HCR WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 537K | $138.04M |
 | NVDA | 300K | $56.69M |
 | OWL | 115K | $1.84M |
 | GOOGL | 97K | $23.92M |
 | AME | 87K | $16.12M |
 | CDZI | 75K | $355.28K |
 | PANW | 70K | $14.65M |
 | RKT | 69K | $1.26M |
 | BAC | 53K | $2.67M |
 | AMZN | 53K | $11.70M |
 | MSFT | 47K | $24.15M |
 | NEE | 39K | $3.09M |
 | COP | 38K | $3.54M |
 | FCX | 35K | $1.38M |
 | WMT | 35K | $3.53M |
 | V | 34K | $11.61M |
 | VRT | 33K | $5.26M |
 | JPM | 31K | $9.43M |
 | MS | 30K | $4.70M |
 | SBUX | 30K | $2.61M |
Apple Inc.
AAPL
Shares Held
537K
Value
$138.04M
NVIDIA Corporation
NVDA
Shares Held
300K
Value
$56.69M
Blue Owl Capital Inc.
OWL
Shares Held
115K
Value
$1.84M
Alphabet Inc.
GOOGL
Shares Held
97K
Value
$23.92M
AMETEK, Inc.
AME
Shares Held
87K
Value
$16.12M
Cadiz Inc.
CDZI
Shares Held
75K
Value
$355.28K
Palo Alto Networks, Inc.
PANW
Shares Held
70K
Value
$14.65M
Rocket Companies, Inc.
RKT
Shares Held
69K
Value
$1.26M
Bank of America Corporation
BAC
Shares Held
53K
Value
$2.67M
Amazon.com, Inc.
AMZN
Shares Held
53K
Value
$11.70M
Microsoft Corporation
MSFT
Shares Held
47K
Value
$24.15M
NextEra Energy, Inc.
NEE
Shares Held
39K
Value
$3.09M
ConocoPhillips
COP
Shares Held
38K
Value
$3.54M
Freeport-McMoRan Inc.
FCX
Shares Held
35K
Value
$1.38M
Walmart Inc.
WMT
Shares Held
35K
Value
$3.53M
Visa Inc.
V
Shares Held
34K
Value
$11.61M
Vertiv Holdings Co
VRT
Shares Held
33K
Value
$5.26M
JPMorgan Chase & Co.
JPM
Shares Held
31K
Value
$9.43M
Morgan Stanley
MS
Shares Held
30K
Value
$4.70M
Starbucks Corporation
SBUX
Shares Held
30K
Value
$2.61M