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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

HCR Wealth Advisors

Quarter ended Q3 2025 · Filed October 3, 2025 · Accession 0001697715-25-000007

Total Value
$965.7M
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple IncAAPL536,830$138.0M14.29%
2Vanguard Growth Index Fund ETF922908736216,963$104.9M10.86%
3Vanguard High Dividend Yield Index Fund ETF921946406637,963$89.9M9.31%
4Nvidia CorpNVDA300,121$56.7M5.87%
5iShares Core S&P Small-Cap ETF464287804435,627$52.1M5.39%
6iShares Core S&P 500 ETF46428720041,337$27.8M2.88%
7MicrosoftMSFT46,831$24.2M2.50%
8Alphabet IncGOOG97,377$23.9M2.48%
9First Trust Preferred Securities and Income ETF33739E108997,625$18.3M1.89%
10iShares Core MSCI Emerging ETF46434G103249,466$16.7M1.72%
11Ametek IncAME86,622$16.1M1.67%
12Palo Alto NetworksPANW69,978$14.6M1.52%
13Meta Platforms IncMETA19,527$14.2M1.47%
14Amazon.Com IncAMZN52,584$11.7M1.21%
15Visa IncV33,566$11.6M1.20%
16JPMorgan Chase & CoVYLD30,662$9.4M0.98%
17Broadcom IncAVGO27,111$9.2M0.95%
18BlackRock Flexible Income ETFBLK163,166$8.7M0.90%
19Janus Henderson Aaa Clo ETF IV47103U845155,179$7.9M0.81%
20Costco Wholesale22160K1058,362$7.7M0.79%
21Oracle CorpORCL-PD25,923$7.5M0.78%
22Invesco QQQ TrustIVZ11,256$6.8M0.71%
23Autozone Inc ComAZO1,530$6.5M0.67%
24SPDR Gold TR Gold (SHS)GLD18,276$6.5M0.67%
25SPDR S&P 500 ETFSPY9,454$6.3M0.66%
26Tesla MotorsTSLA14,453$6.3M0.65%
27Alphabet Inc. Class CGOOG24,930$6.1M0.64%
28Vanguard FTSE Emerging Markets ETF922042858107,249$5.9M0.61%
29Autonation Inc ComAN25,343$5.7M0.59%
30Berkshire HathawayBRK-A11,054$5.5M0.57%
31Schwab US Large Cap Growth ETF808524300165,517$5.3M0.55%
32Vertiv Holdings Co Class AVRT32,551$5.3M0.54%
33Vanguard S&P 500 ETF9229083637,859$4.8M0.50%
34Morgan StanleyMS-PQ30,250$4.7M0.49%
35iShares Trust 1-3 (year Treasury Bond Etf)46428745754,312$4.5M0.47%
36Utilities Select (sector SPDR Fund)81369Y88651,013$4.5M0.46%
37Thermo FisherTMO7,970$4.2M0.43%
38Boeing CoBA-PA19,207$4.2M0.43%
39L3harrisLHX13,317$3.9M0.41%
40Netflix IncNFLX3,310$3.8M0.40%
41Intercontinental Exchange Inc45866F10423,813$3.8M0.40%
42NRG Energy IncNRG22,536$3.8M0.39%
43Conocophillips ComCOP37,931$3.5M0.37%
44Wal-MartWMT34,735$3.5M0.37%
45American Water Works03042010325,983$3.5M0.36%
46ServiceNow IncNOW3,770$3.4M0.36%
47Quanta Services Inc74762E1028,117$3.4M0.35%
48Invesco Senior Loan ETFIVZ161,273$3.4M0.35%
49Abbvie Inc ComABBV14,068$3.3M0.34%
50Home DepotHD8,396$3.3M0.34%
51Stryker CorpSYK8,706$3.2M0.33%
52Chevron Corp.CVX20,151$3.1M0.32%
53Nextera Energy IncNEE-PW39,486$3.1M0.32%
54CME Group IncCME11,152$3.0M0.31%
55Dell Technologies Inc Class CDELL19,744$2.9M0.30%
56Bank Of America Corp06050510452,962$2.7M0.28%
57Starbucks Corp ComSBUX30,109$2.6M0.27%
58Transdigm GroupTDG2,033$2.6M0.27%
59Honeywell43851610611,963$2.5M0.26%
60Vanguard Total Stock Market Index Fund ETF9229087697,643$2.5M0.26%
61iShares Bitcoin ETFIBIT35,845$2.5M0.26%
62CaterpillarCAT4,978$2.4M0.25%
63ExxonMobilXOM21,433$2.4M0.25%
64PIMCO Enhanced SHRT Maturty Actv ETF72201R83323,010$2.3M0.24%
65Eaton Corp PLC FETN6,096$2.3M0.24%
66Walt Disney25468710619,936$2.2M0.23%
67MastercardMA3,754$2.2M0.22%
68Johnson & JohnsonJNJ11,633$2.2M0.22%
69iShares High Yield Corporat Bond ETF46434V40748,892$2.1M0.22%
70Allstate CorpALL-PJ9,915$2.1M0.22%
71Zoetis IncZTS13,574$2.0M0.21%
72ProShares Large Cap Core Plus ETF74347R24825,714$2.0M0.20%
73Vanguard FTSE Developed Markets ETF92194385831,147$1.9M0.20%
74Blue Owl Cap Inc Class AOWL114,611$1.8M0.19%
75iShares US Technology ETF4642877219,229$1.8M0.19%
76Johnson Controls Inter FG5150210516,207$1.8M0.18%
77Grayscale Bitcoin TR BTCGBTC17,312$1.6M0.17%
78First Trust TCW Opportunistic Fixed Income ETF33740F80536,058$1.6M0.17%
79iShares Core MSCI EAFE ETF46432F84218,015$1.6M0.16%
80McDonaldsMCD5,258$1.6M0.16%
81Alps Alerian MLP ETF00162Q45232,788$1.5M0.16%
82Goldman Sachs GroupGSCE1,961$1.5M0.16%
83iShares 3-7 Year Treasury Bond ETF46428866112,414$1.5M0.15%
84Procter & Gamble7427181099,547$1.5M0.15%
85Amgen Inc.AMGN4,802$1.4M0.15%
86Vanguard Information Technology Index Fund ETF92204A7021,862$1.4M0.15%
87Freeport-Mcmoran IncFCX35,434$1.4M0.14%
88Technology Select Sector SPDR ETF81369Y8034,797$1.4M0.14%
89First Trust TCW Unconstrained Plus Bond ETF33740F88854,218$1.4M0.14%
90Altria Group IncMO20,239$1.3M0.14%
91Fedex Corp ComFDX5,468$1.3M0.14%
92iShares 7-10 Year Treasury Bond ETF46428744013,670$1.3M0.14%
93iShares California Muni Bond ETF46428835622,903$1.3M0.14%
94RTX CorpRTX7,687$1.3M0.13%
95Rocket Cos Inc Com77311W10168,813$1.3M0.13%
96Charles Schwab CorpSCHW-PJ13,540$1.3M0.13%
97iShares Preferred Income Sec ETF IV46428868738,573$1.2M0.13%
98Adobe IncADBE3,296$1.2M0.12%
99iShares Russell 2000 ETF4642876554,711$1.1M0.12%
100Blackstone IncBX6,707$1.1M0.12%
101Constellation BrandsSTZ7,939$1.1M0.12%
102Novo-Nordisk As Vormal F Sponsored ADRNONOF18,153$1.1M0.11%
103Aflac IncAFL9,421$1.0M0.11%
104Lilly Eli & CoLLY1,253$1.0M0.11%
105Vanguard Total Bond Market ETF92193783513,450$1.0M0.10%
106PIMCO Active Bond ETF72201R77510,717$1.0M0.10%
107Philip Morris Intl7181721096,320$998,0840.10%
108iShares Core S&P Total US Stock Mark4642871506,747$987,8280.10%
109Church &dwight CoCHD11,121$983,0960.10%
110iShares Treasury Floating Rate B ETF46434V86019,285$972,5420.10%
111American States Water Co02989910113,738$966,6640.10%
112General Electric Co3696043013,208$960,6760.10%
113United Rentals IncURI970$948,8730.10%
114Wells Fargo & Co94974610111,320$911,2600.09%
115Marvell Technology IncMRVL10,437$899,6690.09%
116Energy Select Sector SPDR ETF81369Y5069,715$859,2360.09%
117iShares S&P 500 Growth ETF4642873097,040$854,6560.09%
118Intuit IncINTU1,205$821,6410.09%
119Palantir Technologies In Class APLTR4,124$771,3940.08%
120iShares MSCI USA QLTY Fact ETF46432F3393,919$769,5340.08%
121Lockheed Martin CorpLMT1,490$744,0460.08%
122UnitedHealth GroupUNH2,087$738,4320.08%
123SPDR Dow Jones Industrial Avrg ETF78467X1091,578$734,0060.08%
124Capital One FC14040H1053,378$722,1570.07%
125Schwab US Large Cap ETF80852420127,204$720,9060.07%
126Intuitive SurgicalISRG1,558$690,2090.07%
127Nike Inc Class B ComNKE9,101$678,7000.07%
128Vanguard Short-Term Bond ETF9219378278,526$672,0230.07%
129Amplify Cybersecurity ETF0321086647,495$659,1850.07%
130Coca-ColaKO9,496$627,6850.07%
131Vanguard Health Care ETF92204A5042,274$606,2000.06%
132GE Vernova IncGEV996$603,8050.06%
133Sherwin Williams CoSHW1,715$589,7880.06%
134SPDR S&P Midcap 400 ETFMDY926$554,4850.06%
135SempraSREA6,148$548,8930.06%
136First Dorsey Wright Focus 5 ETF IV33738R6058,840$547,6020.06%
137Advanced Micro Device InAMD3,180$539,8240.06%
138iShares MSCI EAFE ETF4642874655,591$527,1750.05%
139Linde PLC FLIN1,113$522,5310.05%
140Clorox Co ComCLX4,251$519,7870.05%
141American Express CoAXP1,567$517,8620.05%
142Parker-Hannifin CorpPH676$512,5020.05%
143iShares US Real Estate ETF4642877395,265$508,7470.05%
144IBMINTR1,753$502,6200.05%
145iShares Core High (dividend Etf)46429B6634,080$497,2700.05%
146Nexstar Media Group Inc Com CL ANXST2,500$496,5750.05%
147VerizonVZ11,326$491,5620.05%
148Phillips 66PSX3,479$469,4560.05%
149Vanguard Muni BND Tax9229077469,334$466,6060.05%
150Gabelli Equity CFGAB-PK75,353$463,4200.05%
151Select STR Financial Select SPDR ETF81369Y6058,545$455,9230.05%
152iShares MSCI Emerging Markets ETF4642872348,403$454,3980.05%
153Taiwan Semiconductr F Sponsored ADR8740391001,574$453,4850.05%
154iShares iBoxx $ (investment Grade Corporate Bond Etf)4642872424,039$451,1150.05%
155iShares JP Morgan Usd Emerging Marke4642882814,722$449,3920.05%
156iShares US Financials ETF4642877883,572$445,4990.05%
157iShares S&P 500 Value ETF4642874082,144$443,8720.05%
158iShares Russell 1000 Growth ETF464287614918$433,4120.04%
159iShares US Aerospace Defense ETF4642887602,069$433,2070.04%
160iShares Short Term NTNL Mun BND ETF4642881584,000$426,5600.04%
161Alnylam PharmaceutlALNY924$425,9540.04%
162First Trust Managed Municipal ETF IV33739N1088,344$423,4160.04%
163iShares TR 20 YR TR (BD Etf)4642874324,604$412,2880.04%
164Vaneck Gold Miners ETF92189F1065,300$408,6300.04%
165iShares Select Dividend ETF4642871682,873$407,9370.04%
166iShares Biotechnology ETF4642875562,709$405,4350.04%
167Merck &co. Inc ComMRK4,491$401,9890.04%
168MGM Resorts IntlMGM11,315$393,1960.04%
169SPDR Bloomberg 1 3 MNTH T BLL ETF78468R6634,255$389,2040.04%
170SPDR Nuven BLM SHT TM MPL BND ETF78468R7398,000$384,8800.04%
171iShares S&P Mid Cap 400 GRWTH ETF4642876063,913$376,6260.04%
172TJX Companies Inc8725401092,638$375,8880.04%
173Invesco S&P 500 Low Volatility ETFIVZ5,133$373,2370.04%
174SalesforceCRM1,546$369,3080.04%
175Grayscale Bitcoin Mini Trust ETF3899302076,837$366,4630.04%
176Progressive Co Ohio7433151031,493$363,5450.04%
177Asml Holding N V F Sponsored ADRASMLF345$355,4080.04%
178Cadiz IncCDZIP74,874$355,2770.04%
179iShares TIPS Bond ETF4642871763,170$352,4080.04%
180Schwab International Equity ETF80852480514,948$351,7260.04%
181Amplify TRNSFRMTNL Data SHRNG ETF0321086075,015$349,8960.04%
182iShares MSCI USA Esg Select ETF4642888022,550$348,1000.04%
183Schwab US Small Cap ETF80852460712,391$347,9670.04%
184Stifel Finl Co8606301023,038$340,5290.04%
185Moodys CorpMCO702$338,4830.04%
186Invesco Aerospace & Defense ETFIVZ2,125$331,7970.03%
187Ameren CorpAEE3,069$315,8610.03%
188Pepsico IncPEP2,200$313,1310.03%
189Pacer US Cash Cows 100 ETF69374H8815,156$297,4990.03%
190Trane Technologies PLC FTT695$294,3530.03%
191TravelersTRV1,023$286,4800.03%
192Northrop Grumman CoNOC473$286,2450.03%
193Pure Storage Inc74624M1023,211$283,3700.03%
194Amplify Ai Powered Equity ETF0321085656,140$276,1820.03%
195Carrier Global CorpCARR4,673$275,2950.03%
196Invesco FTSE Rafi US 1000 ETFIVZ6,000$272,2200.03%
197Pub SVC Enterpise GP7445731063,319$270,7640.03%
198Marsh & MC Lennan Co5717481021,334$266,2260.03%
199CSX CorpCSX7,427$264,1780.03%
200Vanguard Small Cap ETF IV9229087511,025$263,0260.03%
201Shell PLC F Sponsored ADRRYDAF3,651$262,0320.03%
202Magnite IncMGNI13,000$261,5600.03%
203iShares Gold ETFIAU3,594$261,1040.03%
204Synopsys IncSNPS543$255,8310.03%
205Grayscale Ethereum TR Et3896381076,896$255,4270.03%
206SPDR Nuveen BLMG HG YL MP BND ETF78464A28410,050$249,9430.03%
207FT Vest Fund Of Buffer ETF33740F7557,467$249,8450.03%
208Snowflake Inc Class ASNOW1,029$247,5150.03%
209Select Sector Health Care SPDR ETF81369Y2091,722$246,5730.03%
210Shopify Inc F Class ASHOP1,605$242,8360.03%
211Mondelez Intl Class A6092071053,913$241,7470.03%
212The CIGNA Group125523100807$239,6620.02%
213Schwab US Dividend Equity ETF8085247978,752$239,2800.02%
214iShares Morningstar US Equity ETF4642871272,536$235,4550.02%
215McCormick &companyMKC-V3,438$234,0930.02%
216Brit Amer Tobacco F Unsponsored ADR1104481074,407$230,7060.02%
217Idexx Labs Inc45168D104362$229,4500.02%
218Invsc S P 500 Equal Weight ETFIVZ1,196$227,9730.02%
219iShares S&P Mid Cap 400 Value ETF4642877051,740$227,0170.02%
220SPDR Gold Minishares EtvGLDW2,964$226,2120.02%
221Qualcomm IncQCOM1,326$223,9440.02%
222Applovin Corp Class AAPP323$220,8150.02%
223Colgate-Palmolive CoCL2,805$219,6590.02%
224Ford Motor Co34537086017,888$218,5950.02%
225VGRD Itc ETF DV92206C8702,560$215,4490.02%
226Consolidated EdisonED2,186$213,4410.02%
227United Parcel SRVC Class BUPS2,466$211,0150.02%
228Hims & Hers Health IncHIMS3,645$210,9360.02%
229Aon PLC F Class AAON581$209,5840.02%
230SPDR Fund Consumer Discre Select ETF81369Y407862$206,3620.02%
231Schwab U.S. TIPS ETF8085248707,649$205,7830.02%
232Micron TechnologyMU1,118$205,4320.02%
233Crowdstrike HLDGS Inc Class ACRWD410$203,6880.02%
234iShares Semiconductor ETF IV464287523723$203,6610.02%
235Rivian Automotive Inc Class ARIVN14,970$202,5440.02%
236Vanguard Mid Cap ETF922908629679$200,2040.02%
237C V B Finl Corp12660010510,000$187,9000.02%
238Neonc Technologies HLDGSNTHI15,000$170,8500.02%
239Kennedy Wilson HLDGSKW19,041$161,0860.02%
240Invesco California ValueIVZ10,000$105,3000.01%
241Nokia Oyj F Sponsored ADRNOKBF15,405$75,1760.01%
242Editas Medicine IncorporEDIT17,000$66,1300.01%
243Mobix Labs Inc Class AMOBXW30,000$26,9430.00%
244T Rex 2X Inverse Nvidia Daily ETF26923N48810,185$9,1970.00%