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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
JPMJpmorgan Chase & Co
Recent Activity
Increased 0.15%
0.91%
$7.218M
30,111 shares@ $239.72 avg price
AZOAutozone Inc Com
Recent Activity
Increased 2.68%
0.67%
$5.28M
1,649 shares@ $3202.0 avg price
BINCBlackrock Flexible Income Etf
Recent Activity
Increased 20.47%
0.65%
$5.139M
98,797 shares@ $52.03 avg price
SCHGSchwab Us Large Cap Growth Etf
Recent Activity
Increased 301.77%
0.58%
$4.594M
164,831 shares@ $27.88 avg price
GOOGAlphabet Inc. Class C
Recent Activity
Increased 2.03%
0.55%
$4.316M
22,664 shares@ $190.45 avg price
ANAutonation Inc Com
Recent Activity
Increased 0.76%
0.53%
$4.219M
24,842 shares@ $169.85 avg price
ORCLOracle Corp
Recent Activity
Increased 1.34%
0.53%
$4.179M
25,080 shares@ $166.65 avg price
GLDSpdr Gold Tr Gold (shs)
Recent Activity
Increased 2.78%
0.52%
$4.08M
16,850 shares@ $242.13 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 188.75%
0.5%
$3.912M
7,259 shares@ $538.88 avg price
TMOThermo Fisher
Recent Activity
Increased 0.73%
0.49%
$3.902M
7,499 shares@ $520.28 avg price