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 |
|---|---|---|---|---|---|---|---|---|---|
| Altria Group Inc | Common Stock | 201 | $851,583 | 21,110 | 0.00 | 21,110 | +Inf | 12-31-2023 | |
| Energy Select Sector SPDR ETF | ETF | 202 | $846,228 | 10,093 | 0.00 | 10,093 | +Inf | 12-31-2023 | |
| Vanguard Total Stock Market Index Fund ETF | ETF | 203 | $811,055 | 3,419 | 0.00 | 3,419 | +Inf | 12-31-2023 | |
| iShares Russell 2000 ETF | ETF | 204 | $802,541 | 3,998 | 0.00 | 3,998 | +Inf | 12-31-2023 |
