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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
NKENike Inc Class B Com
Recent Activity
Decreased -1.47%
0.08%
$606,051
8,009 shares@ $75.68 avg price
BMYBristol-myers Squibb
Recent Activity
Decreased -8.57%
0.08%
$593,208
10,488 shares@ $56.57 avg price
RTXRtx Corp
Recent Activity
Decreased -3.79%
0.08%
$578,165
4,996 shares@ $115.73 avg price
LQDIshares Iboxx (investment Grade Corporate Bond Etf)
Recent Activity
Decreased -2.85%
0.07%
$538,259
5,038 shares@ $106.84 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -25.39%
0.07%
$529,674
1,090 shares@ $485.94 avg price
CRMSalesforce
Recent Activity
Decreased -1.1%
0.06%
$449,005
1,343 shares@ $334.33 avg price
IYFIshares Us Financials Etf
Recent Activity
Decreased -6.61%
0.06%
$425,845
3,851 shares@ $110.59 avg price
IBBIshares Biotechnology Etf
Recent Activity
Decreased -71.4%
0.06%
$404,773
3,061 shares@ $132.24 avg price
IBMIbm
Recent Activity
Decreased -0.05%
0.05%
$385,361
1,753 shares@ $219.83 avg price
ITAIshares Us Aerospace Defense Etf
Recent Activity
Decreased -1.08%
0.05%
$332,706
2,289 shares@ $145.35 avg price