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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 $798,182,528
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 529,758 $132,662,232 16.62%
2.
Vanguard Growth Index Fund Etf - ETF
 200,896 $82,456,109 10.33%
3.
Vanguard Whitehall Funds
 584,571 $74,585,459 9.34%
4.
Ishares Trust
 IEF 384,034 $44,248,438 5.54%
5.
Nvidia Corp
 NVDA 268,897 $36,110,304 4.52%
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)