Senior Managing Director

0001398344-19-001670.txt : 20190131 0001398344-19-001670.hdr.sgml : 20190131 20190131123316 ACCESSION NUMBER: 0001398344-19-001670 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190131 DATE AS OF CHANGE: 20190131 EFFECTIVENESS DATE: 20190131 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: 19554542 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 12-31-2018 12-31-2018 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 01-30-2019 0 161 309540 INFORMATION TABLE 2 fp0038675_13fhr-table.xml 13F INFORMATION TABLE FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF 33738R605 674 26700 SH SOLE 0 0 26700 3M CO COM 88579Y101 1451 7615 SH SOLE 0 0 7615 AT&T INC COM 00206R102 786 27532 SH SOLE 0 0 27532 ABBVIE INC COM 00287Y109 295 3409 SH SOLE 0 0 3409 ACTIVISION BLIZZARD INC COM 00507V109 205 4408 SH SOLE 0 0 4408 ADVISORSHARES TR RANGER EQUITY BE 00768Y883 634 75217 SH SOLE 0 0 75217 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 789 12759 SH SOLE 0 0 12759 ALLSTATE CORP COM 020002101 1050 12702 SH SOLE 0 0 12702 AMAZON COM INC COM 023135106 2681 1785 SH SOLE 0 0 1785 AMEREN CORP COM 023608102 549 8417 SH SOLE 0 0 8417 AMERICAN EXPRESS CO COM 025816109 207 2176 SH SOLE 0 0 2176 AMERICAN STS WTR CO COM 029899101 1476 22010 SH SOLE 0 0 22010 AMERICAN WTR WKS CO INC NEW COM 030420103 3064 33756 SH SOLE 0 0 33756 AMGEN INC COM 031162100 1055 5419 SH SOLE 0 0 5419 APPLE INC COM 037833100 29590 187589 SH SOLE 0 0 187589 AUTOLIV INC COM 052800109 341 10683 SH SOLE 0 0 10683 BALL CORP COM 058498106 414 9024 SH SOLE 0 0 9024 BANK AMER CORP COM 060505104 1753 71649 SH SOLE 0 0 71649 BAXTER INTL INC COM 071813109 395 6300 SH SOLE 0 0 6300 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3081 15089 SH SOLE 0 0 15089 BOEING CO COM 097023105 1841 5710 SH SOLE 0 0 5710 BP PLC SPONSORED ADR 055622104 896 23636 SH SOLE 0 0 23636 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 330 10348 SH SOLE 0 0 10348 BRISTOL MYERS SQUIBB CO COM 110122108 2188 42085 SH SOLE 0 0 42085 CSX CORP COM 126408103 203 3260 SH SOLE 0 0 3260 CVS HEALTH CORP COM 126650100 253 3878 SH SOLE 0 0 3878 CELGENE CORP COM 151020104 596 9304 SH SOLE 0 0 9304 CHEVRON CORP NEW COM 166764100 3666 33696 SH SOLE 0 0 33696 CHIPOTLE MEXICAN GRILL INC COM 169656105 397 920 SH SOLE 0 0 920 CATERPILLAR INC DEL COM 149123101 518 4072 SH SOLE 0 0 4072 CHURCH & DWIGHT INC COM 171340102 814 12385 SH SOLE 0 0 12385 CITIGROUP INC COM NEW 172967424 1040 19984 SH SOLE 0 0 19984 CLOROX CO DEL COM 189054109 1781 11555 SH SOLE 0 0 11555 CME GROUP INC COM CL A 12572Q105 1932 10268 SH SOLE 0 0 10268 COCA COLA CO COM 191216100 310 6551 SH SOLE 0 0 6551 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 862 13585 SH SOLE 0 0 13585 CONOCOPHILLIPS COM 20825C104 1954 31342 SH SOLE 0 0 31342 CONSOLIDATED EDISON INC COM 209115104 211 2754 SH SOLE 0 0 2754 CONSTELLATION BRANDS INC CL A 21036P108 987 6135 SH SOLE 0 0 6135 COSTCO WHSL CORP NEW COM 22160K105 2192 10762 SH SOLE 0 0 10762 DISNEY WALT CO COM DISNEY 254687106 2967 27061 SH SOLE 0 0 27061 DOUBLELINE INCOME SOLUTIONS COM 258622109 705 40665 SH SOLE 0 0 40665 ECOLAB INC COM 278865100 1395 9465 SH SOLE 0 0 9465 EMERSON ELEC CO COM 291011104 599 10132 SH SOLE 0 0 10132 EOG RES INC COM 26875P101 389 5339 SH SOLE 0 0 5339 EPAM SYS INC COM 29414B104 676 5829 SH SOLE 0 0 5829 ETF MANAGERS TR 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COM 446150104 203 17043 SH SOLE 0 0 17043 IMPERVA INC COM 45321L100 529 9500 SH SOLE 0 0 9500 INTEL CORP COM 458140100 1562 33281 SH SOLE 0 0 33281 INTERNATIONAL BUSINESS MACHS COM 459200101 377 3417 SH SOLE 0 0 3417 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1226 16271 SH SOLE 0 0 16271 INTUITIVE SURGICAL INC COM NEW 46120E602 275 575 SH SOLE 0 0 575 ISHARES TR BARCLAYS 7 10 YR 464287440 981 9416 SH SOLE 0 0 9416 ISHARES TR CALIF MUN BD ETF 464288356 1054 18040 SH SOLE 0 0 18040 ISHARES TR TRANS AVG ETF 464287192 309 1875 SH SOLE 0 0 1875 ISHARES TR IBOXX INV CP ETF 464287242 502 4449 SH SOLE 0 0 4449 ISHARES TR RUS 1000 VAL ETF 464287598 254 2286 SH SOLE 0 0 2286 ISHARES TR CORE S&P TTL STK 464287150 365 6422 SH SOLE 0 0 6422 ISHARES TR U.S. FINLS ETF 464287788 307 2885 SH SOLE 0 0 2885 ISHARES TR U.S. REAL ES ETF 464287739 1018 13583 SH SOLE 0 0 13583 ISHARES TR CORE HIGH DV ETF 46429B663 841 9970 SH SOLE 0 0 9970 ISHARES TR NASDAQ BIOTECH 464287556 627 6503 SH SOLE 0 0 6503 ISHARES TR RUS 1000 GRW ETF 464287614 622 4748 SH SOLE 0 0 4748 ISHARES TR SELECT DIVID ETF 464287168 450 5035 SH SOLE 0 0 5035 ISHARES TR U.S. TECH ETF 464287721 930 5812 SH SOLE 0 0 5812 ISHARES TR US HLTHCR PR ETF 464288828 591 3714 SH SOLE 0 0 3714 ISHARES TR US AER DEF ETF 464288760 1120 156738 SH SOLE 0 0 156738 JOHNSON & JOHNSON COM 478160104 1775 13756 SH SOLE 0 0 13756 JOHNSON CTLS INTL PLC SHS G51502105 533 17984 SH SOLE 0 0 17984 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 2859 128102 SH SOLE 0 0 128102 KENNEDY-WILSON HLDGS INC COM 489398107 276 15165 SH SOLE 0 0 15165 KEYCORP NEW COM 493267108 148 10000 SH SOLE 0 0 10000 MASTERCARD INCORPORATED CL A 57636Q104 220 1164 SH SOLE 0 0 1164 MCCORMICK & CO INC COM NON VTG 579780206 261 1871 SH SOLE 0 0 1871 MCDONALDS CORP COM 580135101 972 5474 SH SOLE 0 0 5474 MERCK & CO INC COM 58933Y105 1682 22016 SH SOLE 0 0 22016 METHANEX CORP COM 59151K108 411 8535 SH SOLE 0 0 8535 MGM RESORTS INTERNATIONAL COM 552953101 462 19040 SH SOLE 0 0 19040 MICROSOFT CORP COM 594918104 4657 45853 SH SOLE 0 0 45853 JPMORGAN CHASE & CO COM 46625H100 4801 49183 SH SOLE 0 0 49183 MORGAN STANLEY COM NEW 617446448 1459 36799 SH SOLE 0 0 36799 NETFLIX INC COM 64110L106 911 8203 SH SOLE 0 0 8203 NEW GOLD INC CDA COM 644535106 0 11200 SH SOLE 0 0 11200 FIRST TR INTER DUR PFD & IN COM 33718W103 2634 15154 SH SOLE 0 0 15154 NIKE INC CL B 654106103 1164 15703 SH SOLE 0 0 15703 NOKIA CORP SPONSORED ADR 654902204 187 32068 SH SOLE 0 0 32068 NORTHROP GRUMMAN CORP COM 666807102 227 926 SH SOLE 0 0 926 NOVAGOLD RES INC COM NEW 66987E206 91 23000 SH SOLE 0 0 23000 NUVEEN CALIF MUN VALUE FD COM 67062C107 98 10744 SH SOLE 0 0 10744 NVIDIA CORP COM 67066G104 433 3243 SH SOLE 0 0 3243 ORACLE CORP COM 68389X105 439 94908 SH SOLE 0 0 94908 PALO ALTO NETWORKS INC COM 697435105 1151 6110 SH SOLE 0 0 6110 PAYPAL HLDGS INC COM 70450Y103 210 2498 SH SOLE 0 0 2498 PEPSICO INC COM 713448108 434 3932 SH SOLE 0 0 3932 PFIZER INC COM 717081103 793 18171 SH SOLE 0 0 18171 ALTRIA GROUP INC COM 02209S103 1295 26215 SH SOLE 0 0 26215 PHILIP MORRIS INTL INC COM 718172109 395 5915 SH SOLE 0 0 5915 PHILLIPS 66 COM 718546104 223 2590 SH SOLE 0 0 2590 ISHARES TR S&P US PFD STK 464288687 2518 75606 SH SOLE 0 0 75606 PIMCO CA MUNICIPAL INCOME FD COM 72200N106 248 15350 SH SOLE 0 0 15350 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1602 15871 SH SOLE 0 0 15871 PIMCO ETF TR ACTIVE BD ETF 72201R775 587 5707 SH SOLE 0 0 5707 PROCTER AND GAMBLE CO COM 742718109 4560 49610 SH SOLE 0 0 49610 PROSHARES TR SHORT S&P 500 NE 74347B425 3275 104531 SH SOLE 0 0 104531 REALTY INCOME CORP COM 756109104 1854 29402 SH SOLE 0 0 29402 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 201 3350 SH SOLE 0 0 3350 SPDR S&P 500 ETF TR TR UNIT 78462F103 1119 4478 SH SOLE 0 0 4478 SALESFORCE COM INC COM 79466L302 345 2517 SH SOLE 0 0 2517 SCHLUMBERGER LTD COM 806857108 254 7035 SH SOLE 0 0 7035 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2218 32305 SH SOLE 0 0 32305 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 718 30154 SH SOLE 0 0 30154 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 324 3745 SH SOLE 0 0 3745 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2140 40437 SH SOLE 0 0 40437 SEMPRA ENERGY COM 816851109 367 3389 SH SOLE 0 0 3389 SERVICE CORP INTL COM 817565104 1738 43179 SH SOLE 0 0 43179 SIRIUS XM HLDGS INC COM 82968B103 73 12700 SH SOLE 0 0 12700 SPDR GOLD TRUST GOLD SHS 78463V107 986 9174 SH SOLE 0 0 9174 SPDR SERIES TRUST NUV HGHYLD MUN 78464A284 298 5310 SH SOLE 0 0 5310 SPDR SERIES TRUST S&P INS ETF 78464A789 1361 47968 SH SOLE 0 0 47968 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 462 17404 SH SOLE 0 0 17404 SPDR SERIES TRUST S&P REGL BKG 78464A698 1316 28117 SH SOLE 0 0 28117 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 9 2093150 SH SOLE 0 0 2093150 STARBUCKS CORP COM 855244109 3848 59744 SH SOLE 0 0 59744 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 277 2692 SH SOLE 0 0 2692 TESLA INC COM 88160R101 427 1283 SH SOLE 0 0 1283 SCHWAB CHARLES CORP NEW COM 808513105 1446 34819 SH SOLE 0 0 34819 THERMO FISHER SCIENTIFIC INC COM 883556102 1760 7866 SH SOLE 0 0 7866 ISHARES TR 20 YR TR BD ETF 464287432 3538 29156 SH SOLE 0 0 29156 US BANCORP DEL COM NEW 902973304 1303 28504 SH SOLE 0 0 28504 ULTA BEAUTY INC COM 90384S303 360 1472 SH SOLE 0 0 1472 UNITED RENTALS INC COM 911363109 514 5015 SH SOLE 0 0 5015 UNITED TECHNOLOGIES CORP COM 913017109 540 5108 SH SOLE 0 0 5108 UNITEDHEALTH GROUP INC COM 91324P102 1536 6717 SH SOLE 0 0 6717 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 405 15170 SH SOLE 0 0 15170 VANGUARD INDEX FDS GROWTH ETF 922908736 37354 278080 SH SOLE 0 0 278080 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 35824 459338 SH SOLE 0 0 459338 VECTOR GROUP LTD COM 92240M108 230 23673 SH SOLE 0 0 23673 VERIZON COMMUNICATIONS INC COM 92343V104 761 13529 SH SOLE 0 0 13529 VISA INC COM CL A 92826C839 5400 40927 SH SOLE 0 0 40927 VOYA PRIME RATE TR SH BEN INT 92913A100 75 16795 SH SOLE 0 0 16795 WALMART INC COM 931142103 1035 11144 SH SOLE 0 0 11144 WELLS FARGO CO NEW COM 949746101 1857 40306 SH SOLE 0 0 40306 WESTLAKE CHEM CORP COM 960413102 334 5053 SH SOLE 0 0 5053 WISDOMTREE TR HEDGED HI YLD BD 97717W430 415 18500 SH SOLE 0 0 18500 WISDOMTREE TR US MIDCP EARNING 97717W570 12366 360632 SH SOLE 0 0 360632 ZOETIS INC CL A 98978V103 695 8122 SH SOLE 0 0 8122