Senior Managing Director

0001398344-22-021516.txt : 20221107 0001398344-22-021516.hdr.sgml : 20221107 20221107121045 ACCESSION NUMBER: 0001398344-22-021516 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221107 DATE AS OF CHANGE: 20221107 EFFECTIVENESS DATE: 20221107 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: 221364471 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 09-30-2022 09-30-2022 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 10-28-2022 0 168 470614 INFORMATION TABLE 2 fp0080514-1_13fhr-table.xml 13F INFORMATION TABLE ABBVIE INC COM 00287Y109 2294 17090 SH SOLE 17090 0 0 ACTIVISION BLIZZARD INC COM 00507V109 410 5518 SH SOLE 5518 0 0 ALLSTATE CORP COM 020002101 1249 9960 SH SOLE 9960 0 0 ALPHABET INC CAP STK CL A 02079K305 10278 107456 SH SOLE 107456 0 0 ALPHABET INC CAP STK CL C 02079K107 1738 18076 SH SOLE 18076 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 1655 45273 SH SOLE 45273 0 0 ALTRIA GROUP INC COM 02209S103 700 16957 SH SOLE 16957 0 0 AMAZON COM INC COM 023135106 3944 34904 SH SOLE 34904 0 0 AMER STATES WTR CO COM 029899101 1327 17028 SH SOLE 17028 0 0 AMEREN CORP COM 023608102 363 4508 SH SOLE 4508 0 0 AMERICAN EXPRESS CO COM 025816109 239 1775 SH SOLE 1775 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 3969 30490 SH SOLE 30490 0 0 AMGEN INC COM 031162100 1025 4547 SH SOLE 4547 0 0 APPLE INC COM 037833100 80163 580049 SH SOLE 580049 0 0 AT&T INC COM 00206R102 154 10039 SH SOLE 10039 0 0 AUTONATION INC COM 05329W102 4365 42847 SH SOLE 42847 0 0 AUTOZONE INC COM 053332102 3502 1635 SH SOLE 1635 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3290 12321 SH SOLE 12321 0 0 BIOMERICA INC COM NEW 09061H307 39 10000 SH SOLE 10000 0 0 BK OF AMERICA CORP COM 060505104 1625 53821 SH SOLE 53821 0 0 BLACKROCK MUNIHLDNGS CALI QL COM 09254L107 220 20389 SH SOLE 20389 0 0 BOEING CO COM 097023105 2383 19680 SH SOLE 19680 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1075 15118 SH SOLE 15118 0 0 CATERPILLAR INC COM 149123101 467 2847 SH SOLE 2847 0 0 CHEVRON CORP NEW COM 166764100 2556 17789 SH SOLE 17789 0 0 CHURCH & DWIGHT CO INC COM 171340102 755 10567 SH SOLE 10567 0 0 CIGNA CORP NEW COM 125523100 228 821 SH SOLE 821 0 0 CITIGROUP INC COM NEW 172967424 823 19760 SH SOLE 19760 0 0 CLOROX CO DEL COM 189054109 1332 10378 SH SOLE 10378 0 0 CME GROUP INC COM 12572Q105 1966 11098 SH 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CO COM 46625H100 2479 23726 SH SOLE 23726 0 0 KELLOGG CO COM 487836108 231 3319 SH SOLE 3319 0 0 KENNEDY-WILSON HOLDINGS INC COM 489398107 299 19041 SH SOLE 19041 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 2530 12175 SH SOLE 12175 0 0 LILLY ELI & CO COM 532457108 384 1188 SH SOLE 1188 0 0 LYFT INC CL A COM 55087P104 433 32881 SH SOLE 32881 0 0 MARVELL TECHNOLOGY INC COM 573874104 358 8350 SH SOLE 8350 0 0 MASTERCARD INCORPORATED CL A 57636Q104 843 2965 SH SOLE 2965 0 0 MCCORMICK & CO INC COM NON VTG 579780206 410 5755 SH SOLE 5755 0 0 MCDONALDS CORP COM 580135101 1230 5333 SH SOLE 5333 0 0 MERCK & CO INC COM 58933Y105 2006 23127 SH SOLE 23127 0 0 META PLATFORMS INC CL A 30303M102 2757 20318 SH SOLE 20318 0 0 MGM RESORTS INTERNATIONAL COM 552953101 575 19361 SH SOLE 19361 0 0 MICROSOFT CORP COM 594918104 12033 51666 SH SOLE 51666 0 0 MORGAN STANLEY COM NEW 617446448 1994 25240 SH SOLE 25240 0 0 MOSAIC CO NEW COM 61945C103 2576 53310 SH SOLE 53310 0 0 NETFLIX INC COM 64110L106 427 1812 SH SOLE 1812 0 0 NEXTERA ENERGY INC COM 65339F101 3716 47389 SH SOLE 47389 0 0 NIKE INC CL B 654106103 808 9691 SH SOLE 9691 0 0 NOKIA CORP SPONSORED ADR 654902204 66 15500 SH SOLE 15500 0 0 NORTHROP GRUMMAN CORP COM 666807102 424 902 SH SOLE 902 0 0 NUVEEN CALIFORNIA MUNI VLU F COM STK 67062C107 89 10721 SH SOLE 10721 0 0 NVIDIA CORPORATION COM 67066G104 2222 18303 SH SOLE 18303 0 0 OATLY GROUP AB SPONSORED ADS 67421J108 113 42977 SH SOLE 42977 0 0 OLIN CORP COM PAR $1 680665205 666 15540 SH SOLE 15540 0 0 ORACLE CORP COM 68389X105 400 6543 SH SOLE 6543 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 90 11073 SH SOLE 11073 0 0 PALO ALTO NETWORKS INC COM 697435105 5209 31803 SH SOLE 31803 0 0 PAYCOM SOFTWARE INC COM 70432V102 209 634 SH SOLE 634 0 0 PAYPAL HLDGS INC COM 70450Y103 849 9867 SH SOLE 9867 0 0 PHILIP MORRIS INTL INC COM 718172109 356 4220 SH SOLE 4220 0 0 PHILLIPS 66 COM 718546104 248 3071 SH SOLE 3071 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1909 19315 SH SOLE 19315 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 1758 19593 SH SOLE 19593 0 0 PLANET LABS PBC COM CL A 72703X106 91 16753 SH SOLE 16753 0 0 PROCTER AND GAMBLE CO COM 742718109 992 7861 SH SOLE 7861 0 0 PROSHARES TR SHORT S&P 500 NE 74347B425 9153 529680 SH SOLE 529680 0 0 PROSHARES TR SHORT QQQ NEW 74347B714 10144 679899 SH SOLE 679899 0 0 PUBLIC STORAGE COM 74460D109 1642 5609 SH SOLE 5609 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 271 3306 SH SOLE 3306 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 241 7316 SH SOLE 7316 0 0 ROCKET COS INC COM CL A 77311W101 571 90377 SH SOLE 90377 0 0 SANDY SPRING BANCORP INC COM 800363103 259 7350 SH SOLE 7350 0 0 SCHWAB CHARLES CORP COM 808513105 842 11720 SH SOLE 11720 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2580 46236 SH SOLE 46236 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 287 2367 SH SOLE 2367 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3241 49473 SH SOLE 49473 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1422 19744 SH SOLE 19744 0 0 SEMPRA COM 816851109 485 3208 SH SOLE 3208 0 0 SERVICE CORP INTL COM 817565104 1983 34346 SH SOLE 34346 0 0 SNAP INC CL A 83304A106 211 21505 SH SOLE 21505 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 235 817 SH SOLE 817 0 0 SPDR GOLD TR GOLD SHS 78463V107 3067 19832 SH SOLE 19832 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1757 4901 SH SOLE 4901 0 0 SPDR SER TR NUVEEN BLOOMBERG 78464A284 245 5110 SH SOLE 5110 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 576 12500 SH SOLE 12500 0 0 STARBUCKS CORP COM 855244109 3744 44440 SH SOLE 44440 0 0 TARGET CORP COM 87612E106 2319 15629 SH SOLE 15629 0 0 TESLA INC COM 88160R101 3457 13034 SH SOLE 13034 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 3904 7694 SH SOLE 7694 0 0 UNITEDHEALTH GROUP INC COM 91324P102 348 690 SH SOLE 690 0 0 US BANCORP DEL COM NEW 902973304 804 19703 SH SOLE 19703 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 672 27853 SH SOLE 27853 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 848 11328 SH SOLE 11328 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 35238 164702 SH SOLE 164702 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 466 2596 SH SOLE 2596 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 216 655 SH SOLE 655 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3744 102616 SH SOLE 102616 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 42743 450495 SH SOLE 450495 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 659 2939 SH SOLE 2939 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 4343 14099 SH SOLE 14099 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 361 9514 SH SOLE 9514 0 0 VISA INC COM CL A 92826C839 5779 32530 SH SOLE 32530 0 0 WALMART INC COM 931142103 1410 10872 SH SOLE 10872 0 0 WELLS FARGO CO NEW COM 949746101 411 10217 SH SOLE 10217 0 0 WISDOMTREE TR HEDGED HI YLD BD 97717W430 423 21000 SH SOLE 21000 0 0 ZOETIS INC CL A 98978V103 1746 11771 SH SOLE 11771 0 0