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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
ASMLAsml Holding N V F Sponsored Adr
Recent Activity
Decreased -7.81%
0.03%
$237,033
342 shares@ $693.08 avg price
EEMIshares Msci Emerging Markets Etf
Recent Activity
Decreased -6.41%
0.03%
$232,054
5,548 shares@ $41.83 avg price
XLPSpdr Fund Consumer Staples Etf
Recent Activity
Decreased -4.5%
0.03%
$225,139
2,864 shares@ $78.61 avg price
BLOKAmplify Trnsfrmtnl Data Shrng Etf
Recent Activity
Decreased -28.51%
0.03%
$216,597
5,015 shares@ $43.19 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -3.07%
0.03%
$208,560
1,357 shares@ $153.7 avg price