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 |
|---|---|---|---|---|---|---|---|---|---|
| BOEING CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 21 | 0.11 | 12-31-2023 |
| Autonation Inc Com | Common Stock | 52 | $3,747,366 | 24,952 | 0.00 | 24,952 | +Inf | 12-31-2023 | |
| STARBUCKS CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,786 | -8.70 | 12-31-2023 |
| American Water Works | Common Stock | 54 | $3,610,162 | 27,351 | 0.00 | 27,351 | +Inf | 12-31-2023 |
