0001398344-19-012428.txt : 20190725
0001398344-19-012428.hdr.sgml : 20190725
20190724181734
ACCESSION NUMBER: 0001398344-19-012428
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190725
DATE AS OF CHANGE: 20190724
EFFECTIVENESS DATE: 20190725
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: 19971976
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
06-30-2019
06-30-2019
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
07-24-2019
0
158
351662
INFORMATION TABLE
2
fp0044102_13fhr-table.xml
13F INFORMATION TABLE
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
33738R605
853
28045
SH
SOLE
0
0
28045
3M CO
COM
88579Y101
1104
6370
SH
SOLE
0
0
6370
AFLAC INC
COM
001055102
212
3877
SH
SOLE
0
0
3877
AT&T INC
COM
00206R102
1421
42396
SH
SOLE
0
0
42396
ADVISORSHARES TR
RANGER EQUITY BE
00768Y883
559
87542
SH
SOLE
0
0
87542
ETF MANAGERS TR
AI POWERED EQT
26924G813
958
36377
SH
SOLE
0
0
36377
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
974
5748
SH
SOLE
0
0
5748
ALLSTATE CORP
COM
020002101
1292
12702
SH
SOLE
0
0
12702
ALTRIA GROUP INC
COM
02209S103
1053
22238
SH
SOLE
0
0
22238
AMAZON COM INC
COM
023135106
3958
2090
SH
SOLE
0
0
2090
AMEREN CORP
COM
023608102
429
5717
SH
SOLE
0
0
5717
AUTOLIV INC
COM
052800109
356
10467
SH
SOLE
0
0
10467
AMERICAN EXPRESS CO
COM
025816109
338
2737
SH
SOLE
0
0
2737
AMERICAN STS WTR CO
COM
029899101
1606
21344
SH
SOLE
0
0
21344
AMERICAN WTR WKS CO INC NEW
COM
030420103
3688
31790
SH
SOLE
0
0
31790
AMGEN INC
COM
031162100
1105
6000
SH
SOLE
0
0
6000
ANTHEM INC
COM
036752103
268
948
SH
SOLE
0
0
948
APPLE INC
COM
037833100
47274
238851
SH
SOLE
0
0
238851
BALL CORP
COM
058498106
461
6585
SH
SOLE
0
0
6585
BANK AMER CORP
COM
060505104
2338
80606
SH
SOLE
0
0
80606
BAXTER INTL INC
COM
071813109
513
6262
SH
SOLE
0
0
6262
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3365
15785
SH
SOLE
0
0
15785
BLACKROCK INC
COM
09247X101
213
453
SH
SOLE
0
0
453
BLACKROCK MUNIYIELD CALIF FD
COM
09254M105
735
52367
SH
SOLE
0
0
52367
BOEING CO
COM
097023105
2232
6131
SH
SOLE
0
0
6131
BP PLC
SPONSORED ADR
055622104
1023
24536
SH
SOLE
0
0
24536
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
271
7773
SH
SOLE
0
0
7773
BRISTOL MYERS SQUIBB CO
COM
110122108
1123
24771
SH
SOLE
0
0
24771
CATERPILLAR INC DEL
COM
149123101
660
4839
SH
SOLE
0
0
4839
CHEVRON CORP NEW
COM
166764100
3973
31921
SH
SOLE
0
0
31921
CME GROUP INC
COM
12572Q105
1807
9308
SH
SOLE
0
0
9308
CHURCH & DWIGHT INC
COM
171340102
902
12340
SH
SOLE
0
0
12340
CISCO SYS INC
COM
17275R102
201
3668
SH
SOLE
0
0
3668
CITIGROUP INC
COM NEW
172967424
922
13160
SH
SOLE
0
0
13160
CLOROX CO DEL
COM
189054109
1787
11672
SH
SOLE
0
0
11672
COCA COLA CO
COM
191216100
369
7241
SH
SOLE
0
0
7241
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
428
6755
SH
SOLE
0
0
6755
CONOCOPHILLIPS
COM
20825C104
1798
29483
SH
SOLE
0
0
29483
CONSOLIDATED EDISON INC
COM
209115104
268
3061
SH
SOLE
0
0
3061
CONSTELLATION BRANDS INC
CL A
21036P108
1133
5755
SH
SOLE
0
0
5755
CORESITE RLTY CORP
COM
21870Q105
1408
12222
SH
SOLE
0
0
12222
COSTCO WHSL CORP NEW
COM
22160K105
3080
11654
SH
SOLE
0
0
11654
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
964
3624
SH
SOLE
0
0
3624
DISCOVER FINL SVCS
COM
254709108
249
3214
SH
SOLE
0
0
3214
DISNEY WALT CO
COM DISNEY
254687106
4080
29224
SH
SOLE
0
0
29224
DOMINION ENERGY INC
COM
25746U109
214
2762
SH
SOLE
0
0
2762
DOUBLELINE INCOME SOLUTIONS
COM
258622109
553
27707
SH
SOLE
0
0
27707
ECOLAB INC
COM
278865100
1421
7195
SH
SOLE
0
0
7195
EOG RES INC
COM
26875P101
325
3493
SH
SOLE
0
0
3493
EPAM SYS INC
COM
29414B104
410
2368
SH
SOLE
0
0
2368
ETF MANAGERS TR
ETFMG ALTR HRVST
26924G508
218
6893
SH
SOLE
0
0
6893
EXXON MOBIL CORP
COM
30231G102
3328
43424
SH
SOLE
0
0
43424
FACEBOOK INC
CL A
30303M102
4593
23796
SH
SOLE
0
0
23796
GENERAL ELECTRIC CO
COM
369604103
304
29004
SH
SOLE
0
0
29004
ALPHABET INC
CAP STK CL C
02079K107
1919
1775
SH
SOLE
0
0
1775
ALPHABET INC
CAP STK CL A
02079K305
5441
5025
SH
SOLE
0
0
5025
HOME DEPOT INC
COM
437076102
1612
7753
SH
SOLE
0
0
7753
HONEYWELL INTL INC
COM
438516106
1925
11027
SH
SOLE
0
0
11027
IDEXX LABS INC
COM
45168D104
218
790
SH
SOLE
0
0
790
INTEL CORP
COM
458140100
2161
45144
SH
SOLE
0
0
45144
INTERNATIONAL BUSINESS MACHS
COM
459200101
757
5492
SH
SOLE
0
0
5492
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1251
14559
SH
SOLE
0
0
14559
INTUITIVE SURGICAL INC
COM NEW
46120E602
279
532
SH
SOLE
0
0
532
ISHARES TR
BARCLAYS 7 10 YR
464287440
2538
23065
SH
SOLE
0
0
23065
ISHARES TR
US AER DEF ETF
464288760
335
1562
SH
SOLE
0
0
1562
ISHARES TR
CALIF MUN BD ETF
464288356
984
16230
SH
SOLE
0
0
16230
ISHARES TR
IBOXX INV CP ETF
464287242
559
4496
SH
SOLE
0
0
4496
ISHARES TR
RUS 1000 VAL ETF
464287598
598
4697
SH
SOLE
0
0
4697
ISHARES TR
PFD AND INCM SEC
464288687
3848
104431
SH
SOLE
0
0
104431
ISHARES TR
TIPS BD ETF
464287176
243
2102
SH
SOLE
0
0
2102
ISHARES TR
CORE S&P TTL STK
464287150
530
7952
SH
SOLE
0
0
7952
ISHARES TR
20 YR TR BD ETF
464287432
22430
168889
SH
SOLE
0
0
168889
ISHARES TR
U.S. FINLS ETF
464287788
207
1650
SH
SOLE
0
0
1650
ISHARES TR
US HLTHCARE ETF
464287762
448
2294
SH
SOLE
0
0
2294
ISHARES TR
U.S. REAL ES ETF
464287739
1485
17008
SH
SOLE
0
0
17008
ISHARES TR
CORE HIGH DV ETF
46429B663
628
6645
SH
SOLE
0
0
6645
ISHARES TR
US AER DEF ETF
464288760
249
1388
SH
SOLE
0
0
1388
ISHARES TR
SELECT DIVID ETF
464287168
1098
11028
SH
SOLE
0
0
11028
ISHARES TR
U.S. TECH ETF
464287721
867
4383
SH
SOLE
0
0
4383
JOHNSON & JOHNSON
COM
478160104
2456
17634
SH
SOLE
0
0
17634
JOHNSON CTLS INTL PLC
SHS
G51502105
746
18066
SH
SOLE
0
0
18066
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
3540
140981
SH
SOLE
0
0
140981
KENNEDY-WILSON HLDGS INC
COM
489398107
338
16449
SH
SOLE
0
0
16449
KEYCORP NEW
COM
493267108
182
10239
SH
SOLE
0
0
10239
KORNIT DIGITAL LTD
SHS
M6372Q113
1048
33115
SH
SOLE
0
0
33115
MASTERCARD INC
CL A
57636Q104
419
1584
SH
SOLE
0
0
1584
MCDONALDS CORP
COM
580135101
1340
6451
SH
SOLE
0
0
6451
MERCK & CO INC
COM
58933Y105
2037
24288
SH
SOLE
0
0
24288
MGM RESORTS INTERNATIONAL
COM
552953101
543
19000
SH
SOLE
0
0
19000
MICROSOFT CORP
COM
594918104
7940
59274
SH
SOLE
0
0
59274
JPMORGAN CHASE & CO
COM
46625H100
5343
47792
SH
SOLE
0
0
47792
MORGAN STANLEY
COM NEW
617446448
955
21809
SH
SOLE
0
0
21809
NETFLIX INC
COM
64110L106
1506
4100
SH
SOLE
0
0
4100
NEXTERA ENERGY INC
COM
65339F101
3292
16068
SH
SOLE
0
0
16068
NIKE INC
CL B
654106103
1174
13980
SH
SOLE
0
0
13980
NUVEEN CALIF MUN VALUE FD
COM
67062C107
396
39247
SH
SOLE
0
0
39247
ORACLE CORP
COM
68389X105
891
15641
SH
SOLE
0
0
15641
ORACLE CORP
COM
68389X105
7
84851
SH
SOLE
0
0
84851
PALO ALTO NETWORKS INC
COM
697435105
1235
6060
SH
SOLE
0
0
6060
PAYPAL HLDGS INC
COM
70450Y103
326
2848
SH
SOLE
0
0
2848
PEPSICO INC
COM
713448108
566
4313
SH
SOLE
0
0
4313
PFIZER INC
COM
717081103
931
21483
SH
SOLE
0
0
21483
PHILIP MORRIS INTL INC
COM
718172109
423
5386
SH
SOLE
0
0
5386
PIMCO CA MUNICIPAL INCOME FD
COM
72200N106
356
19050
SH
SOLE
0
0
19050
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
17884
175761
SH
SOLE
0
0
175761
PIMCO ETF TR
ACTIVE BD ETF
72201R775
610
5675
SH
SOLE
0
0
5675
SPDR SERIES TRUST
WELLS FG PFD ETF
78464A292
4
2093000
SH
SOLE
0
0
2093000
PROCTER AND GAMBLE CO
COM
742718109
5535
50480
SH
SOLE
0
0
50480
PROSHARES TR
SHORT QQQ NEW
74347B714
2339
82927
SH
SOLE
0
0
82927
PROSHARES TR
SHORT S&P 500 NE
74347B425
8879
333670
SH
SOLE
0
0
333670
QUALCOMM INC
COM
747525103
930
12232
SH
SOLE
0
0
12232
REALTY INCOME CORP
COM
756109104
1940
28132
SH
SOLE
0
0
28132
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1848
6309
SH
SOLE
0
0
6309
SALESFORCE COM INC
COM
79466L302
388
2557
SH
SOLE
0
0
2557
SCHLUMBERGER LTD
COM
806857108
243
6126
SH
SOLE
0
0
6126
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
310
11248
SH
SOLE
0
0
11248
SEMPRA ENERGY
COM
816851109
469
3415
SH
SOLE
0
0
3415
SERVICE CORP INTL
COM
817565104
2072
44301
SH
SOLE
0
0
44301
SIRIUS XM HLDGS INC
COM
82968B103
79
14200
SH
SOLE
0
0
14200
SNAP INC
CL A
83304A106
475
33210
SH
SOLE
0
0
33210
SPDR GOLD TRUST
GOLD SHS
78463V107
1239
9299
SH
SOLE
0
0
9299
SPDR SERIES TRUST
NUV HGHYLD MUN
78464A284
299
5110
SH
SOLE
0
0
5110
SPDR SERIES TRUST
S&P INS ETF
78464A789
1412
41553
SH
SOLE
0
0
41553
SELECT SECTOR SPDR TR
ENERGY
81369Y506
245
3841
SH
SOLE
0
0
3841
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
319
3440
SH
SOLE
0
0
3440
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
2646
44372
SH
SOLE
0
0
44372
STARBUCKS CORP
COM
855244109
4824
57556
SH
SOLE
0
0
57556
TESLA INC
COM
88160R101
304
1362
SH
SOLE
0
0
1362
THE CHARLES SCHWAB CORPORATI
COM
808513105
468
11656
SH
SOLE
0
0
11656
THERMO FISHER SCIENTIFIC INC
COM
883556102
2230
7594
SH
SOLE
0
0
7594
US BANCORP DEL
COM NEW
902973304
813
15523
SH
SOLE
0
0
15523
ULTA BEAUTY INC
COM
90384S303
575
1657
SH
SOLE
0
0
1657
UNITED RENTALS INC
COM
911363109
619
4664
SH
SOLE
0
0
4664
UNITED TECHNOLOGIES CORP
COM
913017109
439
3373
SH
SOLE
0
0
3373
UNITEDHEALTH GROUP INC
COM
91324P102
1878
7696
SH
SOLE
0
0
7696
UNIVERSAL DISPLAY CORP
COM
91347P105
339
1800
SH
SOLE
0
0
1800
VANECK VECTORS ETF TR
FALLEN ANGEL HG
92189F437
440
15000
SH
SOLE
0
0
15000
VANGUARD INDEX FDS
GROWTH ETF
922908736
31945
195511
SH
SOLE
0
0
195511
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
32401
370805
SH
SOLE
0
0
370805
VECTOR GROUP LTD
COM
92240M108
198
20342
SH
SOLE
0
0
20342
VERIZON COMMUNICATIONS INC
COM
92343V104
1016
17778
SH
SOLE
0
0
17778
VISA INC
COM CL A
92826C839
6833
39371
SH
SOLE
0
0
39371
VOYA PRIME RATE TR
SH BEN INT
92913A100
275
57748
SH
SOLE
0
0
57748
WALMART INC
COM
931142103
1240
11225
SH
SOLE
0
0
11225
WELLS FARGO CO NEW
COM
949746101
786
16616
SH
SOLE
0
0
16616
WISDOMTREE TR
HEDGED HI YLD BD
97717W430
431
18500
SH
SOLE
0
0
18500
WISDOMTREE TR
US DIVID EX FNCL
97717W406
399
4650
SH
SOLE
0
0
4650
ZOETIS INC
CL A
98978V103
915
8059
SH
SOLE
0
0
8059
FIRST TR EXCHANGE-TRADED FD
PFD SECS INC ETF
33739E108
1471
75887
SH
SOLE
0
0
75887
ALPHABET INC
CAP STK CL A
02079K305
697
644
SH
SOLE
0
0
644
ISHARES TR
RUSSELL 2000 ETF
464287655
241
1552
SH
SOLE
0
0
1552
MCCORMICK & CO INC
COM NON VTG
579780206
276
1781
SH
SOLE
0
0
1781
NORTHROP GRUMMAN CORP
COM
666807102
253
784
SH
SOLE
0
0
784
NOKIA CORP
SPONSORED ADR
654902204
77
15405
SH
SOLE
0
0
15405
NVIDIA CORP
COM
67066G104
448
2727
SH
SOLE
0
0
2727
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
220
3350
SH
SOLE
0
0
3350
ISHARES TR
20 YR TR BD ETF
464287432
2447
18421
SH
SOLE
0
0
18421
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
283
2492
SH
SOLE
0
0
2492