Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HCR WEALTH ADVISORS | 02-09-2024 | 12-31-2023 | 205 | 633,080,445 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Walt Disney | Common Stock | 101 | $2,131,413 | 23,606 | 0.00 | 23,606 | +Inf | 12-31-2023 | |
| ALPHABET INC | CAP STK CL C | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,838 | -10.29 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,937 | -23.05 | 12-31-2023 |
| CME Group Inc | Common Stock | 104 | $2,080,285 | 9,877 | 0.00 | 9,877 | +Inf | 12-31-2023 |
