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Steve Weinberger

@Hcr Wealth Advisors

Latest period2024 - Q4ReportedManaged Assets$798.183MTotal holdings228
Assets growth rate4.46%Assets growth rate (2-Q avg)6.83%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Hcr Wealth Advisors's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 228 positions.

Assets under management

The assets under management (AUM) of Hcr Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 798.183M in assets, with a quarterly growth rate of 4.46% and a 2-quarter average growth rate of 6.83%. The portfolio is managed by Steve Weinberger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -0.14%
16.63%
$132.662M
529,758 shares@ $250.43 avg price
VUGVanguard Growth Index Fund Etf
Recent Activity
Increased 4.1%
10.34%
$82.456M
200,896 shares@ $410.45 avg price
VYMVanguard High Dividend Yield Index Fund Etf
Recent Activity
Increased 4.61%
9.35%
$74.585M
584,571 shares@ $127.6 avg price
IJRIshares Core S&p Small-cap Etf
Recent Activity
Increased 4.45%
5.55%
$44.248M
384,034 shares@ $115.23 avg price
NVDANvidia Corp
Recent Activity
Increased 1.57%
4.53%
$36.11M
268,897 shares@ $134.3 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 7.21%
2.77%
$22.047M
37,452 shares@ $588.69 avg price
MSFTMicrosoft
Recent Activity
Decreased -1.14%
2.46%
$19.594M
46,487 shares@ $421.51 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.09%
2.28%
$18.18M
96,040 shares@ $189.31 avg price
AMEAmetek Inc
Recent Activity
Decreased -15.75%
2.14%
$17.066M
94,672 shares@ $180.26 avg price
FPEFirst Trust Preferred Securities And Income Etf
Recent Activity
Decreased -3.51%
1.89%
$15.066M
851,180 shares@ $17.71 avg price