Long-term investor
Hcr Wealth Advisors @hcrwealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001697715).
Record
- Tracked since 2025-06-30 (473 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days -0.6% · 6 months +18.2% · 1 year +37.8% · all +37.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 13.5% · long · since 2025-09-30
- 922908736 · 10.0% · long · since 2025-09-30
- 921946406 · 8.5% · long · since 2025-09-30
- NVDA · 5.6% · long · since 2025-09-30
- 19761L748 · 4.0% · long · since 2026-09-30
- 922908652 · 3.7% · long · since 2025-12-31
- 464287200 · 3.1% · long · since 2025-09-30
- GOOGL · 2.6% · long · since 2025-09-30
- PANW · 2.3% · long · since 2025-09-30
- 33733E732 · 2.3% · long · since 2026-09-30
- MSFT · 2.0% · long · since 2025-09-30
- 46434G103 · 1.8% · long · since 2025-09-30