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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 $768,144,135
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 527,656 $117,208,231 15.26%
2.
Vanguard Whitehall Funds
 604,437 $77,948,258 10.15%
3.
Vanguard Growth Index Fund Etf - ETF
 207,621 $76,990,146 10.02%
4.
Ishares Trust
 IEF 409,410 $42,812,067 5.57%
5.
Nvidia Corp
 NVDA 290,676 $31,503,566 4.1%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)