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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
AXPAmerican Express Co
Recent Activity
Increased 0.15%
0.08%
$616,729
2,078 shares@ $296.79 avg price
ETNEaton Corp Plc F
Recent Activity
Increased 17.94%
0.08%
$571,812
1,723 shares@ $331.87 avg price
DFSDiscover Finl S
Recent Activity
Increased 0.04%
0.08%
$564,729
3,260 shares@ $173.23 avg price
ISRGIntuitive Surgical
Recent Activity
Increased 0.19%
0.08%
$559,019
1,071 shares@ $521.96 avg price
SRESempra
Recent Activity
Increased 0.53%
0.08%
$558,926
6,371 shares@ $87.73 avg price
GEGeneral Electric Co
Recent Activity
Increased 0.19%
0.07%
$537,536
3,222 shares@ $166.84 avg price
TSMTaiwan Semiconductr F Sponsored Adr
Recent Activity
Increased 17.58%
0.07%
$531,050
2,689 shares@ $197.49 avg price
BXBlackstone Inc
Recent Activity
Increased 0.85%
0.07%
$514,937
2,986 shares@ $172.46 avg price
QUALIshares Msci Usa Qlty Fact Etf
Recent Activity
Increased 79.85%
0.07%
$505,391
2,838 shares@ $178.08 avg price
LINLinde Plc F
Recent Activity
Increased 0.27%
0.06%
$469,747
1,122 shares@ $418.67 avg price