HCR Wealth Advisors

RIA/Wealth

HCR Wealth Advisors is a RIA/Wealth based in Los Angeles, CA led by Gregory Sandor Heller, reporting $1.7B in AUM as of Q3 2025 with 44% ETF concentration and 57% concentrated in top 10 holdings.

PresidentGregory Sandor Heller

Portfolio Value: $965.7M
Positions: 244
Top Holding: AAPL at 14.29%
Last Reported: Q3 2025

Address10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024, United States

Top Holdings

Largest long holdings in HCR Wealth Advisors's portfolio (57.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$138.0M	14.29%	+$1.9M Bought	0.00% 536.8K shares	Q4 2016 Held for 8y 11m
2 Vanguard Growth VUG	ETF ETF	$104.9M	10.86%	+$1.8M Bought	— 217.0K shares	Q3 2017 Held for 8y 2m
3 Vanguard High Dividend Yield VYM	ETF ETF	$89.9M	9.31%	+$1.7M Bought	— 638.0K shares	Q4 2016 Held for 8y 11m
4 Nvidia NVDA	Semiconductors Technology	$56.7M	5.87%	+$141.1K Bought	0.00% 300.1K shares	Q4 2016 Held for 8y 11m
5 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$52.1M	5.39%	+$2.0M Bought	— 435.6K shares	Q1 2022 Held for 3y 8m
6 iShares Core S&P 500 ETF IVV	ETF ETF	$27.8M	2.88%	+$953.0K Bought	— 41.3K shares	Q3 2021 Held for 4y 2m
7 Microsoft MSFT	Software - Infrastructure Technology	$24.2M	2.50%	-$39.7K Sold	0.00% 46.8K shares	Q4 2016 Held for 8y 11m
8 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$23.9M	2.48%	+$610.3K Bought	0.00% 97.4K shares	Q4 2016 Held for 8y 11m
9 First Trust Preferred Securities and Income FPE	ETF ETF	$18.3M	1.89%	+$821.1K Bought	— 997.6K shares	Q4 2016 Held for 8y 11m
10 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$16.7M	1.72%	+$980.7K Bought	— 249.5K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in HCR Wealth Advisors's latest filing

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Market Value

$965.7M

Prior: $849.7M

Q/Q Change

+13.65%

+$116.0M

Net Flows % of MV

+2.79%

Turnover Ratio

2.25%

New Purchases

8 stocks

$3.3M

Added To

107 stocks

+$31.1M

Sold Out Of

9 stocks

$2.9M

Reduced Holdings

72 stocks

-$4.5M

Increased Positions

Position	Shares Δ	Change
1 Blue Owl Capital OWL	New	0 → 114.6K +$1.8M
2 Snowflake SNOW	New	0 → 1.0K +$247.5K
3 Invesco S&P 500 Equal Weight ETF RSP	New	0 → 1.2K +$228.0K
4 GLDM SPDR Gold MiniShares Trust GLDM	New	0 → 3.0K +$226.2K
5 Applovin Corporation APP	New	0 → 323.0 +$220.8K

Decreased Positions

Position	Shares Δ	Change
1 U.S. Bancorp USB	Sold	20.1K → 0 −$910.9K
2 Bristol-Myers Squibb BMY	Sold	10.7K → 0 −$494.0K
3 Deere & Company DE	Sold	574.0 → 0 −$292.0K
4 ProShares Short QQQ PSQ	Sold	7.8K → 0 −$262.5K
5 Chipotle Mexican Grill CMG	Sold	4.1K → 0 −$227.9K