Steve Weinberger

@Hcr Wealth Advisors

Latest period2024 - Q4

Reported5d ago

Managed Assets$798.183M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VEAVanguard Ftse Developed Markets Etf Recent Activity Increased 9.17%	0.18%	$1.362M 28,484 shares@ $47.83 avg price	Increased 9.17%
CMFIshares California Muni Bond Etf Recent Activity Increased 1.52%	0.18%	$1.358M 23,705 shares@ $57.28 avg price	Increased 1.52%
PFFIshares Preferred Income Sec Etf Iv Recent Activity Increased 1.91%	0.17%	$1.343M 42,710 shares@ $31.45 avg price	Increased 1.91%
JCIJohnson Controls Inter F Recent Activity Increased 0.03%	0.17%	$1.281M 16,229 shares@ $78.93 avg price	Increased 0.03%
CHDChurch &dwight Co Recent Activity Increased 0.92%	0.16%	$1.231M 11,754 shares@ $104.71 avg price	Increased 0.92%
FCXFreeport-mcmoran Inc Recent Activity Increased 1.73%	0.15%	$1.17M 30,736 shares@ $38.09 avg price	Increased 1.73%
VGTVanguard Information Technology Index Fund Etf Recent Activity Increased 4.19%	0.15%	$1.131M 1,818 shares@ $621.89 avg price	Increased 4.19%
CLXClorox Co Com Recent Activity Increased 1%	0.14%	$1.116M 6,870 shares@ $162.43 avg price	Increased 1%
MOAltria Group Inc Recent Activity Increased 0.18%	0.14%	$1.11M 21,228 shares@ $52.3 avg price	Increased 0.18%
IWMIshares Russell 2000 Etf Recent Activity Increased 1.88%	0.14%	$1.08M 4,889 shares@ $220.99 avg price	Increased 1.88%