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| Happy Holidays!! thanks for using AUM13F!! |
| HCR Wealth Advisors
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| CRD # | 108676 |
| SEC # | 801-56452 |
| CIK # | 0001697715 |
| AUM | $1.7 B (2025-04-29) |
| Employees | 19 (42% Investors, 16% Brokers) |
| Phone | 310-473-5445 |
| Address | 10866 Wilshire Blvd Los Angeles, CA 90024 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001697715 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 108.6 | ||
| Nvidia Corp | 47.3 | ||
| Microsoft Corp | 23.3 | ||
| Ametek INC/ | 17.0 | ||
| Alphabet Inc | 16.7 | ||
| Facebook Inc | 14.2 | ||
| Palo Alto Networks Inc | 13.9 | ||
| Amazon Com Inc | 11.5 | ||
| VISA Inc | 11.3 | ||
| J P Morgan Chase & Co | 8.6 | ||
| Costco Wholesale Corp /NEW | 7.9 | ||
| Oracle Corp | 6.1 | ||
| Autozone Inc | 5.6 | ||
| SPDR Gold Trust | 5.6 | ||
| AutoNation Inc | 4.9 | ||
| Tesla Motors Inc | 4.7 | ||
| Netflix Inc | 4.6 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | CR Project | 2012-03-12 | 2.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 519 | 133.6 |
| (b) Individuals (high net worth individuals) | 423 | 1,533.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 2.3 |
| (g) Pension and profit sharing plans | 0 | 1.6 |
| (h) Charitable organizations | 0 | 4.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,205 | 1,676.2 |
| By Discretionary | ||
| Discretionary | 3,205 | 1,676.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,205 | 1,676.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 1,674.4 | |
| Total | 3,205 | 1,676.2 |
| Limited Partners | 2011 - 2025 |
|---|---|
| California Public Employees' Retirement System |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697715] |
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|---|---|---|
|
Condor Capital Management
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|
NJ | 2.0 |
|
Roundview Capital LLC
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NJ | 1.9 |
|
West Coast Financial LLC
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CA | 1.8 |
|
OREI Advisors LP
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TX | 1.7 |
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Bulltick Wealth Management LLC
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FL | 1.7 |
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Buchanan Street Partners LP
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CA | 1.6 |
|
Latash Investments LLC
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|
AK | 1.5 |
|
Allen Capital Group LLC
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|
NE | 1.2 |
|
TRB Wealth Management LLC
✚
|
TX | 1.2 |
|
Verity Asset Management Inc
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|
NC | 1.0 |