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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
VWOVanguard Ftse Emerging Markets Etf
Recent Activity
Decreased -4.01%
0.61%
$4.796M
108,898 shares@ $44.04 avg price
SHYIshares Trust 1-3 (year Treasury Bond Etf)
Recent Activity
Decreased -2.71%
0.6%
$4.774M
58,239 shares@ $81.98 avg price
TLTIshares Tr 20 Yr Tr (bd Etf)
Recent Activity
Decreased -13.14%
0.45%
$3.578M
40,969 shares@ $87.33 avg price
COPConocophillips Com
Recent Activity
Decreased -0.31%
0.45%
$3.547M
35,768 shares@ $99.18 avg price
BABoeing Co
Recent Activity
Decreased -1.13%
0.43%
$3.41M
19,267 shares@ $177.01 avg price
AWKAmerican Water Works
Recent Activity
Decreased -0.31%
0.43%
$3.353M
26,932 shares@ $124.5 avg price
WMTWal-mart
Recent Activity
Decreased -0.45%
0.4%
$3.144M
34,797 shares@ $90.35 avg price
CVXChevron Corp.
Recent Activity
Decreased -6.35%
0.37%
$2.911M
20,100 shares@ $144.85 avg price
NEENextera Energy Inc
Recent Activity
Decreased -0.8%
0.37%
$2.897M
40,416 shares@ $71.7 avg price
SBUXStarbucks Corp Com
Recent Activity
Decreased -0.48%
0.36%
$2.859M
31,333 shares@ $91.26 avg price