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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
XLUUtilities Select (sector Spdr Fund)
Recent Activity
Increased 0.7%
0.48%
$3.822M
50,496 shares@ $75.7 avg price
MSMorgan Stanley
Recent Activity
Increased 11.54%
0.46%
$3.619M
28,784 shares@ $125.73 avg price
HDHome Depot
Recent Activity
Increased 1.04%
0.45%
$3.547M
9,119 shares@ $389.02 avg price
ICEIntercontinental Exchange Inc
Recent Activity
Increased 3.06%
0.44%
$3.506M
23,527 shares@ $149.02 avg price
NOWServicenow Inc
Recent Activity
Increased 2.2%
0.43%
$3.354M
3,164 shares@ $1060.12 avg price
BKLNInvesco Senior Loan Etf
Recent Activity
Increased 1.56%
0.4%
$3.168M
150,357 shares@ $21.08 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.44%
0.36%
$2.857M
12,322 shares@ $231.85 avg price
SYKStryker Corp
Recent Activity
Increased 2.89%
0.35%
$2.746M
7,626 shares@ $360.06 avg price
CDZICadiz Inc
Recent Activity
Increased 15.81%
0.35%
$2.746M
528,000 shares@ $5.2 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 0.24%
0.32%
$2.53M
14,235 shares@ $177.72 avg price