Senior Managing Director

0001398344-22-002124.txt : 20220204 0001398344-22-002124.hdr.sgml : 20220204 20220204153635 ACCESSION NUMBER: 0001398344-22-002124 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220204 DATE AS OF CHANGE: 20220204 EFFECTIVENESS DATE: 20220204 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: 22592934 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 12-31-2021 12-31-2021 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 02-02-2022 0 201 645184 INFORMATION TABLE 2 fp0072236_13fhr-table.xml 13F INFORMATION TABLE ABBVIE INC COM 00287Y109 4139 30568 SH SOLE 30568 0 0 ACTIVISION BLIZZARD INC COM 00507V109 367 5519 SH SOLE 5519 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 696 5856 SH SOLE 5856 0 0 ALLSTATE CORP COM 020002101 1172 9960 SH SOLE 9960 0 0 ALPHABET INC CAP STK CL A 02079K305 16513 5700 SH SOLE 5700 0 0 ALPHABET INC CAP STK CL C 02079K107 2598 898 SH SOLE 898 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 1755 53619 SH SOLE 53619 0 0 ALTRIA GROUP INC COM 02209S103 804 16972 SH SOLE 16972 0 0 AMAZON COM INC COM 023135106 5753 1725 SH SOLE 1725 0 0 AMER STATES WTR CO COM 029899101 1988 19214 SH SOLE 19214 0 0 AMEREN CORP COM 023608102 477 5363 SH SOLE 5363 0 0 AMERICAN EXPRESS CO COM 025816109 290 1775 SH SOLE 1775 0 0 AMERICAN TOWER CORP NEW COM 03027X100 3449 11792 SH SOLE 11792 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 6068 32130 SH SOLE 32130 0 0 AMGEN INC COM 031162100 1070 4757 SH SOLE 4757 0 0 AMPLIFY ETF TR BLOCKCHAIN LDR 032108607 337 8388 SH SOLE 8388 0 0 APPLE INC COM 037833100 106044 597195 SH SOLE 597195 0 0 ARK ETF TR INNOVATION ETF 00214Q104 302 3193 SH SOLE 3193 0 0 AT&T INC COM 00206R102 274 11149 SH SOLE 11149 0 0 AUTONATION INC COM 05329W102 6997 59879 SH SOLE 59879 0 0 AUTOZONE INC COM 053332102 3736 1782 SH SOLE 1782 0 0 BALL CORP COM 058498106 210 2178 SH SOLE 2178 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3759 12571 SH SOLE 12571 0 0 BIOMERICA INC COM NEW 09061H307 78 20000 SH SOLE 20000 0 0 BK OF AMERICA CORP COM 060505104 2434 54712 SH SOLE 54712 0 0 BLACKROCK INC COM 09247X101 211 230 SH SOLE 230 0 0 BLACKROCK MUNIYIELD CALIF FD COM 09254M105 673 44717 SH SOLE 44717 0 0 BLACKSTONE INC COM 09260D107 421 3257 SH SOLE 3257 0 0 BOEING CO COM 097023105 2824 14025 SH SOLE 14025 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1192 19111 SH SOLE 19111 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 219 4045 SH SOLE 4045 0 0 CATERPILLAR INC COM 149123101 600 2901 SH SOLE 2901 0 0 CHEVRON CORP NEW COM 166764100 2206 18803 SH SOLE 18803 0 0 CHURCH & DWIGHT CO INC COM 171340102 1134 11065 SH SOLE 11065 0 0 CITIGROUP INC COM NEW 172967424 1885 31211 SH SOLE 31211 0 0 CLOROX CO DEL COM 189054109 1830 10498 SH SOLE 10498 0 0 CME GROUP INC COM 12572Q105 2922 12788 SH SOLE 12788 0 0 COCA COLA CO COM 191216100 580 9804 SH SOLE 9804 0 0 CONOCOPHILLIPS COM 20825C104 3242 44921 SH SOLE 44921 0 0 CONSOLIDATED EDISON INC COM 209115104 222 2606 SH SOLE 2606 0 0 CONSTELLATION BRANDS INC CL A 21036P108 2314 9219 SH SOLE 9219 0 0 COSTCO WHSL CORP NEW COM 22160K105 5260 9265 SH SOLE 9265 0 0 CSX CORP COM 126408103 274 7299 SH SOLE 7299 0 0 CVS HEALTH CORP COM 126650100 3430 33245 SH SOLE 33245 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 297 4957 SH SOLE 4957 0 0 DISCOVER FINL SVCS COM 254709108 372 3221 SH SOLE 3221 0 0 DISNEY WALT CO COM 254687106 2874 18557 SH SOLE 18557 0 0 DOUBLELINE INCOME SOLUTIONS COM 258622109 357 22135 SH SOLE 22135 0 0 ECOLAB INC COM 278865100 1694 7220 SH SOLE 7220 0 0 EDITAS MEDICINE INC COM 28106W103 524 19750 SH SOLE 19750 0 0 EPAM SYS INC COM 29414B104 2533 3789 SH SOLE 3789 0 0 ETF MANAGERS TR AI POWERED EQT 26924G813 927 22136 SH SOLE 22136 0 0 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 864 14060 SH SOLE 14060 0 0 EXCHANGE TRADED CONCEPTS TR EMQQ EM INTERN 301505889 619 14435 SH SOLE 14435 0 0 EXXON MOBIL CORP COM 30231G102 1270 20749 SH SOLE 20749 0 0 FEDEX CORP COM 31428X106 3066 11855 SH SOLE 11855 0 0 FIRST HORIZON CORPORATION COM 320517105 681 41720 SH SOLE 41720 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 16661 819945 SH SOLE 819945 0 0 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 994 17450 SH SOLE 17450 0 0 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 583 2576 SH SOLE 2576 0 0 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 528 10740 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MOODYS CORP COM 615369105 239 612 SH SOLE 612 0 0 MORGAN STANLEY COM NEW 617446448 2597 26459 SH SOLE 26459 0 0 MOSAIC CO NEW COM 61945C103 3925 99887 SH SOLE 99887 0 0 NETFLIX INC COM 64110L106 848 1407 SH SOLE 1407 0 0 NEXSTAR MEDIA GROUP INC CL A 65336K103 2656 17593 SH SOLE 17593 0 0 NEXTERA ENERGY INC COM 65339F101 4611 49385 SH SOLE 49385 0 0 NIKE INC CL B 654106103 1884 11305 SH SOLE 11305 0 0 NOKIA CORP SPONSORED ADR 654902204 98 15678 SH SOLE 15678 0 0 NORTHROP GRUMMAN CORP COM 666807102 203 524 SH SOLE 524 0 0 NUVEEN CALIFORNIA MUNI VLU F COM STK 67062C107 106 10513 SH SOLE 10513 0 0 NVIDIA CORPORATION COM 67066G104 5571 18942 SH SOLE 18942 0 0 OATLY GROUP AB SPONSORED ADS 67421J108 348 43677 SH SOLE 43677 0 0 OLIN CORP COM PAR $1 680665205 1180 20520 SH SOLE 20520 0 0 ORACLE CORP COM 68389X105 579 6643 SH SOLE 6643 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 202 11073 SH SOLE 11073 0 0 PALO ALTO NETWORKS INC COM 697435105 5874 10551 SH SOLE 10551 0 0 PAYCOM SOFTWARE INC COM 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