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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
IEFAIshares Core Msci Eafe Etf
Recent Activity
Decreased -4.3%
0.14%
$1.098M
15,628 shares@ $70.29 avg price
MRVLMarvell Technology Inc
Recent Activity
Decreased -9.63%
0.13%
$1.036M
9,377 shares@ $110.45 avg price
NVONovo-nordisk As Vormal F Sponsored Adr
Recent Activity
Decreased -1.95%
0.13%
$1.008M
11,720 shares@ $86.03 avg price
LLYLilly Eli & Co
Recent Activity
Decreased -11.57%
0.13%
$973,182
1,260 shares@ $772.37 avg price
SCHWCharles Schwab Corp
Recent Activity
Decreased -1%
0.12%
$950,565
12,843 shares@ $74.02 avg price
RKTRocket Cos Inc Com
Recent Activity
Decreased -2.43%
0.11%
$859,183
76,304 shares@ $11.26 avg price
XLEEnergy Select Sector Spdr Etf
Recent Activity
Decreased -13.97%
0.11%
$857,623
10,011 shares@ $85.67 avg price
AWRAmerican States Water Co
Recent Activity
Decreased -5.1%
0.11%
$854,514
10,994 shares@ $77.73 avg price
BILSpdr Bloomberg 1 3 Mnth T Bll Etf
Recent Activity
Decreased -16.3%
0.08%
$635,895
6,955 shares@ $91.43 avg price
KOCoca-cola
Recent Activity
Decreased -0.97%
0.08%
$609,307
9,786 shares@ $62.27 avg price