HCR Wealth Advisors
- SEC CIK
- 0001697715
- Latest filing
- Jul 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.
- Positions
- 180
- No 13F data for Q4 2020
- Portfolio value
- $505.8M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 596,614 | $72.9M | 14.4% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 623,855 | $63.1M | 12.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 161,938 | $41.6M | 8.2% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 795,655 | $16.0M | 3.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 657,226 | $14.5M | 2.9% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 5,720 | $11.8M | 2.3% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 50,531 | $11.6M | 2.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 47,577 | $11.2M | 2.2% | – | – | History |
| VVisa Inc. | Stock | 35,633 | $7.54M | 1.5% | – | – | History |
| ProShares Tr74347X849 | SHRT 20+YR TRE | 398,399 | $7.22M | 1.4% | – | – | – |
| ANAutonation, Inc. | COM | 65,722 | $6.13M | 1.2% | – | – | History |
| SBUXStarbucks Corp | Stock | 55,328 | $6.05M | 1.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 20,050 | $5.91M | 1.2% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 111,095 | $5.78M | 1.1% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 37,244 | $5.61M | 1.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 103,599 | $5.08M | 1.0% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 47,761 | $4.87M | 1.0% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 31,518 | $4.72M | 0.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,457 | $4.51M | 0.9% | – | – | History |
| GLDSPDR Gold Trust | ETF | 27,620 | $4.42M | 0.9% | – | – | History |
| RKTRocket Companies, Inc. | Stock | 186,634 | $4.31M | 0.9% | – | – | History |
| BHCBausch Health Companies Inc. | Stock | 129,561 | $4.11M | 0.8% | – | – | History |
| NEENextera Energy Inc | Stock | 51,526 | $3.90M | 0.8% | – | – | History |
| DISWalt Disney Co | Stock | 20,938 | $3.86M | 0.8% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 7,399 | $3.38M | 0.7% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 52,672 | $3.37M | 0.7% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 9,413 | $3.32M | 0.7% | – | – | History |
| TSLATesla, Inc. | Stock | 4,967 | $3.32M | 0.7% | – | – | History |
| ABBVAbbVie Inc. | Stock | 30,588 | $3.31M | 0.7% | – | – | History |
| FDXFedEx Corp | Stock | 11,356 | $3.23M | 0.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 12,594 | $3.22M | 0.6% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 21,051 | $3.21M | 0.6% | – | – | History |
| TGTTarget Corp | Stock | 15,641 | $3.10M | 0.6% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 80,248 | $3.08M | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 23,434 | $3.04M | 0.6% | – | – | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 20,593 | $2.89M | 0.6% | – | – | History |
| MOSMosaic Co | COM | 90,325 | $2.85M | 0.6% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,649 | $2.76M | 0.5% | – | – | – |
| AMTAmerican Tower Corp | REIT | 11,234 | $2.69M | 0.5% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 16,704 | $2.67M | 0.5% | – | – | History |
| SCIService Corp International | COM | 51,088 | $2.61M | 0.5% | – | – | History |
| CMECME Group Inc. | COM | 12,276 | $2.51M | 0.5% | – | – | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 11,996 | $2.43M | 0.5% | – | – | History |
| CoreSite Realty Corp21870Q105 | COM | 19,919 | $2.39M | 0.5% | – | – | – |
| AZOAutoZone Inc | COM | 1,676 | $2.35M | 0.5% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 20,863 | $2.33M | 0.5% | – | – | History |
| USOUnited States Oil Fund, LP | UNITS | 57,212 | $2.32M | 0.5% | – | – | History |
| MEOHMethanex Corp | COM | 61,558 | $2.26M | 0.4% | – | – | History |
| COPConocoPhillips | Stock | 42,520 | $2.25M | 0.4% | – | – | History |
| BACBank of America Corp | Stock | 55,325 | $2.14M | 0.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 12,978 | $2.13M | 0.4% | – | – | History |
| CLXClorox Co | Stock | 10,929 | $2.11M | 0.4% | – | – | History |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 39,702 | $2.10M | 0.4% | – | – | – |
| HONHoneywell International Inc | COM | 9,614 | $2.09M | 0.4% | – | – | History |
| HDHome Depot, Inc. | Stock | 6,651 | $2.03M | 0.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 26,152 | $2.02M | 0.4% | – | – | History |
| GOOGAlphabet Inc. | Stock | 949 | $1.96M | 0.4% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,847 | $1.92M | 0.4% | – | – | History |
| CVXChevron Corp | Stock | 18,258 | $1.91M | 0.4% | – | – | History |
| MSMorgan Stanley | Stock | 23,861 | $1.85M | 0.4% | – | – | History |
| CCitigroup Inc | Stock | 25,405 | $1.85M | 0.4% | – | – | History |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 16,686 | $1.83M | 0.4% | – | – | – |
| STZConstellation Brands, Inc. | Stock | 7,979 | $1.82M | 0.4% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 5,538 | $1.78M | 0.4% | – | – | History |
| ZTSZoetis Inc. | Stock | 10,879 | $1.71M | 0.3% | – | – | History |
| SNAPSnap Inc | Stock | 32,079 | $1.68M | 0.3% | – | – | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 54,427 | $1.66M | 0.3% | – | – | – |
| MCMoelis & Co | CL A | 29,965 | $1.64M | 0.3% | – | – | History |
| WMTWalmart Inc. | Stock | 11,937 | $1.62M | 0.3% | – | – | History |
| iShares Tr464288356 | CALIF MUN BD ETF | 25,996 | $1.61M | 0.3% | – | – | – |
| ECLEcolab Inc. | Stock | 7,532 | $1.61M | 0.3% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 29,847 | $1.59M | 0.3% | – | – | – |
| PSAPublic Storage | COM | 6,435 | $1.59M | 0.3% | – | – | History |
| NKENIKE, Inc. | Stock | 11,689 | $1.55M | 0.3% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 18,195 | $1.50M | 0.3% | – | – | – |
| EPAMEPAM Systems, Inc. | COM | 3,703 | $1.47M | 0.3% | – | – | History |
| AWRAmerican States Water Co | COM | 19,196 | $1.45M | 0.3% | – | – | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,859 | $1.41M | 0.3% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 6,173 | $1.40M | 0.3% | – | – | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 41,813 | $1.36M | 0.3% | – | – | – |
| MCDMcDonalds Corp | Stock | 5,681 | $1.27M | 0.3% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 20,030 | $1.26M | 0.3% | – | – | History |
| iShares Tr464287721 | U.S. TECH ETF | 14,149 | $1.24M | 0.2% | – | – | – |
| FCXFreeport-McMoran Inc | Stock | 37,202 | $1.23M | 0.2% | – | – | History |
| MAMastercard Inc | Stock | 3,308 | $1.18M | 0.2% | – | – | History |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 15,664 | $1.18M | 0.2% | – | – | – |
| ALLAllstate Corp | Stock | 9,960 | $1.14M | 0.2% | – | – | History |
| AMGNAmgen Inc | Stock | 4,496 | $1.12M | 0.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 8,147 | $1.10M | 0.2% | – | – | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 11,794 | $1.08M | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 19,309 | $1.08M | 0.2% | – | – | History |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 18,450 | $1.04M | 0.2% | – | – | – |
| CHDChurch & Dwight Co Inc | COM | 11,803 | $1.03M | 0.2% | – | – | History |
| USBUS Bancorp DE | COM NEW | 17,705 | $979.0K | 0.2% | – | – | History |
| JCIJohnson Controls International plc | Stock | 15,914 | $950.0K | 0.2% | – | – | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 20,579 | $943.0K | 0.2% | – | – | – |
| MOAltria Group, Inc. | Stock | 17,530 | $897.0K | 0.2% | – | – | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 14,917 | $867.0K | 0.2% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 12,867 | $839.0K | 0.2% | – | – | History |
| EDITEditas Medicine, Inc. | COM | 19,750 | $830.0K | 0.2% | – | – | History |