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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
HACKAmplify Cybersecurity Etf
Recent Activity
Decreased -11.94%
0.05%
$329,618
4,425 shares@ $74.49 avg price
SFStifel Finl Co
Recent Activity
Decreased -0.65%
0.05%
$322,271
3,038 shares@ $106.08 avg price
SUSAIshares Msci Usa Esg Select Etf
Recent Activity
Decreased -1.9%
0.04%
$313,459
2,578 shares@ $121.59 avg price
CMGChipotle Mexican Grl
Recent Activity
Decreased -23.76%
0.04%
$308,012
5,108 shares@ $60.3 avg price
CARRCarrier Global Corp
Recent Activity
Decreased -30.87%
0.04%
$305,683
4,478 shares@ $68.27 avg price
GDXVaneck Gold Miners Etf
Recent Activity
Decreased -6.8%
0.04%
$303,799
8,959 shares@ $33.91 avg price
MMCMarsh & Mc Lennan Co
Recent Activity
Decreased -8.79%
0.04%
$284,204
1,338 shares@ $212.41 avg price
AEEAmeren Corp
Recent Activity
Decreased -4.02%
0.04%
$282,662
3,171 shares@ $89.14 avg price
ACNAccenture Plc F Class A
Recent Activity
Decreased -20.56%
0.04%
$264,897
753 shares@ $351.79 avg price
DEDeere & Co
Recent Activity
Decreased -6.26%
0.04%
$247,506
584 shares@ $423.82 avg price