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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
NFLXNetflix Inc
Recent Activity
Decreased -0.19%
0.35%
$2.759M
3,095 shares@ $891.32 avg price
LHXL3harris
Recent Activity
Decreased -0.47%
0.33%
$2.593M
12,332 shares@ $210.29 avg price
HONHoneywell
Recent Activity
Decreased -1.81%
0.33%
$2.568M
11,369 shares@ $225.9 avg price
BACBank Of America Corp
Recent Activity
Decreased -5.66%
0.3%
$2.329M
53,002 shares@ $43.96 avg price
ZTSZoetis Inc
Recent Activity
Decreased -9.91%
0.29%
$2.271M
13,936 shares@ $162.94 avg price
XOMExxonmobil
Recent Activity
Decreased -1.14%
0.29%
$2.238M
20,801 shares@ $107.58 avg price
MINTPimco Enhanced Shrt Maturty Actv Etf
Recent Activity
Decreased -7.64%
0.27%
$2.078M
20,709 shares@ $100.34 avg price
TFLOIshares Treasury Floating Rate B Etf
Recent Activity
Decreased -2.28%
0.26%
$1.999M
39,610 shares@ $50.47 avg price
MRKMerck &co. Inc Com
Recent Activity
Decreased -6.6%
0.25%
$1.959M
19,696 shares@ $99.48 avg price
STZConstellation Brands
Recent Activity
Decreased -8.07%
0.23%
$1.778M
8,044 shares@ $221.02 avg price