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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
REGNRegeneron Pharms Inc
Recent Activity
Exited
0%
$291,193
277 shares@ $1051.24 avg price
DHRDanaher Corp
Recent Activity
Exited
0%
$259,392
933 shares@ $278.02 avg price
MUMicron Technology
Recent Activity
Exited
0%
$245,066
2,363 shares@ $103.71 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$234,302
1,503 shares@ $155.89 avg price
MLMMartin Marietta Material
Recent Activity
Exited
0%
$228,756
425 shares@ $538.25 avg price
EDConsolidated Edison
Recent Activity
Exited
0%
$227,628
2,186 shares@ $104.13 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$214,589
226 shares@ $949.51 avg price
CMCSAComcast Corp Class A
Recent Activity
Exited
0%
$210,311
5,035 shares@ $41.77 avg price
PEGPub Svc Enterpise Gp
Recent Activity
Exited
0%
$206,877
2,319 shares@ $89.21 avg price
VCITVgrd Itc Etf Dv
Recent Activity
Exited
0%
$202,172
2,414 shares@ $83.75 avg price