Position in MOBX
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$10,020
+$2,010 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MOBX Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026HCR Wealth Advisors holds $90,182,098 across 8 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
307,290 | $61,485,656 | |
| 2 | MU |
Micron Technology Inc
|
9,818 | $11,332,819 | |
| 3 | AVGO |
Broadcom Inc.
|
27,285 | $10,306,908 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
10,740 | $3,199,338 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
3,179 | $1,846,712 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,129 | $1,016,746 | |
| 7 | INTC |
Intel Corp
|
5,235 | $730,963 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,423 | $262,956 |
All Filings in MOBX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,020 | 30,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,010 | 30,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $24,180 | 30,000 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $7,650 | 10,000 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||