HCR Wealth Advisors Buys Vanguard High Dividend Yield, Vanguard Growth, NextEra Energy Inc, Sells Macy's Inc, First Trust Preferred Securities and Income ETF, First Trust Inter Dur Pref& Income Fund

Investment company HCR Wealth Advisors (Current Portfolio) buys Vanguard High Dividend Yield, Vanguard Growth, NextEra Energy Inc, CoreSite Realty Corp, Chevron Corp, sells Macy's Inc, First Trust Preferred Securities and Income ETF, First Trust Inter Dur Pref& Income Fund, Schwab U.S. Large-Cap Growth, Vanguard Short-Term Government Bond ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, HCR Wealth Advisors. As of 2019Q2, HCR Wealth Advisors owns 149 stocks with a total value of $347 million. These are the details of the buys and sells.

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
  1. Apple Inc (AAPL) - 238,851 shares, 13.63% of the total portfolio. Shares added by 12.88%
  2. Vanguard High Dividend Yield (VYM) - 370,805 shares, 9.34% of the total portfolio. Shares added by 63.43%
  3. Vanguard Growth (VUG) - 195,511 shares, 9.21% of the total portfolio. Shares added by 42.29%
  4. iShares 20+ Year Treasury Bond ETF (TLT) - 187,310 shares, 7.17% of the total portfolio. Shares added by 9.72%
  5. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 175,761 shares, 5.16% of the total portfolio. Shares added by 9.92%
New Purchase: NextEra Energy Inc (NEE)

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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