HCR Wealth Advisors has about 44.9% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 44.9 |
Technology | 26.8 |
Industrials | 5.1 |
Financial Services | 5.1 |
Communication Services | 4.7 |
Consumer Cyclical | 4.3 |
Healthcare | 3.2 |
Consumer Defensive | 2.7 |
Utilities | 1.6 |
Energy | 1.3 |
HCR Wealth Advisors has about 53.6% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 44.9 |
MEGA-CAP | 37.6 |
LARGE-CAP | 16 |
MID-CAP | 1.1 |
About 53.2% of the stocks held by HCR Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
S&P 500 | 53.2 |
Others | 46.2 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
HCR Wealth Advisors has 229 stocks in it's portfolio. About 57.1% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for HCR Wealth Advisors last quarter.
Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 16.18 | 530,528 | 123,613,000 | added | 0.53 | ||
Historical Trend of APPLE INC Position Held By HCR Wealth AdvisorsWhat % of Portfolio is AAPL?:Number of AAPL shares held:Change in No. of Shares Held: | ||||||||
VB | vanguard growth index fund etf | 9.70 | 192,985 | 74,093,000 | added | 0.92 | ||
VIGI | vanguard high dividend yield index fund etf | 9.38 | 558,839 | 71,643,200 | added | 1.24 | ||
IJR | ishares core s&p small-cap etf | 5.63 | 367,678 | 43,003,700 | added | 0.99 | ||
NVDA | nvidia corp | 4.21 | 264,764 | 32,153,000 | added | 9.34 | ||
MSFT | microsoft | 2.65 | 47,024 | 20,234,500 | added | 0.07 | ||
IJR | ishares core s&p 500 etf | 2.64 | 34,934 | 20,150,900 | added | 1.25 | ||
AME | ametek inc | 2.52 | 112,372 | 19,295,400 | unchanged | 0.00 | ||
FPE | first trust preferred securities and income etf | 2.09 | 882,202 | 15,967,900 | added | 0.81 | ||
GOOG | alphabet inc | 2.08 | 95,954 | 15,914,100 | reduced | -0.83 | ||
PANW | palo alto networks | 1.52 | 34,052 | 11,639,000 | added | 0.1 | ||
EMGF | ishares core msci emerging etf | 1.48 | 196,423 | 11,276,700 | added | 908 | ||
META | meta platforms inc | 1.34 | 17,905 | 10,249,700 | reduced | -1.25 | ||
AMZN | amazon.com inc | 1.25 | 51,334 | 9,565,060 | added | 3.24 | ||
V | visa inc | 1.16 | 32,305 | 8,882,290 | added | 1.95 | ||
COST | costco wholesale | 0.93 | 8,033 | 7,121,980 | reduced | -0.69 | ||
JPM | jpmorgan chase & co | 0.83 | 30,068 | 6,340,180 | added | 1.99 | ||
VEU | vanguard ftse emerging markets etf | 0.71 | 113,457 | 5,428,920 | reduced | -1.35 | ||
QQQ | invesco qqq trust | 0.70 | 11,036 | 5,386,720 | added | 6.32 | ||
SPY | spdr s&p 500 etf | 0.69 | 9,140 | 5,244,340 | added | 22.16 | ||