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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
USBUs Bancorp
Recent Activity
Increased 1.07%
0.13%
$961,759
20,107 shares@ $47.84 avg price
AFLAflac Inc
Recent Activity
Increased 0.47%
0.13%
$960,280
9,283 shares@ $103.45 avg price
GSGoldman Sachs Group
Recent Activity
Increased 6%
0.12%
$881,262
1,539 shares@ $572.62 avg price
INTUIntuit Inc
Recent Activity
Increased 0.16%
0.11%
$822,078
1,308 shares@ $628.5 avg price
WFCWells Fargo & Co
Recent Activity
Increased 0.08%
0.11%
$801,087
11,405 shares@ $70.24 avg price
PMPhilip Morris Intl
Recent Activity
Increased 0.26%
0.1%
$763,201
6,341 shares@ $120.36 avg price
DIASpdr Dow Jones Industrial Avrg Etf
Recent Activity
Increased 0.12%
0.1%
$740,001
1,739 shares@ $425.54 avg price
VHTVanguard Health Care Etf
Recent Activity
Increased 7.69%
0.09%
$665,133
2,621 shares@ $253.78 avg price
BNDVanguard Total Bond Market Etf
Recent Activity
Increased 3.34%
0.09%
$648,196
9,014 shares@ $71.91 avg price
SHWSherwin Williams Co
Recent Activity
Increased 0.06%
0.08%
$623,771
1,835 shares@ $339.93 avg price