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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 $633,080,537
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 544,199 $104,774,682 16.54%
2.
Vanguard Whitehall Funds
 556,799 $62,155,571 9.81%
3.
Vanguard Growth Index Fund Etf
 195,441 $60,758,862 9.59%
4.
Ishares Trust
 IEF 376,805 $40,789,176 6.44%
5.
Microsoft Corp
 MSFT 57,834 $21,747,976 3.43%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)