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 |
|---|---|---|---|---|---|---|---|---|---|
| Mondelez Intl Class A | Common Stock | 351 | $275,438 | 3,802 | 0.00 | 3,802 | +Inf | 12-31-2023 | |
| Synopsys Inc | Common Stock | 352 | $274,961 | 534 | 0.00 | 534 | +Inf | 12-31-2023 | |
| Schwab International Equity ETF | ETF | 353 | $274,021 | 7,414 | 0.00 | 7,414 | +Inf | 12-31-2023 | |
| Taiwan Semiconductr F Sponsored ADR | Common Stock | 354 | $267,696 | 2,574 | 0.00 | 2,574 | +Inf | 12-31-2023 |
