- New Purchases: NEE, COR, KRNT, IWD, SNAP, MKC, ANTM, TTWO, XLE, NOC, RDS.B, IYF, IDXX, D, CSCO, BLK, AFL,
- Added Positions: VYM, VUG, AAPL, TLT, MINT, CVX, GOOGL, COP, BAC, UNH, COST, JNJ, C, V, MSFT, SCI, AWR, PG, SH, FB, SBUX, DIS, BRK.B, NVDA, BA, CLX, XLU, SCHW, GE, O, SPY, IWM, BMY, ISRG, MA, SLB, MRK, NKE, NCA, PCQ, PFE, PEP, MYC, KO, PM, TIP, KEY, XLV, PYPL,
- Reduced Positions: FPE, IBM, AMJ, GLD, AMZN, NFLX, HON, CRM, MO, AWK, VZ, WFC, BABA, HD, LQD, HDGE, BOND, ITA, MGM, VGR, CMF, EPAM, MS, AMGN, HDV, URI, TSLA, IYH, PFF, BLL, CAT, CME, CTSH, STZ, DSL, MMM, ECL, INTC, PANW, BAX, BP, USB, TMO, IYW, EOG, DIA, QCOM, ALV, SRE, UTX, SIRI, ULTA, NOK,
- Sold Out: M, FPF, SCHG, VGSH, PNR, CELG, ADM, AYX, WAB, BDX, IHF, AFB, FDX, NVT, CVA, SLV, AIG, CLS, WRK, TECK, DDD, IWN, IJR, MGA, HCC, CVS, EA, UNP, GD, SAFM, PZZA, AVEO, PSEC, GSKY, REZI, CRY, JQC, ABT, NGD,
For the details of HCR Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/hcr+wealth+advisors/current-portfolio/portfolioportfolio
These are the top 5 holdings of HCR Wealth Advisors- Apple Inc (AAPL) - 238,851 shares, 13.63% of the total portfolio. Shares added by 12.88%
- Vanguard High Dividend Yield (VYM) - 370,805 shares, 9.34% of the total portfolio. Shares added by 63.43%
- Vanguard Growth (VUG) - 195,511 shares, 9.21% of the total portfolio. Shares added by 42.29%
- iShares 20+ Year Treasury Bond ETF (TLT) - 187,310 shares, 7.17% of the total portfolio. Shares added by 9.72%
- PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 175,761 shares, 5.16% of the total portfolio. Shares added by 9.92%
HCR Wealth Advisors initiated holding in NextEra Energy Inc. The purchase prices were between $187.88 and $208.2, with an estimated average price of $196.8. The stock is now traded at around $210.06. The impact to a portfolio due to this purchase was 0.95%. The holding were 16,068 shares as of .
New Purchase: CoreSite Realty Corp (COR)HCR Wealth Advisors initiated holding in CoreSite Realty Corp. The purchase prices were between $107.75 and $119.68, with an estimated average price of $113.4. The stock is now traded at around $115.99. The impact to a portfolio due to this purchase was 0.41%. The holding were 12,222 shares as of .
New Purchase: Kornit Digital Ltd (KRNT)HCR Wealth Advisors initiated holding in Kornit Digital Ltd. The purchase prices were between $24.07 and $31.66, with an estimated average price of $27.58. The stock is now traded at around $30.40. The impact to a portfolio due to this purchase was 0.3%. The holding were 33,115 shares as of .
New Purchase: iShares Russell 1000 Value (IWD)HCR Wealth Advisors initiated holding in iShares Russell 1000 Value. The purchase prices were between $118.9 and $127.38, with an estimated average price of $124.56. The stock is now traded at around $129.92. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,697 shares as of .
New Purchase: Snap Inc (SNAP)HCR Wealth Advisors initiated holding in Snap Inc. The purchase prices were between $10.11 and $14.86, with an estimated average price of $12.21. The stock is now traded at around $17.61. The impact to a portfolio due to this purchase was 0.14%. The holding were 33,210 shares as of .
New Purchase: McCormick & Co Inc (MKC)HCR Wealth Advisors initiated holding in McCormick & Co Inc. The purchase prices were between $150.35 and $157.8, with an estimated average price of $154.21. The stock is now traded at around $158.83. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,781 shares as of .
Added: Vanguard High Dividend Yield (VYM)HCR Wealth Advisors added to a holding in Vanguard High Dividend Yield by 63.43%. The purchase prices were between $82.53 and $88.09, with an estimated average price of $86.47. The stock is now traded at around $89.12. The impact to a portfolio due to this purchase was 3.62%. The holding were 370,805 shares as of .
Added: Vanguard Growth (VUG)HCR Wealth Advisors added to a holding in Vanguard Growth by 42.29%. The purchase prices were between $151.09 and $165.38, with an estimated average price of $160.22. The stock is now traded at around $169.85. The impact to a portfolio due to this purchase was 2.74%. The holding were 195,511 shares as of .
Added: Chevron Corp (CVX)HCR Wealth Advisors added to a holding in Chevron Corp by 39.78%. The purchase prices were between $113.85 and $126.68, with an estimated average price of $120.87. The stock is now traded at around $126.54. The impact to a portfolio due to this purchase was 0.33%. The holding were 31,921 shares as of .
Added: ConocoPhillips (COP)HCR Wealth Advisors added to a holding in ConocoPhillips by 46.01%. The purchase prices were between $57.08 and $67.69, with an estimated average price of $62.26. The stock is now traded at around $60.08. The impact to a portfolio due to this purchase was 0.16%. The holding were 29,483 shares as of .
Added: Bank of America Corporation (BAC)HCR Wealth Advisors added to a holding in Bank of America Corporation by 29.16%. The purchase prices were between $26.6 and $30.77, with an estimated average price of $28.85. The stock is now traded at around $30.67. The impact to a portfolio due to this purchase was 0.15%. The holding were 80,606 shares as of .
Added: UnitedHealth Group Inc (UNH)HCR Wealth Advisors added to a holding in UnitedHealth Group Inc by 31.31%. The purchase prices were between $216.84 and $252.28, with an estimated average price of $240.34. The stock is now traded at around $251.13. The impact to a portfolio due to this purchase was 0.13%. The holding were 7,696 shares as of .
Sold Out: Macy's Inc (M)HCR Wealth Advisors sold out a holding in Macy's Inc. The sale prices were between $20.43 and $25.99, with an estimated average price of $22.75.
Sold Out: First Trust Inter Dur Pref& Income Fund (FPF)HCR Wealth Advisors sold out a holding in First Trust Inter Dur Pref& Income Fund. The sale prices were between $21.41 and $22.93, with an estimated average price of $22.28.
Sold Out: Schwab U.S. Large-Cap Growth (SCHG)HCR Wealth Advisors sold out a holding in Schwab U.S. Large-Cap Growth. The sale prices were between $76.95 and $83.91, with an estimated average price of $81.3.
Sold Out: Vanguard Short-Term Government Bond ETF (VGSH)HCR Wealth Advisors sold out a holding in Vanguard Short-Term Government Bond ETF. The sale prices were between $60.23 and $60.94, with an estimated average price of $60.5.
Sold Out: Pentair PLC (PNR)HCR Wealth Advisors sold out a holding in Pentair PLC. The sale prices were between $34.82 and $45.49, with an estimated average price of $37.91.
Sold Out: Celgene Corp (CELG)HCR Wealth Advisors sold out a holding in Celgene Corp. The sale prices were between $92.35 and $98.91, with an estimated average price of $94.95.
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