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Home > Institutional Investor > Hcr Wealth Advisors > Profile

Instuitional Investor - Hcr Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Hcr Wealth Advisors
Portfolio Value $849,696,142
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 529,406 $108,618,271 12.78%
2.
Vanguard Growth Index Fund Etf - ETF
 213,320 $93,519,638 11.01%
3.
Vanguard Whitehall Funds
 625,930 $83,442,860 9.82%
4.
Nvidia Corp
 NVDA 299,374 $47,298,105 5.57%
5.
Ishares Trust
 IEF 418,776 $45,768,029 5.39%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)