• 13F History

HCR Wealth Advisors

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$768M
Signature - Title
Steve Weinberger - Senior Managing Director
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by HCR Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HCR Wealth Advisors reported 230 stock holdings with total value $768M as of Q1 2025. Top holdings included AAPL, VYM, VUG, IJR, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 230 $768M +$27.7M -$12M +$15.7M AAPL, VYM, VUG, IJR, NVDA 13F-HR 4/21/2025, 02:29 PM
Q4 2024 228 $798M +$34M -$12.7M +$21.2M AAPL, VUG, VYM, IJR, NVDA 13F-HR 1/14/2025, 02:27 PM
Q3 2024 229 $764M +$39.4M -$13.2M +$26.2M AAPL, VUG, VYM, IJR, NVDA 13F-HR 10/10/2024, 04:53 PM
Q2 2024 220 $700M +$41.7M -$12.4M +$29.2M AAPL, VUG, VYM, IJR, NVDA 13F-HR 8/6/2024, 06:42 PM
Q1 2024 222 $659M +$22.7M -$29M -$6.32M AAPL, VYM, VUG, IJR, NVDA 13F-HR 5/10/2024, 01:49 PM
Q4 2023 205 $633M +$138M -$10M +$128M AAPL, VYM, VUG, IJR, MSFT 13F-HR 2/9/2024, 03:04 PM
Q3 2023 170 $456M +$11.3M -$49M -$37.7M AAPL, VYM, VUG, IJR, MSFT 13F-HR 10/20/2023, 03:03 PM
Q2 2023 178 $540M +$10.5M -$11M -$536K AAPL, VYM, VUG, IJR, MSFT 13F-HR 8/9/2023, 06:01 PM
Q1 2023 175 $505M +$11M -$20.8M -$9.8M AAPL, VYM, VUG, IJR, MSFT 13F-HR 5/12/2023, 04:04 PM
Q4 2022 178 $476M +$6.01M -$15.3M -$9.26M AAPL, VYM, VUG, IJR, FPE 13F-HR 2/13/2023, 01:33 PM
Q3 2022 168 $471M +$29.4M -$13.3M +$16.1M AAPL, VYM, VUG, IJR, FPE 13F-HR 11/7/2022, 11:10 AM
Q2 2022 177 $498M +$27.1M -$26.2M +$895K AAPL, VYM, VUG, IJR, FPE 13F-HR 8/11/2022, 06:23 PM
Q1 2022 187 $611M +$63.2M -$58.6M +$4.57M AAPL, VYM, VUG, IJR, FPE 13F-HR 5/4/2022, 07:51 PM
Q4 2021 200 $645M +$22.4M -$24.4M -$1.99M AAPL, VYM, VUG, XLE, MSFT 13F-HR 2/4/2022, 02:36 PM
Q3 2021 197 $599M +$30.5M -$10.4M +$20.1M AAPL, VYM, VUG, XLE, FPE 13F-HR 11/1/2021, 07:51 PM
Q2 2021 190 $576M +$46.1M -$11.5M +$34.6M AAPL, VYM, VUG, XLE, FPE 13F-HR 7/21/2021, 01:12 PM
Q1 2021 180 $506M +$89.2M -$72.5M +$16.7M AAPL, VYM, VUG, FPE, BKLN 13F-HR 5/12/2021, 06:05 PM
Q4 2020 259 $476M +$35.7M -$28.7M +$7.06M AAPL, VYM, VUG, FPE, MSFT 13F-HR 2/4/2021, 12:11 PM
Q3 2020 232 $436M +$88.1M -$28.7M +$59.4M AAPL, VYM, VUG, FPE, TLT 13F-HR 11/4/2020, 04:50 PM
Q2 2020 238 $426M +$53.4M -$34.2M +$19.2M AAPL, VUG, SH, VYM, TLT 13F-HR 7/29/2020, 07:32 PM
Q1 2020 230 $349M +$26.9M -$29M -$2.12M AAPL, TLT, VUG, VYM, MINT 13F-HR 5/8/2020, 02:38 PM
Q4 2019 227 $411M +$104M -$1.88M +$102M AAPL, VUG, VYM, TLT, MINT 13F-HR 2/7/2020, 10:58 AM
Q3 2019 144 $300M +$13.5M -$29.4M -$15.8M AAPL, VUG, TLT, MINT, GOOGL 13F-HR 11/6/2019, 06:28 PM
Q2 2019 151 $350M +$50.3M -$38.6M +$11.7M AAPL, VYM, VUG, TLT, MINT 13F-HR 7/24/2019, 06:17 PM
Q1 2019 125 $289M +$63.1M -$98.7M -$35.6M AAPL, TLT, VUG, VYM, MINT 13F-HR 5/9/2019, 09:46 PM
Q4 2018 150 $303M +$58.2M -$7.47M +$50.8M VUG, VYM, AAPL, FPE, EZM 13F-HR 1/31/2019, 11:33 AM
Q3 2018 146 $299M +$69.7M -$4.3M +$65.4M AAPL, VUG, FPE, EZM, GOOGL 13F-HR 11/8/2018, 04:35 PM
Q2 2018 162 $276M +$14M -$25.3M -$11.4M AAPL, VYM, VUG, GOOGL, TBF 13F-HR 8/14/2018, 04:08 PM
Q1 2018 160 $284M +$12.9M -$3.32M +$9.56M VYM, AAPL, FPE, VUG, GOOGL 13F-HR 5/15/2018, 04:47 PM
Q4 2017 159 $280M +$44.1M -$2.73M +$41.3M VYM, AAPL, FPE, VUG, GOOGL 13F-HR 2/12/2018, 06:19 PM
Q3 2017 155 $234M +$35.4M -$25.2M +$10.3M VYM, AAPL, VUG, GOOGL, PG 13F-HR 11/13/2017, 06:52 AM
Q2 2017 134 $199M +$19.5M -$3.82M +$15.6M VYM, AAPL, TBF, GOOGL, PG Restatement 8/16/2017, 12:15 PM
Q1 2017 143 $190M +$24.9M -$7.06M +$17.8M AAPL, VYM, PG, TBF, JPM 13F-HR 5/11/2017, 01:52 PM
Q4 2016 142 $185M AAPL, FPE, VYM, PG, JPM 13F-HR 2/14/2017, 04:05 PM