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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
CMECme Group Inc
Recent Activity
Increased 0.04%
0.3%
$2.383M
10,263 shares@ $232.24 avg price
JAAAJanus Henderson Aaa Clo Etf Iv
Recent Activity
Increased 36.48%
0.28%
$2.219M
43,762 shares@ $50.72 avg price
DISWalt Disney
Recent Activity
Increased 7.47%
0.28%
$2.193M
19,694 shares@ $111.36 avg price
SHYGIshares High Yield Corporat Bond Etf
Recent Activity
Increased 2%
0.28%
$2.173M
51,008 shares@ $42.62 avg price
MAMastercard
Recent Activity
Increased 1.78%
0.26%
$2.048M
3,889 shares@ $526.62 avg price
PWRQuanta Services Inc
Recent Activity
Increased 7.48%
0.25%
$1.93M
6,108 shares@ $316.06 avg price
VTIVanguard Total Stock Market Index Fund Etf
Recent Activity
Increased 3.3%
0.24%
$1.853M
6,394 shares@ $289.83 avg price
DELLDell Technologies Inc Class C
Recent Activity
Increased 2.85%
0.23%
$1.769M
15,347 shares@ $115.25 avg price
IBITIshares Bitcoin Etf
Recent Activity
Increased 5.07%
0.21%
$1.671M
31,492 shares@ $53.05 avg price
MCDMcdonalds
Recent Activity
Increased 0.4%
0.2%
$1.562M
5,387 shares@ $289.93 avg price