StockDriftsStockDriftsTop 50 HCR Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 13.45% | 511.2K | $129.7M | -4.31%(-23.03K) | $62.74(+391.88%) | 2026-03-31 | |
| VUG | Vanguard Growth Index Fund ETF | 10.04% | 221.6K | $96.8M | +2.01%(+4.36K) | $38.32(+123.14%) | 2026-03-31 | |
| VYM | Vanguard High Dividend Yield Index Fund ETF | 9.92% | 646.0K | $95.7M | +0.60%(+3.87K) | $91.76(+73.79%) | 2026-03-31 | |
| NVDA | Nvidia Corp | 5.51% | 304.7K | $53.1M | -0.21%(-653) | $50.64(+284.74%) | 2026-03-31 | |
| VXF | Vanguard Extended Market ETF S &P Compl | 3.88% | 181.9K | $37.4M | +2.10%(+3.74K) | $209.19(+16.28%) | 2026-03-31 | |
| IVV | iShares Core S&P 500 ETF | 3.43% | 50.6K | $33.1M | -0.72%(-365) | $520.76(+43.72%) | 2026-03-31 | |
| GOOGL | Alphabet Inc | 2.83% | 94.9K | $27.3M | -2.20%(-2.13K) | $69.08(+421.01%) | 2026-03-31 | |
| IEMG | iShares Core MSCI Emerging ETF | 1.91% | 263.9K | $18.4M | +1.99%(+5.15K) | $56.11(+42.29%) | 2026-03-31 | |
| FPE | First Trust Preferred Securities and Income ETF | 1.84% | 999.2K | $17.7M | +0.11%(+1.08K) | $18.90(-5.02%) | 2026-03-31 | |
| MSFT | Microsoft | 1.83% | 47.7K | $17.6M | -0.42%(-203) | $166.84(+134.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.08% | +60.50% |
| Top 20 Holdings Unweighted | +16.79% | +59.29% |
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