0001398344-22-008813.txt : 20220506
0001398344-22-008813.hdr.sgml : 20220506
20220504195148
ACCESSION NUMBER: 0001398344-22-008813
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220505
DATE AS OF CHANGE: 20220504
EFFECTIVENESS DATE: 20220505
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: 22893474
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
03-31-2022
03-31-2022
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
05-04-2022
0
187
611818
INFORMATION TABLE
2
fp0075607_13fhr-table.xml
13F INFORMATION TABLE
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SOLE
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0
0
ACTIVISION BLIZZARD INC
COM
00507V109
442
5519
SH
SOLE
5519
0
0
ALLSTATE CORP
COM
020002101
1380
9960
SH
SOLE
9960
0
0
ALPHABET INC
CAP STK CL A
02079K305
15520
5580
SH
SOLE
5580
0
0
ALPHABET INC
CAP STK CL C
02079K107
2494
893
SH
SOLE
893
0
0
ALPS ETF TR
ALERIAN MLP
00162Q452
2024
52847
SH
SOLE
52847
0
0
ALTRIA GROUP INC
COM
02209S103
888
16986
SH
SOLE
16986
0
0
AMAZON COM INC
COM
023135106
5641
1730
SH
SOLE
1730
0
0
AMER STATES WTR CO
COM
029899101
1529
17175
SH
SOLE
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0
0
AMEREN CORP
COM
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503
5363
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5363
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AMERICAN EXPRESS CO
COM
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1775
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0
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COM
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11802
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SOLE
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0
AMERICAN WTR WKS CO INC NEW
COM
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31805
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31805
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0
AMGEN INC
COM
031162100
1100
4547
SH
SOLE
4547
0
0
AMPLIFY ETF TR
BLOCKCHAIN LDR
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8568
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SOLE
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APPLE INC
COM
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ARDELYX INC
COM
039697107
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20000
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SOLE
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ARK ETF TR
INNOVATION ETF
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216
3263
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COM
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COM
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AUTOZONE INC
COM
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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12571
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10000
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BK OF AMERICA CORP
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BLACKROCK MUNIYIELD CALIF FD
COM
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BLACKSTONE GROUP INC
COM
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372
2929
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BOEING CO
COM
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BRISTOL-MYERS SQUIBB CO
COM
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CATERPILLAR INC
COM
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634
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2847
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CHEVRON CORP NEW
COM
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SH
SOLE
18439
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CHURCH & DWIGHT INC
COM
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CITIGROUP INC
COM NEW
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SH
SOLE
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CLOROX CO DEL
COM
189054109
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10737
SH
SOLE
10737
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CME GROUP INC
COM
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COCA COLA CO
COM
191216100
602
9708
SH
SOLE
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CONOCOPHILLIPS
COM
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40842
SH
SOLE
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CONSOLIDATED EDISON INC
COM
209115104
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CONSTELLATION BRANDS INC
CL A
21036P108
2104
9134
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COSTCO WHSL CORP NEW
COM
22160K105
4981
8650
SH
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CSX CORP
COM
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COM
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232
10000
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CVS HEALTH CORP
COM
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COM
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DISNEY WALT CO
COM
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DOUBLELINE INCOME SOLUTIONS
COM
258622109
321
22085
SH
SOLE
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ECOLAB INC
COM
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EDITAS MEDICINE INC
COM
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399
21000
SH
SOLE
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EPAM SYS INC
COM
29414B104
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AI POWERED EQT
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FACEBOOK INC
CL A
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FEDEX CORP
COM
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PFD SECS INC ETF
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MANAGD MUN ETF
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FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
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TCW OPPORTUNIS
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COM
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FREEPORT-MCMORAN INC
CL B
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GENERAL MTRS CO
COM
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
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INTERCONTINENTAL EXCHANGE IN
COM
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COM NEW
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SR LN ETF
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TAXABLE MUN BD
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WATER RES ETF
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U.S. TECH ETF
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MSCI EMG MKT ETF
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NASDAQ BIOTECH
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ISHARES TR
US AER DEF ETF
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SOLE
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CORE US AGGBD ET
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226
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ISHARES TR
IBOXX INV CP ETF
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999
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U.S. REAL ES ETF
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JPMORGAN USD EMG
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673
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ISHARES TR
TIPS BD ETF
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0
ISHARES TR
SELECT DIVID ETF
464287168
584
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ISHARES TR
BARCLAYS 7 10 YR
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ISHARES TR
MSCI USA ESG SLC
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242
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ISHARES TR
S&P 500 GRWT ETF
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451
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SH
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ISHARES TR
CORE S&P TTL STK
464287150
693
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COM
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SOLE
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SHS
G51502105
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SH
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COM
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SH
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24349
0
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KELLOGG CO
COM
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233
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SH
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KENNEDY-WILSON HOLDINGS INC
COM
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464
19041
SH
SOLE
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0
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KEYCORP
COM
493267108
233
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SH
SOLE
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L3HARRIS TECHNOLOGIES INC
COM
502431109
3144
12654
SH
SOLE
12654
0
0
LILLY ELI & CO
COM
532457108
319
1114
SH
SOLE
1114
0
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LYFT INC
CL A COM
55087P104
1089
28371
SH
SOLE
28371
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
1145
3205
SH
SOLE
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MCCORMICK & CO INC
COM NON VTG
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577
5779
SH
SOLE
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0
0
MCDONALDS CORP
COM
580135101
1407
5690
SH
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MERCK & CO. INC
COM
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METHANEX CORP
COM
59151K108
3633
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SH
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MGM RESORTS INTERNATIONAL
COM
552953101
812
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SH
SOLE
19361
0
0
MICROSOFT CORP
COM
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15947
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SH
SOLE
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MONDELEZ INTL INC
CL A
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213
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MOODYS CORP
COM
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206
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SH
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612
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COM NEW
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0
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MOSAIC CO NEW
COM
61945C103
4156
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SH
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NETFLIX INC
COM
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544
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SH
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CL A
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COM
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NIKE INC
CL B
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NOKIA CORP
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COM
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226
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SH
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COM STK
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SH
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NVIDIA CORPORATION
COM
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OLIN CORP
COM PAR $1
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SH
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ORACLE CORP
COM
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550
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SH
SOLE
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0
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PALANTIR TECHNOLOGIES INC
CL A
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152
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0
0
PALO ALTO NETWORKS INC
COM
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6599
10601
SH
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10601
0
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PAYCOM SOFTWARE INC
COM
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220
634
SH
SOLE
634
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PAYPAL HLDGS INC
COM
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1154
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SH
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0
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PFIZER INC
COM
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COM
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395
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PHILLIPS 66
COM
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PIMCO CORPORATE & INCOME OPP
COM
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PIMCO ETF TR
ENHAN SHRT MA AC
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PIMCO ETF TR
ACTIVE BD ETF
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2333
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SOLE
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PROCTER AND GAMBLE CO
COM
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SOLE
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0
0
PUBLIC STORAGE
COM
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RAYTHEON TECHNOLOGIES CORP
COM
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0
0
REGENERON PHARMACEUTICALS
COM
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217
310
SH
SOLE
310
0
0
ROCKET COS INC
COM CL A
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SH
SOLE
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0
0
SALESFORCE COM INC
COM
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248
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SH
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0
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SANDY SPRING BANCORP INC
COM
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SH
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SCHWAB CHARLES CORP
COM
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US LCAP GR ETF
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SELECT SECTOR SPDR TR
SBI HEALTHCARE
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SELECT SECTOR SPDR TR
SBI INT-UTILS
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SELECT SECTOR SPDR TR
ENERGY
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SELECT SECTOR SPDR TR
SBI INT-FINL
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SEMPRA ENERGY
COM
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SERVICE CORP INTL
COM
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SNAP INC
CL A
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UT SER 1
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GOLD SHS
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TR UNIT
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COM
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SH
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54450
0
0
TARGET CORP
COM
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SH
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0
0
TESLA INC
COM
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SH
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THERMO FISHER SCIENTIFIC INC
COM
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SH
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ULTA BEAUTY INC
COM
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820
2060
SH
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0
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UNITED AIRLS HLDGS INC
COM
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232
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SH
SOLE
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UNITED PARCEL SERVICE INC
CL B
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209
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SH
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0
UNITEDHEALTH GROUP INC
COM
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352
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UNIVERSAL DISPLAY CORP
COM
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SH
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US BANCORP DEL
COM NEW
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0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
280
674
SH
SOLE
674
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
5349
115945
SH
SOLE
115945
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
52357
466437
SH
SOLE
466437
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
759
2984
SH
SOLE
2984
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
6642
15948
SH
SOLE
15948
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
482
9459
SH
SOLE
9459
0
0
VISA INC
COM CL A
92826C839
7847
35383
SH
SOLE
35383
0
0
WALMART INC
COM
931142103
1710
11484
SH
SOLE
11484
0
0
WELLS FARGO CO NEW
COM
949746101
517
10671
SH
SOLE
10671
0
0
WESTROCK CO
COM
96145D105
233
4948
SH
SOLE
4948
0
0
WISDOMTREE TR
HEDGED HI YLD BD
97717W430
460
21000
SH
SOLE
21000
0
0
ZOETIS INC
CL A
98978V103
2254
11954
SH
SOLE
11954
0
0