Avoid Fraud, Get The Facts, And Find The Best
Legal Name: HCR WEALTH ADVISORS
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 25, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
Apple Inc (037833100)
|
238,851 |
$47,274k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
370,805 |
$32,401k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
195,511 |
$31,945k |
|
|
PIMCO ETF TR (72201R833)
|
175,761 |
$17,884k |
|
|
ProShares Trust Short S&P500 (74347B425)
|
333,670 |
$8,879k |
|
|
MICROSOFT CORP (594918104)
|
59,274 |
$7,940k |
|
|
VISA INC COM CL A (92826C839)
|
39,371 |
$6,833k |
|
|
PROCTER & GAMBLE CO (742718109)
|
50,480 |
$5,535k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
47,792 |
$5,343k |
|
|
STARBUCKS CORP (855244109)
|
57,556 |
$4,824k |
|
|
Facebook Inc (30303M102)
|
23,796 |
$4,593k |
|
|
DISNEY WALT CO (254687106)
|
29,224 |
$4,080k |
|
|
Chevron Corp (166764100)
|
31,921 |
$3,973k |
|
|
Amazon.com Inc (023135106)
|
2,090 |
$3,958k |
|
|
ISHARES TR (464288687)
|
104,431 |
$3,848k |
|
|
AMERICAN WTR WKS CO (030420103)
|
31,790 |
$3,688k |
|
|
JPMORGAN CHASE & CO (46625H365)
|
140,981 |
$3,540k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
15,785 |
$3,365k |
|
|
Exxon Mobil Corp (30231G102)
|
43,424 |
$3,328k |
|
|
NEXTERA ENERGY INC (65339F101)
|
16,068 |
$3,292k |
|
|
COSTCO WHSL CORP (22160K105)
|
11,654 |
$3,080k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
44,372 |
$2,646k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
23,065 |
$2,538k |
|
|
JOHNSON & JOHNSON (478160104)
|
17,634 |
$2,456k |
|
|
ISHARES TR 20 YR TR BD ETF (464287432)
|
18,421 |
$2,447k |
|
|
PROSHARES TR (74347B714)
|
82,927 |
$2,339k |
|
|
Bank of America Corp. (060505104)
|
80,606 |
$2,338k |
|
|
Boeing Co/The (097023105)
|
6,131 |
$2,232k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
7,594 |
$2,230k |
|
|
INTEL CORP (458140100)
|
45,144 |
$2,161k |
|
|
SERVICE CORP INTL (817565104)
|
44,301 |
$2,072k |
|
|
MERCK & CO INC (58933Y105)
|
24,288 |
$2,037k |
|
|
REALTY INCOME CORP (756109104)
|
28,132 |
$1,940k |
|
|
HONEYWELL INTL INC (438516106)
|
11,027 |
$1,925k |
|
|
Alphabet Inc (02079K107)
|
1,775 |
$1,919k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
7,696 |
$1,878k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
6,309 |
$1,848k |
|
|
CME GROUP INC (12572Q105)
|
9,308 |
$1,807k |
|
|
ConocoPhillips (20825C104)
|
29,483 |
$1,798k |
|
|
CLOROX CO (189054109)
|
11,672 |
$1,787k |
|
|
HOME DEPOT INC (437076102)
|
7,753 |
$1,612k |
|
|
AMERICAN STS WTR CO (029899101)
|
21,344 |
$1,606k |
|
|
Netflix Inc (64110L106)
|
4,100 |
$1,506k |
|
|
ISHARES U (464287739)
|
17,008 |
$1,485k |
|
|
FIRST TR EXCHANGE-TRADED FD (33739E108)
|
75,887 |
$1,471k |
|
|
AT&T INC (00206R102)
|
42,396 |
$1,421k |
|
|
ECOLAB INC (278865100)
|
7,195 |
$1,421k |
|
|
SPDR SERIES TRUST (78464A789)
|
41,553 |
$1,412k |
|
|
CORESITE REALTY CORP (21870Q105)
|
12,222 |
$1,408k |
|
|
MCDONALDS CORP (580135101)
|
6,451 |
$1,340k |
|
|
ALLSTATE CORP (020002101)
|
12,702 |
$1,292k |
|
|
Intercontinental Exchange Inc (45866F104)
|
14,559 |
$1,251k |
|
|
WALMART INC COM (931142103)
|
11,225 |
$1,240k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
9,299 |
$1,239k |
|
|
PALO ALTO NETWORKS (697435105)
|
6,060 |
$1,235k |
|
|
NIKE INC (654106103)
|
13,980 |
$1,174k |
|
|
CONSTELLATION BRANDS (21036P108)
|
5,755 |
$1,133k |
|
|
Bristol-Myers Squibb Co (110122108)
|
24,771 |
$1,123k |
|
|
AMGEN INC (031162100)
|
6,000 |
$1,105k |
|
|
3M CO (88579Y101)
|
6,370 |
$1,104k |
|
|
ISHARES (464287168)
|
11,028 |
$1,098k |
|
|
ALTRIA GROUP INC (02209S103)
|
22,238 |
$1,053k |
|
|
KORNIT DIGITAL LTD ORD ILS0.01 (M6372Q113)
|
33,115 |
$1,048k |
|
|
BP PLC (055622104)
|
24,536 |
$1,023k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
17,778 |
$1,016k |
|
|
ISHARES TR (464288356)
|
16,230 |
$984k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
5,748 |
$974k |
|
|
SPDR DOW JONES INDL (78467X109)
|
3,624 |
$964k |
|
|
ETF MANAGERS TR (26924G813)
|
36,377 |
$958k |
|
|
MORGAN STANLEY (617446448)
|
21,809 |
$955k |
|
|
PFIZER INC (717081103)
|
21,483 |
$931k |
|
|
QUALCOMM INC (747525103)
|
12,232 |
$930k |
|
|
CITIGROUP INC (172967424)
|
13,160 |
$922k |
|
|
ZOETIS INC (98978V103)
|
8,059 |
$915k |
|
|
CHURCH & DWIGHT INC (171340102)
|
12,340 |
$902k |
|
|
ISHARES TR U.S. TECH ETF (464287721)
|
4,383 |
$867k |
|
|
FIRST TR EXCHANGE TRADED FD (33738R605)
|
28,045 |
$853k |
|
|
US BANCORP DEL (902973304)
|
15,523 |
$813k |
|
|
WELLS FARGO CO NEW (949746101)
|
16,616 |
$786k |
|
|
INTL BUSINESS MCHN (459200101)
|
5,492 |
$757k |
|
|
JOHNSON CONTROLS INT (G51502105)
|
18,066 |
$746k |
|
|
BLACKROCK MUNIYIELD CALIF FD (09254M105)
|
52,367 |
$735k |
|
|
ALPHABET INC (02079K305)
|
644 |
$697k |
|
|
Caterpillar Inc (149123101)
|
4,839 |
$660k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
6,645 |
$628k |
|
|
UNITED RENTALS INC (911363109)
|
4,664 |
$619k |
|
|
PIMCO ETF TR (72201R775)
|
5,675 |
$610k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
4,697 |
$598k |
|
|
ULTA BEAUTY INC (90384S303)
|
1,657 |
$575k |
|
|
PEPSICO INC (713448108)
|
4,313 |
$566k |
|
|
ADVISORSHARES TR (00768Y883)
|
87,542 |
$559k |
|
|
ISHARES (464287242)
|
4,496 |
$559k |
|
|
DOUBLELINE INCOME (258622109)
|
27,707 |
$553k |
|
|
MGM RESORTS INTERNATIONAL (552953101)
|
19,000 |
$543k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
7,952 |
$530k |
|
|
BAXTER INTL INC (071813109)
|
6,262 |
$513k |
|
|
SNAP INC (83304A106)
|
33,210 |
$475k |
|
|
SEMPRA ENERGY (816851109)
|
3,415 |
$469k |
|
|
Charles Schwab Corp/The (808513105)
|
11,656 |
$468k |
|
|
Ball Corp. (058498106)
|
6,585 |
$461k |
|
|
NVIDIA Corp (67066G104)
|
2,727 |
$448k |
|
|
ISHARES TR US HLTHCARE ETF (464287762)
|
2,294 |
$448k |
|
|
VANECK VECTORS ETF TR (92189F437)
|
15,000 |
$440k |
|
|
UNITED TECHNOLOGIES (913017109)
|
3,373 |
$439k |
|
|
WISDOMTREE TR (97717W430)
|
18,500 |
$431k |
|
|
AMEREN CORPORATION (023608102)
|
5,717 |
$429k |
|
|
COGNIZANT TECH SOLNS (192446102)
|
6,755 |
$428k |
|
|
PHILIP MORRIS INTL (718172109)
|
5,386 |
$423k |
|
|
MASTERCARD INC (57636Q104)
|
1,584 |
$419k |
|
|
EPAM SYS INC COM USD0.001 (29414B104)
|
2,368 |
$410k |
|
|
WISDOMTREE TR (97717W406)
|
4,650 |
$399k |
|
|
NUVEEN CALIF MUN VALUE FD (67062C107)
|
39,247 |
$396k |
|
|
salesforce.com Inc (79466L302)
|
2,557 |
$388k |
|
|
COCA-COLA CO (191216100)
|
7,241 |
$369k |
|
|
PIMCO CA MUNICIPAL INCOME FD (72200N106)
|
19,050 |
$356k |
|
|
AUTOLIV INC (052800109)
|
10,467 |
$356k |
|
|
UNIVERSAL DISPLAY CP (91347P105)
|
1,800 |
$339k |
|
|
American Express Co. (025816109)
|
2,737 |
$338k |
|
|
KENNEDY-WILSON HLDS (489398107)
|
16,449 |
$338k |
|
|
PayPal Holdings Inc (70450Y103)
|
2,848 |
$326k |
|
|
EOG Resources Inc (26875P101)
|
3,493 |
$325k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
3,440 |
$319k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
11,248 |
$310k |
|
|
Tesla Inc (88160R101)
|
1,362 |
$304k |
|
|
GENERAL ELECTRIC CO (369604103)
|
29,004 |
$304k |
|
|
SPDR SERIES TRUST (78464A284)
|
5,110 |
$299k |
|
|
TAKE-TWO INTERACTIVE (874054109)
|
2,492 |
$283k |
|
|
INTUITIVE SURGIC INC (46120E602)
|
532 |
$279k |
|
|
MCCORMICK & CO INC (579780206)
|
1,781 |
$276k |
|
|
VOYA PRIME RATE TR (92913A100)
|
57,748 |
$275k |
|
|
BRITISH AMER TOB PLC (110448107)
|
7,773 |
$271k |
|
|
ANTHEM INC (036752103)
|
948 |
$268k |
|
|
CONSOLDTD EDISON INC (209115104)
|
3,061 |
$268k |
|
|
NORTHROP GRUMMAN CO (666807102)
|
784 |
$253k |
|
|
DISCOVER FINL SVCS (254709108)
|
3,214 |
$249k |
|
|
ISHARES TR US AER DEF ETF (464288760)
|
1,388 |
$249k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
3,841 |
$245k |
|
|
Schlumberger Ltd (806857108)
|
6,126 |
$243k |
|
|
ISHARES TR (464287176)
|
2,102 |
$243k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
1,552 |
$241k |
|
|
ROYAL DUTCH SHELL (780259107)
|
3,350 |
$220k |
|
|
ETF MANAGERS TRUST (26924G508)
|
6,893 |
$218k |
|
|
IDEXX LABS INC (45168D104)
|
790 |
$218k |
|
|
DOMINION ENERGY INC (25746U109)
|
2,762 |
$214k |
|
|
BlackRock, Inc. (09247X101)
|
453 |
$213k |
|
|
AFLAC INC (001055102)
|
3,877 |
$212k |
|
|
ISHARES TR (464287788)
|
1,650 |
$207k |
|
|
CISCO SYSTEMS INC (17275R102)
|
3,668 |
$201k |
|
|
VECTOR GROUP LTD (92240M108)
|
20,342 |
$198k |
|
|
KEYCORP (493267108)
|
10,239 |
$182k |
|
|
SIRIUS XM HLDG (82968B103)
|
14,200 |
$79k |
|
|
NOKIA CORP (654902204)
|
15,405 |
$77k |
|
|
ORACLE CORP (68389X105)
|
84,851 |
$7k |
|
|
SPDR SERIES TRUST (78464A292)
|
2,093,000 |
$4k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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