HCR Wealth Advisors
HCR Wealth Advisors is a registered investment adviser headquartered in Los Angeles, California. Founded in 1988, the firm provides wealth management and financial planning services to individuals, families, and institutions. HCR Wealth Advisors specializes in goal-driven investment advisory, retirement planning, and holistic financial strategies tailored to client needs. The firm manages a diversified portfolio and has an experienced team of professionals serving clients nationally.
Investment Strategy
HCR Wealth Advisors employs a client-centered investment approach, focusing on tailoring diversified portfolios based on each client's risk tolerance, financial goals, and time horizon. The firm invests across a range of asset classes including equities, ETFs, and fixed income. Through disciplined asset allocation and periodic rebalancing, HCR Wealth Advisors aims for long-term capital appreciation while managing downside risk. The strategy emphasizes transparency, personalized service, and holistic financial planning.
Top Holdings
Equity Positions (242)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | Apple Inc | 14.29% | $138.0M | 536,830 | $63.39 | $254.63 | +$29.4M |
V VUG | Vanguard Growth Index Fund ETF | 10.86% | $104.9M | 216,963 | $234.29 | $479.61 | +$11.3M |
V VYM | Vanguard High Dividend Yield Index Fund ETF | 9.31% | $89.9M | 637,963 | $100.80 | $140.95 | +$6.5M |
N NVDA | Nvidia Corp | 5.87% | $56.7M | 300,121 | $52.96 | $186.58 | +$9.4M |
I IJR | iShares Core S&P Small-Cap ETF | 5.39% | $52.1M | 435,627 | $108.52 | $118.83 | +$6.3M |