preferred Securities ETF: 2,093,150 shares worth $11K.
- HCR Wealth Advisors added most to Apple in Q4 2019, an estimated $15.9M increase.
- HCR Wealth Advisors's biggest Q4 2019 reduction was ProShares Short QQQ, cutting an estimated $375K.
- HCR Wealth Advisors fully exited Berkshire Hathaway Class B in Q4 2019, selling an estimated $3.06M.
- HCR Wealth Advisors's ten largest holdings make up 56% of its $412M portfolio in Q4 2019.
- HCR Wealth Advisors opened 106 new positions and closed 16 in Q4 2019.
- HCR Wealth Advisors's portfolio value rose 37% quarter-over-quarter to $412M.
Based on HCR Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.