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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
IEFIshares 7-10 Year Treasury Bond Etf
Recent Activity
Decreased -13.94%
0.22%
$1.712M
18,520 shares@ $92.45 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.5%
0.22%
$1.689M
11,680 shares@ $144.64 avg price
FDXFedex Corp Com
Recent Activity
Decreased -2.6%
0.22%
$1.683M
5,981 shares@ $281.35 avg price
PGProcter & Gamble
Recent Activity
Decreased -0.28%
0.22%
$1.677M
10,005 shares@ $167.67 avg price
AMLPAlps Alerian Mlp Etf
Recent Activity
Decreased -0.74%
0.2%
$1.523M
31,631 shares@ $48.17 avg price
ADBEAdobe Inc
Recent Activity
Decreased -1.25%
0.19%
$1.509M
3,393 shares@ $444.68 avg price
IYWIshares Us Technology Etf
Recent Activity
Decreased -3.07%
0.19%
$1.492M
9,354 shares@ $159.54 avg price
FIXDFirst Trust Tcw Opportunistic Fixed Income Etf
Recent Activity
Decreased -9.67%
0.19%
$1.444M
33,601 shares@ $42.97 avg price
IEIIshares 3-7 Year Treasury Bond Etf
Recent Activity
Decreased -2.67%
0.18%
$1.391M
12,039 shares@ $115.55 avg price
UNHUnitedhealth Group
Recent Activity
Decreased -3.48%
0.14%
$1.106M
2,186 shares@ $505.98 avg price