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 |
|---|---|---|---|---|---|---|---|---|---|
| Discover Finl S | Common Stock | 301 | $362,602 | 3,226 | 0.00 | 3,226 | +Inf | 12-31-2023 | |
| Verizon | Common Stock | 302 | $358,322 | 9,504 | 0.00 | 9,504 | +Inf | 12-31-2023 | |
| McCormick &company | Common Stock | 303 | $358,247 | 5,236 | 0.00 | 5,236 | +Inf | 12-31-2023 | |
| Intuitive Surgical | Common Stock | 304 | $351,529 | 1,042 | 0.00 | 1,042 | +Inf | 12-31-2023 |
