0001398344-19-019242.txt : 20191107
0001398344-19-019242.hdr.sgml : 20191107
20191106192820
ACCESSION NUMBER: 0001398344-19-019242
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191107
DATE AS OF CHANGE: 20191106
EFFECTIVENESS DATE: 20191107
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: HCR Wealth Advisors
CENTRAL INDEX KEY: 0001697715
IRS NUMBER: 954181883
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17911
FILM NUMBER: 191197759
BUSINESS ADDRESS:
STREET 1: 10866 WILSHIRE BLVD #1600
CITY: LOS ANGELES
STATE: CA
ZIP: 90024
BUSINESS PHONE: 310-473-5454
MAIL ADDRESS:
STREET 1: 10866 WILSHIRE BLVD #1600
CITY: LOS ANGELES
STATE: CA
ZIP: 90024
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001697715
XXXXXXXX
09-30-2019
09-30-2019
false
HCR Wealth Advisors
10866 WILSHIRE BLVD #1600
LOS ANGELES
CA
90024
13F HOLDINGS REPORT
028-17911
N
Steve Weinberger
Senior Managing Director
310-473-5445
/s/ Steve Weinberger
Los Angeles
CA
11-06-2019
0
149
301211
INFORMATION TABLE
2
fp0046699_13fhr-table.xml
13F INFORMATION TABLE
AT&T INC
COM
00206R102
783
20751
SH
SOLE
0
0
20751
ADVISORSHARES TR
RANGER EQUITY BE
00768Y883
349
53115
SH
SOLE
0
0
53115
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
1289
7678
SH
SOLE
0
0
7678
ALLSTATE CORP
COM
020002101
1380
12702
SH
SOLE
0
0
12702
ALPHABET INC
CAP STK CL C
02079K107
1985
1628
SH
SOLE
0
0
1628
ALPHABET INC
CAP STK CL A
02079K305
6982
5697
SH
SOLE
0
0
5697
ALTRIA GROUP INC
COM
02209S103
1028
24586
SH
SOLE
0
0
24586
AMAZON COM INC
COM
023135106
3008
1733
SH
SOLE
0
0
1733
AMEREN CORP
COM
023608102
450
5617
SH
SOLE
0
0
5617
AMERICAN EXPRESS CO
COM
025816109
253
2137
SH
SOLE
0
0
2137
AMERICAN STS WTR CO
COM
029899101
1576
17540
SH
SOLE
0
0
17540
AMERICAN WTR WKS CO INC NEW
COM
030420103
3878
31220
SH
SOLE
0
0
31220
AMGEN INC
COM
031162100
957
4945
SH
SOLE
0
0
4945
APPLE INC
COM
037833100
32406
144687
SH
SOLE
0
0
144687
BLACKROCK MUNIYIELD CALIF FD
COM
09254M105
753
52367
SH
SOLE
0
0
52367
BRISTOL MYERS SQUIBB CO
COM
110122108
1386
27113
SH
SOLE
0
0
27113
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
287
7773
SH
SOLE
0
0
7773
CME GROUP INC
COM
12572Q105
2119
10062
SH
SOLE
0
0
10062
CVS HEALTH CORP
COM
126650100
219
3474
SH
SOLE
0
0
3474
CATERPILLAR INC DEL
COM
149123101
542
4124
SH
SOLE
0
0
4124
CHEVRON CORP NEW
COM
166764100
3685
31062
SH
SOLE
0
0
31062
CHURCH & DWIGHT INC
COM
171340102
1018
13527
SH
SOLE
0
0
13527
CISCO SYS INC
COM
17275R102
228
4720
SH
SOLE
0
0
4720
CITIGROUP INC
COM NEW
172967424
985
13918
SH
SOLE
0
0
13918
CLOROX CO DEL
COM
189054109
1868
12302
SH
SOLE
0
0
12302
COCA COLA CO
COM
191216100
380
6988
SH
SOLE
0
0
6988
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
341
5655
SH
SOLE
0
0
5655
CONOCOPHILLIPS
COM
20825C104
1846
32466
SH
SOLE
0
0
32466
CONSOLIDATED EDISON INC
COM
209115104
240
2539
SH
SOLE
0
0
2539
CONSTELLATION BRANDS INC
CL A
21036P108
1451
7041
SH
SOLE
0
0
7041
CORESITE RLTY CORP
COM
21870Q105
1766
14500
SH
SOLE
0
0
14500
COSTCO WHSL CORP NEW
COM
22160K105
3173
10964
SH
SOLE
0
0
10964
AMAZON COM INC
COM
023135106
389
221
SH
SOLE
0
0
221
DISNEY WALT CO
COM DISNEY
254687106
3587
27516
SH
SOLE
0
0
27516
DISCOVER FINL SVCS
COM
254709108
257
3164
SH
SOLE
0
0
3164
DOMINION ENERGY INC
COM
25746U109
202
2487
SH
SOLE
0
0
2487
DOUBLELINE INCOME SOLUTIONS
COM
258622109
539
27045
SH
SOLE
0
0
27045
ECOLAB INC
COM
278865100
1688
8555
SH
SOLE
0
0
8555
EPAM SYS INC
COM
29414B104
556
3069
SH
SOLE
0
0
3069
AMERICAN STS WTR CO
COM
029899101
395
4204
SH
SOLE
0
0
4204
EXXON MOBIL CORP
COM
30231G102
2601
36852
SH
SOLE
0
0
36852
FACEBOOK INC
CL A
30303M102
4178
23354
SH
SOLE
0
0
23354
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
33738R605
540
18265
SH
SOLE
0
0
18265
FIRST TR EXCHANGE-TRADED FD
PFD SECS INC ETF
33739E108
1519
76302
SH
SOLE
0
0
76302
FIRST TR EXCHANG TRADED FD I
MANAGD MUN ETF
33739N108
669
12050
SH
SOLE
0
0
12050
ANTHEM INC
COM
036752103
291
1210
SH
SOLE
0
0
1210
GENERAL ELECTRIC CO
COM
369604103
207
23084
SH
SOLE
0
0
23084
APPLE INC
COM
037833100
7214
29254
SH
SOLE
0
0
29254
HOME DEPOT INC
COM
437076102
1669
7190
SH
SOLE
0
0
7190
HONEYWELL INTL INC
COM
438516106
1875
11059
SH
SOLE
0
0
11059
INTEL CORP
COM
458140100
1328
25488
SH
SOLE
0
0
25488
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1566
16980
SH
SOLE
0
0
16980
INTERNATIONAL BUSINESS MACHS
COM
459200101
344
2365
SH
SOLE
0
0
2365
INTUITIVE SURGICAL INC
COM NEW
46120E602
334
616
SH
SOLE
0
0
616
ISHARES TR
CORE S&P TTL STK
464287150
493
7340
SH
SOLE
0
0
7340
ISHARES TR
SELECT DIVID ETF
464287168
505
4955
SH
SOLE
0
0
4955
ISHARES TR
TIPS BD ETF
464287176
222
1913
SH
SOLE
0
0
1913
ISHARES TR
CORE US AGGBD ET
464287226
259
2298
SH
SOLE
0
0
2298
ISHARES TR
IBOXX INV CP ETF
464287242
671
5261
SH
SOLE
0
0
5261
ISHARES TR
20 YR TR BD ETF
464287432
27392
192038
SH
SOLE
0
0
192038
ISHARES TR
BARCLAYS 7 10 YR
464287440
2793
24830
SH
SOLE
0
0
24830
ISHARES TR
RUS 1000 VAL ETF
464287598
393
3053
SH
SOLE
0
0
3053
ISHARES TR
RUS 1000 GRW ETF
464287614
266
1656
SH
SOLE
0
0
1656
ISHARES TR
RUSSELL 2000 ETF
464287655
227
1485
SH
SOLE
0
0
1485
ISHARES TR
U.S. TECH ETF
464287721
703
3424
SH
SOLE
0
0
3424
ISHARES TR
U.S. REAL ES ETF
464287739
1257
13443
SH
SOLE
0
0
13443
ISHARES TR
CALIF MUN BD ETF
464288356
1019
16630
SH
SOLE
0
0
16630
ISHARES TR
PFD AND INCM SEC
464288687
2762
75725
SH
SOLE
0
0
75725
ISHARES TR
GLB CNSM STP ETF
464288737
206
3755
SH
SOLE
0
0
3755
ISHARES TR
US AER DEF ETF
464288760
605
2967
SH
SOLE
0
0
2967
ISHARES TR
CORE HIGH DV ETF
46429B663
458
4860
SH
SOLE
0
0
4860
ISHARES TR
MSCI MIN VOL ETF
46429B697
281
4425
SH
SOLE
0
0
4425
JPMORGAN CHASE & CO
COM
46625H100
5489
46623
SH
SOLE
0
0
46623
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
2783
119671
SH
SOLE
0
0
119671
JOHNSON & JOHNSON
COM
478160104
2132
16480
SH
SOLE
0
0
16480
KELLOGG CO
COM
487836108
1547
24161
SH
SOLE
0
0
24161
KENNEDY-WILSON HLDGS INC
COM
489398107
389
17757
SH
SOLE
0
0
17757
AUTOLIV INC
COM
052800109
365
10567
SH
SOLE
0
0
10567
MGM RESORTS INTERNATIONAL
COM
552953101
527
19000
SH
SOLE
0
0
19000
BP PLC
SPONSORED ADR
055622104
832
21897
SH
SOLE
0
0
21897
MASTERCARD INC
CL A
57636Q104
729
2685
SH
SOLE
0
0
2685
MCCORMICK & CO INC
COM NON VTG
579780206
402
2533
SH
SOLE
0
0
2533
MCDONALDS CORP
COM
580135101
1160
5432
SH
SOLE
0
0
5432
BALL CORP
COM
058498106
422
5837
SH
SOLE
0
0
5837
MERCK & CO INC
COM
58933Y105
1993
23705
SH
SOLE
0
0
23705
MICROSOFT CORP
COM
594918104
6544
46996
SH
SOLE
0
0
46996
BANK AMER CORP
COM
060505104
2024
67267
SH
SOLE
0
0
67267
MORGAN STANLEY
COM NEW
617446448
1136
26418
SH
SOLE
0
0
26418
NETFLIX INC
COM
64110L106
1150
4299
SH
SOLE
0
0
4299
NEXSTAR MEDIA GROUP INC
CL A
65336K103
404
3950
SH
SOLE
0
0
3950
NEXTERA ENERGY INC
COM
65339F101
3522
15115
SH
SOLE
0
0
15115
NIKE INC
CL B
654106103
1467
15682
SH
SOLE
0
0
15682
NORTHROP GRUMMAN CORP
COM
666807102
312
896
SH
SOLE
0
0
896
NUVEEN CALIF MUN VALUE FD
COM
67062C107
209
19698
SH
SOLE
0
0
19698
NVIDIA CORP
COM
67066G104
778
4014
SH
SOLE
0
0
4014
ORACLE CORP
COM
68389X105
507
93947
SH
SOLE
0
0
93947
PALO ALTO NETWORKS INC
COM
697435105
1239
6080
SH
SOLE
0
0
6080
PAYPAL HLDGS INC
COM
70450Y103
334
3208
SH
SOLE
0
0
3208
PEPSICO INC
COM
713448108
583
4254
SH
SOLE
0
0
4254
PFIZER INC
COM
717081103
653
18116
SH
SOLE
0
0
18116
BAXTER INTL INC
COM
071813109
525
6000
SH
SOLE
0
0
6000
PHILIP MORRIS INTL INC
COM
718172109
395
5204
SH
SOLE
0
0
5204
PHILLIPS 66
COM
718546104
320
2900
SH
SOLE
0
0
2900
PIMCO CA MUNICIPAL INCOME FD
COM
72200N106
375
19050
SH
SOLE
0
0
19050
PIMCO CORPORATE & INCOME OPP
COM
72201B101
243
13401
SH
SOLE
0
0
13401
PIMCO ETF TR
ACTIVE BD ETF
72201R775
622
5708
SH
SOLE
0
0
5708
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
18499
181839
SH
SOLE
0
0
181839
PROCTER & GAMBLE CO
COM
742718109
5931
47735
SH
SOLE
0
0
47735
PROSHARES TR
SHORT QQQ NEW
74347B714
2461
88716
SH
SOLE
0
0
88716
REALTY INCOME CORP
COM
756109104
2428
31492
SH
SOLE
0
0
31492
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
203
3350
SH
SOLE
0
0
3350
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1485
5005
SH
SOLE
0
0
5005
SPDR GOLD TRUST
GOLD SHS
78463V107
1570
11289
SH
SOLE
0
0
11289
SPDR SERIES TRUST
NUV HGHYLD MUN
78464A284
303
5110
SH
SOLE
0
0
5110
SPDR SERIES TRUST
S&P INS ETF
78464A789
1399
39708
SH
SOLE
0
0
39708
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
252
936
SH
SOLE
0
0
936
SALESFORCE COM INC
COM
79466L302
380
2557
SH
SOLE
0
0
2557
THE CHARLES SCHWAB CORPORATI
COM
808513105
768
18468
SH
SOLE
0
0
18468
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
283
3140
SH
SOLE
0
0
3140
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
240
8579
SH
SOLE
0
0
8579
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
3218
49709
SH
SOLE
0
0
49709
SEMPRA ENERGY
COM
816851109
516
3502
SH
SOLE
0
0
3502
SERVICE CORP INTL
COM
817565104
2193
46204
SH
SOLE
0
0
46204
SNAP INC
CL A
83304A106
567
35860
SH
SOLE
0
0
35860
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3060
14681
SH
SOLE
0
0
14681
STARBUCKS CORP
COM
855244109
5107
57985
SH
SOLE
0
0
57985
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
250
1998
SH
SOLE
0
0
1998
TESLA INC
COM
88160R101
317
1288
SH
SOLE
0
0
1288
THERMO FISHER SCIENTIFIC INC
COM
883556102
2317
7953
SH
SOLE
0
0
7953
3M CO
COM
88579Y101
682
4145
SH
SOLE
0
0
4145
ULTA BEAUTY INC
COM
90384S303
459
1834
SH
SOLE
0
0
1834
UNITED RENTALS INC
COM
911363109
731
5857
SH
SOLE
0
0
5857
UNITED TECHNOLOGIES CORP
COM
913017109
434
3181
SH
SOLE
0
0
3181
UNITEDHEALTH GROUP INC
COM
91324P102
2053
9324
SH
SOLE
0
0
9324
UNIVERSAL DISPLAY CORP
COM
91347P105
302
1800
SH
SOLE
0
0
1800
VANECK VECTORS ETF TR
FALLEN ANGEL HG
92189F437
445
15175
SH
SOLE
0
0
15175
VANGUARD WORLD FD
EXTENDED DUR
921910709
580
4105
SH
SOLE
0
0
4105
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
305
1106
SH
SOLE
0
0
1106
VANGUARD INDEX FDS
GROWTH ETF
922908736
32297
193817
SH
SOLE
0
0
193817
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
273
1808
SH
SOLE
0
0
1808
VERIZON COMMUNICATIONS INC
COM
92343V104
780
12926
SH
SOLE
0
0
12926
VISA INC
COM CL A
92826C839
6852
39729
SH
SOLE
0
0
39729
WALMART INC
COM
931142103
1352
11394
SH
SOLE
0
0
11394
WELLS FARGO CO NEW
COM
949746101
1025
20161
SH
SOLE
0
0
20161
BOEING CO
COM
097023105
2323
6208
SH
SOLE
0
0
6208
WISDOMTREE TR
HEDGED HI YLD BD
97717W430
426
18500
SH
SOLE
0
0
18500
ZOETIS INC
CL A
98978V103
1092
8766
SH
SOLE
0
0
8766
JOHNSON CTLS INTL PLC
SHS
G51502105
776
17684
SH
SOLE
0
0
17684
KORNIT DIGITAL LTD
SHS
M6372Q113
1093
35442
SH
SOLE
0
0
35442